PI BETA PHI FRATERNITY

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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

1935

Legal Domicile

Principal Officer

SHAWN EAGLEBURGER

Phone

6362560680

Tax Period

2022-07-01 to 2023-06-30

PI BETA PHI FRATERNITY, founded in 1935, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2022. Expenses of $9.0M left a modest 6% surplus.

Mission

TO PROMOTE FRIENDSHIP, DEVELOP WOMEN OF INTELLECT AND INTEGRITY, CULTIVATE LEADERSHIP POTENTIAL AND ENRICH LIVES THROUGH COMMUNITY SERVICE.

Program Service Accomplishments

Program 1

CHAPTER PROGRAMMING & DEVELOPMENT - TO PROVIDE SUPPORT FOR APPROXIMATELY 134 LOCAL CHAPTERS WITH RESOURCES AND PROGRAMS FOCUSED ON CHAPTER DEVELOPMENT BY ASSESSING CHAPTER STRENGTHS AND IDENTIFYING OPPORTUNITY AREAS FOR GROWTH. THE ORGANIZATION ALSO PROVIDES ONLINE LEARNING OPPORTUNITIES, MANUALS AND GUIDES FOUND IN THE RESOURCE LIBRARY, AND ELECTRONIC NEWSLETTERS, ALL OF WHICH ARE AVAILABLE THROUGHOUT THE YEAR. AREAS OF ASSISTANCE INCLUDE CHAPTER OPERATIONS, RISK MANAGEMENT, MEMBER EXPERIENCE, FINANCE AND HOUSING, COMMUNITY RELATIONS, RECRUITMENT, AND CULTIVATING ALUMNAE SUPPORT.

Program 2

LEADERSHIP TRAINING - TO PROVIDE LOCAL CHAPTERS WITH RESOURCES AND PROGRAMS FOCUSED ON DEVELOPING MEMBER LEADERSHIP SKILLS AND ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL OPPORTUNITIES. THE ORGANIZATION PROVIDES OPPORTUNITIES FOR LEADERSHIP AND PROFESSIONAL SKILL DEVELOPMENT THROUGH NETWORKING AND SIGNATURE EVENTS, INCLUDING PI BETA PHI LEADERSHIP INSTITUTE, BIENNIAL CONVENTION, COLLEGE WEEKEND, OFFICER RETREATS AND CRITICAL CONVERSATIONS, A PI BETA PHI RISK PREVENTION EDUCATION PROGRAM.

Program 3

ALUMNAE PROGRAMMING & ENGAGEMENT - TO ENABLE ALUMNAE MEMBERS OF PI BETA PHI TO CONTINUE IN VARIOUS MEMBERSHIP AND VOLUNTEER ROLES AS WELL AS TO PROVIDE FRIENDSHIPS THAT WILL LAST A LIFETIME BY...

ALUMNAE PROGRAMMING & ENGAGEMENT - TO ENABLE ALUMNAE MEMBERS OF PI BETA PHI TO CONTINUE IN VARIOUS MEMBERSHIP AND VOLUNTEER ROLES AS WELL AS TO PROVIDE FRIENDSHIPS THAT WILL LAST A LIFETIME BY CREATING A NETWORK OF SISTERS AND FRIENDS SUPPORTING EACH OTHER AS THEY ACHIEVE PERSONAL AND PROFESSIONAL GOALS THROUGHOUT THEIR LIFE. THE ORGANIZATION PROVIDES OPPORTUNITIES FOR MEMBERS TO CONNECT THROUGH LITERACY SERVICE, ANNIVERSARY AND REUNION CELEBRATIONS, LEADERSHIP SUMMITS, CONVENTION, AND SPECIAL ALUMNAE EVENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $443,652

Program Service Revenue $7,621,355

Investment Income $1,114,978

Other Revenue $376,087

TOTAL REVENUE $9,556,072

Expense Breakdown

Grants Paid $282,624

Salaries & Benefits $3,599,290

Fundraising Expenses $0

Other Expenses $5,003,605

TOTAL EXPENSES $8,964,046

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,556,072	$9,219,516	+0.0%
Expenses	$8,964,046	$7,041,467	+0.3%
Net Income	$592,026	$2,178,049	-0.7%

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

150

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

$325,641

Total Directors

$10,260

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA GAMEL SCOTT	GRAND PRESIDENT	40.00	Officer Director	$1,980	$0	$1,980
JAMIE FEIST DANIELS	GRAND VP MEMBER EXPERIENCE	35.00	Officer Director	$1,380	$0	$1,380
GREER HORNE	GRAND VP ALUMNAE	35.00	Officer Director	$1,380	$0	$1,380
EMORY MCGINNIS EISON	GRAND VP FINANCE/HOUSING	35.00	Officer Director	$1,380	$0	$1,380
ANA MANCEBO MILLER	GRAND VP FRATERNITY GROWTH	35.00	Officer Director	$1,380	$0	$1,380
AMY LORENZEN SOUTHERLAND	GRAND VP INCLUSION/COMMUNITY RELATIONS	35.00	Officer Director	$1,380	$0	$1,380
MELISSA MALONE COLVIN	GRAND VP COLLEGIANS	35.00	Officer Director	$1,380	$0	$1,380
SHAWN EAGLEBURGER	EXECUTIVE DIRECTOR	40.00	Officer	$147,000	$14,781	$161,781
KRISTIN RUGEN THRU 51123	SENIOR DIRECTOR OF FINANCE	25.00	Officer	$137,224	$16,376	$153,600
CAROLINE BACKER	ASSISTANT EXECUTIVE DIRECTOR	40.00	Highest	$113,838	$15,539	$129,377
MELISSA NAGUS	SENIOR DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$115,933	$15,464	$131,397

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$9,556,072	$8,964,046	$47,809,375	$592,026
2022	$9,219,516	$7,041,467	$45,635,121	$2,178,049
2021	$8,037,988	$5,678,621	$49,850,196	$2,359,367
2020	$8,758,615	$7,206,134	$42,682,229	$1,552,481
2019	$10,274,715	$8,686,051	$40,644,921	$1,588,664
2018	$8,819,896	$7,738,736	$38,066,888	$1,081,160