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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 93-4611206 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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)
Principal Officer
Julie Dorosz
Total Revenue
$687K
FY2024
Total Expenses
$590K
FY2024
Net Assets
$97K
Program Ratio
78.1%
expenses on programs
Employees
2
Volunteers
100
Board Members
8
Voting
7
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.