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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 93-4611206

PURPOSEFUL PLANNING INSTITUTE

Tax-exempt · DENVER, CO 80237

Financials

$687K$590K2024
Revenue Expenses · by fiscal year end
Financials of PURPOSEFUL PLANNING INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$687,065$589,652$97,413$212,965$115,552$97,413
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$39,200
Program service revenue
$646,038
Investment income
$1,827
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$103,030
Other salaries and wages
$90,828
Salaries, compensation and benefits (total)
$213,410
Professional fundraising fees
$0
Legal fees
$3,030
Accounting fees
$8,843
Occupancy
$1,208
Travel
$96
Program services (functional)
$460,597
Management and general (functional)
$115,190
Fundraising (functional)
$13,865

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$212,965
Total liabilities, end of year
$115,552
Net assets, end of year
$97,413
Net assets without donor restrictions
$97,413
Gross receipts
$687,065
Employees
2
Volunteers
100
Year formed
2023
State of legal domicile
CO

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JULIE DOROSZEXECutive DIRector/SECRETARY
Officer
35$93,397$9,633
JOSH PATRICKPast CHAIR (TO 09/2024)
Trustee or director, Officer
2$0$0
JUDI CUNNINGHAMBOARD CHAIR
Trustee or director, Officer
3$0$0
CATHY CARROLLVICE-CHAIR
Trustee or director, Officer
3$0$0
BRADLEY FISHERTREASURER
Trustee or director, Officer
2$0$0
JOHN A WARNICKBOARD MEMBER
Trustee or director
2$0$0
THOMASINA WILLIAMSBOARD MEMBER
Trustee or director
2$0$0
MATTHEW WESLEYBOARD MEMBER
Trustee or director
2$0$0
KRISTeN HEANEYBOARD MEMBER
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
4600 S SYRACUSE STREET FL 9, DENVER, CO 80237-2750
In care of
% THE ORGANIZATION
Principal officer (990 for 2024)
Julie Dorosz, 4600 S SYRACUSE STREET FL 9, DENVER, CO 80237
Signed the 990
Bradley Fisher, Treasurer
Phone
(720) 458-7777
990-N for 2023 filed under this EIN
Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Bradley Fisher, 4600 S Syracruse Street, Denver CO 80237. Mailing address: 4600 S Syracruse Street, Denver CO 80237.
Return prepared by
Sorren Inc

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)

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $152,894 · revenue $354,949
  • 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.
    Expenses $122,187 · revenue $40,519
  • 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.
    Expenses $183,600 · revenue $242,270
  • Revenue Master eLearning
    Expenses $1,916 · revenue $8,300

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-N on file

IRS record

EIN
93-4611206
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
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$285,866
Income (IRS master file)
$782,165

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$687,065$589,652$212,965XML
990-N for 2023
Officer: Bradley Fisher
Filed under this EIN, most likely by a chapter or affiliate
December 31, 2023≤ $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 93-4611206).

Questions about PURPOSEFUL PLANNING INSTITUTE

What is the EIN of PURPOSEFUL PLANNING INSTITUTE?
The employer identification number (EIN) of PURPOSEFUL PLANNING INSTITUTE is 93-4611206.
Is PURPOSEFUL PLANNING INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to PURPOSEFUL PLANNING INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PURPOSEFUL 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 PURPOSEFUL PLANNING INSTITUTE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PURPOSEFUL PLANNING INSTITUTE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PURPOSEFUL PLANNING INSTITUTE?
The 990 for the year ended December 31, 2024 names Julie Dorosz.
Who are the officers and directors of PURPOSEFUL PLANNING INSTITUTE?
The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $93,397 (JULIE DOROSZ, EXECutive DIRector/SECRETARY).
How much revenue does PURPOSEFUL PLANNING INSTITUTE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $687,065, expenses of $589,652 and total assets of $212,965 at year end.

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