Nonprofit · EIN 46-1828380
THE CHARITABLE ESTATE PLANNING INSTITUTE
Tax-exempt · BRENTWOOD, TN 37027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-EZ | $96,774 | $111,646 | -$14,872 | $15,517 | – | $15,517 |
| November 30, 2024 | 990-EZ | $101,720 | $75,990 | $25,730 | $32,337 | – | $32,337 |
| November 30, 2023 | 990-EZ | $74,801 | $70,522 | $4,279 | $4,279 | – | $4,279 |
Financial details: 990-EZ for the year ended November 30, 2025
Revenue
- Program service revenue
- $96,774
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $63,020
- Occupancy
- $38,802
- Printing, publications and postage
- $2,671
- Other expenses
- $7,153
- Program services (functional)
- $111,646
Balance sheet and other
- Total assets, start of year
- $32,337
- Total assets, end of year
- $15,517
- Total liabilities, end of year
- –
- Net assets, end of year
- $15,517
- Cash, savings and investments
- $15,517
- Gross receipts
- $96,774
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Johni Hays | Director | 1 | $0 |
| Jeremy Pharr | President Director Treasurer | 1 | $0 |
| Charles Slamar | Dean Director | 1 | $0 |
| R Edward Thompson | Chairman Director | 1 | $0 |
990-EZ for the year ended November 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Johni Hays | Director | 1 | $0 |
| Jeremy Pharr | President Director Treasurer | 1 | $0 |
| Charles Slamar | Dean Director | 1 | $0 |
| R Edward Thompson | Chairman Director | 1 | $0 |
990-EZ for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Johni Hays | Director | 1 | $0 |
| Jeremy Pharr | President Director Treasurer | 1 | $0 |
| Charles Slamar | Dean Director | 1 | $0 |
| R Edward Thompson | Chairman Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 112 WESTWOOD PL STE 250, BRENTWOOD, TN 37027-5327
- In care of
- % JEREMY PHARR
- Mailing address (990-N for 2020)
- 112 Westwood Place, Brentwood TN 37027
- Principal officer (990-N for 2020)
- Jeremy Pharr, 112 WESTWOOD PLACE, Brentwood TN 37027
- Signed the 990-EZ
- Stephanie Bailey, Event Coordinator
- Website
- www.ceplanninginstitute.org
- Return prepared by
- Charles Slamar & Associates
Mission
Annual Educational Seminar
Program accomplishments
- Continuing education credits from various professional societiesExpenses $111,646
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-EZ on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-EZ on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 46-1828380
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S03)
- Assets (IRS master file)
- $15,517
- Income (IRS master file)
- $96,774
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | November 2025 | $96,774 | $111,646 | $15,517 | XML |
| 990-EZ | November 2024 | $101,720 | $75,990 | $32,337 | XML |
| 990-EZ | November 2023 | $74,801 | $70,522 | $4,279 | XML |
| 990-EZ | November 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Jeremy Pharr | November 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Jeremy Pharr | November 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Jeremy Pharr | November 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-1828380).
Questions about THE CHARITABLE ESTATE PLANNING INSTITUTE
- What is the EIN of THE CHARITABLE ESTATE PLANNING INSTITUTE?
- The employer identification number (EIN) of THE CHARITABLE ESTATE PLANNING INSTITUTE is 46-1828380.
- Is THE CHARITABLE ESTATE PLANNING INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to THE CHARITABLE ESTATE PLANNING INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE CHARITABLE ESTATE PLANNING INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE CHARITABLE ESTATE PLANNING INSTITUTE due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CHARITABLE ESTATE PLANNING INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended November 2025.
- Who is the principal officer of THE CHARITABLE ESTATE PLANNING INSTITUTE?
- The 990-N for 2020 names Jeremy Pharr.
- Who are the officers and directors of THE CHARITABLE ESTATE PLANNING INSTITUTE?
- The 990-EZ for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE CHARITABLE ESTATE PLANNING INSTITUTE have?
- On its 990-EZ for the year ended November 30, 2025 it reported revenue of $96,774, expenses of $111,646 and total assets of $15,517 at year end.
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