Civic Intelligence

Permanent Planning Inc.

990 • Fiscal year 2023 • EIN 23-7271195

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-296%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

18th percentile

-6.5%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,262,415

Down $156,838 (-6.5%) from 2022

Net Assets

Down

$2,262,415

Down $156,838 (-6.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$52,919

Down $67,406 (-56%) from 2022

Expenses

Up

$209,757

Up $27,674 (+15%) from 2022

Net Income

Down

-$156,838

Down $95,080 (-154%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2023

Assets$2,262,415
Liabilities$0
Net Assets$2,262,415
Open 2023 Filing

Operations Trend

Revenue Growth5th 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

2023

Revenue$52,919
Expenses$209,757
Net Income-$156,838
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$519,403
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$1,853,029$1,698,522▼ $154,507
Investments in Publicly Traded Securities$1,664,131$1,694,646▲ $30,515
Cap Stk Tr Prin Current Funds$566,224$563,893▼ $2,331
Other Notes and Loans Receivable, Net$316,036$249,133▼ $66,903
Land, Buildings, and Equipment, Net$187,479$176,070▼ $11,409
Cash and Non-Interest-Bearing Accounts$198,706$142,566▼ $56,140
Savings and Temporary Cash Investments$52,901--
Total Assets$2,419,253$2,262,415▼ $156,838
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,419,253$2,262,415▼ $156,838
Total Liabilities and Net Assets / Fund Balance$2,419,253$2,262,415▼ $156,838

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$136,030$677,858$813,888
Other Land Buildings-$52,129$52,129
Land$40,040-$40,040
Compensation and Service Providers
Top Officer Pay39th 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$186,924
Revenue and Support

Revenue Composition

Contributions and Grants
$3,970
Program Service Revenue
$4,854
Investment Income
$8,889
Other Revenue
$35,206
All Other Contributions
$3,970
Change in Net Assets
$-156,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,757
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$186,924$658-$187,582
Fees for Service Investment Mgmnt Fees-$22,175-$22,175
Total Functional Expenses$186,924$22,833$0$209,757
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
2024-05-14

Organization Details

Principal Officer
Jamie Cook
Formed
1973
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
0

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 186,924 0 0 miscellaneous 0 658 0 total 186,924 658 0”

Raw XML Appendix398 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/CurrentTaxYearMinus3YearsAmt0179567
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IRS990ScheduleA/InvestmentIncomeCYPct00.29000
IRS990ScheduleA/InvestmentIncomePYPct00.22000
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IRS990ScheduleA/PublicSupportPY509Pct00.06630
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt075258
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt079758
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0181568
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt091449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0183328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0190137
IRS990ScheduleA/Total509Grp/TotalAmt0642973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0167140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0144091
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0230399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0230795
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0904851
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0136030
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0677858
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0813888
IRS990ScheduleD/LandGrp/BookValueAmt040040
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt040040
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt052129
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052129
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0176070
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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 186,924 0 0 MISCELLANEOUS 0 658 0 TOTAL 186,924 658 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/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02262415
IRS990/TotalAssetsGrp/BOYAmt02419253
IRS990/TotalAssetsGrp/EOYAmt02262415
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186924
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.PERMANENTPLANNING.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TONY CLASEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420728423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARNEY ALEXANDER MAROLD & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0507041290
ReturnHeader/PreparerPersonGrp/PhoneNum03192333318
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANEL RUZICKA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T10:13:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLASEN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,262,415
Liabilities
$0
Net assets
$2,262,415
Revenue
$52,919
Expenses
$209,757
Net income
-$156,838
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