PEO Program for Continuing Education (EIN 237405311) - 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

1973

Legal Domicile

Principal Officer

Dana Van Roekel

Tax Period

2023-07-01 to 2024-06-30

PEO Program for Continuing Education, founded in 1973, is a community nonprofit that reported $5.9M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 35% operating margin.

Mission

To provide need-based grants to qualified women in the United States and Canada whose education has been interrupted and who find it necessary to return to school to support themselves and their families.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,409,059

Program Service Revenue $0

Investment Income $496,866

Other Revenue $37,259

TOTAL REVENUE $5,943,184

Expense Breakdown

Grants Paid $3,783,200

Salaries & Benefits $66,143

Fundraising Expenses $0

Program Expenses $3,851,527

Other Expenses $28,635

TOTAL EXPENSES $3,877,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,943,184	$3,894,310	+0.5%
Expenses	$3,877,978	$3,064,690	+0.3%
Net Income	$2,065,206	$829,620	+1.5%

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
Heidi Harris	Board of Trustees	30.00	Officer Director	$0	$0	$0
Lana Kington	Board of Trustees after 923	20.00	Officer Director	$0	$0	$0
Debbie Dumler	Board of Trustees Chair unti	40.00	Officer Director	$0	$0	$0
Beverly Prewitt	Board of TrusteesChair after	40.00	Officer Director	$0	$0	$0
Dana Van Roekel	Director of FinanceTreasurer	2.00	Officer	$0	$0	$0
Kathy Soppe	Executive Director	2.00	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	No data	No data	No data	No data
2024	$5,943,184	$3,877,978	$13,917,429	$2,065,206
2023	$3,894,310	$3,064,690	$11,852,199	$829,620
2022	$3,626,880	$2,607,824	$11,022,579	$1,019,056
2021	$3,491,825	$2,538,858	$10,003,523	$952,967

PEO Program for Continuing Education