PI BETA PHI FRATERNITY IOWA ZETA CHAPTER (EIN 420468960) - 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

1882

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY IOWA ZETA CHAPTER, founded in 1882, is a small nonprofit that reported $753K 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 $1,944

Program Service Revenue $721,161

Investment Income $1

Other Revenue $29,822

TOTAL REVENUE $752,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $735,638

TOTAL EXPENSES $735,638

Year-over-Year Comparison

	2024	2023	Change
Revenue	$752,928	$701,555	+0.1%
Expenses	$735,638	$608,954	+0.2%
Net Income	$17,290	$92,601	-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
REESE LIESER	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ELIZABETH RIPPEL	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ELIZABETH AGUIRRE	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MADELINE CHMIEL	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
MADISON KOROSEC	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
TAYLOR MATHEWS	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MADELINE RUBY	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
RENEE AGUAYO	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
REESE HARTKE 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
JESSE LAFFREDO 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MADISON BAUMANN 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ANNA LANGEL 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SOFIA GUMUCIO 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
BETH LOUIS 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
KELSEY TAYLOR 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
TEIGHAN HARRIS 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	$752,928	$735,638	$126,392	$17,290
2024	No data	No data	No data	No data
2023	$525,822	$505,645	$36,501	$20,177
2022	$586,002	$576,622	$16,324	$9,380
2021	$478,428	$532,188	$6,986	$-53,760
2019	$234,451	$280,845	$139,806	$-46,394

PI BETA PHI FRATERNITY IOWA ZETA CHAPTER