PEO Scholar Awards (EIN 421379026) - 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

1991

Legal Domicile

Principal Officer

Dana Van Roekel

Tax Period

2023-07-01 to 2024-06-30

PEO Scholar Awards, founded in 1991, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $692K, a strong 24% operating margin.

Mission

To provide educational awards to qualified women who are pursuing a doctoral level degree.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,372,745

Program Service Revenue $0

Investment Income $532,939

Other Revenue $7,452

TOTAL REVENUE $2,913,136

Expense Breakdown

Grants Paid $2,150,000

Salaries & Benefits $44,473

Fundraising Expenses $5,251

Program Expenses $2,183,053

Other Expenses $26,702

TOTAL EXPENSES $2,221,175

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,913,136	$2,409,852	+0.2%
Expenses	$2,221,175	$2,032,317	+0.1%
Net Income	$691,961	$377,535	+0.8%

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
Lisa Cooley	Board of Trustees	20.00	Officer Director	$0	$0	$0
Terry Northcutt	Board of Trustees Chair afte	25.00	Officer Director	$0	$0	$0
Laurie Evans	Board of Trustees after 923	15.00	Officer Director	$0	$0	$0
Rebecca Daniel	Board of Trustees Chair unti	25.00	Officer Director	$0	$0	$0
Dana Van Roekel	Director of FinanceTreasurer	2.00	Officer	$0	$0	$0
Kathy Soppe	Exective Director	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
2025	No data	No data	No data	No data
2024	$2,913,136	$2,221,175	$12,816,910	$691,961
2023	$2,409,852	$2,032,317	$12,124,949	$377,535
2022	$2,433,026	$2,052,585	$11,747,414	$380,441
2021	$2,269,168	$1,560,674	$11,367,061	$708,494

PEO Scholar Awards