PEO Sisterhood VA 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

1949

Legal Domicile

Principal Officer

Lisa Lahrman

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood VA State Chapter, founded in 1949, is a small nonprofit that reported $427K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $404K 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: $371,167

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 $412,875

Program Service Revenue $0

Investment Income $4,716

Other Revenue $9,785

TOTAL REVENUE $427,376

Expense Breakdown

Grants Paid $269,087

Salaries & Benefits $0

Fundraising Expenses $1,384

Program Expenses $371,167

Other Expenses $135,317

TOTAL EXPENSES $404,404

Year-over-Year Comparison

	2024	2023	Change
Revenue	$427,376	$391,662	+0.1%
Expenses	$404,404	$394,803	+0.0%
Net Income	$22,972	$-3,141	-8.3%

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 Lahrman	President	40.00	Officer Director	$0	$0	$0
Bonnie Barthelemy	Vice President	40.00	Officer Director	$0	$0	$0
Christi Buyer	Organizer	40.00	Officer Director	$0	$0	$0
Deb Deville	Treasurer	40.00	Officer Director	$0	$0	$0
Elizabeth Cothron	Secretary	40.00	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	$427,376	$404,404	$230,349	$22,972
2024	$391,662	$394,803	$207,377	$-3,141
2023	$343,602	$336,932	$210,518	$6,670
2022	$341,925	$400,517	$203,848	$-58,592
2021	$415,528	$387,379	$262,440	$28,149