Civic Intelligence

Partners for Change Foundation

990 • Fiscal year 2014 • EIN 20-4896926

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfilePARTNERS4CHANGE.ORG
585 Grand AvenueSt Paul, MN 55102

(312) 878-6710

Siviq Scores

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

Liabilities / Assets

85th percentile

0.58x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.29x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

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

Top Officer Pay

87th percentile

$95,463

Higher top officer pay than 87% of similar nonprofits.

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

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

Asset Growth

97th percentile

201%

Faster asset growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$369,116

Up $246,535 (+201%) from 2013

Net Assets

Up

$155,584

Up $82,337 (+112%) from 2013

Liabilities

Up

$213,532

Up $164,198 (+333%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin68th percentile

Revenue

Up

$741,692

Up $113,561 (+18%) from 2013

Expenses

Up

$659,355

Up $80,903 (+14%) from 2013

Net Income

Up

$82,337

Up $32,658 (+66%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$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

2014

Assets$369,116
Liabilities$213,532
Net Assets$155,584
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

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

2014

Revenue$741,692
Expenses$659,355
Net Income$82,337
Open 2014 Filing
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 Pay87th 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt049334
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt036826
IRS990/AccountsReceivableGrp/BOYAmt0111044
IRS990/AccountsReceivableGrp/EOYAmt051629
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PARTNERS 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.
IRS990/AdvertisingGrp/FundraisingAmt05021
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01774
IRS990/AdvertisingGrp/TotalAmt06795
IRS990/AllOtherContributionsAmt062620
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JUDY SCHRAMER
IRS990/BooksInCareOfDetail/PhoneNum03128789710
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0585 GRAND AVENUE
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0585 GRAND AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055102
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01795
IRS990/CashNonInterestBearingGrp/EOYAmt046700
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt036756
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt024713
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt085657
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0147126
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt01865
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02704
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0207
IRS990/ConferencesMeetingsGrp/TotalAmt04776
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt062620
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08
IRS990/CYOtherExpensesAmt0280883
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0679064
IRS990/CYRevenuesLessExpensesAmt082337
IRS990/CYSalariesCompEmpBnftPaidAmt0378472
IRS990/CYTotalExpensesAmt0659355
IRS990/CYTotalFundraisingExpenseAmt089402
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0741692
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt0106720
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03059
IRS990/DepreciationDepletionGrp/TotalAmt03059
IRS990/Desc0THROUGH RESEARCH, CRITICAL ANALYSIS, AND COACHING, WE HELP PHILANTHROPISTS AND BUSINESSES BY ADVANCING THE USE OF DELIBERATE LEADERSHIP TO TACKLE SOCIETY'S MOST WICKED PROBLEMS, THOSE MOST COMPLEX AND INTRACTABLE SOCIAL CHALLENGES: ONES THAT CANNOT BE RESOLVED, BUT ALLEVIATED OVER TIME.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0390331
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012215
IRS990/FeesForServicesAccountingGrp/TotalAmt012215
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt014346
IRS990/FeesForServicesLegalGrp/TotalAmt014346
IRS990/FeesForServicesOtherGrp/FundraisingAmt02240
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01895
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt098088
IRS990/FeesForServicesOtherGrp/TotalAmt0102223
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0true
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt712977
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt810156
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDY HALSEY
IRS990/Form990PartVIISectionAGrp/PersonNm1WENDY LITTLEFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm2LYNN LOHR
IRS990/Form990PartVIISectionAGrp/PersonNm3RICARDO SALVADOR PHD
IRS990/Form990PartVIISectionAGrp/PersonNm4JOANNE SANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm5MARJORIE SIMS
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY J TASCA
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8GAYLE PETERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt781250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt875000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt71236
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8136
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SR MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SR MANAGER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0741692
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03536
IRS990/InformationTechnologyGrp/TotalAmt03536
IRS990/InsuranceGrp/ManagementAndGeneralAmt01561
IRS990/InsuranceGrp/TotalAmt01561
IRS990/IntangibleAssetsGrp/BOYAmt04376
IRS990/IntangibleAssetsGrp/EOYAmt0227890
IRS990/InterestGrp/FundraisingAmt065
IRS990/InterestGrp/ManagementAndGeneralAmt055
IRS990/InterestGrp/ProgramServicesAmt0378
IRS990/InterestGrp/TotalAmt0498
IRS990/InvestmentIncomeGrp/ExclusionAmt08
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0433
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01929
IRS990/LandBldgEquipCostOrOtherBssAmt02362
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PARTNERS 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt073247
IRS990/NetAssetsOrFundBalancesEOYAmt0155584
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt052106
IRS990/OccupancyGrp/ProgramServicesAmt012226
IRS990/OccupancyGrp/TotalAmt064332
IRS990/OfficeExpensesGrp/FundraisingAmt02079
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029691
IRS990/OfficeExpensesGrp/ProgramServicesAmt02170
IRS990/OfficeExpensesGrp/TotalAmt033940
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08164
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06908
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt047728
IRS990/OtherEmployeeBenefitsGrp/TotalAmt062800
IRS990/OtherLiabilitiesGrp/EOYAmt069986
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015078
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021785
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt083304
IRS990/OtherSalariesAndWagesGrp/TotalAmt0120167
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02744
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04955
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04192
IRS990/PayrollTaxesGrp/ProgramServicesAmt028969
IRS990/PayrollTaxesGrp/TotalAmt038116
IRS990/PensionPlanContributionsGrp/FundraisingAmt01334
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01129
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07800
IRS990/PensionPlanContributionsGrp/TotalAmt010263
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN SHERMAN
IRS990/ProfessionalFundraisingInd0false
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$369,116
Liabilities
$213,532
Net assets
$155,584
Revenue
$741,692
Expenses
$659,355
Net income
$82,337
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits