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Nonprofiteer
← P E O FOUNDATION

Form 990 for tax year 2024

Filed by P E O FOUNDATION.

Totals

Total revenue
$20,989,545
Total expenses
$8,997,585
Contributions and grants received
$11,020,172
Grants paid
$8,270,311
Program service revenue
$0
Investment income
$9,967,598
Other revenue
$1,775
Total assets, end of year
$167,812,729
Total liabilities, end of year
$324,918
Net assets or fund balances, end of year
$167,487,811
Program services expenses (Part IX)
$8,628,856
Management and general expenses
$363,090
Fundraising expenses
$5,639
Program service expenses (Part III)
$8,628,856

Program services were 95.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $11,020,172

  • 1g · Noncash contributions included above

    $321,700

  • 3 · Investment income

    total $6,435,601 · excluded $6,435,601

  • 5 · Royalties

    total $1,775 · excluded $1,775

  • 7a · Gross sales of assets other than inventory

    securities $27,428,788

  • 7b · Less cost or other basis and sales expenses

    securities $23,896,791

  • 7c · Gain or loss

    securities $3,531,997

  • 7d · Net gain or loss

    total $3,531,997 · excluded $3,531,997

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,638,014 · program services $4,638,014

  • 2 · Grants to domestic individuals

    total $3,632,297 · program services $3,632,297

  • 7 · Other salaries and wages

    total $324,200 · program services $275,835 · management and general $43,620 · fundraising $4,745

  • 8 · Pension plan contributions

    total $13,002 · program services $11,062 · management and general $1,750 · fundraising $190

  • 9 · Other employee benefits

    total $22,509 · program services $19,151 · management and general $3,029 · fundraising $329

  • 10 · Payroll taxes

    total $25,590 · program services $21,772 · management and general $3,443 · fundraising $375

  • 11c · Fees: accounting

    total $7,800 · management and general $7,800

  • 11f · Fees: investment management

    total $241,999 · management and general $241,999

  • 13 · Office expenses

    total $15,680 · program services $5,227 · management and general $10,453

  • 16 · Occupancy

    total $71,009 · program services $23,670 · management and general $47,339

  • 17 · Travel

    total $5,485 · program services $1,828 · management and general $3,657

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,339,257 · end of year $7,845,048

  • 2 · Savings and temporary cash investments

    beginning of year $14,543,589 · end of year $9,772,508

  • 11 · Investments: publicly traded securities

    beginning of year $117,953,912 · end of year $131,372,485

  • 12 · Investments: other securities

    beginning of year $16,767,093 · end of year $18,822,688

  • 18 · Grants payable

    beginning of year $108,000 · end of year $324,918

  • 29 · Capital stock, trust principal or current funds

    beginning of year $37,497,931 · end of year $41,973,497

  • 31 · Retained earnings, endowment or other funds

    beginning of year $117,997,920 · end of year $125,514,314

Mission and programs · 2024

Mission

To 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.

  • P.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.

    Expenses $8,628,856 · Grants $8,270,311

As filed on the 2024 return.

Listed in Part VII

  • Margaret Rose

    Board of Trustees Chair

    Total calculated
    $0
    Hours/week
    10

  • Jennifer Bream

    Board of Trustees

    Total calculated
    $0
    Hours/week
    5

  • Belinda Hargrove

    Investment Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Ellen Jackson Fox

    Investment Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Jane Henning

    Board of Trustees

    Total calculated
    $0
    Hours/week
    5

  • Stephanie Gunderman

    Investment Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Dana Van Roekel

    Director of FinanceTreasurer

    Total calculated
    $0
    Hours/week
    10 + 30 related

  • Kathy Soppe

    Executive Director

    Total calculated
    $0
    Hours/week
    5 + 35 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202533189349301853

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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