PI BETA PHI BLDG CORP (EIN 426065562) - 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

1938

Legal Domicile

Principal Officer

JAMI HAGEMEIER

Phone

5152322210

Tax Period

2024-09-01 to 2025-08-31

PI BETA PHI BLDG CORP, founded in 1938, is a small nonprofit that reported $379K in total revenue in fiscal year 2024. Net assets of $1.1M represent 34 months of operating reserves.

Mission

THE CORPORATION WAS ORGANIZED FOR THE PURPOSE OF HOLDING TITLE TO PROPERTY AND COLLECTING INCOME FROM THERE TO SUPPORT THE SOCIAL ACTIVITIES OF THE CHAPTER IN ORDER TO PROMOTE LASTING AND ENDURING FRIENDSHIP AMONG ITS MEMBERS AND TO FOSTER HIGH STANDARDS OF INTELLECTUAL ACHIEVEMENT.

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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 $369,950

Investment Income $9,497

Other Revenue $0

TOTAL REVENUE $379,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,067

Fundraising Expenses $0

Program Expenses $373,447

Other Expenses $219,380

TOTAL EXPENSES $373,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$379,447	$369,634	+0.0%
Expenses	$373,447	$321,633	+0.2%
Net Income	$6,000	$48,001	-0.9%

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

Volunteers

N/A

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
JAMI HAGEMEIER	CHAIRMAN	N/A	Officer	$0	$0	$0
CAROLE OTTEMAN	TREASURER	N/A	Officer	$0	$0	$0
EMILY TUTTLE LAW	BOARD MEMBER	N/A	Director	$0	$0	$0
KERRY JOHNSON FOSTER	BOARD MEMBER	N/A	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	$379,447	$373,447	$1,074,615	$6,000
2024	$369,634	$321,633	$1,068,719	$48,001
2023	$200,735	$337,801	$1,020,700	$-137,066
2022	$277,914	$297,377	$1,157,666	$-19,463
2021	$278,896	$309,079	$1,177,283	$-30,183
2020	$296,716	$306,259	$1,207,550	$-9,543
2019	$347,388	$313,921	$1,217,032	$33,467
2018	$334,483	$309,274	$1,183,447	$25,209

PI BETA PHI BLDG CORP