BETA CHAPTER OF PDT INC (EIN 263266418) - 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

1936

Legal Domicile

Principal Officer

MICHAEL BRIAN HICKEY

Phone

9197934464

Tax Period

2023-01-01 to 2023-12-31

BETA CHAPTER OF PDT INC, founded in 1936, is a small nonprofit in the Education sector that reported $622K in total revenue in fiscal year 2023. Expenses of $845K exceeded revenue, resulting in a 36% operating deficit.

Mission

TO DEVELOP, PROMOTE, FOSTER AND SUPPORT THE SCHOLARSHIP, EDUCATION AND BROTHERHOOD AMONG THE MEMBERS OF THE NORTH CAROLINAS BETA CHAPTER OF PHI DELTA THETA, OR ANY OTHER RECIPIENTS DEEMED ACCEPTABLE, THROUGH THE DEVELOPMENT OF GRANTS, SCHOLARSHIPS, FACILITIES, PROPERTY AND ALL OTHER ACTIVITIES NECESSARY AND INCIDENTAL TO PROMOTE THE GENERAL EDUCATIONAL, BENEVOLENT, AND CHARITABLE WORK OF THE CORPORATION.

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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 $599,619

Program Service Revenue $0

Investment Income $22,373

Other Revenue $0

TOTAL REVENUE $621,992

Expense Breakdown

Grants Paid $820,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $820,400

Other Expenses $24,471

TOTAL EXPENSES $844,871

Year-over-Year Comparison

	2023	2022	Change
Revenue	$621,992	$592,762	+0.0%
Expenses	$844,871	$254,323	+2.3%
Net Income	$-222,879	$338,439	-1.7%

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

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
MICHAEL BRIAN HICKEY	DIRECTOR/CHAIR	1.00	Officer Director	$0	$0	$0
GLENN WILLIAM BROWN JR	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE WALKER HOWITT	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS LOSCHIAVO	DIRECTOR	1.00	Director	$0	$0	$0
MILES R PALMER	DIRECTOR	1.00	Director	$0	$0	$0
ALEX WILLIAM PLATZBECKER	DIRECTOR	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$621,992	$844,871	$349,256	$-222,879
2022	$592,762	$254,323	$572,135	$338,439
2018	$42,593	$3,017	$107,461	$39,576

BETA CHAPTER OF PDT INC