The Charitable Estate Planning Institute
- Assets
- $4.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Brentwood, TN
- Founding
- 03/2015
- Data as of
- 11/2023
- 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 11/2023, Charitable Estate Planning Institute generated $74.8k in total revenue. The organization has seen a slow decline revenue. Over the past 2 years, revenues have fallen by an average of (1.2%) each year. All expenses for the organization totaled $70.5k during the year ending 11/2023. You can explore the organizations financials more deeply in the financial statements section below.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Johni Hays Director | 1 | $0 | |
Jeremy Pharr President Director Treasurer | 1 | $0 | |
Charles Slamar Dean Director | 1 | $0 | |
R Edward Thompson Chairman Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $74,801 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $74,801 |
| 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 | $36,000 |
| Occupancy, rent, utilities, and maintenance | $27,396 |
| Printing, publications, postage, and shipping | $7,126 |
| Other expenses | $0 |
| Total expenses | $70,522 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $4,279 |
| Other assets | $0 |
| Total assets | $4,279 |
| Total liabilities | $0 |
| Net assets or fund balances | $4,279 |