PI KAPPA PHI FRATERNITY KAPPA BETA CHAPTER (EIN 464595438) - 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

ALEX FELTZ

Tax Period

2018-01-01 to 2018-12-31

PI KAPPA PHI FRATERNITY KAPPA BETA CHAPTER, founded in 2014, is a small nonprofit that reported $243K in total revenue in fiscal year 2018. Revenue surged 354% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 21% operating margin.

Mission

LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $242,959

Investment Income $0

Other Revenue $0

TOTAL REVENUE $242,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $191,403

TOTAL EXPENSES $191,403

Year-over-Year Comparison

	2018	2017	Change
Revenue	$242,959	$53,487	+3.5%
Expenses	$191,403	$27,438	+6.0%
Net Income	$51,556	$26,049	+1.0%

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

N/A

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
TYSON PACHNIAK	ARCHON	N/A	Officer	$0	$0	$0
NOLAN SOPER	CHAPLAIN	N/A	Officer	$0	$0	$0
JAMES TJEERDEMA	HISTORIAN	N/A	Officer	$0	$0	$0
JACOB READ	PHILANTHROPY	N/A	Officer	$0	$0	$0
QUINN THLERITIS	RISK MGMT SP	N/A	Officer	$0	$0	$0
YASSIN BOUCHAMA	SECRETARY	N/A	Officer	$0	$0	$0
JOSEPH MILLER	STANDARDS CH	N/A	Officer	$0	$0	$0
ALEX FELTZ	TREASURER	N/A	Officer	$0	$0	$0
RYAN KELLY	VICE ARCHON	N/A	Officer	$0	$0	$0
JACOB HOWARD	WARDEN	N/A	Officer	$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
2018	$242,959	$191,403	$56,740	$51,556

PI KAPPA PHI FRATERNITY KAPPA BETA CHAPTER