Nonprofit · EIN 01-0831678
ALLIANCE FOR PERFORMANCE EXCELLENCE INC
Tax-exempt · PHOENIX, AZ 85032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $393,239 | $256,234 | $137,005 | $400,875 | $10,153 | $390,722 |
| December 31, 2024 | 990-EZ | $102,331 | $110,259 | -$7,928 | $252,142 | $1,207 | $250,935 |
| December 31, 2023 | 990-EZ | $132,065 | $203,788 | -$71,723 | $249,601 | $276 | $249,325 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $273,111
- Membership dues
- $20,375
- Program service revenue
- $96,829
- Investment income
- $23,299
- Net gain from sales of assets
- $18,435
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $777
- Accounting fees
- $4,017
- Travel
- $865
- Program services (functional)
- $256,234
Balance sheet and other
- Total assets, start of year
- $252,142
- Total assets, end of year
- $400,875
- Total liabilities, end of year
- $10,153
- Net assets, end of year
- $390,722
- Net assets without donor restrictions
- $390,722
- Gross receipts
- $454,114
- Employees
- 0
- Volunteers
- 25
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAA EL-HALWAGY | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL GRATZ | TREASURER Trustee or director, Officer | 1 | $0 |
| GLENN HAMAMURA | BOARD MEMBER Trustee or director | 1 | $0 |
| MARGOT HOFFMAN | VICE CHAIRMA Trustee or director, Officer | 1 | $0 |
| LAURA KINNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| RAINA KNOX | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN LASSITER | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| LIZ MENZER | BOARD MEMBER Trustee or director | 1 | $0 |
| STEPHANIE NORLING | SECRETARY Trustee or director, Officer | 1 | $0 |
| URVI PATEL | BOARD MEMBER Trustee or director | 1 | $0 |
| THERON POST | BOARD MEMBER Trustee or director | 1 | $0 |
| HEATHER SCHOCH | BOARD MEMBER Trustee or director | 1 | $0 |
| RON SCHULINGKAMP | BOARD MEMBER Trustee or director | 1 | $0 |
| RON SENTERFITT | BOARD MEMBER Trustee or director | 1 | $0 |
| HENRY SILENTMAN | BOARD MEMBER Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRISH VILLINES | BOARD MEMBER Trustee or director | 1 | $0 |
| HEATH WRIGHT | BOARD MEMBER Trustee or director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL GRATZ | TREASURER | 10 | $0 |
| BRIAN LASSITER | CHAIRMAN | 9.25 | $0 |
| MARGOT HOFFMAN | VICE CHAIRMA | 9.25 | $0 |
| STEPHANIE NORLING | SECRETARY | 10 | $0 |
| RAINA KNOX | BOARD MEMBER | 1 | $0 |
| ALAA EL-HALWAGY | BOARD MEMBER | 1 | $0 |
| KALEO KURODA | BOARD MEMBER | 1 | $0 |
| GERI MARKLEY | BOARD MEMBER | 1 | $0 |
| LIZ MENZER | BOARD MEMBER | 1 | $0 |
| URVI PATEL | BOARD MEMBER | 1 | $0 |
| THERON POST | BOARD MEMBER | 1 | $0 |
| RON SCHULINGKAMP | BOARD MEMBER | 1 | $0 |
| HENRY SILENTMAN | BOARD MEMBER | 1 | $0 |
| TRISH VILLINES | BOARD MEMBER | 1 | $0 |
| HEATH WRIGHT | BOARD MEMBER | 1 | $0 |
| LAURA KINNEY | BOARD MEMBER | 1 | $0 |
| HEATHER SCHOCH | BOARD MEMBER | 1 | $0 |
| RON SENTERFITT | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL GRATZ | TREASURER | 10 | $0 |
| BRIAN LASSITER | CHAIRMAN | 9.25 | $0 |
| MARGOT HOFFMAN | VICE CHAIRMA | 9.25 | $0 |
| ANNE WARNER | SECRETARY | 10 | $0 |
| BOB BITNER | BOARD MEMBER | 1 | $0 |
| RAINA KNOX | BOARD MEMBER | 1 | $0 |
| ALAA EL-HALWAGY | BOARD MEMBER | 1 | $0 |
| KALEO KURODA | BOARD MEMBER | 1 | $0 |
| GERI MARKLEY | BOARD MEMBER | 1 | $0 |
| MAC MCGUIRE | BOARD MEMBER | 1 | $0 |
| LIZ MENZER | BOARD MEMBER | 1 | $0 |
| STEPHANIE NORLING | BOARD MEMBER | 1 | $0 |
| URVI PATEL | BOARD MEMBER | 1 | $0 |
| THERON POST | BOARD MEMBER | 1 | $0 |
| RON SCHULINGKAMP | BOARD MEMBER | 1 | $0 |
| HENRY SILENTMAN | BOARD MEMBER | 1 | $0 |
| TRISH VILLINES | BOARD MEMBER | 1 | $0 |
| HEATH WRIGHT | BOARD MEMBER | 1 | $0 |
| JAN GARFIELD | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4022 E GREENWAY RD STE 11 PMB 318, PHOENIX, AZ 85032-4733
- In care of
- % ARIZONA QUALITY ALLIANCE
- Principal officer (990 for 2025)
- MICHAEL GRATZ, PO BOX 4263, GREENWOOD VILLAGE, CO 80155
- Signed the 990
- MARGOT HOFFMAN, VICE CHAIRMAN
- Phone
- (608) 212-6613
- Return prepared by
- WAVERLY BUSINESS SERVICES
Mission
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.
Program accomplishments
- 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.Expenses $113,902 · revenue $96,829
- 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.Expenses $142,332
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 01-0831678
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S99)
- Assets (IRS master file)
- $400,875
- Income (IRS master file)
- $454,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $393,239 | $256,234 | $400,875 | XML |
| 990-EZ | December 2024 | $102,331 | $110,259 | $252,142 | XML |
| 990-EZ | December 2023 | $132,065 | $203,788 | $249,601 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0831678).
Questions about ALLIANCE FOR PERFORMANCE EXCELLENCE INC
- What is the EIN of ALLIANCE FOR PERFORMANCE EXCELLENCE INC?
- The employer identification number (EIN) of ALLIANCE FOR PERFORMANCE EXCELLENCE INC is 01-0831678.
- Is ALLIANCE FOR PERFORMANCE EXCELLENCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ALLIANCE FOR PERFORMANCE EXCELLENCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALLIANCE FOR PERFORMANCE EXCELLENCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALLIANCE FOR PERFORMANCE EXCELLENCE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLIANCE FOR PERFORMANCE EXCELLENCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ALLIANCE FOR PERFORMANCE EXCELLENCE INC?
- The 990 for the year ended December 31, 2025 names MICHAEL GRATZ.
- Who are the officers and directors of ALLIANCE FOR PERFORMANCE EXCELLENCE INC?
- The 990 for the year ended December 31, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does ALLIANCE FOR PERFORMANCE EXCELLENCE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $393,239, expenses of $256,234 and total assets of $400,875 at year end.
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