AUMdb

Center For Planning Excellence Inc

EIN 203827040 · 501(c)(3) · Public charity · Baton Rouge, LA · recognized 2006

Assets
$6.0M
Revenue
$4.7M
Expenses
$3.8M
Investment income
$244K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Susan C Mannin President, ceo $211,030 $0
Jessica Kemp Vice president $151,513 $0
Kim Marousek Director $140,410 $0
Jeannette Dubi Director $136,448 $0
Lauren Marscha Director $112,023 $0
Jerry Lemoine Gvrmnt affairs $104,018 $0
Robert Verchic Director $0 $0
Ebony Starks Director $0 $0
Robert Twilley Director $0 $0
Ashley Shelton Director $0 $0
Paul Rainwater Director $0 $0
Erin Monroe Director $0 $0
Mary Landrieu Director $0 $0
Brenna Benson Director $0 $0
Steve Cochran Director $0 $0
Jim Brandt Director $0 $0
Preston Castil Director $0 $0
Cordell Haymon Secretary $0 $0
Gordon Leblanc Treasurer $0 $0
Kelsey Kornick Vice chair $0 $0
Robert Schneck Chair $0 $0