PI BETA PHI FRATERNITY OHIO ALPHA CHAPTER (EIN 314280352) - 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

1889

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY OHIO ALPHA CHAPTER, founded in 1889, is a small nonprofit that reported $896K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $187K, a strong 21% 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 $0

Program Service Revenue $884,892

Investment Income $295

Other Revenue $10,339

TOTAL REVENUE $895,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $708,822

TOTAL EXPENSES $708,822

Year-over-Year Comparison

	2024	2023	Change
Revenue	$895,526	$774,742	+0.2%
Expenses	$708,822	$646,969	+0.1%
Net Income	$186,704	$127,773	+0.5%

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
GRACE EISELE 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
NATALIE RISER 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
GRACE PAVICH 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ZOE BRIGGS 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ANNA MILLER 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
RORY SHELTON 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
OLIVIA ARBONA 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
DANNIELLE SAWYER 2024	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
AVA NAJSZTUP 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
LENA DILL 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MADELINE GREBENC 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MADALYNNE SORGE 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ABIGAIL URBANCIC 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
MARY TUCKER 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ELISE RAYDO 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
LILY BRAINARD 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	$895,526	$708,822	$801,015	$186,704
2024	No data	No data	No data	No data
2023	$595,686	$660,588	$663,522	$-64,902
2022	$656,962	$645,339	$551,439	$11,623
2021	$555,399	$595,599	$540,895	$-40,200
2020	$245,628	$352,081	$581,311	$-106,453
2019	$426,876	$486,954	$713,161	$-60,078

PI BETA PHI FRATERNITY OHIO ALPHA CHAPTER