Nonprofit · EIN 23-7271195
PERMANENT PLANNING INC
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $139,530 | $210,047 | -$70,517 | $2,052,973 | $0 | $2,052,973 |
| June 30, 2024 | 990 | $91,970 | $230,895 | -$138,925 | $2,123,490 | $0 | $2,123,490 |
| June 30, 2023 | 990 | $52,919 | $209,757 | -$156,838 | $2,262,415 | $0 | $2,262,415 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,750
- Program service revenue
- $5,582
- Investment income
- $115,599
- Net rental income
- $14,599
- Net gain from sales of assets
- $41,716
- Other revenue
- $14,599
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $177,886
- Management and general (functional)
- $32,161
Balance sheet and other
- Total assets, start of year
- $2,123,490
- Total assets, end of year
- $2,052,973
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,052,973
- Land, buildings and equipment
- $97,564
- Publicly traded securities
- $1,856,091
- Gross receipts
- $632,921
- Employees
- 0
- Year formed
- 1973
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NORDYKE | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT BURKGREN | DIRECTOR Trustee or director | 1 | $0 |
| BRENDA HEMPEN | DIRECTOR Trustee or director | 1 | $0 |
| TONY CLASEN | TREASURER Trustee or director, Officer | 1 | $0 |
| SHIRLEY FOGLEMAN | DIRECTOR Trustee or director | 1 | $0 |
| LIN SLATTENOW | DIRECTOR Trustee or director | 1 | $0 |
| NORMAN LEMMON | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MEINDERS | PAST PRESIDE Trustee or director, Officer | 1 | $0 |
| KAREN SUND | SECRETARY Trustee or director, Officer | 1 | $0 |
| DOREEN TOWSLEY-COOK | DIRECTOR Trustee or director | 1 | $0 |
| JAMIE COOK | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DR MICHAEL DETERS | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NORDYKE | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT BURKGREN | DIRECTOR Trustee or director | 1 | $0 |
| BRENDA HEMPEN | DIRECTOR Trustee or director | 1 | $0 |
| TONY CLASEN | TREASURER Trustee or director, Officer | 1 | $0 |
| SHIRLEY FOGLEMAN | DIRECTOR Trustee or director | 1 | $0 |
| LIN SLATTENOW | DIRECTOR Trustee or director | 1 | $0 |
| NORMAN LEMMON | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MEINDERS | PAST PRESIDE Trustee or director, Officer | 1 | $0 |
| KAREN SUND | SECRETARY Trustee or director, Officer | 1 | $0 |
| DOREEN TOWSLEY-COOK | DIRECTOR Trustee or director | 1 | $0 |
| JAMIE COOK | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DR MICHAEL DETERS | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NORDYKE | DIRECTOR Trustee or director | – | $0 |
| ROBERT BURKGREN | DIRECTOR Trustee or director | – | $0 |
| BRENDA HEMPEN | DIRECTOR Trustee or director | – | $0 |
| TONY CLASEN | TREASURER Trustee or director, Officer | – | $0 |
| SHIRLEY FOGLEMAN | DIRECTOR Trustee or director | – | $0 |
| LIN SLATTENOW | DIRECTOR Trustee or director | – | $0 |
| NORMAN LEMMON | DIRECTOR Trustee or director | – | $0 |
| MICHAEL MEINDERS | PAST PRESIDE Trustee or director, Officer | – | $0 |
| KAREN SUND | SECRETARY Trustee or director, Officer | – | $0 |
| DOREEN TOWSLEY-COOK | DIRECTOR Trustee or director | – | $0 |
| JAMIE COOK | PRESIDENT Trustee or director, Officer | – | $0 |
| DR MICHAEL DETERS | VICE PRESIDE Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 4901 UNIVERSITY AVE STE D, CEDAR FALLS, IA 50613-6289
- In care of
- % EXCEPTIONAL PERSONS INC
- Principal officer (990 for 2024)
- JAMIE COOK, 4901 UNIVERSITY AVE, SUITE D, CEDAR FALLS, IA 50613
- Signed the 990
- TONY CLASEN, TREASURER
- Phone
- (319) 277-1410
- Website
- WWW.PERMANENTPLANNING.ORG
- Return prepared by
- RUZICKA & ASSOCIATES PLLC
Mission
ACTING AS LEGALLY APPOINTED GUARDIAN, PERMANENT PLANNING, INC. IDENTIFIES, SECURES, AND MONITORS NEEDED AND CLIENT DIRECTED SERVICES AND SUPPORTS FOR PEOPLE WITH INTELLECTUAL DISABILITIES.
Program accomplishments
- PPI PROVIDES GUARDIANSHIP FOR PEOPLE WITH INTELLUCTUAL DISABILITES AND MEDICAL ADVOCACY SERVICES TO THE ELDERLY OR ANYONE IN NEED OF THIS SERVICE.Expenses $177,886 · revenue $9,332
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7271195
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P73Z)
- Assets (IRS master file)
- $2,052,973
- Income (IRS master file)
- $632,921
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $139,530 | $210,047 | $2,052,973 | IRS |
| 990 | June 2024 | $91,970 | $230,895 | $2,123,490 | IRS |
| 990 | June 2023 | $52,919 | $209,757 | $2,262,415 | XML |
| 990 | June 2022 | $120,325 | $182,083 | $2,419,253 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7271195).
Questions about PERMANENT PLANNING INC
- What is the EIN of PERMANENT PLANNING INC?
- The employer identification number (EIN) of PERMANENT PLANNING INC is 23-7271195.
- Is PERMANENT PLANNING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to PERMANENT PLANNING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PERMANENT PLANNING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PERMANENT PLANNING INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PERMANENT PLANNING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PERMANENT PLANNING INC?
- The 990 for the year ended June 30, 2025 names JAMIE COOK.
- Who are the officers and directors of PERMANENT PLANNING INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does PERMANENT PLANNING INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $139,530, expenses of $210,047 and total assets of $2,052,973 at year end.
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