PI BETA PHI FRATERNITY LOUISIANA BETA CHAPTER (EIN 726027294) - 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

1936

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY LOUISIANA BETA CHAPTER, founded in 1936, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum.

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 $1,464

Program Service Revenue $1,776,130

Investment Income $16,999

Other Revenue $31,246

TOTAL REVENUE $1,825,839

Expense Breakdown

Grants Paid $86,367

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,770,315

TOTAL EXPENSES $1,856,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,825,839	$1,409,087	+0.3%
Expenses	$1,856,682	$1,333,033	+0.4%
Net Income	$-30,843	$76,054	-1.4%

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
CARLIN SEKHANI-MATTHEWS	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MIA COCO	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ELOISE DAVIS	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
CLAIRE LAZAROE	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
RILEY GUILOT	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
HENSLEY BLACKSTONE	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
KATHERINE LEE	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ELA ACEVEDO	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
GABRIELLE CARTER	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
OLIVIA PRESCOTT	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MACY MCCALIP	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
LUCY DEBOSIER	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ABIGAIL SOUDELIER	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
AMELIE HEBERT	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
AVA FALCON	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
NATALYA DE LEON	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	$1,825,839	$1,856,682	$1,057,288	$-30,843
2024	$1,409,087	$1,333,033	$1,088,131	$76,054
2023	$1,371,361	$1,260,792	$1,017,223	$110,569
2022	$1,234,582	$1,175,611	$901,508	$58,971
2021	$1,086,035	$945,398	$842,537	$140,637
2020	$595,927	$555,752	$711,500	$40,175
2019	$646,079	$543,708	$673,715	$102,371

PI BETA PHI FRATERNITY LOUISIANA BETA CHAPTER