THE PARTNERSHIP FOR EXCELLENCE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE PARTNERSHIP FOR EXCELLENCE (EIN 34-1882492)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-04
- IRS object ID
- 201113089349300216
- Schema version
- 2010v3.4
- 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 | 2011-11-04T15:22:47-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTON & COMPANY CPAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 371 COUNTY LINE RD W STE 100B | AddressLine1 |
| City | WESTERVILLE | City |
| State | OH | State |
| ZIP Code | 43082 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 212 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43214 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFRED C FABER JR | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 6144257157 | Phone |
| Date Signed | 2011-11-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEITH BROWN | Name |
| Phone | 6148906620 | Phone |
| Date Prepared | 2011-11-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 207541 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PARTNERSHIPOHIO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | STATE OF OHIO QUALITY AWARD PROGRAM | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 107904 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 80477 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 105010 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 122565 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4183 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4487 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 12 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 217097 | TotalRevenuePriorYear |
| Total Revenue Current Year | 207541 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 141565 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 137768 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 64394 | OtherExpensePriorYear |
| Other Expenses Current Year | 80637 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 205959 | TotalExpensesPriorYear |
| Total Expenses Current Year | 218405 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11138 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -10864 | RevenuesLessExpensesCY |
| Total Assets BOY | 168464 | TotalAssetsBOY |
| Total Assets EOY | 156901 | TotalAssetsEOY |
| Total Liabilities BOY | 2865 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2166 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 165599 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 154735 | NetAssetsOrFundBalancesEOY |
| Mission Description | STATE OF OHIO QUALITY AWARD PROGRAM | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 188965 | Expense |
| Revenue | 203042 | Revenue |
| Description | THE PRIMARY ACTIVITY OF OHIO PARTNERSHIP FOR EXCELLENCE (OPE) IS THE ANNUAL OHIO AWARD FOR EXCELLENCE, 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 EDUCATION, HEALTHCARE, GOVERNMENT AND BUSINESSES SECTORS, 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. | Description |
| Total Program Service Expense | 188965 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ALFRED C FABER JR | NamePerson |
| Telephone Number | 6144257157 | TelephoneNumber |
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 |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer |
|---|---|---|---|---|---|---|
| MIKE BELTER | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| RUSTY CLIFFORD | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| JULIE DAVIS | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| DEE HAMMEL | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| PAMELA HARA | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| KUNWAR HARRICHARRAN | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| GREG HOLLER | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| CASEY MACKERT | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| GEORGE MCAFEE | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| BILL OWAD | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| FRANK PEREZ | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| STEVE WALL | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| PAUL WORSTELL | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| VICKI NOEL | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| BRYAN VAUGHN | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| MINA UBBING | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| ALFRED FABER JR | ||||||
| PRESIDENT & | 24780 | 0 | 0 | 60.00 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 24780 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Membership Dues | 38740 | MembershipDues |
| All Other Contributions | 41737 | AllOtherContributions |
| Total Contributions | 80477 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| CONFERENCE REGISTRATIONS | 58690 | 58690 |
| APPLICATION FEES | 58300 | 58300 |
| TRAINING/WORKSHOPS | 5575 | 5575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 122565 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4487 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4487 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Total Revenue Column | 12 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 207541 | TotalRevenueColumn |
| Related Or Exempt Function Income | 127064 | RelatedOrExemptFunctionIncome |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24780 | Total |
| Program Services | 19824 | ProgramServices |
| Management And General | 4956 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102913 | Total |
| Program Services | 102913 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10075 | Total |
| Program Services | 10075 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3985 | Total |
| Program Services | 3586 | ProgramServices |
| Management And General | 399 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75 | Total |
| Program Services | 75 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3716 | Total |
| Program Services | 3344 | ProgramServices |
| Management And General | 372 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9881 | Total |
| Program Services | 9881 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31054 | Total |
| Program Services | 31054 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 590 | Total |
| Program Services | 531 | ProgramServices |
| Management And General | 59 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1347 | Total |
| Management And General | 1347 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| WEBSITE EXPENSE | 21394 | 21394 | |
| TELEPHONE | 3447 | 345 | 3102 |
| MERCHANT FEES | 2833 | 2833 | |
| TRAINING & DEVELOPMENT | 1000 | 1000 | |
| STORAGE | 568 | 568 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 747 | Total |
| Program Services | 747 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218405 | Total |
| Program Services | 188965 | ProgramServices |
| Management And General | 29440 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49866 | BOY |
| EOY | 34406 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2066 | BOY |
| EOY | 2067 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7513 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7094 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1009 | BOY |
| EOY | 419 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115523 | BOY |
| EOY | 120009 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168464 | BOY |
| EOY | 156901 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2865 | BOY |
| EOY | 2166 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2865 | BOY |
| EOY | 2166 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165599 | BOY |
| EOY | 154735 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165599 | BOY |
| EOY | 154735 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168464 | BOY |
| EOY | 156901 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -10864 | ReconcilationRevenueExpenses |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
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 | 19923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43891 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116139 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80477 | CurrentTaxYear |
| Total | 342730 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 108930 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 115681 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106135 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96775 | CurrentTaxYearMinus1Year |
| Current Tax Year | 122565 | CurrentTaxYear |
| Total | 550086 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 128853 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197981 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150026 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 212914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 203042 | CurrentTaxYear |
| Total | 892816 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 892816 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19059 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4872 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10305 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4183 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4487 | CurrentTaxYear |
| Total | 42906 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19059 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4872 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10305 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4183 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4487 | CurrentTaxYear |
| Total | 42906 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 740 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2241 | CurrentTaxYearMinus3Years |
| Current Tax Year | 12 | CurrentTaxYear |
| Total | 2993 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 148652 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 205094 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 160331 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 217097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 207541 | CurrentTaxYear |
| Total | 938715 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95110 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94300 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7513 | OtherCostOrOtherBasis |
| Depreciation | 7094 | Depreciation |
| Book Value | 419 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 419 | TotalOfBookValueLandBuildings |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE PRESIDENT REVIEWS FORM 990 FOR ACCURACY AND FORWARDS TO THE PARTNERSHIP FOR EXCELLENCE FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE BOARD OF TRUSTEES. ONCE APPROVED BY THE FULL BOARD THE 990 IS CONSIDERED APPROVED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | A CONFLICT OF INTEREST FORM IS SIGNED BY ALL EXAMINERS AND BOARD MEMBERS ANNUALLY AND KEPT ON FILE. IF ANY CONFLICTS ARE SELF-REPORTED THEY ARE REVIEWED BY THE PRESIDENT/CEO AND A RECOMMENDATION FOR RESOLUTION IS MADE TO THE PARTNERSHIP FOR EXCELLENCE GOVERNANCE COMMITTEE. ONCE THE COMMITTEE REVIEWS THE EVIDENCE A RECOMMENDATION IS PRESENTED TO THE FULL BOARD OF TRUSTEES AT THE FOLLOWING BOT MEETING FOR FINAL DETERMINATION. IN ADDITION, SPOT CHECKS ARE MADE THROUGHOUT THE YEAR (NOT LESS THAN QUARTERLY) BY THE PRESIDENT/CEO TO IDENTIFY POSSIBLE CONFLICTS OF INTEREST THAT HAVE NOT BEEN SELF REPORTED. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED BY A SPECIAL COMMITTEE SELECTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES OF THE PARTNERSHIP FOR EXCELLENCE WHO IS APPOINTED TO DO SO BY THE GOVERNANCE COMMITTEE. COMPARATIVE ANALYSIS FOR SIMILAR POSITIONS NATIONALLY, BY SECTOR (NON- PROFIT), AND GEOGRAPHICALLY ARE MADE TO ENSURE THAT COMPENSATION IS FAIR, REASONABLE, AND IN KEEPING WITH CURRENT TRENDS AND INDUSTRY STANDARDS. METRICS ARE DEVELOPED THAT SUPPORT THE ORGANIZATION'S STRATEGIC PLAN AND OPERATIONAL REQUIREMENTS. AN ANNUAL REVIEW IS CONDUCTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE GOVERNANCE COMMITTEE TO ENSURE THAT AGREED UPON METRICS HAVE BEEN MET. BASED ON PERFORMANCE A 10% OF SALARY BONUS IS CONSIDERED AND AUTHORIZED BY THE CHAIRMAN. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC, EXCEPT DETAILED FINANCIAL STATEMENTS |
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