PI BETA PHI FRATERNITY ALABAMA GAMMA CHAPTER (EIN 630889568) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2022-07-01 to 2023-06-30

PI BETA PHI FRATERNITY ALABAMA GAMMA CHAPTER, founded in 1957, is a small nonprofit that reported $354K in total revenue in fiscal year 2018. Expenses of $336K left a modest 5% surplus.

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $482,364

Investment Income $47

Other Revenue $14,092

TOTAL REVENUE $496,503

Expense Breakdown

Grants Paid $20,290

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $434,973

TOTAL EXPENSES $455,263

Year-over-Year Comparison

	2022	2021	Change
Revenue	$496,503	$420,621	+0.2%
Expenses	$455,263	$400,375	+0.1%
Net Income	$41,240	$20,246	+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
KATHERINE WASIELE 2022	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
EMMA FLOUM 2022	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
BARBARA HINKEY 2022	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
SYDNEY SONDERMAN 2022	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
GABRIELLE HARWELL 2022	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ASHLEY ANDREWS 2022	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
JULIA FINCH 2022	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
BROOKE ZARET 2022	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
ANNELISE JAMES 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
GENEVIEVE LAUGHLIN 2023	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
AVERY WILLIAMS 2023	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
HANNAH DIEHL 2023	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
BROOKE ZARET 2023	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
KATE LAKIS 2023	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
SARAH CLAY 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	$496,503	$455,263	$422,834	$41,240
2022	$420,621	$400,375	$411,894	$20,246
2021	$275,281	$155,137	$365,743	$120,144
2020	$316,476	$267,301	$242,737	$49,175
2019	$353,643	$336,096	$196,912	$17,547

PI BETA PHI FRATERNITY ALABAMA GAMMA CHAPTER