DENVER, CO
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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)
Rendezvous is the Purposeful Planning Institute's flagship event and is the premier and most professionally diverse gathering of its kind. Rendezvous brings together professionals representing more...
Rendezvous is the Purposeful Planning Institute's flagship event and is the premier and most professionally diverse gathering of its kind. Rendezvous brings together professionals representing more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions centered on family dynamics, governance, collaboration, philanthropy and personal development and growth. Rendezvous is known for its unique atmosphere and one-of-a-kind learning and networking opportunities.
The Purposeful Planning Symposium is a virtual event that brings together nationally renowned faculty for unique and engaging educational and professional development opportunities that showcase the...
The Purposeful Planning Symposium is a virtual event that brings together nationally renowned faculty for unique and engaging educational and professional development opportunities that showcase the benefits of infusing best practices from the domains of relational, philanthropic and legacy planning into the technical aspects of Estate Planning and Wealth Management. Symposium offers practical guidance, tips and substantive materials to elevate the estate, transition and charitable planning conversations. Sessions are delivered through an interactive virtual format and are accredited for continuing professional education credit through the CFP Board and the Colorado Supreme Court Office of Continuing Legal and Judicial Education.
PPI membership is designed to build collaboration between professional disciplines and support advisors and consultants who want to serve their clients and their clients' families in deeper and more...
PPI membership is designed to build collaboration between professional disciplines and support advisors and consultants who want to serve their clients and their clients' families in deeper and more positive ways. Benefits of membership include access to our Thought Leader & Industry Innovator webinars, Member Resources, and more. LINE 4D, PROGRAM SERVICE ------------------------- Purposeful Trusts & Legacies Mastery eLearning Program (Mastery 101) is designed for Estate Planning Attorneys, CFPs, Wealth Planning Strategists, Family Enterprise Coaches, Trustees, Legacy Consultants, and Planned Giving Professionals who want to assist their clients in creating Purposeful Trusts & Legacies. This program is comprised of 10 on-demand / self-paced modules with more than 50 individual lessons and over 8 hours of video content. Lessons are designed to be completed in 10-15 minutes. It also includes 130+ pages of exercises, samples and other materials. The 10 modules included in the Purposeful Trusts & Legacies Mastery eLearning Program are accredited for continuing professional education credits through the CFP Board and the Colorado Supreme Court Office of Continuing Legal and Judicial Education.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $687,065 | N/A | N/A |
| Expenses | $589,652 | N/A | N/A |
| Net Income | $97,413 | $0 | N/A |
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
Sign In| 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 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $687,065 | $589,652 | $212,965 | $97,413 |
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