PI BETA PHI FRATERNITY NORTH CAROLINA ALPHA CHAPTER (EIN 560553636) - 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

1923

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY NORTH CAROLINA ALPHA CHAPTER, founded in 1923, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.4M exceeded revenue, resulting in a 13% 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,282,004

Investment Income $0

Other Revenue $-3,799

TOTAL REVENUE $1,278,205

Expense Breakdown

Grants Paid $35,146

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,409,801

TOTAL EXPENSES $1,444,947

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,278,205	$1,192,606	+0.1%
Expenses	$1,444,947	$1,175,492	+0.2%
Net Income	$-166,742	$17,114	-10.7%

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 MASSEY	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MADELINE PERONTO	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
HANNAH REED	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
SYDNEY SHEPPARD	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
TAYLOR MAYNOR	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
RACHEL SIMMONS	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ABIGAIL MERRYMAN	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SOPHIA TERRACIANO-SPENCE	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
CLAIRE EVANS	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
AUDREY SMITH	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
AVERY ZAPATA	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
LILIAN GULIELMO	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ANNA STIEHLER	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
VICTORIA RISHER	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ALEXANDRA DOYLE	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
FRANCESCA FABIANO-GROSSI	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	$1,278,205	$1,444,947	$197,212	$-166,742
2024	No data	No data	No data	No data
2023	$1,191,082	$1,176,481	$480,495	$14,601
2022	$1,086,333	$1,002,208	$350,458	$84,125
2021	$653,629	$902,200	$255,938	$-248,571
2020	$379,898	$390,843	$512,591	$-10,945
2019	$540,029	$520,639	$547,432	$19,390
2018	$482,331	$442,228	$504,223	$40,103

PI BETA PHI FRATERNITY NORTH CAROLINA ALPHA CHAPTER