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← CENTER FOR PLANNING EXCELLENCE INC

Form 990 for tax year 2023

Filed by CENTER FOR PLANNING EXCELLENCE INC.

Totals

Total revenue
$3,572,073
Total expenses
$2,656,951
Contributions and grants received
$156,317
Grants paid
$0
Program services expenses (Part IX)
$1,796,101
Management and general expenses
$765,404
Fundraising expenses
$95,446
Program service expenses (Part III)
$1,796,101

Program services were 67.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PRESTON CASTIL

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JIM BRANDT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT SCHNECK

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KELSEY FUNES

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • STEVE COCHRAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HELENA CUNNING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RONNIE DAIGLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CORDELL HAYMON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY LANDRIEU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL RAINWATER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ASHLEY SHELTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR SOMESH NIGA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT TWILLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIN WESLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RANDY ROUSSEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAMILLE MANNIN

    PRESIDENT, CEO

    Total calculated
    $207,458
    From this org
    $207,458
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JESSICA KEMP

    VICE PRESIDENT

    Total calculated
    $135,719
    From this org
    $135,719
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • jeannette dubi

    DIRECTOR

    Total calculated
    $110,297
    From this org
    $110,297
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • kim marousek

    DIRECTOR

    Total calculated
    $135,637
    From this org
    $135,637
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
10 January 2025
IRS schema version
2023v6.0
Source object
202513029349301281

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