PI BETA PHI FRATERNITY LOUISIANA ALPHA CHAPTER (EIN 720595156) - 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

1891

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2023-07-01 to 2024-06-30

PI BETA PHI FRATERNITY LOUISIANA ALPHA CHAPTER, founded in 1891, is a small nonprofit that reported $363K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $349K 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $358,830

Investment Income $2

Other Revenue $4,034

TOTAL REVENUE $362,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $348,588

TOTAL EXPENSES $348,588

Year-over-Year Comparison

	2023	2022	Change
Revenue	$362,866	$392,354	-0.1%
Expenses	$348,588	$344,101	+0.0%
Net Income	$14,278	$48,253	-0.7%

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
AMAYA DICKENSON 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MADDIE PURITZ 2023	VP COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
TAMAR FARAHNIK 2023	VP FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
TESS CLORFENE 2023	VP MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
AVA KEVORKIAN 2023	VP OPERATIONS	5.00	Officer Director	$0	$0	$0
MOLLY PHILLIPS 2023	VP RECRUITMENT	5.00	Officer Director	$0	$0	$0
CHLOE CAMEL 2023	VP RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MEREDITH BERMAN 2023	VP INCLUSION	5.00	Officer Director	$0	$0	$0
ZOE BURNETT 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
GRACE WINTERS 2024	VP COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MAVRIL SHARMA 2024	VP FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
DEVIN GOLDMAN 2024	VP MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
JILLIAN TOBASKY 2024	VP OPERATIONS	5.00	Officer Director	$0	$0	$0
LILY GREENLEIGH 2024	VP RECRUITMENT	5.00	Officer Director	$0	$0	$0
CHARLOTTE CARR 2024	VP RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SOPHIE BERNSTEIN 2024	VP 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	No data	No data	No data	No data
2024	$362,866	$348,588	$281,946	$14,278
2023	$392,354	$344,101	$267,668	$48,253
2022	$386,128	$391,507	$219,415	$-5,379
2020	$310,958	$252,301	$253,824	$58,657
2019	$303,637	$299,256	$195,340	$4,381

PI BETA PHI FRATERNITY LOUISIANA ALPHA CHAPTER