Civic Intelligence

Permanent Planning Inc.

990 • Fiscal year 2019 • EIN 23-7271195

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 04, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-76%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

23rd percentile

-3.9%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,963,013

Down $80,321 (-3.9%) from 2018

Net Assets

Down

$1,963,013

Down $80,321 (-3.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin4th percentile

Revenue

Down

$105,030

Down $153,025 (-59%) from 2018

Expenses

Up

$185,351

Up $16,428 (+9.7%) from 2018

Net Income

Down

-$80,321

Down $169,453 (-190%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$1,963,013
Liabilities$0
Net Assets$1,963,013
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$105,030
Expenses$185,351
Net Income-$80,321
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 4, 2020
Return Version
2018v3.2
Gross Receipts
$479,288
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$1,487,228$1,404,957▼ $82,271
Investments in Publicly Traded Securities$1,357,124$1,252,730▼ $104,394
Cap Stk Tr Prin Current Funds$556,106$558,056▲ $1,950
Land, Buildings, and Equipment, Net$533,739$524,297▼ $9,442
Other Notes and Loans Receivable, Net$113,069$110,351▼ $2,718
Savings and Temporary Cash Investments$24,380$55,739▲ $31,359
Cash and Non-Interest-Bearing Accounts$15,022$19,896▲ $4,874
Total Assets$2,043,334$1,963,013▼ $80,321
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,043,334$1,963,013▼ $80,321
Total Liabilities and Net Assets / Fund Balance$2,043,334$1,963,013▼ $80,321

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$341,537$1,408,335$1,749,872
Land$182,760-$182,760
Other Land Buildings-$171,573$171,573
Compensation and Service Providers
Top Officer Pay36th percentile

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$175,718
Revenue and Support

Revenue Composition

Contributions and Grants
$1,950
Program Service Revenue
$1,619
Investment Income
$39,773
Other Revenue
$61,688
All Other Contributions
$1,950
Change in Net Assets
$-80,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,351
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$175,718--$175,718
Fees for Service Investment Mgmnt Fees-$9,447-$9,447
Other Expenses-$186-$186
Total Functional Expenses$175,718$9,633$0$185,351
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
2020-02-04

Organization Details

Principal Officer
Jamie Cook
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 175,718 0 0”

Raw XML Appendix396 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/CurrentTaxYearMinus4YearsAmt020717
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IRS990ScheduleA/InvestmentIncomeCYPct00.12000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0290731
IRS990ScheduleA/Total509Grp/TotalAmt01133880
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0238680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0311448
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01283434
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0341537
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01408335
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01749872
IRS990ScheduleD/LandGrp/BookValueAmt0182760
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0182760
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0171573
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0171573
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0524297
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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 175,718 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
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175718
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/USAddress/CityNm0CEDAR FALLS
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IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.PERMANENTPLANNING.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TONY CLASEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-04
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F978FA7E1C84D855BC35762A85C781A7FCF1543
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.178.239.186
ReturnHeader/FilingSecurityInformation/IPDt02020-02-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:47:31
ReturnHeader/ReturnTs02020-02-08T10:47:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,963,013
Liabilities
$0
Net assets
$1,963,013
Revenue
$105,030
Expenses
$185,351
Net income
-$80,321
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