PI BETA PHI EPSILON HOUSE CORP MARGARET HARVEY (EIN 141666518) - 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

1986

Legal Domicile

Phone

5182833774

Tax Period

2022-07-01 to 2023-06-30

PI BETA PHI EPSILON HOUSE CORP MARGARET HARVEY, founded in 1986, is a small nonprofit that reported $194K in total revenue in fiscal year 2022. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $219K exceeded revenue, resulting in a 12% operating deficit.

Mission

Provide aid in housing for sorority

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $194,471

Investment Income $0

Other Revenue $0

TOTAL REVENUE $194,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,549

Fundraising Expenses $0

Program Expenses $218,604

Other Expenses $181,053

TOTAL EXPENSES $218,602

Year-over-Year Comparison

	2022	2021	Change
Revenue	$194,471	$244,820	-0.2%
Expenses	$218,602	$207,101	+0.1%
Net Income	$-24,131	$37,719	-1.6%

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

N/A

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
MARGARET S HARVEY	President	10.00	Officer Director	$0	$0	$0
JULIE W EKLUND	Secretary	1.00	Officer Director	$0	$0	$0
DEBORAH UHL VAN TINE	Treasurer	1.00	Officer Director	$0	$0	$0
HAYLIE ADAMS	VP HOUSING	1.00	Officer Director	$0	$0	$0
SHANNON KELLY	director	10.00	Director	$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
2023	$194,471	$218,602	$548,021	$-24,131
2022	$244,820	$207,101	$642,778	$37,719
2021	$9,862	$138,552	$620,284	$-128,690
2020	$307,816	$334,865	$764,954	$-27,049
2019	$361,501	$319,446	$806,956	$42,055

PI BETA PHI EPSILON HOUSE CORP MARGARET HARVEY