PEO Sisterhood CO State Chapter (EIN 846051866) - 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

1903

Legal Domicile

Principal Officer

Patricia Fry

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood CO State Chapter, founded in 1903, is a small nonprofit that reported $959K 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 $940,980

Program Service Revenue $0

Investment Income $1,146

Other Revenue $17,228

TOTAL REVENUE $959,354

Expense Breakdown

Grants Paid $562,216

Salaries & Benefits $0

Fundraising Expenses $957

Program Expenses $859,054

Other Expenses $387,447

TOTAL EXPENSES $949,663

Year-over-Year Comparison

	2024	2023	Change
Revenue	$959,354	$988,287	0.0%
Expenses	$949,663	$1,242,592	-0.2%
Net Income	$9,691	$-254,305	-1.0%

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
Patricia Fry	President	31.00	Officer Director	$0	$0	$0
Kathryn Pirie	Vice President	17.00	Officer Director	$0	$0	$0
Mary Kay Tomlinson	Organizer	17.00	Officer Director	$0	$0	$0
Mary Staples	Treasurer	16.75	Officer Director	$0	$0	$0
Ann Shepard	Secretary	15.35	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	$959,354	$949,663	$434,392	$9,691
2024	$988,287	$1,242,592	$424,701	$-254,305
2023	$908,474	$941,502	$679,006	$-33,028
2022	$899,556	$996,875	$712,034	$-97,319
2021	$805,357	$330,598	$809,353	$474,759

PEO Sisterhood CO State Chapter