Civic Intelligence

The Partnership for Excellence

EIN 34-1882492 • 501(c)3 • Columbus, OH

Profile

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

829 Bethel Road 212Columbus, OH 43214

www.thepartnershipforexcellence.org

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

60th percentile

10.0%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

1.4%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2022

Revenue Growth

46th percentile

4.9%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2022

Assets

Down

$664,766

Down $13,851 (-2.0%) from 2023

Liabilities

Down

$588

Down $164 (-22%) from 2023

Net Assets

Down

$664,178

Down $13,687 (-2.0%) from 2023

Revenue

Up

$236,116

Up $6,174 (+2.7%) from 2023

Expenses

Up

$255,687

Up $16,500 (+6.9%) from 2023

Net Income

Down

-$19,571

Down $10,326 (-112%) from 2023

Trend Graphs

Balance Sheet Trend

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

$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

2024

Assets$664,766
Liabilities$588
Net Assets$664,178

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$236,116
Expenses$255,687
Net Income-$19,571

Filings

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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 16, 2025
Return Version
2024v5.0
Gross Receipts
$236,116
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$677,865$664,178▼ $13,687
Investments in Publicly Traded Securities$527,385$562,670▲ $35,285
Cash and Non-Interest-Bearing Accounts$137,040$95,450▼ $41,590
Accounts Receivable$12,000$4,500▼ $7,500
Savings and Temporary Cash Investments$2,075$2,076▲ $1
Land, Buildings, and Equipment, Net$117$70▼ $47
Total Assets$678,617$664,766▼ $13,851
Liabilities
Accounts Payable and Accrued Expenses$752$588▼ $164
Total Liabilities$752$588▼ $164
Net Assets / Fund Balance
Total Net Assets Fund Balance$677,865$664,178▼ $13,687
Total Liabilities and Net Assets / Fund Balance$678,617$664,766▼ $13,851

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$70$9,934$10,004
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Margot HoffmanPresident &FT$145,000$145,000

Board Members and Trustees

NameTitle
Kurt SchochChair
Pamela JensenVice Chair/s
Andrew WeberBoard Member
Greg Braylock JrBoard Member
Jeff WendorfBoard Member
John LeechBoard Member
Laura ViachesBoard Member
Lori PersohnBoard Member
Matthew BrowningBoard Member
Michael EverettBoard Member
Mike BelterBoard Member
Paul WorstellBoard Member
Rich KramerBoard Member
Robert BarnettBoard Member
Sara KuczekBoard Member
Shane SommersBoard Member
Steve AltmillerBoard Member
Tammy DyeBoard Member
William KoseBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$76,850
Program Service Revenue
$123,189
Investment Income
$35,726
Other Revenue
$351
All Other Contributions
$35,875
Change in Net Assets
$-19,571
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$177,070
Other Expenses$78,617
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$72,500$72,500-$145,000
Other Salaries and Wages$9,688$9,688-$19,376
Conferences and Meetings$18,467--$18,467
Fees for Services Other$12,983--$12,983
Payroll Taxes$6,347$6,347-$12,694
Travel$10,027--$10,027
Office Expenses$4,176$3,769-$7,945
Fees for Service Investment Mgmnt Fees-$6,324-$6,324
Fees for Services Accounting-$3,876-$3,876
Other Expenses$915$915-$1,830
All Other Expenses$1,310--$1,310
Insurance-$1,302-$1,302
Depreciation Depletion$47--$47
Total Functional Expenses$140,517$115,170$0$255,687
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
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 11B

The 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.

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

A 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.

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

The 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.

Form 990, Page 6, Part VI, Line 19

All documents are available to the public, except detailed financial statements

Filing and Contact Details

Filer

Filer Name
The Partnership for Excellence
EIN
34-1882492
Phone
6144257157
Address
829 BETHEL ROAD 212, COLUMBUS, OH 43214

Signing Officer

Name
Margot Hoffman
Title
President & CEO
Phone
6144257157
Signed
2025-04-16

Organization Details

Principal Officer
Margot Hoffman
Formed
1998
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
19
Employees
3

Preparer

Firm
Waverly Business Services
Address
180 A COMMERCE PARK DR, WESTERVILLE, OH 43082
Preparer
Erin Alderson Ea
Phone
6148906620
Supplemental Narrative

Additional Explanations

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

We support organizational performance excellence and continuous improvement by: raising awareness on the importance of performance excellence to strengthen our economy and competitiveness in the global marketplace to create jobs, improve healthcare, higher quality education and more efficient and effective government and non-profit organizations. Providing organizational assessment, evaluation, and quality tools. Educating and sharing best-in-class practices with leaders from all sectors of the economy. Recognizing role-model organizations with tpe's awards for excellence culminating with the platinum-level, governor's award for excellence. Once organizations achieve the platinum-level of recognition they are eligible to submit an application for the malcolm baldrige national quality award presented by the president of the united states.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT &
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
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IRS990/MissionDesc0TO CULTIVATE PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT AMONG BUSINESS, EDUCATION, GOVERNMENT, HEALTHCARE, AND NON-PROFIT ORGANIZATIONS BASED IN OHIO, INDIANA, ILLINOIS AND WEST VIRGINIA.
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IRS990/PrincipalOfficerNm0MARGOT HOFFMAN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE SUPPORT ORGANIZATIONAL PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT BY: RAISING AWARENESS ON THE IMPORTANCE OF PERFORMANCE EXCELLENCE TO STRENGTHEN OUR ECONOMY AND COMPETITIVENESS IN THE GLOBAL MARKETPLACE TO CREATE JOBS, IMPROVE HEALTHCARE, HIGHER QUALITY EDUCATION AND MORE EFFICIENT AND EFFECTIVE GOVERNMENT AND NON-PROFIT ORGANIZATIONS. PROVIDING ORGANIZATIONAL ASSESSMENT, EVALUATION, AND QUALITY TOOLS. EDUCATING AND SHARING BEST-IN-CLASS PRACTICES WITH LEADERS FROM ALL SECTORS OF THE ECONOMY. RECOGNIZING ROLE-MODEL ORGANIZATIONS WITH TPE'S AWARDS FOR EXCELLENCE CULMINATING WITH THE PLATINUM-LEVEL, GOVERNOR'S AWARD FOR EXCELLENCE. ONCE ORGANIZATIONS ACHIEVE THE PLATINUM-LEVEL OF RECOGNITION THEY ARE ELIGIBLE TO SUBMIT AN APPLICATION FOR THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD PRESENTED BY THE PRESIDENT OF THE UNITED STATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/ExplanationTxt2A 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/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC, EXCEPT DETAILED FINANCIAL STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C

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