PI BETA PHI FRATERNITY TEXAS ZETA CHAPTER (EIN 510229191) - 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

1977

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2022-07-01 to 2023-06-30

PI BETA PHI FRATERNITY TEXAS ZETA CHAPTER, founded in 1977, is a small nonprofit that reported $408K in total revenue in fiscal year 2022. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $620K exceeded revenue, resulting in a 52% operating deficit.

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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $394,910

Investment Income $125

Other Revenue $12,538

TOTAL REVENUE $407,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $619,596

TOTAL EXPENSES $619,596

Year-over-Year Comparison

	2022	2021	Change
Revenue	$407,573	$536,930	-0.2%
Expenses	$619,596	$525,150	+0.2%
Net Income	$-212,023	$11,780	-19.0%

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

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
BAILEY NOWLIN 2022	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
EMMA YEATMAN 2022	VP OPERATIONS	5.00	Officer Director	$0	$0	$0
CLAIRE KEISTER 2022	VP RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ANNA BRYANT 2022	VP MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
MADELINE OLIVER 2022	VP FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ERIN WARREN 2022	VP COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
JULIANNA LEWIS 2022	VP RECRUITMENT	5.00	Officer Director	$0	$0	$0
JORDAN WELDAY 2022	VP INCLUSION	5.00	Officer Director	$0	$0	$0
JULIANNA LEWIS 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
CAMILLE RAMSEY 2023	VP COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
CAMRYN ENGLAND 2023	VP FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ELIZABETH LAWRENCE 2023	VP MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
HARTLEY CLARK 2023	VP OPERATIONS	5.00	Officer Director	$0	$0	$0
HANNAH STONE 2023	VP RECRUITMENT	5.00	Officer Director	$0	$0	$0
SK EDWARDS 2023	VP RISK MANAGEMENT	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$407,573	$619,596	$345,485	$-212,023
2022	$536,930	$525,150	$361,795	$11,780
2021	$253,765	$312,700	$353,806	$-58,935
2020	$354,244	$371,200	$413,118	$-16,956
2019	$445,327	$420,282	$424,363	$25,045
2018	$380,072	$387,957	$391,938	$-7,885

PI BETA PHI FRATERNITY TEXAS ZETA CHAPTER