Civic Intelligence

Permanent Planning II of Governor'S

EIN 42-1204263 • 501(c)3 • Waterloo, IA

Profile

Provide disabled and/or low income persons with housing and services designed to meet their physical, social and psychological needs.

760 Ansborough Ave PO Box 4090Waterloo, IA 50704-4090

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.09x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.21x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

62nd percentile

8.8%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

8.1%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$545,910

Up $44,030 (+8.8%) from 2024

Liabilities

Down

$51,800

Down $54,882 (-51%) from 2024

Net Assets

Up

$494,110

Up $98,912 (+25%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin86th percentile

Revenue

Up

$249,702

Up $18,642 (+8.1%) from 2024

Expenses

Up

$150,790

Up $614 (+0.4%) from 2024

Net Income

Up

$98,912

Up $18,028 (+22%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2011: $886,131Liabilities 2011: $1,129,601Net Assets 2011: -$243,4702011Assets 2012: $876,483Liabilities 2012: $1,079,479Net Assets 2012: -$202,9962012Assets 2013: $877,403Liabilities 2013: $1,038,554Net Assets 2013: -$161,1512013Assets 2014: $855,895Liabilities 2014: $997,460Net Assets 2014: -$141,5652014Assets 2015: $840,409Liabilities 2015: $955,940Net Assets 2015: -$115,5312015Assets 2016: $730,926Liabilities 2016: $834,725Net Assets 2016: -$103,7992016Assets 2017: $685,099Liabilities 2017: $785,176Net Assets 2017: -$100,0772017Assets 2018: $650,845Liabilities 2018: $709,887Net Assets 2018: -$59,0422018Assets 2019: $626,967Liabilities 2019: $663,858Net Assets 2019: -$36,8912019Assets 2020: $587,541Liabilities 2020: $567,443Net Assets 2020: $20,0982020Assets 2021: $449,535Liabilities 2021: $255,281Net Assets 2021: $194,2542021Assets 2022: $455,563Liabilities 2022: $189,678Net Assets 2022: $265,8852022Assets 2023: $479,390Liabilities 2023: $165,076Net Assets 2023: $314,3142023Assets 2024: $501,880Liabilities 2024: $106,682Net Assets 2024: $395,1982024Assets 2025: $545,910Liabilities 2025: $51,800Net Assets 2025: $494,1102025

Highlighted filing

2025

Assets$545,910
Liabilities$51,800
Net Assets$494,110
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Expenses 2011: $229,6382011Expenses 2012: $226,4902012Expenses 2013: $215,6832013Revenue 2014: $271,908Expenses 2014: $252,322Net Income 2014: $19,5862014Revenue 2015: $253,941Expenses 2015: $227,907Net Income 2015: $26,0342015Revenue 2016: $275,342Expenses 2016: $263,610Net Income 2016: $11,7322016Revenue 2017: $215,245Expenses 2017: $211,523Net Income 2017: $3,7222017Revenue 2018: $217,469Expenses 2018: $176,434Net Income 2018: $41,0352018Revenue 2019: $217,297Expenses 2019: $195,146Net Income 2019: $22,1512019Revenue 2020: $229,094Expenses 2020: $172,105Net Income 2020: $56,9892020Revenue 2021: $351,296Expenses 2021: $177,140Net Income 2021: $174,1562021Revenue 2022: $235,260Expenses 2022: $163,629Net Income 2022: $71,6312022Revenue 2023: $232,524Expenses 2023: $184,095Net Income 2023: $48,4292023Revenue 2024: $231,060Expenses 2024: $150,176Net Income 2024: $80,8842024Revenue 2025: $249,702Expenses 2025: $150,790Net Income 2025: $98,9122025

Highlighted filing

2025

Revenue$249,702
Expenses$150,790
Net Income$98,912
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$545,910
Liabilities
$51,800
Net assets
$494,110
Revenue
$249,702
Expenses
$150,790
Net income
$98,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.05$0.49$0.25$0.15$0.10
2024Summary only. Only limited summary data is available for this year.$0.50$0.11$0.40$0.23$0.15$0.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.17$0.31$0.23$0.18$0.05
2022Summary only. Only limited summary data is available for this year.$0.46$0.19$0.27$0.24$0.16$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.26$0.19$0.35$0.18$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.57$0.02$0.23$0.17$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.66$0.04$0.22$0.20$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.71$0.06$0.22$0.18$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.79$0.10$0.22$0.21$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.83$0.10$0.28$0.26$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.96$0.12$0.25$0.23$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.86$1.00$0.14$0.27$0.25$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$1.04$0.16$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$1.08$0.20$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$1.13$0.24$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 12, 2025
Return Version
2024v5.0
Gross Receipts
$249,702
Mission and Program Overview

Mission

Provide disabled and/or low income persons with housing and services designed to meet their physical, social and psychological needs.

Provide disabled and/or low income persons with housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$302,785$311,593▲ $8,808
Cash and Non-Interest-Bearing Accounts$102,847$116,257▲ $13,410
Savings and Temporary Cash Investments$86,597$107,342▲ $20,745
Prepaid Expenses and Deferred Charges$4,751$5,475▲ $724
Accounts Receivable$4,900$5,243▲ $343
Total Assets$501,880$545,910▲ $44,030
Liabilities
Tax Exempt Bond Liabilities$83,840$34,291▼ $49,549
Other Liabilities$9,688$10,320▲ $632
Accounts Payable and Accrued Expenses$13,154$7,189▼ $5,965
Total Liabilities$106,682$51,800▼ $54,882
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$395,198$494,110▲ $98,912
Total Net Assets Fund Balance$395,198$494,110▲ $98,912
Total Liabilities and Net Assets / Fund Balance$501,880$545,910▲ $44,030

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$81,248$1,072,852$1,154,100
Other Land Buildings$57,425$107,926$165,351
Land$161,995-$161,995
Equipment$10,925$124,273$135,198
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Bruce BarnettPresident
Dave NordykeDirector
Doreen Towsley-cookDirector
Dr Jeff CrandallDirector
Jamie CookDirector
Michael DetersDirector
Michael MeindersPast Preside
Robert BurkgrenSecretary
Tony ClasenTreasurer
Brenda HempenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$144,770
Program Service Revenue
$104,846
Investment Income
$86
Other Revenue
$0
Change in Net Assets
$98,912

Audited Revenue Reconciliation

Revenue per Audited Statements
$249,702
Total Revenue per Audited Statements
$249,702
Total Revenue per Form 990
$249,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,790
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
Depreciation Depletion$25,264--$25,264
Fees for Services Management-$17,237-$17,237
Insurance$14,305--$14,305
Fees for Services Accounting-$12,625-$12,625
All Other Expenses$993$2,664-$3,657
Other Expenses$3,061--$3,061
Interest$2,573--$2,573
Total Functional Expenses$118,264$32,526$0$150,790

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$150,790
Total Expenses per Audited Statements$150,790
Total Expenses per Form 990$150,790
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposit Liability$10,320
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The organization does not have any direct employees. Exceptional persons, inc. Is the management agent providing all necessary employees.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 was presented to the board of directors at a monthly meeting. The board reviewed and asked questions regarding the form. When finished the full board voted to submit the 990 to the appropriate authorities.”

Form 990, Page 6, Part VI, Line 12C

“When a conflict arises the director completes a conflict of interest form. The form is reviewed and kept on file to assure the abstention from voting on matters relating to the conflict of interest.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon request made to the agency. Requests are forwarded to the permanent planning coordinator and the board of directors.”

Filing and Contact Details

Filer

Filer Name
PERMANENT PLANNING II OF GOVERNOR'S
EIN
42-1204263
Phone
3192326671
Address
760 ANSBOROUGH AVE PO BOX 4090, WATERLOO, IA 50704-4090

Signing Officer

Name
Bruce Barnett
Title
President
Phone
3192326671
Signed
2025-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Barnett
Formed
1983
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Hogan - Hansen Pc
Address
3128 BROCKWAY ROAD, WATERLOO, IA 50701-5103
Preparer
Steven K Duggan CPA
Phone
3192335225
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Management annually makes an appropriate evaluation of any uncertain income tax positions based upon current statutes in completing these financial statements and the notes to the financial statements. As of june 30, 2025, management believes that there were no uncertain income tax positions for which a material change in the unrecognized effect would be reasonably possible within the next 12 months.”

Raw XML AppendixShowing 400 of 437 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.

Path#Value
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02664
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IRS990/AllOtherExpensesGrp/TotalAmt03657
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0118264
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IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012625
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IRS990/FeesForServicesManagementGrp/TotalAmt017237
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT ANNUALLY MAKES AN APPROPRIATE EVALUATION OF ANY UNCERTAIN INCOME TAX POSITIONS BASED UPON CURRENT STATUTES IN COMPLETING THESE FINANCIAL STATEMENTS AND THE NOTES TO THE FINANCIAL STATEMENTS. AS OF JUNE 30, 2025, MANAGEMENT BELIEVES THAT THERE WERE NO UNCERTAIN INCOME TAX POSITIONS FOR WHICH A MATERIAL CHANGE IN THE UNRECOGNIZED EFFECT WOULD BE REASONABLY POSSIBLE WITHIN THE NEXT 12 MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY DIRECT EMPLOYEES. EXCEPTIONAL PERSONS, INC. IS THE MANAGEMENT AGENT PROVIDING ALL NECESSARY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS AT A MONTHLY MEETING. THE BOARD REVIEWED AND ASKED QUESTIONS REGARDING THE FORM. WHEN FINISHED THE FULL BOARD VOTED TO SUBMIT THE 990 TO THE APPROPRIATE AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHEN A CONFLICT ARISES THE DIRECTOR COMPLETES A CONFLICT OF INTEREST FORM. THE FORM IS REVIEWED AND KEPT ON FILE TO ASSURE THE ABSTENTION FROM VOTING ON MATTERS RELATING TO THE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST MADE TO THE AGENCY. REQUESTS ARE FORWARDED TO THE PERMANENT PLANNING COORDINATOR AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART II, LINE (1)(B) PRIMARY ACTIVITY: PROVIDES GUARDIANSHIP FOR PEOPLE WITH INTELLECTUAL DISABILITIES AND ADVOCACY SERVICES TO ELDERLY OR ANYONE IN NEED OF THESE SERVICES.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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