2022-09-13T12:20:14-05:00 2021-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2021-01-01 061540513 PARTNERSHIP FOR PUBLIC SERVICE INC PART 2027752759 600 14TH STREET NW 600 WASHINGTON DC 20005 MAX STIER CHIEF OPERATING OFFICER 2027752759 2022-09-13 1 MAX STIER 999009999 ERIN CRANMER P01712644 2023319880 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X TIM MCMANUS 600 14TH STREET NW 600 WASHINGTON DC 20005 24043784 0 X WWW.OURPUBLICSERVICE.ORG X 1999 DC THE PARTNERSHIP FOR PUBLIC SERVICE WORKS TO REVITALIZE OUR FEDERAL GOVERNMENT BY INSPIRING A NEW GENERATION TO SERVE AND BY TRANSFORMING THE WAY GOVERNMENT WORKS. 21 21 212 0 0 0 13678000 7217178 10988754 13279656 188947 379474 72418 182688 24928119 21058996 0 0 0 0 12586292 14746666 0 0 1307485 6936222 8286041 19522514 23032707 5405605 -1973711 31644746 30508299 5566900 4928386 26077846 25579913 X THE PARTNERSHIP'S MISSION IS BUILDING A BETTER GOVERNMENT AND A STRONGER DEMOCRACY. WE ENVISION A DYNAMIC AND INNOVATIVE GOVERNMENT THAT EFFECTIVELY SERVES OUR DIVERSE NATION. 0 0 6681510 8997078 LEADERSHIP DEVELOPEMENT:LEADERSHIP IS THE MOST IMPORTANT FACTOR INFLUENCING FEDERAL AGENCY PERFORMANCE AND GOVERNMENT EFFECTIVENESS. BY DEVELOPING THE SKILLS AND ABILITIES OF FEDERAL LEADERS AT ALL LEVELS AND PROVIDING FORUMS FOR THEM TO DISCUSS SHARED CHALLENGES AND SOLUTIONS, THE PARTNERSHIP FOR PUBLIC SERVICE HELPS LEADERS BECOME AGENTS OF CHANGE WITHIN THEIR OWN AGENCIES AND ACROSS GOVERNMENT. OUR APPROACH TO DEVELOPING LEADERS IS GROUNDED IN OUR PUBLIC SERVICE LEADERSHIP MODEL, WHICH OUTLINES CORE VALUES FEDERAL LEADERS EMBODY STEWARDSHIP OF PUBLIC TRUST AND COMMITMENT TO THE PUBLIC GOOD AND OUTLINES THE COMPETENCIES THEY NEED AT EACH STAGE OF THEIR LEADERSHIP JOURNEY. 4695459 132833 COMMUNICATIONS:OUR GOVERNMENT FACES ENORMOUS OPERATIONAL, PERFORMANCE AND TALENT CHALLENGES THAT REQUIRE CRITICAL STAKEHOLDERS IN OUR SOCIETY TO PAY ATTENTION TO THE HEALTH OF OUR GOVERNMENT, NOT JUST FOCUS ON THE POLICY MATTERS THAT TYPICALLY DRAW THE MOST ATTENTION. WHILE WE ARE AN INDISPENSABLE PARTNER TO MANY INSIDE THE FEDERAL GOVERNMENT, IT IS CRITICAL TO BRING OUR BEST IDEAS TO A BROADER AUDIENCE TO GAIN TRACTION, SUPPORT AND CREATE AN INTENTIONAL MOVEMENT OF ENGAGED INDIVIDUALS AND ORGANIZATIONS. THE COMMUNICATION DEPARTMENT AT THE PARTNERSHIP FOR PUBLIC SERVICE PLAYS A VITAL ROLE IN SUPPORTING AND ACHIEVING THESE EFFORTS. THROUGH ITS COMPREHENSIVE COMMUNICATION STRATEGY AND DIVERSE TEAM OF PROFESSIONALS, THE DEPARTMENT POSITIONS THE PARTNERSHIP AS THE LEADING AUTHORITY ON GOVERNMENT EFFECTIVENESS, ENABLES THE ORGANIZATION TO BRING ITS BEST IDEAS TO A BROADER AUDIENCE, AIDS IN THE ORGANIZATION'S GROWTH, AND HELPS TO CREATE MORE CHAMPIONS AND SUPPORTERS FOR BETTER GOVERNMENT. 2693650 444269 WORKFORCE AND ENGAGEMENT: THE FEDERAL GOVERNMENT IS FAILING TO RECRUIT, HIRE AND RETAIN SKILLED AND DIVERSE TALENT, AND FEDERAL EMPLOYEE ENGAGEMENT LAGS BEHIND THAT OF THE PRIVATE SECTOR. BY SHARPENING OUR FOCUS ON HELPING FEDERAL AGENCIES RECRUIT, HIRE AND RETAIN YOUNG TALENT, THE PARTNERSHIP FOR PUBLIC SERVICE WORKS TO SUPPORT GOVERNMENT IN NOT ONLY REPLACING EMPLOYEES NEARING THE END OF THEIR CAREERS BUT ALSO BRINGING NEW SKILLS AND PERSPECTIVES THAT WILL HELP THE COUNTRY RISE TO THE SIGNIFICANT CHALLENGES OF THE DAY AND PREPARE FOR WHAT LIES AHEAD. IN ADDITION, TOP-PERFORMING ORGANIZATIONS HAVE HIGHLY ENGAGED EMPLOYEES WHO ARE CONNECTED TO THEIR MISSIONS AND CUSTOMERS. THE PARTNERSHIP'S BEST PLACES TO WORK IN THE FEDERAL GOVERNMENT RANKINGS, BASED ON AN ANNUAL FEDERAL SURVEY, SERVE AS A VALUABLE TOOL TO EVALUATE EMPLOYEE ENGAGEMENT AND PINPOINT AREAS IN NEED OF IMPROVEMENT. 6284035 1034586 OTHER PROGRAMS INCLUDE: FEDERAL EXECUTIVE NETWORKS, GOVERNMENTAL AFFAIRS, GOVERNMENT EFFECTIVENESS, PRESIDENTIAL TRANSITION, OPERATIONS AND RESEARCH AND DATA. 6284035 1034586 20354654 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 81 0 1 212 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA MD NY VA X X JEFF KMEN 2027759111 600 14TH STREET NW SUITE 600 WASHINGTON DC 20005 TOM BERNSTEIN BOARD CHAIRMAN 1.00 X X 0 0 0 DOUGLAS R CONANT BOARD MEMBER 1.00 X 0 0 0 JOEL FLEISHMAN BOARD MEMBER 1.00 X 0 0 0 NORA GARDNER BOARD MEMBER 1.00 X 0 0 0 WSCOTT GOULD BOARD MEMBER 1.00 X 0 0 0 DAVID KAPPOS BOARD MEMBER 1.00 X 0 0 0 LESTER LYLES BOARD MEMBER 1.00 X 0 0 0 DINA POWELL MCCORMICK BOARD MEMBER 1.00 X 0 0 0 ROBERT A MCDONALD BOARD MEMBER 1.00 X 0 0 0 JENNIFER MILLSTONE BOARD MEMBER 1.00 X 0 0 0 TOM NIDES BOARD MEMBER 1.00 X 0 0 0 INDRA NOOYI BOARD MEMBER 1.00 X 0 0 0 STEVE PRESTON BOARD MEMBER 1.00 X 0 0 0 GEORGE W WELLDE JR BOARD MEMBER 1.00 X 0 0 0 NEAL WOLIN BOARD MEMBER 1.00 X 0 0 0 SEAN O'KEEFE BOARD MEMBER 1.00 X 0 0 0 KEVIN SHEEKEY BOARD MEMBER 1.00 X 0 0 0 DAN TANGHERLINI BOARD MEMBER 1.00 X 0 0 0 JIM VANDEHEI BOARD MEMBER 1.00 X 0 0 0 SHARON MARCIL BOARD MEMBER 1.00 X 0 0 0 RUTH PORAT BOARD MEMBER 1.00 X 0 0 0 TONI TOWNES-WHITLEY BOARD MEMBER 1.00 X 0 0 0 MAX STIER PRESIDENT & CHIEF EXECUTIV 40.00 X 605626 0 12567 JAMES-CHRISTIAN BLOCKWOOD EXECUTIVE VICE PRESIDENT 40.00 X 285704 0 22364 TINA SUNG VP - FEDERAL EXECUTIVE NETWORKS 40.00 X 246985 0 15603 TIM MCMANUS CHIEF OPERATING OFFICER 40.00 X 224450 0 22091 CHRISTINE M CARROLL VP - DEVELOPMENT 40.00 X 209385 0 24078 KRISTINE I SIMMONS VP - GOVERNMENT AFFAIRS 40.00 X 208665 0 8340 LOREN DEJONGE SCHULMAN VP - RESEARCH ANALYSIS AND EVALUATION 40.00 X 194486 0 22372 JOHN CHRISTOPHER COX DIR. SENIOR ADVISOR 40.00 X 206475 0 0 SAMANTHA L DONALDSON VP - COMMUNICATIONS 40.00 X 185558 0 13697 MICHELLE AMANTE VP - FED WORKFORCE AND BUSINESS DEVELOPMENT 40.00 X 178244 0 21607 2545578 0 162719 15 0 1 0 FREEDMAN CONSULTING LLC 1818 N ST NW 450 WASHINGTON DC 20036 CONSULTING 315000 THE OGILVY GROUP LLC 1111 19TH ST NW FLOOR 3 WASHINGTON DC 20036 CONSULTING 260250 SIGNAL HOUSE COACHING 1390 CHAIN BRIDGE ROAD MCLEAN VA 22101 CONSULTING 144255 SOLLY THOMAS AND ASSOCIATES 11912 CANFIELD ROAD POTOMAC MD 11912 CONSULTING 143533 ACTIVATE RESULTS 13509 WISTERIA WAY FAIRFAX VA 22033 CONSULTING 130564 9 7217178 7217178 FEE FOR SERVICE 900099 10426078 10426078 SPONSORSHIP REVENUE 900099 2853578 2853578 13279656 208625 208625 3155637 2984788 170849 170849 170849 182688 182688 182688 21058996 10608766 0 3233052 X 1709297 787489 570855 350953 9939706 8047786 1529876 362044 242387 186685 41169 14533 1920896 1589233 217939 113724 934380 705413 149686 79281 12160 12160 55500 55500 3748546 3203890 481530 63126 81158 80858 300 252521 143926 107990 605 435357 35370 399987 1693605 1693605 9979 3207 6217 555 557432 533746 18648 5038 376309 376309 44710 44710 FEES 234920 33902 197845 3173 SUBSCRIPTIONS 167499 45940 119663 1896 ASSESSMENTS 135458 135458 EQUIPMENT AND FURNITURE 78098 138 77960 0 402789 4821613 -4731381 312557 23032707 20354654 1370568 1307485 9819566 8666404 2167419 550000 2633814 4297322 284350 296030 4512592 4447258 403911 65334 16321844 16418936 13842 214273 31644746 30508299 501735 449474 4616816 4478912 448349 0 5566900 4928386 X 20987116 21586381 5090730 3993532 26077846 25579913 31644746 30508299 -1973711 1475778 0 X X 0 1 X 1 0 X 5155347 7844179 6988972 13678000 7217178 40883676 5155347 7844179 6988972 13678000 7217178 40883676 8693115 32190561 240637 1109198 22383 145476 208625 1726319 10895 24701 37397 67898 182688 323579 42933574 51428577 0.74980 0.79340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 7437 0 0 7437 0 PART II-B, LINE 1: THE PARTNERSHIP ADVOCATES FOR REFORMS TO FEDERAL LAWS AND PROCESSES IN ORDER TO MAKE THE FEDERAL GOVERNMENT OPERATE MORE SUCCESSFULLY. IN 2021, THE PARTNERSHIP WORKED WITH LAWMAKERS ON LEGISLATION TO IMPROVE THE PUBLIC'S ABILITY TO OFFER FEEDBACK ON GOVERNMENT SERVICES, PROVIDE ADDITIONAL RESOURCES FOR PRESIDENTIAL TRANSITIONS AND MODERNIZE GOVERNMENT'S HUMAN RESOURCES DATABASE. THIS WORK INVOLVED MEETING WITH CONGRESSIONAL STAFF MEMBERS, SUGGESTING LEGISLATIVE LANGUAGE AND ENCOURAGING LAWMAKERS TO ACT ON LEGISLATION. 13679855 2930444 615252 15995047 14681959 2114679 3116783 13679855 14677916 4043 14681959 14677916 14677916 12925877 1752039 14677916 1.00000 0 0 3012364 2971150 41214 1500228 1476108 24120 65334 X 22828433 1475778 293659 1769437 21058996 0 21058996 23326366 293659 293659 23032707 0 23032707 PART X, LINE 2: THE PARTNERSHIP ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PARTNERSHIP PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2021, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2018 THROUGH 2020 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PARTNERSHIP FILES RETURNS. IT IS THE PARTNERSHIP'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. X 0 0 0 0 0 0 0 0 0 MAX STIER PRESIDENT & CHIEF EXECUTIV 605626 0 0 0 0 0 11600 0 967 0 618193 0 0 0 JAMES-CHRISTIAN BLOCKWOOD EXECUTIVE VICE PRESIDENT 285704 0 0 0 0 0 7187 0 15177 0 308068 0 0 0 TINA SUNG VP - FEDERAL EXECUTIVE NETWORKS 246985 0 0 0 0 0 9986 0 5617 0 262588 0 0 0 TIM MCMANUS CHIEF OPERATING OFFICER 224450 0 0 0 0 0 9140 0 12951 0 246541 0 0 0 CHRISTINE M CARROLL VP - DEVELOPMENT 209385 0 0 0 0 0 8641 0 15437 0 233463 0 0 0 KRISTINE I SIMMONS VP - GOVERNMENT AFFAIRS 208665 0 0 0 0 0 8340 0 0 0 217005 0 0 0 LOREN DEJONGE SCHULMAN VP - RESEARCH ANALYSIS AND EVALUATIO 194486 0 0 0 0 0 7901 0 14471 0 216858 0 0 0 JOHN CHRISTOPHER COX DIR. SENIOR ADVISOR 206475 0 0 0 0 0 0 0 0 0 206475 0 0 0 MICHELLE AMANTE VP - FED WORKFORCE AND BUSINESS DEVE 178244 0 0 0 0 0 6170 0 15437 0 199851 0 0 0 SAMANTHA L DONALDSON VP - COMMUNICATIONS 185558 0 0 0 0 0 7564 0 6133 0 199255 0 0 0 FORM 990, PART VI, SECTION A, LINE 5 DURING THE YEAR ENDED DECEMBER 31, 2021, THE EMAIL OF THE PARTNERSHIP'S FINANCE TEAM WAS COMPRISED BY AN "BAD ACTOR NOT ASSOCIATED WITH THE ORGANIZATION RESULTING IN THE RELEASE OF A FRAUDULENT PAYMENT OF $251,950. FOLLOWING INVESTIGATIONS CONDUCTED BY PARTNERSHIP'S IT STAFF AND OTHER EXTERNAL PROFESSIONALS, IT WAS DETERMINED THAT THE PARTNERSHIP'S ESTABLISHED POLICIES AND PROCEDURES FOR RELEASING PAYMENTS HAD NOT BEEN FOLLOWED. AS A RESULT, STAFF INVOLVED IN EXECUTING THE TRANSACTION WERE TERMINATED AND THE PARTNERSHIP TOOK SEVERAL ADDITIONAL STEPS, INTERNALLY AND WITH ITS BANK, TO FURTHER REDUCE THE RISK OF A SIMILAR INCIDENT HAPPENING AGAIN. THE PARTNERSHIP IS CURRENTLY SUBMITTING A CLAIM WITH ITS INSURANCE CARRIER BUT THE RECOVERY OF ANY PROCEEDS IN UNDETERMINABLE. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO THE FIRST BOARD MEETING OF THE YEAR, ALL BOARD MEMBERS ARE ASKED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST FORM THAT INCLUDES INFORMATION ON BOARD MEMBERS' SERVICE ON OTHER BOARDS, PAID PARTNERSHIP ENGAGEMENTS AND/OR OTHER POTENTIAL CONFLICTS OF INTEREST. IF A POTENTIAL CONFLICT IS NOTED, THE VP FOR DEVELOPMENT, CEO AND COO DISCUSS AND DETERMINE WHAT ACTIONS NEED TO BE TAKEN, INCLUDING CEASING A BUSINESS RELATIONSHIP, EXCLUDING THE BOARD MEMBER FROM SPECIFIC DISCUSSIONS OR SIMPLY DISCUSSING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST TWO MEMBERS OF THE BOARD. COMPENSATION COMMITTEE MEMBERS ARE APPOINTED BY THE BOARD AND MAY BE REMOVED BY THE BOARD AT ANY TIME. THE COMPENSATION COMMITTEE MEETS AT LEAST ONCE A YEAR IN CONNECTION WITH REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS. THE CEO IS NOT PRESENT FOR, AND DOES NOT PARTICIPATE IN, COMMITTEE DELIBERATIONS CONCERNING CEO EXECUTIVE COMPENSATION (OTHER THAN TO ANSWER QUESTIONS) BUT MAY, WITH THE APPROVAL OF THE COMMITTEE, PARTICIPATE IN DELIBERATIONS CONCERNING COMPENSATION OF OTHER MEMBERS OF SENIOR EXECUTIVE MANAGEMENT. THE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPANY'S GOALS AND OBJECTIVES RELEVANT TO THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IN LIGHT OF THOSE GOALS AND OBJECTIVES. BASED ON SUCH EVALUATION, THE COMMITTEE HAS THE AUTHORITY TO MAKE RECOMMENDATIONS TO THE FULL BOARD CONCERNING THE COMPENSATION (INCLUDING BASE SALARY, INCENTIVE COMPENSATION AND EQUITY-BASED AWARDS) OF THE CHIEF EXECUTIVE OFFICER. THE COMMITTEE HAS THE AUTHORITY TO SELECT, RETAIN AND TERMINATE COUNSEL, CONSULTANTS AND OTHER EXPERTS. THE COMMITTEE HAS THE SOLE AUTHORITY TO SELECT, RETAIN AND TERMINATE A COMPENSATION CONSULTANT AND APPROVE CONSULTANT'S FEES AND OTHER RETENTION TERMS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE AND ALSO UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT FEES: PROGRAM SERVICE EXPENSES 3,203,890. MANAGEMENT AND GENERAL EXPENSES 481,530. FUNDRAISING EXPENSES 63,126. TOTAL EXPENSES 3,748,546. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE HAS THE AUTHORITY FOR THE OVERSIGHT OF THE ANNUAL AUDIT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.