PEO Sisterhood Chapter GA-CA (EIN 956190716) - 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

1928

Legal Domicile

Phone

5152553153

Tax Period

2024-03-01 to 2025-02-28

PEO Sisterhood Chapter GA-CA, founded in 1928, is a small nonprofit that reported $235K 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 $1,208

Program Service Revenue $0

Investment Income $230,408

Other Revenue $3,040

TOTAL REVENUE $234,656

Expense Breakdown

Grants Paid $227,126

Salaries & Benefits $0

Fundraising Expenses $459

Program Expenses $232,336

Other Expenses $13,895

TOTAL EXPENSES $241,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$234,656	$227,001	+0.0%
Expenses	$241,021	$317,162	-0.2%
Net Income	$-6,365	$-90,161	-0.9%

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
Patti Willis	President	10.00	Officer	$0	$0	$0
Ruth Williamson	Vice President	5.00	Officer	$0	$0	$0
Victoria Box	Treasurer	4.00	Officer	$0	$0	$0
Dana Van Roekel	Treasurer Intl Chapter	0.00	Officer	$0	$0	$0
Mary Eleanor Rough	Corresponding Secretary	2.00	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	$234,656	$241,021	$159,713	$-6,365
2024	$227,001	$317,162	$166,078	$-90,161
2023	$223,170	$200,338	$256,239	$22,832
2022	$202,858	$158,399	$233,407	$44,459

PEO Sisterhood Chapter GA-CA