PI BETA PHI FRATERNITY VIRGINIA THETA CHAPTER (EIN 541606917) - 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

1992

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2023-07-01 to 2024-06-30

PI BETA PHI FRATERNITY VIRGINIA THETA CHAPTER, founded in 1992, is a small nonprofit that reported $159K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $25K, a strong 16% operating margin.

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $158,920

Investment Income $14

Other Revenue $299

TOTAL REVENUE $159,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $134,067

TOTAL EXPENSES $134,067

Year-over-Year Comparison

	2023	2022	Change
Revenue	$159,233	$145,353	+0.1%
Expenses	$134,067	$227,744	-0.4%
Net Income	$25,166	$-82,391	-1.3%

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
KAYLIN JURY 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
LANEY RZEPPA 2023	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
HANNAH SHIFFERT 2023	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MADELEIN TREZZA 2023	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
LANA HESS 2023	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SHELBY MILLER 2023	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
HEIDI THIESSEN 2023	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MARY ARDOIN 2023	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
WINTER ASHLEY 2023	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
PAIGE MAMMORELLA 2023	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
SARAH PIERPOINT 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
AUDREY D'AUTORIO 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
WINTER ASHLEY 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MARY BLACKWOOD 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
HANNAH SHIFFERT 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CECELIA SCHWEITZER 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
RACHEL ROMANO 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ANGELINE COSTELLO 2024	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	No data	No data	No data	No data
2024	$159,233	$134,067	$65,748	$25,166
2023	$145,353	$227,744	$41,732	$-82,391
2022	$302,067	$314,345	$122,988	$-12,278

PI BETA PHI FRATERNITY VIRGINIA THETA CHAPTER