PHI BETA PSI SORORITY

EIN: 316043811 501(c)(3)

MOUNT STERLING, OH

Total Revenue
$629,621
Total Expenses
$629,904
Total Assets
$285,298
Net Assets
$285,298
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1904
Legal Domicile
OH
Principal Officer
LUANNA BARKER
Phone
6146199944
Tax Period
2024-06-01 to 2025-05-31

PHI BETA PSI SORORITY, founded in 1904, is a small nonprofit that reported $630K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

GRANTS TO CHARITY TRUST FUND FOR CANCER RESEARCH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $586,996
Program Service Revenue $0
Investment Income $44
Other Revenue $42,581
TOTAL REVENUE $629,621

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $629,904
Other Expenses $629,904
TOTAL EXPENSES $629,904

Year-over-Year Comparison

2024 2023 Change
Revenue $629,621 $515,989 +0.2%
Expenses $629,904 $509,269 +0.2%
Net Income $-283 $6,720 -1.0%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
6
Independent Members
6
Employees
N/A
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
0
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JENNY MEFFORD NATIONAL PRESIDENT 15.00
Director
$0 $0 $0
LADONNA MITCHELL 1ST VICE PRESIDENT 10.00
Director
$0 $0 $0
KELLI LOZADA REESE 2ND VICE PRESIDENT 10.00
Director
$0 $0 $0
ADRIENNE HATTON NATIONAL SECRETARY 20.00
Director
$0 $0 $0
STEPHANIE SMOTHERMAN NATIONAL EDITOR 15.00
Director
$0 $0 $0
LUANA BARKER NATIONAL TREASURER 15.00
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 $629,621 $629,904 $285,298 $-283
2024 $515,989 $509,269 $285,581 $6,720
2023 $493,520 $481,290 $278,843 $12,230
2022 $442,662 $428,990 $266,611 $13,672
Explore More Nonprofits
→Top 100 Nonprofits in Ohio →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare PHI BETA PSI SORORITY with other nonprofits in Ohio and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.