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P E O FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
P E O FOUNDATION (EIN 42-6094564)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-09
IRS object ID
202213139349301311
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-09T09:54:23-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN426094564EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEO FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEOFBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13700 Grand AveAddressLine1Txt
CityDes MoinesCityNm
State AbbreviationIAStateAbbreviationCd
ZIP503122806ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDana Van RoekelPersonNm
Person TitleDir of FinancePersonTitleTxt
Phone5152553153PhoneNum
Signature2022-11-09SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDanaPersonFirstNm
Person LastVan RoekelPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDana Van RoekelPrincipalOfficerNm
Gross Receipts$48,673,630GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.peointernational.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionTo support the educational and charitable funds of the P.E.O. Sisterhood through contributions and provide scholarships for qualified women seeking to further their education.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers2000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,339,439PYContributionsGrantsAmt
CY Contributions Grants$9,507,119CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,768,868PYInvestmentIncomeAmt
CY Investment Income$7,351,288CYInvestmentIncomeAmt
PY Other Revenue$2,279PYOtherRevenueAmt
CY Other Revenue$5,197CYOtherRevenueAmt
PY Total Revenue$13,110,586PYTotalRevenueAmt
CY Total Revenue$16,863,604CYTotalRevenueAmt
PY Grants And Similar Paid$6,943,610PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,691,038CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$228,542PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$324,417CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,791CYTotalFundraisingExpenseAmt
PY Other Expenses$424,065PYOtherExpensesAmt
CY Other Expenses$529,612CYOtherExpensesAmt
PY Total Expenses$7,596,217PYTotalExpensesAmt
CY Total Expenses$8,545,067CYTotalExpensesAmt
PY Revenues Less Expenses$5,514,369PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,318,537CYRevenuesLessExpensesAmt
Total Assets BOY$132,290,178TotalAssetsBOYAmt
Total Assets EOY$140,487,423TotalAssetsEOYAmt
Total Liabilities BOY$156,642TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,350TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$132,133,536NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$140,452,073NetAssetsOrFundBalancesEOYAmt
MissionTo support the educational and charitable funds of the P.E.O. Sisterhood through contributions and provide scholarships for qualified women seeking to further their education.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$8,019,225ExpenseAmt
Grant$7,691,038GrantAmt
DescP.E.O. Foundation receives, holds and disburses gifts and income to various P.E.O. educational projects qualified as 501(c)(3) organizations as well as to individual scholarship recipients.Desc
Total Program Service Expenses$8,019,225TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDana Van RoekelPersonNm
Phone5152553153PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13700 Grand AveAddressLine1Txt
CityDes MoinesCityNm
State AbbreviationIAStateAbbreviationCd
ZIP503122806ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Barbara Ann Bowen
Investment Trustee1.003.00Yes (X)Yes (X)$0$0$0
Belinda Hargrove
Investment Trustee after 9211.003.00Yes (X)Yes (X)$0$0$0
Ellen Jackson Fox
Investment Trustee1.003.00Yes (X)Yes (X)$0$0$0
Lori OKeefe
Investment Trustee until 9211.003.00Yes (X)Yes (X)$0$0$0
Lou McLaren Chair until 921
Board of Trustees10.000.00Yes (X)Yes (X)$0$0$0
Nicole Berner Chair after 921
Board of Trustees9.000.00Yes (X)Yes (X)$0$0$0
Margaret Rose
Board of Trustees6.000.00Yes (X)Yes (X)$0$0$0
Jennifer Bream
Board of Trustees5.000.00Yes (X)Yes (X)$0$0$0
Dana Van Roekel
Director of FinanceTreasurer10.0030.00Yes (X)$0$0$0
Kathy Soppe
Executive Director5.0035.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonWells Fargo Bank NAPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 95021AddressLine1Txt
CityHendersonCityNm
State AbbreviationNVStateAbbreviationCd
ZIP890095021ZIPCd
FieldValueIRS element (for citing)
ServicesInvestment mgmtServicesDesc
Compensation$427,745CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$9,507,119AllOtherContributionsAmt
Noncash Contributions$323,571NoncashContributionsAmt
Total Contributions$9,507,119TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,223,422TotalRevenueColumnAmt
Exclusion$4,223,422ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,197TotalRevenueColumnAmt
Exclusion$5,197ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$34,937,892SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$31,810,026SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,127,866SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,127,866TotalRevenueColumnAmt
Exclusion$3,127,866ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,863,604TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,356,485ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,848,735TotalAmt
Program Services$4,848,735ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,842,303TotalAmt
Program Services$2,842,303ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$262,245TotalAmt
Program Services$241,167ProgramServicesAmt
Management And General$14,951ManagementAndGeneralAmt
Fundraising$6,127FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,149TotalAmt
Program Services$9,333ProgramServicesAmt
Management And General$579ManagementAndGeneralAmt
Fundraising$237FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$32,498TotalAmt
Program Services$29,886ProgramServicesAmt
Management And General$1,853ManagementAndGeneralAmt
Fundraising$759FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,525TotalAmt
Program Services$17,956ProgramServicesAmt
Management And General$1,113ManagementAndGeneralAmt
Fundraising$456FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,565TotalAmt
Management And General$4,565ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,100TotalAmt
Management And General$9,100ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$427,745TotalAmt
Management And General$427,745ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,026TotalAmt
Program Services$5,009ProgramServicesAmt
Management And General$10,017ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$70,692TotalAmt
Program Services$23,564ProgramServicesAmt
Management And General$47,128ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$59TotalAmt
Program Services$59ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,425TotalAmt
Program Services$1,213ProgramServicesAmt
Fundraising$1,212FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,545,067TotalAmt
Program Services$8,019,225ProgramServicesAmt
Management And General$517,051ManagementAndGeneralAmt
Fundraising$8,791FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,164,933BOYAmt
EOY$2,736,864EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,185,419BOYAmt
EOY$6,700,879EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$94,694,305BOYAmt
EOY$112,888,326EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,245,521BOYAmt
EOY$18,161,354EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$132,290,178BOYAmt
EOY$140,487,423EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$156,642BOYAmt
EOY$35,350EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$156,642BOYAmt
EOY$35,350EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$32,539,265BOYAmt
EOY$33,532,138EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$99,594,271BOYAmt
EOY$106,919,935EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$132,133,536BOYAmt
EOY$140,452,073EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$132,290,178BOYAmt
EOY$140,487,423EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,318,537ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,735,763CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,849,714CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,033,863CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,339,439CurrentTaxYearMinus1YearAmt
Current Tax Year$9,507,119CurrentTaxYearAmt
Total$38,465,898TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,735,763CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,849,714CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,033,863CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,339,439CurrentTaxYearMinus1YearAmt
Current Tax Year$9,507,119CurrentTaxYearAmt
Total$38,465,898TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$620,171SubstantialContributorsTotAmt
Public Support Total170$37,845,727PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,822,723CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,143,322CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,498,644CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,832,262CurrentTaxYearMinus1YearAmt
Current Tax Year$4,228,619CurrentTaxYearAmt
Total$17,525,570TotalAmt
FieldValueIRS element (for citing)
Total Support$55,991,468TotalSupportAmt
Public Support CY1700.67590PublicSupportCY170Pct
Public Support PY1700.69200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$99,594,271BeginningYearBalanceAmt
Contributions$6,579,604ContributionsAmt
Investment Earnings Or Losses$5,573,848InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,184,116GrantsOrScholarshipsAmt
Administrative Expenses$643,672AdministrativeExpensesAmt
End Year Balance$106,919,935EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$94,768,206BeginningYearBalanceAmt
Contributions$4,964,456ContributionsAmt
Investment Earnings Or Losses$4,336,179InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,986,510GrantsOrScholarshipsAmt
Administrative Expenses$488,060AdministrativeExpensesAmt
End Year Balance$99,594,271EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$88,793,478BeginningYearBalanceAmt
Contributions$4,839,076ContributionsAmt
Investment Earnings Or Losses$6,387,025InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,772,838GrantsOrScholarshipsAmt
Administrative Expenses$478,535AdministrativeExpensesAmt
End Year Balance$94,768,206EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$83,834,062BeginningYearBalanceAmt
Contributions$4,459,141ContributionsAmt
Investment Earnings Or Losses$4,408,207InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,465,814GrantsOrScholarshipsAmt
Administrative Expenses$442,118AdministrativeExpensesAmt
End Year Balance$88,793,478EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$78,981,034BeginningYearBalanceAmt
Contributions$3,922,305ContributionsAmt
Investment Earnings Or Losses$4,581,610InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,239,399GrantsOrScholarshipsAmt
Administrative Expenses$411,488AdministrativeExpensesAmt
End Year Balance$83,834,062EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$18,161,354BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$18,161,354TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$16,863,604TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$16,863,604RevenueSubtotalAmt
Total Revenue Per Form990$16,863,604TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,545,067TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$8,545,067ExpensesSubtotalAmt
Total Expenses Per Form990$8,545,067TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEndowment funds intended uses (Part V, line 4)FormAndLineReferenceDesc
ExplanationIndividual endowment funds are maintained with income to be used to support the various educational and charitable funds of the P.E.O. Sisterhood or to award scholarships to female recipients pursuant to P.E.O.s mission to promote educational opportunities for women.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe including Iceland and GreenlandInvestments$2,776,000
Central America and the CaribbeanInvestments$7,000
East Asia and the PacificInvestments$1,915,000
North America Not the United StatesInvestments$550,000
Middle East and North AfricaInvestments$40,000
South AmericaInvestments$168,000
South AsiaInvestments$86,000
Sub-Saharan AfricaInvestments$44,000
Russia and Neighboring StatesInvestments$45,000
FieldValueIRS element (for citing)
Subtotal Spent$5,631,000SubtotalSpentAmt
Total Spent$5,631,000TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceUse of grant monitoring procedures (Part I, line 2)FormAndLineReferenceDesc
ExplanationThe organization provides scholarships to women residing in Canada. For the 2021 tax year, scholarships to Canadian recipients did not exceed $5,000; therefore, Part III of Schedule F has not been completed. All recipients must present proof of enrollment before scholarships are paid.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
Cottey College
1000 West AustinNevadaMO64772440545271501c3$1,535,193NANAGen SuppSchol
PEO Educational Loan Fund
3700 Grand AveDes MoinesIA50312426078059501c3$373,413NANAEduc Loans
PEO Intl Peace Scholarship
3700 Grand AveDes MoinesIA50312426078058501c3$314,152NANAScholarships
PEO Prog for Continuing Ed
3700 Grand AveDes MoinesIA50312237405311501c3$1,013,239NANAEduc Grants
PEO Scholar Awards
3700 Grand AveDes MoinesIA50312421379026501c3$600,306NANAEduc Awards
PEO STAR Scholarship Fund
3700 Grand AveDes MoinesIA50312300583651501c3$688,125NANAScholarships
Iowa PEO Projects Fund Inc
14661 Fame StColfaxIA50054420722695501c3$9,660NANAWelfare Grants
Iowa Wesleyan University
601 North Main StMount PleasantIA52641420680332501c3$22,036NANACollege Maint
Lulu Corkhill Williams Fund
909 W Euclid Ave Unit 1160Arlington HeightsIL60006370635727501c4$85,000NANAWelfare Grants
Texas Star Oaks Fund
1854 San Leanna DrAllenTX75013746047454501c3$55,956NANAWelfare Grants
Oregon State Chapter Charit Trust
2035 Grey Eagle DrMedfordOR97501930862641501c3$98,965NANAWelfare Grants
Wisconsin HELP Fund
18675 St Andrew Ln Unit BBrookfieldWI53045396083741501c3$31,078NANAScholarships
Arizona PEO Projects Fund Assoc
422 S Downing LnTucsonAZ857114516953671820501c3$6,975NANAWelfare Grants
Illinois PEO Fund
PO Box 138Mc NabbIL61335370697158501c3$5,068NANAWelfare Grants
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEduc scholarships for womenGrantTypeTxt
Recipient1520RecipientCnt
Cash Grant$2,842,303CashGrantAmt
Valuation Method UsedNAValuationMethodUsedDesc
Non Cash AssistanceNANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMonitoring procedures (Part I, line 2)FormAndLineReferenceDesc
ExplanationIndividual scholarship recipients must complete an application and submit proof of enrollment from the applicable college or university prior to receiving any funding. The organization also provides funding to other charitable funds of the P.E.O. Sisterhood. These organizations must submit proof of financial need to the Foundation and funds are distributed according to each entitys charitable purpose and monitored by the officers of the International Chapter of the P.E.O. Sisterhood.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution20ContributionCnt
Noncash Contributions Rpt F990$323,571NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV on date of giftMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Number of contributions or items or both (Part I, col b)The number reported reflects the number of separate stock gifts received by the reporting organization for the tax year.
Third party arrangements (Part I, line 32b)The P.E.O. Foundation uses Merrill Lynch to receive and sell publicly traded securities received as contributions.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Members or stockholder classes and rights Part VI line 6The P.E.O. Foundation has five members, which are the five individuals elected to the executive board of International Chapter of the P.E.O. Sisterhood.
Member election for additional members Part VI line 7aThe 5 members of the P.E.O. Foundation appoint the three trustees serving as Administrative Trustees. The three trustees serving as Investment Trustees are the members of the Finance Committee of International Chapter of the P.E.O. Sisterhood and serve ex-officio, without further vote or action.
Governing body decisions Part VI line 7bSome decisions of the board of trustees are subject to approval by the members as outlined in the bylaws.
Form 990 governing body review Part VI line 11Copies of Form 990 were provided to each member of the board of trustees and to the members of the corporation prior to filing. A formal review process was conducted with each group, with opportunities for questions to be addressed before the return was filed.
Conflict of interest policy compliance Part VI line 12cConflicts of Interest policies and signature pages are distributed yearly to each member of the board of trustees. Signature pages are collected at the office in Des Moines, IA and monitored for completion. Any conflicts of interest that arise pursuant to this process or otherwise throughout the year are to be reported immediately and the remaining members take the appropriate action.
CEO executive director top management comp Part VI line 15aThe organizations Executive Director is employed by the related parent organization, International Chapter of the P.E.O. Sisterhood, and the organization shares her services with the International Chapter. The International Chapter explains on its Form 990 the process for determining the Exec Directors compensation.
Other officer or key employee compensation Part VI line 15bA similar arrangement exists for the Treasurer. (See Part VI, Line 15a)
Governing documents etc available to public Part VI line 19Governing documents, conflicts of interest policies and financial statements are available to members of the corporation only. These items are not available to the general public.
Estimate of average hours per week devoted to related organizations Part VII Col BThe Executive Director and Treasurer of the International Chapter of the P.E.O. Sisterhood also serve in the same capacity for the reporting organization. An estimate of average hours worked each week for reporting and related organizations has been included in column (B). During the 2021 tax year, wages for the Treasurer of $13,189 were reimbursed by P.E.O. Foundation to International Chapter of the P.E.O. Sisterhood. Both Executive Director and Treasurer are considered employees of International Chapter for all tax reporting purposes, and all applicable disclosures have been made on Form 990 for International Chapter of the P.E.O. Sisterhood, EIN 42-0453829.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Intl Chapter PEO Sisterhood
3700 Grand AveDes MoinesIA50312420453829Membership OrgIA501c4N/Afalse
PEO Educational Loan Fund
3700 Grand AveDes MoinesIA50312426078059Loan FundIA501c3false7See Pt VII
PEO Intl Peace Schol Fund
3700 Grand AveDes MoinesIA50312426078058Scholarship FundIA501c3false7See Pt VII
PEO Prog for Continuing Educ
3700 Grand AveDes MoinesIA50312237405311Grant FundIA501c3false7See Pt VII
Cottey College
1000 West AustinNevadaMO64772440545271CollegeMO501c3false2See Pt VII
PEO Scholar Awards
3700 Grand AveDes MoinesIA50312421379026Schol FundIA501c3false7See Pt VII
Cottey College Building Fund
3700 Grand AveDes MoinesIA50312426078016Suppt CollegeIA501c3false12bSee Pt VII
Cottey College Endowment Fund
3700 Grand AveDes MoinesIA50312426078017Endow FundIA501c3false12bSee Pt VII
PEO STAR Scholarship Fund
3700 Grand AveDes MoinesIA50312300583651Schol FundIA501c3false7See Pt VII
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Intl Chapter PEO Sisterhood
o$324,413Cash-FMV
Intl Chapter PEO Sisterhood
p$511,510Cash-FMV
Cottey College
b$1,535,193Cash-FMV
PEO Educational Loan Fund
b$373,413Cash-FMV
PEO Intl Peace Scholarship
b$314,152Cash-FMV
PEO Prog for Continuing Educ
b$1,013,239Cash-FMV
PEO Scholar Awards
b$600,306Cash-FMV
PEO STAR Scholarship Fund
b$688,125Cash-FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceExplanation of information on Schedule RFormAndLineReferenceDesc
ExplanationPart II Lines (1) - (5) pg 1/2 and Lines (1) - (4) pg 2/2, col (f): The direct controlling entity for referenced related organizations is the International Chapter of the P.E.O. Sisterhood. The executive board of this organization either appoints trustees or governs directly for each of the aforementioned related organizations.ExplanationTxt