Local Treasurers: Dues, Donations and Annual Reports

• Start early and recruit help from your sisters.
• Each local chapter treasurer should have received an email entitled “P.E.O. International – Dues are Due” from the Executive Office in Des Moines in December with an informative dues notice draft you can edit for your chapter and then email to your members. If you did not receive this, please contact Executive Treasurer Sharon Leatherman at kscpeosharonleatherman@gmail.com
• Please reach out to each sister and encourage her to continue her membership in P.E.O. Even if she cannot participate in meetings, her dues help support our shared mission for the advancement of women through education.

Missing Dues?

• At the last meeting in February, the treasurer may announce the name of any member whose dues have not been received. By vote of the chapter, the treasurer may be authorized to advance dues for the member(s). You do this by closing your books and counting her as active when updating the members in the online process. When you receive the dues from the member, deposit and record them in your new year’s books. (There is a document on peointernational.org called “Explanation of Dues Advancement for Treasurers Record Book Entry” with more information on this policy. Using the search function (magnifying glass), search for “Dues Advancement.”)
• If you are still missing dues as of February 28 and you know the sister wishes to remain active, you may pay those dues with chapter money as outlined above.

Donations

• Donations qualifying for special recognitions (Partners in Peace, Laureate Chapter, etc.) must be received by January 31.
• All other chapter donations must be received by February 28 to be included in the 2024-2025 state gift list.
• Please use the most recent chapter donation form. Donation forms and a document of Frequently Asked Questions about Donations are located under Chapter Resources/Local Chapter Officers at peokansas.org.

Annual Reports

• Your president will receive a mailing in late January that includes additional Kansas information/forms for the chapter treasurer.
• To prepare now, you should collect dues, be sure your donations are sent in time, and get your checkbook register and spreadsheets up-to-date and balanced (except for the last check for dues and fees).
• The Annual Report training video will be posted to the P.E.O. International website after February 1. The chapter president and treasurer will also receive emails with additional information.
• NEW THIS YEAR: Between January 1 and February 24, local chapter corresponding secretaries will receive an email with instructions to review and update their Membership Roster on the P.E.O. International website. This review is in advance of the electronic submittal of the annual report in March and completes the corresponding secretary’s annual report duties.
• THEN: Notification by email will be sent to the president and treasurer on March 1 to begin the annual report. The president and treasurer will complete the electronic annual report from March 1-10. The treasurer begins the process by completing the chapter Membership Roster, Dues Form and IRS-LC and the president follows with review and approval.
• An envelope for mailing the dues and fees check will be included in the Kansas winter mailing to your president. Please include a copy of your final Local Chapter Dues Form in the envelope.