PI BETA PHI FRATERNITY GEORGIA ALP… - Form 990 Financial Data

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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

1939

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY GEORGIA ALPHA CHAPTER, founded in 1939, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $656K, a strong 62% operating margin.

Mission

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

Program Service Accomplishments

Program 1

THE GEORGIA ALPHA CHAPTER OF PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES, OR OTHER FUNDS PAID BY ITS MEMBERS AND PROVIDES GOODS, FACILITIES, AND SERVICES TO MEMBERS WHILE ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS BY SUPPORTING PHILANTHROPIC AND COMMUNITY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 337 MEMBERS.

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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 $117

Program Service Revenue $1,037,893

Investment Income $2,269

Other Revenue $23,001

TOTAL REVENUE $1,063,280

Expense Breakdown

Grants Paid $27,943

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $379,264

TOTAL EXPENSES $407,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,063,280	$1,458,175	-0.3%
Expenses	$407,207	$715,225	-0.4%
Net Income	$656,073	$742,950	-0.1%

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
KHLOE PARHAM	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
REID JACOBE	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
SYDNEY LONG	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
JACQUELINE GEWERT	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ISABELLE ATKINS	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
KATELYN BAILEY	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ANNA HARRIS	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KELLY HEGON	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
ISABELLE ATKINS	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
REID JACOBE	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
RACHEL GRIGGS	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ELLA SMITH	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
AVERY RAMSEY	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
MOLLY SPOTORNO	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ABIGAIL JOHN	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SOFIA ARBOLEDA	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	$1,063,280	$407,207	$2,006,003	$656,073
2024	$1,458,175	$715,225	$1,349,930	$742,950
2023	$1,357,088	$1,264,344	$615,970	$92,744
2022	$1,179,667	$1,196,307	$514,236	$-16,640
2021	$1,097,958	$837,076	$531,375	$260,882
2020	$258,006	$461,945	$299,901	$-203,939
2019	$630,351	$594,534	$482,279	$35,817

PI BETA PHI FRATERNITY GEORGIA ALPHA CHAPTER