Mission
Purposeful Planning Institute is a nonprofit learning center and professional networking and collaboration platform for advisors and consultants serving families of wealth and families in business. (CONT ON SCH O)
Public Charity
THE PURPOSEFUL PLANNING INSTITUTE
Based in DENVER, CO, THE PURPOSEFUL PLANNING INSTITUTE operates as a Public Charity. The organization reported $687K in revenue, $590K in expenses, $213K in total assets for fiscal year 2024. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $10K.
EIN: 934611206
DENVER, CO
Latest filing: 2024
Total Revenue$687K
Total Expenses$590K
Total Assets$213K
Grant Records1
Funding Total$10K
Filing Years2024
Sample Grants Received
For grant recipient's exempt purposes
$10,000
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
TREASURER
Bradley Fisher
VICE-CHAIR
Cathy Carroll
BOARD MEMBER
John A Warnick
Past CHAIR (TO 09/2024)
Josh Patrick
BOARD CHAIR
Judi Cunningham
EXECutive DIRector/SECRETARY
Julie Dorosz
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $687K | $590K | $213K |
Interactive year-over-year charts and full filing details available with membership.