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Community Development : Housing and Neighborhood Development

Center for Planning Excellence

Planning a more livable Louisiana

three stars

82.76

100 Lafayette Street Baton Rouge, LA 70801
tel: (225) 267-6300   Web Site
EIN: 20-3827040

Board Leadership
Cordell Haymon
Chairman

CEO
Elizabeth Thomas
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 82.76 three stars
  Financial 78.25 two stars
  Accountability & Transparency 89.00 three stars
This rating was published 04/01/2019 and includes data from FY2017, the most recent 990 received at that time.

Center for Planning Excellence (CPEX) helps create highly functional, equitable communities throughout Louisiana that capitalize on their unique qualities through community-driven planning and implementation. that coordinates urban, rural and regional planning efforts in Louisiana. We provide best-practice planning models, innovative policy ideas, and technical assistance to individual communities that wish to create and enact master plans dealing with transportation and infrastructure needs, environmental issues, and quality design for the built environment. CPEX brings community members and leaders together and provides guidance as they work toward a shared vision for future growth and development.

Center for Planning Excellence (CPEX) helps create highly functional, equitable communities throughout Louisiana that capitalize on their unique qualities through community-driven planning and implementation. that coordinates urban, rural and regional planning efforts in Louisiana. We provide best-practice planning models, innovative policy ideas, and technical assistance to individual communities that wish to create and enact master plans dealing with transportation and infrastructure needs, environmental issues, and quality design for the built environment. CPEX brings community members and leaders together and provides guidance as they work toward a shared vision for future growth and development.

Impact Information

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This impact information is current as of March 2019, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

two stars

78.25

Accountability & Transparency

three stars

89.00

This rating was published 04/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
78.9%
  Administrative Expenses 13.7%
  Fundraising Expenses 7.3%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) 0.48
  Program Expenses Growth -2.1%
  Liabilities to Assets 30.9%
All data for Financial Performance Metrics calculations was provided by Center for Planning Excellence on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Center for Planning Excellence on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Center for Planning Excellence (LA) 82.76 three stars
Enlace Chicago (IL) 89.94 three stars
Regional Plan Association (NY) 92.18 four stars
Foundation for the Mid South (MS) 90.19 four stars
KaBOOM! (DC) 86.93 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $0
   Federated Campaigns $0
   Membership Dues $281,938
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $281,938
   Program Service Revenue $1,384,812
Total Primary Revenue $1,666,750
   Other Revenue $38,316
TOTAL REVENUE $1,705,066
   
EXPENSES  
   Program Expenses $1,261,846
   Administrative Expenses $353,079
   Fundraising Expenses $104,119
TOTAL FUNCTIONAL EXPENSES $1,719,044
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-13,978
   
Net Assets $809,316

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 04/01/2019 82.76 three stars
2016-12 03/01/2018 90.14 four stars
2015-12 02/01/2017 89.58 three stars
2014-12 06/01/2016 80.62 three stars
 
CN 2.0
2014-12 04/01/2016 80.37 three stars
2013-12 06/01/2015 75.36 two stars
2012-12 08/01/2014 71.42 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 20-3827040
Name in IRS Master File CENTER FOR PLANNING EXCELLENCE INC
NTEE Code M20
NTEE Classification Disaster Preparedness and Relief Services
NTEE Type Public Safety, Disaster Preparedness and Relief
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date January, 2006
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$152,773 8.88% Elizabeth Thomas President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Center for Planning Excellence (LA) 82.76 three stars
Local Initiatives Support Corporation (NY) 89.97 three stars
Urban Affairs Coalition (PA) 86.84 three stars
Neighborhood Development Center (MN) 88.85 three stars
Hands On Atlanta (GA) 85.88 three stars

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Charity Contact Info

Center for Planning Excellence
100 Lafayette Street
Baton Rouge, LA 70801
tel: (225) 267-6300
EIN: 20-3827040

Visit Web Site

Board Leadership

Cordell Haymon
Chairman

CEO

Elizabeth Thomas
President, CEO

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