2025-10-23T14:50:51-05:00 2024-12-31 Sorren Inc 102 N CASCADE AVENUE SUITE 400 COLORADO SPRINGS CO 80903 990 2024-01-01 934611206 THE PURPOSEFUL PLANNING INSTITUTE % THE ORGANIZATION PURP 7204587777 4600 S SYRACUSE STREET FL 9 DENVER CO 80237 Bradley Fisher Treasurer 7204587777 2025-07-31 true true DOREEN B MERZ P00841439 7196301186 2024 2025-03-06 01:10:19Z Julie Dorosz 4600 S SYRACUSE STREET FL 9 DENVER CO 80237 687065 false X purposefulplanninginstitute.com X 2023 CO 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) 8 7 2 100 0 0 39200 0 646038 0 1827 0 0 0 687065 0 0 0 0 0 213410 0 0 13865 0 376242 0 589652 0 97413 0 212965 0 115552 0 97413 X 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) false false 152894 354949 Rendezvous 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. 122187 40519 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 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. 183600 242270 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 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. 1916 0 8300 Revenue Master eLearning 1916 0 8300 460597 true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false true 3 0 2 true false false false false false true true false false false false false false X 8 7 false false false false false false false true true false false true true true true true true true false false CO X THE ORGANIZATION 7204587777 4600 S SYRACUSE 9TH FLOOR Denver CO 80237 JULIE DOROSZ EXECutive DIRector/SECRETARY 35.0 0.0 X 93397 0 9633 JOSH PATRICK Past CHAIR (TO 09/2024) 2.0 0.0 X X 0 0 0 JUDI CUNNINGHAM BOARD CHAIR 3.0 0.0 X X 0 0 0 CATHY CARROLL VICE-CHAIR 3.0 0.0 X X 0 0 0 BRADLEY FISHER TREASURER 2.0 0.0 X X 0 0 0 JOHN A WARNICK BOARD MEMBER 2.0 0.0 X 0 0 0 THOMASINA WILLIAMS BOARD MEMBER 2.0 0.0 X 0 0 0 MATTHEW WESLEY BOARD MEMBER 2.0 0.0 X 0 0 0 KRISTeN HEANEY BOARD MEMBER 2.0 0.0 X 0 0 0 93397 0 9633 0 false false false 0 39200 39200 RENDEZVOUS REGISTRATION & SPONSORSHIP 611430 354949 354949 SYMPOSIUM REGISTRATIONS & SPONSORSHIPS 611430 40519 40519 MEMBERSHIP DUES 611430 242270 242270 MASTERY ELEARNING 611430 8300 8300 646038 1827 1827 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 687065 646038 1827 0 0 0 0 103030 72120 25758 5152 0 90828 63580 22707 4541 0 7241 5069 1810 362 12311 8617 3078 616 0 3030 3030 8843 8843 0 0 0 49759 34227 13087 2445 11602 11602 27817 2090 25586 141 11153 7668 2937 548 0 1208 846 302 60 96 96 0 254682 254682 5617 5617 0 0 2435 2435 589652 460597 115190 13865 0 0 0 96712 0 0 0 1716 0 114537 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 212965 0 1015 0 0 0 0 0 0 0 0 0 114537 0 0 0 0 0 0 0 115552 X 0 97413 0 0 0 97413 0 212965 97413 X false false false X 0 0 0 0 39200 39200 0 0 0 0 0 0 39200 39200 0 39200 0 1827 1827 0 0 41027 646038 X John A Warnick Board Member Purchase Exist Oper. X 114537 114537 false true true 114537 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. 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.