The Charitable Estate Planning Institute

Analysis

The Charitable Estate Planning Institute is a registered charity in United States, based in Brentwood, TN. It received its IRS tax-exemption ruling in March 2015, 11 years ago. Its declared purposes cover community improvement and capacity building, which this site groups under community and economic development. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending November 2023, The Charitable Estate Planning Institute reported income of $75k and spending of $71k, spending 94% of its income. Across the 2 years on record, from November 2022 to November 2023, income fell from $77k to $75k (-2.4%), an average of -2.4% a year. Over the whole period it spent 91% of the income it received.

Among 19,475 United States charities whose main cause is community and economic development and that reported income, The Charitable Estate Planning Institute sits at the 29th percentile: it is larger than about 29% of them. Against every charity in United States with reported income it ranks in the 29th percentile, and in the 28th percentile within TN. Charities of a similar size with the same main cause include Rotary Club of Three Creeks Foundation ($75k), Quincy Service League ($75k) and Lp-Ec Quality Destination Inc ($75k).

On its Form 990-EZ for the period ending November 2023, revenue came from program service revenue 100% of the total. At year end it held assets of $4,279 against liabilities of $0, net assets of $4,279.