The Charitable Estate Planning Institute
- Assets
- $10.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Brentwood, TN
- Founding
- 03/2015
- Data as of
- 11/2022
- EIN
- 46-1828380
Organization Overview
The Charitable Estate Planning Institute is located in Brentwood, TN. The organization was established in 2015. According to its NTEE Classification (S03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charitable Estate Planning Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 11/2022, Charitable Estate Planning Institute generated $76.6k in total revenue. This organization has experienced exceptional growth, as over the past 2 years, it has increased revenue by an average of 14.9% each year . All expenses for the organization totaled $66.6k during the year ending 11/2022. While expenses have increased by 11.3% per year over the past 2 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Johni Hays Director | 1 | $0 | |
William Gustoff Director | 1 | $0 | |
Jeremy Pharr Director President Treasurer | 1 | $0 | |
R Edward Thompson Director Chair | 1 | $0 | |
Karen Rawson Secretary | 8 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $76,609 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $76,609 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $38,969 |
| Occupancy, rent, utilities, and maintenance | $13,109 |
| Printing, publications, postage, and shipping | $3,056 |
| Other expenses | $11,452 |
| Total expenses | $66,586 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $10,023 |
| Other assets | $0 |
| Total assets | $10,023 |
| Total liabilities | $0 |
| Net assets or fund balances | $10,023 |
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