Civic Intelligence

Permanent Planning Inc

EIN 23-7271195 • 501(c)3 • Cedar Falls, IA

Profile

Acting as legally appointed guardian, permanent planning, inc. Identifies, secures, and monitors needed and client directed services and supports for people with intellectual disabilities.

4901 University Ave DCedar Falls, IA 50613

www.permanentplanning.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-151%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-6.3%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$2,123,490

Down $138,925 (-6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,123,490

Down $138,925 (-6.1%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin2nd percentile

Revenue

Up

$91,970

Up $39,051 (+74%) from 2023

Expenses

Up

$230,895

Up $21,138 (+10%) from 2023

Net Income

Up

-$138,925

Up $17,913 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $1,732,354Liabilities 2012: $0Net Assets 2012: $1,732,3542012Assets 2013: $1,675,565Liabilities 2013: $0Net Assets 2013: $1,675,5652013Assets 2014: $1,639,595Liabilities 2014: $0Net Assets 2014: $1,639,5952014Assets 2015: $1,570,460Liabilities 2015: $0Net Assets 2015: $1,570,4602015Assets 2016: $1,776,260Liabilities 2016: $0Net Assets 2016: $1,776,2602016Assets 2017: $1,954,202Liabilities 2017: $0Net Assets 2017: $1,954,2022017Assets 2018: $2,043,334Liabilities 2018: $0Net Assets 2018: $2,043,3342018Assets 2019: $1,963,013Liabilities 2019: $0Net Assets 2019: $1,963,0132019Assets 2020: $1,980,506Liabilities 2020: $0Net Assets 2020: $1,980,5062020Assets 2021: $2,481,011Liabilities 2021: $0Net Assets 2021: $2,481,0112021Assets 2022: $2,419,253Liabilities 2022: $0Net Assets 2022: $2,419,2532022Assets 2023: $2,262,415Liabilities 2023: $0Net Assets 2023: $2,262,4152023Assets 2024: $2,123,490Liabilities 2024: $0Net Assets 2024: $2,123,4902024

Highlighted filing

2024

Assets$2,123,490
Liabilities$0
Net Assets$2,123,490
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $195,2542012Expenses 2013: $200,2022013Revenue 2014: $172,284Expenses 2014: $208,254Net Income 2014: -$35,9702014Revenue 2015: $138,706Expenses 2015: $207,841Net Income 2015: -$69,1352015Revenue 2016: $376,119Expenses 2016: $170,319Net Income 2016: $205,8002016Revenue 2017: $341,268Expenses 2017: $163,326Net Income 2017: $177,9422017Revenue 2018: $258,055Expenses 2018: $168,923Net Income 2018: $89,1322018Revenue 2019: $105,030Expenses 2019: $185,351Net Income 2019: -$80,3212019Revenue 2020: $209,969Expenses 2020: $192,476Net Income 2020: $17,4932020Revenue 2021: $678,538Expenses 2021: $178,033Net Income 2021: $500,5052021Revenue 2022: $120,325Expenses 2022: $182,083Net Income 2022: -$61,7582022Revenue 2023: $52,919Expenses 2023: $209,757Net Income 2023: -$156,8382023Revenue 2024: $91,970Expenses 2024: $230,895Net Income 2024: -$138,9252024

Highlighted filing

2024

Revenue$91,970
Expenses$230,895
Net Income-$138,925
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,123,490
Liabilities
$0
Net assets
$2,123,490
Revenue
$91,970
Expenses
$230,895
Net income
-$138,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.23$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.05$0.21$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.12$0.18$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.68$0.18$0.50
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.21$0.19$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.11$0.19$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.26$0.17$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.34$0.16$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.38$0.17$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.14$0.21$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.17$0.21$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,528,988
Mission and Program Overview

Mission

Acting as legally appointed guardian, permanent planning, inc. Identifies, secures, and monitors needed and client directed services and supports for people with intellectual disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,694,646$1,769,375▲ $74,729
Rtn Earn Endowment Incm Other Fnds$1,698,522$1,559,597▼ $138,925
Cap Stk Tr Prin Current Funds$563,893$563,893→ $0
Cash and Non-Interest-Bearing Accounts$142,566$165,468▲ $22,902
Land, Buildings, and Equipment, Net$176,070$104,807▼ $71,263
Other Notes and Loans Receivable, Net$249,133$83,840▼ $165,293
Total Assets$2,262,415$2,123,490▼ $138,925
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,262,415$2,123,490▼ $138,925
Total Liabilities and Net Assets / Fund Balance$2,262,415$2,123,490▼ $138,925

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$64,767$458,302$523,069
Other Land Buildings-$52,129$52,129
Land$40,040-$40,040
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jamie CookPresident
Brenda HempenDirector
David NordykeDirector
Doreen Towsley-cookDirector
Lin SlattenowDirector
Norman LemmonDirector
Robert BurkgrenDirector
Shirley FoglemanDirector
Michael MeindersPast Preside
Karen SundSecretary
Tony ClasenTreasurer
Dr Michael DetersVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Exceptional Persons INCClient Advocacy760 ANSBOROUGH AVE, WATERLOO IA 50701, Waterloo, IA 50701$191,307
Revenue and Support

Revenue Composition

Contributions and Grants
$2,000
Program Service Revenue
$9,062
Investment Income
$47,209
Other Revenue
$33,699
All Other Contributions
$2,000
Change in Net Assets
$-138,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,895
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$191,307$86-$191,393
Fees for Service Investment Mgmnt Fees-$24,120-$24,120
Insurance-$15,382-$15,382
Total Functional Expenses$191,307$39,588$0$230,895
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided to the board members for their review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“An annual disclosure statement is required from all board members.”

Form 990, Page 6, Part VI, Line 19

“Documents are provided when requested by a member of the general public.”

Filing and Contact Details

Filer

Filer Name
Permanent Planning Inc
EIN
23-7271195
Phone
3192771410
Address
4901 UNIVERSITY AVE D, CEDAR FALLS, IA 50613

Signing Officer

Name
Tony Clasen
Title
Treasurer
Signed
2025-05-14

Organization Details

Principal Officer
Jamie Cook
Formed
1973
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
2

Preparer

Firm
Carney Alexander Marold & Co Llp
Address
PO BOX 1290, WATERLOO, IA 50704-1290
Preparer
Janel Ruzicka
Phone
3192333318
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Advocacy services 191,307 0 0 miscellaneous 0 86 0 total 191,307 86 0”

Raw XML AppendixShowing 400 of 407 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ANNUAL DISCLOSURE STATEMENT IS REQUIRED FROM ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE PROVIDED WHEN REQUESTED BY A MEMBER OF THE GENERAL PUBLIC.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TONY CLASEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARNEY ALEXANDER MAROLD & CO LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14

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