PEO Sisterhood FL State Chapter (EIN 596201441) - 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

1927

Legal Domicile

Principal Officer

Cheryl Knapp

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood FL State Chapter, founded in 1927, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $956K 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.

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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 $993,946

Program Service Revenue $0

Investment Income $5,412

Other Revenue $3,850

TOTAL REVENUE $1,003,208

Expense Breakdown

Grants Paid $636,781

Salaries & Benefits $18,960

Fundraising Expenses $3,036

Program Expenses $877,754

Other Expenses $300,202

TOTAL EXPENSES $955,943

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,003,208	$1,183,304	-0.2%
Expenses	$955,943	$1,119,397	-0.1%
Net Income	$47,265	$63,907	-0.3%

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

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
Cheryl Knapp	President	20.00	Officer Director	$0	$0	$0
Burke Neely	Vice President	12.00	Officer Director	$0	$0	$0
Cean Cerny	Organizer	15.00	Officer Director	$0	$0	$0
Laura Seiberling	Treasurer	4.00	Officer Director	$0	$0	$0
Kelly Laird	Secretary	4.00	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	$1,003,208	$955,943	$633,311	$47,265
2024	$1,183,304	$1,119,397	$586,046	$63,907
2023	$1,057,887	$1,126,297	$522,139	$-68,410
2022	$1,076,538	$1,118,967	$590,549	$-42,429
2021	$833,126	$553,176	$632,978	$279,950

PEO Sisterhood FL State Chapter