NEW YORK DELTA OF PI BETA PHI INC (EIN 166053605) - 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

1920

Legal Domicile

Principal Officer

SUSAN MURPHY

Phone

6072725550

Tax Period

2024-07-01 to 2025-06-30

NEW YORK DELTA OF PI BETA PHI INC, founded in 1920, is a small nonprofit that reported $579K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 25% operating margin.

Mission

TO CONDUCT ALUMNAE SOCIAL ACTIVITIES, SUPPORT MEMBERS OF THE ORGANIZATION, AND PROVIDE FOR HOUSING, REPAIRS, MAINTENANCE, AND IMPROVEMENT OF THE SORORITY HOUSE.

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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 $260,562

Program Service Revenue $318,390

Investment Income $387

Other Revenue $0

TOTAL REVENUE $579,339

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,556

Fundraising Expenses $0

Other Expenses $323,799

TOTAL EXPENSES $436,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$579,339	$439,323	+0.3%
Expenses	$436,355	$354,456	+0.2%
Net Income	$142,984	$84,867	+0.7%

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

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
SUSAN MURPHY	PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
LORI HAMOR	TRUSTEE	1.00	Director	$0	$0	$0
CHERYL KESSLER	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS SMITH BARLEY	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE GELBER	TRUSTEE	1.00	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
2025	$579,339	$436,355	$2,881,333	$142,984
2024	$439,323	$354,456	$2,363,050	$84,867
2023	$319,553	$275,310	$2,060,504	$44,243
2022	$265,451	$320,429	$2,017,394	$-54,978
2021	$253,245	$228,957	$2,069,881	$24,288

NEW YORK DELTA OF PI BETA PHI INC