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Filing year 2024

THE PURPOSEFUL PLANNING INSTITUTE

Denver, Colorado·EIN 93-4611206·NTEE T03 · Philanthropy, Voluntarism & Grantmaking Foundations·3
Total revenue
$687k
Total assets
$213k
Total expenses
$0
Reported officers
9
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)

Executive compensation

Form 990 · Schedule J · 1 reported individual · Filing year 2024

Base salaryExecutive compensation
Executive Director/secretary
director (operational)
$103k

Plus 8 unpaid individuals.

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