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Filing year 2024

THE PURPOSEFUL PLANNING INSTITUTE

Denver, Colorado·EIN 93-4611206·NTEE T03 · Philanthropy, Voluntarism & Grantmaking Foundations·501(c)(3)
Total revenue
$687k
Total assets
$213k
Total expenses
$590k
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 · Part VII & Schedule J · 1 reported individual · Filing year 2024

Percentile bands compare each position's total pay with the same role at Philanthropy, Voluntarism & Grantmaking organizations nationwide.

Executive Director/secretary
Director (Operational)
Median to 75th percentile
$103k
$111k

Teal figures restate each filed amount in 2026 dollars.

Estimated with Denver-Aurora-Lakewood, CO metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 8 unpaid individuals.

Browse compensation in Philanthropy, Voluntarism & Grantmaking

Pay in context

Top pay as a share of expenses

In 2024, the highest total compensation at THE PURPOSEFUL PLANNING INSTITUTE equaled 17% of the organization's total expenses. The median for philanthropy, voluntarism & grantmaking organizations is 15%.

This organization (2024)
17%
Sector median
15%
Middle half of sector
5% to 24%

Based on 35,946 philanthropy, voluntarism & grantmaking organizations, each measured at its most recent filing year with reported expenses and compensation.

Among peers

Revenue and top compensation, plotted against similar organizations. This organization is highlighted in cyan.

FAQ

Common questions about THE PURPOSEFUL PLANNING INSTITUTE

What does the Director (Operational) of THE PURPOSEFUL PLANNING INSTITUTE earn?

In 2024, the Director (Operational) of THE PURPOSEFUL PLANNING INSTITUTE received $103,030 in total compensation. This pay is above the median (the midpoint) for Director (Operational) roles among Philanthropy, Voluntarism & Grantmaking organizations nationwide, within the top half of comparable filings. Based on IRS Form 990 data.

How does Director (Operational) pay at THE PURPOSEFUL PLANNING INSTITUTE compare with similar nonprofits?

Compared with the same role at Philanthropy, Voluntarism & Grantmaking organizations nationwide, the 2024 pay of the Director (Operational) at THE PURPOSEFUL PLANNING INSTITUTE falls between the median and the 75th percentile. In 2024, the highest total compensation at THE PURPOSEFUL PLANNING INSTITUTE equaled 17% of the organization's total expenses. The median for philanthropy, voluntarism & grantmaking organizations is 15%.

What are THE PURPOSEFUL PLANNING INSTITUTE's revenue and expenses?

In 2024, THE PURPOSEFUL PLANNING INSTITUTE reported $687k in total revenue and $590k in total expenses on its IRS Form 990.

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