{"success":true,"data":{"_id":934611206,"filings":[{"Organization":{"value":null,"Person":["JULIE DOROSZ","JOSH PATRICK","JUDI CUNNINGHAM","CATHY CARROLL","BRADLEY FISHER","JOHN A WARNICK","THOMASINA WILLIAMS","MATTHEW WESLEY","KRISTeN HEANEY"],"Title":["EXECutive DIRector/SECRETARY","Past CHAIR (TO 09/2024)","BOARD CHAIR","VICE-CHAIR","TREASURER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER"],"Hours":[35.0,2.0,3.0,3.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[103030,0,0,0,0,0,0,0,0],"Direct compensation":[93397,0,0,0,0,0,0,0,0],"Other compensation":[9633,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"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)","year":2024,"name":"THE PURPOSEFUL PLANNING INSTITUTE","phone":7204587777,"website":"purposefulplanninginstitute.com","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Julie Dorosz","year_formation":2023,"state_legal_domicile":"CO","total_volunteers":100,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"4600 S SYRACUSE STREET FL 9, DENVER, CO, 80237, USA","city":"DENVER","state":"CO","country":"USA","zip_code":80237},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":7,"Number of employees total":2,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":2,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":687065,"Contributions":{"value":39200,"Other contributions":39200,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":646038,"Total revenue":{"value":646038,"RENDEZVOUS REGISTRATION & SPONSORSHIP":354949,"SYMPOSIUM REGISTRATIONS & SPONSORSHIPS":40519,"MEMBERSHIP DUES":242270,"MASTERY ELEARNING":8300},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1827,"Investment income total":1827,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":589652,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":213410,"Current officers":103030,"Disqualified persons":0,"Other salaries and wages":90828,"Pension plan contributions":0,"Other employee benefits":7241,"Payroll taxes":12311},"Other expenses":{"value":376242,"Management services":0,"Legal":3030,"Accounting":8843,"Lobbying services":0,"Investment management fees":0,"Other services":49759,"Advertising":11602,"Office expenses":27817,"Information technology":11153,"Royalties":0,"Occupancy":1208,"Travel":96,"Conferences and meetings":254682,"Interest":5617,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":2435,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":460597,"Management And General Expenses":115190,"Fundraising Expenses":13865}},"Assets":{"value":212965,"Non-interest bearing cash":0,"Savings and temp cash investments":96712,"Pledges and grants receivable":0,"Accounts receivable":1716,"Receivables from officers":114537,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":115552,"Sum of Total Liabilities":0,"Accounts payable, accrued":1015,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":114537,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":97413,"Net assets without donor restriction":97413,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7811336177949028,"percentile":0.6033733978877495},"Fundraising Efficiency":{"score":2.82726289217454,"percentile":0.10763855886681702},"Operating Margin":{"score":0.14178134528756378,"percentile":0.687576260847714},"Liabilities to Assets Ratio":{"score":0.5425868100392083,"percentile":0.12489635106590434},"Operating Reserve Ratio":{"score":0.36117065659066705,"percentile":0.1907086916832769},"Officer Compensation Ratio":{"score":0.17473017983488567,"percentile":0.35970602872608054},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.875,"percentile":0.22520058322737488},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4730821284226694,"percentile":0.25912455105938886}},"source_xml":"202512969349302101_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["JULIE DOROSZ","JOSH PATRICK","JUDI CUNNINGHAM","CATHY CARROLL","BRADLEY FISHER","JOHN A WARNICK","THOMASINA WILLIAMS","MATTHEW WESLEY","KRISTeN HEANEY"],"Title":["EXECutive DIRector/SECRETARY","Past CHAIR (TO 09/2024)","BOARD CHAIR","VICE-CHAIR","TREASURER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER"],"Hours":[35.0,2.0,3.0,3.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[103030,0,0,0,0,0,0,0,0],"Direct compensation":[93397,0,0,0,0,0,0,0,0],"Other compensation":[9633,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"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)","year":2024,"name":"THE PURPOSEFUL PLANNING INSTITUTE","phone":7204587777,"website":"purposefulplanninginstitute.com","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Julie Dorosz","year_formation":2023,"state_legal_domicile":"CO","total_volunteers":100,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"4600 S SYRACUSE STREET FL 9, DENVER, CO, 80237, USA","city":"DENVER","state":"CO","country":"USA","zip_code":80237},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":7,"Number of employees total":2,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":2,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":687065,"Contributions":{"value":39200,"Other contributions":39200,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":646038,"Total revenue":{"value":646038,"RENDEZVOUS REGISTRATION & SPONSORSHIP":354949,"SYMPOSIUM REGISTRATIONS & SPONSORSHIPS":40519,"MEMBERSHIP DUES":242270,"MASTERY ELEARNING":8300},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1827,"Investment income total":1827,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":589652,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":213410,"Current officers":103030,"Disqualified persons":0,"Other salaries and wages":90828,"Pension plan contributions":0,"Other employee benefits":7241,"Payroll taxes":12311},"Other expenses":{"value":376242,"Management services":0,"Legal":3030,"Accounting":8843,"Lobbying services":0,"Investment management fees":0,"Other services":49759,"Advertising":11602,"Office expenses":27817,"Information technology":11153,"Royalties":0,"Occupancy":1208,"Travel":96,"Conferences and meetings":254682,"Interest":5617,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":2435,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":460597,"Management And General Expenses":115190,"Fundraising Expenses":13865}},"Assets":{"value":212965,"Non-interest bearing cash":0,"Savings and temp cash investments":96712,"Pledges and grants receivable":0,"Accounts receivable":1716,"Receivables from officers":114537,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":115552,"Sum of Total Liabilities":0,"Accounts payable, accrued":1015,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":114537,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":97413,"Net assets without donor restriction":97413,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7811336177949028,"percentile":0.6033733978877495},"Fundraising Efficiency":{"score":2.82726289217454,"percentile":0.10763855886681702},"Operating Margin":{"score":0.14178134528756378,"percentile":0.687576260847714},"Liabilities to Assets Ratio":{"score":0.5425868100392083,"percentile":0.12489635106590434},"Operating Reserve Ratio":{"score":0.36117065659066705,"percentile":0.1907086916832769},"Officer Compensation Ratio":{"score":0.17473017983488567,"percentile":0.35970602872608054},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.875,"percentile":0.22520058322737488},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4730821284226694,"percentile":0.25912455105938886}},"source_xml":"202512969349302101_public.xml"},"sector":"Public, Societal Benefit","donation_categories":[],"zakat_policy":null},"error":null}