PI BETA PHI FRATERNITY CALIFORNIA THETA CHAPTER (EIN 680043217) - 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

1980

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY CALIFORNIA THETA CHAPTER, founded in 1980, is a small nonprofit that reported $203K 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 $194,286

Investment Income $28

Other Revenue $8,821

TOTAL REVENUE $203,135

Expense Breakdown

Grants Paid $13,395

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $190,579

TOTAL EXPENSES $203,974

Year-over-Year Comparison

	2024	2023	Change
Revenue	$203,135	$206,243	0.0%
Expenses	$203,974	$172,061	+0.2%
Net Income	$-839	$34,182	-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
MIA TOLLES	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KELSEY FARHIT	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
PARKER POWELL	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
LAUREN GOMEZ	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LAUREN CEGELSKI	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
SIOBHAN GALLAGHER	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
EMMA WARD	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MAKENNA CABRERA	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
GRACE GOODFRIEND	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
BRIANA GONZALES	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
LEYLI FASSIHI	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MIA VILLEGAS	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
MEGAN JOSEPH	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
BROOKLYN MUNCE	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ELISE DROWN	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MIRANDA KURTZ	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	$203,135	$203,974	$118,327	$-839
2024	$206,243	$172,061	$113,684	$34,182
2023	$164,136	$180,161	$91,951	$-16,025
2022	$209,296	$210,118	$107,987	$-822

PI BETA PHI FRATERNITY CALIFORNIA THETA CHAPTER