Performance Excellence Northwest
Nonprofit profile at a glance
- EIN
- 472932556
- IRS 990-EZ coverage
- 2022–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Lake Oswego, OR, USA
- Phone
- 5412617315
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Community Service Clubs
Reported finances
- Revenue
- $131,632
- Expenses
- $121,508
- Assets
- $91,582
- Liabilities
- $1,182
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- JOHN DICKSON (PRESIDENT)
- MARYRUTH BUTLER (VICE PRESIDENT)
- THERON POST (EXECUTIVE DIRECTOR)
People named in this filing
- JOHN DICKSON (PRESIDENT)
- MARYRUTH BUTLER (VICE PRESIDENT)
- PAUL FISHER (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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 practice
Operating model
- Revenue model
- Earned-program. 99% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 89
- Transparency & Controls: 82
- Sustainability: 45
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.6%; rating input score 86
- Program expense ratio: 92.7%; rating input score 93
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 7.7%; rating input score 54; 54th percentile among comparable filings
- Total-asset coverage ratio: 0.75; rating input score 50; 50th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 40; 40th percentile among comparable filings
- Officer compensation ratio: 66.7%; rating input score 2; 2nd percentile among comparable filings
Growth
- Program expense growth: 11.2% per year; rating input score 100; 63rd percentile among comparable filings
- Revenue growth: 25.1% per year; rating input score 100; 87th percentile among comparable filings
- Asset growth: -2.5% per year; rating input score 0; 21st percentile among comparable filings
Details
- Where the money goes: 85.6% of revenue deployed · 92.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $113K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Operating margin scored 54/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 50/100.
- High — Sustainability: Officer compensation ratio scored 2/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 40/100.