THE PARTNERSHIP FOR EXCELLENCE

EIN: 341882492 501(c)(3) Education

COLUMBUS, OH

Total Revenue
$214,743
Total Expenses
$235,697
Total Assets
$665,183
Net Assets
$664,165
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
OH
Principal Officer
MARGOT HOFFMAN
Phone
6144257157
Tax Period
2025-01-01 to 2025-12-31

THE PARTNERSHIP FOR EXCELLENCE, founded in 1998, is a small nonprofit in the Education sector that reported $215K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. Net assets of $664K represent 37 months of operating reserves.

Mission

TO CULTIVATE PERFORMANCE EXCELLENCE AND CONTINUOUS IMPROVEMENT AMONG BUSINESS, EDUCATION, GOVERNMENT, HEALTHCARE, AND NON-PROFIT ORGANIZATIONS BASED IN OHIO, INDIANA, ILLINOIS AND WEST VIRGINIA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $82,805
Program Service Revenue $93,844
Investment Income $37,660
Other Revenue $434
TOTAL REVENUE $214,743

Expense Breakdown

Grants Paid $0
Salaries & Benefits $175,017
Fundraising Expenses $0
Program Expenses $123,082
Other Expenses $60,680
TOTAL EXPENSES $235,697

Year-over-Year Comparison

2025 2024 Change
Revenue $214,743 $236,116 -0.1%
Expenses $235,697 $255,687 -0.1%
Net Income $-20,954 $-19,571 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
20
Independent Members
19
Employees
3
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$150,000
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARGOT HOFFMAN PRESIDENT & 60.00
Officer
$150,000 $0 $150,000
ROBERT BARNETT BOARD MEMBER 1.00
Director
$0 $0 $0
MATTHEW BROWNING BOARD MEMBER 1.00
Director
$0 $0 $0
TAMMY DYE BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL EVERETT SECRETARY 1.00
Director
$0 $0 $0
PAMELA JENSEN VICE CHAIR 1.00
Director
$0 $0 $0
GREG BRAYLOCK JR BOARD MEMBER 1.00
Director
$0 $0 $0
MARJEAN KENNEDY BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM KOSE BOARD MEMBER 1.00
Director
$0 $0 $0
RICH KRAMER BOARD MEMBER 1.00
Director
$0 $0 $0
SARA KUCZEK TREASURER 1.00
Director
$0 $0 $0
JON MALONE BOARD MEMBER 1.00
Director
$0 $0 $0
KIRBY OVERTON BOARD MEMBER 1.00
Director
$0 $0 $0
LISA PERSOHN BOARD MEMBER 1.00
Director
$0 $0 $0
CHRIS RAWLINGS BOARD MEMBER 1.00
Director
$0 $0 $0
KURT SCHOCH CHAIR 1.00
Director
$0 $0 $0
SHANE SOMMERS BOARD MEMBER 1.00
Director
$0 $0 $0
LAURA VIACHES BOARD MEMBER 1.00
Director
$0 $0 $0
ANDREW WEBER BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL WORSTELL BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $214,743 $235,697 $665,183 $-20,954
2024 $236,116 $255,687 $664,766 $-19,571
2023 $229,942 $239,187 $678,617 $-9,245
2022 $279,477 $251,599 $654,157 $27,878
2021 $293,667 $216,498 $728,032 $77,169
2020 $254,145 $206,342 $635,702 $47,803
2019 $280,226 $234,657 $561,492 $45,569
2018 $288,002 $258,480 $475,750 $29,522
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