PEO Sisterhood PA State Chapter (EIN 236287438) - 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

1938

Legal Domicile

Principal Officer

Julie Lewis

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood PA State Chapter, founded in 1938, is a small nonprofit that reported $352K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $331K left a modest 6% 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 $336,953

Program Service Revenue $0

Investment Income $4,378

Other Revenue $10,658

TOTAL REVENUE $351,989

Expense Breakdown

Grants Paid $205,738

Salaries & Benefits $0

Fundraising Expenses $1,603

Program Expenses $295,464

Other Expenses $125,070

TOTAL EXPENSES $330,808

Year-over-Year Comparison

	2024	2023	Change
Revenue	$351,989	$456,387	-0.2%
Expenses	$330,808	$537,799	-0.4%
Net Income	$21,181	$-81,412	-1.3%

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

100

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
Julie Lewis	President	25.00	Officer Director	$0	$0	$0
Nancy Karras	Vice President	25.00	Officer Director	$0	$0	$0
Joyce ONeil	Organizer	30.00	Officer Director	$0	$0	$0
Nancy Hill	Treasurer	25.00	Officer Director	$0	$0	$0
Melissa Johnston	Secretary	20.00	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	$351,989	$330,808	$223,866	$21,181
2024	$456,387	$537,799	$202,685	$-81,412
2023	$291,007	$321,367	$284,097	$-30,360
2022	$319,598	$262,730	$314,457	$56,868
2021	$308,645	$265,462	$257,589	$43,183

PEO Sisterhood PA State Chapter