PI KAPPA ALPHA (EIN 150537021) - 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

1906

Legal Domicile

Principal Officer

MATTHEW BERNSTEIN

Phone

6072570000

Tax Period

2024-07-01 to 2025-06-30

PI KAPPA ALPHA, founded in 1906, is a small nonprofit that reported $717K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $671K left a modest 6% surplus.

Mission

TO PROVIDE A HOME LIKE SETTING FOR ROOM, BOARD AND SOCIAL FUNCTIONS.

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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 $0

Program Service Revenue $717,248

Investment Income $0

Other Revenue $0

TOTAL REVENUE $717,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,530

Fundraising Expenses $0

Other Expenses $602,648

TOTAL EXPENSES $671,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$717,248	$453,188	+0.6%
Expenses	$671,178	$525,705	+0.3%
Net Income	$46,070	$-72,517	-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

N/A

Independent Members

N/A

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
MATTHEW BERNSTEIN	PRESIDENT	10.00	Officer	$0	$0	$0
HAGEN KREMENLIEV	TREASURER	10.00	Officer	$0	$0	$0
ULDERIC BOISVERT	HOUSE MANAGE	10.00	Officer	$0	$0	$0
CONNIE MOSCH	SECRETARY	10.00	Officer	$0	$0	$0
JUSTIN FILLION	COOK	30.00	Officer	$0	$0	$0
NATE SMITH	HOUSE ADVISO	10.00	Officer	$0	$0	$0
TIM COLE	ALUMNI OFFIC	10.00	Officer	$0	$0	$0
CHARLES WHITEHEAD	ALUMNI OFFIC	10.00	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	$717,248	$671,178	$89,618	$46,070
2024	$453,188	$525,705	$43,573	$-72,517
2023	$491,743	$513,363	$106,860	$-21,620
2022	$525,508	$609,876	$46,825	$-84,368

PI KAPPA ALPHA