Center for Planning Excellence

BATON ROUGE, LA EIN: 20-3827040 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$6.0M

-2.8% YoY

Annual Giving

$618K

Grant Count

5

Avg Grant Size

$124K

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M20202021202220232024
Metric202420232022
Total Assets$6,033,437$6,210,262$2,777,224
Revenue$4,725,440$3,572,073$2,391,688
Expenses$3,806,285$2,656,951$2,358,776
Qualifying Distributions
Net Investment Income$243,865$113,072$-83,380
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$154K$309K$463K$618K0 grants20200 grants20210 grants20220 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

southeastern win$255KLA clean energy$250KAlliance for Aff$50Kpower coalition$50Kpower coalition$13K

Grant Size Distribution

5 grants across all recorded years

1<$50K2$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Center for Planning Excellence fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

SUSAN C MANNINPRESIDENT, CEO$211KJESSICA KEMPVICE PRESIDENT$152Kkim marousekDIRECTOR$140Kjeannette dubiDIRECTOR$136KLAUREN MARSCHADIRECTOR$112KJERRY LEMOINEgvrmnt affairs$104K

From 2024 filing

NameTitleHoursCompensation
ROBERT SCHNECKCHAIR1
KELSEY KORNICKVICE CHAIR1
GORDON LEBLANCTREASURER1
CORDELL HAYMONSECRETARY1
PRESTON CASTILDIRECTOR1
JIM BRANDTDIRECTOR1
STEVE COCHRANDIRECTOR1
BRENNA BENSONDIRECTOR1
MARY LANDRIEUDIRECTOR1
ERIN MONROEDIRECTOR1
PAUL RAINWATERDIRECTOR1
ASHLEY SHELTONDIRECTOR1
ROBERT TWILLEYDIRECTOR1
EBONY STARKSDIRECTOR1
ROBERT VERCHICDIRECTOR1
SUSAN C MANNINPRESIDENT, CEO40$211,030
JESSICA KEMPVICE PRESIDENT40$151,513
jeannette dubiDIRECTOR40$136,448
kim marousekDIRECTOR40$140,410
JERRY LEMOINEgvrmnt affairs40$104,018
LAUREN MARSCHADIRECTOR40$112,023

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

Baton RougeChapel HillNew Orleans

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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