Civic Intelligence

Permanent Planning II of Governor'S Planning Area VII

990 • Fiscal year 2015 • EIN 42-1204263

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 05, 2015

Organization ProfileN/A
760 Ansborough Ave PO Box 4090Waterloo, IA 50704-4090

(319) 232-6671

Siviq Scores

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

Liabilities / Assets

94th percentile

1.14x

Higher debt load relative to assets than 94% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

3.76x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.8%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-6.6%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$840,409

Down $15,486 (-1.8%) from 2014

Net Assets

Up

-$115,531

Up $26,034 (+18%) from 2014

Liabilities

Down

$955,940

Down $41,520 (-4.2%) from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin66th percentile

Revenue

Down

$253,941

Down $17,967 (-6.6%) from 2014

Expenses

Down

$227,907

Down $24,415 (-9.7%) from 2014

Net Income

Up

$26,034

Up $6,448 (+33%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$840,409
Liabilities$955,940
Net Assets-$115,531
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$253,941
Expenses$227,907
Net Income$26,034
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 5, 2015
Return Version
2014v5.0
Gross Receipts
$255,072
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$664,695$617,929▼ $46,766
Cash and Non-Interest-Bearing Accounts$152,776$192,384▲ $39,608
Prepaid Expenses and Deferred Charges$7,911$7,795▼ $116
Accounts Receivable$5,346$871▼ $4,475
Total Assets$855,895$840,409▼ $15,486
Other Assets Total$25,167$21,430▼ $3,737
Liabilities
Tax Exempt Bond Liabilities$944,935$884,322▼ $60,613
Deferred Revenue$32,043$53,477▲ $21,434
Other Liabilities$11,191$10,966▼ $225
Accounts Payable and Accrued Expenses$9,291$7,175▼ $2,116
Total Liabilities$997,460$955,940▼ $41,520
Net Assets / Fund Balance
Unrestricted Net Assets$-141,565$-115,531▲ $26,034
Total Net Assets Fund Balance$-141,565$-115,531▲ $26,034
Total Liabilities and Net Assets / Fund Balance$855,895$840,409▼ $15,486

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$336,139$1,102,902$1,439,041
Land$184,668-$184,668
Equipment$72,641$65,703$138,344
Other Land Buildings$24,481$78,053$102,534
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$158,921
Program Service Revenue
$94,755
Investment Income
$265
Other Revenue
$0
Change in Net Assets
$26,034

Audited Revenue Reconciliation

Revenue per Audited Statements
$253,941
Total Revenue per Audited Statements
$253,941
Total Revenue per Form 990
$253,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,907
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$74,679--$74,679
Interest$44,948--$44,948
Fees for Services Management-$19,502-$19,502
Insurance$18,543--$18,543
Fees for Services Accounting-$10,225-$10,225
Other Expenses$8,244$985-$985
Fees for Services Legal-$167-$167
Total Functional Expenses$197,028$30,879$0$227,907

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$227,907
Total Expenses per Audited Statements$227,907
Total Expenses per Form 990$227,907
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
Security Deposit$10,966

Bond Issues

BondIssuerIssuedIssue PricePurpose
ABlackhawk County Ia2006-03-08$1,350,000SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
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 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 mangement 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
Brenda Hempen
Title
President
Phone
3192326671
Signed
2015-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Hempen
Formed
1983
Legal Domicile
Ia
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Hogan - Hansen Pc
Address
PO BOX 240, WATERLOO, IA 50704-0240
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, 2015, 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. The open years for audit of the organization's form 990 are 2012-2015.”

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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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IRS990/OtherExpensesGrp/ProgramServicesAmt050614
IRS990/OtherExpensesGrp/ProgramServicesAmt18244
IRS990/OtherExpensesGrp/TotalAmt050614
IRS990/OtherExpensesGrp/TotalAmt18244
IRS990/OtherExpensesGrp/TotalAmt2985
IRS990/OtherLiabilitiesGrp/BOYAmt011191
IRS990/OtherLiabilitiesGrp/EOYAmt010966
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07911
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07795
IRS990/PrincipalOfficerNm0BRENDA HEMPEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0APARTMENT RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt094755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt094755
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0144697
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt032992
IRS990/PYOtherExpensesAmt0252322
IRS990/PYProgramServiceRevenueAmt094219
IRS990/PYRevenuesLessExpensesAmt019586
IRS990/PYTotalExpensesAmt0252322
IRS990/PYTotalRevenueAmt0271908
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt026034
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt094755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0158921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0144697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0156584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0171944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0169525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0801671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0855
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03253
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt094755
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99600
IRS990ScheduleA/PublicSupportPY170Pct00.99500
IRS990ScheduleA/PublicSupportTotal170Amt0801671
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0158921
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0144697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0156584
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0171944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0169525
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0801671
IRS990ScheduleA/TotalSupportAmt0804924
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0336139
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01102902
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01439041
IRS990ScheduleD/EquipmentGrp/BookValueAmt072641
IRS990ScheduleD/EquipmentGrp/DepreciationAmt065703
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0138344
IRS990ScheduleD/ExpensesSubtotalAmt0227907
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0184668
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0184668
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024481
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt078053
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0102534
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010966
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt0253941
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, 2015, 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. THE OPEN YEARS FOR AUDIT OF THE ORGANIZATION'S FORM 990 ARE 2012-2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0617929
IRS990ScheduleD/TotalExpensesPerForm990Amt0227907
IRS990ScheduleD/TotalLiabilityAmt010966
IRS990ScheduleD/TotalRevenuePerForm990Amt0253941
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0253941
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0227907
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0BLACKHAWK COUNTY, IA PART I, LINE A(F) DESCRIPTION OF PURPOSE: TO EQUIP, FURNISH, REMODEL AND IMPROVE THE PROJECT FACILITIES.
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE K - ADDITIONAL INFORMATION
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02006-03-08
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0426005328
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt01350000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0BLACKHAWK COUNTY IA
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0SEE PART VI
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY DIRECT EMPLOYEES. EXCEPTIONAL PERSONS, INC. IS THE MANGEMENT 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PERMANENT PLANNING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237271195
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PT VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0760 ANSBOROUGH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WATERLOO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd050701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$840,409
Liabilities
$955,940
Net assets
-$115,531
Revenue
$253,941
Expenses
$227,907
Net income
$26,034
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