PI BETA PHI FRATERNITY WISCONSIN ALPHA CHAPTER (EIN 391553017) - 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

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY WISCONSIN ALPHA CHAPTER, founded in 1894, is a small nonprofit that reported $886K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $831K left a modest 6% 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $881,220

Investment Income $197

Other Revenue $5,003

TOTAL REVENUE $886,420

Expense Breakdown

Grants Paid $4,347

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $826,894

TOTAL EXPENSES $831,241

Year-over-Year Comparison

	2024	2023	Change
Revenue	$886,420	$791,230	+0.1%
Expenses	$831,241	$513,212	+0.6%
Net Income	$55,179	$278,018	-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
MARIN ROSEN	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ANNA ROUZER	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MCKENNA KIRSCHT	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MOLLY PERSSON	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LILA RANDALL	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
SAMANTHA LACKE	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
IRIS TREHARNE-JONES	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
NADIA MAUSCH	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
FAITH JOHNSON	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
BELLA GRENO	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ELLA TARWACKI	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
LEAH LAEUGER	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ESTELLE GLASER	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
VIVIAN FREDERICK	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
AINSLEY OLEN	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SADIE GUTTERMAN	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	$886,420	$831,241	$674,298	$55,179
2024	No data	No data	No data	No data
2023	$810,391	$1,004,156	$341,808	$-193,765
2022	$796,776	$729,822	$534,866	$66,954
2021	$530,091	$547,016	$483,204	$-16,925
2019	$312,509	$286,008	$528,486	$26,501

PI BETA PHI FRATERNITY WISCONSIN ALPHA CHAPTER