CENTER FOR PLANNING EXCELLENCE (EIN 203827040) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

CAMILLE MANNING-BROOME

Phone

2252676300

Tax Period

2024-01-01 to 2024-12-31

CENTER FOR PLANNING EXCELLENCE, founded in 2006, is a community nonprofit in the Public Safety sector that reported $4.7M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $919K, a strong 19% operating margin.

Mission

CPEX BRINGS PEOPLE, CULTURE AND PLANNING TOGETHER TO MAKE GREAT COMMUNITIES HAPPEN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $136,733

Program Service Revenue $4,344,842

Investment Income $243,865

Other Revenue $0

TOTAL REVENUE $4,725,440

Expense Breakdown

Grants Paid $617,600

Salaries & Benefits $2,403,483

Fundraising Expenses $87,897

Program Expenses $2,681,901

Other Expenses $785,202

TOTAL EXPENSES $3,806,285

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,725,440	$3,572,073	+0.3%
Expenses	$3,806,285	$2,656,951	+0.4%
Net Income	$919,155	$915,122	+0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$211,030

Total Directors

$211,030

Key Employees

$362,543

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SCHNECK	CHAIR	1	Officer Director	$0	$0	$0
KELSEY KORNICK	VICE CHAIR	1	Officer Director	$0	$0	$0
GORDON LEBLANC	TREASURER	1	Officer Director	$0	$0	$0
CORDELL HAYMON	SECRETARY	1	Officer Director	$0	$0	$0
PRESTON CASTIL	DIRECTOR	1	Director	$0	$0	$0
JIM BRANDT	DIRECTOR	1	Director	$0	$0	$0
STEVE COCHRAN	DIRECTOR	1	Director	$0	$0	$0
BRENNA BENSON	DIRECTOR	1	Director	$0	$0	$0
MARY LANDRIEU	DIRECTOR	1	Director	$0	$0	$0
ERIN MONROE	DIRECTOR	1	Director	$0	$0	$0
PAUL RAINWATER	DIRECTOR	1	Director	$0	$0	$0
ASHLEY SHELTON	DIRECTOR	1	Director	$0	$0	$0
ROBERT TWILLEY	DIRECTOR	1	Director	$0	$0	$0
EBONY STARKS	DIRECTOR	1	Director	$0	$0	$0
ROBERT VERCHIC	DIRECTOR	1	Director	$0	$0	$0
SUSAN C MANNIN	PRESIDENT, CEO	40	Officer Director Key Emp Highest	$211,030	$0	$211,030
JESSICA KEMP	VICE PRESIDENT	40	Key Emp Highest	$151,513	$0	$151,513
jeannette dubi	DIRECTOR	40	Highest	$136,448	$0	$136,448
kim marousek	DIRECTOR	40	Highest	$140,410	$0	$140,410
JERRY LEMOINE	gvrmnt affairs	40	Highest	$104,018	$0	$104,018
LAUREN MARSCHA	DIRECTOR	40	Highest	$112,023	$0	$112,023

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,725,440	$3,806,285	$6,033,437	$919,155
2023	No data	No data	No data	No data
2022	$2,391,688	$2,358,776	$2,777,224	$32,912
2021	$2,315,226	$1,817,315	$2,415,217	$497,911
2020	$2,701,191	$2,356,353	$2,121,162	$344,838
2019	$1,637,952	$1,617,297	$1,412,661	$20,655
2018	$2,174,394	$2,096,347	$1,405,930	$78,047

CENTER FOR PLANNING EXCELLENCE