PEO Sisterhood IA State Chapter (EIN 426127723) - 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

1893

Legal Domicile

Principal Officer

Lisa Reindl

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood IA State Chapter, founded in 1893, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024.

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 $1,101,009

Program Service Revenue $0

Investment Income $76,125

Other Revenue $11,108

TOTAL REVENUE $1,188,242

Expense Breakdown

Grants Paid $553,593

Salaries & Benefits $46,775

Fundraising Expenses $2,478

Program Expenses $1,024,706

Other Expenses $598,231

TOTAL EXPENSES $1,198,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,188,242	$1,129,201	+0.1%
Expenses	$1,198,599	$1,246,542	0.0%
Net Income	$-10,357	$-117,341	-0.9%

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

130

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 Reindl	President	20.00	Officer Director	$0	$0	$0
Pamela Schulz	Vice President	20.00	Officer Director	$0	$0	$0
Rachael Buresh	Organizer	16.00	Officer Director	$0	$0	$0
Jennifer Stalder	Treasurer	10.00	Officer Director	$0	$0	$0
Marilyn Rippy	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	$1,188,242	$1,198,599	$1,269,409	$-10,357
2024	$1,129,201	$1,246,542	$1,279,766	$-117,341
2023	$1,018,622	$1,084,009	$1,397,107	$-65,387
2022	$1,015,896	$1,007,392	$1,462,494	$8,504
2021	$1,070,884	$928,137	$1,453,990	$142,747

PEO Sisterhood IA State Chapter