Nonprofit · EIN 20-8999650
PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC
Tax-exempt · MILLCREEK, UT 84106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $39,822 | $44,186 | -$4,364 | $467 | – | $467 |
| December 31, 2023 | 990-EZ | $31,644 | $27,859 | $3,785 | $4,831 | – | $4,831 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $37,302
- Program service revenue
- $2,520
Expenses
- Grants and similar amounts paid
- $1,590
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $711
- Other expenses
- $41,885
- Program services (functional)
- $44,186
Balance sheet and other
- Total assets, start of year
- $4,831
- Total assets, end of year
- $467
- Total liabilities, end of year
- –
- Net assets, end of year
- $467
- Cash, savings and investments
- $467
- Gross receipts
- $39,822
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adam Turville | Chaiman | 20 | $0 |
| Byrnne Turville | Director | 10 | $0 |
| Jacob Turville | Director | 5 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Hoffmire | Chairman | 20 | $0 |
| Thomas Harms | Treasurer | 15 | $0 |
| Shelley Hoffmire | Director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1808 E OAKRIDGE DR, MILLCREEK, UT 84106-3255
- In care of
- % ADAM TURVILLE
- Mailing address (990-N for 2025)
- 1808 E Oakridge Drive, Millcreek UT 84106
- Principal officer (990-N for 2025)
- Adam Turville, 1808 E Oakridge Drive, Millcreek UT 84106
- Signed the 990-EZ
- Thomas Harms, Former Treasurer
Mission
PFEEFs mission is to promote and facilitate financial education in the workplace. The Personal Financial Wellness Scale the Quality Providers list as well as Customized Services enable employers to understand that employees who have their finances in order will be more productive. Companies providing financial education show results that include improvement in workplace productivity employee morale and company loyalty while reducing absenteeism turnover and workplace distractions.
Program accomplishments
- PFEEF provides support to organizations and their employees as they attend to and take charge of their financial well-being. Organizations that provide financial education to their employees show results that include improvement in workplace productivity employee morale and loyalty while reducing absenteeism turnover workplace distractions and stress. Our four areas of focus are: 1. Financial Wellness and Literacy Programs that empower employees to learn more about personal finance and to become better managers of their own personal well-being. This in turn helps organizations create a more productive healthy and profitable workforce. 2. The Personal Financial Wellness Scale PFW which is a reliable measurement of perceived financial well-being financial distress. 3. The Business of Personal Finance: How to Improve Financial Wellness. Book by Joseph Calandro Jr. and John Hoffmire. 4. The PFEEF Wisconsin Project. PFEEF via the FinLit website provides free online financial litExpenses $44,186
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-8999650
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S31)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Adam Turville | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2024 | $39,822 | $44,186 | $467 | IRS |
| 990-EZ | December 2023 | $31,644 | $27,859 | $4,831 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Kenneth Serwinski | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2014 Officer: Thomas E Harms | June 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8999650).
Questions about PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC
- What is the EIN of PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC?
- The employer identification number (EIN) of PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC is 20-8999650.
- Is PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC?
- The 990-N for 2025 names Adam Turville.
- Who are the officers and directors of PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC?
- The 990-EZ for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $39,822, expenses of $44,186 and total assets of $467 at year end.
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All nonprofits in MILLCREEK · Utah · Community improvement and capacity building