Center For Planning Excellence Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,125,145 | 1,967,220 | 157,925 | 4.5 | 45% |
| 2012 | 1,545,911 | 1,437,997 | 107,914 | 7.0 | 59% |
| 2013 | 1,545,453 | 1,446,017 | 99,436 | 7.8 | 58% |
| 2014 | 1,809,825 | 1,670,324 | 139,501 | 7.8 | 60% |
| 2015 | 1,396,551 | 1,609,132 | −212,581 | 6.5 | 63% |
| 2016 | 1,633,036 | 1,686,930 | −53,894 | 5.9 | 65% |
| 2017 | 1,705,066 | 1,719,044 | −13,978 | 5.6 | 67% |
| 2018 | 2,174,394 | 2,096,347 | 78,047 | 5.1 | 50% |
| 2019 | 1,637,952 | 1,617,297 | 20,655 | 6.7 | 59% |
| 2020 | 2,701,191 | 2,356,353 | 344,838 | 6.9 | 38% |
| 2021 | 2,315,226 | 1,817,315 | 497,911 | 12.2 | 58% |
| 2022 | 2,391,688 | 2,358,776 | 32,912 | 9.5 | 55% |
In its most recent public year (2022), this organization brought in $32,912 more than it spent. Its reserves stood at about 9.5 months of spending, up from 4.5 in 2011. Staff pay was 55% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2022. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Center For Planning Excellence Inc's IRS filings as a feed — one entry per filing year, through 2022. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works