The Charitable Estate Planning Institute
EIN: 461828380 · Brentwood, TN · NTEE: S03
| Metric | Value |
|---|---|
| Total Revenue | $97K |
| Total Expenses | $71K |
| Net Assets | $4K |
Is The Charitable Estate Planning Institute Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About The Charitable Estate Planning Institute
The Charitable Estate Planning Institute (EIN: 461828380) is a nonprofit organization based in Brentwood, TN, classified under NTEE code S03. The organization reported total revenue of $97K and total assets of $16K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Charitable Estate Planning Institute's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Charitable Estate Planning Institute is a micro nonprofit that has been operating for 11 years, with 3 years of IRS 990 filings on record (2018–2023). Revenue has grown at a compound annual rate of 5.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $75K |
| Total Expenses | $71K |
| Surplus / Deficit | +$4K |
| Total Assets | $4K |
| Net Assets | $4K |
| Operating Margin | 5.7% |
| Months of Reserves | 0.7 months |
Financial Health Grade: A
In 2023, The Charitable Estate Planning Institute reported a surplus of $4K with revenue exceeding expenses, holds 0.7 months of operating reserves (limited).
Financial Trends
Over 3 years of filings (2018–2023), The Charitable Estate Planning Institute's revenue has grown at a compound annual growth rate (CAGR) of 5.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -2.4% | +5.9% | -57.3% |
| 2022 | +32.0% | +23.9% | +135.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2015 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for The Charitable Estate Planning Institute has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The Charitable Estate Planning Institute with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $4K, with revenue exceeding expenses.
Frequently Asked Questions about The Charitable Estate Planning Institute
Is The Charitable Estate Planning Institute a legitimate charity?
Based on AI analysis of IRS 990 filings, The Charitable Estate Planning Institute (EIN: 461828380) insufficient data. 0 red flags identified, 0 strengths noted.
How does The Charitable Estate Planning Institute spend its money?
Detailed spending breakdown data is not yet available for The Charitable Estate Planning Institute. Check back for updated IRS 990 analysis.
Are donations to The Charitable Estate Planning Institute tax-deductible?
The Charitable Estate Planning Institute is registered as a tax-exempt nonprofit (EIN: 461828380). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is The Charitable Estate Planning Institute located?
The Charitable Estate Planning Institute is headquartered in Brentwood, Tennessee and files with the IRS under EIN 461828380. It is classified under NTEE code S03.
How many years of IRS 990 filings does The Charitable Estate Planning Institute have?
The Charitable Estate Planning Institute has 3 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $97K in total revenue.
Filing History
IRS 990 filing history for The Charitable Estate Planning Institute showing financial trends over 3 years of public records:
Over 3 years of IRS 990 filings (2018–2023), The Charitable Estate Planning Institute's revenue has grown by 28.9%, moving from $58K to $75K. Total assets increased by 0.4% over the same period, from $4K to $4K. Total functional expenses rose by 31.2%, from $54K to $71K. In its most recent filing year (2023), The Charitable Estate Planning Institute reported a surplus of $4K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $75K | $71K | $4K | $0 | — | — |
| 2022 | $77K | $67K | $10K | $0 | — | View 990 |
| 2018 | $58K | $54K | $4K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $75K, expenses of $71K, and assets of $4K (revenue -2.4% year-over-year).
- 2022: Revenue of $77K, expenses of $67K, and assets of $10K (revenue +32.0% year-over-year).
- 2018: Revenue of $58K, expenses of $54K, and assets of $4K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Charitable Estate Planning Institute:
Data Sources and Methodology
This transparency report for The Charitable Estate Planning Institute is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.