PERMANENT PLANNING II OF GOVERNOR'S PLANNING AREA VII (EIN 421204263) - 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

1983

Legal Domicile

Principal Officer

BRUCE BARNETT

Phone

3192326671

Tax Period

2024-07-01 to 2025-06-30

PERMANENT PLANNING II OF GOVERNOR'S PLANNING AREA VII, founded in 1983, is a small nonprofit in the Human Services sector that reported $250K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $99K, a strong 40% operating margin.

Mission

PROVIDE DISABLED AND/OR LOW INCOME PERSONS WITH HOUSING.

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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 $144,770

Program Service Revenue $104,846

Investment Income $86

Other Revenue $0

TOTAL REVENUE $249,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $118,264

Other Expenses $150,790

TOTAL EXPENSES $150,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,702	$231,060	+0.1%
Expenses	$150,790	$150,176	+0.0%
Net Income	$98,912	$80,884	+0.2%

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

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
BRUCE BARNETT	PRESIDENT	0.50	Officer Director	$0	$0	$0
ROBERT BURKGREN	SECRETARY	0.50	Officer Director	$0	$0	$0
TONY CLASEN	TREASURER	0.50	Officer Director	$0	$0	$0
BRENDA HEMPEN	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
MICHAEL MEINDERS	PAST PRESIDE	0.50	Officer Director	$0	$0	$0
JAMIE COOK	DIRECTOR	0.50	Director	$0	$0	$0
DR JEFF CRANDALL	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL DETERS	DIRECTOR	0.50	Director	$0	$0	$0
DAVE NORDYKE	DIRECTOR	0.50	Director	$0	$0	$0
DOREEN TOWSLEY-COOK	DIRECTOR	0.50	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	$249,702	$150,790	$545,910	$98,912
2024	$231,060	$150,176	$501,880	$80,884
2023	$232,524	$184,095	$479,390	$48,429
2022	$235,260	$163,629	$455,563	$71,631
2021	$351,296	$177,140	$449,535	$174,156
2020	$229,094	$172,105	$587,541	$56,989
2019	$217,297	$195,146	$626,967	$22,151

PERMANENT PLANNING II OF GOVERNOR'S PLANNING AREA VII