AUMdb

The Partnership For Excellence

EIN 341882492 · 501(c)(3) · Public charity · Columbus, OH · recognized 2000

Assets
$665K
Revenue
$236K
Expenses
$256K
Investment income
$35.7K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Margot Hoffman President & $145,000 $0
Steve Altmiller Board member $0 $0
Robert Barnett Board member $0 $0
Mike Belter Board member $0 $0
Matthew Browning Board member $0 $0
Tammy Dye Board member $0 $0
Michael Everett Board member $0 $0
Pamela Jensen Vice chair/s $0 $0
Greg Braylock Jr Board member $0 $0
William Kose Board member $0 $0
Rich Kramer Board member $0 $0
Sara Kuczek Board member $0 $0
John Leech Board member $0 $0
Lori Persohn Board member $0 $0
Kurt Schoch Chair $0 $0
Shane Sommers Board member $0 $0
Laura Viaches Board member $0 $0
Andrew Weber Board member $0 $0
Jeff Wendorf Board member $0 $0
Paul Worstell Board member $0 $0