Civic Intelligence

Partners for Change Initiative

EIN 20-4896926 • 501(c)3 • St Paul, MN

Profile

Partners for change mission is to help institutional and individual donors more effectively address society's most challenging problems through reserch, critical analysis, and coaching.

585 Grand AvenueSt Paul, MN 55102

partners4change.org

Siviq Scores

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

Liabilities / Assets

84th percentile

0.43x

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

501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.12x

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

501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

53rd percentile

5.8%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$95,463

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

18th percentile

-14%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

36%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$275,394

Down $44,405 (-14%) from 2015

Liabilities

Down

$118,801

Down $101,404 (-46%) from 2015

Net Assets

Up

$156,593

Up $56,999 (+57%) from 2015

Operations
Liabilities / Revenue72nd percentileNet Margin53rd percentile

Revenue

Up

$987,715

Up $260,571 (+36%) from 2015

Expenses

Up

$930,716

Up $147,582 (+19%) from 2015

Net Income

Up

$56,999

Up $112,989 (+202%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$400K$300K$200K$100K$0Assets 2012: $27,781Liabilities 2012: $4,213Net Assets 2012: $23,5682012Assets 2013: $122,581Liabilities 2013: $49,334Net Assets 2013: $73,2472013Assets 2014: $369,116Liabilities 2014: $213,532Net Assets 2014: $155,5842014Assets 2015: $319,799Liabilities 2015: $220,205Net Assets 2015: $99,5942015Assets 2016: $275,394Liabilities 2016: $118,801Net Assets 2016: $156,5932016

Highlighted filing

2016

Assets$275,394
Liabilities$118,801
Net Assets$156,593
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $277,9672012Revenue 2013: $628,131Expenses 2013: $578,452Net Income 2013: $49,6792013Revenue 2014: $741,692Expenses 2014: $659,355Net Income 2014: $82,3372014Revenue 2015: $727,144Expenses 2015: $783,134Net Income 2015: -$55,9902015Revenue 2016: $987,715Expenses 2016: $930,716Net Income 2016: $56,9992016

Highlighted filing

2016

Revenue$987,715
Expenses$930,716
Net Income$56,999
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$275,394
Liabilities
$118,801
Net assets
$156,593
Revenue
$987,715
Expenses
$930,716
Net income
$56,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$2.75$1.19$1.57$9.88$9.31$0.57
2015Summary only. Only limited summary data is available for this year.$3.20$2.20$1.00$7.27$7.83$0.56
2014Detailed filing. Detailed filing data is available for this year.$3.69$2.14$1.56$7.42$6.59$0.82
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.49$0.73$6.28$5.78$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.04$0.24$2.78
Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$741,692
Mission and Program Overview

Mission

Partners for change mission is to assist the philantrhropic community in being more effective through strategic planning, trendsetting research, evaluation and learning, and teaching and coaching to a us and global audience.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$4,376$227,890▲ $223,514
Accounts Receivable$111,044$51,629▼ $59,415
Cash and Non-Interest-Bearing Accounts$1,795$46,700▲ $44,905
Receivables From Officers Etc$445$31,628▲ $31,183
Receivable From Disqualified Prsn$4,921$6,596▲ $1,675
Other Notes and Loans Receivable, Net-$2,744-
Land, Buildings, and Equipment, Net-$1,929-
Total Assets$122,581$369,116▲ $246,535
Liabilities
Deferred Revenue-$106,720-
Other Liabilities-$69,986-
Accounts Payable and Accrued Expenses$49,334$36,826▼ $12,508
Total Liabilities$49,334$213,532▲ $164,198
Net Assets / Fund Balance
Unrestricted Net Assets$73,247$155,584▲ $82,337
Total Net Assets Fund Balance$73,247$155,584▲ $82,337
Total Liabilities and Net Assets / Fund Balance$122,581$369,116▲ $246,535

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,929$433$2,362
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John ShermanSr ManagerFT$81,250$14,213$95,463
Gayle PetersonSr ManagerFT$75,000$10,292$85,292

Board Members and Trustees

NameTitle
Andy HalseyBoard Chair
Anthony J TascaBoard Member
Joanne SandlerBoard Member
Lynn LohrBoard Member
Ricardo Salvador PhdBoard Member
Wendy LittlefieldBoard Member
Marjorie SimsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,620
Program Service Revenue
$679,064
Investment Income
$8
Other Revenue
$0
All Other Contributions
$62,620
Change in Net Assets
$82,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$378,472
Other Expenses$280,883
Total Fundraising Expense$89,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$85,657$24,713$36,756$147,126
Other Salaries and Wages$83,304$21,785$15,078$120,167
Fees for Services Other$98,088$1,895$2,240$102,223
Occupancy$12,226$52,106-$64,332
Other Employee Benefits$47,728$6,908$8,164$62,800
Payroll Taxes$28,969$4,192$4,955$38,116
Office Expenses$2,170$29,691$2,079$33,940
Travel$17,267$4,490$11,845$33,602
Fees for Services Legal-$14,346-$14,346
Fees for Services Accounting-$12,215-$12,215
Pension Plan Contributions$7,800$1,129$1,334$10,263
Advertising-$1,774$5,021$6,795
Conferences and Meetings$207$2,704$1,865$4,776
Information Technology-$3,536-$3,536
Depreciation Depletion-$3,059-$3,059
Insurance-$1,561-$1,561
Interest$378$55$65$498
Total Functional Expenses$383,794$186,159$89,402$659,355
International Activity

International Summary

Offices
1
Employees
1
Spending
$77,625

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeTeaching at OxfordPlanning Management11$77,625
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common OwnersPayment for ServicesNo$80,427
-Common OwnerRent ReimbursementNo$9,150

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$445$31,628▲ $31,183
Receivables from Disqualified Persons$4,921$6,596▲ $1,675
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liability$69,986
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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 2

“Gayle peterson james litwin key employee employee spouse”

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

“The board is able to review the form 990 electronically.”

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

“All grants and contracts pertaining to relevant board and staff, we have adhered to full disclosure policies and conflicts of interest. Board members must recuse themselves from votes if there is a conflict of interest.”

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

“An analysis of compensation levels using the council on foundation primarily due to compensation levels are below of those of other ngo's providing similar services (e.g.fsg, the philanthropic initiatives.”

Form 990, Page 6, Part VI, Line 19

“The form 990 is available on request to the general public. It is also available on guidestar.”

Filing and Contact Details

Filer

Filer Name
Partners for Change Initiative
EIN
20-4896926
Phone
3128786710
Address
585 GRAND AVENUE, ST PAUL, MN 55102

Signing Officer

Name
John Sherman
Title
Sr Managing Director
Phone
3128786710
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Sherman
Formed
2006
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
9

Preparer

Firm
Sevenich Butler Gerlach & Brazil Ltd
Address
2221 FORD PARKWAY SUITE 300, ST PAUL, MN 55116-1800
Preparer
Darcy M Rasmussen
Phone
6516901040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Partners for change mission is to assist the philantrhropic community in being more effective through strategic planning, trendsetting research, evaluation and learning, and teaching and coaching to a us and global audience.”

Form 990, Part IX, Line 11G

“Consulting contracts 81,155 0 0 interns 3,838 0 0 payroll processing expense 13,095 1,895 2,240”

Raw XML AppendixShowing 400 of 486 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/PrincipalOfficerNm0JOHN SHERMAN
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IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0679064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0679064
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0-6537
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0222540
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08
IRS990/PYOtherExpensesAmt0578452
IRS990/PYProgramServiceRevenueAmt0405583
IRS990/PYRevenuesLessExpensesAmt049679
IRS990/PYTotalExpensesAmt0578452
IRS990/PYTotalRevenueAmt0628131
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt04921
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt06596
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0445
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt031628
IRS990/ReconcilationRevenueExpnssAmt082337
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt01,350
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0222540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt085985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0371145
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt042
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0679064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0405583
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0214174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01298821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt042
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01350
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01350
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt01669966
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0741684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0628123
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0300159
IRS990ScheduleA/Total509Grp/TotalAmt01669966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0741692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0628131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0301535
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01671358
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01929
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0433
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02362
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt069986
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01929
IRS990ScheduleD/TotalLiabilityAmt069986
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt077625
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0PLANNING MANAGEMENT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0TEACHING AT OXFORD
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt01
IRS990ScheduleF/SubtotalOfficesCnt01
IRS990ScheduleF/SubtotalSpentAmt077625
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0EUROPE 77,625 0
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVED 136,738 TO PROVIDE TEACHING AND TRAINING SERVICES AT THE UNIVERSITY OF OXFORD, UNITED KINGDOM. THE ORGANIZATION'S EXPENSES TO PROVIDE THESE SERVICES TO OXFORD WAS 77,625.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE F, PAGE 5, PART V
IRS990ScheduleF/TotalEmployeeCnt01
IRS990ScheduleF/TotalOfficeCnt01
IRS990ScheduleF/TotalSpentAmt077625
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0HEADWATERS GROUP LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1HEADWATERS REAL ESTATE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine2Txt0HEADWATERS GROUP LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine2Txt1HEADWATERS REAL ESTATE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0COMMON OWNERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1COMMON OWNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt080427
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt19150
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PAYMENT FOR SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1RENT REIMBURSEMENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt015340
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt114788
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt25589
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt31500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt41007
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd4true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0HEADWATERS GROUP LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt1HEADWATERS REAL ESTATE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine2Txt0HEADWATERS GROUP LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine2Txt1HEADWATERS REAL ESTATE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd4X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0ADVANCES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1ADVANCES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2ADV PYMT FOR SERVICES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3ADVANCES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt4ADV PYMT RENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0445
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt14730
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt2191
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JOHN SHERMAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1GAYLE PETERSON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2JAMES LITWIN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1SR MANAGING DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2RELATED ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt3DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt4RELATED ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd4false
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCHEDULE L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: A) NAME OF BUSINESS: HEADWATERS GROUP B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ENTITY PARTIALLY OWNED BY DIRECTORS D) DESCRIPTION OF TRANSACTION: PAYMENT FOR CONTRACT SERVICES E) NAME OF BUSINESS: HEADWATERS REAL ESTATE F) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ENTITY PARTIALLY OWNED BY DIRECTORS G) DESCRIPTION OF TRANSACTION: PAYMENT FOR RENT
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleL/TotalBalanceDueAmt038224
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARTNERS FOR CHANGE MISSION IS TO ASSIST THE PHILANTRHROPIC COMMUNITY IN BEING MORE EFFECTIVE THROUGH STRATEGIC PLANNING, TRENDSETTING RESEARCH, EVALUATION AND LEARNING, AND TEACHING AND COACHING TO A US AND GLOBAL AUDIENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GAYLE PETERSON JAMES LITWIN KEY EMPLOYEE EMPLOYEE SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD IS ABLE TO REVIEW THE FORM 990 ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GRANTS AND CONTRACTS PERTAINING TO RELEVANT BOARD AND STAFF, WE HAVE ADHERED TO FULL DISCLOSURE POLICIES AND CONFLICTS OF INTEREST. BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTES IF THERE IS A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AN ANALYSIS OF COMPENSATION LEVELS USING THE COUNCIL ON FOUNDATION PRIMARILY DUE TO COMPENSATION LEVELS ARE BELOW OF THOSE OF OTHER NGO'S PROVIDING SIMILAR SERVICES (E.G.FSG, THE PHILANTHROPIC INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS AVAILABLE ON REQUEST TO THE GENERAL PUBLIC. IT IS ALSO AVAILABLE ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTING CONTRACTS 81,155 0 0 INTERNS 3,838 0 0 PAYROLL PROCESSING EXPENSE 13,095 1,895 2,240
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A

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