Civic Intelligence

Permanent Planning Inc.

990 • Fiscal year 2016 • EIN 23-7271195

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 31, 2017

Organization ProfileWWW.PERMANENTPLANNING.ORG
4901 University Ave DCedar Falls, IA 50613

(319) 277-1410

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

171%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,776,260

Up $205,800 (+13%) from 2015

Net Assets

Up

$1,776,260

Up $205,800 (+13%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Up

$376,119

Up $237,413 (+171%) from 2015

Expenses

Down

$170,319

Down $37,522 (-18%) from 2015

Net Income

Up

$205,800

Up $274,935 (+398%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2016

Assets$1,776,260
Liabilities$0
Net Assets$1,776,260
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

2016

Revenue$376,119
Expenses$170,319
Net Income$205,800
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$783,690
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$1,020,709$1,224,309▲ $203,600
Investments in Publicly Traded Securities$634,235$915,698▲ $281,463
Land, Buildings, and Equipment, Net$927,255$682,243▼ $245,012
Cap Stk Tr Prin Current Funds$549,751$551,951▲ $2,200
Savings and Temporary Cash Investments$6,951$171,561▲ $164,610
Cash and Non-Interest-Bearing Accounts$2,019$6,758▲ $4,739
Total Assets$1,570,460$1,776,260▲ $205,800
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,570,460$1,776,260▲ $205,800
Total Liabilities and Net Assets / Fund Balance$1,570,460$1,776,260▲ $205,800

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$439,730$1,626,709$2,066,439
Other Land Buildings-$254,560$254,560
Land$242,513-$242,513
Compensation and Service Providers
Top Officer Pay35th percentile

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$164,419
Revenue and Support

Revenue Composition

Contributions and Grants
$2,200
Program Service Revenue
$0
Investment Income
$306,702
Other Revenue
$67,217
All Other Contributions
$2,200
Change in Net Assets
$205,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,319
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$164,419--$164,419
Fees for Service Investment Mgmnt Fees-$5,581-$5,581
Other Expenses-$319-$319
Total Functional Expenses$164,419$5,900$0$170,319
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
Signed
2017-01-31

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 164,419 0 0”

Raw XML Appendix383 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/GrossReceiptsAdmissionsGrp/TotalAmt01436512
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022734
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020717
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015868
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019992
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022407
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0101718
IRS990ScheduleA/InvestmentIncomeCYPct00.07000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.04020
IRS990ScheduleA/PublicSupportPY509Pct00.05000
IRS990ScheduleA/PublicSupportTotal509Amt062394
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0208746
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0283021
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0300666
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0300666
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0294366
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01387465
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0208746
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0283021
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0300666
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0300666
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0294366
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01387465
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0215946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0290731
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0315247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0311597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0316338
IRS990ScheduleA/Total509Grp/TotalAmt01449859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0238680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0311448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0331115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0331589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0338745
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01551577
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0439730
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01626709
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02066439
IRS990ScheduleD/LandGrp/BookValueAmt0242513
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0242513
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0254560
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0254560
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0682243
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 164,419 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/TotalAssetsBOYAmt01570460
IRS990/TotalAssetsEOYAmt01776260
IRS990/TotalAssetsGrp/BOYAmt01570460
IRS990/TotalAssetsGrp/EOYAmt01776260
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02200
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05900
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0164419
IRS990/TotalFunctionalExpensesGrp/TotalAmt0170319
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01570460
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01776260
IRS990/TotalProgramServiceExpensesAmt0164419
IRS990/TotalRevenueGrp/ExclusionAmt022734
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0351185
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0376119
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01570460
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01776260
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04901 UNIVERSITY AVE
IRS990/USAddress/AddressLine2Txt0SUITE D
IRS990/USAddress/CityNm0CEDAR FALLS
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050613
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.PERMANENTPLANNING.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TONY CLASEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERMANENT PLANNING INC
ReturnHeader/Filer/BusinessNameControlTxt0PERM
ReturnHeader/Filer/EIN0237271195
ReturnHeader/Filer/PhoneNum03192771410
ReturnHeader/Filer/USAddress/AddressLine1Txt04901 UNIVERSITY AVE D
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/ReturnTs02017-01-31T16:12:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,776,260
Liabilities
$0
Net assets
$1,776,260
Revenue
$376,119
Expenses
$170,319
Net income
$205,800
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