Civic Intelligence

The Purposeful Planning Institute

EIN 93-4611206 • 501(c)3 • Denver, CO

Profile

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)

4600 S Syracuse Street FL 9Denver, CO 80237

purposefulplanninginstitute.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.54x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.17x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

$212,965

No earlier filing loaded for comparison.

Liabilities

$115,552

No earlier filing loaded for comparison.

Net Assets

$97,413

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue75th percentileNet Margin66th percentile

Revenue

$687,065

No earlier filing loaded for comparison.

Expenses

$589,652

No earlier filing loaded for comparison.

Net Income

$97,413

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2024: $212,965Liabilities 2024: $115,552Net Assets 2024: $97,4132024

Highlighted filing

2024

Assets$212,965
Liabilities$115,552
Net Assets$97,413
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2024: $687,065Expenses 2024: $589,652Net Income 2024: $97,4132024

Highlighted filing

2024

Revenue$687,065
Expenses$589,652
Net Income$97,413
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,965
Liabilities
$115,552
Net assets
$97,413
Revenue
$687,065
Expenses
$589,652
Net income
$97,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$1.16$0.97$6.87$5.90$0.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.2
Gross Receipts
$687,065
Mission and Program Overview

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)

Purposeful Planning Institute is a nonprofit learning center, professional networking and collaboration platform for advisors and consultants serving families of wealth and families in business. (Cont on SCH O)

Balance Sheet Detail
LineBeginningEndChange
Assets
Receivables From Officers Etc$0$114,537▲ $114,537
Loans From Officers Directors$0$114,537▲ $114,537
Savings and Temporary Cash Investments$0$96,712▲ $96,712
Accounts Receivable$0$1,716▲ $1,716
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$0$212,965▲ $212,965
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$1,015▲ $1,015
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$115,552▲ $115,552
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$0$97,413▲ $97,413
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$0$97,413▲ $97,413
Total Liabilities and Net Assets / Fund Balance$0$212,965▲ $212,965
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie DoroszEXECutive DIRector/SECRETARYFT$93,397$9,633$103,030

Board Members and Trustees

NameTitle
Judi CunninghamBoard Chair
Josh PatrickPast CHAIR (TO 09/2024)
Cathy CarrollVice-chair
John a WarnickBoard Member
KRISTeN HEANEYBoard Member
Matthew WesleyBoard Member
Thomasina WilliamsBoard Member
Bradley FisherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,200
Program Service Revenue
$646,038
Investment Income
$1,827
Other Revenue
$0
All Other Contributions
$39,200
Change in Net Assets
$97,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$376,242
Salaries, Compensation, and Employee Benefits$213,410
Total Fundraising Expense$13,865
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$254,682--$254,682
Current Officers, Directors, Trustees, and Key Employees$72,120$25,758$5,152$103,030
Other Salaries and Wages$63,580$22,707$4,541$90,828
Fees for Services Other$34,227$13,087$2,445$49,759
Office Expenses$2,090$25,586$141$27,817
Payroll Taxes$8,617$3,078$616$12,311
Advertising$11,602--$11,602
Information Technology$7,668$2,937$548$11,153
Fees for Services Accounting-$8,843-$8,843
Other Employee Benefits$5,069$1,810$362$7,241
Interest-$5,617-$5,617
Fees for Services Legal-$3,030-$3,030
Insurance-$2,435-$2,435
Occupancy$846$302$60$1,208
Travel$96--$96
Total Functional Expenses$460,597$115,190$13,865$589,652
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$114,537▲ $114,537
Receivables from Officers, Directors, Trustees, and Key Employees$0$114,537▲ $114,537
Receivables from Disqualified Persons$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI, Section B, Line 11B

“The executive director of the organization distributes a pdf copy of the 990 return to all board members for review and comment prior to being filed.”

Form 990, Part VI, Section B Line 12C

“At each board meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.”

Form 990, Part VI, Section B, Line 15 A & B

“The board of directors completes an annual performance review of the executive director. The board reviews compensation information on the compensation of individuals in like positions and in comparable organizations. The board approves any changes in compensation based on merit, performance, and market adjustments. The organization has no other paid officers or employees meeting the irs definition of a key employee.”

Form 990, Part VI, Section C, Line 19

“The organization will provide in a timely manner, copies of all governing documents including its conflict-of-interest policy, when requested in writing or in person.”

Filing and Contact Details

Filer

Filer Name
The Purposeful Planning Institute
EIN
93-4611206
In Care Of
% THE ORGANIZATION
Phone
7204587777
Address
4600 S SYRACUSE STREET FL 9, DENVER, CO 80237

Signing Officer

Name
Bradley Fisher
Title
Treasurer
Phone
7204587777
Signed
2025-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Dorosz
Formed
2023
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
7
Employees
2
Volunteers
100

Preparer

Firm
Sorren Inc
Address
102 N CASCADE AVENUE SUITE 400, COLORADO SPRINGS, CO 80903
Preparer
Doreen B Merz
Phone
7196301186
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“(cont) through ppi programs, gain access to valuable resources and a collaborative community of professionals to transform your practice and client relationships.”

Form 990, Part III, Line 1

“(CONT) Through PPI Programs, gain access to valuable resources and a collaborative community of professionals to transform your practice and client relationships.”

Raw XML AppendixShowing 400 of 495 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01015
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt01716
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Purposeful Planning Institute is a nonprofit learning center, professional networking and collaboration platform for advisors and consultants serving families of wealth and families in business. (Cont on SCH O)
IRS990/AdvertisingGrp/ProgramServicesAmt011602
IRS990/AdvertisingGrp/TotalAmt011602
IRS990/AllOtherContributionsAmt039200
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07204587777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04600 S SYRACUSE 9TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0Denver
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080237
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt05152
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025758
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt072120
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0103030
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0254682
IRS990/ConferencesMeetingsGrp/TotalAmt0254682
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039200
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01827
IRS990/CYOtherExpensesAmt0376242
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0646038
IRS990/CYRevenuesLessExpensesAmt097413
IRS990/CYSalariesCompEmpBnftPaidAmt0213410
IRS990/CYTotalExpensesAmt0589652
IRS990/CYTotalFundraisingExpenseAmt013865
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0687065
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Rendezvous is the Purposeful Planning Institute's flagship event and is the premier and most professionally diverse gathering of its kind. Rendezvous brings together professionals representing more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions centered on family dynamics, governance, collaboration, philanthropy and personal development and growth. Rendezvous is known for its unique atmosphere and one-of-a-kind learning and networking opportunities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0152894
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08843
IRS990/FeesForServicesAccountingGrp/TotalAmt08843
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03030
IRS990/FeesForServicesLegalGrp/TotalAmt03030
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt02445
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt013087
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt034227
IRS990/FeesForServicesOtherGrp/TotalAmt049759
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt035.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt09633
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIE DOROSZ
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSH PATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm2JUDI CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm3CATHY CARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm4BRADLEY FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN A WARNICK
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMASINA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7MATTHEW WESLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8KRISTeN HEANEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt093397
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECutive DIRector/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past CHAIR (TO 09/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02023
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0687065
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0548
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02937
IRS990/InformationTechnologyGrp/ProgramServicesAmt07668
IRS990/InformationTechnologyGrp/TotalAmt011153
IRS990/InsuranceGrp/ManagementAndGeneralAmt02435
IRS990/InsuranceGrp/TotalAmt02435
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt05617
IRS990/InterestGrp/TotalAmt05617
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01827
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01827
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0114537
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Purposeful 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)
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt097413
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt097413
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt060
IRS990/OccupancyGrp/ManagementAndGeneralAmt0302
IRS990/OccupancyGrp/ProgramServicesAmt0846
IRS990/OccupancyGrp/TotalAmt01208
IRS990/OfficeExpensesGrp/FundraisingAmt0141
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025586
IRS990/OfficeExpensesGrp/ProgramServicesAmt02090
IRS990/OfficeExpensesGrp/TotalAmt027817
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0362
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01810
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05069
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07241
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04541
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022707
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt063580
IRS990/OtherSalariesAndWagesGrp/TotalAmt090828
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0616
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03078
IRS990/PayrollTaxesGrp/ProgramServicesAmt08617
IRS990/PayrollTaxesGrp/TotalAmt012311
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Julie Dorosz
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/BusinessCd3611430
IRS990/ProgramServiceRevenueGrp/Desc0RENDEZVOUS REGISTRATION & SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc1SYMPOSIUM REGISTRATIONS & SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc3MASTERY ELEARNING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0354949
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140519
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2242270
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0354949
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140519
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2242270
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38300
IRS990/ProgSrvcAccomActy2Grp/Desc0The 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 infusing best practices from the domains of relational, philanthropic and legacy planning into the technical aspects of Estate Planning and Wealth Management. Symposium offers practical guidance, tips and substantive materials to elevate the estate, transition and charitable planning conversations. Sessions are delivered through an interactive virtual format and are accredited for continuing professional education credit through the CFP Board and the Colorado Supreme Court Office of Continuing Legal and Judicial Education.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0122187
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt040519
IRS990/ProgSrvcAccomActy3Grp/Desc0PPI 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 more positive ways. Benefits of membership include access to our Thought Leader & Industry Innovator webinars, Member Resources, and more. LINE 4D, PROGRAM SERVICE ------------------------- Purposeful Trusts & Legacies Mastery eLearning Program (Mastery 101) is designed for Estate Planning Attorneys, CFPs, Wealth Planning Strategists, Family Enterprise Coaches, Trustees, Legacy Consultants, and Planned Giving Professionals who want to assist their clients in creating Purposeful Trusts & Legacies. This program is comprised of 10 on-demand / self-paced modules with more than 50 individual lessons and over 8 hours of video content. Lessons are designed to be completed in 10-15 minutes. It also includes 130+ pages of exercises, samples and other materials. The 10 modules included in the Purposeful Trusts & Legacies Mastery eLearning Program are accredited for continuing professional education credits through the CFP Board and the Colorado Supreme Court Office of Continuing Legal and Judicial Education.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0183600
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0242270
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Revenue Master eLearning
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01916
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08300
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0114537
IRS990/ReconcilationRevenueExpnssAmt097413
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0354949
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt096712
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt039200
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01827
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0646038
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt039200
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt039200
IRS990ScheduleA/TotalSupportAmt041027
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0114537
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Purchase Exist Oper.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0114537
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0John A Warnick
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Board Member
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt0114537
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0(CONT) THROUGH PPI PROGRAMS, GAIN ACCESS TO VALUABLE RESOURCES AND A COLLABORATIVE COMMUNITY OF PROFESSIONALS TO TRANSFORM YOUR PRACTICE AND CLIENT RELATIONSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1(CONT) Through PPI Programs, gain access to valuable resources and a collaborative community of professionals to transform your practice and client relationships.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 RETURN TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT EACH BOARD MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS COMPLETES AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. THE BOARD REVIEWS COMPENSATION INFORMATION ON THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS AND IN COMPARABLE ORGANIZATIONS. THE BOARD APPROVES ANY CHANGES IN COMPENSATION BASED ON MERIT, PERFORMANCE, AND MARKET ADJUSTMENTS. THE ORGANIZATION HAS NO OTHER PAID OFFICERS OR EMPLOYEES MEETING THE IRS DEFINITION OF A KEY EMPLOYEE.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.