PEO Sisterhood NM State Chapter (EIN 856016566) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1929

Legal Domicile

Principal Officer

Elizabeth Moore

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood NM State Chapter, founded in 1929, is a small nonprofit that reported $263K 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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $257,230

Program Service Revenue $0

Investment Income $227

Other Revenue $5,395

TOTAL REVENUE $262,852

Expense Breakdown

Grants Paid $152,518

Salaries & Benefits $0

Fundraising Expenses $232

Program Expenses $231,859

Other Expenses $119,290

TOTAL EXPENSES $271,808

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,852	$266,096	0.0%
Expenses	$271,808	$294,234	-0.1%
Net Income	$-8,956	$-28,138	-0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

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
Elizabeth Moore	President	40.00	Officer Director	$0	$0	$0
Patricia Trellue	Vice President	35.00	Officer Director	$0	$0	$0
Kathy Fuller	Organizer	35.00	Officer Director	$0	$0	$0
Teresa Robles	Treasurer	40.00	Officer Director	$0	$0	$0
Kathy Sceery	Secretary	20.00	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	$262,852	$271,808	$268,245	$-8,956
2024	$266,096	$294,234	$277,201	$-28,138
2023	$237,940	$241,879	$305,339	$-3,939
2022	$229,092	$182,323	$309,278	$46,769
2021	$218,074	$172,367	$262,509	$45,707

PEO Sisterhood NM State Chapter