THE PARTNERSHIP FOR EXCELLENCE: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE PARTNERSHIP FOR EXCELLENCE (EIN 34-1882492)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202601189349301020
- Schema version
- 2025v4.0
- 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) |
|---|---|---|
| Return | 2026-04-28T09:59:16-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994503147 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVERLY BUSINESS SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6856 LOOP RD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341882492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PARTNERSHIP FOR EXCELLENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 6144257157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 BETHEL ROAD 212 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGOT HOFFMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6144257157 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN ALDERSON EA | PreparerPersonNm |
| PTIN | P01231640 | PTIN |
| Phone | 9374352742 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARGOT HOFFMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 BETHEL ROAD 212 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $226,550 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEPARTNERSHIPFOREXCELLENCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO CULTIVATE PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT AMONG BUSINESS, EDUCATION, GOVERNMENT, HEALTHCARE, AND NON-PROFIT ORGANIZATIONS BASED IN OHIO, INDIANA, ILLINOIS AND WEST VIRGINIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $76,850 | PYContributionsGrantsAmt |
| CY Contributions Grants | $82,805 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $123,189 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $93,844 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,726 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,660 | CYInvestmentIncomeAmt |
| PY Other Revenue | $351 | PYOtherRevenueAmt |
| CY Other Revenue | $434 | CYOtherRevenueAmt |
| PY Total Revenue | $236,116 | PYTotalRevenueAmt |
| CY Total Revenue | $214,743 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $177,070 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $175,017 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $78,617 | PYOtherExpensesAmt |
| CY Other Expenses | $60,680 | CYOtherExpensesAmt |
| PY Total Expenses | $255,687 | PYTotalExpensesAmt |
| CY Total Expenses | $235,697 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$19,571 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$20,954 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $664,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $665,183 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $588 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,018 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $664,178 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $664,165 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CULTIVATE PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT AMONG BUSINESS, EDUCATION, GOVERNMENT, HEALTHCARE, AND NON-PROFIT ORGANIZATIONS BASED IN OHIO, INDIANA, ILLINOIS AND WEST VIRGINIA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $123,082 | ExpenseAmt |
| Revenue | $93,844 | RevenueAmt |
| Desc | WE SUPPORT ORGANIZATIONAL PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT BY: RAISING AWARENESS ON THE IMPORTANCE OF PERFORMANCE EXCELLENCE TO STRENGTHEN OUR ECONOMY AND COMPETITIVENESS IN THE GLOBAL MARKETPLACE TO CREATE JOBS, IMPROVE HEALTHCARE, HIGHER QUALITY EDUCATION AND MORE EFFICIENT AND EFFECTIVE GOVERNMENT AND NON-PROFIT ORGANIZATIONS. PROVIDING ORGANIZATIONAL ASSESSMENT, EVALUATION, AND QUALITY TOOLS. EDUCATING AND SHARING BEST-IN-CLASS PRACTICES WITH LEADERS FROM ALL SECTORS OF THE ECONOMY. RECOGNIZING ROLE-MODEL ORGANIZATIONS WITH TPE'S AWARDS FOR EXCELLENCE CULMINATING WITH THE PLATINUM-LEVEL, GOVERNOR'S AWARD FOR EXCELLENCE. ONCE ORGANIZATIONS ACHIEVE THE PLATINUM-LEVEL OF RECOGNITION THEY ARE ELIGIBLE TO SUBMIT AN APPLICATION FOR THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD PRESENTED BY THE PRESIDENT OF THE UNITED STATES. | Desc |
| Total Program Service Expenses | $123,082 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGOT HOFFMAN | PersonNm |
| Phone | 6144257157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 BETHEL RD 212 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MARGOT HOFFMAN | ||||||
| PRESIDENT & | 60.00 | Yes (X) | $150,000 | $0 | $0 | |
| ROBERT BARNETT | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MATTHEW BROWNING | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TAMMY DYE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL EVERETT | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PAMELA JENSEN | ||||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GREG BRAYLOCK JR | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARJEAN KENNEDY | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM KOSE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RICH KRAMER | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SARA KUCZEK | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JON MALONE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KIRBY OVERTON | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LISA PERSOHN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS RAWLINGS | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KURT SCHOCH | ||||||
| CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SHANE SOMMERS | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LAURA VIACHES | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW WEBER | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PAUL WORSTELL | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,000 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $51,125 | MembershipDuesAmt |
| All Other Contributions | $31,680 | AllOtherContributionsAmt |
| Total Contributions | $82,805 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TRAINING/WORKSHOPS | $66,707 | $66,707 |
| APPLICATION FEES | $19,090 | $19,090 |
| CONFERENCE REGISTRATIONS | $6,860 | $6,860 |
| MISC REVENUE | $1,187 | $1,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $93,844 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,304 | TotalRevenueColumnAmt |
| Exclusion | $19,304 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,002 | SecuritiesAmt |
| Other | $18,161 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,807 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $195 | SecuritiesAmt |
| Other | $18,161 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,356 | TotalRevenueColumnAmt |
| Exclusion | $18,356 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISCOUNTS & REWARDS | Desc |
| Total Revenue Column | $434 | TotalRevenueColumnAmt |
| Exclusion | $434 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $434 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,743 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,844 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $38,094 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
| Program Services | $75,000 | ProgramServicesAmt |
| Management And General | $75,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,469 | TotalAmt |
| Program Services | $6,234 | ProgramServicesAmt |
| Management And General | $6,235 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,548 | TotalAmt |
| Program Services | $6,274 | ProgramServicesAmt |
| Management And General | $6,274 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,416 | TotalAmt |
| Management And General | $3,416 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,712 | TotalAmt |
| Management And General | $6,712 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,684 | TotalAmt |
| Program Services | $1,684 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,924 | TotalAmt |
| Program Services | $2,170 | ProgramServicesAmt |
| Management And General | $1,754 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,396 | TotalAmt |
| Program Services | $7,396 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,547 | TotalAmt |
| Program Services | $16,547 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28 | TotalAmt |
| Program Services | $28 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257 | TotalAmt |
| Management And General | $1,257 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & LICENSES | $11,000 | $5,500 | $5,500 |
| WEBSITE EXPENSE | $4,789 | $4,789 | |
| TELEPHONE | $1,920 | $960 | $960 |
| MERCHANT FEES | $1,435 | $717 | $718 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572 | TotalAmt |
| Program Services | $572 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,697 | TotalAmt |
| Program Services | $123,082 | ProgramServicesAmt |
| Management And General | $112,615 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,450 | BOYAmt |
| EOY | $27,997 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,076 | BOYAmt |
| EOY | $2,076 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500 | BOYAmt |
| EOY | $12,128 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,382 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,004 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,962 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70 | BOYAmt |
| EOY | $42 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,670 | BOYAmt |
| EOY | $614,558 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,766 | BOYAmt |
| EOY | $665,183 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588 | BOYAmt |
| EOY | $1,018 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588 | BOYAmt |
| EOY | $1,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,178 | BOYAmt |
| EOY | $664,165 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,178 | BOYAmt |
| EOY | $664,165 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,766 | BOYAmt |
| EOY | $665,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$20,954 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,941 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,805 | CurrentTaxYearAmt |
| Total | $488,948 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,844 | CurrentTaxYearAmt |
| Total | $619,174 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,293 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $208,231 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,649 | CurrentTaxYearAmt |
| Total | $1,108,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,108,122 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,304 | CurrentTaxYearAmt |
| Total | $75,902 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,304 | CurrentTaxYearAmt |
| Total | $75,902 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $277,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $219,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,953 | CurrentTaxYearAmt |
| Total | $1,184,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94400 | PublicSupportPY509Pct |
| Investment Income CY | 0.06000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,962 | DepreciationAmt |
| Book Value | $42 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42 | TotalBookValueLandBuildingsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | WE SUPPORT ORGANIZATIONAL PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT BY: RAISING AWARENESS ON THE IMPORTANCE OF PERFORMANCE EXCELLENCE TO STRENGTHEN OUR ECONOMY AND COMPETITIVENESS IN THE GLOBAL MARKETPLACE TO CREATE JOBS, IMPROVE HEALTHCARE, HIGHER QUALITY EDUCATION AND MORE EFFICIENT AND EFFECTIVE GOVERNMENT AND NON-PROFIT ORGANIZATIONS. PROVIDING ORGANIZATIONAL ASSESSMENT, EVALUATION, AND QUALITY TOOLS. EDUCATING AND SHARING BEST-IN-CLASS PRACTICES WITH LEADERS FROM ALL SECTORS OF THE ECONOMY. RECOGNIZING ROLE-MODEL ORGANIZATIONS WITH TPE'S AWARDS FOR EXCELLENCE CULMINATING WITH THE PLATINUM-LEVEL, GOVERNOR'S AWARD FOR EXCELLENCE. ONCE ORGANIZATIONS ACHIEVE THE PLATINUM-LEVEL OF RECOGNITION THEY ARE ELIGIBLE TO SUBMIT AN APPLICATION FOR THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD PRESENTED BY THE PRESIDENT OF THE UNITED STATES. |
| 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. |
| 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. |
| 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. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC, EXCEPT DETAILED FINANCIAL STATEMENTS |
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