Skip to content
Nonprofiteer
← P E O FOUNDATION

Form 990 for tax year 2023

Filed by P E O FOUNDATION.

Totals

Total revenue
$18,192,348
Total expenses
$8,463,680
Contributions and grants received
$10,301,513
Grants paid
$7,783,325
Program service revenue
$0
Investment income
$7,888,683
Other revenue
$2,152
Total assets, end of year
$155,603,851
Total liabilities, end of year
$108,000
Net assets or fund balances, end of year
$155,495,851
Program services expenses (Part IX)
$8,129,527
Management and general expenses
$329,201
Fundraising expenses
$4,952
Program service expenses (Part III)
$8,129,527

Program services were 96.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Barbara Ann Bowen

    Investment Trustee until 923

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • 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

  • Stephanie Gunderman

    Investment Trustee after 923

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Jane Henning

    Board of Trustees after 923

    Total calculated
    $0
    Hours/week
    5

  • Nicole Berner

    Board of Trustees Chair unti

    Total calculated
    $0
    Hours/week
    9

  • Margaret Rose

    Board of Trustees Chair afte

    Total calculated
    $0
    Hours/week
    10

  • Jennifer Bream

    Board of Trustees

    Total calculated
    $0
    Hours/week
    5

  • 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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413179349304576

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

The source document this was parsed from is served over the API, which is where bulk and document access live.