Civic Intelligence

Partnership Gwinnett Pfe Inc

EIN 46-1203840 • 501(c)6 • Duluth, GA

Profile

Partnership gwinnett pfe, inc is gwinnett's economic and community development initiative funded by public entities. Led by the gwinnett chamber of commerce and a host of public partners, the initiative targets the retention and expansion of new and existing businesses.

6500 Sugarloaf ParkwayDuluth, GA 30097

www.partnershipgwinnett.com

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.13x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.08x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

23rd percentile

-5.9%

Higher net margin than 23% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

15th percentile

-15%

Faster asset growth than 15% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-2.2%

Faster revenue growth than 31% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$596,429

Down $103,295 (-15%) from 2023

Liabilities

Down

$74,963

Down $47,241 (-39%) from 2023

Net Assets

Down

$521,466

Down $56,054 (-9.7%) from 2023

Revenue

Down

$948,470

Down $21,660 (-2.2%) from 2023

Expenses

Down

$1,004,524

Down $21,123 (-2.1%) from 2023

Net Income

Down

-$56,054

Down $537 (-1.0%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $146,000Liabilities 2012: $125,000Net Assets 2012: $21,0002012Assets 2013: $232,355Liabilities 2013: $62,500Net Assets 2013: $169,8552013Assets 2014: $332,541Liabilities 2014: $68,015Net Assets 2014: $264,5262014Assets 2015: $487,510Liabilities 2015: $74,314Net Assets 2015: $413,1962015Assets 2016: $569,383Liabilities 2016: $81,843Net Assets 2016: $487,5402016Assets 2017: $727,211Liabilities 2017: $112,859Net Assets 2017: $614,3522017Assets 2018: $730,649Liabilities 2018: $76,492Net Assets 2018: $654,1572018Assets 2019: $765,250Liabilities 2019: $89,004Net Assets 2019: $676,2462019Assets 2020: $767,714Liabilities 2020: $63,441Net Assets 2020: $704,2732020Assets 2021: $762,470Liabilities 2021: $69,446Net Assets 2021: $693,0242021Assets 2022: $780,434Liabilities 2022: $147,397Net Assets 2022: $633,0372022Assets 2023: $699,724Liabilities 2023: $122,204Net Assets 2023: $577,5202023Assets 2024: $596,429Liabilities 2024: $74,963Net Assets 2024: $521,4662024

Highlighted filing

2024

Assets$596,429
Liabilities$74,963
Net Assets$521,466

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $521,000Expenses 2012: $500,000Net Income 2012: $21,0002012Revenue 2013: $970,640Expenses 2013: $821,785Net Income 2013: $148,8552013Revenue 2014: $900,056Expenses 2014: $805,385Net Income 2014: $94,6712014Revenue 2015: $965,256Expenses 2015: $816,586Net Income 2015: $148,6702015Revenue 2016: $1,005,356Expenses 2016: $931,012Net Income 2016: $74,3442016Revenue 2017: $1,035,852Expenses 2017: $909,040Net Income 2017: $126,8122017Revenue 2018: $993,256Expenses 2018: $953,451Net Income 2018: $39,8052018Revenue 2019: $999,500Expenses 2019: $977,411Net Income 2019: $22,0892019Revenue 2020: $943,465Expenses 2020: $977,941Net Income 2020: -$34,4762020Revenue 2021: $990,920Expenses 2021: $1,002,169Net Income 2021: -$11,2492021Revenue 2022: $980,600Expenses 2022: $1,040,618Net Income 2022: -$60,0182022Revenue 2023: $970,130Expenses 2023: $1,025,647Net Income 2023: -$55,5172023Revenue 2024: $948,470Expenses 2024: $1,004,524Net Income 2024: -$56,0542024

Highlighted filing

2024

Revenue$948,470
Expenses$1,004,524
Net Income-$56,054

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$948,470
Mission and Program Overview

Mission

Partnership gwinnett pfe, inc. Is gwinnett's economic and community development initiative funded by public entities. Led by the gwinnett chamber of commerce and ahost of public partners, the initiative targets the retention and expansion of new and existing businesses.

Partnership gwinnett pfe, inc is gwinnett's economic and community development initiative funded by public entities. Led by the gwinnett chamber of commerce and a host of public partners, the initiative targets the retention and expansion of new and existing businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$598,564$490,471▼ $108,093
Accounts Receivable$100,000$101,500▲ $1,500
Prepaid Expenses and Deferred Charges$1,160$4,458▲ $3,298
Total Assets$699,724$596,429▼ $103,295
Liabilities
Accounts Payable and Accrued Expenses$104,734$74,963▼ $29,771
Other Liabilities$17,470$0▼ $17,470
Total Liabilities$122,204$74,963▼ $47,241
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$345,196$322,774▼ $22,422
Net Assets With Donor Restrictions$232,324$198,692▼ $33,632
Total Net Assets Fund Balance$577,520$521,466▼ $56,054
Total Liabilities and Net Assets / Fund Balance$699,724$596,429▼ $103,295
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jimmy BurnetteChairperson
Joe AllenPresident
Glenn StephensDirector
Masana MailiardDirector
Matthew DickisonDirector
Nicole Love HendricksonDirector
Nick MasinoNon-voting Member
Lisa AndersSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$948,470
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-56,054

Audited Revenue Reconciliation

Revenue per Audited Statements
$948,470
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$948,470
Total Revenue per Form 990
$948,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,004,524
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$680,003
Advertising---$219,594
Travel---$49,120
Office Expenses---$41,466
Fees for Services Accounting---$12,000
Fees for Services Legal---$1,325
Insurance---$1,016
Total Functional Expenses$0$0$0$1,004,524

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,004,524
Total Expenses per Audited Statements$1,004,524
Total Expenses per Form 990$1,004,524
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The governing body provides guidance decisions for the organization.

Form 990, Part VI, Section A, Line 6

Voting and non-voting board members were appointed and officers were elected in 2021.

Form 990, Part VI, Section A, Line 7A

Voting members may elect or appoint officers or additional members.

Form 990, Part VI, Section A, Line 8B

The meeting minutes were written based on the meetings held by the board, and the minutes were approved by all of the board members.

Form 990, Part VI, Section B, Line 11B

Organization's process to review form 990 the form 990 and attached schedules are circulated to all members prior to filing.

Form 990, Part VI, Section B, Line 12C

The governing body has a written conflict of interest questionnaire, annual disclosures of any conflicts of interests, monitoring and enforcing the conflict of interest policy, and written document retention and destruction policy.

Form 990, Part VI, Section B, Line 15A

The organization has the process for determining compensation for its officers. No compensation was paid to officers in 2024.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Partnership Gwinnett Pfe Inc
EIN
46-1203840
Phone
7702323000
Address
6500 SUGARLOAF PARKWAY, DULUTH, GA 30097

Signing Officer

Name
Lisa Anders
Title
Secretary/treasurer
Phone
7702323000
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Anders
Formed
2012
Legal Domicile
Ga
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Hlb Gross Collins Pc
Address
3330 CUMBERLAND BLVD STE 1000, ATLANTA, GA 30339
Preparer
Wayne Gilmore
Phone
7704331711
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees 680,003.

Financial Statement Notes

PART X, LINE 2:

The organization accounts for uncertain income taxes in accordance with fasb asc 740, income taxes. Fasb asc 740 provides guidance for how uncertain tax positions should be recognized, measured, presented and disclosed in the financial statements. Fasb asc 740 requires the evaluation of tax positions taken or expected to be taken in the course of preparing the organization's tax returns to determine whether the tax positions would "more-likely-than-not" be sustained if challenged by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold should be recorded as a tax benefit or expense in the year determined. Management has evaluated tax positions taken and is unaware of any unrecognized tax positions in existence as of december 31, 2024 and 2023.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY PROVIDES GUIDANCE DECISIONS FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOTING AND NON-VOTING BOARD MEMBERS WERE APPOINTED AND OFFICERS WERE ELECTED IN 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VOTING MEMBERS MAY ELECT OR APPOINT OFFICERS OR ADDITIONAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEETING MINUTES WERE WRITTEN BASED ON THE MEETINGS HELD BY THE BOARD, AND THE MINUTES WERE APPROVED BY ALL OF THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE FORM 990 AND ATTACHED SCHEDULES ARE CIRCULATED TO ALL MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING BODY HAS A WRITTEN CONFLICT OF INTEREST QUESTIONNAIRE, ANNUAL DISCLOSURES OF ANY CONFLICTS OF INTERESTS, MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY, AND WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS THE PROCESS FOR DETERMINING COMPENSATION FOR ITS OFFICERS. NO COMPENSATION WAS PAID TO OFFICERS IN 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROFESSIONAL FEES 680,003.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0699724
IRS990/TotalAssetsEOYAmt0596429
IRS990/TotalAssetsGrp/BOYAmt0699724
IRS990/TotalAssetsGrp/EOYAmt0596429
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0948470
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01004524
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0122204
IRS990/TotalLiabilitiesEOYAmt074963
IRS990/TotalLiabilitiesGrp/BOYAmt0122204
IRS990/TotalLiabilitiesGrp/EOYAmt074963
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0577520
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0521466
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01004524
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0948470
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0699724
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0596429
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt049120
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06500 SUGARLOAF PARKWAY
IRS990/USAddress/CityNm0DULUTH
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030097
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PARTNERSHIPGWINNETT.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA ANDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07702323000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARTNERSHIP GWINNETT PFE INC
ReturnHeader/Filer/BusinessNameControlTxt0PART
ReturnHeader/Filer/EIN0461203840
ReturnHeader/Filer/PhoneNum07702323000
ReturnHeader/Filer/USAddress/AddressLine1Txt06500 SUGARLOAF PARKWAY
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030097
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581367012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HLB GROSS COLLINS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03330 CUMBERLAND BLVD STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030339
ReturnHeader/PreparerPersonGrp/PhoneNum07704331711
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE GILMORE
ReturnHeader/ReturnTs02025-11-17T15:39:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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