NEBRASKA PEO HOME

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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

1942

Legal Domicile

Principal Officer

JODI KEELER

Phone

4022284208

Tax Period

2024-04-01 to 2025-03-31

NEBRASKA PEO HOME, founded in 1942, is a community nonprofit in the Housing & Shelter sector that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 4% surplus.

Mission

THE MISSION OF NEBRASKA P.E.O. HOME LOCATED IN BEATRICE, NE, IS TO PROVIDE ASSISTED LIVING IN A RESIDENTIAL CARE FACILITY FOR ELIGIBLE WOMEN IN A GRACIOUS AND ELEGANT HOME-LIKE FAMILY ORIENTED ATMOSPHERE, WHILE REMAINING MINDFUL OF ITS FISCAL AND FIDUCIARY RESPONSIBILITIES TO MEMBERS OF THE NEBRASKA STATE CHAPTER, P.E.O. SISTERHOOD.

Program Service Accomplishments

Program 1

Expenses: $1,262,081 Revenue: $900,083

ASSISTANCE WITH ACTIVITIES OF DAILY LIVING

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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 $259,351

Program Service Revenue $900,083

Investment Income $459,238

Other Revenue $46,141

TOTAL REVENUE $1,664,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,202,945

Fundraising Expenses $0

Program Expenses $1,262,081

Other Expenses $396,150

TOTAL EXPENSES $1,599,095

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,664,813	$1,484,376	+0.1%
Expenses	$1,599,095	$1,548,309	+0.0%
Net Income	$65,718	$-63,933	-2.0%

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

N/A

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

$89,634

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI KEELER	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARON LAUBER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JEANNE ROSS-MUHLBACH	SECRETARY	1.00	Officer Director	$0	$0	$0
JEANNE WICKS	TREASURER	1.00	Officer Director	$0	$0	$0
GINNY WINSOR	DIRECTOR	1.00	Director	$0	$0	$0
DENISE JOHNSTON-RAUTERKUS	DIRECTOR	1.00	Director	$0	$0	$0
LISA HELMICK	DIRECTOR	1.00	Director	$0	$0	$0
TRACY JACOBSEN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY ROBARE	DIRECTOR	1.00	Director	$0	$0	$0
JEAN MATHENY	STATE DIRECT	1.00	Director	$0	$0	$0
BETH ANDERSON	STATE DIRECT	1.00	Director	$0	$0	$0
SHARI LITTLE	ADMINISTRATO	40.00	Officer	$89,634	$0	$89,634

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	$1,664,813	$1,599,095	$8,101,581	$65,718
2024	$1,484,376	$1,548,309	$8,196,969	$-63,933
2023	$1,601,689	$1,439,688	$8,076,609	$162,001
2022	$1,655,904	$1,272,528	$8,423,416	$383,376
2021	$1,463,173	$1,273,771	$9,199,239	$189,402
2020	$1,876,252	$1,111,464	$7,384,251	$764,788
2019	$965,795	$1,028,422	$7,098,184	$-62,627