PI BETA OF CHI OMEGA HOUSE CORPORATION (EIN 463578806) - 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

2014

Legal Domicile

Principal Officer

LORI HUBERTY

Phone

6126245015

Tax Period

2023-07-01 to 2024-06-30

PI BETA OF CHI OMEGA HOUSE CORPORATION, founded in 2014, is a small nonprofit in the Education sector that reported $503K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $472K left a modest 6% surplus.

Mission

PROVIDE, OPERATE AND MAINTAIN FACILITY FOR THE USE AND BENEFIT OF PI BETA CHAPTER OF CHI OMEGA SORORITY AT THE UNIVERSITY OF MINNESOTA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $400

Program Service Revenue $497,647

Investment Income $4,355

Other Revenue $550

TOTAL REVENUE $502,952

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,378

Fundraising Expenses $0

Other Expenses $401,667

TOTAL EXPENSES $472,045

Year-over-Year Comparison

	2023	2022	Change
Revenue	$502,952	$463,448	+0.1%
Expenses	$472,045	$440,606	+0.1%
Net Income	$30,907	$22,842	+0.4%

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
LORI HUBERTY	PRESIDENT	8.00	Officer Director	$0	$0	$0
MARY FARLEY	TREASURER	3.00	Officer Director	$0	$0	$0
ERICA STEFFENSON	SECRETARY	5.00	Officer Director	$0	$0	$0
LEE HERUM	FACILIITES DIRECTOR	8.00	Director	$0	$0	$0
ERIN EASTMAN	CATERING LIAISON	5.00	Director	$0	$0	$0
EMILY PEACH	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BRITTANY TEAL	MEMBER AT LARGE	2.00	Director	$0	$0	$0
VANESSA ORCUTT	MEMBER AT LARGE	3.00	Director	$0	$0	$0
JORDAN BOYD	MEMBER AT LARGE	4.00	Director	$0	$0	$0
BRITTA MOEN	MEMBER AT LARGE	5.00	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	$502,952	$472,045	$512,043	$30,907
2023	$463,448	$440,606	$497,706	$22,842
2022	$461,470	$452,240	$479,550	$9,230
2021	$343,489	$337,412	$487,878	$6,077

PI BETA OF CHI OMEGA HOUSE CORPORATION