PEO Sisterhood Chapter BA-WI

EIN: 396107747

Des Moines, IA

Total Revenue
$226,206
Total Expenses
$204,585
Total Assets
$23,417
Net Assets
$23,417
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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
1948
Legal Domicile
IA
Tax Period
2020-03-01 to 2021-02-28

PEO Sisterhood Chapter BA-WI, founded in 1948, is a small nonprofit that reported $226K in total revenue in fiscal year 2020. Expenses of $205K left a modest 10% 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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $224,844
Program Service Revenue $0
Investment Income $1,362
Other Revenue $0
TOTAL REVENUE $226,206

Expense Breakdown

Grants Paid $202,712
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $203,944
Other Expenses $1,873
TOTAL EXPENSES $204,585

Year-over-Year Comparison

2020 2019 Change
Revenue $226,206 N/A N/A
Expenses $204,585 N/A N/A
Net Income $21,621 N/A N/A
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
11

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Denise Robson Treasurer 2.00
Officer
$0 $0 $0
Verna Lalk Corresponding Secretary 2.00
Officer
$0 $0 $0
Barbara Berres President 2.00
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
2021 $226,206 $204,585 $23,417 $21,621
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