PEO Sisterhood MN State Chapter (EIN 416031003) - 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

1956

Legal Domicile

Principal Officer

Kris Peterson

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood MN State Chapter, founded in 1956, is a small nonprofit that reported $658K in total revenue in fiscal year 2024. Expenses of $570K left a modest 13% 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 $629,951

Program Service Revenue $0

Investment Income $23,838

Other Revenue $4,022

TOTAL REVENUE $657,811

Expense Breakdown

Grants Paid $335,143

Salaries & Benefits $13,793

Fundraising Expenses $1,023

Program Expenses $515,039

Other Expenses $220,969

TOTAL EXPENSES $569,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$657,811	$645,472	+0.0%
Expenses	$569,905	$580,231	0.0%
Net Income	$87,906	$65,241	+0.3%

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

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
Kris Peterson	President	30.00	Officer Director	$0	$0	$0
Elizabeth Rohling	Vice President	21.00	Officer Director	$0	$0	$0
Carol Jackson	Organizer	3.00	Officer Director	$0	$0	$0
Debbie Dahlberg	Treasurer	3.00	Officer Director	$0	$0	$0
Joelle Crannick	Secretary	4.00	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	$657,811	$569,905	$740,222	$87,906
2024	$645,472	$580,231	$652,316	$65,241
2023	$632,995	$561,571	$587,075	$71,424
2022	$578,183	$669,950	$515,651	$-91,767
2021	$605,536	$401,530	$607,418	$204,006

PEO Sisterhood MN State Chapter