Center For Planning Excellence Inc

Center For Planning Excellence Inc consistently spends nearly all revenue on operations with no reported officer compensation.

EIN: 203827040 · Baton Rouge, LA · NTEE: M20 · Updated: 2026-03-28

$4.7MRevenue

$6.0MAssets

90/100Mission Score (Excellent)

M20

About Center For Planning Excellence Inc

Center For Planning Excellence Inc (EIN: 203827040) is a nonprofit organization based in Baton Rouge, LA, classified under NTEE code M20. The organization reported total revenue of $4.7M and total assets of $6.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Center For Planning Excellence Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

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.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Center For Planning Excellence Inc with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

admin: 10%
programs: 85%
fundraising: 5%

According to IRS 990 filings, Center For Planning Excellence Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no officers received compensation from the organization. This is highly unusual for an organization of its size, with latest revenue of $4,725,440 and assets of $6,033,437, and suggests either a volunteer leadership model or that compensation is covered by other means not reported as officer compensation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Center For Planning Excellence Inc's IRS 990 filings:

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

The following positive indicators were identified for Center For Planning Excellence Inc:

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.

Frequently Asked Questions about Center For Planning Excellence Inc

Is Center For Planning Excellence Inc a good charity?

Based on the available IRS 990 data, Center For Planning Excellence Inc appears to be a very good charity. It consistently spends nearly all of its revenue on its programs and operations, and notably reports 0% officer compensation, indicating a strong commitment to its mission and efficient use of funds.

How has CPEX's financial health changed over time?

CPEX has shown consistent growth in revenue and assets over the past decade. Revenue has generally increased from around $1.4 million in 2015 to $2.39 million in 2022, with the latest reported revenue at $4.7 million. Assets have also steadily grown from $931,124 in 2016 to $2,777,224 in 2022, demonstrating improving financial stability.

What is the significance of 0% officer compensation?

The 0% officer compensation reported across all filings is highly significant. It suggests that the organization's leadership either volunteers their time, or their compensation is covered by a related entity or through other means not classified as officer compensation on the 990. This practice, if truly volunteer-based, indicates an exceptional dedication to maximizing funds for programmatic activities.

Does CPEX have sufficient reserves?

While CPEX's assets have grown, its expenses in recent years (e.g., $2,358,776 in 2022 against $2,391,688 revenue) indicate that it spends close to its annual income. With assets of $2,777,224 in 2022, it holds roughly one year's worth of operating expenses in reserves, which is a reasonable but not overly robust position.

Filing History

IRS 990 filing history for Center For Planning Excellence Inc showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2011–2022), Center For Planning Excellence Inc's revenue has grown by 12.5%, moving from $2.1M to $2.4M. Total assets increased by 171% over the same period, from $1.0M to $2.8M. Total functional expenses rose by 19.9%, from $2.0M to $2.4M. In its most recent filing year (2022), Center For Planning Excellence Inc reported a surplus of $33K, with revenue exceeding expenses. The organization holds $912K in liabilities against $2.8M in assets (debt-to-asset ratio: 32.8%), resulting in net assets of $1.9M.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2022	$2.4M	$2.4M	$2.8M	$912K	—	View 990
2021	$2.3M	$1.8M	$2.4M	$567K	—	View 990
2020	$2.7M	$2.4M	$2.1M	$771K	—	View 990
2019	$1.6M	$1.6M	$1.4M	$505K	—	View 990
2018	$2.2M	$2.1M	$1.4M	$519K	—	View 990
2017	$1.7M	$1.7M	$1.2M	$362K	—	—
2016	$1.6M	$1.7M	$931K	$108K	—	View 990
2015	$1.4M	$1.6M	$1.0M	$143K	—	View 990
2014	$1.8M	$1.7M	$1.3M	$200K	—	View 990
2013	$1.5M	$1.4M	$1.2M	$261K	—	View 990
2012	$1.5M	$1.4M	$1.3M	$449K	—	View 990
2011	$2.1M	$2.0M	$1.0M	$289K	—	View 990

Year-by-Year Financial Summary

2022: Revenue of $2.4M, expenses of $2.4M, and assets of $2.8M (revenue +3.3% year-over-year).
2021: Revenue of $2.3M, expenses of $1.8M, and assets of $2.4M (revenue -14.3% year-over-year).
2020: Revenue of $2.7M, expenses of $2.4M, and assets of $2.1M (revenue +64.9% year-over-year).
2019: Revenue of $1.6M, expenses of $1.6M, and assets of $1.4M (revenue -24.7% year-over-year).
2018: Revenue of $2.2M, expenses of $2.1M, and assets of $1.4M (revenue +27.5% year-over-year).
2017: Revenue of $1.7M, expenses of $1.7M, and assets of $1.2M (revenue +4.4% year-over-year).
2016: Revenue of $1.6M, expenses of $1.7M, and assets of $931K (revenue +16.9% year-over-year).
2015: Revenue of $1.4M, expenses of $1.6M, and assets of $1.0M (revenue -22.8% year-over-year).
2014: Revenue of $1.8M, expenses of $1.7M, and assets of $1.3M (revenue +17.1% year-over-year).
2013: Revenue of $1.5M, expenses of $1.4M, and assets of $1.2M (revenue +-0.0% year-over-year).
2012: Revenue of $1.5M, expenses of $1.4M, and assets of $1.3M (revenue -27.3% year-over-year).
2011: Revenue of $2.1M, expenses of $2.0M, and assets of $1.0M.

Data Sources and Methodology

This transparency report for Center For Planning Excellence Inc 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.