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Nonprofit · EIN 42-6078059

P E O EDUCATIONAL LOAN FUND

Tax-exempt · DES MOINES, IA 50312

Financials

$5.8M$429K2023$5.3M$635K2024
Revenue Expenses · by fiscal year end
Financials of P E O EDUCATIONAL LOAN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$5,323,634$634,925$4,688,709$99,155,952$0$99,155,952
June 30, 2024990$5,775,594$428,812$5,346,782$94,467,243$0$94,467,243
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,820,917
Program service revenue
$601,358
Investment income
$2,901,359
Net gain from sales of assets
$872,827
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$169,280
Salaries, compensation and benefits (total)
$195,993
Professional fundraising fees
$0
Accounting fees
$4,000
Occupancy
$5,534
Travel
$8,616
Program services (functional)
$436,161
Management and general (functional)
$194,490
Fundraising (functional)
$4,274

Balance sheet and other

Total assets, start of year
$94,467,243
Total assets, end of year
$99,155,952
Total liabilities, end of year
$0
Net assets, end of year
$99,155,952
Publicly traded securities
$40,278,092
Gross receipts
$11,080,821
Employees
0
Volunteers
56
Year formed
1907
State of legal domicile
IA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Marti RamseyBoard of Trustees
Trustee or director, Officer
12$0
Laurel AndrewBoard of Trustees Chair until 924
Trustee or director, Officer
3$0
Stephanie HaltonBoard of Trustees Chair after 924
Trustee or director, Officer
15$0
Pauline NygaardBoard of Trustees
Trustee or director, Officer
10$0
Harpreet SareenBoard of Trustees
Trustee or director, Officer
8$0
Sue MillerBoard of Trustees
Trustee or director, Officer
7$0
Jennifer LanthierBoard of Trustees after 924
Trustee or director, Officer
6$0
Dana Van RoekelDirector of FinanceTreasurer
Officer
2$0
Kathy SoppeExecutive Director
Officer
2$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
Pauline NygaardBoard of Trustees
Trustee or director, Officer
8$0
Stephanie HaltonBoard of Trustees
Trustee or director, Officer
15$0
Sue MillerBoard of Trustees after 923
Trustee or director, Officer
6$0
Harpreet SareenBoard of Trustees
Trustee or director, Officer
8$0
Laurel AndrewBoard of Trustees Chair afte
Trustee or director, Officer
16$0
Marti RamseyBoard of Trustees
Trustee or director, Officer
12$0
Nanci RosensteelBoard of Trustees Chair unti
Trustee or director, Officer
3$0
Dana Van RoekelDirector of FinanceTreasurer
Officer
2$0
Kathy SoppeExecutive Director
Officer
2$0

Address and contacts

Address (IRS master file)
3700 GRAND AVE, DES MOINES, IA 50312-2806
In care of
% DANA VAN ROEKEL
Principal officer (990 for 2024)
Dana Van Roekel, 3700 Grand Ave, Des Moines, IA 503122806
Signed the 990
DANA VAN ROEKEL, Director of FinanceTreas
Phone
(515) 255-3153

Mission

To provide financial assistance in the form of low interest loans to qualified women students who are pursuing higher education.

990 for the year ended June 30, 2025

Program accomplishments

  • Loans totaling $14,195,100 were approved during the year for 822 women; 5,166 were outstanding at year end with an aggregate balance of $45,001,540. Maximum loan for any woman is $25,000. Principal payments during the year totalled $8,665,404.
    Expenses $436,161

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
42-6078059
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1962
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$99,155,952
Income (IRS master file)
$11,080,821

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$5,323,634$634,925$99,155,952XML
990June 2024$5,775,594$428,812$94,467,243XML
990June 2023$3,948,036$407,883$89,120,461IRS
990June 2022–––IRS
990June 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6078059).

Questions about P E O EDUCATIONAL LOAN FUND

What is the EIN of P E O EDUCATIONAL LOAN FUND?
The employer identification number (EIN) of P E O EDUCATIONAL LOAN FUND is 42-6078059.
Is P E O EDUCATIONAL LOAN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to P E O EDUCATIONAL LOAN FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does P E O EDUCATIONAL LOAN FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of P E O EDUCATIONAL LOAN FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did P E O EDUCATIONAL LOAN FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of P E O EDUCATIONAL LOAN FUND?
The 990 for the year ended June 30, 2025 names Dana Van Roekel.
Who are the officers and directors of P E O EDUCATIONAL LOAN FUND?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does P E O EDUCATIONAL LOAN FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $5,323,634, expenses of $634,925 and total assets of $99,155,952 at year end.

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