Civic Intelligence

Georgia Partnership for Excellence

EIN 58-1974586 • 501(c)3 • Atlanta, GA

Profile

Inform and influence georgia leaders through research and non-partisan advocacy to impact education policies and practices for the improvement of student achievement.

270 Peachtree St NW Ste 2200Atlanta, GA 30303

www.gpee.org

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.06x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$282,389

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

5.2%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$3,434,366

Up $169,979 (+5.2%) from 2023

Liabilities

Down

$89,842

Down $31,351 (-26%) from 2023

Net Assets

Up

$3,344,524

Up $201,330 (+6.4%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin64th percentile

Revenue

Up

$1,609,686

Up $188,105 (+13%) from 2023

Expenses

Up

$1,414,415

Up $134,645 (+11%) from 2023

Net Income

Up

$195,271

Up $53,460 (+38%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,871,034Liabilities 2010: $373,889Net Assets 2010: $4,497,1452010Assets 2011: $5,049,936Liabilities 2011: $389,532Net Assets 2011: $4,660,4042011Assets 2012: $3,476,168Liabilities 2012: $299,276Net Assets 2012: $3,176,8922012Assets 2013: $3,122,117Liabilities 2013: $215,322Net Assets 2013: $2,906,7952013Assets 2014: $2,837,698Liabilities 2014: $101,129Net Assets 2014: $2,736,5692014Assets 2015: $3,387,121Liabilities 2015: $74,707Net Assets 2015: $3,312,4142015Assets 2016: $3,754,924Liabilities 2016: $95,126Net Assets 2016: $3,659,7982016Assets 2017: $5,133,339Liabilities 2017: $2,062,321Net Assets 2017: $3,071,0182017Assets 2018: $2,938,214Liabilities 2018: $92,503Net Assets 2018: $2,845,7112018Assets 2019: $3,129,899Liabilities 2019: $84,981Net Assets 2019: $3,044,9182019Assets 2020: $3,012,638Liabilities 2020: $94,038Net Assets 2020: $2,918,6002020Assets 2021: $3,070,577Liabilities 2021: $80,685Net Assets 2021: $2,989,8922021Assets 2022: $3,173,674Liabilities 2022: $196,106Net Assets 2022: $2,977,5682022Assets 2023: $3,264,387Liabilities 2023: $121,193Net Assets 2023: $3,143,1942023Assets 2024: $3,434,366Liabilities 2024: $89,842Net Assets 2024: $3,344,5242024

Highlighted filing

2024

Assets$3,434,366
Liabilities$89,842
Net Assets$3,344,524
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,520,0852010Expenses 2011: $3,152,8002011Expenses 2012: $3,868,6052012Revenue 2013: $2,010,454Expenses 2013: $2,280,551Net Income 2013: -$270,0972013Revenue 2014: $1,573,046Expenses 2014: $1,743,272Net Income 2014: -$170,2262014Revenue 2015: $1,895,752Expenses 2015: $1,319,907Net Income 2015: $575,8452015Revenue 2016: $1,786,548Expenses 2016: $1,439,164Net Income 2016: $347,3842016Revenue 2017: $1,164,377Expenses 2017: $1,753,157Net Income 2017: -$588,7802017Revenue 2018: $1,388,639Expenses 2018: $1,611,504Net Income 2018: -$222,8652018Revenue 2019: $1,696,283Expenses 2019: $1,486,616Net Income 2019: $209,6672019Revenue 2020: $1,404,154Expenses 2020: $1,540,780Net Income 2020: -$136,6262020Revenue 2021: $1,372,106Expenses 2021: $1,281,702Net Income 2021: $90,4042021Revenue 2022: $1,292,876Expenses 2022: $1,277,282Net Income 2022: $15,5942022Revenue 2023: $1,421,581Expenses 2023: $1,279,770Net Income 2023: $141,8112023Revenue 2024: $1,609,686Expenses 2024: $1,414,415Net Income 2024: $195,2712024

Highlighted filing

2024

Revenue$1,609,686
Expenses$1,414,415
Net Income$195,271
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,434,366
Liabilities
$89,842
Net assets
$3,344,524
Revenue
$1,609,686
Expenses
$1,414,415
Net income
$195,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.09$3.34$1.61$1.41$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.12$3.14$1.42$1.28$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.20$2.98$1.29$1.28$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.08$2.99$1.37$1.28$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.09$2.92$1.40$1.54$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.08$3.04$1.70$1.49$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.09$2.85$1.39$1.61$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.13$2.06$3.07$1.16$1.75$0.59
2016Summary only. Only limited summary data is available for this year.$3.75$0.10$3.66$1.79$1.44$0.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.07$3.31$1.90$1.32$0.58
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.10$2.74$1.57$1.74$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.12$0.22$2.91$2.01$2.28$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.30$3.18$3.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$0.39$4.66$3.15
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.37$4.50$3.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$1,609,686
Mission and Program Overview

Mission

Inform and influence georgia leaders through research and non-partisan advocacy to impact education policies and practices for the improvement of student achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,005,634$2,121,692▲ $116,058
Cash and Non-Interest-Bearing Accounts$1,036,287$1,139,844▲ $103,557
Pledges and Grants Receivable$51,000$70,625▲ $19,625
Savings and Temporary Cash Investments$41,739$32,496▼ $9,243
Prepaid Expenses and Deferred Charges$39,533$32,087▼ $7,446
Accounts Receivable$31,389$19,664▼ $11,725
Intangible Assets$56,562$16,274▼ $40,288
Land, Buildings, and Equipment, Net$2,243$1,684▼ $559
Total Assets$3,264,387$3,434,366▲ $169,979
Liabilities
Accounts Payable and Accrued Expenses$86,971$55,175▼ $31,796
Deferred Revenue$34,222$34,667▲ $445
Total Liabilities$121,193$89,842▼ $31,351
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,908,723$3,142,698▲ $233,975
Net Assets With Donor Restrictions$234,471$201,826▼ $32,645
Total Net Assets Fund Balance$3,143,194$3,344,524▲ $201,330
Total Liabilities and Net Assets / Fund Balance$3,264,387$3,434,366▲ $169,979

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,684$24,633$26,317
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana RickmanPresident/ceFT$257,681$24,708$282,389
Dana RickmanPresident/CEO-$257,681$24,708$282,389
Breanne WestCOOFT$111,910$39,415$151,325
Robert GainesChief of StaFT$104,813$38,710$143,523

Board Members and Trustees

NameTitle
Lisa J SmithChair
Burt FealingPast Chair
Lee JarboeVice Chair
Amy JacobsDirector
Anthony LewisDirector
Beheruz N SethnaDirector
Benjamin WigginsDirector
Chris ClarkDirector
Chris ErwinDirector
Christy ToddDirector
Clint DixonDirector
Craig HarperDirector
Crystal BanksDirector
David ScheibleDirector
Greg DozierDirector
Holly WitcherDirector
John ZaunerDirector
Kathy ClemonsDirector
Katie KirkpatrickDirector
Kevin GreinerDirector
Lewis MasseyDirector
Mark Ab CarlsonDirector
Nick SlappyDirector
Rich JohnsonDirector
Richard WoodsDirector
Robert CostleyDirector
Robert L BrownDirector
Sharon GoodwineDirector
Sonny PerdueDirector
Valarie WilsonDirector
Laura KomarekSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$1,141,548
Program Service Revenue
$371,597
Investment Income
$96,541
Other Revenue
$0
All Other Contributions
$1,141,548
Change in Net Assets
$195,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,609,686
Revenue Not Reported on Form 990
$6,059
Total Revenue per Audited Statements
$1,615,745
Total Revenue per Form 990
$1,609,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$860,559
Other Expenses$545,956
Total Fundraising Expense$79,250
Professional Fundraising Fees$6,400
Grants and Similar Amounts Paid$1,500

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$472,820$41,561$62,856$577,237
Fees for Services Other$212,333--$212,333
Other Salaries and Wages$183,179$12,069$1,415$196,663
Conferences and Meetings$139,847--$139,847
Occupancy$50,281$18,366$3,113$71,760
Office Expenses$40,230$4,873$829$45,932
Payroll Taxes$39,132$3,204$3,500$45,836
Fees for Services Accounting-$36,997-$36,997
Other Employee Benefits$21,847$2,280$131$24,258
Pension Plan Contributions$15,265$1,216$84$16,565
Insurance-$13,635-$13,635
Depreciation Depletion-$8,064-$8,064
Fees for Services Professional Fundraising--$6,400$6,400
Information Technology$2,339--$2,339
Grants to Domestic Orgs$1,500--$1,500
Interest-$599-$599
Other Expenses$5,548$179$252$179
Total Functional Expenses$1,189,489$145,676$79,250$1,414,415

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,414,415
Total Expenses per Audited Statements$1,414,415
Total Expenses per Form 990$1,414,415
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$6,400
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
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
Yes
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 6

“The organization has members.”

Form 990, Page 6, Part VI, Line 7A

“Board officers and board members are elected by popular vote of the governing board.”

Form 990, Page 6, Part VI, Line 11B

“The partnership's executive board is provided a copy for review before filing.”

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

“In the event that a conflict of interest becomes a possibility, the director is required to disclose the potential conflict and abstain from voting on the issue.”

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

“A compensation committee, composed of members of the board of directors, is appointed each year. The committee gathers data from a variety of trade sources on comparable salaries in similar organizations for review. The compensation committee makes a recommendation for salary adjustments in writing to the executive committee for approval. Salary adjustments are included in the organization's budget and approved by the board.”

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

“SEE LINE 15A.”

Form 990, Page 6, Part VI, Line 19

“The partnership's governing documents, conflict-of-interest policy, and financial statements are available for viewing in office upon written request. Audited financial statements are posted on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Georgia Partnership for Excellence
EIN
58-1974586
Phone
4042232280
Address
270 PEACHTREE ST NW STE 2200, ATLANTA, GA 30303

Signing Officer

Name
Breanne West
Title
COO
Phone
4042232492
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Rickman
Formed
1992
Legal Domicile
Ga
Voting Board Members
32
Independent Board Members
31
Employees
6
Volunteers
240

Preparer

Firm
Howard Moore & Mcduffie Pc
Address
PO BOX 4547, MACON, GA 31208
Preparer
Jay a Siegelman
Phone
4787425317
Supplemental Narrative

Additional Explanations

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

“Activities to fulfill mission of the organization includes community presentations and community strategic planning, media symposium for education reporters, and policy forums.”

Form 990, Part IX, Line 11G

“CONSULTANTS 212,333 0 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is exempt from federal income tax under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the organizations tax-exempt purpose is subject to taxation as unrelated business income. There was no such income for the years ended december 31, 2024 and 2023. In addition, the organization qualifies for the charitable contribution deduction under section 170(b) (1)(a) and has been classified as an organization other than a private foundation under section 509(a)(2).”

Raw XML AppendixShowing 400 of 696 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/ActivityOrMissionDesc0INFORM AND INFLUENCE GEORGIA LEADERS THROUGH RESEARCH AND NON-PARTISAN ADVOCACY TO IMPACT EDUCATION POLICIES AND PRACTICES FOR THE IMPROVEMENT OF STUDENT ACHIEVEMENT.
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IRS990/MissionDesc0INFORM AND INFLUENCE GEORGIA LEADERS THROUGH RESEARCH AND NON-PARTISAN ADVOCACY TO IMPACT EDUCATION POLICIES AND PRACTICES FOR THE IMPROVEMENT OF STUDENT ACHIEVEMENT.
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