2023-08-05T19:32:36-07:00 2023-03-31 990 2022-04-01 953671820 Arizona PEO Project Fund Association ARIZ 6022849890 651 W Silhouette Ridge Pl c/oRoxann Oro Valley AZ 85755 Roxann Wetlaufer ASC Treasurer 5154500843 2023-08-05 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z X X Jean Franovich 1520 Valley Ranch Circle Prescott AZ 86303 471364 0 X www.azpeo.org X 1983 AZ The Arizona P.E.O. Project Fund Association (the "Association") is a nonprofit association organized exclusively for charitable and educational purposes, making distributions to individuals or organizations that qualify as exempt entities under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, or the corresponding provision of any future United States federal income tax law (the "Code"). The following funds are included in the Association: 1) Arizona State Chapter Scholarship Funds - a) Elizabeth LaForce Scholarship and Grant Fund, and b) Jacqueline Dawson Scholarship Fund; and 2) Arizona State Chapter Charitable Funds - a) Faith McKee Fund, and b) Jean Bahde Hillding Endowment Fund. 3 3 0 20 0 0 148484 251282 0 0 8134 12416 207666 156618 471364 42500 79400 0 0 0 0 700 710 43200 80110 113418 391254 258286 649540 0 0 258286 649540 X The Arizona P.E.O. Project Fund Association (the "Association") is a nonprofit association organized exclusively for charitable and educational purposes, making distributions to individuals or organizations that qualify as exempt entities under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, or the corresponding provision of any future United States federal income tax law (the "Code"). The following funds are included in the Association: 1) Arizona State Chapter Scholarship Funds - a) Elizabeth LaForce Scholarship and Grant Fund, and b) Jacqueline Dawson Scholarship Fund; and 2) Arizona State Chapter Charitable Funds - a) Faith McKee Fund, and b) Jean Bahde Hillding Endowment Fund. 1 0 40000 40000 43450 Provided scholarships to eight Arizona women for Fall and eight Arizona women for Spring semesters to attend Cottey College in Nevada, Missouri. 39400 39400 47510 Provided cash payments to 23 Arizona women in need of temporary and emergency assistance. 0 0 0 79400 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 X Roxann Wetlaufer 6022849890 651 W Silhouette Ridge Place Oro Valley AZ 85755 Debra Schmalz Trustee 2.00 0 X 0 0 0 Debbie Hovatter Trustee 2.00 0 X 0 0 0 Molly McNamara Trustee, Member and ASC Organizer 2.00 40.00 X X 0 0 0 Jean Franovich Member and ASC President 2 40 X 0 0 0 Ruth Parker Member and ASC Vice President 2 40 X 0 0 0 Roxann Wetlaufer Member and ASC Treasurer 2 40 X 0 0 0 Barbara H Riesen Member and ASC Secretary 2 30 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 251282 0 251282 0 12416 0 0 12416 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Transfer Faith McKee Fund balance from P.E.O. Sisterhood Arizona State Chapter 900099 109658 109658 0 0 Transfer Jacqueline Dawson Scholarship Fund balance from P.E.O. Sisterhood Arizona State Chapter 900099 98008 98008 0 0 0 0 0 0 207666 471364 207666 0 12416 0 0 79400 79400 700 700 10 10 80110 79400 710 0 0 37965 258286 611575 258286 649540 0 0 X 0 0 0 0 258286 649540 258286 649540 258286 649540 391254 0 0 0 0 0 X 0 1 X 0 0 X 72313 53850 41180 148484 251282 567109 72313 53850 41180 148484 251282 567109 250000 317109 7125 8732 9706 6975 12416 44954 15000 207666 222666 834729 834729 0.37989 0.63446 X Schedule A, Part II, Line 10 2018 - Transfer funds to Elizabeth LaForce Scholarship and Grant Fund from Loretta Walker Fund held by P.E.O. Sisterhood AZ State Chapter. 2022 - Transfer of fund balances for Faith McKee Fund and Jacqueline Dawson Scholarship Fund from P.E.O. Sisterhood AZ State Chapter. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 150050 0 0 0 0 150050 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 471364 0 0 0 0 0 471364 0 0 0 471364 80110 0 0 0 0 0 80110 0 0 0 80110 Schedule D, Part V, Line 4 The Jean Bahde Hillding Endowment Fund provides income for the support of the Faith McKee Fund. Income earned on invested funds will be transferred to the Faith McKee Fund annually. 1 Scholarships from the Elizabeth LaForce Scholarship and Grant Fund to Arizona women attending Cottey College, 1000 W. Austin, Nevada, MO 64772 8 40000 0 Cash payments from the Faith McKee Fund to Arizona women in need 23 39400 Schedule I, Part I, Line 2 Contributions were forwarded to the individual funds within the Arizona P.E.O. Project Fund Association to be used to further the charitable and educational mission of the Association. Reports of these funds are available to all members of the P.E.O. Sisterhood. Scholarship recipients are required to submit proof of enrollment in their educational programs. Scholarships are sent directly to the school according to the school's term system, upon proof of fulltime enrollment for each term. Form 990, Part III, Line 2 Added one new scholarship fund - Jacqueline Dawson Scholarship Fund, and two new charitable funds - Faith McKee Fund and Jean Bahde Hillding Endowment Fund. Form 990, Part VI, Section A, Line 4 The name was changed from the Elizabeth LaForce Scholarship and Grant Fund to the Arizona P.E.O. Project Fund Association and three funds were added by transfer from the P.E.O. Sisterhood AZ State Chapter - Jacqueline Dawson Scholarship Fund, Faith McKee Fund and Jean Bahde Hillding Endowment Fund. Changes were approved on May 15, 2022 at the annual convention of members of the P.E.O. Sisterhood AZ State Chapter. Form 990, Part VI, Section A, Line 6 The Association's members consist of the executive board of the P.E.O. Sisterhood AZ State Chapter. Form 990, Part VI, Section A, Line 7a The President of the P.E.O. Sisterhood AZ State Chapter, with approval by vote of a majority of the Association's members, shall appoint one (1) trustee for a term of three (3) years. Form 990, Part VI, Section A, Line 7b The Association's members appoint a Board of Trustees, consisting of three (3) active members of the P.E.O. Sisterhood AZ State Chapter, which shall manage the business of the Association. Form 990, Part VI, Section B, Line 11b A copy of the final Form 990 was provided to each Member and Trustee of the Association prior to filing. Members and Trustees are asked to review the return and respond with any questions, though no formal review process is currently in place. Form 990, Part VI, Section B, Line 12c Conflict of Interest policies and signature pages are distributed each year to all executive board members of the P.E.O. Sisterhood AZ State Chapter (who are members of the Association) and to any of it's committee members having influence over financial transactions. Signature pages are collected by the state president and monitored for completion. Any conflicts of interest that arise are to be reported immediately to the the affected committee/board and the remaining members vote on the appropriate action. Form 990, Part VI, Section C, Line 19 Governing documents, conflicts of interest policy. and financial statements of the Association are available to members of the P.E.O. Sisterhood AZ State Chapter upon request. These items are not made available to the general public. PEO Sisterhood AZ State Chapter 3700 Grand Avenue Des Moines IA 503122806 866037150 State membership organization IA 501(c)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 PEO Sisterhood AZ State Chapter s 207666 Transfer fund balances of the Jacqueline Dawson Scholarship Fund, the Faith McKee Fund and the Jean Bahde Hillding Endowment Fund from P.E.O. Sisterhood AZ State Chapter to the Association.