Minnesota PEO Home Fund (EIN 411223084) - 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

1974

Legal Domicile

Principal Officer

Nancy Danielson

Phone

6128650112

Tax Period

2024-04-01 to 2025-03-31

Minnesota PEO Home Fund, founded in 1974, is a small nonprofit that reported $286K in total revenue in fiscal year 2024. The organization ran a surplus of $88K, a strong 31% operating margin.

Mission

To provide programs to the aged, infirmed or indigent To provide housing and related services for aged, infirmed, or indigent persons who are in need of housing, medical or other basic necessities.

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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 $223,167

Program Service Revenue $0

Investment Income $63,231

Other Revenue $0

TOTAL REVENUE $286,398

Expense Breakdown

Grants Paid $172,756

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $172,756

Other Expenses $25,603

TOTAL EXPENSES $198,359

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,398	$288,173	0.0%
Expenses	$198,359	$178,903	+0.1%
Net Income	$88,039	$109,270	-0.2%

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

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
Bonnie Eernisse	Chair	2.50	Officer Director	$0	$0	$0
Cathy Richardson	Treasurer	2.50	Officer Director	$0	$0	$0
Michele Hitzon	Secretary	2.50	Officer Director	$0	$0	$0
Nancy Danielson	Administrator (treasurer FY25)	2.50	Officer Director	$0	$0	$0
Chris Hulbert	Courtesy Secretary	2.50	Officer Director	$0	$0	$0
Kris Peterson	Ex-officio	2.50	Officer Director	$0	$0	$0
Elizabeth Rohling	Ex-officio	2.50	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	$286,398	$198,359	$1,969,021	$88,039
2024	$288,173	$178,903	$1,880,982	$109,270
2023	$225,277	$217,348	$1,771,712	$7,929
2022	$267,158	$213,428	$1,763,783	$53,730
2021	$321,530	$230,108	$1,710,053	$91,422
2020	$264,083	$327,475	$1,618,631	$-63,392
2019	$227,824	$260,438	$1,682,023	$-32,614

Minnesota PEO Home Fund