Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Personal Finance Employee Education Fund Inc
EIN 20-8999650 • 501(c)3 • Salt Lake Cty, UT
Profile
PFEEFs mission is to promote and facilitate financial education in the workplace. The Personal Financial Wellness Scale the Quality Providers list as well as Customized Services enable employers to understand that employees who have their finances in order will be more productive. Companies providing financial education show results that include improvement in workplace productivity employee morale and company loyalty while reducing absenteeism turnover and workplace distractions.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
12th percentile
Faster asset growth than 12% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Balance Sheet
Assets
Down$467
Down $4,364 (-90%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$467
Down $4,364 (-90%) from 2023
Revenue
Up$39,822
Up $8,178 (+26%) from 2023
Expenses
Up$44,186
Up $16,327 (+59%) from 2023
Net Income
Down-$4,364
Down $8,149 (-215%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $467
- Liabilities
- -
- Net assets
- $467
- Revenue
- $39,822
- Expenses
- $44,186
- Net income
- -$4,364
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Apr 25, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $39,822
Mission and Program Overview
Mission
PFEEF'smissionistopromoteandfacilitatefinancialeducationintheworkplace.ThePersonalFinancialWellnessScale,theQualityProviderslist,aswellasCustomizedServicesenableemployerstounderstandthatemployeeswhohavetheirfinancesinorderwillbemoreproductive.Companiesprovidingfinancialeducationshowresultsthatincludeimprovementinworkplaceproductivity,employeemorale,andcompanyloyaltywhilereducingabsenteeism,turnover,andworkplacedistractions.
PFEEFs mission is to promote and facilitate financial education in the workplace. The Personal Financial Wellness Scale the Quality Providers list as well as Customized Services enable employers to understand that employees who have their finances in order will be more productive. Companies providing financial education show results that include improvement in workplace productivity employee morale and company loyalty while reducing absenteeism turnover and workplace distractions.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PFEEF provides support to organizations and their employees as they attend to and take charge of their financial well-being. Organizations that provide financial education to their employees show results that include improvement in workplace productivity employee morale and loyalty while reducing absenteeism turnover workplace distractions and stress. Our four areas of focus are: 1. Financial Wellness and Literacy Programs that empower employees to learn more about personal finance and to become better managers of their own personal well-being. This in turn helps organizations create a more productive healthy and profitable workforce. 2. The Personal Financial Wellness Scale PFW which is a reliable measurement of perceived financial well-being financial distress. 3. The Business of Personal Finance: How to Improve Financial Wellness. Book by Joseph Calandro Jr. and John Hoffmire. 4. The PFEEF Wisconsin Project. PFEEF via the FinLit website provides free online financial lit | $0 | $44,186 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Adam Turville | Chaiman | PT | $0 | - | - |
| - | Director | PT | $0 | - | - |
| Jacob Turville | Director | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Personal Finance Employee Education Fund Inc
- EIN
- 20-8999650
- In Care Of
- % Adam Turville
- Address
- 1808 E OAKRIDGE DR, SALT LAKE CTY, UT 84106
Signing Officer
- Name
- Thomas Harms
- Title
- Former Treasurer
- Signed
- 2025-04-25
Supplemental Narrative
Additional Explanations
Part I, line 10
“| Grants And Similar Amounts Paid:, Amount:| Payroll fees of $1,528.00 and Unemployment tax of $62.00. Total $1,590, $1590|”
Part I, line 16
“| Other Expenses:, Amount:| Legal Tax Prep. Professional Fees $100; Licenses and Permits$35; Grant Expenses $20,000 and Donation to Center on Business and Poverty $21,750. Total of $41,885, $41885|”
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Grants And Similar Amounts Paid:, Amount:| Payroll fees of $1,528.00 and Unemployment tax of $62.00. Total $1,590, $1590| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Other Expenses:, Amount:| Legal Tax Prep. Professional Fees $100; Licenses and Permits$35; Grant Expenses $20,000 and Donation to Center on Business and Poverty $21,750. Total of $41,885, $41885| |
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| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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| ReturnHeader/ReturnTs | 0 | 2025-04-24T07:29:42-04:00 |
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