Civic Intelligence

Unknown Organization

EIN 65-1276324 • 501(c)3 • Washington, DC

Profile

Serving the public by informing employers on the bottom-line benefits of providing workplace financial education to employees that improves their financial literacy and personal financial behaviors.

2111 Wisconsin AvenueWashington, DC 20007

www.pfeef.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

7th percentile

-202%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

86th percentile

$12,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 52.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-62%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$0

Down $49,406 (-100%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $46,388 (-100%) from 2013

Revenue

Down

$22,971

Down $38,131 (-62%) from 2013

Expenses

Up

$69,359

Up $11,320 (+20%) from 2013

Net Income

Down

-$46,388

Down $49,451 (-1614%) from 2013

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $16,529Liabilities 2011: $1,2972011Assets 2012: $45,065Liabilities 2012: $1,740Net Assets 2012: $43,3252012Assets 2013: $49,406Liabilities 2013: $3,018Net Assets 2013: $46,3882013Assets 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities-
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $55,188Expenses 2011: $69,979Net Income 2011: -$14,7912011Revenue 2012: $94,159Expenses 2012: $66,067Net Income 2012: $28,0922012Revenue 2013: $61,102Expenses 2013: $58,039Net Income 2013: $3,0632013Revenue 2014: $22,971Expenses 2014: $69,359Net Income 2014: -$46,3882014

Highlighted filing

2014

Revenue$22,971
Expenses$69,359
Net Income-$46,388

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 16, 2015
Return Version
2014v5.0
Gross Receipts
$23,135
Mission and Program Overview

Mission

Serving the public by informing employers on the bottom-line benefits of providing workplace financial education to employees that improves their financial literacy and personal financial behaviors.

Program Services

DescriptionGrantsExpenses
TO PROMOTE AND FACILITATE FINANCIAL EDUCATION IN THE WORKPLACE BY PROVIDING EMPLOYEES EASY ACCESS TO BASIC FINANCIAL EDUCATION PROGRAMS IMPROVING THEIR FINANCIAL LITERACY, PERSONAL FINANCIAL BEHAVIOR AND JOB PERFORMANCE. SERVICES ARE PROVIDED TO ALL SIZE COMPANIES THROUGHOUT THE UNITED STATES.-$69,359
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH COHARTPresidentPT$12,000-$12,000
SHARON BURNSSec/Treasure-$0--
JINHEE KIMVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Personal Finance Employee Education
EIN
65-1276324
Phone
2026791384
Address
2111 WISCONSIN AVENUE, WASHINGTON, DC 20007

Signing Officer

Name
Judith Cohart
Title
President
Phone
2026791384
Signed
2015-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Crippen & Co
Address
1900 SE 18TH AVE, OCALA, FL 34471-8312
Preparer
Brenda L Ford
Phone
3527324260
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 3,916 postage 21 public relations 544 taxes and licenses 564 telephone 430 web design 1,530 dues and subscriptions 565 donations 16,307 miscellaneous expense 489 non-investment depreciation 42 total 24,408

Form 990-ez, Part II, Line 24

514 0 less accumulated depreciation 308 0 total 206 0

Form 990-ez, Part II, Line 26

Payroll taxes payable 3,018 0

Form 990-ez, Part III

Serving the public by informing employers on the bottom-line benefits of providing workplace financial education to employees that improves their financial literacy and personal financial behaviors.

Form 990-ez, Part III, Line 28

To promote and facilitate financial education in the workplace by providing employees easy access to basic financial education programs improving their financial literacy, personal financial behavior and job performance. Services are provided to all size companies throughout the united states.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 3,916 POSTAGE 21 PUBLIC RELATIONS 544 TAXES AND LICENSES 564 TELEPHONE 430 WEB DESIGN 1,530 DUES AND SUBSCRIPTIONS 565 DONATIONS 16,307 MISCELLANEOUS EXPENSE 489 NON-INVESTMENT DEPRECIATION 42 TOTAL 24,408
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAXES PAYABLE 3,018 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SERVING THE PUBLIC BY INFORMING EMPLOYERS ON THE BOTTOM-LINE BENEFITS OF PROVIDING WORKPLACE FINANCIAL EDUCATION TO EMPLOYEES THAT IMPROVES THEIR FINANCIAL LITERACY AND PERSONAL FINANCIAL BEHAVIORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE AND FACILITATE FINANCIAL EDUCATION IN THE WORKPLACE BY PROVIDING EMPLOYEES EASY ACCESS TO BASIC FINANCIAL EDUCATION PROGRAMS IMPROVING THEIR FINANCIAL LITERACY, PERSONAL FINANCIAL BEHAVIOR AND JOB PERFORMANCE. SERVICES ARE PROVIDED TO ALL SIZE COMPANIES THROUGHOUT THE UNITED STATES.
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ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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