PEO Sisterhood MO State Chapter

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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

1950

Legal Domicile

Principal Officer

Karen Kurtz

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood MO State Chapter, founded in 1950, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 5% 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.

Program Service Accomplishments

Program 1

Expenses: $1,012,906

Program services are accomplished by collecting and forwarding contributions to various P.E.O. projects and scholarships on both the state and national levels; no specific statistics are available.

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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 $1,161,312

Program Service Revenue $0

Investment Income $66,882

Other Revenue $8,813

TOTAL REVENUE $1,237,007

Expense Breakdown

Grants Paid $611,496

Salaries & Benefits $28,391

Fundraising Expenses $1,656

Program Expenses $1,012,906

Other Expenses $538,712

TOTAL EXPENSES $1,178,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,237,007	$1,037,700	+0.2%
Expenses	$1,178,599	$1,177,923	+0.0%
Net Income	$58,408	$-140,223	-1.4%

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
Karen Kurtz	President	35.00	Officer Director	$0	$0	$0
Claudia Jervey	Vice President	25.00	Officer Director	$0	$0	$0
Laurie Underwood	Organizer	25.00	Officer Director	$0	$0	$0
Maurine McLellan	Treasurer	25.00	Officer Director	$0	$0	$0
Jan Hankinson	Secretary	25.00	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	$1,237,007	$1,178,599	$1,096,705	$58,408
2024	$1,037,700	$1,177,923	$1,038,297	$-140,223
2023	$954,276	$988,112	$1,178,520	$-33,836
2022	$963,819	$818,610	$1,212,356	$145,209
2021	$943,436	$828,663	$1,067,147	$114,773