PI BETA PHI FRATERNITY ILLINOIS THETA CHAPTER (EIN 370679865) - 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

1947

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2022-07-01 to 2023-06-30

PI BETA PHI FRATERNITY ILLINOIS THETA CHAPTER, founded in 1947, is a small nonprofit that reported $454K in total revenue in fiscal year 2022. Expenses of $404K left a modest 11% surplus.

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 (2022)

Revenue Breakdown

Contributions & Grants $17,582

Program Service Revenue $435,272

Investment Income $16

Other Revenue $630

TOTAL REVENUE $453,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $403,928

TOTAL EXPENSES $403,928

Year-over-Year Comparison

	2022	2021	Change
Revenue	$453,500	$474,393	0.0%
Expenses	$403,928	$466,127	-0.1%
Net Income	$49,572	$8,266	+5.0%

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
SUMMER MEYER 2022	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
HANNAH HALASKA 2022	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
JESSIE TOPEL 2022	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
KYLIE BJES 2022	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ABBEY BAILEY 2022	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CHLOEE HANSEN 2022	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MEGHAN STAUNTON 2022	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KAMILA SZWEDO 2022	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
NASARIA ESPARZA 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
JESSICA LUCZAK 2023	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
NATALIE ERBS 2023	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
KATIE WELBORN 2023	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SARAH GEORGE 2023	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
JADA LESS 2023	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
SOPHIE SHANKLIN 2023	VICE PRESIDENT RISK MANAGEMENT	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$453,500	$403,928	$106,347	$49,572
2022	$474,393	$466,127	$52,404	$8,266
2021	$413,818	$431,901	$50,938	$-18,083

PI BETA PHI FRATERNITY ILLINOIS THETA CHAPTER