To cultivate performance Excellence and continuous improvement among business, education, government, healthcare, and non-profit organizations based in ohio, indiana, illinois and west virginia.

501(c)(3) charity; gifts are tax-deductible.
52¢ of each $1 spent went to programs.
$150K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $17K a year · 7% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
52%
of spending
Worth a look: 52% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$150K
to officers and key staff · 64% of spending
Concern: pay to officers and key staff is 64% of spending; over 30%.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $615K in investments, Pt X · Ln 11–13
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 20 voting members
Looks good: 19 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$215K
-9% vs prior year
Spent
$236K
To programs
52%
Net assets
$664K
By yearFY2020–FY2025
Revenue
$215K
FY2025▼ -9%
Tap a bar for its year
Revenue by fiscal year
FY2020$254K
FY2021$294K
FY2022$279K
FY2023$230K
FY2024$236K
FY2025$215K
Expenses
$236K
FY2025▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2020$206K
FY2021$216K
FY2022$252K
FY2023$239K
FY2024$256K
FY2025$236K
Net assets
$664K
FY2025>-0.01%
Tap a bar for its year
Net assets by fiscal year
FY2020$635K
FY2021$727K
FY2022$653K
FY2023$678K
FY2024$664K
FY2025$664K

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 Feb 2000.

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

Where the money goes

52 cents of each dollar spent went to programs.

Program services 52% · $123K Management & general 48% · $113K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $150K paid to officers and key staff.

Part VII, Section A · reportable compensation
President &
$150,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Margot Hoffman’s $150K as President & is at the 96th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Margot Hoffman$150,000$145,000$152,192$142,196$127,500$125,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Partnership for Excellence 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 15aYes

Programs and updates

Improves performance and continuous improvement for organizations in four Midwestern states.

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Provided by the organization

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1 program · $123K · in their own filed words · FY2025
01

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…

$123Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$1K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$215K
Ln 12
Fees for servicesLn 2g$94K
Gifts and grantsLn 1h$83K
Investment incomeLn 3$38K
Money outPt IX
$236K
Ln 25
Programscol B$123K
Managementcol C$113K
Owns and owesPt X
$664K
net assets · Ln 32
Cash and savingsLn 1–2$30K
Total assetsLn 16$665K
LiabilitiesLn 26$1K
PeoplePt VI, VII
20
listed · VII A
PaidVII A1
Voting boardVI 1a20
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$83K
Fees for servicesLn 2g$94K
Investment incomeLn 3$38K
Other incomeLn 4–11$434
Gains on assetsLn 7$18K
Total revenueLn 12$215K
Assets in detailPt X, end of year
CashLn 1$28K
SavingsLn 2$2K
Cash and savings togetherLn 1–2$30K
InvestmentsLn 11–13$615K
Land, buildings, equipmentLn 10c$42
Total assetsLn 16$665K
LiabilitiesLn 26$1K
Net assetsLn 32$664K
OperationsPt I, VI
EmployeesI 53
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$98K$30K
InvestmentsLn 11–13$563K$615K
Land, buildings, equipmentLn 10c$70$42
Total assetsLn 16$665K$665K
LiabilitiesLn 26$588$1K
Net assetsLn 32$664K$664K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$150K$75K$75K
Other salaries and wagesLn 7$12K$6K$6K
Payroll taxesLn 10$13K$6K$6K
Accounting feesLn 11c$3K$3K
Investment management feesLn 11f$7K$7K
Other fees for servicesLn 11g$2K$2K
Office expensesLn 13$4K$2K$2K
TravelLn 17$7K$7K
Conferences, conventions and meetingsLn 19$17K$17K
Depreciation, depletion and amortizationLn 22$28$28
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$19K$7K$12K
All other expensesLn 24e$572$572
Total functional expensesLn 25$236K$123K$113K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $215K$236K−$21K$664K 990 PDF
FY2024 $236K$256K−$20K$664K 990 PDF
FY2023 $230K$239K−$9K$678K 990 PDF
FY2022 $279K$252K$28K$653K 990 PDF
FY2021 $294K$216K$77K$727K 990 PDF
FY2020 $254K$206K$48K$635K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $214,743 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $76,850$82,805
I-9 Program service revenuePrior year $123,189$93,844
I-10 Investment incomePrior year $35,726$37,660
I-11 Other revenuePrior year $351$434
I-12 Total revenuePrior year $236,116$214,743
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $177,070$175,017
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $78,617$60,680
I-18 Total expensesPrior year $255,687$235,697
I-19 Revenue less expensesPrior year −$19,571−$20,954
Part VI · Governance 19 of 20 board members independent, 1 to look at
VI-1a Voting members of the governing body20
VI-1b Independent voting members19
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $214,743 across 8 lines filed
VIII-1b Membership dues$51,125
VIII-1f All other contributions, gifts and grants$31,680
VIII-1h Total contributions, gifts and grants$82,805
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $93,844$93,844
VIII-3 Investment incomeExcluded from tax $19,304$19,304
VIII-7 Net gain or loss on sales of assetsExcluded from tax $18,356$18,356
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $434$434
VIII-12 Total revenueRelated to mission $93,844 · Excluded from tax $38,094$214,743
Part IX · Statement of functional expenses $235,697 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $75,000 · Management $75,000$150,000
IX-7 Other salaries and wagesPrograms $6,234 · Management $6,235$12,469
IX-10 Payroll taxesPrograms $6,274 · Management $6,274$12,548
IX-11c Accounting feesManagement $3,416$3,416
IX-11f Investment management feesManagement $6,712$6,712
IX-11g Other fees for servicesPrograms $1,684$1,684
IX-13 Office expensesPrograms $2,170 · Management $1,754$3,924
IX-17 TravelPrograms $7,396$7,396
IX-19 Conferences, conventions and meetingsPrograms $16,547$16,547
IX-22 Depreciation, depletion and amortizationPrograms $28$28
IX-23 InsuranceManagement $1,257$1,257
IX-24 Other expenses (24a–d)Programs $7,177 · Management $11,967$19,144
IX-24e All other expensesPrograms $572$572
IX-25 Total functional expensesPrograms $123,082 · Management $112,615 · Fundraising $0$235,697
Part X · Balance sheet $665,183 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $95,450$27,997
X-2 Savings and temporary cash investmentsStart of year $2,076$2,076
X-4 Accounts receivableStart of year $4,500$12,128
X-9 Prepaid expenses and deferred charges$8,382
X-10c Land, buildings and equipment, netStart of year $70$42
X-11 Publicly traded securitiesStart of year $562,670$614,558
X-16 Total assetsStart of year $664,766$665,183
X-17 Accounts payable and accrued expensesStart of year $588$1,018
X-26 Total liabilitiesStart of year $588$1,018
X-32 Total net assets or fund balancesStart of year $664,178$664,165
X-33 Total liabilities and net assetsStart of year $664,766$665,183
Part XI · Reconciliation of net assets $664,165 net assets at year end
XI-1 Total revenue$214,743
XI-2 Total expenses$235,697
XI-3 Revenue less expenses−$20,954
XI-4 Net assets at start of year$664,178
XI-5 Net unrealized gains (losses) on investments$20,941
XI-10 Net assets at end of year$664,165

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

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