PEO Sisterhood IN 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

1963

Legal Domicile

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood IN State Chapter, founded in 1963, is a small nonprofit that reported $516K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $748K exceeded revenue, resulting in a 45% operating deficit.

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: $623,416

Program services are accomplished by collecting and forwarding contributions to various P.E.O. projects and scholarships on both the state and notional 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 $499,074

Program Service Revenue $0

Investment Income $12,944

Other Revenue $3,736

TOTAL REVENUE $515,754

Expense Breakdown

Grants Paid $286,868

Salaries & Benefits $5,577

Fundraising Expenses $3,824

Program Expenses $623,416

Other Expenses $455,201

TOTAL EXPENSES $747,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$515,754	$688,176	-0.3%
Expenses	$747,646	$490,305	+0.5%
Net Income	$-231,892	$197,871	-2.2%

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
Charlotte Schwendeman	President	40.00	Officer Director	$0	$0	$0
Mary Drury	Vice President	20.00	Officer Director	$0	$0	$0
Amy Engle	Organizer	30.00	Officer Director	$0	$0	$0
Sarah Nichter	Treasurer	40.00	Officer Director	$0	$0	$0
Ann Satterthwaite	Secretary	20.00	Officer Director	$0	$0	$0
Dana VanRoekel	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	$515,754	$747,646	$410,592	$-231,892
2024	$688,176	$490,305	$642,484	$197,871
2023	$278,756	$363,880	$444,613	$-85,124
2022	$432,898	$366,595	$529,737	$66,303
2021	$431,588	$363,568	$463,434	$68,020