PEO Sisterhood MT State Chapter (EIN 816011849) - 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

1921

Legal Domicile

Principal Officer

Marijean Peterson

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood MT State Chapter, founded in 1921, is a small nonprofit that reported $526K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $488K 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 $503,201

Program Service Revenue $0

Investment Income $7,505

Other Revenue $14,815

TOTAL REVENUE $525,521

Expense Breakdown

Grants Paid $294,887

Salaries & Benefits $0

Fundraising Expenses $2,020

Program Expenses $424,947

Other Expenses $193,381

TOTAL EXPENSES $488,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$525,521	$466,894	+0.1%
Expenses	$488,268	$494,985	0.0%
Net Income	$37,253	$-28,091	-2.3%

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
Marijean Peterson	President	30.00	Officer Director	$0	$0	$0
Linda Meine	Vice President	20.00	Officer Director	$0	$0	$0
Kristin Hope	Organizer	20.00	Officer Director	$0	$0	$0
Kelly Paladino	Treasurer	35.00	Officer Director	$0	$0	$0
Nanci Schoenfelder	Secretary	25.00	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	$525,521	$488,268	$393,443	$37,253
2024	$466,894	$494,985	$356,190	$-28,091
2023	$447,315	$425,036	$384,281	$22,279
2022	$434,018	$380,876	$362,002	$53,142
2021	$380,839	$336,291	$308,860	$44,548

PEO Sisterhood MT State Chapter