THE PARTNERSHIP FOR EXCELLENCE

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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

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.

Program Service Accomplishments

Program 1

Expenses: $123,082 Revenue: $93,844

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...

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.

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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%)

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$150,000

Total Directors

Key Employees

Highest Compensated

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