Alliance for Performance Excellence INC

Tax-deductible

Phoenix, AZ501(c)(3)Community DevelopmentEIN 01-0831678

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The purpose of the Alliance for Performance Excellence is to educate its members in Performance Excellence and support their provision of Performance Excellence services and education to their clients.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 25 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
18 mo
of spending, in cash
Looks good: 17.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$10K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$393K
+284% vs prior year
Spent
$256K
To programs
100%
Net assets
$391K
By yearFY2021–FY2025
Revenue
$393K
FY2025▲ +284%
Revenue by fiscal year
FY2021$129K
FY2022$122K
FY2023$132K
FY2024$102K
FY2025$393K
Net assets
$391K
FY2025▲ +56%
Net assets by fiscal year
FY2021$329K
FY2022$300K
FY2023$249K
FY2024$251K
FY2025$391K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $256K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice Chairma
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Alliance for Performance Excellence INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates members in performance excellence and supports their client services.

Provided by the organization

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2 programs · $256K · in their own filed words · FY2025
01

Provided services to member organizations to facilitate their provision of performance excellence services and professional development to their clients. 30 member organizations served many clients.

$142Kprogram expense
02

Provided meetings and conferences to connect members with each other, their clients, and the baldrige program to further organizational performance excellence, 400 persons participated in these sessions.

$114Kprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$393K
Ln 12
Gifts and grantsLn 1h$273K
Fees for servicesLn 2g$97K
Investment incomeLn 3$23K
Money outPt IX
$256K
Ln 25
Programscol B$256K
Owns and owesPt X
$391K
net assets · Ln 32
Cash and savingsLn 1–2$381K
Total assetsLn 16$401K
LiabilitiesLn 26$10K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$273K
Fees for servicesLn 2g$97K
Investment incomeLn 3$23K
Gains on assetsLn 7$18K
Total revenueLn 12$393K
Assets in detailPt X, end of year
CashLn 1$201K
SavingsLn 2$180K
Cash and savings togetherLn 1–2$381K
Total assetsLn 16$401K
LiabilitiesLn 26$10K
Net assetsLn 32$391K
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$247K$381K
Total assetsLn 16$252K$401K
LiabilitiesLn 26$1K$10K
Net assetsLn 32$251K$391K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$777$777
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$123K$123K
Office expensesLn 13$440$440
TravelLn 17$865$865
Conferences, conventions and meetingsLn 19$114K$114K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$11K$11K
All other expensesLn 24e$185$185
Total functional expensesLn 25$256K$256K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $393K$256K$137K$391K 990 PDF
FY2024 $102K$251K 990 PDF
FY2023 $132K$249K 990 PDF
FY2022 $122K$300K 990 PDF
FY2021 $129K$329K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $393,239 across 7 lines filed
VIII-1b Membership dues$20,375
VIII-1f All other contributions, gifts and grants$252,736
VIII-1h Total contributions, gifts and grants$273,111
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $96,829$96,829
VIII-3 Investment incomeExcluded from tax $4,864$4,864
VIII-7 Net gain or loss on sales of assetsExcluded from tax $18,435$18,435
VIII-12 Total revenueRelated to mission $96,829 · Excluded from tax $23,299$393,239
Part IX · Statement of functional expenses $256,234 across 9 lines filed
IX-11b Legal feesPrograms $777$777
IX-11c Accounting feesPrograms $4,017$4,017
IX-11g Other fees for servicesPrograms $122,772$122,772
IX-13 Office expensesPrograms $440$440
IX-17 TravelPrograms $865$865
IX-19 Conferences, conventions and meetingsPrograms $113,902$113,902
IX-23 InsurancePrograms $1,783$1,783
IX-24 Other expenses (24a–d)Programs $11,493$11,493
IX-24e All other expensesPrograms $185$185
IX-25 Total functional expensesPrograms $256,234 · Management $0 · Fundraising $0$256,234
Part X · Balance sheet $400,875 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $18,290$200,976
X-2 Savings and temporary cash investmentsStart of year $228,810$179,889
X-4 Accounts receivableStart of year $5,042$20,010
X-16 Total assetsStart of year $252,142$400,875
X-17 Accounts payable and accrued expensesStart of year $1,205$10,153
X-26 Total liabilitiesStart of year $1,205$10,153
X-27 Net assets without donor restrictionsStart of year $250,937$390,722
X-32 Total net assets or fund balancesStart of year $250,937$390,722
X-33 Total liabilities and net assetsStart of year $252,142$400,875
Part XI · Reconciliation of net assets $390,722 net assets at year end
XI-1 Total revenue$393,239
XI-2 Total expenses$256,234
XI-3 Revenue less expenses$137,005
XI-4 Net assets at start of year$250,937
XI-9 Other changes in net assets$2,780
XI-10 Net assets at end of year$390,722

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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