PI BETA PHI FRATERNITY KENTUCKY BETA CHAPTER (EIN 610581695) - 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

1962

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2022-07-01 to 2023-06-30

PI BETA PHI FRATERNITY KENTUCKY BETA CHAPTER, founded in 1962, is a small nonprofit that reported $546K in total revenue in fiscal year 2022. Expenses of $658K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO MUTALLY 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $534,395

Investment Income $7,490

Other Revenue $4,048

TOTAL REVENUE $545,933

Expense Breakdown

Grants Paid $3,134

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $654,577

TOTAL EXPENSES $657,711

Year-over-Year Comparison

	2022	2021	Change
Revenue	$545,933	$537,696	+0.0%
Expenses	$657,711	$593,607	+0.1%
Net Income	$-111,778	$-55,911	+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
ERIN JOHNSON 2022	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KATHRYN SZUMSKI 2022	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
OLIVIA NEWCOM 2022	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ABAGAEL PEARSON 2022	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LOGAN KACZYNSKI 2022	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CAMPBELL FAIR 2022	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
PAIGE ROMANELLI 2022	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KRISTEN COBB 2022	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
ERIN JOHNSON 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KATHRYN SZUMSKI 2023	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
OLIVIA NEWCOM 2023	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ABAGAEL PEARSON 2023	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LOGAN KACZYNSKI 2023	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CAMPBELL FAIR 2023	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
PAIGE ROMANELLI 2023	VICE PRESIDENT RISK MANAGEMENT	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	No data	No data	No data	No data
2023	$545,933	$657,711	$631,674	$-111,778
2022	$537,696	$593,607	$719,455	$-55,911
2021	$552,325	$543,624	$762,814	$8,701
2020	$305,267	$324,143	$755,802	$-18,876
2019	$458,350	$423,641	$773,800	$34,709

PI BETA PHI FRATERNITY KENTUCKY BETA CHAPTER