PI BETA PHI NE BETA HOUSE CORPORATION (EIN 470597800) - 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

1926

Legal Domicile

Principal Officer

KRISTIN RUGEN

Phone

6362560680

Tax Period

2020-09-01 to 2021-08-31

PI BETA PHI NE BETA HOUSE CORPORATION, founded in 1926, is a small nonprofit that reported $379K in total revenue in fiscal year 2020. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 16% operating margin.

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%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $73,000

Program Service Revenue $305,590

Investment Income $0

Other Revenue $0

TOTAL REVENUE $378,590

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,371

Fundraising Expenses $0

Other Expenses $287,218

TOTAL EXPENSES $318,589

Year-over-Year Comparison

	2020	2019	Change
Revenue	$378,590	$295,649	+0.3%
Expenses	$318,589	$290,680	+0.1%
Net Income	$60,001	$4,969	+11.1%

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

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
AMY BANKS FENDRICK	TREASURER	5.00	Officer Director	$0	$0	$0
ANNA SEIPEL BURGE	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHANIE LEE BUCKLEY	MEMBER	0.10	Director	$0	$0	$0
JOLENE NICHOLS KAMRATH	MEMBER	0.10	Director	$0	$0	$0
CHERRI PHILLIPS MURPHY	MEMBER	0.10	Director	$0	$0	$0
ASHLEE KOCINA YOUNG	MEMBER	0.10	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
2021	$378,590	$318,589	$555,515	$60,001
2020	$295,649	$290,680	$485,984	$4,969
2019	$289,957	$355,836	$486,425	$-65,879
2018	$329,927	$330,019	$549,003	$-92

PI BETA PHI NE BETA HOUSE CORPORATION