PI BETA PHI FRATERNITY SOUTH CAROLINA ALPHA CHAPTER (EIN 471737521) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1931

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY SOUTH CAROLINA ALPHA CHAPTER, founded in 1931, is a small nonprofit that reported $709K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $361K, a strong 51% operating margin.

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $215

Program Service Revenue $637,582

Investment Income $126

Other Revenue $71,146

TOTAL REVENUE $709,069

Expense Breakdown

Grants Paid $11,342

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $336,230

TOTAL EXPENSES $347,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$709,069	$522,697	+0.4%
Expenses	$347,572	$519,049	-0.3%
Net Income	$361,497	$3,648	+98.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
SOPHIA LECCESE	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
CASSIE HONEYCUTT	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
KAMDEN CACCAMISE	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ABIGAIL BOATWRIGHT	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
JENNA CALLAN	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
GRACE ADAMS	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MACKENZIE WALDRON	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ELIXABETA GALAVOTTI	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
AMELIA JUDGE	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
REBECCA LOVETT	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
TORI KIBBEE	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
SAMANTHA BROWN	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LAUREN BURKHART	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
LILY GATESMAN	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ISABELLE MONKEN	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
RAQUEL MONTERROSA	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	$709,069	$347,572	$673,133	$361,497
2024	$522,697	$519,049	$299,849	$3,648
2023	$374,550	$263,367	$338,704	$111,183
2022	$343,275	$302,287	$192,016	$40,988
2020	$255,312	$256,778	$397,235	$-1,466
2019	$399,051	$231,657	$312,909	$167,394

PI BETA PHI FRATERNITY SOUTH CAROLINA ALPHA CHAPTER