Civic Intelligence

Center for Planning Excellence Inc.

990 • Fiscal year 2017 • EIN 20-3827040

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 19, 2018

Organization ProfileWWW.CPEX.ORG
100 Lafayette StreetBaton Rouge, LA 70801

(225) 267-6300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.31x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.21x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

36th percentile

-0.8%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$168,011

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

4.4%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$1,171,422

Up $240,298 (+26%) from 2016

Net Assets

Down

$809,316

Down $13,978 (-1.7%) from 2016

Liabilities

Up

$362,106

Up $254,276 (+236%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin36th percentile

Revenue

Up

$1,705,066

Up $72,030 (+4.4%) from 2016

Expenses

Up

$1,719,044

Up $32,114 (+1.9%) from 2016

Net Income

Up

-$13,978

Up $39,916 (+74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $866,117Liabilities 2010: $288,055Net Assets 2010: $578,0622010Assets 2011: $1,024,875Liabilities 2011: $288,888Net Assets 2011: $735,9872011Assets 2012: $1,293,355Liabilities 2012: $449,454Net Assets 2012: $843,9012012Assets 2013: $1,204,049Liabilities 2013: $260,712Net Assets 2013: $943,3372013Assets 2014: $1,282,768Liabilities 2014: $199,930Net Assets 2014: $1,082,8382014Assets 2015: $1,010,279Liabilities 2015: $143,332Net Assets 2015: $866,9472015Assets 2016: $931,124Liabilities 2016: $107,830Net Assets 2016: $823,2942016Assets 2017: $1,171,422Liabilities 2017: $362,106Net Assets 2017: $809,3162017Assets 2018: $1,405,930Liabilities 2018: $518,567Net Assets 2018: $887,3632018Assets 2019: $1,412,661Liabilities 2019: $504,643Net Assets 2019: $908,0182019Assets 2020: $2,121,162Liabilities 2020: $770,522Net Assets 2020: $1,350,6402020Assets 2021: $2,415,217Liabilities 2021: $566,669Net Assets 2021: $1,848,5482021Assets 2022: $2,777,224Liabilities 2022: $912,052Net Assets 2022: $1,865,1722022Assets 2023: $6,210,262Liabilities 2023: $3,413,680Net Assets 2023: $2,796,5822023Assets 2024: $6,033,437Liabilities 2024: $2,317,697Net Assets 2024: $3,715,7402024

Highlighted filing

2017

Assets$1,171,422
Liabilities$362,106
Net Assets$809,316
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,767,1472010Expenses 2011: $1,967,2202011Revenue 2012: $1,545,911Expenses 2012: $1,437,997Net Income 2012: $107,9142012Revenue 2013: $1,545,453Expenses 2013: $1,446,017Net Income 2013: $99,4362013Revenue 2014: $1,809,825Expenses 2014: $1,670,324Net Income 2014: $139,5012014Revenue 2015: $1,396,551Expenses 2015: $1,609,132Net Income 2015: -$212,5812015Revenue 2016: $1,633,036Expenses 2016: $1,686,930Net Income 2016: -$53,8942016Revenue 2017: $1,705,066Expenses 2017: $1,719,044Net Income 2017: -$13,9782017Revenue 2018: $2,174,394Expenses 2018: $2,096,347Net Income 2018: $78,0472018Revenue 2019: $1,637,952Expenses 2019: $1,617,297Net Income 2019: $20,6552019Revenue 2020: $2,701,191Expenses 2020: $2,356,353Net Income 2020: $344,8382020Revenue 2021: $2,315,226Expenses 2021: $1,817,315Net Income 2021: $497,9112021Revenue 2022: $2,391,688Expenses 2022: $2,358,776Net Income 2022: $32,9122022Revenue 2023: $3,572,073Expenses 2023: $2,656,951Net Income 2023: $915,1222023Revenue 2024: $4,725,440Expenses 2024: $3,806,285Net Income 2024: $919,1552024

Highlighted filing

2017

Revenue$1,705,066
Expenses$1,719,044
Net Income-$13,978
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 19, 2018
Return Version
2017v2.2
Gross Receipts
$1,705,066
Mission and Program Overview

Mission

The center for planning excellence (cpex) is a non-profit organization that coordinates urban, rural, and regional planning efforts in louisiana. We provide best-practice planning models, innovative policy ideas, and technical assistance to indvidual communities that wish to create and enact master plans dealing with transportation and infrastructure needs, equitable housing opportunities, environmental issues, and quality design for the built environment. Cpex brings community members and leaders together and provides guidance as they work toward a shared vision for future growth and development.

Cpex brings people, culture and planning together to make great communities happen.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$411,763$435,165▲ $23,402
Accounts Receivable$127,727$425,804▲ $298,077
Savings and Temporary Cash Investments$362,673$290,989▼ $71,684
Land, Buildings, and Equipment, Net$14,406$10,605▼ $3,801
Prepaid Expenses and Deferred Charges$14,555$8,859▼ $5,696
Total Assets$931,124$1,171,422▲ $240,298
Liabilities
Deferred Revenue$85,409$283,283▲ $197,874
Accounts Payable and Accrued Expenses$22,421$78,823▲ $56,402
Total Liabilities$107,830$362,106▲ $254,276
Net Assets / Fund Balance
Unrestricted Net Assets$495,657$678,079▲ $182,422
Temporarily Rstr Net Assets$327,637$131,237▼ $196,400
Total Net Assets Fund Balance$823,294$809,316▼ $13,978
Total Liabilities and Net Assets / Fund Balance$931,124$1,171,422▲ $240,298

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,605$89,779$100,384
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth ThomPresident/CEOFT$152,773$15,238$168,011
Elizabeth ThomasPresident/CEO-$152,773$15,238$168,011
Janet TharpEmployeeFT$128,476-$128,476
Rachel DirestoExec VPFT$104,330$8,614$112,944

Board Members and Trustees

NameTitle
Cordel HaymonChairman
Ashley SheltonMember
Deborah SternbMember
Donna FraicheMember
George BellMember
Helena CunningMember
James SlatonMember
Jay NolandMember
Jim BrandtMember
John Paul FuneMember
John SpainMember
Kenya MesserMember
Randy RusselMember
Robert TwilleyMember
Preston CastilSecretary
Robert SchneckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$281,938
Program Service Revenue
$1,384,812
Investment Income
$38,316
Other Revenue
$0
Change in Net Assets
$-13,978

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,705,066
Total Revenue per Audited Statements
$1,705,066
Total Revenue per Form 990
$1,705,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,332,780
Other Expenses$386,264
Total Fundraising Expense$104,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$707,616$164,720-$872,336
Current Officers, Directors, Trustees, and Key Employees$80,872$92,477$98,280$271,629
Conferences and Meetings$81,216$1,796-$83,012
Payroll Taxes$58,328$17,043$5,839$81,210
Other Employee Benefits$62,698$18,123-$80,821
Fees for Services Other$70,990$188-$71,178
Travel$33,161$19,713-$52,874
Occupancy$32,931$7,474-$40,405
Information Technology$29,316$4,966-$34,282
Fees for Services Accounting$24,171$8,238-$32,409
Pension Plan Contributions$20,778$6,006-$26,784
Office Expenses$20,452$2,191-$22,643
Fees for Services Legal$16,489$3,007-$19,496
Insurance$8,799$3,385-$12,184
Depreciation Depletion$3,540$1,556-$5,096
Other Expenses$1,739$2,488-$4,227
Advertising$1,526$18-$1,544
Total Functional Expenses$1,261,846$353,079$104,119$1,719,044

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,719,044
Total Expenses per Audited Statements$1,719,044
Total Expenses per Form 990$1,719,044
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 was provided to the board to review and was approved for filing prior to its submission to the internal revenue service”

Form 990, Part VI, Section B, Line 12C

“The organization undergoes an annual certification process confirming the policy's implementation and compliance”

Form 990, Part VI, Section B, Line 15

“Board of directors conduct an annual review of the ceo's performance and discuss it in executive session at a board meeting. Ceo and vice pres. Conduct staff performance review”

Form 990, Part VI, Section C, Line 19

“The center makes available its governing documents, policies and financial information to the general public upon request”

Filing and Contact Details

Filer

Filer Name
Center for Planning Excellence
EIN
20-3827040
Phone
2252676300
Address
100 LAFAYETTE STREET, BATON ROUGE, LA 70801

Signing Officer

Name
Camille Manning-broome
Title
President/CEO
Signed
2018-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Camille Manning-broome
Formed
2006
Legal Domicile
La
Voting Board Members
17
Independent Board Members
17
Employees
18
Volunteers
37

Preparer

Firm
Kidder & Schultz Cpas LLC
Address
720 FRANCE ST, BATON ROUGE, LA 70802
Preparer
Lee Kidder CPA
Phone
2253414136
Supplemental Narrative

Financial Statement Notes

Part X, Line 2

“Management of cpex believes that it has no material uncertai”

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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,171,422
Liabilities
$362,106
Net assets
$809,316
Revenue
$1,705,066
Expenses
$1,719,044
Net income
-$13,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$2.32$3.72$4.73$3.81$0.92
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.21$3.41$2.80$3.57$2.66$0.92
2022Detailed filing. Detailed filing data is available for this year.$2.78$0.91$1.87$2.39$2.36$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.57$1.85$2.32$1.82$0.50
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.77$1.35$2.70$2.36$0.34
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.50$0.91$1.64$1.62$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.52$0.89$2.17$2.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.36$0.81$1.71$1.72$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.11$0.82$1.63$1.69$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.14$0.87$1.40$1.61$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.20$1.08$1.81$1.67$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.26$0.94$1.55$1.45$0.10
2012Summary only. Only limited summary data is available for this year.$1.29$0.45$0.84$1.55$1.44$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.29$0.74$1.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.29$0.58$1.77