Civic Intelligence

Personal Excellence Foundation

990 • Fiscal year 2021 • EIN 84-3426959

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.PERSONALEXCELLENCE.ORG
6201 Shadow Mountain CoveAustin, TX 78731

(512) 422-6427

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-48%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-55%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$50,841

Down $89,906 (-64%) from 2020

Net Assets

Down

$50,841

Down $89,906 (-64%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin12th percentile

Revenue

Down

$185,640

Down $225,925 (-55%) from 2020

Expenses

Up

$275,546

Up $4,728 (+1.7%) from 2020

Net Income

Down

-$89,906

Down $230,653 (-164%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$50,841
Liabilities$0
Net Assets$50,841
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$185,640
Expenses$275,546
Net Income-$89,906
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$208,016
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$140,747$50,841▼ $89,906
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$140,747$50,841▼ $89,906
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$140,747$50,841▼ $89,906
Total Net Assets Fund Balance$140,747$50,841▼ $89,906
Total Liabilities and Net Assets / Fund Balance$140,747$50,841▼ $89,906
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jeff EastmanChairman
Jim HooverCo Founder
Tom MurphyCo Founder
Revenue and Support

Revenue Composition

Contributions and Grants
$204,787
Program Service Revenue
$3,229
Investment Income
$0
Other Revenue
$-22,376
All Other Contributions
$204,787
Change in Net Assets
$-89,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$172,203
Other Expenses$103,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$167,203--$167,203
Advertising$78,832--$78,832
Fees for Services Other$5,000--$5,000
Other Employee Benefits$5,000--$5,000
Fees for Services Legal$3,981--$3,981
Insurance$2,029--$2,029
Other Expenses$740--$740
All Other Expenses$198--$198
Total Functional Expenses$275,546$0$0$275,546
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

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
6201 SHADOW MOUNTAIN COVE, AUSTIN, TX 78731

Signing Officer

Name
Jeff Eastman
Title
Chairman
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
0
Employees
3

Preparer

Firm
Stoner & Bouldin LLP
Address
8403 Shoal Creek Blvd Ste 200, Austin, TX 78757
Preparer
Susan Seals Stoner
Phone
5124581391
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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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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,841
Liabilities
$0
Net assets
$50,841
Revenue
$185,640
Expenses
$275,546
Net income
-$89,906
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