PEO Sisterhood NC State Chapter (EIN 566088161) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

Kenna Hirschfield

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood NC State Chapter, founded in 1962, is a small nonprofit that reported $479K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $454K 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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $470,724

Program Service Revenue $0

Investment Income $3,223

Other Revenue $5,539

TOTAL REVENUE $479,486

Expense Breakdown

Grants Paid $280,493

Salaries & Benefits $0

Fundraising Expenses $1,451

Program Expenses $394,629

Other Expenses $173,587

TOTAL EXPENSES $454,080

Year-over-Year Comparison

	2024	2023	Change
Revenue	$479,486	$427,061	+0.1%
Expenses	$454,080	$441,324	+0.0%
Net Income	$25,406	$-14,263	-2.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

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
Kenna Hirschfield	President	28.00	Officer Director	$0	$0	$0
Leslie OBrien	Vice President	20.00	Officer Director	$0	$0	$0
Rebecca Murphy	Organizer	20.00	Officer Director	$0	$0	$0
Ingrid Stum	Treasurer	20.00	Officer Director	$0	$0	$0
Stacy Pike Hammonds Nelson	Secretary	20.00	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	$479,486	$454,080	$256,117	$25,406
2024	$427,061	$441,324	$230,711	$-14,263
2023	$402,610	$442,528	$244,974	$-39,918
2022	$388,800	$344,671	$284,892	$44,129
2021	$421,900	$369,212	$240,763	$52,688

PEO Sisterhood NC State Chapter