Civic Intelligence

Personal Excellence Foundation

EIN 84-3426959 • 501(c)3 • Kingsland, TX

Profile

Our self-guided programs teach young people how to become more resilient and better handle the pressures of growing up in an ever-changing world.

1726 Williams Lakeshore DriveKingsland, TX 78639

www.personalexcellence.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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

16th percentile

-41%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-60%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

160%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,500

Down $44,060 (-60%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$29,500

Down $44,060 (-60%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Up

$106,461

Up $65,466 (+160%) from 2023

Expenses

Up

$150,521

Up $122,952 (+446%) from 2023

Net Income

Down

-$44,060

Down $57,486 (-428%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$150K$100K$50K$0Assets 2020: $140,747Liabilities 2020: $0Net Assets 2020: $140,7472020Assets 2021: $50,841Liabilities 2021: $0Net Assets 2021: $50,8412021Assets 2022: $60,134Net Assets 2022: $60,1342022Assets 2023: $73,560Net Assets 2023: $73,5602023Assets 2024: $29,500Net Assets 2024: $29,5002024

Highlighted filing

2024

Assets$29,500
Liabilities-
Net Assets$29,500
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $411,565Expenses 2020: $270,818Net Income 2020: $140,7472020Revenue 2021: $185,640Expenses 2021: $275,546Net Income 2021: -$89,9062021Revenue 2022: $73,230Expenses 2022: $63,937Net Income 2022: $9,2932022Revenue 2023: $40,995Expenses 2023: $27,569Net Income 2023: $13,4262023Revenue 2024: $106,461Expenses 2024: $150,521Net Income 2024: -$44,0602024

Highlighted filing

2024

Revenue$106,461
Expenses$150,521
Net Income-$44,060
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,500
Liabilities
-
Net assets
$29,500
Revenue
$106,461
Expenses
$150,521
Net income
-$44,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.06$1.51$0.44
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.41$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.73$0.64$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.86$2.76$0.90
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$4.12$2.71$1.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 22, 2025
Return Version
2024v5.2
Gross Receipts
$107,211
Mission and Program Overview

Mission

Our self-guided programs teach young people how to become more resilient and better handle the pressures of growing up in an ever-changing world.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL KITS FOR CHILDREN-QUEST KITS-$15,990
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF EASTMANChairmanPT$0--
TOM MURPHYCo FounderPT$0--
JIM HOOVERCo FounderPT$0--
Governance and Compliance

Governance Explanations

Form 990, Part VI, Line 11B- Form 990 Review Process

“The financials are adjusted and our form 990 are prepared by our certified public accountants.”

Form 990, Part VI, Line 19- Other Organization Docs Public Available

“Organization documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Personal Excellence Foundation
EIN
84-3426959
Phone
5124226427
Address
1726 WILLIAMS LAKESHORE DRIVE, KINGSLAND, TX 78639

Signing Officer

Name
Jeff Eastman
Title
Chairman
Signed
2025-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Stoner & Bouldin LLP
Address
8403 Shoal Creek Blvd Ste 200, Austin, TX 78757
Preparer
Timothy Paul Keller
Phone
5124581391
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $8400”

Other Expenses.1012

“Insurance $969”

Other Expenses.1

“Scholarship contribution $134400”

Other Expenses.2

“Dues & subscription $4036”

Other Expenses.3

“SUPPLIES $2110”

Other Expenses.4

“BANK CHARGES $196”

Raw XML Appendix155 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-750
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0150111
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR SELF-GUIDED PROGRAMS TEACH YOUNG PEOPLE HOW TO BECOME MORE RESILIENT AND BETTER HANDLE THE PRESSURES OF GROWING UP IN AN EVER-CHANGING WORLD.
IRS990EZ/ProgramServiceRevenueAmt072
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015990
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0150521
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IRS990EZ/TotalRevenueAmt0106461
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PERSONALEXCELLENCE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0107139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0204787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0467828
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0929754
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0204787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0467828
IRS990ScheduleA/Total509Grp/TotalAmt0929754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0467828
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0929754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $8400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP CONTRIBUTION $134400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & SUBSCRIPTION $4036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $2110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FINANCIALS ARE ADJUSTED AND OUR FORM 990 ARE PREPARED BY OUR CERTIFIED PUBLIC ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ORGANIZATION DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, LINE 19- OTHER ORGANIZATION DOCS PUBLIC AVAILABLE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/DisasterReliefTxt0DR-4879-TX: TEXAS SEVERE STORMS, STRAIGHT-LINE WINDS, AND FLOODING
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERSONAL EXCELLENCE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0843426959
ReturnHeader/Filer/PhoneNum05124226427
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ReturnHeader/Filer/USAddress/CityNm0KINGSLAND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078757
ReturnHeader/PreparerPersonGrp/PhoneNum05124581391
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY PAUL KELLER
ReturnHeader/ReturnTs02025-12-22T13:44:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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