Personal Finance Employee Education Fund Inc
- Assets
- $2.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Franklin, TN
- Founding
- 09/2007
- Data as of
- 12/2021
- 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.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3
1.PROVIDINGTHEPERSONALFINANCIALWELLNESSSCALE.THESCALEMEASURESHOWPEOPLEAREDOINGALONGACONTINUUMEXTENDINGFROMNEGATIVETOPOSITIVEFEELINGSABOUTANDREACTIONSTOTHEIRFINANCIALSITUATIONS.2.PROVIDINGALISTINGOFQUALITYPROVIDERSWITHWORKPLACEFINANCIALINFORMATIONANDEDUCATIONPROGRAMSTHATEMPHASIZEBASICFINANCIALITERACYTHATRESULTSINIMPROVEMENTSINEMPLOYEES'PERSONALFINANCIALBEHAVIORS,DECREASESINTHEIRFINANCIALDISTRESSANDIMPROVEMENTSINEMPLOYEEFINANCIALWELL-BEING.3.FINANCIALDISTRESSMAYRESULTINNEGATIVEWORKPLACEOUTCOMES,INCLUDINGREDUCEDPRODUCTIVITY.TOINCREASEEMPLOYEEFINANCIALWELLNESS,TOASSISTINDIVIDUALSWITHTHEIRPERSONALFINANCES.4.WEWORKWITHEMPLOYERSANDFINANCIALEDUCATIONSERVICEPROVIDERSTODEVELOPCUSTOMIZEDRESEARCHSTUDIES.WERECOGNIZETHATEMPLOYEES'FINANCIALDISTRESSMAYRESULTINNEGATIVEWORKPLACEOUTCOMES,INCLUDINGREDUCEDPRODUCTIVITY.TOINCREASEEMPLOYEEFINANCIALWELLNESS,PROMOTESTHEDELIVERYOFWORKPLACEFINANCIALEDUCATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Hoffmire Chairman | 8 | $0 | |
Thomas Harms Treasurer | 4 | $0 | |
Kenneth Serwinski Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $0 |
| 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 | $0 |
| Other expenses | $709 |
| Total expenses | $709 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $2,502 |
| Other assets | $0 |
| Total assets | $2,502 |
| Total liabilities | $0 |
| Net assets or fund balances | $2,502 |
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