PI BETA PHI FRATERNITY FLORIDA DEL… - Form 990 Financial Data

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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

1969

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY FLORIDA DELTA CHAPTER, founded in 1969, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 11% surplus.

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.

Program Service Accomplishments

Program 1

THE FLORIDA DELTA CHAPTER OF PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES, OR OTHER FUNDS PAID BY ITS MEMBERS AND PROVIDES GOODS, FACILITIES, AND SERVICES TO MEMBERS WHILE ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS BY SUPPORTING PHILANTHROPIC AND COMMUNITY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 307 MEMBERS.

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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 $1,265,052

Investment Income $1

Other Revenue $10,761

TOTAL REVENUE $1,275,814

Expense Breakdown

Grants Paid $70

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,137,845

TOTAL EXPENSES $1,137,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,275,814	$1,141,891	+0.1%
Expenses	$1,137,915	$1,064,211	+0.1%
Net Income	$137,899	$77,680	+0.8%

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

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
JULIA WHITEHURST	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
HADLEY STEPHENS	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
LUCY KILE	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
CAROLINE AHMADI	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
CLAUDIA SCHMIDT	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
AVERY GUISE	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ISABELLA NUNEZ	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
LIELLE MORR	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
CATHERINE MORRIS	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
EMMA FULLERTON	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ASHLEY CHEUNG	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ASHLYN SULLIVAN	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SYDNEY STRESEN-REUTER	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CASEY INGRAM	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
CLARA CARR	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ISABEL BEQUER	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	$1,275,814	$1,137,915	$243,863	$137,899
2024	$1,141,891	$1,064,211	$105,934	$77,680
2023	$1,085,683	$1,114,038	$50,669	$-28,355
2022	$1,108,901	$1,366,319	$69,557	$-257,418
2021	$835,894	$1,035,369	$317,668	$-199,475
2020	$728,936	$507,483	$510,473	$221,453
2019	$618,701	$673,272	$296,398	$-54,571

PI BETA PHI FRATERNITY FLORIDA DELTA CHAPTER