PEO STAR Scholarship (EIN 300583651) - 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

2009

Legal Domicile

Principal Officer

Dana Van Roekel

Tax Period

2023-07-01 to 2024-06-30

PEO STAR Scholarship, founded in 2009, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $2.5M left a modest 14% surplus.

Mission

To provide educational scholarships for outstanding graduating high school women in the United States and Canada to pursue a higher education.

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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 $2,603,934

Program Service Revenue $0

Investment Income $367,643

Other Revenue $2,484

TOTAL REVENUE $2,974,061

Expense Breakdown

Grants Paid $2,447,500

Salaries & Benefits $63,850

Fundraising Expenses $7,249

Program Expenses $2,499,518

Other Expenses $35,814

TOTAL EXPENSES $2,547,164

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,974,061	$2,572,945	+0.2%
Expenses	$2,547,164	$2,299,786	+0.1%
Net Income	$426,897	$273,159	+0.6%

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
Rene Rickabaugh	Board of Trustees after 923	17.00	Officer Director	$0	$0	$0
Sue Barker	Board of Trustees	10.00	Officer Director	$0	$0	$0
Isabella DuBois Wattles	Board of Trustees	10.00	Officer Director	$0	$0	$0
Jayme Resnik	Board of Trustees Chair unti	11.00	Officer Director	$0	$0	$0
Susan Smith	Board of Trustees	15.00	Officer Director	$0	$0	$0
Sheri Bailey	Board of Trustees Chair afte	13.00	Officer Director	$0	$0	$0
Kathy Soppe	Executive Director	2.00	Officer	$0	$0	$0
Dana Van Roekel	Director of FinanceTreasurer	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	$2,974,061	$2,547,164	$9,461,256	$426,897
2023	$2,572,945	$2,299,786	$9,034,359	$273,159
2022	$2,567,736	$2,305,608	$8,761,200	$262,128
2021	$2,105,267	$2,191,922	$8,499,072	$-86,655

PEO STAR Scholarship