PI BETA PHI FRATERNITY WISCONSIN DELTA CHAPTER

EIN: 431545389

TOWN COUNTRY, MO

Total Revenue
$350,426
Total Expenses
$162,801
Total Assets
$112,880
Net Assets
$112,880
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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
1942
Legal Domicile
WI
Principal Officer
MICAH RICHARDSON
Phone
6362560680
Tax Period
2023-07-01 to 2024-06-30

PI BETA PHI FRATERNITY WISCONSIN DELTA CHAPTER, founded in 1942, is a small nonprofit that reported $350K in total revenue in fiscal year 2023. Revenue surged 134% from the prior year, signaling strong growth momentum. The organization ran a surplus of $188K, a strong 54% operating margin.

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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $351,322
Investment Income $0
Other Revenue $-896
TOTAL REVENUE $350,426

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $162,801
TOTAL EXPENSES $162,801

Year-over-Year Comparison

2023 2022 Change
Revenue $350,426 $149,711 +1.3%
Expenses $162,801 $300,518 -0.5%
Net Income $187,625 $-150,807 -2.2%
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
8

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
16
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AVA TAYLOR 2023 CHAPTER PRESIDENT 10.00
Officer Director
$0 $0 $0
IRIS MURPHY 2023 VICE PRESIDENT COMMUNITY RELATIONS 5.00
Officer Director
$0 $0 $0
CLARE MCGINNIS 2023 VICE PRESIDENT FINANCE/HOUSING 10.00
Officer Director
$0 $0 $0
KATHERINE PANZER 2023 VICE PRESIDENT MEMBER EXPERIENCE 5.00
Officer Director
$0 $0 $0
ABIGAIL BOESEL 2023 VICE PRESIDENT OPERATIONS 5.00
Officer Director
$0 $0 $0
GRACE PECORE 2023 VICE PRESIDENT RECRUITMENT 5.00
Officer Director
$0 $0 $0
EMILEE GREGORY 2023 VICE PRESIDENT RISK MANAGEMENT 5.00
Officer Director
$0 $0 $0
ANA AGUILAR 2023 VICE PRESIDENT INCLUSION 5.00
Officer Director
$0 $0 $0
GRACE PECORE 2024 CHAPTER PRESIDENT 10.00
Officer Director
$0 $0 $0
ISABELLE FELBER 2024 VICE PRESIDENT COMMUNITY RELATIONS 5.00
Officer Director
$0 $0 $0
MAKAYLA SPANIER 2024 VICE PRESIDENT FINANCE/HOUSING 10.00
Officer Director
$0 $0 $0
PAIGE ACKLIE 2024 VICE PRESIDENT MEMBER EXPERIENCE 5.00
Officer Director
$0 $0 $0
BRENNA TIGER 2024 VICE PRESIDENT OPERATIONS 5.00
Officer Director
$0 $0 $0
ELENA HOLTZMAN 2024 VICE PRESIDENT RECRUITMENT 5.00
Officer Director
$0 $0 $0
ANGELLE MANTHEY 2024 VICE PRESIDENT RISK MANAGEMENT 5.00
Officer Director
$0 $0 $0
ALLIE DANIELS 2024 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 No data No data No data No data
2024 $350,426 $162,801 $112,880 $187,625
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