PEO Sisterhood IL State Chapter (EIN 370635727) - 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

1949

Legal Domicile

Principal Officer

Nancy Caldwell

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood IL State Chapter, founded in 1949, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.5M left a modest 7% surplus.

Mission

P.E.O. is a philanthropic organization where women celebrate the advancement of women; educate women through scholarships, grants, 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 $1,540,448

Program Service Revenue $0

Investment Income $31,695

Other Revenue $51,521

TOTAL REVENUE $1,623,664

Expense Breakdown

Grants Paid $946,355

Salaries & Benefits $23,790

Fundraising Expenses $1,123

Program Expenses $1,370,439

Other Expenses $541,627

TOTAL EXPENSES $1,511,772

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,623,664	$1,560,795	+0.0%
Expenses	$1,511,772	$1,531,443	0.0%
Net Income	$111,892	$29,352	+2.8%

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
Nancy Caldwell	President	25.00	Officer Director	$0	$0	$0
Fran Becque	Vice President	25.00	Officer Director	$0	$0	$0
Karrie Heartlein	Organizer	25.00	Officer Director	$0	$0	$0
Susie Jasurda	Treasurer	25.00	Officer Director	$0	$0	$0
Amy Peterson	Secretary	25.00	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	$1,623,664	$1,511,772	$1,246,160	$111,892
2024	$1,560,795	$1,531,443	$1,134,268	$29,352
2023	$1,223,757	$1,256,043	$1,104,916	$-32,286
2022	$1,281,719	$1,172,644	$1,137,202	$109,075
2021	$1,277,382	$1,111,864	$1,028,127	$165,518

PEO Sisterhood IL State Chapter