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Louisiana · Nonprofit

CENTER FOR PLANNING EXCELLENCE

CENTER FOR PLANNING EXCELLENCE (Louisiana) receives grants from 33 organizations whose IRS filings report $10,905,688 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($3,585,000). 20 of them have funded it in more than one year, and 56% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$4.7M
Funders on record
33
Grants received
$11M
Net assets
$3.7M
20/33 repeat funderspeak grant-dependency 69%
01What it does

What Center for Planning Excellence does

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.

As stated on its FY2024 Form 990.

Programs

  1. Resilient coastal communities

    $1,635,697 spentof which $605,000 as grants$2,343,263 earned by the program
    61% of program spending
  2. Community planning

    $906,983 spentof which $12,600 as grants$2,001,579 earned by the program
    34% of program spending
  3. Communications

    $139,221 spent
    5% of program spending

The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $2,681,901.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.7M) Expenses 100 ($1.7M) Net assets 100 ($809k)2018 Revenue 128 ($2.2M) Expenses 122 ($2.1M) Net assets 110 ($887k)2019 Revenue 96 ($1.6M) Expenses 94 ($1.6M) Net assets 112 ($908k)2020 Revenue 158 ($2.7M) Expenses 137 ($2.4M) Net assets 167 ($1.4M)2021 Revenue 136 ($2.3M) Expenses 106 ($1.8M) Net assets 228 ($1.8M)2022 Revenue 140 ($2.4M) Expenses 137 ($2.4M) Net assets 230 ($1.9M)2023 Revenue 209 ($3.6M) Expenses 155 ($2.7M) Net assets 346 ($2.8M)2024 Revenue 277 ($4.7M) Expenses 221 ($3.8M) Net assets 459 ($3.7M)
'17'18'19'20'21'22'23'24
Revenue (277)Expenses (221)Net assets (459)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $2.8M to $6.2M (+124%).

$1.2M
$1.4M
$1.4M
$2.1M
$2.4M
$2.8M
$6.2M
$6.0M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

3% of CENTER FOR PLANNING EXCELLENCE’s revenue is contributions — more earned-revenue than three-quarters of its peers (69% for the typical peer).

This organization
Typical peer · 852 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 8 reported years ran a deficit.

−$14k
’17
$78k
’18
$21k
’19
$345k
’20
$498k
’21
$33k
’22
$915k
’23
$919k
’24
14
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Susan C Mannin

President, CEO

Board chair

Robert Schneck

Chair

As listed on its FY2024 Form 990.

The chief executive listed changed between the FY2017 and FY2018, and between the FY2018 and FY2019, and between the FY2023 and FY2024 filings.

'17'18'19'20'21'22'23'24
Listed1919192122181921
Joined·+7+2+3+1+1+4+9
No longer listed·7210537
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 4 funders to 20 funders, grant income rose $154k → $2.5M.

10 of 33 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 56% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of CENTER FOR PLANNING EXCELLENCE’s funders (the co-funder graph). Top 30 of 33 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

CENTER FOR PLANNING EXCELLENCE has a broad base — no single funder exceeds 33% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

69% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund CENTER FOR PLANNING EXCELLENCE.

33%
largest funder
55%
top three
~7
effective funders

Largest funder’s share by year: 2017 81% · 2018 42% · 2019 42% · 2020 40% · 2021 22% · 2022 53% · 2023 32% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

56% of CENTER FOR PLANNING EXCELLENCE's funders are still giving 3 years after their first grant; 61% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

56% of CENTER FOR PLANNING EXCELLENCE's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $4.8M that is directly attributable, 83% of it comes from funders outside Louisiana, across 11 states.

WA
MN
WI
MI
NY
CA
AR
NC
DC
LA
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Louisiana out of state home

Funder states come from each funder’s own filing. $6.1M arriving through sponsors registered in 8 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

CENTER FOR PLANNING EXCELLENCE holds deeper cash reserves than three-quarters of the 804 public safety & disaster nonprofits its size.

Operating margin19% · above the median
Months of reserve13.7mo · top quartile
Revenue growth (annualized)16% · above the median

this organization peer median middle 50% of peers· 804 public safety & disaster nonprofits $1M–$10M, FY2024

Government funding CENTER FOR PLANNING EXCELLENCE receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $299k on record.

Federal$299k
grants $299kcontracts $0
17
18
Top agencies
  • Department of Commerce$299k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like CENTER FOR PLANNING EXCELLENCE

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Louisiana

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

71% of spending goes to programs.

Program 71%Management 27%Fundraising 2%

Governance

16
board members
94%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

98%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for CENTER FOR PLANNING EXCELLENCE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds CENTER FOR PLANNING EXCELLENCE?
CENTER FOR PLANNING EXCELLENCE (Louisiana) receives grants from 33 organizations whose IRS filings report $10,905,688 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($3,585,000). 20 of them have funded it in more than one year, and 56% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does CENTER FOR PLANNING EXCELLENCE have?
IRS filings report 33 organizations giving $10,905,688 in grants to CENTER FOR PLANNING EXCELLENCE, 20 of which have funded it in more than one year.
Who is the largest funder of CENTER FOR PLANNING EXCELLENCE?
DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $3,585,000 in grants. The full list of funders is on this page.
How can an organization like CENTER FOR PLANNING EXCELLENCE find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Louisiana. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 33 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing