Civic Intelligence

The Partnership Plan for Stillwater Area Public Schools

990 • Fiscal year 2020 • EIN 20-3012418

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 08, 2020

1875 S Greeley StStillwater, MN 55082

(651) 439-3172

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.14x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

52nd percentile

6.4%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

20th percentile

-3.2%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,437,178

Down $46,865 (-3.2%) from 2019

Net Assets

Down

$1,402,101

Down $15,434 (-1.1%) from 2019

Liabilities

Down

$35,077

Down $31,431 (-47%) from 2019

Revenue

Down

$251,169

Down $87,906 (-26%) from 2019

Expenses

Down

$234,988

Down $88,892 (-27%) from 2019

Net Income

Up

$16,181

Up $986 (+6.5%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$1,437,178
Liabilities$35,077
Net Assets$1,402,101

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$251,169
Expenses$234,988
Net Income$16,181
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 8, 2020
Return Version
2019v5.0
Gross Receipts
$251,169
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.

To connect the community and its resources to stillwater area public schools to support exceptional learning experiences for students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$148,172$161,050▲ $12,878
Savings and Temporary Cash Investments$63,183$63,247▲ $64
Investments in Publicly Traded Securities$24,326$23,204▼ $1,122
Prepaid Expenses and Deferred Charges$6,804$4,435▼ $2,369
Land, Buildings, and Equipment, Net$580$183▼ $397
Total Assets$1,484,043$1,437,178▼ $46,865
Other Assets Total$1,240,978$1,185,059▼ $55,919
Liabilities
Grants Payable$66,028$27,416▼ $38,612
Accounts Payable and Accrued Expenses$480$7,661▲ $7,181
Total Liabilities$66,508$35,077▼ $31,431
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,265,304$1,208,263▼ $57,041
Net Assets Without Donor Restrictions$152,231$193,838▲ $41,607
Total Net Assets Fund Balance$1,417,535$1,402,101▼ $15,434
Total Liabilities and Net Assets / Fund Balance$1,484,043$1,437,178▼ $46,865

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$183$10,113$10,296
Other Assets Org$1,185,059--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,240,978-▲ $8,572-$1,185,059
2018$1,238,516$48,001▲ $44,275-$1,240,978
2017$1,175,373$26,629▲ $98,659-$1,238,516
2016$1,092,576$1,250▲ $141,030-$1,175,373
2015$1,149,985$3,407▲ $826-$1,092,576
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sara KubiakBoard Chair
Tom VoigtVice Chair
Brandon BergBoard Member
Chris GetchellBoard Member
Constance PaiementBoard Member
Lowell ThompsonBoard Member
Malinda LansfeldtBoard Member
Robert BachBoard Member
Samisha LameyerBoard Member
Sarah ShanksBoard Member
Sheri DahlkeBoard Member
Steve SmillieBoard Member
Suri KumaranBoard Member
Kirsten ParkerSecretary
Tracy GardnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$221,251
Program Service Revenue
$123
Investment Income
$29,795
Other Revenue
$0
All Other Contributions
$221,251
Change in Net Assets
$16,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,230
Salaries, Compensation, and Employee Benefits$81,340
Other Expenses$49,418
Total Fundraising Expense$3,555
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,230--$104,230
Current Officers, Directors, Trustees, and Key Employees$1,258$40,948$419$42,625
Other Salaries and Wages-$33,151-$33,151
Fees for Services Accounting-$7,695-$7,695
Occupancy-$6,536-$6,536
Payroll Taxes$92$5,441$31$5,564
Office Expenses$768$3,852-$4,620
Insurance-$2,818-$2,818
Other Expenses$27$2,744$2,903$2,744
Advertising$475$1,481-$1,956
Conferences and Meetings$25$1,412-$1,437
Fees for Services Other-$1,001-$1,001
All Other Expenses$103$727$42$872
Depreciation Depletion-$397-$397
Interest-$3-$3
Total Functional Expenses$117,557$113,876$3,555$234,988
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stillwater Area Public SchoolsStillwater, MN--$104,230
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
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
2020-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Robbins
Formed
2007
Legal Domicile
Mn
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
133

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, Page 2, Part III, Line 4A

The partnership plan's mission is to connect the community and its recources 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. 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 2019-20 school year, the partnership plan allocated 21 classroom grants and two sponsorships totaling 49,224. 2.district-wide grants - for large-scale projects that affect many students throughout the district. Two programs the partnership plan invested in during the 2019-20 school year were: a) design & build - 3d printing program for all middle school students - 10,000, b) pathways & possibilities - preparing students for all potential vocational opportunities in any given field, focused on those not necessarily requiring a 4-year degree - 38,300 3. Big impact grants - on-going programs affecting large numbers of students in a specific grade and/or an entire school. The partnership plan continues to fund three of these projects: a) peregrine falcon project @ sahs - 3,500, b) star lab for all elementary students - 6,500 and c) orchestra hall field trip for all 4th graders - 7,500 the partnership plan continues to be an effective an efficient organization, earning the guidestar silver seal of transparency for 2020. There are two part-time staff, equaling 1.5 fte.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2020Detailed filing. Detailed filing data is available for this year.$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