Personal Finance Employee Education Fund Inc
- Assets
- $1.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Franklin, TN
- Founding
- 09/2007
- Data as of
- 12/2022
- EIN
- 20-8999650
Organization Overview
Personal Finance Employee Education Fund Inc is located in Franklin, TN. The organization was established in 2007. According to its NTEE Classification (S31) the organization is classified as: Urban & Community Economic Development, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Personal Finance Employee Education Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Personal Finance Employee Education Fund Inc generated $2.1k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 21.1% each year . All expenses for the organization totaled $3.6k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
FORM 990 EZ PART III LINE 28 PROGRAM SERVICE ACCOMPLISHMENTS: 1.PROVIDING THE PERSONAL FINANCIAL WELLNESS SCALE. THE SCALE MEASURES HOW PEOPLE ARE DOING ALONG A CONTINUUM EXTENDING FROM NEGATIVE TO POSITIVE FEELINGS ABOUT AND REACTIONS TO THEIR FINANCIAL SITUATIONS. 2.RESOURCES TO ASSIST INDIVIDUALS WITH THEIR PERSONAL FINANCES. 3.WE WORK WITH EMPLOYERS AND FINANCIAL EDUCATION SERVICE PROVIDERS TO DEVELOP CUSTOMIZED RESEARCH STUDIES. WE RECOGNIZE THAT EMPLOYEES' FINANCIAL DISTRESS MAY RESULT IN NEGATIVE WORKPLACE OUTCOMES INCLUDING REDUCED PRODUCTIVITY. TO INCREASE EMPLOYEE FINANCIAL WELLNESS PROMOTES THE DELIVERY OF WORKPLACE FINANCIAL EDUCATION. ALL OF THESE SERVICES ARE CLEARLY COMMUNICATED VIA OUR NEWSLETTER OUR WEBSITE AND OUR SOCIAL MEDIA SITES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Hoffmire Chairman | 20 | $0 | |
Thomas Harms Treasurer | 8 | $0 | |
Shelley Hoffmire Director | 8 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,000 |
| Total Program Service Revenue | $133 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $2,133 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $3,161 |
| Other expenses | $428 |
| Total expenses | $3,589 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $1,046 |
| Other assets | $0 |
| Total assets | $1,046 |
| Total liabilities | $0 |
| Net assets or fund balances | $1,046 |