Civic Intelligence

Personal Excellence Foundation

990EZ • Fiscal year 2023 • EIN 84-3426959

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

75th percentile

22%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-44%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$73,560

Up $13,426 (+22%) from 2022

Net Assets

Up

$73,560

Up $13,426 (+22%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$40,995

Down $32,235 (-44%) from 2022

Expenses

Down

$27,569

Down $36,368 (-57%) from 2022

Net Income

Up

$13,426

Up $4,133 (+44%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2023

Assets$73,560
Liabilities-
Net Assets$73,560
Open 2023 Filing

Operations Trend

Revenue Growth13th 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

2023

Revenue$40,995
Expenses$27,569
Net Income$13,426
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$50,055
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-$27,569
Compensation and Service Providers
Top Officer Pay78th 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
6201 SHADOW MOUNTAIN COVE, AUSTIN, TX 78731

Signing Officer

Name
Jeff Eastman
Title
Chairman
Signed
2024-11-13
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 $15205”

Other Expenses.1012

“Insurance $983”

Other Expenses.1

“Scholarship contribution $4000”

Other Expenses.2

“Dues & subscription $3065”

Other Expenses.3

“SUPPLIES $2379”

Other Expenses.4

“BANK CHARGES $330”

Raw XML Appendix158 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/PhoneNum05124226427
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06201 SHADOWN MOUNTAIN COVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078731
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060134
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-9060
IRS990EZ/GrossReceiptsAmt050055
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF EASTMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM HOOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO FOUNDER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025962
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/ProgramServiceRevenueAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL KITS FOR CHILDREN-QUEST KITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027569
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027569
IRS990EZ/TotalProgramServiceExpensesAmt027569
IRS990EZ/TotalRevenueAmt040995
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PERSONALEXCELLENCE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0204787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0467828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0822615
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0822615
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0204787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0467828
IRS990ScheduleA/Total509Grp/TotalAmt0822615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0204787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0467828
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0822615
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $15205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP CONTRIBUTION $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & SUBSCRIPTION $3065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $2379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $330
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, LINE 11B- FORM 990 REVIEW PROCESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, LINE 19- OTHER ORGANIZATION DOCS PUBLIC AVAILABLE
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF EASTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERSONAL EXCELLENCE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0843426959
ReturnHeader/Filer/PhoneNum05124226427
ReturnHeader/Filer/USAddress/AddressLine1Txt06201 SHADOW MOUNTAIN COVE
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742795393
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08403 Shoal Creek Blvd Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078757
ReturnHeader/PreparerPersonGrp/PhoneNum05124581391
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY PAUL KELLER
ReturnHeader/ReturnTs02024-11-13T13:50:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,560
Liabilities
-
Net assets
$73,560
Revenue
$40,995
Expenses
$27,569
Net income
$13,426
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