Civic Intelligence

Permanent Planning Inc.

990 • Fiscal year 2015 • EIN 23-7271195

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 02, 2016

4901 University Ave DCedar Falls, IA 50613

(319) 277-1410

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,570,460

Down $69,135 (-4.2%) from 2014

Net Assets

Down

$1,570,460

Down $69,135 (-4.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Down

$138,706

Down $33,578 (-19%) from 2014

Expenses

Down

$207,841

Down $413 (-0.2%) from 2014

Net Income

Down

-$69,135

Down $33,165 (-92%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$1,570,460
Liabilities$0
Net Assets$1,570,460

Operations Trend

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

2015

Revenue$138,706
Expenses$207,841
Net Income-$69,135
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 2, 2016
Return Version
2014v6.0
Gross Receipts
$466,778
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$1,092,554$1,020,709▼ $71,845
Land, Buildings, and Equipment, Net$954,582$927,255▼ $27,327
Investments in Publicly Traded Securities$669,090$634,235▼ $34,855
Cap Stk Tr Prin Current Funds$547,041$549,751▲ $2,710
Savings and Temporary Cash Investments$8,092$6,951▼ $1,141
Cash and Non-Interest-Bearing Accounts$7,831$2,019▼ $5,812
Total Assets$1,639,595$1,570,460▼ $69,135
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,639,595$1,570,460▼ $69,135
Total Liabilities and Net Assets / Fund Balance$1,639,595$1,570,460▼ $69,135

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$594,846$1,895,872$2,490,718
Land$332,409-$332,409
Other Land Buildings-$293,629$293,629
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brenda HempenPresident
Bill FischerDirector
David NordykeDirector
Doreen Towsley-cookDirector
Jamie CookDirector
Lin SlattenowDirector
Norman LemmonDirector
Robert BurkgrenDirector
Shirley FoglemanDirector
Troy DelagardelleDirector
Karen SundSecretary
Tony ClasenTreasurer
Michael MeindersVice-preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Exceptional Persons INCClient Advocacy760 ANSBOROUGH AVE, WATERLOO IA 50701, Waterloo, IA 50701$201,731
Revenue and Support

Revenue Composition

Contributions and Grants
$2,710
Program Service Revenue
$0
Investment Income
$19,621
Other Revenue
$116,375
All Other Contributions
$2,710
Change in Net Assets
$-69,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$207,841
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$201,731--$201,731
Fees for Service Investment Mgmnt Fees-$5,615-$5,615
Other Expenses-$495-$495
Total Functional Expenses$201,731$6,110$0$207,841
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 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
Phone
3192771410
Signed
2016-02-02

Organization Details

Principal Officer
Brenda Hempen
Formed
1973
Legal Domicile
Ia
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
20
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Advocacy services 201,731 0 0

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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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVOCACY SERVICES 201,731 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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