PI BETA PHI FRATERNITY VIRGINIA EPSILON CHAPTER (EIN 541040542) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2022-07-01 to 2023-06-30

PI BETA PHI FRATERNITY VIRGINIA EPSILON CHAPTER, founded in 1975, is a small nonprofit that reported $309K in total revenue in fiscal year 2018. Expenses of $264K left a modest 15% surplus.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $495,545

Investment Income $39

Other Revenue $7,001

TOTAL REVENUE $502,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $457,524

TOTAL EXPENSES $457,524

Year-over-Year Comparison

	2022	2021	Change
Revenue	$502,585	$465,178	+0.1%
Expenses	$457,524	$387,500	+0.2%
Net Income	$45,061	$77,678	-0.4%

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
ELSA JENSEN 2022	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KATE RASMUSSEN 2022	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
KERTI SADASSIVAM 2022	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
KATE ARMSTRONG 2022	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
RACHEL MOORE 2022	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
SAMANTHA DICKIE 2022	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
LUCY CHIBIB 2022	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
SARAH MENCHAVEZ 2022	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
SARAH MENCHAVEZ 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ELLIE STROMBRES 2023	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
JULIA STRASSBURGER 2023	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
RACHEL MOORE 2023	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
MARY ELLEN SCHUSTER 2023	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
KATIE HUFFMAN 2023	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MORGAN CARR 2023	VICE PRESIDENT 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	$502,585	$457,524	$625,242	$45,061
2022	$465,178	$387,500	$563,299	$77,678
2020	$290,595	$164,755	$454,724	$125,840
2019	$309,175	$263,698	$293,222	$45,477

PI BETA PHI FRATERNITY VIRGINIA EPSILON CHAPTER