PI BETA PHI FRATERNITY KANSAS BETA CHAPTER (EIN 480546418) - 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

1915

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY KANSAS BETA CHAPTER, founded in 1915, is a small nonprofit that reported $866K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,539

Program Service Revenue $848,813

Investment Income $259

Other Revenue $14,611

TOTAL REVENUE $866,222

Expense Breakdown

Grants Paid $12,152

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $863,345

TOTAL EXPENSES $875,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$866,222	$753,397	+0.1%
Expenses	$875,497	$794,752	+0.1%
Net Income	$-9,275	$-41,355	-0.8%

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

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
ALLISON DRAGOO	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
EMMA SCHILLING	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ASHLEY THOMAS	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
GABRIELLE ULVENES	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
CASSIDY SCHOENFELD	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
EVA NAAB	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
SYDNEY WOOD	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ABIGAIL HORSCH	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
ASHLEY THOMAS 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
JULIA RIEGER 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
DARBY KALSCHEUR 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
GRACE GOODWIN 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
MADALYNN SKORUPAN 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ELLYSON SOMERS 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
EMMA KOLICH 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
EMERSYN ORME 2025	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	$866,222	$875,497	$236,710	$-9,275
2024	$753,397	$794,752	$245,863	$-41,355
2023	$726,260	$774,701	$290,332	$-48,441
2022	$696,679	$779,609	$336,908	$-82,930
2021	$709,259	$732,187	$425,372	$-22,928
2020	$345,292	$424,128	$442,529	$-78,836
2019	$524,570	$506,172	$573,001	$18,398

PI BETA PHI FRATERNITY KANSAS BETA CHAPTER