PEO Sisterhood MI State Chapter (EIN 386147687) - 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

1919

Legal Domicile

Principal Officer

Tamara Budd

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood MI State Chapter, founded in 1919, is a small nonprofit that reported $560K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $540K left a modest 4% 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.

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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 $539,592

Program Service Revenue $0

Investment Income $8,553

Other Revenue $11,905

TOTAL REVENUE $560,050

Expense Breakdown

Grants Paid $289,306

Salaries & Benefits $0

Fundraising Expenses $1,265

Program Expenses $457,288

Other Expenses $250,246

TOTAL EXPENSES $539,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$560,050	$500,557	+0.1%
Expenses	$539,552	$494,552	+0.1%
Net Income	$20,498	$6,005	+2.4%

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

N/A

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
Tamara Budd	President	18.00	Officer Director	$0	$0	$0
Beth Lundy	Vice President	15.00	Officer Director	$0	$0	$0
Stacy McGowan	Organizer	18.00	Officer Director	$0	$0	$0
Kimberly Royle	Treasurer	15.00	Officer Director	$0	$0	$0
Elizabeth Tanczos Pressler	Secretary	12.00	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	$560,050	$539,552	$379,034	$20,498
2024	$500,557	$494,552	$358,536	$6,005
2023	$491,863	$505,161	$352,531	$-13,298
2022	$488,109	$385,753	$365,829	$102,356
2021	$472,470	$436,254	$263,473	$36,216

PEO Sisterhood MI State Chapter