PEO Sisterhood WA State Chapter (EIN 916035635) - 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

1904

Legal Domicile

Principal Officer

Marilyn Heideger

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood WA State Chapter, founded in 1904, is a community nonprofit that reported $1.2M 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 $1,150,090

Program Service Revenue $0

Investment Income $22,931

Other Revenue $8,989

TOTAL REVENUE $1,182,010

Expense Breakdown

Grants Paid $806,517

Salaries & Benefits $27,459

Fundraising Expenses $1,245

Program Expenses $1,087,091

Other Expenses $371,902

TOTAL EXPENSES $1,205,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,182,010	$1,116,218	+0.1%
Expenses	$1,205,878	$1,210,217	0.0%
Net Income	$-23,868	$-93,999	-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

Volunteers

160

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
Marilyn Heideger	President	35.00	Officer Director	$0	$0	$0
Kristine Dillon	Vice President	25.00	Officer Director	$0	$0	$0
Kathy Jessup	Organizer	30.00	Officer Director	$0	$0	$0
Victoria Stowe	Treasurer	30.00	Officer Director	$0	$0	$0
Leah McNeill Hiller	Secretary	30.00	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	$1,182,010	$1,205,878	$1,123,275	$-23,868
2024	$1,116,218	$1,210,217	$1,147,143	$-93,999
2023	$1,026,458	$985,866	$1,241,142	$40,592
2022	$1,026,397	$921,389	$1,200,550	$105,008
2021	$954,370	$844,454	$1,095,542	$109,916

PEO Sisterhood WA State Chapter