Mission
Annual Educational Seminar
Small Public Charity
THE CHARITABLE ESTATE PLANNING INSTITUTE
Based in BRENTWOOD, TN, THE CHARITABLE ESTATE PLANNING INSTITUTE operates as a Small Public Charity. The organization reported $97K in revenue, $112K in expenses, $16K in total assets for fiscal year 2025.
EIN: 461828380
BRENTWOOD, TN
Professional Societies & Associations
NTEE: S03
Latest filing: 2025
Total Revenue$97K
Total Expenses$112K
Total Assets$16K
Grant Records0
Filing Years2022–2025
Where $100 goes at The Charitable Estate Planning Institute
How The Charitable Estate Planning Institute divides every $100 it spends, from its own Form 990-EZ filings, averaged across 4 years.
$100
Programs
the work itself
<$1
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $100 for programs
$100
Continuing education credits from various professional societies
Source: Form 990-EZ filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
Dean Director
Charles Slamar
President Director Treasurer
Jeremy Pharr
Director
Johni Hays
Chairman Director
R Edward Thompson
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $97K | $112K | $16K |
| 2024 | $102K | $76K | $32K |
| 2023 | $75K | $71K | $4K |
| 2022 | $77K | $67K | $10K |
Between 2022 and 2025, reported annual revenue grew from $77K to $97K (+26%), with total assets most recently reported at $16K.
Interactive year-over-year charts and full filing details available with membership.