International Chapter PEO Sisterhood

EIN: 420453829

Des Moines, IA

Total Revenue
$8,138,463
Total Expenses
$6,223,802
Total Assets
$89,940,127
Net Assets
$89,787,849
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1869
Legal Domicile
IA
Principal Officer
Dana Van Roekel
Tax Period
2023-07-01 to 2024-06-30

International Chapter PEO Sisterhood, founded in 1869, is a community nonprofit that reported $8.1M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 24% operating margin.

Mission

P.E.O. is a philanthropic organization where women celebrate the advancement of women; educate women through scholarships, grants, awards,loans and stewardship of Cottey College; and motivate each other to achieve their highest aspirations.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,809,849
Program Service Revenue $962,814
Investment Income $1,108,781
Other Revenue $257,019
TOTAL REVENUE $8,138,463

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,082,287
Fundraising Expenses $7,725
Program Expenses $800,797
Other Expenses $4,141,515
TOTAL EXPENSES $6,223,802

Year-over-Year Comparison

2023 2022 Change
Revenue $8,138,463 $5,789,881 +0.4%
Expenses $6,223,802 $3,760,971 +0.7%
Net Income $1,914,661 $2,028,910 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
46
Volunteers
55

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$115,550
Total Directors
6
$0
Key Employees
1
$215,646
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kathy Soppe Executive Director 24.00
Key Emp
$201,743 $13,903 $215,646
Dawn Clayberg Director of IT 30.00
Highest
$115,192 $12,883 $128,075
Steven Elbert IT Systems Architect 30.00
Highest
$107,048 $15,082 $122,130
Dana Van Roekel Director of FinanceTreasurer 19.00
Officer
$104,298 $11,252 $115,550
Timothy Jenkins IT Systems Architect 30.00
Highest
$101,269 $2,604 $103,873
Kathryn Bayne Recording Secretaryafter 92 34.60
Officer Director
$0 $0 $0
Alix Smith First Vice President 39.60
Officer Director
$0 $0 $0
Cathy Moss President after 923 39.60
Officer Director
$0 $0 $0
Kathryn Ebert Second Vice President 31.60
Officer Director
$0 $0 $0
Patricia Brolin-Ribi President until 923 39.60
Officer Director
$0 $0 $0
Jennifer Mitchell Organizer 34.60
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $8,138,463 $6,223,802 $89,940,127 $1,914,661
2023 $5,789,881 $3,760,971 $88,970,016 $2,028,910
2022 $5,248,161 $4,074,876 $85,884,604 $1,173,285
2021 $10,745,611 $3,411,609 $84,707,222 $7,334,002
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