PEO Sisterhood CA State Chapter (EIN 946183854) - 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

Renee Cortise

Phone

5152553153

Tax Period

2024-04-01 to 2025-03-31

PEO Sisterhood CA State Chapter, founded in 1904, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. The organization ran a surplus of $416K, a strong 17% operating margin.

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 $2,366,542

Program Service Revenue $0

Investment Income $135,244

Other Revenue $17,610

TOTAL REVENUE $2,519,396

Expense Breakdown

Grants Paid $1,267,485

Salaries & Benefits $67,760

Fundraising Expenses $5,011

Program Expenses $1,830,909

Other Expenses $768,018

TOTAL EXPENSES $2,103,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,519,396	$2,632,499	0.0%
Expenses	$2,103,263	$2,705,033	-0.2%
Net Income	$416,133	$-72,534	-6.7%

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

220

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
Renee Cortise	President	40.00	Officer Director	$0	$0	$0
Kathleen Gill	Vice President	40.00	Officer Director	$0	$0	$0
Nancy Van Vliet Arnold	Organizer	40.00	Officer Director	$0	$0	$0
Deborah Owen	Treasurer	30.00	Officer Director	$0	$0	$0
Deborah Hunka	Secretary	35.00	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	$2,519,396	$2,103,263	$4,031,022	$416,133
2024	$2,632,499	$2,705,033	$3,614,889	$-72,534
2023	$2,078,340	$2,431,838	$3,687,423	$-353,498
2022	$3,801,191	$2,070,321	$4,040,921	$1,730,870
2021	$2,159,510	$1,897,601	$2,310,051	$261,909

PEO Sisterhood CA State Chapter