PEO Sisterhood NY State Chapter (EIN 146046770) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

Victoria Menna

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood NY State Chapter, founded in 1955, is a small nonprofit that reported $353K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $317K left a modest 10% surplus.

Mission

P.E.O. is a philanthropic organization where women celebrate the advancement of women; educate women through scholarships, grants, awards, loans and stewardship of Cottey College; and motivate each other to achieve their highest aspirations.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $343,211

Program Service Revenue $0

Investment Income $4,233

Other Revenue $5,595

TOTAL REVENUE $353,039

Expense Breakdown

Grants Paid $195,985

Salaries & Benefits $0

Fundraising Expenses $379

Program Expenses $274,662

Other Expenses $120,715

TOTAL EXPENSES $316,700

Year-over-Year Comparison

	2024	2023	Change
Revenue	$353,039	$310,492	+0.1%
Expenses	$316,700	$332,025	0.0%
Net Income	$36,339	$-21,533	-2.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Victoria Menna	President	20.00	Officer Director	$0	$0	$0
Mary DuBois	Vice President	15.00	Officer Director	$0	$0	$0
Julie Cohen	Organizer	5.00	Officer Director	$0	$0	$0
Mary Gannon	Treasurer	5.00	Officer Director	$0	$0	$0
Debora Squire Cullen	Secretary	5.00	Officer Director	$0	$0	$0
Dana Van Roekel	Treasurer Intl Chapter	0.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$353,039	$316,700	$404,094	$36,339
2024	$310,492	$332,025	$367,755	$-21,533
2023	$273,880	$270,267	$389,288	$3,613
2022	$277,917	$223,592	$385,675	$54,325
2021	$271,262	$208,749	$331,350	$62,513

PEO Sisterhood NY State Chapter