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← CENTER FOR PLANNING EXCELLENCE INC

Form 990 for tax year 2022

Filed by CENTER FOR PLANNING EXCELLENCE INC.

Totals

Total revenue
$2,391,688
Total expenses
$2,358,776
Contributions and grants received
$284,976
Grants paid
$0
Program services expenses (Part IX)
$1,716,062
Management and general expenses
$549,188
Fundraising expenses
$93,526
Program service expenses (Part III)
$1,716,062

Program services were 72.8% 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

  • JAMES 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

  • SOMESH NIGAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL RAINWATER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH STERNB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ASHLEY SHELTON

    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
    $183,083
    From this org
    $183,083
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JANET THARP

    EMPLOYEE

    Total calculated
    $168,344
    From this org
    $168,344
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JESSICA KEMP

    VICE PRESIDENT

    Total calculated
    $124,221
    From this org
    $124,221
    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
2022
Filed
12 March 2023
IRS schema version
2022v5.0
Source object
202332999349302268

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