PI BETA PHI FRATERNITY MICHIGAN BETA CHAPTER (EIN 380927705) - 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

1888

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY MICHIGAN BETA CHAPTER, founded in 1888, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024.

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 $1,151,116

Investment Income $197

Other Revenue $9,516

TOTAL REVENUE $1,160,829

Expense Breakdown

Grants Paid $2,163

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,136,524

TOTAL EXPENSES $1,138,687

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,160,829	$1,140,275	+0.0%
Expenses	$1,138,687	$1,144,360	0.0%
Net Income	$22,142	$-4,085	-6.4%

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
ELIZABETH LOCKWOOD 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
OLIVIA POWELL 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
SARAH DANESH 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
REESE PATCHEN 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ISABELLE FERRANDO 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ELIZABETH STAFFORD 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
OLIVIA ZIMMERMAN 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SHREYA BARLINGE 2024	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
JOLIE OLESHANKSY 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
PAIGE STEINHAUSER 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
EMILY PHILLIPPPS 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
JADYN POLLACK 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
MAYA HERVEY 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
OLIVIA PISTONE 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
LINDSEY DARNELL 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
GRACE DESAI 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	$1,160,829	$1,138,687	$235,325	$22,142
2024	$1,140,275	$1,144,360	$227,184	$-4,085
2023	$932,663	$953,392	$245,419	$-20,729
2021	$539,317	$560,558	$243,367	$-21,241
2020	$818,673	$928,636	$284,708	$-109,963
2019	$333,416	$347,314	$390,480	$-13,898

PI BETA PHI FRATERNITY MICHIGAN BETA CHAPTER