ILLINOIS PEO HOME FUND INC (EIN 370697158) - 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

1954

Legal Domicile

Principal Officer

NANCY CALDWELL

Phone

2562705432

Tax Period

2024-04-01 to 2025-03-31

ILLINOIS PEO HOME FUND INC, founded in 1954, is a micro nonprofit that reported $86K in total revenue in fiscal year 2020. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $77K left a modest 11% surplus.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TOWARD HOUSING FOR SENIOR WOMEN IN NEED.

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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 $37,108

Program Service Revenue $0

Investment Income $155,987

Other Revenue $0

TOTAL REVENUE $193,095

Expense Breakdown

Grants Paid $151,908

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,233

Other Expenses $37,485

TOTAL EXPENSES $189,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,095	$91,290	+1.1%
Expenses	$189,393	$114,861	+0.6%
Net Income	$3,702	$-23,571	-1.2%

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

N/A

Volunteers

N/A

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
KARRIE HEARTLEIN	DIRECTOR	10.00	Officer Director	$0	$0	$0
NANCY CALDWELL	PRESIDENT	10.00	Officer Director	$0	$0	$0
SUSIE JASURDA	TREASURER	10.00	Officer Director	$0	$0	$0
AMY PETERSON	SECRETARY	10.00	Officer Director	$0	$0	$0
FRAN BECQUE	VICE PRESIDENT	10.00	Officer Director	$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	$193,095	$189,393	$1,770,359	$3,702
2024	$91,290	$114,861	$1,824,532	$-23,571
2023	$74,402	$218,741	$1,653,068	$-144,339
2022	$341,338	$120,750	$1,930,842	$220,588
2021	$85,624	$76,607	$1,966,649	$9,017

ILLINOIS PEO HOME FUND INC