KENTUCKY BETA OF PI BETA PHI HOUSE… - 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

1963

Legal Domicile

Principal Officer

NANCY WILSON

Phone

8592241042

Tax Period

2024-09-01 to 2025-08-31

KENTUCKY BETA OF PI BETA PHI HOUSE ASSOCIATION INC, founded in 1963, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $145K left a modest 11% surplus.

Mission

KENTUCKY BETA OF PI BETA PHI HOUSE CORPORATION, INC. COLLECTS HOUSING FEES AND DAMAGE DEPOSITS AS WELL AS DUES AND ASSESSMENTS FROM ITS MEMBERS IN ITS OPERATION OF THE HOUSING FACILITIES FOR THE KENTUCKY BETA CHAPTER OF PI BETA PHI FRATERNITY ON THE CAMPUS OF THE UNIVERSITY OF KENTUCKY.

Program Service Accomplishments

Program 1

KENTUCKY BETA OF PI BETA PHI HOUSE CORPORATION, INC. COLLECTS HOUSING FEES AND DAMAGE DEPOSITS AS WELL AS DUES AND ASSESSMENTS FROM ITS MEMBERS IN ITS OPERATION OF THE HOUSING FACILITIES FOR THE...

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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 $162,500

Investment Income $825

Other Revenue $0

TOTAL REVENUE $163,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,162

Fundraising Expenses $0

Other Expenses $78,675

TOTAL EXPENSES $144,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,325	$303,221	-0.5%
Expenses	$144,837	$321,881	-0.6%
Net Income	$18,488	$-18,660	-2.0%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
LINDA SMITH	PRESIDENT	Officer Director	$0	$0	$0
LESLIE FLYNN	TREASURER	Officer Director	$0	$0	$0
LAUREN KEELER	SECRETARY	Officer Director	$0	$0	$0
TRICIA SHACKLEFORD	MEMBER	Director	$0	$0	$0
LESLIE DODD	MEMBER	Director	$0	$0	$0
SUSAN KENNEDY	MEMBER	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	$163,325	$144,837	$374,151	$18,488
2024	$303,221	$321,881	$355,663	$-18,660
2023	$350,830	$298,472	$374,323	$52,358
2022	$28,430	$252,271	$321,965	$-223,841
2021	$294,504	$319,640	$545,806	$-25,136
2020	$274,166	$303,063	$570,942	$-28,897

KENTUCKY BETA OF PI BETA PHI HOUSE ASSOCIATION INC