THE PARTNERSHIP FOR EXCELLENCE: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE PARTNERSHIP FOR EXCELLENCE (EIN 34-1882492)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349200920
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T06:26:12-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Weston & Company CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 371 County Line Road West | AddressLine1 |
| City | Westerville | City |
| State | OH | State |
| ZIP Code | 43082 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341882492 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ohio Partnership for Excellence | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
| Phone | 6144257157 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 Bethel Road | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43214 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alfred Faber Jr | Name |
| Title | President & CEO | Title |
| Date Signed | 2011-05-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Keith Brown | Name |
| Phone | 6148906620 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | Modified Cash | MethodOfAccountingOther |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | www.partnershipohio.org | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 217097 | GrossReceipts |
| Contributions Gifts Grants Etc | 107904 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 96775 | ProgramServiceRevenue |
| Membership Dues | 8235 | MembershipDues |
| Investment Income | 4183 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Special Events Gross Revenue | 0 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 217097 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 141565 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 6320 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 1637 | PrintingPublicationsPostage |
| Other Expenses Total | 56437 | OtherExpensesTotal |
| Total Expenses | 205959 | TotalExpenses |
| Excess Or Deficit For Year | 11138 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 154461 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 165599 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156178 | BOY |
| EOY | 167455 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 553 | BOY |
| EOY | 1009 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156731 | BOY |
| EOY | 168464 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2270 | BOY |
| EOY | 2865 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154461 | BOY |
| EOY | 165599 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | State of Ohio Quality Award Program | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | The primary activity of Ohio Partnership for Excellence (OPE) is the annual Ohio Award for Excellence Competition, the goal of which is to encourage all types of entities to review and improve the way business is conducted. OPE has trained volunteer board examiners to perform on-site quality reviews of each applicant, which result in four levels of awards to be presented annually to select program participants that merit recognition. OPE also presents an annual conference to Ohio businesses, the goal of which is to educate and encourage conference participants to share information and business practices to assist Ohio's private and public entities in improving productivity. | DescriptionProgramServiceAccom |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|
| Alfred Faber Jr | |||||||
| 829 Bethel Rd 212 | Columbus | OH | 43214 | President & CEO | 0 | 0 | |
| Paul Worstell | |||||||
| 1121 Fox Run Rd | Findlay | OH | 45840 | Board Member | 0 | 0 | |
| Steve Wall | |||||||
| 30 E Broad St 40th Floor | Columbus | OH | 43215 | Board Member | 0 | 0 | |
| Frank Perez | |||||||
| 350 Stonehaven Rd | Kettering | OH | 45429 | Board Member | 0 | 0 | |
| Bill Owad | |||||||
| 7000 Cardinal Place | Dublin | OH | 43017 | Board Member | 0 | 0 | |
| George McAfee | |||||||
| 539 S Main St | Findlay | OH | 45840 | Board Member | 0 | 0 | |
| Casey Mackert | |||||||
| 11936 King Church Ave NW | Uniontown | OH | 44685 | Board Member | 0 | 0 | |
| Greg Holler | |||||||
| 3201 Needmore Rd | Dayton | OH | 45414 | Board Member | 0 | 0 | |
| Kunwar Harricharran | |||||||
| 5160 Blazer Parkway | Dublin | OH | 43017 | Board Member | 0 | 0 | |
| Pamela Hara | |||||||
| 1001 Lakeside Ave Ste 1200 | Cleveland | OH | 44114 | Board Member | 0 | 0 | |
| Dee Hammel | |||||||
| 2045 Morse Rd Bldg F-1 | Columbus | OH | 43229 | Board Member | 0 | 0 | |
| Julie Davis | |||||||
| 4150 East 5th Ave | Columbus | OH | 43219 | Board Member | 0 | 0 | |
| Mike Belter | |||||||
| 155 Nationwide Blvd | Columbus | OH | 43215 | Board Member | 0 | 0 | |
| Elaine Edgar | |||||||
| 6215 Olentangy River Rd | Worthington | OH | 43085 | Executive Direc | 40.00 | 102174 | 4800 |
| Rusty Clifford | |||||||
| 430 East Pease Ave | West Carrollton | OH | 45449 | Board Member | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Alfred Faber Jr | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 Bethel Rd 212 | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6144257157 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Elaine Edgar | Name |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 Bethel Road 212 | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CEO | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 102174 | Compensation |
| Employee Benefits | 0 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 119040 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19923 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 82300 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43891 | CurrentTaxYearMinus1Year |
| Current Tax Year | 116139 | CurrentTaxYear |
| Total | 381293 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 183043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 108930 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115681 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106135 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96775 | CurrentTaxYear |
| Total | 610564 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 302083 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 128853 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 197981 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 150026 | CurrentTaxYearMinus1Year |
| Current Tax Year | 212914 | CurrentTaxYear |
| Total | 991857 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 991857 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4872 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10305 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4183 | CurrentTaxYear |
| Total | 55082 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4872 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10305 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4183 | CurrentTaxYear |
| Total | 55082 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1760 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 740 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2241 | CurrentTaxYearMinus2Years |
| Total | 4741 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1051680 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94310 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94970 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05240 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04570 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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