2024-04-30T11:49:58-04:00 2023-12-31 472565485 BUCKINGHAM BUSINESS ADVISORS LLC 180-A COMMERCE PARK DR WESTERVILLE OH 430826067 990 2023-01-01 341882492 THE PARTNERSHIP FOR EXCELLENCE PART 6144257157 829 BETHEL ROAD 212 COLUMBUS OH 43214 MARGOT HOFFMAN PRESIDENT & CEO 6144257157 2024-04-26 MARGOT HOFFMAN 999009999 true ERIN ALDERSON EA P01231640 6148906620 2024-04-26 2023 2023-04-26 12:10:37Z MARGOT HOFFMAN 229942 false X WWW.THEPARTNERSHIPFOREXCELLENCE.ORG X 1998 OH TO CULTIVATE PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT AMONG BUSINESS, EDUCATION, GOVERNMENT, HEALTHCARE, AND NON-PROFIT ORGANIZATIONS BASED IN OHIO, INDIANA, ILLINOIS AND WEST VIRGINIA. 20 19 3 0 103903 111078 152390 97153 22817 21418 367 293 279477 229942 0 0 183194 171737 0 0 68405 67450 251599 239187 27878 -9245 654157 678617 821 752 653336 677865 X TO CULTIVATE PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT AMONG BUSINESS, EDUCATION, GOVERNMENT, HEALTHCARE, AND NON-PROFIT ORGANIZATIONS BASED IN OHIO, INDIANA, ILLINOIS AND WEST VIRGINIA. false false 130515 97153 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 ORGANIZATIONS. PROVIDING ORGANIZATIONAL ASSESSMENT, EVALUATION, AND QUALITY TOOLS. EDUCATING AND SHARING BEST-IN-CLASS PRACTICES WITH LEADERS FROM ALL SECTORS OF THE ECONOMY. RECOGNIZING ROLE-MODEL ORGANIZATIONS WITH TPE'S AWARDS FOR EXCELLENCE CULMINATING WITH THE PLATINUM-LEVEL, GOVERNOR'S AWARD FOR EXCELLENCE. ONCE ORGANIZATIONS ACHIEVE THE PLATINUM-LEVEL OF RECOGNITION THEY ARE ELIGIBLE TO SUBMIT AN APPLICATION FOR THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD PRESENTED BY THE PRESIDENT OF THE UNITED STATES. 130515 true false false false false false false false false false true false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 2 0 3 true false false false false false false false false X 20 19 false false false false false false false true true false false true true true true false true true false false X MARGOT HOFFMAN 6144257157 829 BETHEL RD 212 COLUMBUS OH 43214 MARGOT HOFFMAN PRESIDENT & 60.00 X 152192 0 0 STEVE ALTMILLER BOARD MEMBER 1.00 X 0 0 0 ROBERT BARNETT BOARD MEMBER 1.00 X 0 0 0 MIKE BELTER BOARD MEMBER 1.00 X 0 0 0 KYLE BENNETT TREASURER 1.00 X 0 0 0 MATTHEW BROWNING BOARD MEMBER 1.00 X 0 0 0 TAMMY DYE BOARD MEMBER 1.00 X 0 0 0 MICHAEL EVERETT BOARD MEMBER 1.00 X 0 0 0 PAMELA JENSEN VICE CHAIR/S 1.00 X 0 0 0 GREG BRAYLOCK JR BOARD MEMBER 1.00 X 0 0 0 WILLIAM KOSE BOARD MEMBER 1.00 X 0 0 0 RICH KRAMER BOARD MEMBER 1.00 X 0 0 0 SARA FAUSS KUCZEK BOARD MEMBER 1.00 X 0 0 0 JOHN LEECH BOARD MEMBER 1.00 X 0 0 0 KURT SCHOCH CHAIR 1.00 X 0 0 0 SHANE SOMMERS BOARD MEMBER 1.00 X 0 0 0 LAURA VIACHES BOARD MEMBER 1.00 X 0 0 0 ANDREW WEBER BOARD MEMBER 1.00 X 0 0 0 JEFF WENDORF BOARD MEMBER 1.00 X 0 0 0 PAUL WORSTELL BOARD MEMBER 1.00 X 0 0 0 152192 1 false true false 57100 10000 43978 111078 TRAINING/WORKSHOPS 56125 56125 APPLICATION FEES 30248 30248 CONFERENCE REGISTRATIONS 10780 10780 97153 14436 14436 6982 6982 6982 6982 DISCOUNTS & REWARDS 293 293 293 229942 97153 21711 152192 76096 76096 7211 3605 3606 12334 6167 6167 4586 4586 5910 5910 6528 6528 3022 1738 1284 9631 9631 23179 23179 649 649 1372 1372 WEBSITE EXPENSE 6493 6493 MERCHANT FEES 2063 1031 1032 TELEPHONE 1804 902 902 STATE TAX FILINGS 569 569 1644 420 1224 239187 130515 108672 0 172122 137040 2075 2075 550 12000 1234 10004 9887 117 478176 527385 654157 678617 821 752 821 752 X 653336 677865 653336 677865 654157 678617 X -9245 33739 35 X false false X 93697 112880 114312 103903 111078 535870 186529 128332 152598 152390 97153 717002 280226 241212 266910 256293 208231 1252872 1252872 12813 12933 10462 12336 14436 62980 12813 12933 10462 12336 14436 62980 293039 254145 277372 268629 222667 1315852 0.95210 0.95570 0.05000 0.04000 X 10004 9887 117 117 X false false false false false false false false false MARGOT HOFFMAN PRESIDENT & CEO 127192 25000 152192 FORM 990, PAGE 2, PART III, LINE 4A 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 ORGANIZATIONS. PROVIDING ORGANIZATIONAL ASSESSMENT, EVALUATION, AND QUALITY TOOLS. EDUCATING AND SHARING BEST-IN-CLASS PRACTICES WITH LEADERS FROM ALL SECTORS OF THE ECONOMY. RECOGNIZING ROLE-MODEL ORGANIZATIONS WITH TPE'S AWARDS FOR EXCELLENCE CULMINATING WITH THE PLATINUM-LEVEL, GOVERNOR'S AWARD FOR EXCELLENCE. ONCE ORGANIZATIONS ACHIEVE THE PLATINUM-LEVEL OF RECOGNITION THEY ARE ELIGIBLE TO SUBMIT AN APPLICATION FOR THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD PRESENTED BY THE PRESIDENT OF THE UNITED STATES. FORM 990, PAGE 6, PART VI, LINE 11B THE PRESIDENT REVIEWS FORM 990 FOR ACCURACY AND FORWARDS TO THE PARTNERSHIP FOR EXCELLENCE FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE BOARD OF TRUSTEES. ONCE APPROVED BY THE FULL BOARD THE 990 IS CONSIDERED APPROVED. FORM 990, PAGE 6, PART VI, LINE 12C A CONFLICT OF INTEREST FORM IS SIGNED BY ALL EXAMINERS AND BOARD MEMBERS ANNUALLY AND KEPT ON FILE. IF ANY CONFLICTS ARE SELF-REPORTED THEY ARE REVIEWED BY THE PRESIDENT/CEO AND A RECOMMENDATION FOR RESOLUTION IS MADE TO THE PARTNERSHIP FOR EXCELLENCE GOVERNANCE COMMITTEE. ONCE THE COMMITTEE REVIEWS THE EVIDENCE A RECOMMENDATION IS PRESENTED TO THE FULL BOARD OF TRUSTEES AT THE FOLLOWING BOT MEETING FOR FINAL DETERMINATION. IN ADDITION, SPOT CHECKS ARE MADE THROUGHOUT THE YEAR (NOT LESS THAN QUARTERLY) BY THE PRESIDENT/CEO TO IDENTIFY POSSIBLE CONFLICTS OF INTEREST THAT HAVE NOT BEEN SELF REPORTED. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED BY A SPECIAL COMMITTEE SELECTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES OF THE PARTNERSHIP FOR EXCELLENCE WHO IS APPOINTED TO DO SO BY THE GOVERNANCE COMMITTEE. COMPARATIVE ANALYSIS FOR SIMILAR POSITIONS NATIONALLY, BY SECTOR (NON- PROFIT), AND GEOGRAPHICALLY ARE MADE TO ENSURE THAT COMPENSATION IS FAIR, REASONABLE, AND IN KEEPING WITH CURRENT TRENDS AND INDUSTRY STANDARDS. METRICS ARE DEVELOPED THAT SUPPORT THE ORGANIZATION'S STRATEGIC PLAN AND OPERATIONAL REQUIREMENTS. AN ANNUAL REVIEW IS CONDUCTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE GOVERNANCE COMMITTEE TO ENSURE THAT AGREED UPON METRICS HAVE BEEN MET. FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC, EXCEPT DETAILED FINANCIAL STATEMENTS FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE 35