PI BETA PHI FRATERNITY FLORIDA BETA CHAPTER (EIN 590638867) - 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

1921

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY FLORIDA BETA CHAPTER, founded in 1921, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.5M left a modest 7% surplus.

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 $2,225

Program Service Revenue $1,512,867

Investment Income $127

Other Revenue $54,983

TOTAL REVENUE $1,570,202

Expense Breakdown

Grants Paid $58,015

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,399,490

TOTAL EXPENSES $1,457,505

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,570,202	$1,484,211	+0.1%
Expenses	$1,457,505	$1,370,261	+0.1%
Net Income	$112,697	$113,950	0.0%

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
CAROLINA ALVAREZ	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KYLIE ALDRIDGE	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
CAMPBELL BATES	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MARGOT MCFADDEN	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SOPHIE ROY	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ARIANA STEIGHNER	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ALYSSA GONZALEZ	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
LEAH MCASKILL	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
MARGOT MCFADDEN	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
GRACE MONAGHAN	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
CAROLINE BLAKENEY	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ANABELLE SHELHORN	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
CAMPBELL BATES	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
MARYCLAIRE STEWART	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ASHLEY FLAY	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
TENNLEY COMPARETTO	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	$1,570,202	$1,457,505	$655,775	$112,697
2024	No data	No data	No data	No data
2023	$1,415,035	$1,339,832	$424,859	$75,203
2022	$1,374,599	$1,256,828	$349,373	$117,771
2021	$1,132,584	$1,094,777	$231,602	$37,807
2019	$678,206	$680,482	$349,300	$-2,276

PI BETA PHI FRATERNITY FLORIDA BETA CHAPTER