Civic Intelligence

Personalized Education Foundation

990PF • Fiscal year 2024 • EIN 92-3987537

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization Profile
5200 SW Meadows Rd 150Lake Oswego, OR 97035

(971) 369-0394

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

88%

Faster asset growth than 92% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-78%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$18,571

Up $8,694 (+88%) from 2023

Net Assets

Up

$18,571

Up $8,694 (+88%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Down

$11,077

Down $38,800 (-78%) from 2023

Expenses

Down

$2,383

Down $37,617 (-94%) from 2023

Net Income

Down

$8,694

Down $1,183 (-12%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$20K$15K$10K$5.0K$0Assets 2023: $9,877Liabilities 2023: $0Net Assets 2023: $9,8772023Assets 2024: $18,571Liabilities 2024: $0Net Assets 2024: $18,5712024Assets 2025: $10,259Liabilities 2025: $0Net Assets 2025: $10,2592025

Highlighted filing

2024

Assets$18,571
Liabilities$0
Net Assets$18,571
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2023: $49,877Expenses 2023: $40,000Net Income 2023: $9,8772023Revenue 2024: $11,077Expenses 2024: $2,383Net Income 2024: $8,6942024Revenue 2025: $4,385Expenses 2025: $12,697Net Income 2025: -$8,3122025

Highlighted filing

2024

Revenue$11,077
Expenses$2,383
Net Income$8,694
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher GeisPresidentPT$0--
Justine RauterkusSecretaryPT$0--
Linda WheelerTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Personalized Education Foundation
EIN
92-3987537
Phone
9713690394
Address
5200 SW Meadows Rd 150, Lake Oswego, OR 97035

Signing Officer

Name
Christopher Geis
Title
President
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Harrison Accounting Group Inc
Address
39355 California Street Ste 301, Fremont, CA 94538
Preparer
Sherry Matsumoto
Phone
5107934323
Raw XML Appendix205 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Christopher Geis
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Linda Wheeler
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The Foundation supports the Christa McAuliffe Academy School of Arts and Sciences philosophy through fundraising, scholarships, and the creation of an endowment to use for current and prospecive members of the Christa McAuliffe Academy School of Arts and Sciences community for K-12 and college educational opportunities.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1The Foundation supports the Christa McAuliffe Academy School of Arts and Sciences philosophy through fundraising, scholarships, and the creation of an endowment to use for current and prospecive members of the Christa McAuliffe Academy School of Arts and Sciences community for K-12 and college educational opportunities.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2The Foundation supports the Christa McAuliffe Academy School of Arts and Sciences philosophy through fundraising, scholarships, and the creation of an endowment to use for current and prospecive members of the Christa McAuliffe Academy School of Arts and Sciences community for K-12 and college educational opportunities.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3The Foundation supports the Christa McAuliffe Academy School of Arts and Sciences philosophy through fundraising, scholarships, and the creation of an endowment to use for current and prospecive members of the Christa McAuliffe Academy School of Arts and Sciences community for K-12 and college educational opportunities.
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Linda Wheeler
IRS990PF/StatementsRegardingActyGrp/PhoneNum09713230902
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation supports the Christa McAuliffe Academy School of Arts and Sciences philosophy through fundraising, scholarships, and the creation of an endowment to use for current and prospecive members of the Christa McAuliffe Academy School of Arts and Sciences community for K-12 and college educational opportunities.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Applicants must submit a complete application form and all required documents by a specified deadline through the FACTS website; https://factsmgt.com. Scholarship amount and duration must be specified in the award letter for each recipient and may vary based on available funds and individual circumstances. Payment of the registration fee is required by the applicant, and two letters of recommendation with contact information; one academic and one by a non-related person must accompany the request.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0www.pefoundation.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Personalized Education Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032267374
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05200 SW Meadows Rd Suite 150
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Amount awarded is based on available funds. All awarded scholarships will be paid directly to the educational institution. Awarded recipients are required to pay the remaining tuition to Christa McAuliffe Academy School of Arts & Sciences if not covered by scholarship funds. Applicant must maintain an academic GPA of 3.5 and a miniumum of 80% in courses. Recipients may be required to maintain a specific level of academic performance to remain eligible for the scholarship
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No deadline date required
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax return preparation
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Geis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Personalized Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0923987537
ReturnHeader/Filer/PhoneNum09713690394
ReturnHeader/Filer/USAddress/AddressLine1Txt05200 SW Meadows Rd 150
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097035
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942539211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harrison Accounting Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt039355 California Street Ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fremont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094538
ReturnHeader/PreparerPersonGrp/PhoneNum05107934323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Matsumoto
ReturnHeader/ReturnTs02024-11-15T10:00:36-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$18,571
Liabilities
$0
Net assets
$18,571
Revenue
$11,077
Expenses
$2,383
Net income
$8,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$4.39$12.7$8.31
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$11.1$2.38$8.69
2023Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$49.9$40.0$9.88