BETA ALPHA CHAPTER OF PI KAPPA PHI INC (EIN 237239202) - 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

1955

Legal Domicile

Principal Officer

JOHN F LEE JR

Phone

9085216694

Tax Period

2023-07-01 to 2024-06-30

BETA ALPHA CHAPTER OF PI KAPPA PHI INC, founded in 1955, is a small nonprofit that reported $279K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $262K left a modest 6% surplus.

Mission

TO PROMOTE AND FOSTER THE FRATERNITY PRINCIPLES AND IDEALS OF PI KAPPA PHI FRATERNITY BY HOLDING REAL ESTATE AND PERSONAL PROPERTY FOR A CHAPTER HOUSE FOR BETA ALPHA CHAPTER.

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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 (2023)

Revenue Breakdown

Contributions & Grants $37,086

Program Service Revenue $231,840

Investment Income $9,630

Other Revenue $0

TOTAL REVENUE $278,556

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $261,768

TOTAL EXPENSES $261,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$278,556	$314,320	-0.1%
Expenses	$261,768	$312,371	-0.2%
Net Income	$16,788	$1,949	+7.6%

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

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
JOHN F LEE JR	TREASURER	3.00	Officer	$0	$0	$0
MICHAEL HARAKA	VICE PRESIDENT	3.00	Officer	$0	$0	$0
DEREK TORRES	PRESIDENT	3.00	Officer	$0	$0	$0
CHRISTIAN BECKMANN	SECRETARY	3.00	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	No data	No data	No data	No data
2024	$278,556	$261,768	$1,599,009	$16,788
2023	$314,320	$312,371	$1,644,879	$1,949
2022	$263,083	$267,436	$1,713,564	$-4,353
2021	$226,026	$240,584	$1,774,828	$-14,558
2020	$201,760	$338,196	$1,844,299	$-136,436
2019	$294,031	$237,684	$2,020,794	$56,347
2018	$323,272	$237,342	$2,133,381	$85,930

BETA ALPHA CHAPTER OF PI KAPPA PHI INC