Nonprofit · EIN 47-2932556
PERFORMANCE EXCELLENCE NORTHWEST
Tax-exempt · ASHLAND, OR 97520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $131,632 | $121,508 | $10,124 | $91,582 | $1,182 | $90,400 |
| December 31, 2023 | 990-EZ | $94,204 | $109,168 | -$14,964 | $80,276 | $0 | $80,276 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,674
- Program service revenue
- $129,958
Expenses
- Compensation of officers, directors and key employees
- $81,000
- Salaries, compensation and benefits (total)
- $81,000
- Professional fees and payments to contractors
- $20,855
- Occupancy
- $236
- Printing, publications and postage
- $21
- Other expenses
- $19,396
- Program services (functional)
- $112,642
Balance sheet and other
- Total assets, start of year
- $80,276
- Total assets, end of year
- $91,582
- Total liabilities, end of year
- $1,182
- Net assets, end of year
- $90,400
- Cash, savings and investments
- $90,682
- Gross receipts
- $131,632
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THERON POST | EXECUTIVE DIRECTOR | 40 | $81,000 |
| JOHN DICKSON | PRESIDENT | 5 | $0 |
| MARYRUTH BUTLER | VICE PRESIDENT | 5 | $0 |
| PAUL FISHER | TREASURER | 5 | $0 |
| BRUCE REQUA | SECRETARY | 5 | $0 |
| LINDA BARNES | BOARD MEMBER | 5 | $0 |
| JENNIFER CAPPS | BOARD MEMBER | 5 | $0 |
| JOHN CLIFFORD | BOARD MEMBER | 5 | $0 |
| JONI DIXON | BOARD MEMBER | 5 | $0 |
| DUANE FLADLAND | BOARD MEMBER | 5 | $0 |
| RYAN LOCICERO | BOARD MEMBER | 5 | $0 |
| HOLLY TICHENOR | BOARD MEMBER | 5 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER CAPPS | PRESIDENT | 5 | $0 |
| MARYRUTH BUTLER | VICE PRESIDENT | 5 | $0 |
| GEORGE ROHRICH | TREASURER | 5 | $0 |
| KOLA OGUNRINOLA PHD | SECRETARY | 5 | $0 |
| LINDA BARNES PHD | BOARD MEMBER | 5 | $0 |
| JOHN CLIFFORD | BOARD MEMBER | 5 | $0 |
| JOHN DICKSON | BOARD MEMBER | 5 | $0 |
| JONI DIXON | BOARD MEMBER | 5 | $0 |
| PAUL FISHER EDD | BOARD MEMBER | 5 | $0 |
| DUANE FLADLAND | BOARD MEMBER | 5 | $0 |
| RYAN LOCICERO | BOARD MEMBER | 5 | $0 |
| BRUCE REQUA | BOARD MEMBER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 505 ASHLAND ST, ASHLAND, OR 97520-3106
- In care of
- % THERON POST
- Mailing address (990-N for 2020)
- 1 HIDALGO STREET, LAKE OSWEGO OR 97035
- Principal officer (990-N for 2020)
- PAUL FISHER, 1 HIDALGO STREET, LAKE OSWEGO OR 97035
- Signed the 990-EZ
- PAUL FISHER, TREASURER
- Phone
- (541) 261-7315
- Return prepared by
- MATHESON MONSON & NISSON CPAS PLLC
Mission
WE BELIEVE STRONG ORGANIZATIONS COMMITTED TO PERFORMANCE EXCELLENCE CREATE MORE VALUE FOR THEIR EMPLOYEES, STAKEHOLDERS AND COMMUNITIES. AS LOCAL CITIZENS, WE ARE INVESTED IN HELPING ORGANIZATIONS ACHIEVE THEIR OBJECTIVES, PARTICIPATE IN A COMMUNITY OF LEARNING WITH OTHERS AND MAKE THE NORTHWEST A BETTER PLACE TO LIVE, WORK AND PLAY.
Program accomplishments
- PENW PROVIDES BALDRIGE-RELATED EDUCATIONAL SERVICES, WHICH INCLUDES NETWORKING AND PARTNERING SERVICES TO INDIVIDUALS AND ORGANIZATIONS IN THE THREE DEFINED SECTORS DEFINED BY THE BPEP: HEALTHCARE, EDUCATION, AND BUSINESS/NONPROFIT. TO ASSIST AND GUIDE ORGANIZATIONS TO WRITE AND SUBMIT A FULL APPLICATION, PENW'S EDUCATIONAL SERVICES ARE BECOMING A MORE IMPORTANT SOURCE OF REVENUE TO SUPPORT AND EXPAND DAILY OPERATIONS. PENW DELIVERS EDUCATIONAL SERVICES THROUGH TRAINING, SELF-ASSESSMENT, ANNUAL LEARNING SYMPOSIUM, WEBINARS, EXAMINER TRAINING AND COMMUNITIES OF PRACTICEExpenses $90,114
- PENW OFFERS TWO LEVELS OF ASSESSMENT, LITE AND FULL. BOTH LEVELS USE VERSIONS OF THE BALDRIGE EXCELLENCE FRAMEWORK, WHICH ARE MAINTAINED NATIONALLY BY THE BALDRIGE PERFORMANCE EXCELLENCE PROGRAM (BPEP), AS THE BASIS FOR ORGANIZATIONAL ASSESSMENT.Expenses $22,528
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 | Not 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
- 47-2932556
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80)
- Assets (IRS master file)
- $91,582
- Income (IRS master file)
- $131,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $131,632 | $121,508 | $91,582 | XML |
| 990-EZ | December 2023 | $94,204 | $109,168 | $80,276 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: PAUL FISHER | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Joni Och | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 47-2932556).
Questions about PERFORMANCE EXCELLENCE NORTHWEST
- What is the EIN of PERFORMANCE EXCELLENCE NORTHWEST?
- The employer identification number (EIN) of PERFORMANCE EXCELLENCE NORTHWEST is 47-2932556.
- Is PERFORMANCE EXCELLENCE NORTHWEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to PERFORMANCE EXCELLENCE NORTHWEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PERFORMANCE EXCELLENCE NORTHWEST 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 PERFORMANCE EXCELLENCE NORTHWEST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PERFORMANCE EXCELLENCE NORTHWEST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of PERFORMANCE EXCELLENCE NORTHWEST?
- The 990-N for 2020 names PAUL FISHER.
- Who are the officers and directors of PERFORMANCE EXCELLENCE NORTHWEST?
- The 990-EZ for the year ended December 31, 2024 lists 12 people; 1 received compensation from the organization, the highest $81,000 (THERON POST, EXECUTIVE DIRECTOR).
- How much revenue does PERFORMANCE EXCELLENCE NORTHWEST have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $131,632, expenses of $121,508 and total assets of $91,582 at year end.
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- MEDFORD NEW CAR DEALERS ASSOCIATION INC EIN 94-3048785 · last filed 990-N for 2025
- OREGON SHAKESPEARE FESTIVAL ASSOCIATION EIN 93-0407022 · last filed 990 for 2025
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All nonprofits in ASHLAND · Oregon · Community improvement and capacity building