PI BETA PHI FRATERNITY MISSISSIPPI BETA CHAPTER (EIN 640436037) - 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 MISSISSIPPI BETA CHAPTER, founded in 1962, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2022. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $2.0M left a modest 4% surplus.

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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,093,522

Investment Income $8,283

Other Revenue $40,357

TOTAL REVENUE $2,142,162

Expense Breakdown

Grants Paid $153,772

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,895,499

TOTAL EXPENSES $2,049,271

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,142,162	$1,779,648	+0.2%
Expenses	$2,049,271	$1,661,987	+0.2%
Net Income	$92,891	$117,661	-0.2%

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
IZZIE WEATHERINGTON 2022	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
NELLANI SULLIVAN 2022	VP OPERATIONS	5.00	Officer Director	$0	$0	$0
LARISSA AQUAVIVA 2022	VP RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KAMIE DAVIS 2022	VP MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
PAGIE MEEHAN 2022	VP FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
RILEY OBERTINO 2022	VP COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MERRITT WELCH 2022	VP RECRUITMENT	5.00	Officer Director	$0	$0	$0
EMMA GRACE HALE 2022	VP INCLUSION	5.00	Officer Director	$0	$0	$0
IZZIE WEATHERINGTON 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
RILEY OBERTINO 2023	VP COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
PAIGE MEEHAN 2023	VP FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ISABEL COLLOP 2023	VP MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
NELL SULLIVAN 2023	VP OPERATIONS	5.00	Officer Director	$0	$0	$0
MERRITT WELCH 2023	VP RECRUITMENT	5.00	Officer Director	$0	$0	$0
LARISSA AQUAVIVA 2023	VP 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	$2,142,162	$2,049,271	$1,176,307	$92,891
2022	$1,779,648	$1,661,987	$908,825	$117,661
2021	$1,622,264	$1,284,574	$791,164	$337,690
2020	$866,218	$997,987	$461,224	$-131,769
2019	$850,330	$853,939	$587,093	$-3,609

PI BETA PHI FRATERNITY MISSISSIPPI BETA CHAPTER