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
| Metric | Value |
|---|---|
| Total Revenue | $4.7M |
| Total Expenses | $2.4M |
| Program Spending | 85% |
| CEO/Top Officer Pay | $4,725,440 |
| Net Assets | $1.9M |
| Transparency Score | 90/100 |
Search Intent Cockpit
Center For Planning Excellence Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Center For Planning Excellence Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Center For Planning Excellence Inc in one place.
Form 990 Filing Summary
12 filing years are available, with latest revenue of $2.4M and expenses of $2.4M.
Revenue and Expenses
Center For Planning Excellence Inc reported $2.4M in revenue and $2.4M in expenses, a surplus of $33K.
Executive Compensation
Top officer compensation appears as $4,725,440 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
90/100 mission score, 2 red flags, and 5 strengths are shown from structured and AI review.
Is Center For Planning Excellence Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $2.0M (85%) |
Across stored filings, Center For Planning Excellence Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade A | 12 stored filing years |
| Peer context | Compare with Baton Rouge Capital Conflict Office Inc | Louisiana and Category M context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
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All Category M
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Baton Rouge, LA nonprofitsCategory M in Louisiana
Human Services in Louisiana
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Keep the Investigation Moving
Center For Planning Excellence Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
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.
Organization Overview
Center For Planning Excellence Inc is a mid-size nonprofit that has been operating for 20 years, with 12 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 1.1%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.4M |
| Total Expenses | $2.4M |
| Surplus / Deficit | +$33K |
| Total Assets | $2.8M |
| Total Liabilities | $912K |
| Net Assets | $1.9M |
| Operating Margin | 1.4% |
| Debt-to-Asset Ratio | 32.8% |
| Months of Reserves | 14.1 months |
Financial Health Grade: A
In 2022, Center For Planning Excellence Inc reported a surplus of $33K with revenue exceeding expenses, holds 14.1 months of operating reserves (strong position), has a debt-to-asset ratio of 32.8% (moderate leverage).
Financial Trends
Over 12 years of filings (2011–2022), Center For Planning Excellence Inc's revenue has grown at a compound annual growth rate (CAGR) of 1.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | +3.3% | +29.8% | +15.0% |
| 2021 | -14.3% | -22.9% | +13.9% |
| 2020 | +64.9% | +45.7% | +50.2% |
| 2019 | -24.7% | -22.9% | +0.5% |
| 2018 | +27.5% | +21.9% | +20.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
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.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $33K, with revenue exceeding expenses.
- Debt-to-asset ratio: 32.8%.
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 legitimate charity?
Center For Planning Excellence Inc (EIN: 203827040) is a registered tax-exempt nonprofit based in Louisiana. Our AI analysis gives it a Mission Score of 90/100. It has 12 years of IRS 990 filings on record. Total revenue: $4.7M. 2 red flags identified. 5 strengths noted. Financial health grade: A.
How does Center For Planning Excellence Inc spend its money?
Center For Planning Excellence Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Center For Planning Excellence Inc tax-deductible?
Center For Planning Excellence Inc is registered as a tax-exempt nonprofit (EIN: 203827040). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Center For Planning Excellence Inc CEO make?
Center For Planning Excellence Inc's highest-compensated officer earns $4,725,440 annually. The organization reported $4.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Center For Planning Excellence Inc's spending goes to programs?
Center For Planning Excellence Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Center For Planning Excellence Inc compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Center For Planning Excellence Inc is above average for NTEE category M20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Center For Planning Excellence Inc located?
Center For Planning Excellence Inc is headquartered in Baton Rouge, Louisiana and files with the IRS under EIN 203827040. It is classified under NTEE code M20.
How many years of IRS 990 filings does Center For Planning Excellence Inc have?
Center For Planning Excellence Inc has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.7M in total revenue.
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. % | |
|---|---|---|---|---|---|---|
| 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.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Center For Planning Excellence Inc:
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.