PI BETA PHI HOUSE ASSOCIATION

EIN: 456014121

TOWN COUNTRY, MO

Total Revenue
N/A
Total Expenses
$187,843
Total Assets
N/A
Net Assets
N/A
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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
1944
Legal Domicile
ND
Principal Officer
KRISTIN RUGEN
Phone
6362560680
Tax Period
2020-09-01 to 2021-08-31

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS 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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $187,843
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $187,843

Year-over-Year Comparison

2020 2019 Change
Revenue N/A $115,141 -1.0%
Expenses $187,843 $89,980 +1.1%
Net Income N/A $25,161 N/A
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
3
Independent Members
3
Employees
1
Volunteers
3

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
3
$1,800
Total Directors
3
$1,800
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRENDA WIRTH PRESIDENT 0.10
Officer Director
$0 $0 $600
SUZETTE FARRAR VICE PRESIDENT/TREASURER 0.10
Officer Director
$0 $0 $600
ALISA RUDLANG SECRETARY 0.10
Officer Director
$0 $0 $600
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
2021 No data $187,843 No data No data
2020 $115,141 $89,980 $233,987 $25,161
2019 $140,939 $91,095 $215,406 $49,844
2018 $110,096 $105,617 $171,923 $4,479
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