Civic Intelligence

The Stamford Partnership Incorporated

990 • Fiscal year 2021 • EIN 06-0993590

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

Organization ProfileWWW.STAMFORDPARTNERSHIP.ORG

View Organization Page

2 Landmark Square Suite No 108Stamford, CT 06901

(475) 619-9536

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.88x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.72x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

22nd percentile

-2.5%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$109,039

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

94th percentile

116%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

194%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$1,022,339

Up $549,435 (+116%) from 2020

Net Assets

Down

$118,272

Down $31,507 (-21%) from 2020

Liabilities

Up

$904,067

Up $580,942 (+180%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin22nd percentile

Revenue

Up

$1,247,029

Up $822,169 (+194%) from 2020

Expenses

Up

$1,278,536

Up $868,720 (+212%) from 2020

Net Income

Down

-$31,507

Down $46,551 (-309%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2011: $168,626Liabilities 2011: $598Net Assets 2011: $168,0282011Assets 2012: $50,790Liabilities 2012: $56,690Net Assets 2012: -$5,9002012Assets 2013: $95,179Liabilities 2013: $1,641Net Assets 2013: $93,5382013Assets 2014: $116,172Liabilities 2014: $4,720Net Assets 2014: $111,4522014Assets 2015: $113,816Liabilities 2015: $0Net Assets 2015: $113,8162015Assets 2016: $121,992Liabilities 2016: $0Net Assets 2016: $121,9922016Assets 2017: $108,892Liabilities 2017: $0Net Assets 2017: $108,8922017Assets 2018: $122,447Liabilities 2018: $0Net Assets 2018: $122,4472018Assets 2019: $276,832Liabilities 2019: $0Net Assets 2019: $276,8322019Assets 2020: $472,904Liabilities 2020: $323,125Net Assets 2020: $149,7792020Assets 2021: $1,022,339Liabilities 2021: $904,067Net Assets 2021: $118,2722021Assets 2022: $303,736Liabilities 2022: $57,124Net Assets 2022: $246,6122022Assets 2023: $182,498Liabilities 2023: $40,726Net Assets 2023: $141,7722023Assets 2024: $379,330Liabilities 2024: $31,037Net Assets 2024: $348,2932024

Highlighted filing

2021

Assets$1,022,339
Liabilities$904,067
Net Assets$118,272
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $364,370Expenses 2011: $229,734Net Income 2011: $134,6362011Revenue 2012: $146,661Expenses 2012: $156,908Net Income 2012: -$10,2472012Revenue 2013: $177,602Expenses 2013: $78,164Net Income 2013: $99,4382013Revenue 2014: $90,200Expenses 2014: $72,286Net Income 2014: $17,9142014Revenue 2015: $80,000Expenses 2015: $77,636Net Income 2015: $2,3642015Revenue 2016: $105,694Expenses 2016: $97,518Net Income 2016: $8,1762016Revenue 2017: $156,194Expenses 2017: $169,294Net Income 2017: -$13,1002017Revenue 2018: $134,354Expenses 2018: $120,799Net Income 2018: $13,5552018Revenue 2019: $352,740Expenses 2019: $198,355Net Income 2019: $154,3852019Revenue 2020: $424,860Expenses 2020: $409,816Net Income 2020: $15,0442020Revenue 2021: $1,247,029Expenses 2021: $1,278,536Net Income 2021: -$31,5072021Revenue 2022: $1,008,999Expenses 2022: $880,659Net Income 2022: $128,3402022Revenue 2023: $301,863Expenses 2023: $406,703Net Income 2023: -$104,8402023Revenue 2024: $724,603Expenses 2024: $518,082Net Income 2024: $206,5212024

Highlighted filing

2021

Revenue$1,247,029
Expenses$1,278,536
Net Income-$31,507
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$1,247,029
Mission and Program Overview

Mission

The stamford partnership is a public-private-partnership working to enhance the quality of life for those who live and work in stamford, connecticut.the partnership is part convener, part think tank, part incubator. It brings together a wide spectrum of constituencies and stakeholders to identify needs, resources and opportunities to engage leadership and prompt action to improve the city's quality of life. It is a catalyst for debate and discussion, and initiates civic projects through public, community, and private sector collaborations.

The stamford partnership is a public/private partnership working to enhance the quality of life for those who live and work in stamford connecticut.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$346,912$842,184▲ $495,272
Pledges and Grants Receivable$2,500$59,110▲ $56,610
Prepaid Expenses and Deferred Charges$1,880--
Accounts Receivable$250--
Total Assets$472,904$1,022,339▲ $549,435
Other Assets Total$121,362$121,045▼ $317
Liabilities
Accounts Payable and Accrued Expenses$63,893$421,800▲ $357,907
Deferred Revenue$117,038$371,222▲ $254,184
Other Liabilities$121,362$111,045▼ $10,317
Unsecured Notes Loans Payable$20,832--
Total Liabilities$323,125$904,067▲ $580,942
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$149,779$118,272▼ $31,507
Total Net Assets Fund Balance$149,779$118,272▼ $31,507
Total Liabilities and Net Assets / Fund Balance$472,904$1,022,339▲ $549,435

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,000--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jon WinkelCEOFT$109,039$109,039

Board Members and Trustees

NameTitle
Jodi GutierrezChairperson
Dan StolzenbachImm. Past Chairperson
April CondonVice Chairperson
Alice KnappDirector
Andrew SufianDirector
Ann ZuckerDirector
Caroline SimmonsDirector
Chris PerrettDirector
Corey ParisDirector
David KoorisDirector
David NobleDirector
David SteinDirector
Heather CavanaghDirector
Joe GoettDirector
John EmraDirector
Jonathan BaileyDirector
Lisa RileyDirector
Margaret FeeneyDirector
Matt QuinonesDirector
Mayor David MartinDirector
Michael PollardDirector
Nick SimmonsDirector
Rowena TrackDirector
Scott ConleyDirector
Shannon DanielsDirector
Steve CooperDirector
Terrence ChengDirector
Thomas MaddenDirector
Ursiline FoleyDirector
Zsofia JamiesonDirector
Randall SkigenSecretary
Dan MorrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,195,170
Program Service Revenue
$50,982
Investment Income
$877
Other Revenue
$0
All Other Contributions
$104,044
Change in Net Assets
$-31,507

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,247,029
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$11,619
Total Revenue per Audited Statements
$1,258,648
Total Revenue per Form 990
$1,247,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,131,753
Salaries, Compensation, and Employee Benefits$146,783
Total Fundraising Expense$7,719
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$221,399$5,752-$227,151
Current Officers, Directors, Trustees, and Key Employees$115,191$13,552$6,776$135,519
Information Technology$116,508$520$260$117,288
Advertising$70,922$1,855-$72,777
Fees for Services Accounting$26,221$26,221-$52,442
Other Expenses$11,887--$11,887
Payroll Taxes$9,574$1,127$563$11,264
Occupancy$8,414--$8,414
Insurance$2,386$422-$2,808
Office Expenses$1,241$582$120$1,943
Fees for Services Legal$903--$903
All Other Expenses-$366-$366
Total Functional Expenses$1,220,420$50,397$7,719$1,278,536

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,290,155
Expenses per Audited Statements$1,278,536
Total Expenses per Form 990$1,278,536
Expenses Not Reported on Form 990$11,619
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Liabilities$111,045
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm. It is then reviewed by the chief executive officer and discussed with the board members prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is affirmed in writing annually.”

Form 990, Part VI, Section B, Line 15

“Employee compensation is approved by the board of directors.”

Form 990, Part VI, Section C, Line 18

“The form 990 is available on the guidestar website. Additionally, the governing documents, conflict of interest policy and audited financial statements are available upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and audited financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Stamford Partnership Inc
EIN
06-0993590
Phone
4756199536
Address
2 LANDMARK SQUARE SUITE NO 108, STAMFORD, CT 06901

Signing Officer

Name
Jodi Gutierrez
Title
Chairperson
Phone
4756199536
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jodi Gutierrez
Formed
1978
Legal Domicile
Ct
Voting Board Members
32
Independent Board Members
32
Employees
1
Volunteers
0

Preparer

Firm
Cironefriedberg Llp
Address
6 RESEARCH DRIVE 450, SHELTON, CT 06484
Preparer
Nicholas Dapaz
Phone
2033665876
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees: program service expenses 198,391. Management and general expenses 0. Fundraising expenses 0. Total expenses 198,391. Marketing & communications: program service expenses 23,008. Management and general expenses 5,752. Fundraising expenses 0. Total expenses 28,760.”

FORM 990, PART XII, LINE 2C:

“Audited financials are reviewed and approved by board memebers.”

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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/Form990PartVIISectionAGrp/PersonNm25DAN MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm26CHRIS PERRETT
IRS990/Form990PartVIISectionAGrp/PersonNm27MICHAEL POLLARD
IRS990/Form990PartVIISectionAGrp/PersonNm28ROWENA TRACK
IRS990/Form990PartVIISectionAGrp/PersonNm29CAROLINE SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm30DAVID STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm31ANDREW SUFIAN
IRS990/Form990PartVIISectionAGrp/PersonNm32JON WINKEL
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IRS990/Form990PartVIISectionAGrp/TitleTxt0IMM. PAST CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32CEO
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE STAMFORD PARTNERSHIP IS THE CITY'S AND REGION'S PREDOMINANT ECONOMIC AND COMMUNITY DEVELOPMENT ORGANIZATION. THE STAMFORD PARTNERSHIP IS A 501(C)(3) NONPROFIT THAT BRINGS COMPANIES, GOVERNMENTS, NONPROFITS,& PEOPLE TOGETHER TO REIMAGINE OUR SHARED FUTURE. FOCUSED ON ECONOMIC AND SOCIAL IMPACT, WE'RE GUIDED BY OUR THREE PILLARS; 1) PUBLIC-PRIVATE PARTNERSHIP. WE CREATE AND EMPOWER COALITIONS TO HELP TRANSFORM STAMFORD INTO A SMART CITY. ONE THAT'S FULLY CONNECTED AND POWERED BY TECHNOLOGY-AND WITH SUSTAINABILITY AT THE CORE OF ALL WE DO. 2) ECOSYSTEM DEVELOPMENT. WE BUILD PROGRAMS AND SERVICES FOR HIGH-POTENTIAL INDUSTRIES AND COMPANIES TO ENCOURAGE INNOVATION, GROWTH, AND CONNECTIVITY. 3) TALENT DEVELOPMENT. WE BELIEVE THAT THE WORKFORCE OF THE FUTURE IS BUILT ON LIFELONG LEARNING, SOFT SKILLS, AND TECHNICAL KNOWHOW. WE HELP INDIVIDUALS AND COMPANIES GROW WITH THESE CONCEPTS AT THE FOREFRONT.
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IRS990/OtherExpensesGrp/Desc2EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSES
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,022,339
Liabilities
$904,067
Net assets
$118,272
Revenue
$1,247,029
Expenses
$1,278,536
Net income
-$31,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.03$0.35$0.72$0.52$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.04$0.14$0.30$0.41$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.06$0.25$1.01$0.88$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.90$0.12$1.25$1.28$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.32$0.15$0.42$0.41$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.35$0.20$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.13$0.12$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.16$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.11$0.10$0.01
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.11$0.00$0.11$0.08$0.08$0.00
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.12$0.00$0.11$0.09$0.07$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.10$0.00$0.09$0.18$0.08$0.10
2012Summary only. Only limited summary data is available for this year.$0.05$0.06$0.01$0.15$0.16$0.01
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.36$0.23$0.13