PI BETA PHI FRATERNITY NEW YORK DELTA CHAPTER (EIN 150540017) - 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

1919

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY NEW YORK DELTA CHAPTER, founded in 1919, is a small nonprofit that reported $692K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $136K, a strong 20% operating margin.

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.

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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 $856

Program Service Revenue $690,160

Investment Income $258

Other Revenue $1,202

TOTAL REVENUE $692,476

Expense Breakdown

Grants Paid $1,568

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $555,097

TOTAL EXPENSES $556,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$692,476	$529,299	+0.3%
Expenses	$556,665	$466,042	+0.2%
Net Income	$135,811	$63,257	+1.1%

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
GENIE ENDERS 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
COURTNEY CANDY 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ABIGAIL BATES 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
VICTORIA VLACHOS 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SUMMER FORD 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
LAUREN SQUIRES 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ALESSANDRA CARLON 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MEREDITH HOUSTON 2024	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
CATHERINE GELBER 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
SIGRID DREFKE 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ANNA NELSON 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
NATALIA POTENZA 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
BRONWYN MCNULTY 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
RIYA MENON 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ALANNA SINGER 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
LAUREN TAVOLACCI 2025	VICE PRESIDENT INCLUSION	5.00	Officer 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
2025	$692,476	$556,665	$660,006	$135,811
2024	No data	No data	No data	No data
2023	$499,088	$440,167	$460,938	$58,921
2022	$506,891	$419,339	$402,186	$87,552
2021	$321,724	$326,444	$314,465	$-4,720
2020	$72,992	$102,389	$319,185	$-29,397
2019	$263,308	$246,330	$348,662	$16,978

PI BETA PHI FRATERNITY NEW YORK DELTA CHAPTER