CENTER FOR PLANNING EXCELLENCE INC

BATON ROUGE, LA, 70802-5527 (225) 267-6300 Est. 2006 EIN 20-3827040
M20 - Disaster Preparedness & Relief Services 990 - Public charity return 501(c)(3)
www.cpex.org

Mission

TO COORDINATE URBAN, RURAL AND REGIONAL PLANNING EFFORTS IN LOUISIANA. WE PROVIDE BEST-PRACTICE PLANNING MODELS, INNOVATIVE POLICY IDEAS AND TECHNICAL ASSISTANCE TO INDIVIDUAL COMMUNITIES.

Giving Portfolio

Total Grants
5
Total Giving
$618K
Recipients
4
Years Active
2024
Avg grant: $123,520 Median: $50,000

Sectors Funded

Environment
3
Civil Rights & Advocacy
2

Top States

Louisiana
4
North Carolina
1

Grantee Size Profile

$1M - $5M
3
$5M - $10M
2

Top Grantees

Grants Awarded · 12 grants

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Financials

Total Revenue
$4,725,440
Total Expenses
$3,806,285
Net Assets
$3,715,740
36 employees
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
11.7 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 32.3%
Expenses ↑ 43.3%
Revenue Sources
Contributions 2.9% Earned revenue 91.9% Investment 5.2%
Expense Breakdown
Program 70.6% Management 27.1% Fundraising 2.3%

Officers & Trustees (21)

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Filing History (5 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$4,725,440 ↑$3,806,285$3,715,740
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$3,572,073 ↑$2,656,951$2,796,582
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$2,391,688 ↓$2,358,776$1,865,172
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$2,701,191 ↑$2,356,353$1,350,640
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$2,174,394 $2,096,347$887,363

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EIN: 20-3827040 · Source: IRS Form 990 e-file data