PEO Foundation

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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

1961

Legal Domicile

Principal Officer

Dana Van Roekel

Tax Period

2023-07-01 to 2024-06-30

PEO Foundation, founded in 1961, is a mid-sized nonprofit in the Education sector that reported $18.2M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.7M, a strong 53% operating margin.

Mission

To support the educational and charitable funds of the P.E.O. Sisterhood through contributions and provide scholarships for qualified women seeking to further their education.

Program Service Accomplishments

Program 1

Expenses: $8,129,527

P.E.O. Foundation receives, holds and disburses gifts and income to various P.E.O. educational projects qualified as 501(c)(3) organizations as well as to individual scholarship recipients.

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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 $10,301,513

Program Service Revenue $0

Investment Income $7,888,683

Other Revenue $2,152

TOTAL REVENUE $18,192,348

Expense Breakdown

Grants Paid $7,783,325

Salaries & Benefits $366,303

Fundraising Expenses $4,952

Program Expenses $8,129,527

Other Expenses $314,052

TOTAL EXPENSES $8,463,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,192,348	$13,082,154	+0.4%
Expenses	$8,463,680	$7,767,044	+0.1%
Net Income	$9,728,668	$5,315,110	+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

2000

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
Barbara Ann Bowen	Investment Trustee until 923	1.00	Officer Director	$0	$0	$0
Belinda Hargrove	Investment Trustee	1.00	Officer Director	$0	$0	$0
Ellen Jackson Fox	Investment Trustee	1.00	Officer Director	$0	$0	$0
Stephanie Gunderman	Investment Trustee after 923	1.00	Officer Director	$0	$0	$0
Jane Henning	Board of Trustees after 923	5.00	Officer Director	$0	$0	$0
Nicole Berner	Board of Trustees Chair unti	9.00	Officer Director	$0	$0	$0
Margaret Rose	Board of Trustees Chair afte	10.00	Officer Director	$0	$0	$0
Jennifer Bream	Board of Trustees	5.00	Officer Director	$0	$0	$0
Dana Van Roekel	Director of FinanceTreasurer	10.00	Officer	$0	$0	$0
Kathy Soppe	Executive Director	5.00	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	$18,192,348	$8,463,680	$155,603,851	$9,728,668
2023	$13,082,154	$7,767,044	$145,767,183	$5,315,110
2022	$16,863,604	$8,545,067	$140,487,423	$8,318,537
2021	$13,110,586	$7,596,217	$132,290,178	$5,514,369