PEO CHAPTER HOUSE OF IDAHO (EIN 820203617) - 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

1950

Legal Domicile

Principal Officer

PAM MCCORMICK

Phone

2084593552

Tax Period

2024-01-01 to 2024-12-31

PEO CHAPTER HOUSE OF IDAHO, founded in 1950, is a small nonprofit in the Housing & Shelter sector that reported $265K in total revenue in fiscal year 2024. Net assets of $740K represent 34 months of operating reserves.

Mission

TO PROVIDE HOUSING FOR ELDERLY PEO MEMBERS.

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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 $79,833

Program Service Revenue $148,322

Investment Income $16,920

Other Revenue $20,005

TOTAL REVENUE $265,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,451

Fundraising Expenses $0

Program Expenses $269,009

Other Expenses $139,730

TOTAL EXPENSES $277,181

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,080	$247,548	+0.1%
Expenses	$277,181	$327,841	-0.2%
Net Income	$-12,101	$-80,293	-0.8%

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

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
CAROLYN MILLER	CHAIR	2.00	Officer Director	$0	$0	$0
VALERIE GRAHEK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SYLVIA MARMON	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
PAM MCCORMICK	TREASURER	2.00	Officer Director	$0	$0	$0
KELLY HAUN	CO-CORRESPONDING SECRETARY	2.00	Director	$0	$0	$0
CANDACE VROMAN	CO-CORRESPONDING SECRETARY	2.00	Director	$0	$0	$0
PHYLLIS BULGIN	TRUSTEE	1.00	Director	$0	$0	$0
MYRNA STROM	TRUSTEE	1.00	Director	$0	$0	$0
ZEL MERTZ	TRUSTEE	1.00	Director	$0	$0	$0
JANET FRANKLIN	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH BETH KARN HIMPLE	TRUSTEE	1.00	Director	$0	$0	$0
HELEN HIBBARD	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER KERR	TRUSTEE	1.00	Director	$0	$0	$0
HELEN WATTS	TRUSTEE	1.00	Director	$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
2024	$265,080	$277,181	$761,721	$-12,101
2023	$247,548	$327,841	$757,032	$-80,293
2022	$348,361	$303,605	$796,737	$44,756
2021	$424,338	$280,887	$829,801	$143,451
2020	$212,823	$234,596	$756,721	$-21,773
2019	$199,326	$243,888	$719,603	$-44,562
2018	$226,381	$338,444	$704,545	$-112,063

PEO CHAPTER HOUSE OF IDAHO