Personal Excellence Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 411,565 | 270,818 | 140,747 | 6.2 | 79% |
| 2021 | 185,640 | 275,546 | −89,906 | 2.2 | 61% |
| 2022 | 73,230 | 63,937 | 9,293 | 11.3 | — |
| 2023 | 40,995 | 27,569 | 13,426 | 32.0 | — |
In its most recent public year (2023), this organization brought in $13,426 more than it spent. Its reserves stood at about 32 months of spending, up from 6.2 in 2020.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Personal Excellence Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works