PI BETA PHI FRATERNITY IOWA GAMMA CHAPTER (EIN 420468955) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1877

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY IOWA GAMMA CHAPTER, founded in 1877, is a small nonprofit that reported $632K in total revenue in fiscal year 2024.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $50

Program Service Revenue $620,413

Investment Income $5,600

Other Revenue $6,322

TOTAL REVENUE $632,385

Expense Breakdown

Grants Paid $6,058

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $611,368

TOTAL EXPENSES $617,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$632,385	$606,933	+0.0%
Expenses	$617,426	$604,110	+0.0%
Net Income	$14,959	$2,823	+4.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ELLA GORISHEK-RICHARDSON	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KATHERINE KILKENNY	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
AUDREY WYATT	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ELLEN HALBUR	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ELLA KRUGER	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
MIA BROADSTONE	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
DANIELA RODRIGUEZ	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
BRYNN ZIMMERMAN	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
GRACE WATKINS 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ELLA DORMAN 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
BROOKLYN DAMGAARD 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
SAM SHEPARD 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LANE WINTERS 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ISABEL WOLF 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ALAYNA HARKEN 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MACY RIESER 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	$632,385	$617,426	$113,352	$14,959
2024	$606,933	$604,110	$98,393	$2,823
2023	$483,853	$498,944	$97,935	$-15,091
2022	$507,287	$528,955	$110,661	$-21,668
2021	$328,668	$406,345	$132,328	$-77,677
2019	$269,259	$263,121	$301,316	$6,138

PI BETA PHI FRATERNITY IOWA GAMMA CHAPTER