PI BETA PHI FRATERNITY TEXAS EPSILON CHAPTER (EIN 510195911) - 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

1976

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY TEXAS EPSILON CHAPTER, founded in 1976, is a small nonprofit that reported $281K in total revenue in fiscal year 2024. Expenses of $265K left a modest 6% surplus.

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 $0

Program Service Revenue $267,676

Investment Income $121

Other Revenue $13,537

TOTAL REVENUE $281,334

Expense Breakdown

Grants Paid $7,987

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $257,266

TOTAL EXPENSES $265,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$281,334	$287,268	0.0%
Expenses	$265,253	$290,657	-0.1%
Net Income	$16,081	$-3,389	-5.7%

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
ANNA HARRIS	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ISABELLA DENNIS	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MYANNA ROCHA	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
NATALIE SANCHES	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
GRACE GRIMES	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
KARA WILLIAMS	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
LEILANI WILLIAMS	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SARA WEATHERLY	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
KARA WILLIAMS	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
GRACE TALLEY	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
AUTUMN GARZA-SAMFORD	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
SASHA VANNOY	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ISABELLA ROGERS	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
AVERY PESEK	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
WHITNEY COLPITTS	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ASHLEY RODRIGUEZ	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	$281,334	$265,253	$148,593	$16,081
2024	No data	No data	No data	No data
2023	$252,000	$284,895	$136,729	$-32,895
2022	$249,012	$269,008	$168,818	$-19,996

PI BETA PHI FRATERNITY TEXAS EPSILON CHAPTER