LOUISIANA BETA OF PI BETA PHI HOUSE ASSOCIATION (EIN 726040902) - 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

1960

Legal Domicile

Phone

2253375449

Tax Period

2022-09-01 to 2023-08-31

LOUISIANA BETA OF PI BETA PHI HOUSE ASSOCIATION, founded in 1960, is a small nonprofit in the Education sector that reported $713K in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year. Expenses of $802K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL MENTAL AND MORAL ADVANCEMENT AS WELL AS ENABLE ALUMNAE MEMBERS OF PI BETA PHI TO CONTINUE IN VARIOUS MEMBERSHIP ROLES

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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 $713,100

Investment Income $0

Other Revenue $0

TOTAL REVENUE $713,100

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,420

Fundraising Expenses $0

Program Expenses $0

Other Expenses $729,026

TOTAL EXPENSES $802,446

Year-over-Year Comparison

	2022	2021	Change
Revenue	$713,100	$808,038	-0.1%
Expenses	$802,446	$728,897	+0.1%
Net Income	$-89,346	$79,141	-2.1%

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

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
Susan Rolfs	President	25.00	Officer Director	$0	$0	$0
Cheryl Payne	Treasurer	20.00	Officer Director	$0	$0	$0
Amanda Stout	Secretary	5.00	Officer Director	$0	$0	$0
Teddi Hessburg	Director	1.00	Director	$0	$0	$0
Caroline Renfro	Director	1.00	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
2023	$713,100	$802,446	$1,028,887	$-89,346
2022	$808,038	$728,897	$1,185,504	$79,141
2021	$740,690	$591,628	$1,077,096	$149,062
2020	$645,825	$642,717	$958,146	$3,108

LOUISIANA BETA OF PI BETA PHI HOUSE ASSOCIATION