Civic Intelligence

The Partnership for Excellence

990 • Fiscal year 2019 • EIN 34-1882492

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 21, 2020

829 Bethel Road 212Columbus, OH 43214

(614) 425-7157

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

90th percentile

$115,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 41.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-2.7%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$561,492

Up $85,742 (+18%) from 2018

Net Assets

Up

$560,466

Up $87,296 (+18%) from 2018

Liabilities

Down

$1,026

Down $1,554 (-60%) from 2018

Revenue

Down

$280,226

Down $7,776 (-2.7%) from 2018

Expenses

Down

$234,657

Down $23,823 (-9.2%) from 2018

Net Income

Up

$45,569

Up $16,047 (+54%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$561,492
Liabilities$1,026
Net Assets$560,466

Operations Trend

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

2019

Revenue$280,226
Expenses$234,657
Net Income$45,569
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 21, 2020
Return Version
2019v5.0
Gross Receipts
$280,226
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
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$473,170$560,466▲ $87,296
Investments in Publicly Traded Securities$342,380$392,544▲ $50,164
Cash and Non-Interest-Bearing Accounts$129,650$161,371▲ $31,721
Accounts Receivable$1,100$5,215▲ $4,115
Savings and Temporary Cash Investments$2,073$2,074▲ $1
Land, Buildings, and Equipment, Net$547$288▼ $259
Total Assets$475,750$561,492▲ $85,742
Liabilities
Accounts Payable and Accrued Expenses$2,580$1,026▼ $1,554
Total Liabilities$2,580$1,026▼ $1,554
Net Assets / Fund Balance
Total Net Assets Fund Balance$473,170$560,466▲ $87,296
Total Liabilities and Net Assets / Fund Balance$475,750$561,492▲ $85,742

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$288$8,985$9,273
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Margot HoffmanPresident &FT$115,000$115,000

Board Members and Trustees

NameTitle
Paul WorstellChair
George McafeeVice Chair
Darryl DuncanBoard Member
Gina SmithBoard Member
Glenn CrottyBoard Member
Jeff WendorfBoard Member
John LeechBoard Member
Julie DavisBoard Member
Kevin WebbBoard Member
Kyle BennettBoard Member
Laura ViachesBoard Member
Lydia MihalikBoard Member
Lynn SchemelBoard Member
Mike BelterBoard Member
Sara Fauss KuczekBoard Member
Tammy DyeBoard Member
Kurt SchochSecretary
David NussearTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,697
Program Service Revenue
$173,187
Investment Income
$12,813
Other Revenue
$529
All Other Contributions
$49,697
Change in Net Assets
$45,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$141,398
Other Expenses$93,259
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$57,500$57,500-$115,000
Conferences and Meetings$38,133--$38,133
Other Salaries and Wages$8,107$8,108-$16,215
Travel$11,586--$11,586
Payroll Taxes$5,091$5,092-$10,183
All Other Expenses$1,233$4,273-$5,506
Office Expenses$2,492$2,300-$4,792
Fees for Service Investment Mgmnt Fees-$4,378-$4,378
Fees for Services Accounting-$4,233-$4,233
Fees for Services Other$3,776--$3,776
Other Expenses$1,793$1,793-$3,586
Insurance-$1,447-$1,447
Depreciation Depletion$259--$259
Interest$3--$3
Total Functional Expenses$138,180$96,477$0$234,657
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
2020-07-21

Organization Details

Principal Officer
Margot Hoffman
Formed
1998
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
18
Employees
3

Preparer

Firm
Buckingham Business Advisors 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

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/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
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, AND WEST VIRGINIA.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12127
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IRS990/PrincipalOfficerNm0MARGOT HOFFMAN
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0560466
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt08985
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TerminateOperationsInd0false

Document Assets

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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