Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
The Partnership for Excellence
990 • Fiscal year 2017 • EIN 34-1882492
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
77th percentile
Higher debt load relative to revenue than 77% of similar nonprofits.
Net Margin
58th percentile
Higher net margin than 58% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 46.4% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
18th percentile
Faster revenue growth than 18% of similar nonprofits.
Balance Sheet
Assets
Up$480,764
Up $10,645 (+2.3%) from 2016
Net Assets
Up$468,655
Up $17,025 (+3.8%) from 2016
Liabilities
Down$12,109
Down $6,380 (-35%) from 2016
Revenue And Expenses
Revenue
Down$233,586
Down $93,420 (-29%) from 2016
Expenses
Down$216,561
Down $65,622 (-23%) from 2016
Net Income
Down$17,025
Down $27,798 (-62%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Apr 30, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $233,586
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.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $451,630 | $468,655 | ▲ $17,025 |
| Investments in Publicly Traded Securities | $139,886 | $358,375 | ▲ $218,489 |
| Cash and Non-Interest-Bearing Accounts | $325,446 | $119,303 | ▼ $206,143 |
| Savings and Temporary Cash Investments | $2,072 | $2,073 | ▲ $1 |
| Land, Buildings, and Equipment, Net | $980 | $588 | ▼ $392 |
| Accounts Receivable | $1,735 | $425 | ▼ $1,310 |
| Total Assets | $470,119 | $480,764 | ▲ $10,645 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $18,489 | $12,109 | ▼ $6,380 |
| Total Liabilities | $18,489 | $12,109 | ▼ $6,380 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $451,630 | $468,655 | ▲ $17,025 |
| Total Liabilities and Net Assets / Fund Balance | $470,119 | $480,764 | ▲ $10,645 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $588 | $8,765 | $9,353 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Margot Hoffman | President & | FT | $108,400 | $108,400 |
Board Members and Trustees
| Name | Title |
|---|---|
| Paul Worstell | Chair |
| Tammy Dye | Vice Chair |
| Darryl Duncan | Board Member |
| Frank Cunningham | Board Member |
| George Mcafee | Board Member |
| Gina Smith | Board Member |
| Glenn Crotty | Board Member |
| Jeff Wendorf | Board Member |
| John Leech | Board Member |
| Kevin Webb | Board Member |
| Kurt Schoch | Board Member |
| Lydia Mihalik | Board Member |
| Lynn Schemel | Board Member |
| Mike Belter | Board Member |
| Sara Fauss Kuczek | Board Member |
| Steve Wall | Board Member |
| Julie Davis | Secretary |
| David Nussear | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $78,012
- Program Service Revenue
- $133,725
- Investment Income
- $21,076
- Other Revenue
- $773
- All Other Contributions
- $26,162
- Change in Net Assets
- $17,025
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $132,191 |
| Other Expenses | $84,370 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $54,200 | $54,200 | - | $108,400 |
| Conferences and Meetings | $32,156 | - | - | $32,156 |
| Fees for Services Other | $17,668 | - | - | $17,668 |
| Other Salaries and Wages | $7,105 | $7,105 | - | $14,210 |
| Payroll Taxes | $4,790 | $4,791 | - | $9,581 |
| Travel | $9,369 | - | - | $9,369 |
| Fees for Services Accounting | - | $4,210 | - | $4,210 |
| All Other Expenses | $1,472 | $2,329 | - | $3,801 |
| Fees for Service Investment Mgmnt Fees | - | $2,590 | - | $2,590 |
| Other Expenses | $1,223 | $1,224 | - | $2,447 |
| Office Expenses | $976 | $643 | - | $1,619 |
| Insurance | - | $1,447 | - | $1,447 |
| Depreciation Depletion | $392 | - | - | $392 |
| Total Functional Expenses | $133,267 | $83,294 | $0 | $216,561 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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 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
- 2018-04-30
Organization Details
- Principal Officer
- Margot Hoffman
- Formed
- 1998
- Legal Domicile
- Oh
- Voting Board Members
- 19
- Independent Board Members
- 18
- Employees
- 3
Preparer
- Firm
- Weston & Company Cpas LLC
- Address
- 180-A COMMERCE PARK DR, WESTERVILLE, OH 43082-6067
- Preparer
- Erin Alderson Ea
- Phone
- 6148906620
Supplemental Narrative
Additional Explanations
Form 990, Page 2, Part III, Line 4A
“National quality award presented by the president of the united states.”
Raw XML AppendixShowing 400 of 468 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/Desc | 0 | 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/TitleTxt | 14 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | PRESIDENT & |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1998 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 19 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 233586 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 18 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1447 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1447 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 21076 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 21076 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 139886 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 358375 |
| IRS990/IRPDocumentCnt | 0 | 6 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 8765 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 980 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 588 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 9353 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembershipDuesAmt | 0 | 51850 |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO CULTIVATE PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT AMONG BUSINESS, EDUCATION, GOVERNMENT, HEALTHCARE, AND NON-PROFIT ORGANIZATIONS BASED IN OHIO, INDIANA, AND WEST VIRGINIA. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 451630 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 468655 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 643 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 976 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 1619 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | WEBSITE EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 1 | TRAINING SUPPLIES/EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | TELEPHONE |
| IRS990/OtherExpensesGrp/Desc | 3 | MERCHANT FEES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3527 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1228 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1224 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 2688 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 1228 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 1223 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 3527 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2688 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2456 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2447 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | DISCOUNTS & REWARDS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 773 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 773 |
| IRS990/OtherRevenueTotalAmt | 0 | 773 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 7105 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 7105 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 14210 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 4791 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 4790 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 9581 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | MARGOT HOFFMAN |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | APPLICATION FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | CONFERENCE REGISTRATIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | TRAINING/WORKSHOPS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 76830 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 42830 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 14065 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 76830 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 42830 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 14065 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 86865 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 4345 |
| IRS990/PYOtherExpensesAmt | 0 | 141691 |
| IRS990/PYOtherRevenueAmt | 0 | 2315 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 233481 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 44823 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 140492 |
| IRS990/PYTotalExpensesAmt | 0 | 282183 |
| IRS990/PYTotalRevenueAmt | 0 | 327006 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 17025 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 133725 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 451630 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 468655 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2072 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2073 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 78012 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 86865 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 81125 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 71109 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 87881 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 404992 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 21076 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 4345 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | -1870 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4668 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4482 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 32701 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 134498 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 235796 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 429370 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 286073 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 184295 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 1270032 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 21076 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 4345 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | -1870 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 4668 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 4482 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 32701 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.02000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.01000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.98090 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99090 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 1675024 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 212510 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 322661 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 510495 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 357182 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 272176 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 1675024 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 233586 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 327006 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 508625 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 361850 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 276658 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 1707725 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 588 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 8765 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 9353 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 588 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NATIONAL QUALITY AWARD PRESENTED BY THE PRESIDENT OF THE UNITED STATES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC, EXCEPT DETAILED FINANCIAL STATEMENTS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 2, PART III, LINE 4A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 470119 |
| IRS990/TotalAssetsEOYAmt | 0 | 480764 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 470119 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 480764 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $480,764
- Liabilities
- $12,109
- Net assets
- $468,655
- Revenue
- $233,586
- Expenses
- $216,561
- Net income
- $17,025