PI BETA PHI FRATERNITY FLORIDA EPSILON CHAPTER (EIN 592029827) - 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

1981

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY FLORIDA EPSILON CHAPTER, founded in 1981, is a small nonprofit that reported $767K in total revenue in fiscal year 2024.

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 $765,548

Investment Income $0

Other Revenue $1,482

TOTAL REVENUE $767,030

Expense Breakdown

Grants Paid $5,659

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $758,119

TOTAL EXPENSES $763,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$767,030	$803,490	0.0%
Expenses	$763,778	$722,378	+0.1%
Net Income	$3,252	$81,112	-1.0%

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
JORDAN SIMONSEN	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
SUZANNA DONALDSON	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
JESSICA HAMM	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ALEXIS JONES	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
EMMA PATTERSON	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
MIKAYLA HOFFMAN	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
AVA CHESNEY	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SKYLAR DEGRAW	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
JORDAN MAY 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
TIERNEY MCFADDEN 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
JENNIFER HAMM 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
KATIE CURTIN 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
HEIDY CARRALERO 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
LIEL GAVRA 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
AMBER HAYDEN 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MEGAN VAN ES MAURY 2025	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	$767,030	$763,778	$148,916	$3,252
2024	$803,490	$722,378	$145,664	$81,112
2023	$679,054	$799,663	$70,901	$-120,609
2022	$638,370	$738,695	$185,161	$-100,325
2021	$409,234	$530,848	$285,486	$-121,614

PI BETA PHI FRATERNITY FLORIDA EPSILON CHAPTER