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Nonprofiteer
← P E O STAR SCHOLARSHIP

Form 990 for tax year 2023

Filed by P E O STAR SCHOLARSHIP.

Totals

Total revenue
$2,974,061
Total expenses
$2,547,164
Contributions and grants received
$2,603,934
Grants paid
$2,447,500
Program service revenue
$0
Investment income
$367,643
Other revenue
$2,484
Total assets, end of year
$9,461,256
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,461,256
Program services expenses (Part IX)
$2,499,518
Management and general expenses
$40,397
Fundraising expenses
$7,249
Program service expenses (Part III)
$2,499,518

Program services were 98.1% 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.

  • 1d · Related organizations

    $681,462

  • 1f · All other contributions, gifts and grants

    $1,922,472

  • 3 · Investment income

    total $242,154 · excluded $242,154

  • 7a · Gross sales of assets other than inventory

    securities $1,294,320

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

    securities $1,168,831

  • 7c · Gain or loss

    securities $125,489

  • 7d · Net gain or loss

    total $125,489 · excluded $125,489

  • 11a · Other revenue: Exchange Currency

    total $2,484 · excluded $2,484

  • 11e · Other revenue, total

    $2,484

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,420,000 · program services $2,420,000

  • 3 · Grants to foreign organizations and individuals

    total $27,500 · program services $27,500

  • 7 · Other salaries and wages

    total $50,754 · program services $34,296 · management and general $10,696 · fundraising $5,762

  • 8 · Pension plan contributions

    total $3,200 · program services $2,163 · management and general $674 · fundraising $363

  • 9 · Other employee benefits

    total $5,891 · program services $3,981 · management and general $1,241 · fundraising $669

  • 10 · Payroll taxes

    total $4,005 · program services $2,706 · management and general $844 · fundraising $455

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 11f · Fees: investment management

    total $8,200 · management and general $8,200

  • 13 · Office expenses

    total $14,933 · program services $4,978 · management and general $9,955

  • 16 · Occupancy

    total $1,904 · program services $635 · management and general $1,269

  • 17 · Travel

    total $9,777 · program services $3,259 · management and general $6,518

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,092,688 · end of year $2,392,703

  • 2 · Savings and temporary cash investments

    beginning of year $965,080 · end of year $852,390

  • 11 · Investments: publicly traded securities

    beginning of year $5,377,069 · end of year $5,599,630

  • 12 · Investments: other securities

    beginning of year $599,522 · end of year $616,533

  • 29 · Capital stock, trust principal or current funds

    beginning of year $7,018,158 · end of year $7,398,650

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,016,201 · end of year $2,062,606

Mission and programs · 2023

Mission

To provide educational scholarships for outstanding graduating high school women in the United States and Canada to pursue a higher education.

  • 985 scholarships were awarded during the year, totaling $2,447,500. The maximum award is $2,500.

    Expenses $2,499,518 · Grants $2,447,500

As filed on the 2023 return.

Listed in Part VII

  • Rene Rickabaugh

    Board of Trustees after 923

    Total calculated
    $0
    Hours/week
    17

  • Sue Barker

    Board of Trustees

    Total calculated
    $0
    Hours/week
    10

  • Isabella DuBois Wattles

    Board of Trustees

    Total calculated
    $0
    Hours/week
    10

  • Jayme Resnik

    Board of Trustees Chair unti

    Total calculated
    $0
    Hours/week
    11

  • Susan Smith

    Board of Trustees

    Total calculated
    $0
    Hours/week
    15

  • Sheri Bailey

    Board of Trustees Chair afte

    Total calculated
    $0
    Hours/week
    13

  • Kathy Soppe

    Executive Director

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • Dana Van Roekel

    Director of FinanceTreasurer

    Total calculated
    $0
    Hours/week
    2 + 38 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

No itemized grants to organizations on this return.

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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202403179349304665

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