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
Unusually low liabilities relative to assets in some periods, which could warrant further investigation into financial structure.
The 0% officer compensation, while positive for mission spending, is highly unusual for an organization of this size and could indicate a complex compensation structure not fully transparent on the 990.
Strengths
Consistent program spending, with expenses closely matching revenue, indicating efficient use of funds.
Zero reported officer compensation across all filings, suggesting a strong commitment to directing funds to the mission.
Steady growth in assets over the past decade, from $931,124 in 2016 to $2,777,224 in 2022, indicating financial stability and growth.
Positive net income in most recent detailed filings (e.g., $32,912 in 202212), contributing to asset growth.
Long filing history (12 filings) demonstrates consistent compliance and transparency.
Spending Breakdown
How Center For Planning Excellence Inc allocates its funds across programs, administration, and fundraising.
85%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
5%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Center For Planning Excellence Inc
Is Center For Planning Excellence Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Center For Planning Excellence Inc (EIN: 203827040) appears trustworthy. Mission Score: 90/100. 2 red flags identified, 5 strengths noted.
Is Center For Planning Excellence Inc a good charity to donate to?
Center For Planning Excellence Inc has a Mission Score of 90/100. Revenue: $4.7M. Assets: $6.0M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Center For Planning Excellence Inc?
The Employer Identification Number (EIN) for Center For Planning Excellence Inc is 203827040. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Center For Planning Excellence Inc spend its money?
Center For Planning Excellence Inc allocates 85% to programs, 10% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Center For Planning Excellence Inc's tax-exempt status?
You can verify Center For Planning Excellence Inc's tax-exempt status using EIN 203827040 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
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.