Center For Planning Excellence Inc
- Assets
- $2.4m
- Revenue
- $2.3m
- Investments
- $0.0
- Employees
- 22
- Location
- Baton Rouge, LA
- Founding
- 01/2006
- Data as of
- 12/2021
- EIN
- 20-3827040
Organization Overview
Center For Planning Excellence Inc is located in Baton Rouge, LA. The organization was established in 2006. According to its NTEE Classification (M20) the organization is classified as: Disaster Preparedness & Relief Services, under the broad grouping of Public Safety, Disaster Preparedness & Relief and related organizations. As of 12/2021, Center For Planning Excellence Inc employed 22 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Center For Planning Excellence Inc 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 12/2021, Center For Planning Excellence Inc generated $2.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.5% each year. All expenses for the organization totaled $1.8m during the year ending 12/2021. While expenses have increased by 1.8% per year over the past 7 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
CPEX BRINGS PEOPLE, CULTURE AND PLANNING TOGETHER TO MAKE GREAT COMMUNITIES HAPPEN.
Describe the Organization's Program Activity:
Part 3 - Line 4a
RESILIENT COASTAL COMMUNITIES -
COMMUNITY PLANNING - CPEX HELPS TO BUILD NEEDED PLANNING
COMMUNICATIONS - CPEX USES COMMUNICATIONS TO ELEVATE ITS PROGRAMS AND
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Camille Mannin President, CEO | OfficerTrustee | 40 | $172,645 |
Janet Tharp Employee | Officer | 40 | $158,925 |
Jessica Kemp Vice President | 40 | $129,055 | |
Jeanette Dubin Employee | 40 | $101,277 | |
Preston Castil Chair | OfficerTrustee | 1 | $0 |
Jim Brandt Vice Chair | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $137,699 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $342,779 |
| Noncash contributions included in lines 1a–1f | $250 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $480,478 |
| Total Program Service Revenue | $1,757,389 |
| Investment income | $77,359 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,315,226 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $331,571 |
| Compensation of current officers, directors, key employees. | $119,557 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $725,684 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $72,936 |
| Payroll taxes | $76,206 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $46,329 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $432,874 |
| Advertising and promotion | $0 |
| Office expenses | $5,374 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $22,411 |
| Travel | $40,324 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $5,051 |
| Insurance | $13,716 |
| All other expenses | $0 |
| Total functional expenses | $1,817,315 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $467,470 |
| Savings and temporary cash investments | $729,090 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $320,593 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $14,290 |
| Net Land, buildings, and equipment | $7,937 |
| Investments—publicly traded securities | $875,837 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,415,217 |
| Accounts payable and accrued expenses | $93,740 |
| Grants payable | $0 |
| Deferred revenue | $435,429 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $37,500 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $566,669 |
| Net assets without donor restrictions | $1,848,548 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,415,217 |
Grants Awarded
Over the last fiscal year, Center For Planning Excellence Inc has awarded $11,550 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
GRAPHIC PRINTS VIA 4556 GOVERNMENT HOLDINGS PURPOSE: INCENTIVE TO OWNERS AND LESSEES OF PROPERTIES AND SMALL BUSINESSES LOCATED ALONG THE GOVERNMENT STREET CORRIDOR FOR FUNDS THAT WILL BE SPENT ON APPROVED EXTERIOR SITE DEMOLITION AND IMPROVEMENTS. | $6,375 |
LOUISIANA PURCHASE REAL ESTATE SERVICES LLC PURPOSE: INCENTIVE TO OWNERS AND LESSEES OF PROPERTIES AND SMALL BUSINESSES LOCATED ALONG THE GOVERNMENT INCENTIVE TO OWNERS AND LESSEES OF PROPERTIES AND SMALL BUSINESSES LOCATED ALONG THE GOVERNMENT STREET CORRIDOR FOR FUNDS THAT WILL BE SPENT ON APPROVED EXTERIOR SITE DEMOLITION AND IMPROVEMENTS. | $5,175 |
Grants Recieved
Over the last fiscal year, we have identified 9 grants that Center For Planning Excellence Inc has recieved totaling $443,779.
| Awarding Organization | Amount |
|---|---|
Silicon Valley Community Foundation Mountain View, CA PURPOSE: Community Development | $150,000 |
Walton Family Foundation Inc Bentonville, AR PURPOSE: TO SUPPORT RESILIENCE AND RESTORATION PLANNING IN COASTAL LOUISIANA. | $125,000 |
Baton Rouge Area Foundation Baton Rouge, LA PURPOSE: GENERAL SUPPORT AND SUPPORT FOR THE SMART GROWTH SUMMIT 2021 | $50,250 |
American Heart Association Inc Dallas, TX PURPOSE: CHILDHOOD OBESITY | $50,000 |
E Pluribus Unum Institute New Orleans, LA PURPOSE: GENERAL SUPPORT | $37,500 |
The Greater New Orleans Foundation New Orleans, LA PURPOSE: ECONOMIC DEVELOPMENT | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Blue Cross And Blue Shield Of Louisiana Foundation Baton Rouge, LA | $38,803,366 | $3,754,107 |
Keller Williams Realty Cares Austin, TX | $19,707,329 | $6,197,000 |
Austin Disaster Relief Network Austin, TX | $6,149,250 | $10,124,383 |
Renaissance Community Loan Fund Inc Gulfport, MS | $50,426,367 | $5,045,088 |
Disaster Services Corporation - Society Of St Vincent De Paul Usa Irving, TX | $1,679,476 | $4,397,385 |
Texas Pharmacy Association Austin, TX | $4,115,676 | $2,489,721 |
Center For Planning Excellence Inc Baton Rouge, LA | $2,415,217 | $2,315,226 |
Resilience Force New Orleans, LA | $1,824,285 | $3,073,009 |
Pro Bono Publico Foundation New Orleans, LA | $1,527,473 | $1,031,485 |
Plaquemines Community Care Centers Foundation Inc Belle Chasse, LA | $2,311,370 | $1,731,161 |
Houston Responds Houston, TX | $442,422 | $1,237,331 |
C Spire Wireless Foundation Ridgeland, MS | $417,223 | $2,500 |