THE PURPOSEFUL PLANNING INSTITUTE (EIN 934611206) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

Julie Dorosz

Phone

7204587777

Tax Period

2024-01-01 to 2024-12-31

THE PURPOSEFUL PLANNING INSTITUTE, founded in 2023, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $687K in total revenue in fiscal year 2024. Expenses of $590K left a modest 14% surplus.

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)

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $39,200

Program Service Revenue $646,038

Investment Income $1,827

Other Revenue $0

TOTAL REVENUE $687,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $213,410

Fundraising Expenses $13,865

Program Expenses $460,597

Other Expenses $376,242

TOTAL EXPENSES $589,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$687,065	N/A	N/A
Expenses	$589,652	N/A	N/A
Net Income	$97,413	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$103,030

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE DOROSZ	EXECutive DIRector/SECRETARY	35.0	Officer	$93,397	$9,633	$103,030
JOSH PATRICK	Past CHAIR (TO 09/2024)	2.0	Officer Director	$0	$0	$0
JUDI CUNNINGHAM	BOARD CHAIR	3.0	Officer Director	$0	$0	$0
CATHY CARROLL	VICE-CHAIR	3.0	Officer Director	$0	$0	$0
BRADLEY FISHER	TREASURER	2.0	Officer Director	$0	$0	$0
JOHN A WARNICK	BOARD MEMBER	2.0	Director	$0	$0	$0
THOMASINA WILLIAMS	BOARD MEMBER	2.0	Director	$0	$0	$0
MATTHEW WESLEY	BOARD MEMBER	2.0	Director	$0	$0	$0
KRISTeN HEANEY	BOARD MEMBER	2.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$687,065	$589,652	$212,965	$97,413

THE PURPOSEFUL PLANNING INSTITUTE