PEO Sisterhood AZ State Chapter (EIN 866037150) - 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

1931

Legal Domicile

Principal Officer

Molly McNamara

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood AZ State Chapter, founded in 1931, is a small nonprofit that reported $670K 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 $642,240

Program Service Revenue $0

Investment Income $9,624

Other Revenue $18,617

TOTAL REVENUE $670,481

Expense Breakdown

Grants Paid $370,846

Salaries & Benefits $0

Fundraising Expenses $6,782

Program Expenses $571,761

Other Expenses $306,597

TOTAL EXPENSES $677,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$670,481	$692,223	0.0%
Expenses	$677,443	$631,955	+0.1%
Net Income	$-6,962	$60,268	-1.1%

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

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
Molly McNamara	President	38.00	Officer Director	$0	$0	$0
Roxann Wetlaufer	Vice President	38.00	Officer Director	$0	$0	$0
Barbara Riesen	Organizer	38.00	Officer Director	$0	$0	$0
Becky H McLoughlin	Treasurer	38.00	Officer Director	$0	$0	$0
Debbie Luke	Secretary	33.00	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	$670,481	$677,443	$729,161	$-6,962
2024	$692,223	$631,955	$736,123	$60,268
2023	$605,563	$808,475	$675,855	$-202,912
2022	$643,969	$489,410	$878,767	$154,559
2021	$587,345	$460,021	$724,208	$127,324

PEO Sisterhood AZ State Chapter