PEO Sisterhood TX State Chapter (EIN 746091224) - 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

1928

Legal Domicile

Principal Officer

Cherisa York

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood TX State Chapter, founded in 1928, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.3M left a modest 7% 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 $1,421,758

Program Service Revenue $0

Investment Income $1,404

Other Revenue $13,765

TOTAL REVENUE $1,436,927

Expense Breakdown

Grants Paid $894,214

Salaries & Benefits $25,453

Fundraising Expenses $440

Program Expenses $1,233,466

Other Expenses $411,867

TOTAL EXPENSES $1,331,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,436,927	$1,394,172	+0.0%
Expenses	$1,331,534	$1,482,563	-0.1%
Net Income	$105,393	$-88,391	-2.2%

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

200

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
Cherisa York	President	40.00	Officer Director	$0	$0	$0
Christine Gaynor	Vice President	40.00	Officer Director	$0	$0	$0
Ryan Swenson Chambers	Organizer	40.00	Officer Director	$0	$0	$0
Jennifer Saurage Moreland	Treasurer	40.00	Officer Director	$0	$0	$0
Dianne Blakeney	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	$1,436,927	$1,331,534	$974,242	$105,393
2024	$1,394,172	$1,482,563	$868,849	$-88,391
2023	$1,471,679	$1,431,886	$957,240	$39,793
2022	$1,390,144	$1,131,667	$917,447	$258,477
2021	$1,228,074	$1,160,160	$658,970	$67,914

PEO Sisterhood TX State Chapter