Civic Intelligence

Alliance for Performance Excellence Inc.

EIN 01-0831678 • 501(c)3 • Phoenix, AZ

Pub. 78 Eligible

Profile

The purpose of the alliance for performance excellence is to educate its members in performance excellence and support their provision of performance excellence services and education to their clients.

4022 E Greenway Rd Ste 11-318Phoenix, AZ 85032

www.baldrigealliance.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

88th percentile

59%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

284%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$400,875

Up $148,733 (+59%) from 2024

Liabilities

Up

$10,153

Up $8,946 (+741%) from 2024

Net Assets

Up

$390,722

Up $139,787 (+56%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin84th percentile

Revenue

Up

$393,239

Up $290,908 (+284%) from 2024

Expenses

Up

$256,234

Up $145,975 (+132%) from 2024

Net Income

Up

$137,005

Up $144,933 (+1828%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $115,056Net Assets 2010: $115,0562010Assets 2011: $101,557Liabilities 2011: $382Net Assets 2011: $101,1752011Assets 2012: $91,460Liabilities 2012: $5Net Assets 2012: $91,4552012Assets 2013: $89,124Liabilities 2013: $5232013Assets 2014: $88,416Liabilities 2014: $02014Assets 2015: $159,426Liabilities 2015: $38,0722015Assets 2016: $127,304Liabilities 2016: $20,0002016Assets 2017: $135,279Liabilities 2017: $10,3002017Assets 2018: $154,767Liabilities 2018: $02018Assets 2019: $178,520Liabilities 2019: $02019Assets 2020: $228,482Liabilities 2020: $02020Assets 2021: $329,193Liabilities 2021: $0Net Assets 2021: $329,1882021Assets 2022: $300,238Liabilities 2022: $344Net Assets 2022: $299,8942022Assets 2023: $249,601Liabilities 2023: $276Net Assets 2023: $249,3252023Assets 2024: $252,142Liabilities 2024: $1,207Net Assets 2024: $250,9352024Assets 2025: $400,875Liabilities 2025: $10,153Net Assets 2025: $390,7222025

Highlighted filing

2025

Assets$400,875
Liabilities$10,153
Net Assets$390,722
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2010: $94,437Expenses 2010: $69,779Net Income 2010: $24,6582010Expenses 2011: $231,1312011Revenue 2012: $63,457Expenses 2012: $73,177Net Income 2012: -$9,7202012Revenue 2013: $59,935Expenses 2013: $61,331Net Income 2013: -$1,3962013Revenue 2014: $73,037Expenses 2014: $73,222Net Income 2014: -$1852014Revenue 2015: $110,914Expenses 2015: $77,977Net Income 2015: $32,9372015Revenue 2016: $68,612Expenses 2016: $82,662Net Income 2016: -$14,0502016Revenue 2017: $132,771Expenses 2017: $115,081Net Income 2017: $17,6902017Revenue 2018: $180,330Expenses 2018: $150,542Net Income 2018: $29,7882018Revenue 2019: $186,566Expenses 2019: $172,036Net Income 2019: $14,5302019Revenue 2020: $164,861Expenses 2020: $133,293Net Income 2020: $31,5682020Revenue 2021: $128,795Expenses 2021: $61,970Net Income 2021: $66,8252021Revenue 2022: $122,057Expenses 2022: $112,087Net Income 2022: $9,9702022Revenue 2023: $132,065Expenses 2023: $203,788Net Income 2023: -$71,7232023Revenue 2024: $102,331Expenses 2024: $110,259Net Income 2024: -$7,9282024Revenue 2025: $393,239Expenses 2025: $256,234Net Income 2025: $137,0052025

Highlighted filing

2025

Revenue$393,239
Expenses$256,234
Net Income$137,005
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,875
Liabilities
$10,153
Net assets
$390,722
Revenue
$393,239
Expenses
$256,234
Net income
$137,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.01$0.10$3.91$3.93$2.56$1.37
2024Detailed filing. Detailed filing data is available for this year.$2.52$0.01$2.51$1.02$1.10$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.49$1.32$2.04$0.72
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$1.22$1.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$1.29$0.62$0.67
2020Summary only. Only limited summary data is available for this year.$2.28$0.00$1.65$1.33$0.32
2019Summary only. Only limited summary data is available for this year.$1.79$0.00$1.87$1.72$0.15
2018Summary only. Only limited summary data is available for this year.$1.55$0.00$1.80$1.51$0.30
2017Summary only. Only limited summary data is available for this year.$1.35$0.10$1.33$1.15$0.18
2016Summary only. Only limited summary data is available for this year.$1.27$0.20$0.69$0.83$0.14
2015Summary only. Only limited summary data is available for this year.$1.59$0.38$1.11$0.78$0.33
2014Summary only. Only limited summary data is available for this year.$0.88$0.00$0.73$0.73$0.00
2013Summary only. Only limited summary data is available for this year.$0.89$0.01$0.60$0.61$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.63$0.73$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.01$2.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$1.15$0.94$0.70$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 17, 2026
Return Version
2025v4.0
Gross Receipts
$454,114
Mission and Program Overview

Mission

The purpose of the alliance for performance excellence is to educate its members in performance excellence and support their provision of performance excellence services and education to their clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$18,290$200,976▲ $182,686
Savings and Temporary Cash Investments$228,810$179,889▼ $48,921
Accounts Receivable$5,042$20,010▲ $14,968
Total Assets$252,142$400,875▲ $148,733
Liabilities
Accounts Payable and Accrued Expenses$1,205$10,153▲ $8,948
Total Liabilities$1,205$10,153▲ $8,948
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$250,937$390,722▲ $139,785
Total Net Assets Fund Balance$250,937$390,722▲ $139,785
Total Liabilities and Net Assets / Fund Balance$252,142$400,875▲ $148,733
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Brian LassiterChairman
Margot HoffmanVice Chairma
Alaa El-halwagyBoard Member
Glenn HamamuraBoard Member
Heath WrightBoard Member
Heather SchochBoard Member
Henry SilentmanBoard Member
Laura KinneyBoard Member
Liz MenzerBoard Member
Raina KnoxBoard Member
Ron SchulingkampBoard Member
Ron SenterfittBoard Member
Theron PostBoard Member
Trish VillinesBoard Member
Urvi PatelBoard Member
Stephanie NorlingSecretary
Michael GratzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$273,111
Program Service Revenue
$96,829
Investment Income
$23,299
Other Revenue
$0
All Other Contributions
$252,736
Change in Net Assets
$137,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,234
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$122,772--$122,772
Conferences and Meetings$113,902--$113,902
Fees for Services Accounting$4,017--$4,017
Insurance$1,783--$1,783
Travel$865--$865
Fees for Services Legal$777--$777
Office Expenses$440--$440
All Other Expenses$185--$185
Other Expenses$110--$110
Total Functional Expenses$256,234$0$0$256,234
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“990 is approved by the board prior to submitting to the irs”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Alliance for Performance
EIN
01-0831678
Phone
6082126613
Address
4022 E GREENWAY RD STE 11-318, PHOENIX, AZ 85032

Signing Officer

Name
Margot Hoffman
Title
Vice Chairman
Phone
6082126613
Signed
2026-03-17

Organization Details

Principal Officer
Michael Gratz
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
25

Preparer

Firm
Waverly Business Services
Address
6856 LOOP RD, DAYTON, OH 45459
Preparer
Erin Alderson Ea
Phone
9374352742
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services 122,772 0 0”

Form 990, Part XI, Line 9

“Unrealized gain on investments 2,780”

Raw XML AppendixShowing 400 of 421 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED SERVICES TO MEMBER ORGANIZATIONS TO FACILITATE THEIR PROVISION OF PERFORMANCE EXCELLENCE SERVICES AND PROFESSIONAL DEVELOPMENT TO THEIR CLIENTS. 30 MEMBER ORGANIZATIONS SERVED MANY CLIENTS.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0128795
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS APPROVED BY THE BOARD PRIOR TO SUBMITTING TO THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROFESSIONAL SERVICES 122,772 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS 2,780
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0393239
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0400875
IRS990/TravelGrp/ProgramServicesAmt0865
IRS990/TravelGrp/TotalAmt0865
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 4263
IRS990/USAddress/CityNm0GREENWOOD VILLAGE
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080155
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGOT HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06082126613
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALLIANCE FOR PERFORMANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCELLENCE

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