Civic Intelligence

Oregon State Chapter P E O Sisterhood Trust Fund

990 • Fiscal year 2021 • EIN 93-0862641

Apr 01, 2020 to Mar 31, 2021 • Filed on Oct 22, 2021

Organization ProfileWWW.PEOOREGON.ORG
1390 Evah LaneWest Linn, OR 97068

(503) 656-1939

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-10%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

-7.8%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$412,229

Down $47,768 (-10%) from 2020

Net Assets

Down

$412,229

Down $47,768 (-10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin23rd percentile

Revenue

Down

$416,956

Down $35,505 (-7.8%) from 2020

Expenses

Up

$464,724

Up $12,629 (+2.8%) from 2020

Net Income

Down

-$47,768

Down $48,134 (-13151%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$600K$400K$200K$0Assets 2010: $312,310Net Assets 2010: $312,3102010Assets 2011: $366,137Liabilities 2011: $0Net Assets 2011: $366,1372011Assets 2012: $415,061Liabilities 2012: $0Net Assets 2012: $415,0612012Assets 2013: $376,409Liabilities 2013: $0Net Assets 2013: $376,4092013Assets 2014: $393,801Liabilities 2014: $0Net Assets 2014: $393,8012014Assets 2015: $419,835Liabilities 2015: $0Net Assets 2015: $419,8352015Assets 2016: $461,193Liabilities 2016: $0Net Assets 2016: $461,1932016Assets 2017: $448,640Liabilities 2017: $0Net Assets 2017: $448,6402017Assets 2018: $437,051Liabilities 2018: $0Net Assets 2018: $437,0512018Assets 2019: $459,631Liabilities 2019: $0Net Assets 2019: $459,6312019Assets 2020: $459,997Liabilities 2020: $0Net Assets 2020: $459,9972020Assets 2021: $412,229Liabilities 2021: $0Net Assets 2021: $412,2292021Assets 2022: $509,234Liabilities 2022: $0Net Assets 2022: $509,2342022Assets 2023: $500,627Liabilities 2023: $0Net Assets 2023: $500,6272023Assets 2024: $484,520Liabilities 2024: $0Net Assets 2024: $484,5202024Assets 2025: $497,817Liabilities 2025: $0Net Assets 2025: $497,8172025

Highlighted filing

2021

Assets$412,229
Liabilities$0
Net Assets$412,229
Open 2021 Filing

Operations Trend

Revenue Growth40th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $313,349Expenses 2010: $370,302Net Income 2010: -$56,9532010Expenses 2011: $294,5912011Expenses 2012: $396,8942012Expenses 2013: $385,3022013Revenue 2014: $379,301Expenses 2014: $361,909Net Income 2014: $17,3922014Revenue 2015: $405,804Expenses 2015: $379,770Net Income 2015: $26,0342015Revenue 2016: $496,393Expenses 2016: $455,035Net Income 2016: $41,3582016Revenue 2017: $426,099Expenses 2017: $438,652Net Income 2017: -$12,5532017Revenue 2018: $426,833Expenses 2018: $438,422Net Income 2018: -$11,5892018Revenue 2019: $460,411Expenses 2019: $437,831Net Income 2019: $22,5802019Revenue 2020: $452,461Expenses 2020: $452,095Net Income 2020: $3662020Revenue 2021: $416,956Expenses 2021: $464,724Net Income 2021: -$47,7682021Revenue 2022: $511,493Expenses 2022: $414,488Net Income 2022: $97,0052022Revenue 2023: $494,675Expenses 2023: $503,282Net Income 2023: -$8,6072023Revenue 2024: $500,307Expenses 2024: $516,414Net Income 2024: -$16,1072024Revenue 2025: $507,170Expenses 2025: $493,873Net Income 2025: $13,2972025

Highlighted filing

2021

Revenue$416,956
Expenses$464,724
Net Income-$47,768
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Oct 22, 2021
Return Version
2020v4.0
Gross Receipts
$416,956
Mission and Program Overview

Mission

Scholarships for higher education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$221,240$258,385▲ $37,145
Cash and Non-Interest-Bearing Accounts$238,757$153,844▼ $84,913
Total Assets$459,997$412,229▼ $47,768
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$459,194$410,926▼ $48,268
Net Assets Without Donor Restrictions$803$1,303▲ $500
Total Net Assets Fund Balance$459,997$412,229▼ $47,768
Total Liabilities and Net Assets / Fund Balance$459,997$412,229▼ $47,768
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Bunny LewisPresident
Carol HungerfordOrganizer
Chere MooreSecretary
Kathy KreitzbergTreasurer
Lora HeliVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$379,847
Program Service Revenue
$0
Investment Income
$69
Other Revenue
$37,040
All Other Contributions
$379,847
Change in Net Assets
$-47,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$464,075
Other Expenses$649
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$464,075--$464,075
Other Expenses-$649-$649
Total Functional Expenses$464,075$649$0$464,724
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The return is provided to the treasurer electronically for review and is then shared with the remaining board members for review by the entire executive board. Consensus is taken for approval of the document as presented or amended. Ratification of the board approval is conducted at the first board meeting following review and approval.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest documents are completed on an annual basis, copies of which are kept and reviewed by the president. Any apparent conflicts are then addressed.”

Form 990, Page 6, Part VI, Line 18

“Pursuant to the following statement posted on the oregon state chapter website: financial records for the sisterhood (form 990) are available upon request from international chapter p.e.o. Sisterhood. Financial records (form 990 and audit) for oregon state chapter charitable trust are available upon request from the president of oregon state chapter. Documents will be provided upon request by individuals who are not members and would not have access to the website.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Form 990, Part VII

“Members of the board of directors also spend time on a related organization”

Filing and Contact Details

Filer

Filer Name
Oregon State Chapter
EIN
93-0862641
Phone
5036561939
Address
1390 EVAH LANE, WEST LINN, OR 97068
Doing Business As
Peo Sisterhood Charitable Trust

Signing Officer

Name
Kathy Kreitzberg
Title
Treasurer
Phone
5035776657
Signed
2021-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bunny Lewis
Formed
1984
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
6,648

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Sara Hummel
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“All members of oregon state chapter p.e.o. Sisterhood volunteer their time and talents in a variety of ways to earn funds to provide scholarships for women. The osc executive board members volunteer their time to serve as the governing body of oregon state chapter under the guidance of the p.e.o. International by-laws and constitution.”

Raw XML Appendix353 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.

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FUNDS ARE REMITTED TO EDUCATIONAL INSTITUTIONS IN THE NAME OF EACH INDIVIDUAL STUDENT. INSTRUCTIONS ARE INCLUDED WITH THE PAYMENT INDICATING THE PROCEDURES THAT SHOULD BE TAKEN IF THE STUDENT DOES NOT COMPLETE THE INDICATED COURSE OF STUDY. ANY FUNDS LEFT OVER ARE RETURNED TO THE OREGON STATE CHAPTER CHARITABLE TRUST FOR REISSUE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF OREGON STATE CHAPTER P.E.O. SISTERHOOD VOLUNTEER THEIR TIME AND TALENTS IN A VARIETY OF WAYS TO EARN FUNDS TO PROVIDE SCHOLARSHIPS FOR WOMEN. THE OSC EXECUTIVE BOARD MEMBERS VOLUNTEER THEIR TIME TO SERVE AS THE GOVERNING BODY OF OREGON STATE CHAPTER UNDER THE GUIDANCE OF THE P.E.O. INTERNATIONAL BY-LAWS AND CONSTITUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PROVIDED TO THE TREASURER ELECTRONICALLY FOR REVIEW AND IS THEN SHARED WITH THE REMAINING BOARD MEMBERS FOR REVIEW BY THE ENTIRE EXECUTIVE BOARD. CONSENSUS IS TAKEN FOR APPROVAL OF THE DOCUMENT AS PRESENTED OR AMENDED. RATIFICATION OF THE BOARD APPROVAL IS CONDUCTED AT THE FIRST BOARD MEETING FOLLOWING REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST DOCUMENTS ARE COMPLETED ON AN ANNUAL BASIS, COPIES OF WHICH ARE KEPT AND REVIEWED BY THE PRESIDENT. ANY APPARENT CONFLICTS ARE THEN ADDRESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PURSUANT TO THE FOLLOWING STATEMENT POSTED ON THE OREGON STATE CHAPTER WEBSITE: FINANCIAL RECORDS FOR THE SISTERHOOD (FORM 990) ARE AVAILABLE UPON REQUEST FROM INTERNATIONAL CHAPTER P.E.O. SISTERHOOD. FINANCIAL RECORDS (FORM 990 AND AUDIT) FOR OREGON STATE CHAPTER CHARITABLE TRUST ARE AVAILABLE UPON REQUEST FROM THE PRESIDENT OF OREGON STATE CHAPTER. DOCUMENTS WILL BE PROVIDED UPON REQUEST BY INDIVIDUALS WHO ARE NOT MEMBERS AND WOULD NOT HAVE ACCESS TO THE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERS OF THE BOARD OF DIRECTORS ALSO SPEND TIME ON A RELATED ORGANIZATION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OREGON STATE CHAPTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0PEO SISTERHOOD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237030111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DUES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt030894 BELLFOUNTAIN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CORVALLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097333
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0459997
IRS990/TotalAssetsEOYAmt0412229
IRS990/TotalAssetsGrp/BOYAmt0459997
IRS990/TotalAssetsGrp/EOYAmt0412229
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0379847
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0649
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0464075
IRS990/TotalFunctionalExpensesGrp/TotalAmt0464724
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0412229
IRS990/TotalProgramServiceExpensesAmt0464075
IRS990/TotalRevenueGrp/ExclusionAmt069
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037040
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0416956
IRS990/TotalVolunteersCnt06648
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0459997
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0412229
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010350 SW GARDNER CT
IRS990/USAddress/CityNm0TUALATIN
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097062
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PEOOREGON.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KREITZBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035776657
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON STATE CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PEO SISTERHOOD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0930862641
ReturnHeader/Filer/PhoneNum05036561939
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & ROTH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 10086
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097440
ReturnHeader/PreparerPersonGrp/PhoneNum05416872320
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA HUMMEL
ReturnHeader/ReturnTs02021-11-15T12:46:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KREITZBERG
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,229
Liabilities
$0
Net assets
$412,229
Revenue
$416,956
Expenses
$464,724
Net income
-$47,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.98$0.00$4.98$5.07$4.94$0.13
2024Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$5.00$5.16$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$4.95$5.03$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$5.11$4.14$0.97
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$4.17$4.65$0.48
2020Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$4.52$4.52$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$4.60$4.38$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$4.27$4.38$0.12
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$4.26$4.39$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$4.96$4.55$0.41
2015Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$4.06$3.80$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$3.79$3.62$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.00$3.76$3.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.00$4.15$3.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$2.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$3.12$3.13$3.70$0.57