PERMANENT PLANNING INC (EIN 237271195) - 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

1973

Legal Domicile

Principal Officer

JAMIE COOK

Phone

3192771410

Tax Period

2022-07-01 to 2023-06-30

PERMANENT PLANNING INC, founded in 1973, is a micro nonprofit in the Human Services sector that reported $53K in total revenue in fiscal year 2022. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $210K exceeded revenue, resulting in a 296% operating deficit.

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.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,970

Program Service Revenue $4,854

Investment Income $8,889

Other Revenue $35,206

TOTAL REVENUE $52,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $186,924

Other Expenses $209,757

TOTAL EXPENSES $209,757

Year-over-Year Comparison

	2022	2021	Change
Revenue	$52,919	$120,325	-0.6%
Expenses	$209,757	$182,083	+0.2%
Net Income	$-156,838	$-61,758	+1.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID NORDYKE	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT BURKGREN	DIRECTOR	N/A	Director	$0	$0	$0
BRENDA HEMPEN	DIRECTOR	N/A	Director	$0	$0	$0
TONY CLASEN	TREASURER	N/A	Officer Director	$0	$0	$0
SHIRLEY FOGLEMAN	DIRECTOR	N/A	Director	$0	$0	$0
LIN SLATTENOW	DIRECTOR	N/A	Director	$0	$0	$0
NORMAN LEMMON	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL MEINDERS	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
KAREN SUND	SECRETARY	N/A	Officer Director	$0	$0	$0
DOREEN TOWSLEY-COOK	DIRECTOR	N/A	Director	$0	$0	$0
JAMIE COOK	PRESIDENT	N/A	Officer Director	$0	$0	$0
DR MICHAEL DETERS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$52,919	$209,757	$2,262,415	$-156,838
2022	$120,325	$182,083	$2,419,253	$-61,758
2021	$678,538	$178,033	$2,481,011	$500,505
2020	$209,969	$192,476	$1,980,506	$17,493
2019	$105,030	$185,351	$1,963,013	$-80,321
2018	$258,055	$168,923	$2,043,334	$89,132

PERMANENT PLANNING INC