PEO Sisterhood WI State Chapter (EIN 396127570) - 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

1917

Legal Domicile

Principal Officer

Ellie Orbison

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood WI State Chapter, founded in 1917, is a small nonprofit that reported $664K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $565K left a modest 15% 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 $547,484

Program Service Revenue $0

Investment Income $106,926

Other Revenue $9,348

TOTAL REVENUE $663,758

Expense Breakdown

Grants Paid $320,389

Salaries & Benefits $17,139

Fundraising Expenses $828

Program Expenses $499,373

Other Expenses $227,577

TOTAL EXPENSES $565,105

Year-over-Year Comparison

	2024	2023	Change
Revenue	$663,758	$715,009	-0.1%
Expenses	$565,105	$709,521	-0.2%
Net Income	$98,653	$5,488	+17.0%

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
Ellie Orbison	President	40.00	Officer Director	$0	$0	$0
Rachel Haggarty	Vice President	25.00	Officer Director	$0	$0	$0
Jodi Jacobson	Organizer	10.00	Officer Director	$0	$0	$0
Denean Smith	Treasurer	25.00	Officer Director	$0	$0	$0
Amy Kalmon	Secretary	10.00	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	$663,758	$565,105	$569,255	$98,653
2024	$715,009	$709,521	$470,602	$5,488
2023	$360,512	$541,907	$465,114	$-181,395
2022	$509,188	$464,005	$646,509	$45,183
2021	$476,604	$463,685	$601,326	$12,919

PEO Sisterhood WI State Chapter