PERSONAL FINANCE EMPLOYEE EDUCATION FUND INC is a Small Public Charity headquartered in SALT LAKE CTY, UT. Financial data from the 2024 filing: $40K revenue, $44K expenses, $467 total assets.
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.
How Personal Finance Employee Education Fund Inc divides every $100 it spends, from its own Form 990-EZ filings, averaged across 4 years.
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Source: Form 990-EZ filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $40K | $44K | $467 |
| 2023 | $32K | $28K | $5K |
| 2022 | $2K | $4K | $1K |
| 2021 | — | $709 | $3K |
Between 2022 and 2024, reported annual revenue grew from $2K to $40K (+1767%), with total assets most recently reported at $467.
Interactive year-over-year charts and full filing details available with membership.
