PI BETA PHI FRATERNITY NORTH CAROLINA DELTA CHAPTER (EIN 201765843) - 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

2005

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY NORTH CAROLINA DELTA CHAPTER, founded in 2005, is a small nonprofit that reported $149K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

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 $250

Program Service Revenue $147,677

Investment Income $1

Other Revenue $1,359

TOTAL REVENUE $149,287

Expense Breakdown

Grants Paid $396

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $161,961

TOTAL EXPENSES $162,357

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,287	$184,496	-0.2%
Expenses	$162,357	$185,986	-0.1%
Net Income	$-13,070	$-1,490	+7.8%

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
ABIGAIL MONTANUS	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
CAMPBELL SALLEAN	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
WENDY FUENTES CHEQUE	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ABIGAIL PFIZENMAIER	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SAMANTHA MITCHELL	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CATHERINE LEE	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MARY KJENSTAD	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
CAROLINE FORTIZ	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
CAROLINE FORTIZ	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MADISON LASHLEY	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
HANNAH FERGUSON	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ISABELLE QUADT	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ERIN PETERS	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
KAITLYN BUCHANAN	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
KARLEY LUSBY	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MAVI SANDHU	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	$149,287	$162,357	$44,754	$-13,070
2024	$184,496	$185,986	$57,824	$-1,490
2023	$182,044	$115,505	$59,314	$66,539
2022	$240,712	$352,651	$35,390	$-111,939

PI BETA PHI FRATERNITY NORTH CAROLINA DELTA CHAPTER