| Return Reference | Explanation |
|---|---|
| Members or stockholder classes and rights Part VI line 6 | The organizations membership consists of active, dues-paying members of the local P.E.O. chapters (approximately 197,000). |
| Member election for additional members Part VI line 7a | Voting members of convention, including local chapter delegates, state/provincial/district (s/p/d) chapter officers and past-presidents of s/p/d chapters (approximately 1,400) attend the biennial convention of International Chapter where new members of the executive board are elected. |
| Governing body decisions Part VI line 7b | Certain proposed amendments to the bylaws of International Chapter of P.E.O. Sisterhood are presented and voted upon at the biennial convention by voting members of convention. |
| Form 990 governing body review Part VI line 11 | Copies of the Form 990 were provided to each member of the audit committee and executive board of the reporting organization prior to filing. A formal review process was conducted with the audit committee, and the executive board was given the opportunity to respond with any questions before the return was filed. |
| Conflict of interest policy compliance Part VI line 12c | Conflict of Interest policies and signature pages are distributed yearly to all executive board members and to all committee members serving the reporting organization. Signature pages are collected by the executive office in Des Moines, Iowa and monitored for completion. Any conflicts of interest that arise pursuant to this process or otherwise throughout the year are to be reported immediately to the affected committee/board and the remaining members take the appropriate action. |
| CEO executive director top management comp Part VI line 15a | The executive director completes an annual self-evaluation and submits it to the executive board. The executive board reviews the completed evaluation and submits responsive comments to the president for the executive director. A summary evaluation is prepared and approved by the executive board. The compensation committee prepares salary and benefits recommendations for discussion and approval by the executive board for the executive director. The compensation committee uses comparability data from online research of like organizations and also uses periodic studies from a consulting group. |
| Other officer or key employee compensation Part VI line 15b | The director of finance/treasurer completes an annual self-evaluation and submits it to the executive director. The director of finance/treasurers salary is recommended by the executive director and reviewed by the compensation committee for approval by the executive board. The compensation committee uses comparability data from online research of like organizations and also uses periodic studies from an outside consulting group. |
| Governing documents etc available to public Part VI line 19 | Governing documents, conflict of interest policies and financial statements are available to members only. These items are not available to the general public. |
| Audited by an independent accountant Part XII line 2b | The organizations financial statements were audited by an independent auditing firm on a consolidated basis with the philanthropic funds of the P.E.O. Sisterhood, excluding Cottey College and P.E.O. Foundation (listed on Schedule R, Part II). |
| Estimate of average hours per week devoted to related organizations Part VII Col B | The executive director and director of finance/treasurer of the reporting organization also serve in the same capacity for the related organizations listed on Schedule R (except Cottey College). An estimate of average hours worked each week for the related organizations has been included in Part VII, Line 1a, column B for each of their respective Form 990s. Other than the P.E.O. Foundation, no wages are paid or reimbursed for either officer from the related organizations. For the 2023 tax year, P.E.O. Foundation did reimburse compensation and benefits of $15,600 for the director of finance/treasurer to the reporting organization. All wages and related benefits for these individuals are paid directly by the reporting organization. |
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