To provide children's educational, athletic and mentoring Enrichment programs

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
$166K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $16K a year · 2% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$166K
to officers and key staff · 30% of spending
Worth a look: pay to officers and key staff is 30% of spending; over 20%.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 6.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$156K
55% of total assets
Fine: liabilities are 55% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$628K
-14% vs prior year
Spent
$546K
To programs
97%
Net assets
$125K
By yearFY2020–FY2025
Revenue
$628K
FY2021▼ -14%
Tap a bar for its year
Revenue by fiscal year
FY2020$731K
FY2021$628K
FY2022$802K
FY2023$948K
FY2024$834K
FY2025$973K
Expenses
$546K
FY2021▼ -28%
Tap a bar for its year
Expenses by fiscal year
FY2020$758K
FY2021$546K
FY2022$943K
FY2023$990K
FY2024$909K
FY2025$864K
Net assets
$125K
FY2021▲ +191%
Tap a bar for its year
Net assets by fiscal year
FY2020$43K
FY2021$125K
FY2022−$15K
FY2023−$57K
FY2024−$132K
FY2025−$23K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $531K Management & general 3% · $16K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

3 people listed on the 990; $166K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President
$66,306Pt VII · Sec A
$50,000Pt VII · Sec A
$50,000Pt VII · Sec A

Justin Koretz’s $50K as Director is at the 35th percentile of top reported officer pay among 901 $100K–1M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Paul Foxson$41,000$65,600$63,000$63,500$66,306$39,500
Justin Koretz$50,000$57,000$55,000$51,000$50,000$63,168
Marty Lafolette$48,000$52,000$48,000$49,000$50,000$53,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Personal Enrichment Program INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers children educational, athletic, and mentoring programs.

Questions for Personal Enrichment Program INC

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1 program · $531K · in their own filed words · FY2020
01

The organization provides after school enrichment and athletic programs to children

$531Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$628K
Ln 12
Fees for servicesLn 2g$503K
Gifts and grantsLn 1h$125K
Money outPt IX
$546K
Ln 25
Programscol B$531K
Managementcol C$16K
Owns and owesPt X
$125K
net assets · Ln 32
Cash and savingsLn 1–2$274K
Total assetsLn 16$281K
LiabilitiesLn 26$156K
PeoplePt VI, VII
3
listed · VII A
PaidVII A3
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$125K
Government grantsLn 1e$125K
Fees for servicesLn 2g$503K
Gains on assetsLn 7$0
Total revenueLn 12$628K
Assets in detailPt X, end of year
CashLn 1$274K
SavingsLn 2$0
Cash and savings togetherLn 1–2$274K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$1
Total assetsLn 16$281K
LiabilitiesLn 26$156K
Net assetsLn 32$125K
OperationsPt I, VI
EmployeesI 546
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$105K$274K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$4K$6K
Total assetsLn 16$109K$281K
LiabilitiesLn 26$66K$156K
Net assetsLn 32$43K$125K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$166K$166K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$97K$97K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$25K$25K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$4K$4K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$7K$7K
Office expensesLn 13$8K$8K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$32K$32K
TravelLn 17$675$675
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$12K$9K$2K
Other expenses (24a–d)Ln 24$184K$184K
All other expensesLn 24e$9K$8K$1K
Total functional expensesLn 25$546K$531K$16K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $973K$864K$109K−$23K 990 PDF
FY2024Filed with the IRS Mar 20, 2025 $834K$909K−$75K−$132K 990 PDF
FY2023Filed with the IRS May 6, 2024 $948K$990K−$42K−$57K 990 PDF
FY2022Filed with the IRS Apr 15, 2023 $802K$943K−$140K−$15K 990 PDF
FY2021 ViewingFiled with the IRS May 16, 2022 $628K$546K$82K$125K 990 PDF
FY2020Filed with the IRS May 10, 2021 $731K$758K−$28K$43K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $628,455 revenue, 12 lines filed
I-8 Contributions and grants$125,413
I-9 Program service revenuePrior year $730,820$503,042
I-10 Investment incomePrior year $3$0
I-11 Other revenue$0
I-12 Total revenuePrior year $730,823$628,455
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $346,141$288,680
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $412,318$257,546
I-18 Total expensesPrior year $758,459$546,226
I-19 Revenue less expensesPrior year −$27,636$82,229
Part VI · Governance 0 of 3 board members independent, 5 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $628,455 across 9 lines filed
VIII-1e Government grants$125,413
VIII-1h Total contributions, gifts and grants$125,413
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $503,042$503,042
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $503,042$628,455
Part IX · Statement of functional expenses $546,226 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $166,306$166,306
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $97,215$97,215
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $25,159$25,159
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $3,775$3,775
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionPrograms $6,546$6,546
IX-13 Office expensesManagement $8,415$8,415
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $31,855$31,855
IX-17 TravelPrograms $675$675
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $2,123$2,123
IX-23 InsurancePrograms $9,411 · Management $2,353$11,764
IX-24 Other expenses (24a–d)Programs $183,622$183,622
IX-24e All other expensesPrograms $7,607 · Management $1,164$8,771
IX-25 Total functional expensesPrograms $530,519 · Management $15,707 · Fundraising $0$546,226
Part X · Balance sheet $281,408 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $104,995$274,192
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$1,600
X-10c Land, buildings and equipment, netStart of year $3,640$5,615
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$1
X-16 Total assetsStart of year $108,635$281,408
X-25 Other liabilitiesStart of year $65,553$6,097
X-26 Total liabilitiesStart of year $65,553$156,097
X-27 Net assets without donor restrictionsStart of year $43,082$125,311
X-32 Total net assets or fund balancesStart of year $43,082$125,311
X-33 Total liabilities and net assetsStart of year $108,635$281,408
Part XI · Reconciliation of net assets $125,311 net assets at year end
XI-1 Total revenue$628,455
XI-2 Total expenses$546,226
XI-3 Revenue less expenses$82,229
XI-4 Net assets at start of year$43,082
XI-10 Net assets at end of year$125,311

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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