Civic Intelligence

Minnesota Peo Home Fund

990 • Fiscal year 2023 • EIN 41-1223084

Apr 01, 2022 to Mar 31, 2023 • Filed on Aug 08, 2023

Organization ProfileN/A
100 24th St NWAustin, MN 55912

(507) 437-3159

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

49th percentile

3.5%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

38th percentile

0.4%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,771,712

Up $7,929 (+0.4%) from 2022

Net Assets

Up

$1,771,712

Up $7,929 (+0.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin49th percentile

Revenue

Down

$225,277

Down $41,881 (-16%) from 2022

Expenses

Up

$217,348

Up $3,920 (+1.8%) from 2022

Net Income

Down

$7,929

Down $45,801 (-85%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,343,631Liabilities 2012: $0Net Assets 2012: $1,343,6312012Assets 2013: $1,515,513Liabilities 2013: $0Net Assets 2013: $1,515,5132013Assets 2014: $1,569,235Liabilities 2014: $0Net Assets 2014: $1,569,2352014Assets 2015: $1,674,666Liabilities 2015: $0Net Assets 2015: $1,674,6662015Assets 2016: $1,675,515Liabilities 2016: $0Net Assets 2016: $1,675,5152016Assets 2017: $1,725,000Liabilities 2017: $0Net Assets 2017: $1,725,0002017Assets 2018: $1,714,637Liabilities 2018: $0Net Assets 2018: $1,714,6372018Assets 2019: $1,682,023Liabilities 2019: $0Net Assets 2019: $1,682,0232019Assets 2020: $1,618,631Liabilities 2020: $0Net Assets 2020: $1,618,6312020Assets 2021: $1,710,053Liabilities 2021: $0Net Assets 2021: $1,710,0532021Assets 2022: $1,763,783Liabilities 2022: $0Net Assets 2022: $1,763,7832022Assets 2023: $1,771,712Liabilities 2023: $0Net Assets 2023: $1,771,7122023Assets 2024: $1,880,982Liabilities 2024: $0Net Assets 2024: $1,880,9822024Assets 2025: $1,969,021Liabilities 2025: $0Net Assets 2025: $1,969,0212025

Highlighted filing

2023

Assets$1,771,712
Liabilities$0
Net Assets$1,771,712
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: $199,901Expenses 2012: $174,991Net Income 2012: $24,9102012Revenue 2013: $324,643Expenses 2013: $152,761Net Income 2013: $171,8822013Revenue 2014: $233,204Expenses 2014: $179,482Net Income 2014: $53,7222014Revenue 2015: $253,690Expenses 2015: $148,259Net Income 2015: $105,4312015Revenue 2016: $154,447Expenses 2016: $153,598Net Income 2016: $8492016Revenue 2017: $222,078Expenses 2017: $172,593Net Income 2017: $49,4852017Revenue 2018: $226,220Expenses 2018: $236,583Net Income 2018: -$10,3632018Revenue 2019: $227,824Expenses 2019: $260,438Net Income 2019: -$32,6142019Revenue 2020: $264,083Expenses 2020: $327,475Net Income 2020: -$63,3922020Revenue 2021: $321,530Expenses 2021: $230,108Net Income 2021: $91,4222021Revenue 2022: $267,158Expenses 2022: $213,428Net Income 2022: $53,7302022Revenue 2023: $225,277Expenses 2023: $217,348Net Income 2023: $7,9292023Revenue 2024: $288,173Expenses 2024: $178,903Net Income 2024: $109,2702024Revenue 2025: $286,398Expenses 2025: $198,359Net Income 2025: $88,0392025

Highlighted filing

2023

Revenue$225,277
Expenses$217,348
Net Income$7,929
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Aug 8, 2023
Return Version
2022v5.0
Gross Receipts
$727,865
Mission and Program Overview

Mission

To provide programs to the aged, infirmed or indigent To provide housing and related services for aged, infirmed, or indigent persons who are in need of housing, medical or other basic necessities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,398,882$1,340,665▼ $58,217
Savings and Temporary Cash Investments$309,727$374,703▲ $64,976
Cash and Non-Interest-Bearing Accounts$55,174$56,344▲ $1,170
Total Assets$1,763,783$1,771,712▲ $7,929
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,743,783$1,751,712▲ $7,929
Net Assets With Donor Restrictions$20,000$20,000→ $0
Total Net Assets Fund Balance$1,763,783$1,771,712▲ $7,929
Total Liabilities and Net Assets / Fund Balance$1,763,783$1,771,712▲ $7,929
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jan BrionesPresident
Cathy RichardsonAministrator
Nancy DanielsonCourtesy Secretary
Jane HenningEx-officio
Jenn LanthiarEx-officio
Bonnie ErnesseSecretary
Jamie BrionesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200,630
Program Service Revenue
$0
Investment Income
$24,647
Other Revenue
$0
All Other Contributions
$195,263
Change in Net Assets
$7,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$194,503
Other Expenses$22,845
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$194,503--$194,503
Other Expenses$0$20,225$0$20,225
Office Expenses$0$1,520$0$1,520
Fees for Services Accounting$0$1,100$0$1,100
Total Functional Expenses$194,503$22,845$0$217,348
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

“Nancy Danielson 18088 Cattail Court Eden Prairie MN 55436”

Form 990, Part VI, Line 9

“Jamie Briones 9642 198th Street West Lakeville MN 55044”

Form 990, Part VI, Line 9

“Jan Briones 1434 Ridgeview Drive Montevideo MN 56265”

Form 990, Part VI, Line 9

“Cathy Richardson 100 24th St NW Austin MN 55912”

Form 990, Part VI, Line 9

“Bonnie Eernisse 13808 Maryland Ave Savage MN 55378”

Filing and Contact Details

Filer

Filer Name
Minnesota PEO Home Fund
EIN
41-1223084
Phone
5074373159
Address
100 24th St NW, Austin, MN 55912

Signing Officer

Name
Cathy Richardson
Title
Treasurer
Phone
5074373159
Signed
2023-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathy Richardson
Formed
1974
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Sterle & Co Ltd
Address
522 E HOWARD ST STE 207, HIBBING, MN 55746
Preparer
Bonnie Sterle
Phone
2182625525
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The members of the Organization consist of the Executive Board of the Minnesota State Chapter PEO Sisterhood”

Pt VI, Line 7A

“The Board is chosen by the in-coming state president and selected from various regions in the state. Board members service for 5 years with one member being replaced each year.”

Pt VI, Line 11B

“The Form 990 is approved at a meeting of the Board and signed by an officer. The Treasurer is the primary officer responsible for the Form 990.”

Pt VI, Line 19

“The Organization submits the Form to the MN Attorney General's Office as part of its annual filing. This information is open to public inspection through that website. The information is also made public upon request. The financial reports and Form 990 are also available at the annual meeting.”

Pt VI, Line 12C

“The Organization requires disclosure by the members and the forms are kept on file.”

Raw XML AppendixShowing 400 of 422 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide programs to the aged, infirmed or indigent To provide housing and related services for aged, infirmed, or indigent persons who are in need of housing, medical or other basic necessities.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0195263
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Cathy Richardson
IRS990/BooksInCareOfDetail/PhoneNum05074373159
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 24th St NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055912
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt055174
IRS990/CashNonInterestBearingGrp/EOYAmt056344
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0200630
IRS990/CYGrantsAndSimilarPaidAmt0194503
IRS990/CYInvestmentIncomeAmt024647
IRS990/CYOtherExpensesAmt022845
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt07929
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0217348
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0225277
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Program services represent grants to individuals who are aged, infirmed, or indigent and are in need of housing, medical treatment and other basic necessities
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt020000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt020000
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0194503
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01100
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt01100
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Jan Briones
IRS990/Form990PartVIISectionAGrp/PersonNm1Jamie Briones
IRS990/Form990PartVIISectionAGrp/PersonNm2Bonnie Ernesse
IRS990/Form990PartVIISectionAGrp/PersonNm3Nancy Danielson
IRS990/Form990PartVIISectionAGrp/PersonNm4Cathy Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm5Jenn Lanthiar
IRS990/Form990PartVIISectionAGrp/PersonNm6Jane Henning
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Courtesy Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Aministrator
IRS990/Form990PartVIISectionAGrp/TitleTxt5Ex-officio
IRS990/Form990PartVIISectionAGrp/TitleTxt6Ex-officio
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-19887
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0194503
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0194503
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0194503
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0482701
IRS990/GrossReceiptsAmt0727865
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt044534
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044534
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01398882
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01340665
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0502588
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05367
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide programs to the aged, infirmed or indigent To provide housing and related services for aged, infirmed, or indigent persons who are in need of housing, medical or other basic necessities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01763783
IRS990/NetAssetsOrFundBalancesEOYAmt01771712
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-19887
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-19887
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01743783
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01751712
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01520
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt01520
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Investment fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020225
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt020225
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Cathy Richardson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0173872
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0190344
IRS990/PYInvestmentIncomeAmt093286
IRS990/PYOtherExpensesAmt023084
IRS990/PYRevenuesLessExpensesAmt053730
IRS990/PYTotalExpensesAmt0213428
IRS990/PYTotalRevenueAmt0267158
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt07929
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0225277
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0309727
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0374703
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Minnesota PEO Home Fund provides grants for housing, medical treatment and care and necessities of life for aged, infirm, and indigent Minnesota residents. The Home Fund also provides grants and contributions for the support of projects of the International Chapter, PEO Sisterhood. The Home Fund is a project fund of the Minnesota State Chapter, PEO Sisterhood. It provides all its support and grants in relation to that supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Home Fund is administered by a five member Board of Trustees along with 2 Ex-Officio members from the State Chapter. The members are appointed by the State Chapter President. The trustees review and determine the status of applications; provide programs, such as printed materials and video tapes, and respond to requests for information relative to the Home Fund. The Home Fund was established as a project fund of the Minnesota State Chapter, PEO Sisterhood.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Minnesota State Chapter, PEO Sisterhood is a 501(c)4 organization organized to promote educational opportunites for women. The Home Fund obtained information directly from the State Chapter.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The Home Fund is administered by a five member Board of Trustees along with 2 Ex-Officio members from the State Chapter. They ensure that all support is used exclusively for the charitable purposes designed.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec E Ln 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt IV Sec E Ln 2b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Pt IV Sec A Ln 3b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Pt IV Sec A Ln 3c
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0416031003
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0194503
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Minnesota State PEO Sisterhood
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0194503
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0194503
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Housing, medical, basic needs
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt061
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A committee is established to review the applications and needs of those applying for assistance.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The members of the Organization consist of the Executive Board of the Minnesota State Chapter PEO Sisterhood
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board is chosen by the in-coming state president and selected from various regions in the state. Board members service for 5 years with one member being replaced each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is approved at a meeting of the Board and signed by an officer. The Treasurer is the primary officer responsible for the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization submits the Form to the MN Attorney General's Office as part of its annual filing. This information is open to public inspection through that website. The information is also made public upon request. The financial reports and Form 990 are also available at the annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization requires disclosure by the members and the forms are kept on file.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Nancy Danielson 18088 Cattail Court Eden Prairie MN 55436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Jamie Briones 9642 198th Street West Lakeville MN 55044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Jan Briones 1434 Ridgeview Drive Montevideo MN 56265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Cathy Richardson 100 24th St NW Austin MN 55912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bonnie Eernisse 13808 Maryland Ave Savage MN 55378
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part VI, Line 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PEO Sisterhood MN State Chapter
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0416031003
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Women's organization supporting philanthropic PEO projects
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01817 E 2nd Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Duluth
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055812
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01763783
IRS990/TotalAssetsEOYAmt01771712
IRS990/TotalAssetsGrp/BOYAmt01763783
IRS990/TotalAssetsGrp/EOYAmt01771712
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0200630
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022845
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0194503
IRS990/TotalFunctionalExpensesGrp/TotalAmt0217348
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01763783
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01771712
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0194503
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024647
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0225277
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01763783
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01771712
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 24th ST NW
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055912
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05074373159
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Minnesota PEO Home Fund
ReturnHeader/Filer/BusinessNameControlTxt0MINN
ReturnHeader/Filer/EIN0411223084

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,771,712
Liabilities
$0
Net assets
$1,771,712
Revenue
$225,277
Expenses
$217,348
Net income
$7,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$0.29$0.20$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.29$0.18$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.23$0.22$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.27$0.21$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.32$0.23$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.26$0.33$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.23$0.26$0.03
2018Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$0.23$0.24$0.01
2017Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.22$0.17$0.05
2016Summary only. Only limited summary data is available for this year.$1.68$0.00$1.68$0.15$0.15$0.00
2015Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.25$0.15$0.11
2014Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.23$0.18$0.05
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.32$0.15$0.17
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.20$0.17$0.02