PI BETA PHI FRATERNITY INDIANA BETA CHAPTER (EIN 350867670) - 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

1893

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY INDIANA BETA CHAPTER, founded in 1893, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $450K, a strong 26% 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 $1,683,214

Investment Income $41

Other Revenue $35,950

TOTAL REVENUE $1,719,205

Expense Breakdown

Grants Paid $24,302

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,245,335

TOTAL EXPENSES $1,269,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,719,205	$1,521,869	+0.1%
Expenses	$1,269,637	$1,210,883	+0.0%
Net Income	$449,568	$310,986	+0.4%

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
ANNA CRINKS 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ALLISON JODOIN 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
BROOKE FORREST 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MARY STAKER 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
JENNA MAJCHRZAK 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
OLIVIA PUCCINI 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
EMMA BROWN 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ALDEN MARCH 2024	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
ANNE CURTIS 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MADELEINE GUTTENTAG 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MEGAN ROSKOPH 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MAURA ANDERSON 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
CLAIRE MURNANE 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
SAMANTHA HANKINSON 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
AVA DZIUBEK 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MADISON GRAVES 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	$1,719,205	$1,269,637	$1,533,926	$449,568
2024	No data	No data	No data	No data
2023	$1,403,572	$1,327,941	$781,450	$75,631
2022	$1,359,995	$1,309,606	$697,717	$50,389
2021	$871,108	$664,352	$667,345	$206,756
2020	$419,739	$397,890	$487,602	$21,849
2019	$471,985	$474,445	$437,161	$-2,460

PI BETA PHI FRATERNITY INDIANA BETA CHAPTER