Pi Beta Phi Fraternity Illinois Epsilon Chapter (EIN 361626190) - 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

1894

Legal Domicile

Principal Officer

Emily Rock

Phone

6362560680

Tax Period

2017-07-01 to 2018-06-30

Pi Beta Phi Fraternity Illinois Epsilon Chapter, founded in 1894, is a small nonprofit that reported $198K in total revenue in fiscal year 2017. Revenue fell 69% from the prior year — a significant decline worth monitoring. Net assets of $498K represent 30 months of operating reserves.

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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $197,716

Investment Income $148

Other Revenue $106

TOTAL REVENUE $197,970

Expense Breakdown

Grants Paid $2,402

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $207,884

TOTAL EXPENSES $210,286

Year-over-Year Comparison

	2017	2016	Change
Revenue	$197,970	$631,672	-0.7%
Expenses	$210,286	$757,161	-0.7%
Net Income	$-12,316	$-125,489	-0.9%

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
Caroline Thomas 2017	Chapter President	10.0	Officer Director	$0	$0	$0
Ingrid Cherry 2017	VP Member Development	5.0	Officer Director	$0	$0	$0
Kate Sprengel 2017	VP Fraternity Development	5.0	Officer Director	$0	$0	$0
Laura Barrera 2017	VP Finance	10.0	Officer Director	$0	$0	$0
Tilly Freedman 2017	VP Membership	5.0	Officer Director	$0	$0	$0
Kamryn Lewis 2017	VP Administration	5.0	Officer Director	$0	$0	$0
Lane Patterson 2017	VP Philanthropy	5.0	Officer Director	$0	$0	$0
Zoe Juanitas 2017	VP Communications	5.0	Officer Director	$0	$0	$0
Emma Phelps 2017	VP Event Planning	5.0	Officer Director	$0	$0	$0
Abbey Kutlas 2017	VP Housing	5.0	Officer Director	$0	$0	$0
Emily Rock 2018	Chapter President	10.0	Officer Director	$0	$0	$0
Rebecca Pavchinsky 2018	VP Member Development	5.0	Officer Director	$0	$0	$0
Rebecca Roque 2018	VP Fraternity Development	5.0	Officer Director	$0	$0	$0
Sarah O'Brien 2018	VP Finance	10.0	Officer Director	$0	$0	$0
Claire Haws 2018	VP Membership	5.0	Officer Director	$0	$0	$0
Yulan Chen 2018	VP Administration	5.0	Officer Director	$0	$0	$0
Reilly Clatch 2018	VP Philanthropy	5.0	Officer Director	$0	$0	$0
Kathryn Meyers 2018	VP Communications	5.0	Officer Director	$0	$0	$0
Rachael Goldberg 2018	VP Event Planning	5.0	Officer Director	$0	$0	$0
Hillary Wolff 2018	VP Housing	5.0	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
2018	$197,970	$210,286	$525,077	$-12,316

Pi Beta Phi Fraternity Illinois Epsilon Chapter