Civic Intelligence

The Partnership for Excellence

990 • Fiscal year 2011 • EIN 34-1882492

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 01, 2011

Organization ProfileWWW.THEPARTNERSHIPFOREXCELLENCE.ORG
829 Bethel Road 21243214
Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

36th percentile

-6.9%

Faster asset growth than 36% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$156,901

Down $11,563 (-6.9%) from 2010

Net Assets

Down

$154,735

Down $10,864 (-6.6%) from 2010

Liabilities

Down

$2,166

Down $699 (-24%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$218,405

Up $12,446 (+6.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2010: $168,464Liabilities 2010: $2,865Net Assets 2010: $165,5992010Assets 2011: $156,901Liabilities 2011: $2,166Net Assets 2011: $154,7352011Assets 2013: $230,846Liabilities 2013: $1,338Net Assets 2013: $229,5082013Assets 2014: $276,620Liabilities 2014: $2,859Net Assets 2014: $273,7612014Assets 2015: $430,949Liabilities 2015: $24,142Net Assets 2015: $406,8072015Assets 2016: $470,119Liabilities 2016: $18,489Net Assets 2016: $451,6302016Assets 2017: $480,764Liabilities 2017: $12,109Net Assets 2017: $468,6552017Assets 2018: $475,750Liabilities 2018: $2,580Net Assets 2018: $473,1702018Assets 2019: $561,492Liabilities 2019: $1,026Net Assets 2019: $560,4662019Assets 2020: $635,702Liabilities 2020: $1,079Net Assets 2020: $634,6232020Assets 2021: $728,032Liabilities 2021: $892Net Assets 2021: $727,1402021Assets 2022: $654,157Liabilities 2022: $821Net Assets 2022: $653,3362022Assets 2023: $678,617Liabilities 2023: $752Net Assets 2023: $677,8652023Assets 2024: $664,766Liabilities 2024: $588Net Assets 2024: $664,1782024

Highlighted filing

2011

Assets$156,901
Liabilities$2,166
Net Assets$154,735
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2010: $217,097Expenses 2010: $205,959Net Income 2010: $11,1382010Expenses 2011: $218,4052011Revenue 2013: $272,176Expenses 2013: $232,498Net Income 2013: $39,6782013Revenue 2014: $357,182Expenses 2014: $312,929Net Income 2014: $44,2532014Revenue 2015: $508,625Expenses 2015: $375,579Net Income 2015: $133,0462015Revenue 2016: $327,006Expenses 2016: $282,183Net Income 2016: $44,8232016Revenue 2017: $233,586Expenses 2017: $216,561Net Income 2017: $17,0252017Revenue 2018: $288,002Expenses 2018: $258,480Net Income 2018: $29,5222018Revenue 2019: $280,226Expenses 2019: $234,657Net Income 2019: $45,5692019Revenue 2020: $254,145Expenses 2020: $206,342Net Income 2020: $47,8032020Revenue 2021: $293,667Expenses 2021: $216,498Net Income 2021: $77,1692021Revenue 2022: $279,477Expenses 2022: $251,599Net Income 2022: $27,8782022Revenue 2023: $229,942Expenses 2023: $239,187Net Income 2023: -$9,2452023Revenue 2024: $236,116Expenses 2024: $255,687Net Income 2024: -$19,5712024

Highlighted filing

2011

Revenue-
Expenses$218,405
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 1, 2011
Return Version
2010v3.4
Gross Receipts
$207,541
Mission and Program Overview

Mission

To cultivate performance excellence and continuous improvement among business, education, government, healthcare, and non-profit organizations based in ohio, indiana, and west virginia.

Filing and Contact Details

Filer

EIN
34-1882492
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IRS990ScheduleO/GeneralExplanation/Explanation0THE PRESIDENT REVIEWS FORM 990 FOR ACCURACY AND FORWARDS TO THE PARTNERSHIP FOR EXCELLENCE FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE BOARD OF TRUSTEES. ONCE APPROVED BY THE FULL BOARD THE 990 IS CONSIDERED APPROVED.
IRS990ScheduleO/GeneralExplanation/Explanation1A CONFLICT OF INTEREST FORM IS SIGNED BY ALL EXAMINERS AND BOARD MEMBERS ANNUALLY AND KEPT ON FILE. IF ANY CONFLICTS ARE SELF-REPORTED THEY ARE REVIEWED BY THE PRESIDENT/CEO AND A RECOMMENDATION FOR RESOLUTION IS MADE TO THE PARTNERSHIP FOR EXCELLENCE GOVERNANCE COMMITTEE. ONCE THE COMMITTEE REVIEWS THE EVIDENCE A RECOMMENDATION IS PRESENTED TO THE FULL BOARD OF TRUSTEES AT THE FOLLOWING BOT MEETING FOR FINAL DETERMINATION. IN ADDITION, SPOT CHECKS ARE MADE THROUGHOUT THE YEAR (NOT LESS THAN QUARTERLY) BY THE PRESIDENT/CEO TO IDENTIFY POSSIBLE CONFLICTS OF INTEREST THAT HAVE NOT BEEN SELF REPORTED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED BY A SPECIAL COMMITTEE SELECTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES OF THE PARTNERSHIP FOR EXCELLENCE WHO IS APPOINTED TO DO SO BY THE GOVERNANCE COMMITTEE. COMPARATIVE ANALYSIS FOR SIMILAR POSITIONS NATIONALLY, BY SECTOR (NON- PROFIT), AND GEOGRAPHICALLY ARE MADE TO ENSURE THAT COMPENSATION IS FAIR, REASONABLE, AND IN KEEPING WITH CURRENT TRENDS AND INDUSTRY STANDARDS. METRICS ARE DEVELOPED THAT SUPPORT THE ORGANIZATION'S STRATEGIC PLAN AND OPERATIONAL REQUIREMENTS. AN ANNUAL REVIEW IS CONDUCTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE GOVERNANCE COMMITTEE TO ENSURE THAT AGREED UPON METRICS HAVE BEEN MET. BASED ON PERFORMANCE A 10% OF SALARY BONUS IS CONSIDERED AND AUTHORIZED BY THE CHAIRMAN.
IRS990ScheduleO/GeneralExplanation/Explanation3ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC, EXCEPT DETAILED FINANCIAL STATEMENTS
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier2COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier3GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TheBooksAreInCareOf/NamePerson0ALFRED C FABER JR
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Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$156,901
Liabilities
$2,166
Net assets
$154,735
Revenue
-
Expenses
$218,405
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.65$0.01$6.64$2.36$2.56$0.20
2023Detailed filing. Detailed filing data is available for this year.$6.79$0.01$6.78$2.30$2.39$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.54$0.01$6.53$2.79$2.52$0.28
2021Detailed filing. Detailed filing data is available for this year.$7.28$0.01$7.27$2.94$2.16$0.77
2020Detailed filing. Detailed filing data is available for this year.$6.36$0.01$6.35$2.54$2.06$0.48
2019Detailed filing. Detailed filing data is available for this year.$5.61$0.01$5.60$2.80$2.35$0.46
2018Detailed filing. Detailed filing data is available for this year.$4.76$0.03$4.73$2.88$2.58$0.30
2017Detailed filing. Detailed filing data is available for this year.$4.81$0.12$4.69$2.34$2.17$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.70$0.18$4.52$3.27$2.82$0.45
2015Detailed filing. Detailed filing data is available for this year.$4.31$0.24$4.07$5.09$3.76$1.33
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.03$2.74$3.57$3.13$0.44
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.01$2.30$2.72$2.32$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.02$1.55$2.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.03$1.66$2.17$2.06$0.11