Person · officer / director

Kristen Heaney

Board Member · Purposeful Planning Institute

Board Member at Purposeful Planning Institute. Listed as an officer, director, or key employee across 1 organization on the Form 990 record.

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Ambiguous identity This name matches 1 other individual we could not verify as the same person. Each is kept as a separate record below — treat them as distinct people unless an explicit match is confirmed.

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Who this is

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Everything on the left is verified from the IRS filings. The biography on the right is compiled from public web sources and grounded to that filed record.

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●

Reported as Board Member of Purposeful Planning Institute, based in Denver, CO.

Facts extracted directly from each organization's Form 990, Part VII.

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Affiliations

Organizations

Purposeful Planning Institute Board Member · $687K revenue · Denver, COPurposeful Planning Institute is a nonprofit learning center, professional networking and collaboration platform for advisors and consultants serving…Filed FY2024 · Source: Form 990, Part VII

Disambiguation

Other people named Kristen Heaney

Different individuals who share this name, separated by IRS Schedule R, mailing address, and shared-board evidence. The 990 carries no person identifier, so some may still be the same person.

Kristen Heaney 1 organization · Vero Beach, FLYouth for Christ Indian River Countyinc

Network

Serves alongside

Other officers, directors & key employees at this person's organizations, by latest reported compensation.

Julie Dorosz

Executive Director/Secretary · FY2024

$93K

Josh Patrick

Past Chair (to 09/2024) · FY2024

Board Chair · FY2024

Vice-Chair · FY2024

Treasurer · FY2024

Board Member · FY2024

Thomasina Williams

Board Member · FY2024

Matthew Wesley

Board Member · FY2024

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