PI BETA PHI FRATERNITY TENNESSEE BETA CHAPTER (EIN 620480178) - 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

1910

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY TENNESSEE BETA CHAPTER, founded in 1910, is a small nonprofit that reported $250K 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 $247,687

Investment Income $45

Other Revenue $2,605

TOTAL REVENUE $250,337

Expense Breakdown

Grants Paid $6,605

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $260,229

TOTAL EXPENSES $266,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,337	$249,429	+0.0%
Expenses	$266,834	$188,792	+0.4%
Net Income	$-16,497	$60,637	-1.3%

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
LINDSEY MAXWELL	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KAELY TORNEK	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
JASMINE JAIN	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
STELLA PAGANO	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ALEXANDRA OUANO	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
LILLY NOLAN	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ALESSANDRA APPEL	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KATHERINE FISHBONE	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
SOPHIE CITRON	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MAYA DOBRINSKY	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
CATHERINE SOMMERFELD	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MADELYN FARNAN	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
MERIN MANSKE	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
GRACE BEBARTA	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
JULIA LVOVSKY	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MAYA MILLER	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	$250,337	$266,834	$267,501	$-16,497
2024	$249,429	$188,792	$277,081	$60,637

PI BETA PHI FRATERNITY TENNESSEE BETA CHAPTER