PI BETA PHI FRATERNITY OKLAHOMA BETA CHAPTER (EIN 730401920) - 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

1919

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2023-07-01 to 2024-06-30

PI BETA PHI FRATERNITY OKLAHOMA BETA CHAPTER, founded in 1919, is a small nonprofit that reported $718K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $130K, a strong 18% operating margin.

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 $2,933

Program Service Revenue $641,133

Investment Income $0

Other Revenue $73,527

TOTAL REVENUE $717,593

Expense Breakdown

Grants Paid $16,202

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $570,935

TOTAL EXPENSES $587,137

Year-over-Year Comparison

	2023	2022	Change
Revenue	$717,593	$1,203,415	-0.4%
Expenses	$587,137	$1,688,998	-0.7%
Net Income	$130,456	$-485,583	-1.3%

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
JAYLA HURT 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
PIPER ALDRIDGE 2023	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MACY DUCK 2023	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
EMILY CREEL 2023	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
KARSEN JONES 2023	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ISABELLA MAULDIN 2023	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
STEELEY BERINGER 2023	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
EMMA-FRANCES SMITH 2023	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
EMILY CREEL 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KENNA LAKE 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
LILY HUDSON 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
CHARLEY VAN NEWKIRK 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SOPHIE HODGSON 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
HALLIE HERNDON 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
RYLEE BOLGER 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ELLA BUTLER 2024	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	No data	No data	No data	No data
2024	$717,593	$587,137	$866,641	$130,456
2023	$1,203,415	$1,688,998	$776,553	$-485,583
2022	$1,146,963	$998,925	$1,221,768	$148,038
2021	$1,037,104	$844,041	$1,075,931	$193,063
2020	$437,319	$467,899	$881,457	$-30,580
2019	$618,856	$491,005	$913,437	$127,851

PI BETA PHI FRATERNITY OKLAHOMA BETA CHAPTER