Civic Intelligence

The Partnership Plan for Stillwater

EIN 20-3012418 • 501(c)3 • Stillwater, MN

Profile

To connect the community and its resources to Stillwater Area Public Schools to support exceptional learning experiences for students. Our vision is to champion innovative learning for every student, every year, by being the leading partner to energize and unite community investments in Stillwater Area Public Schools.

1875 S Greeley StStillwater, MN 55082

www.partnershipplan.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

72nd percentile

0.27x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

53rd percentile

5.9%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

46th percentile

$40,537

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,079,657

Up $277,715 (+15%) from 2024

Liabilities

Up

$139,296

Up $117,989 (+554%) from 2024

Net Assets

Up

$1,940,361

Up $159,726 (+9.0%) from 2024

Revenue

Up

$514,379

Up $84,024 (+20%) from 2024

Expenses

Up

$483,901

Up $107,137 (+28%) from 2024

Net Income

Down

$30,478

Down $23,113 (-43%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,020,614Liabilities 2011: $5,254Net Assets 2011: $1,015,3602011Assets 2012: $1,252,742Liabilities 2012: $137,631Net Assets 2012: $1,115,1112012Assets 2013: $1,307,433Liabilities 2013: $76,536Net Assets 2013: $1,230,8972013Assets 2014: $1,542,562Liabilities 2014: $111,807Net Assets 2014: $1,430,7552014Assets 2015: $1,507,690Liabilities 2015: $117,811Net Assets 2015: $1,389,8792015Assets 2016: $1,434,367Liabilities 2016: $142,088Net Assets 2016: $1,292,2792016Assets 2017: $1,403,579Liabilities 2017: $111,913Net Assets 2017: $1,291,6662017Assets 2018: $1,585,753Liabilities 2018: $36,047Net Assets 2018: $1,549,7062018Assets 2019: $1,484,043Liabilities 2019: $66,508Net Assets 2019: $1,417,5352019Assets 2020: $1,437,178Liabilities 2020: $35,077Net Assets 2020: $1,402,1012020Assets 2021: $1,827,894Liabilities 2021: $21,754Net Assets 2021: $1,806,1402021Assets 2022: $1,556,779Liabilities 2022: $40,647Net Assets 2022: $1,516,1322022Assets 2023: $1,628,827Liabilities 2023: $37,653Net Assets 2023: $1,591,1742023Assets 2024: $1,801,942Liabilities 2024: $21,307Net Assets 2024: $1,780,6352024Assets 2025: $2,079,657Liabilities 2025: $139,296Net Assets 2025: $1,940,3612025

Highlighted filing

2025

Assets$2,079,657
Liabilities$139,296
Net Assets$1,940,361

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $370,888Expenses 2011: $321,723Net Income 2011: $49,1652011Revenue 2012: $551,111Expenses 2012: $451,360Net Income 2012: $99,7512012Revenue 2013: $361,122Expenses 2013: $336,349Net Income 2013: $24,7732013Revenue 2014: $366,219Expenses 2014: $318,669Net Income 2014: $47,5502014Revenue 2015: $388,269Expenses 2015: $449,991Net Income 2015: -$61,7222015Revenue 2016: $355,644Expenses 2016: $396,587Net Income 2016: -$40,9432016Revenue 2017: $348,442Expenses 2017: $422,105Net Income 2017: -$73,6632017Revenue 2018: $343,754Expenses 2018: $274,263Net Income 2018: $69,4912018Revenue 2019: $339,075Expenses 2019: $323,880Net Income 2019: $15,1952019Revenue 2020: $251,169Expenses 2020: $234,988Net Income 2020: $16,1812020Revenue 2021: $299,856Expenses 2021: $258,957Net Income 2021: $40,8992021Revenue 2022: $420,173Expenses 2022: $365,443Net Income 2022: $54,7302022Revenue 2023: $405,362Expenses 2023: $406,830Net Income 2023: -$1,4682023Revenue 2024: $430,355Expenses 2024: $376,764Net Income 2024: $53,5912024Revenue 2025: $514,379Expenses 2025: $483,901Net Income 2025: $30,4782025

Highlighted filing

2025

Revenue$514,379
Expenses$483,901
Net Income$30,478

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.08$0.14$1.94$0.51$0.48$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.02$1.78$0.43$0.38$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.04$1.59$0.41$0.41$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.04$1.52$0.42$0.37$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.02$1.81$0.30$0.26$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.04$1.40$0.25$0.23$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.07$1.42$0.34$0.32$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.04$1.55$0.34$0.27$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.11$1.29$0.35$0.42$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.14$1.29$0.36$0.40$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.12$1.39$0.39$0.45$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.11$1.43$0.37$0.32$0.05
2013Summary only. Only limited summary data is available for this year.$1.31$0.08$1.23$0.36$0.34$0.02
2012Summary only. Only limited summary data is available for this year.$1.25$0.14$1.12$0.55$0.45$0.10
2011Summary only. Only limited summary data is available for this year.$1.02$0.01$1.02$0.37$0.32$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 20, 2025
Return Version
2024v5.0
Gross Receipts
$544,050
Mission and Program Overview

Mission

To connect the community and its resources to stillwater area public schools to support exceptional learning experiences for students. We accomplish this by providing enhanced programs and innovative activities to benefit students and teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$315,962$347,137▲ $31,175
Savings and Temporary Cash Investments$67,771$106,769▲ $38,998
Prepaid Expenses and Deferred Charges$2,775--
Accounts Receivable$1,500$500▼ $1,000
Total Assets$1,801,942$2,079,657▲ $277,715
Other Assets Total$1,413,934$1,625,251▲ $211,317
Liabilities
Accounts Payable and Accrued Expenses$7,491$56,913▲ $49,422
Grants Payable$13,816$41,474▲ $27,658
Other Liabilities-$40,909-
Total Liabilities$21,307$139,296▲ $117,989
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,413,874$1,584,082▲ $170,208
Net Assets Without Donor Restrictions$366,761$356,279▼ $10,482
Total Net Assets Fund Balance$1,780,635$1,940,361▲ $159,726
Total Liabilities and Net Assets / Fund Balance$1,801,942$2,079,657▲ $277,715

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,610$2,610
Other Assets Org$260--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,381,780$48,601▲ $180,862-$1,546,771
2023$1,262,534$6,798▲ $174,507-$1,381,780
2022$1,190,239-▲ $140,555-$1,262,534
2021$1,486,242$30,000▼ $258,232-$1,190,239
2020$1,162,850-▲ $389,767-$1,486,242
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rick RobbinsExecutive DiPT$40,537$40,537

Board Members and Trustees

NameTitle
Chris OttoChair
Sarah ShanksPast Chair
Katie BangVice Chair
Adam CoxBoard Member
Deb SimcikBoard Member
Emily DollerschellBoard Member
Gina DoeBoard Member
Heidi LouiseBoard Member
Jennifer Stanek-andersonBoard Member
Kelly SchunaBoard Member
Mandee PuenteBoard Member
Marin NelsonBoard Member
Nathan HansenBoard Member
Sheri DahlkeBoard Member
Stacy MadduxBoard Member
Ben GoebelSecretary
Mike SwensonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$475,537
Program Service Revenue
$2,443
Investment Income
$44,767
Other Revenue
$-8,368
All Other Contributions
$404,056
Change in Net Assets
$30,478

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table79$25,889Fair Market Value (FMV)
Other Non Cash Contri Table1$252Fair Market Value (FMV)
Total Noncash Contributions80$26,141-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$309,552
Salaries, Compensation, and Employee Benefits$117,171
Total Fundraising Expense$72,852
Other Expenses$57,178
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$309,552--$309,552
Other Salaries and Wages-$32,131$35,187$67,318
Current Officers, Directors, Trustees, and Key Employees$1,576$15,688$24,203$41,467
Advertising$648$12,161$361$13,170
Occupancy-$9,457-$9,457
Payroll Taxes$122$3,686$4,578$8,386
Fees for Services Other-$1,161$6,236$7,397
Office Expenses$4,051$667$957$5,675
Insurance-$3,208-$3,208
Other Expenses$68$785$1,330$2,183
Fees for Services Accounting-$2,170-$2,170
All Other Expenses-$1,995-$1,995
Travel-$1,643-$1,643
Conferences and Meetings-$118-$118
Total Functional Expenses$318,685$92,364$72,852$483,901
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stillwater Area Public SchoolsStillwater, MN-Academic Growth$309,552
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,671
Fundraising Gross Income$21,303
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pony Up for Kid$59,709$11,039$110$10,929
Partnership Par$33,075$10,264-$10,264
Total Events$92,784$21,303$29,671$-8,368
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$40,909
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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, Page 6, Part VI, Line 11B

The finance committee reviews the form 990 and associated documents and distributes its recommendations and form 990 to the full board of directors for approval prior to filing.

Form 990, Page 6, Part VI, Line 12C

Each year, board members review their individual board contract and conflict of interest policy. Both documents are signed and filed. If there is a conflict (whether personal or business), board members are required to abstain from voting on the issue.

Form 990, Page 6, Part VI, Line 15A

The board evaluates information about the executive director's salary for similar sized organizations in the twin cities area. A search committee solicits and evaluates candidates' resumes. The search committee interviews candidates and makes recommendation to the full board, which makes an offer to the top candidate.

Form 990, Page 6, Part VI, Line 15B

The board evaluates information about the executive director's salary for similar sized organizations in the twin cities area. A search committee solicits and evaluates candidates' resumes. The search committee interviews candidates and makes recommendation to the full board, which makes an offer to the top candidate.

Form 990, Page 6, Part VI, Line 19

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The Partnership Plan for Stillwater
EIN
20-3012418
Phone
6514393172
Address
1875 S GREELEY ST, STILLWATER, MN 55082

Signing Officer

Name
Rick Robbins
Title
Executive Director
Phone
6513518372
Signed
2025-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Robbins
Formed
2007
Legal Domicile
Mn
Voting Board Members
17
Independent Board Members
17
Employees
3
Volunteers
75

Preparer

Firm
Foley Kalseim & Company Ltd
Address
12415 55TH ST N, LAKE ELMO, MN 55042-8462
Preparer
Dustin J Moeller CPA
Phone
6514303635
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To connect the community and its resources to stillwater area public schools to support exceptional learning experiences for students. We accomplish this by providing enhanced programs and innovative activities to benefit students and teachers.

Form 990, Page 1, Part I, Line 6

Volunteers utilized to carry on the operations of the organization.

Form 990, Page 2, Part III, Line 4A

The partnership plan's mission is to connect the community and its resources to stillwater area public schools to support exceptional learning experiences for all students. We accomplish this by providing enhanced programs and innovative activities to benefit students and teachers. We have three primary ways to distribute funds for this purpose. 1. Classroom grants - awarded to teachers with great ideas to make learning more meaningful and engaging for students. During the 2024-25 school year, the partnership plan allocated 20 classroom grants and 2 sponsorships totaling 35,319. 2. Big impact grants - these are on-going programs affecting large numbers of students. These can be in a specific grade and/or across an entire school or multiple schools. The partnership plan funded 20 of these types of projects over the 2024-25 school year totaling 252,598. These projects included grants in our mental health initiative, stem, arts, music and theater projects, our continued support of the pathways program and more. It also included support for the first year of a three year project to improve literary resources in our middle and high school media centers. 3. Miscellaneous- our work doesn't stop with the typical grant. We provide a small grant, that we call a new teacher grant, to every teacher who is new to our district to help them start up their classroom. In the 2024-25 school year, we awarded a total of 7,400 to 55 new teachers. We provided 10 scholarships in the 2020-25 school year: three teachers received a harcey walmar scholarship for continuing education (1,275)and we also awarded 9,000 in scholarships to seven graduating seniors.finally, we honored 8 teachers and staff with a 1000 grant each, to give to the school of their choice within the district as recognition of their excellent service to the school district through partnership awards (8,000). The partnership plan continues to be an effective and efficient organization, earning the guidestar silver seal of transparency again for 2025.during the 2024-25 school year,we employed three part-time staff, equaling 1.5 fte.

Form 990, Part XI, Line 9

Donated service/ use of facilities -7,085

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IRS990/Desc0THE PARTNERSHIP PLAN'S MISSION IS TO CONNECT THE COMMUNITY AND ITS RESOURCES TO STILLWATER AREA PUBLIC SCHOOLS TO SUPPORT EXCEPTIONAL LEARNING EXPERIENCES FOR ALL STUDENTS. WE ACCOMPLISH THIS BY PROVIDING ENHANCED PROGRAMS AND INNOVATIVE ACTIVITIES TO BENEFIT STUDENTS AND TEACHERS. WE HAVE THREE PRIMARY WAYS TO DISTRIBUTE FUNDS FOR THIS PURPOSE. 1. CLASSROOM GRANTS - AWARDED TO TEACHERS WITH GREAT IDEAS TO MAKE LEARNING MORE MEANINGFUL AND ENGAGING FOR STUDENTS. DURING THE 2024-25 SCHOOL YEAR, THE PARTNERSHIP PLAN ALLOCATED 20 CLASSROOM GRANTS AND 2 SPONSORSHIPS TOTALING 35,319. 2. BIG IMPACT GRANTS - THESE ARE ON-GOING PROGRAMS AFFECTING LARGE NUMBERS OF STUDENTS. THESE CAN BE IN A SPECIFIC GRADE AND/OR ACROSS AN ENTIRE SCHOOL OR MULTIPLE SCHOOLS. THE PARTNERSHIP PLAN FUNDED 20 OF THESE TYPES OF PROJECTS OVER THE 2024-25 SCHOOL YEAR TOTALING 252,598. THESE PROJECTS INCLUDED GRANTS IN OUR MENTAL HEALTH INITIATIVE, STEM, ARTS, MUSIC AND THEATER PROJECTS, OUR CONTINUED SUPPORT OF THE PATHWAYS PROGRAM AND MORE. IT ALSO INCLUDED SUPPORT FOR THE FIRST YEAR OF A THREE YEAR PROJECT TO IMPROVE LITERARY RESOURCES IN OUR MIDDLE AND HIGH SCHOOL MEDIA CENTERS. 3. MISCELLANEOUS- OUR WORK DOESN'T STOP WITH THE TYPICAL GRANT. WE PROVIDE A SMALL GRANT, THAT WE CALL A NEW TEACHER GRANT, TO EVERY TEACHER WHO IS NEW TO OUR DISTRICT TO HELP THEM START UP THEIR CLASSROOM. IN THE 2024-25 SCHOOL YEAR, WE AWARDED A TOTAL OF 7,400 TO 55 NEW TEACHERS. WE PROVIDED 10 SCHOLARSHIPS IN THE 2020-25 SCHOOL YEAR: THREE TEACHERS RECEIVED A HARCEY WALMAR SCHOLARSHIP FOR CONTINUING EDUCATION (1,275)AND WE ALSO AWARDED 9,000 IN SCHOLARSHIPS TO SEVEN GRADUATING SENIORS.FINALLY, WE HONORED 8 TEACHERS AND STAFF WITH A 1000 GRANT EACH, TO GIVE TO THE SCHOOL OF THEIR CHOICE WITHIN THE DISTRICT AS RECOGNITION OF THEIR EXCELLENT SERVICE TO THE SCHOOL DISTRICT THROUGH PARTNERSHIP AWARDS (8,000). THE PARTNERSHIP PLAN CONTINUES TO BE AN EFFECTIVE AND EFFICIENT ORGANIZATION, EARNING THE GUIDESTAR SILVER SEAL OF TRANSPARENCY AGAIN FOR 2025.DURING THE 2024-25 SCHOOL YEAR,WE EMPLOYED THREE PART-TIME STAFF, EQUALING 1.5 FTE.
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