PEO Sisterhood WY State Chapter (EIN 836003651) - 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

Katie Frick

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood WY State Chapter, founded in 1921, is a small nonprofit that reported $328K in total revenue in fiscal year 2024.

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 $316,429

Program Service Revenue $0

Investment Income $1,106

Other Revenue $10,935

TOTAL REVENUE $328,470

Expense Breakdown

Grants Paid $184,370

Salaries & Benefits $0

Fundraising Expenses $134

Program Expenses $287,196

Other Expenses $139,092

TOTAL EXPENSES $323,462

Year-over-Year Comparison

	2024	2023	Change
Revenue	$328,470	$321,118	+0.0%
Expenses	$323,462	$304,182	+0.1%
Net Income	$5,008	$16,936	-0.7%

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
Katie Frick	President	10.00	Officer Director	$0	$0	$0
Wendi Robirds	Vice President	5.00	Officer Director	$0	$0	$0
Aimee Appelhans	Organizer	10.00	Officer Director	$0	$0	$0
Kelly Barlow	Treasurer	3.00	Officer Director	$0	$0	$0
Melinda Brazzale	Secretary	6.00	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	$328,470	$323,462	$443,050	$5,008
2024	$321,118	$304,182	$438,042	$16,936
2023	$269,989	$277,485	$421,106	$-7,496
2022	$300,577	$249,975	$428,602	$50,602
2021	$248,109	$220,119	$378,000	$27,990

PEO Sisterhood WY State Chapter