Civic Intelligence

Permanent Planning Inc.

990 • Fiscal year 2014 • EIN 23-7271195

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 03, 2015

Organization ProfileWWW.PERMANENTPLANNING.ORG
4901 University AveRoom/Suite D50613

(319) 277-1410

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,639,595

Down $35,970 (-2.1%) from 2013

Net Assets

Down

$1,639,595

Down $35,970 (-2.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin13th percentile

Revenue

$172,284

No earlier filing loaded for comparison.

Expenses

Up

$208,254

Up $8,052 (+4.0%) from 2013

Net Income

-$35,970

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2014

Assets$1,639,595
Liabilities$0
Net Assets$1,639,595
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$172,284
Expenses$208,254
Net Income-$35,970
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 3, 2015
Return Version
2013v4.0
Gross Receipts
$812,753
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
Rtn Earn Endowment Incm Other Fnds$1,131,582$1,092,554▼ $39,028
Land, Buildings, and Equipment, Net$929,400$954,582▲ $25,182
Investments in Publicly Traded Securities$744,859$669,090▼ $75,769
Cap Stk Tr Prin Current Funds$543,983$547,041▲ $3,058
Savings and Temporary Cash Investments-$8,092-
Cash and Non-Interest-Bearing Accounts$1,306$7,831▲ $6,525
Total Assets$1,675,565$1,639,595▼ $35,970
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,675,565$1,639,595▼ $35,970
Total Liabilities and Net Assets / Fund Balance$1,675,565$1,639,595▼ $35,970

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$622,173$1,819,650$2,441,823
Land$332,409-$332,409
Other Land Buildings-$293,629$293,629
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Lin SlattenowPresident
David NordykeDirector
Doreen Towsley-cookDirector
GENE O'DONALDDirector
Jamie CookDirector
Michael MeindersDirector
Norman LemmonDirector
Robert BurkgrenDirector
Shirley FoglemanDirector
Karen SundSecretary
Tony ClasenTreasurer
Brenda HempenVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Exceptional Persons INCClient Advocacy-$202,204
Revenue and Support

Revenue Composition

Contributions and Grants
$3,058
Program Service Revenue
$0
Investment Income
$81,758
Other Revenue
$87,468
All Other Contributions
$3,058
Change in Net Assets
$-35,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,254
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$202,204--$202,204
Fees for Service Investment Mgmnt Fees-$5,854-$5,854
Other Expenses-$196-$196
Total Functional Expenses$202,204$6,050$0$208,254
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 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 memebers 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

EIN
23-7271195
Phone
3192771410

Signing Officer

Name
Tony Clasen
Title
Treasurer
Phone
3192771410
Signed
2015-02-03

Organization Details

Principal Officer
Brenda Hempen
Formed
1973
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Advocacy services 202,204 0 0”

Raw XML Appendix384 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028591
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0110846
IRS990ScheduleA/InvestmentIncomeCYPct00.07000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.05040
IRS990ScheduleA/PublicSupportPY509Pct00.02930
IRS990ScheduleA/PublicSupportTotal509Amt083203
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0300666
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0300666
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0294366
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0281226
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0280926
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01457850
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0300666
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0300666
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0294366
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0281226
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0280926
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01457850
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0315247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0311597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0316338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0308255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0289616
IRS990ScheduleA/Total509Grp/TotalAmt01541053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0331115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0331589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0338745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0332243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0318207
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01651899
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0622173
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01819650
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02441823
IRS990ScheduleD/LandGrp/BookValueAmt0332409
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0332409
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0293629
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0293629
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0954582
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMEBERS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVOCACY SERVICES 202,204 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01675565
IRS990/TotalAssetsEOYAmt01639595
IRS990/TotalAssetsGrp/BOYAmt01675565
IRS990/TotalAssetsGrp/EOYAmt01639595
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03058
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06050
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0202204
IRS990/TotalFunctionalExpensesGrp/TotalAmt0208254
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01675565
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01639595
IRS990/TotalProgramServiceExpensesAmt0202204
IRS990/TotalRevenueGrp/ExclusionAmt015868
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0153358
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0172284
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01675565
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01639595
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104901 UNIVERSITY AVE
IRS990/USAddress/City0CEDAR FALLS
IRS990/USAddress/State0IA
IRS990/USAddress/ZIPCode050613
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.PERMANENTPLANNING.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TONY CLASEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03192771410
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10PERMANENT PLANNING INC
ReturnHeader/Filer/BusinessNameControlTxt0PERM
ReturnHeader/Filer/EIN0237271195
ReturnHeader/Filer/PhoneNum03192771410
ReturnHeader/Filer/USAddress/AddressLine104901 UNIVERSITY AVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE D
ReturnHeader/Filer/USAddress/City0CEDAR FALLS
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050613
ReturnHeader/ReturnTs02015-02-05T08:02:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,639,595
Liabilities
$0
Net assets
$1,639,595
Revenue
$172,284
Expenses
$208,254
Net income
-$35,970
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