Is Center For Planning Excellence Inc Legit?

Quick charity verification for Center For Planning Excellence Inc (EIN: 203827040)

Verdict: Center For Planning Excellence Inc appears trustworthy

90/100Mission Score
$4.7MRevenue
$6.0MAssets
2Red Flags
5Strengths

Red Flags

Strengths

AI Transparency Report

The Center For Planning Excellence Inc (CPEX) demonstrates generally sound financial health, with consistent revenue generation and asset growth over the past decade. While the latest revenue figure of $4,725,440 is significantly higher than previous years, the most recent detailed filing (202212) shows revenue of $2,391,688 and expenses of $2,358,776, indicating that the organization is spending nearly all of its income on its operations. This suggests efficient use of funds, though it leaves little for building reserves. The consistent reporting of 0% officer compensation across all available filings is a strong indicator of transparency and a commitment to directing funds towards the mission rather than executive salaries. The organization's assets have steadily increased from $931,124 in 2016 to $2,777,224 in 2022, showing responsible financial management and growth in its resource base.

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Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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