Nonprofit · EIN 42-6094564
P E O FOUNDATION
Tax-exempt · DES MOINES, IA 50312
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $20,989,545 | $8,997,585 | $11,991,960 | $167,812,729 | $324,918 | $167,487,811 |
| June 30, 2024 | 990 | $18,192,348 | $8,463,680 | $9,728,668 | $155,603,851 | $108,000 | $155,495,851 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,020,172
- Program service revenue
- $0
- Investment income
- $9,967,598
- Royalties
- $1,775
- Net gain from sales of assets
- $3,531,997
- Other revenue
- $1,775
Expenses
- Grants and similar amounts paid
- $8,270,311
- Other salaries and wages
- $324,200
- Salaries, compensation and benefits (total)
- $385,301
- Professional fundraising fees
- $0
- Accounting fees
- $7,800
- Occupancy
- $71,009
- Travel
- $5,485
- Program services (functional)
- $8,628,856
- Management and general (functional)
- $363,090
- Fundraising (functional)
- $5,639
Balance sheet and other
- Total assets, start of year
- $155,603,851
- Total assets, end of year
- $167,812,729
- Total liabilities, end of year
- $324,918
- Net assets, end of year
- $167,487,811
- Publicly traded securities
- $131,372,485
- Gross receipts
- $44,886,336
- Employees
- 0
- Volunteers
- 2,000
- Year formed
- 1961
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margaret Rose | Board of Trustees Chair Trustee or director, Officer | 10 | $0 |
| Jennifer Bream | Board of Trustees Trustee or director, Officer | 5 | $0 |
| Belinda Hargrove | Investment Trustee Trustee or director, Officer | 1 | $0 |
| Ellen Jackson Fox | Investment Trustee Trustee or director, Officer | 1 | $0 |
| Jane Henning | Board of Trustees Trustee or director, Officer | 5 | $0 |
| Stephanie Gunderman | Investment Trustee Trustee or director, Officer | 1 | $0 |
| Dana Van Roekel | Director of FinanceTreasurer Officer | 10 | $0 |
| Kathy Soppe | Executive Director Officer | 5 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Ann Bowen | Investment Trustee until 923 Trustee or director, Officer | 1 | $0 |
| Belinda Hargrove | Investment Trustee Trustee or director, Officer | 1 | $0 |
| Ellen Jackson Fox | Investment Trustee Trustee or director, Officer | 1 | $0 |
| Stephanie Gunderman | Investment Trustee after 923 Trustee or director, Officer | 1 | $0 |
| Jane Henning | Board of Trustees after 923 Trustee or director, Officer | 5 | $0 |
| Nicole Berner | Board of Trustees Chair unti Trustee or director, Officer | 9 | $0 |
| Margaret Rose | Board of Trustees Chair afte Trustee or director, Officer | 10 | $0 |
| Jennifer Bream | Board of Trustees Trustee or director, Officer | 5 | $0 |
| Dana Van Roekel | Director of FinanceTreasurer Officer | 10 | $0 |
| Kathy Soppe | Executive Director Officer | 5 | $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, Dir of FinanceTreasurer
- Phone
- (515) 255-3153
- Website
- www.peointernational.org
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.
Program accomplishments
- 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
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-6094564
- 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 (B122)
- Assets (IRS master file)
- $167,812,729
- Income (IRS master file)
- $44,886,336
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $20,989,545 | $8,997,585 | $167,812,729 | IRS |
| 990 | June 2024 | $18,192,348 | $8,463,680 | $155,603,851 | XML |
| 990 | June 2023 | $13,082,154 | $7,767,044 | $145,767,183 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 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 42-6094564).
Questions about P E O FOUNDATION
- What is the EIN of P E O FOUNDATION?
- The employer identification number (EIN) of P E O FOUNDATION is 42-6094564.
- Is P E O FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to P E O FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does P E O FOUNDATION 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 FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended June 30, 2025 names Dana Van Roekel.
- Who are the officers and directors of P E O FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does P E O FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $20,989,545, expenses of $8,997,585 and total assets of $167,812,729 at year end.
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- ISU VETERINARY SERVICES CORPORATION EIN 42-6409168 · last filed 990 for 2025
- IOWA MEDICAL EDUCATION COLLABORATIVE EIN 46-0867190 · last filed 990 for 2025
- P E O EDUCATIONAL LOAN FUND EIN 42-6078059 · last filed 990 for 2025
- JOSHUA CHRISTIAN ACADEMY INC EIN 26-3549972 · last filed 990 for 2025
- P E O STAR SCHOLARSHIP EIN 30-0583651 · last filed 990 for 2025