Civic Intelligence

Newcities Institute Inc

EIN 61-1377132 • 501(c)3 • Lexington, KY

Profile

The partnership for successful schools works with communities to build effective partnerships to improve schools, accelerate student achievement and address the need for a more highly workforce.

356 S Upper StreetLexington, KY 40508

www.partnershipforsuccessfulschools.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-237%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

90th percentile

$30,350

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 303.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

67%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $28,848 (-100%) from 2019

Liabilities

Down

$0

Down $4,276 (-100%) from 2019

Net Assets

Down

$0

Down $24,572 (-100%) from 2019

Revenue

Up

$10,000

Up $4,000 (+67%) from 2019

Expenses

Down

$33,721

Down $25,151 (-43%) from 2019

Net Income

Up

-$23,721

Up $29,151 (+55%) from 2019

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $225,052Liabilities 2010: $75,718Net Assets 2010: $149,3342010Assets 2011: $133,699Liabilities 2011: $47,122Net Assets 2011: $86,5772011Assets 2012: $285,940Liabilities 2012: $68,747Net Assets 2012: $217,1932012Assets 2013: $312,158Liabilities 2013: $41,039Net Assets 2013: $271,1192013Assets 2014: $190,270Liabilities 2014: $37,055Net Assets 2014: $153,2152014Assets 2015: $186,882Liabilities 2015: $32,612Net Assets 2015: $154,2702015Assets 2016: $235,880Liabilities 2016: $32,012Net Assets 2016: $203,8682016Assets 2017: $152,037Liabilities 2017: $32,012Net Assets 2017: $120,0252017Assets 2018: $82,293Liabilities 2018: $4,849Net Assets 2018: $77,4442018Assets 2019: $28,848Liabilities 2019: $4,276Net Assets 2019: $24,5722019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $245,4992010Revenue 2011: $165,002Expenses 2011: $227,759Net Income 2011: -$62,7572011Revenue 2012: $362,936Expenses 2012: $232,320Net Income 2012: $130,6162012Revenue 2013: $168,352Expenses 2013: $114,426Net Income 2013: $53,9262013Revenue 2014: $56,458Expenses 2014: $174,362Net Income 2014: -$117,9042014Revenue 2015: $90,000Expenses 2015: $88,945Net Income 2015: $1,0552015Revenue 2016: $135,000Expenses 2016: $85,402Net Income 2016: $49,5982016Revenue 2017: $0Expenses 2017: $83,843Net Income 2017: -$83,8432017Revenue 2018: $26,612Expenses 2018: $69,193Net Income 2018: -$42,5812018Revenue 2019: $6,000Expenses 2019: $58,872Net Income 2019: -$52,8722019Revenue 2020: $10,000Expenses 2020: $33,721Net Income 2020: -$23,7212020

Highlighted filing

2020

Revenue$10,000
Expenses$33,721
Net Income-$23,721

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$10,000
Mission and Program Overview

Mission

The partnership for successful schools (pfss), created to encourage business support for education reform efforts, works across kentucky to identify gaps, convene partners, link resources, identify solutions and, alongside communities implement those solutions in classrooms, schools and school districts. Focused primarily on college, career, life readiness and literacy issues today, pfss strives to work with and bring together relevant voices in support of student achievement and a highly skilled workforce.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$28,848$0▼ $28,848
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$28,848$0▼ $28,848
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,276--
Total Liabilities$4,276$0▼ $4,276
Net Assets / Fund Balance
Net Assets With Donor Restrictions$21,789$0▼ $21,789
Net Assets Without Donor Restrictions$2,783$0▼ $2,783
Total Net Assets Fund Balance$24,572$0▼ $24,572
Total Liabilities and Net Assets / Fund Balance$28,848$0▼ $28,848
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Polly MarquetteVice ChairFT$30,350$30,350

Board Members and Trustees

NameTitle
Dale BrownChair
Carolyn Witt JonesPresident
Spencer NoeSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$-23,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$30,350
Other Expenses$3,371
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$30,350--$30,350
Fees for Services Accounting-$2,400-$2,400
Office Expenses$100--$100
Other Expenses$380$18-$18
Total Functional Expenses$31,303$2,418$0$33,721
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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, Part VI, Section B, Line 11B

Upon completion of the form 990 and prior to the filing of the same, the partnership for successful schools' budget committee shall receive a copy for review. Once reviewed, the chairman of the budget committee shall report on and provide a copy of the form 990 to the board of directors.

Form 990, Part VI, Section B, Line 12

Board members are required to submit any conflicts of interest annually

Form 990, Part VI, Section C, Line 19

The partnership for successful schools provides a copy of the financial statements, governing documents, and conflicts of interest policy upon request

Filing and Contact Details

Filer

Filer Name
Newcities Institute Inc
EIN
61-1377132
Phone
8593330944
Address
356 S UPPER STREET, LEXINGTON, KY 40508

Signing Officer

Name
Carolyn Witt Jones
Title
President
Phone
8593330944
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Witt Jones
Formed
2001
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Young & Wadlington Pllc
Address
444 LEWIS HARGETT CIRCLE SUITE 240, LEXINGTON, KY 40503
Preparer
Gwendolyn B Young CPA Cva
Phone
8594751010
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Final year funds transfer -851.

Raw XML Appendix344 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/ActivityOrMissionDesc0THE PARTNERSHIP FOR SUCCESSFUL SCHOOLS (PFSS), CREATED TO ENCOURAGE BUSINESS SUPPORT FOR EDUCATION REFORM EFFORTS, WORKS ACROSS KENTUCKY TO IDENTIFY GAPS, CONVENE PARTNERS, LINK RESOURCES, IDENTIFY SOLUTIONS AND, ALONGSIDE COMMUNITIES IMPLEMENT THOSE SOLUTIONS IN CLASSROOMS, SCHOOLS AND SCHOOL DISTRICTS. FOCUSED PRIMARILY ON COLLEGE, CAREER, LIFE READINESS AND LITERACY ISSUES TODAY, PFSS STRIVES TO WORK WITH AND BRING TOGETHER RELEVANT VOICES IN SUPPORT OF STUDENT ACHIEVEMENT AND A HIGHLY SKILLED WORKFORCE.
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IRS990/Desc0ONE TO ONE: PRACTICING READING WITH STUDENTS, CREATED WITH THE INPUT OF TEACHERS AND LITERACY EXPERTS, RECRUITS AND TRAINS VOLUNTEERS TO BECOME TRUE LITERACY COACHES, THEREBY HELPING STRUGGLING READERS BUILD KEY SKILLS AND CONFIDENCE ACROSS SUBJECTS. THROUGH WEEKLY ONE ON ONE SESSIONS COACHES FOCUS ON SKILLS WHERE STUDENTS NEED HELP MOST AND ALONG THE WAY DEVELOP VALUABLE MENTORING RELATIONSHIPS. RESULTS INDICATE 85 TO 90% OF STUDENTS MAKE SIGNIFICANT GAINS IN READING.
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IRS990/Form990PartVIISectionAGrp/PersonNm1SPENCER NOE
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/GrossReceiptsAmt010000
IRS990/GroupReturnForAffiliatesInd00
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IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt03
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IRS990/MissionDesc0THE PARTNERSHIP FOR SUCCESSFUL SCHOOLS (PFSS), CREATED TO ENCOURAGE BUSINESS SUPPORT FOR EDUCATION REFORM EFFORTS, WORKS ACROSS KENTUCKY TO IDENTIFY GAPS, CONVENE PARTNERS, LINK RESOURCES, IDENTIFY SOLUTIONS AND, ALONGSIDE COMMUNITIES IMPLEMENT THOSE SOLUTIONS IN CLASSROOMS, SCHOOLS AND SCHOOL DISTRICTS. FOCUSED PRIMARILY ON COLLEGE, CAREER, LIFE READINESS AND LITERACY ISSUES TODAY, PFSS STRIVES TO WORK WITH AND BRING TOGETHER RELEVANT VOICES IN SUPPORT OF STUDENT ACHIEVEMENT AND A HIGHLY SKILLED WORKFORCE.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ROADMAP TO SUCCESS (RMTS) PROJECT, ALIGNED WITH THE PFSS MISSION TO SUPPORT STATE GOALS FOR LIFE, COLLEGE AND CAREER READINESS, SEEKS TO HELP PAINT A CLEAR PICTURE FOR FAMILIES AND STUDENTS AROUND BEHAVIORS TO MODEL, PATTERNS TO PRACTICES, TRAITS TO BUILD AND RESOURCES TO TAP. DIVIDED INTO WORK, LIFE AND ACADEMIC CATEGORIES, RMTS OFFERS "MARKERS FOR SUCCESS" FROM EARLY CHILDHOOD THROUGH HIGH SCHOOL WHILE ENCOURAGING STUDENTS TO CONSIDER SUCCESS AS ONE DESTINATION WITH MULTIPLE ROUTES FOR ARRIVAL. THE CONNECTIONS CONCEPT OFFERS SUPPORT TO ALL WHO ADVISE STUDENTS THROUGH A PLATFORM THAT INCLUDES CREATION OF A KY COLLEGE/CAREER/LIFE READINESS YOUTUBE CHANNEL, CONNECTS STUDENTS TO EMPLOYERS IN THEIR BACK YARDS THROUGH CREATION OF VIDEO SHORTS, BUILDING PROGRESS BASED APPS FOR TRACKING AND DEVELOPS A KY CLEARINGHOUSE FOR EDUCATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON COMPLETION OF THE FORM 990 AND PRIOR TO THE FILING OF THE SAME, THE PARTNERSHIP FOR SUCCESSFUL SCHOOLS' BUDGET COMMITTEE SHALL RECEIVE A COPY FOR REVIEW. ONCE REVIEWED, THE CHAIRMAN OF THE BUDGET COMMITTEE SHALL REPORT ON AND PROVIDE A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO SUBMIT ANY CONFLICTS OF INTEREST ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PARTNERSHIP FOR SUCCESSFUL SCHOOLS PROVIDES A COPY OF THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICTS OF INTEREST POLICY UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINAL YEAR FUNDS TRANSFER -851.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
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IRS990/SignificantChangeInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031303
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt030350
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0356 S UPPER STREET
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040508
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.PARTNERSHIPFORSUCCESSFULSCHOOLS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN WITT JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08593330944
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWCITIES INSTITUTE INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA PARTNERSHIP FOR SUCCESSFUL SCHOOLS
ReturnHeader/Filer/BusinessNameControlTxt0NEWC
ReturnHeader/Filer/EIN0611377132
ReturnHeader/Filer/PhoneNum08593330944
ReturnHeader/Filer/USAddress/AddressLine1Txt0356 S UPPER STREET
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.87.164.21
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:01:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464187261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNG & WADLINGTON PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 LEWIS HARGETT CIRCLE SUITE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040503
ReturnHeader/PreparerPersonGrp/PhoneNum08594751010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GWENDOLYN B YOUNG CPA CVA
ReturnHeader/ReturnTs02020-11-13T12:48:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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