PI BETA PHI FRATERNITY MISSOURI ALPHA CHAPTER (EIN 430457640) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1899

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2022-07-01 to 2023-06-30

PI BETA PHI FRATERNITY MISSOURI ALPHA CHAPTER is a tax-exempt nonprofit with EIN 430457640, based in TOWN COUNTRY, MO. Founded in 1899, the organization files IRS Form 990 and reported its most recent data for fiscal year 2022. In that period, it reported $1,176,794 in total revenue and $1,099,585 in total expenses, with net assets of $976,347.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $298

Program Service Revenue $1,167,083

Investment Income $356

Other Revenue $9,057

TOTAL REVENUE $1,176,794

Expense Breakdown

Grants Paid $10,252

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,089,333

TOTAL EXPENSES $1,099,585

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,176,794	$1,117,381	+0.1%
Expenses	$1,099,585	$1,034,230	+0.1%
Net Income	$77,209	$83,151	-0.1%

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
SHANNON CASEY 2022	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
CLARA BROWN 2022	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
AVERY UTTERSON 2022	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
KATE BURNS 2022	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ELLA ROLF 2022	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ELLE SECK 2022	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ABBY MANNER 2022	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
LAINEY STEVENS 2022	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
SHANNON CASEY 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
CLARA BROWN 2023	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
AVERY UTTERSON 2023	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
KATE BURNS 2023	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ELLA ROLF 2023	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ELLE SECK 2023	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ABBY MANNER 2023	VICE PRESIDENT RISK MANAGEMENT	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
2024	No data	No data	No data	No data
2023	$1,176,794	$1,099,585	$976,395	$77,209
2022	$1,117,381	$1,034,230	$899,138	$83,151
2021	$925,247	$855,328	$815,987	$69,919
2020	$513,213	$509,708	$779,230	$3,505
2019	$666,300	$739,346	$781,733	$-73,046

PI BETA PHI FRATERNITY MISSOURI ALPHA CHAPTER