Personal Finance Employee Education Fund Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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.
- Income
- $39,822
- Spending
- $44,186
- Reserves
- 0.1 months of spending
- Largest source of income
- donations and private grants, 94%
Source: Form 990EZ for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $44,186 spent. 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 lit
Source: Form 990EZ for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 2007.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.