IC DIVISION OF PI BETA PHI HOUSE CORPORATION (EIN 316037243) - 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

KRISTIN K RUGEN

Phone

6362560680

Tax Period

2017-09-01 to 2018-08-31

IC DIVISION OF PI BETA PHI HOUSE CORPORATION, founded in 1936, is a small nonprofit that reported $140K in total revenue in fiscal year 2017. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $908K exceeded revenue, resulting in a 548% operating deficit.

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMEBERS IN SOCIAL, MENTAL AND MORAL ADVANCEMENT AS WELL AS ENABLE ALUMNAE MEMBERS OF PI BETA PHI TO CONTINUE IN VARIOUS MEMBERSHIP ROLES

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $140,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $140,000

Expense Breakdown

Grants Paid $841,573

Salaries & Benefits $8,643

Fundraising Expenses $0

Other Expenses $57,533

TOTAL EXPENSES $907,749

Year-over-Year Comparison

	2017	2016	Change
Revenue	$140,000	$407,264	-0.7%
Expenses	$907,749	$206,481	+3.4%
Net Income	$-767,749	$200,783	-4.8%

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

Volunteers

N/A

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
ASHLEY STEWART	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOANN RASMUSSEN	TREASURER	5.00	Officer Director	$0	$0	$0
CATHERINE KEENEY	SECRETARY	5.00	Officer Director	$0	$0	$0
JENNIFER TAYLOR	FACILITIES MANAGER	5.00	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
2018	$140,000	$907,749	No data	$-767,749

IC DIVISION OF PI BETA PHI HOUSE CORPORATION