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.
EIN: 934611206
DENVER, CO
Professional Societies & Associations
NTEE: T03
Latest filing: 2024
Total Revenue$687K
Total Expenses$590K
Total Assets$213K
Grants Given0
Filing Years2024
Where $100 goes at The Purposeful Planning Institute
How The Purposeful Planning Institute divides every $100 it spends, from its own Form 990 filings.
$78
Programs
the work itself
$20
Management
running the organization
$2
Fundraising
raising the next dollar
Inside the $78 for programs
$31
PPI membership is designed to build collaboration between professional disciplines and support advisors and consultants who want to serve their clients and their clients' families in deeper and…
$26
Rendezvous is The Purposeful Planning Institute's flagship event and is the premier and most professionally diverse gathering of its kind
$21
The Purposeful Planning Symposium is a virtual event that brings together nationally renowned faculty for unique and engaging educational and professional development opportunities that showcase the benefits of…
Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
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.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $687K | $590K | $213K |
Interactive year-over-year charts and full filing details available with membership.