Ca Epsilon Of Pi Beta Phi House Association Inc (EIN 330047089) - 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

1951

Legal Domicile

Phone

8582681954

Tax Period

2024-09-01 to 2025-08-31

Ca Epsilon Of Pi Beta Phi House Association Inc, founded in 1951, is a small nonprofit that reported $309K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $79K, a strong 26% operating margin.

Mission

The mission of Pi Beta Phi Epsilon House is to provide a house for the Women who promote friendship, develop women of intellect and integrity, cultivate leadership potential and enrich lives through community service.

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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 $308,550

Program Service Revenue $0

Investment Income $33

Other Revenue $0

TOTAL REVENUE $308,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,427

Fundraising Expenses $0

Program Expenses $229,480

Other Expenses $143,053

TOTAL EXPENSES $229,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,583	$418,424	-0.3%
Expenses	$229,480	$201,496	+0.1%
Net Income	$79,103	$216,928	-0.6%

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

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
Tracy Baker	President	1.00	Officer Director	$0	$0	$0
Nancy Ward	Treasurer	1.00	Officer Director	$0	$0	$0
Cindy Mead	Secretary	1.00	Officer Director	$0	$0	$0
Vanessa Brown	Vice President	1.00	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	$308,583	$229,480	$1,559,326	$79,103
2024	$418,424	$201,496	$1,480,223	$216,928
2023	$286,963	$194,985	$1,338,763	$91,978
2022	$313,600	$189,493	$1,283,036	$124,107
2021	$267,428	$182,132	$1,193,187	$85,296
2020	$243,119	$189,969	$1,140,265	$53,150
2018	$195,914	$207,113	$1,060,625	$-11,199

Ca Epsilon Of Pi Beta Phi House Association Inc