IOWA ZETA CHAPTER OF PI BETA PHI BUILDING ASSOCIATION (EIN 426077081) - 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

1924

Legal Domicile

Principal Officer

Dana Simcox

Phone

4234793007

Tax Period

2024-09-01 to 2025-08-31

IOWA ZETA CHAPTER OF PI BETA PHI BUILDING ASSOCIATION, founded in 1924, is a small nonprofit that reported $352K in total revenue in fiscal year 2024. Expenses of $322K left a modest 8% surplus.

Mission

To mutually encourage and assist its memebers in social, mental and moral advancement as well as enable alumnae members of Pi Beta Phi to continue in various membership roles.

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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 $335,085

Investment Income $16,996

Other Revenue $0

TOTAL REVENUE $352,081

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,339

Fundraising Expenses $0

Other Expenses $262,055

TOTAL EXPENSES $322,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$352,081	$333,976	+0.1%
Expenses	$322,394	$254,446	+0.3%
Net Income	$29,687	$79,530	-0.6%

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

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
Dana Williams Simcox	President	2.00	Officer Director	$0	$0	$0
Ann Collins Hattery	Secretary	2.00	Officer Director	$0	$0	$0
Sara Sauter	Treasurer	2.00	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	$352,081	$322,394	$1,154,488	$29,687
2024	$333,976	$254,446	$1,124,801	$79,530
2023	$271,848	$261,430	$1,045,437	$10,418
2022	$359,452	$316,884	$1,035,252	$42,568
2021	$341,220	$262,054	$992,597	$79,166
2020	$341,559	$233,015	$913,452	$108,544
2019	$339,624	$278,757	$804,877	$60,867
2018	$348,425	$361,808	$911,854	$-13,383

IOWA ZETA CHAPTER OF PI BETA PHI BUILDING ASSOCIATION