PEO Sisterhood OH State Chapter

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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

1927

Legal Domicile

Principal Officer

Kristen Gebhardt

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood OH State Chapter, founded in 1927, is a small nonprofit that reported $744K in total revenue in fiscal year 2024. Expenses of $702K 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.

Program Service Accomplishments

Program 1

Expenses: $599,661

Program services are accomplished by collecting and forwarding contributions to various P.E.O. projects and scholarships on both the state and national levels; no specific statistics are available.

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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 $665,086

Program Service Revenue $0

Investment Income $0

Other Revenue $78,682

TOTAL REVENUE $743,768

Expense Breakdown

Grants Paid $418,115

Salaries & Benefits $8,252

Fundraising Expenses $817

Program Expenses $599,661

Other Expenses $275,700

TOTAL EXPENSES $702,067

Year-over-Year Comparison

	2024	2023	Change
Revenue	$743,768	$695,718	+0.1%
Expenses	$702,067	$701,354	+0.0%
Net Income	$41,701	$-5,636	-8.4%

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

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
Kristen Gebhardt	President	40.00	Officer Director	$0	$0	$0
Kathryn Klopp Osborne	Vice President	30.00	Officer Director	$0	$0	$0
Angela Castleberry	Organizer	30.00	Officer Director	$0	$0	$0
Kristin Rogers	Treasurer	30.00	Officer Director	$0	$0	$0
Elizabeth Golik	Secretary	30.00	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	$743,768	$702,067	$241,612	$41,701
2024	$695,718	$701,354	$199,911	$-5,636
2023	$582,642	$590,551	$205,547	$-7,909
2022	$529,295	$542,614	$213,456	$-13,319
2021	$508,007	$456,594	$226,775	$51,413