TRUSTEES OF OKLAHOMA ALPHA CHAPTER OF PI BETA PHI INC (EIN 730589378) - 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

1932

Legal Domicile

Principal Officer

HANNAH HARP

Phone

4053605533

Tax Period

2024-07-01 to 2025-06-30

TRUSTEES OF OKLAHOMA ALPHA CHAPTER OF PI BETA PHI INC, founded in 1932, is a small nonprofit that reported $975K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum.

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL AND MORAL ADVANCEMENT AS WELL AS ENABLE ALUMNI 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 (2024)

Revenue Breakdown

Contributions & Grants $428,000

Program Service Revenue $542,498

Investment Income $4,223

Other Revenue $0

TOTAL REVENUE $974,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,768

Fundraising Expenses $0

Other Expenses $803,243

TOTAL EXPENSES $1,011,482

Year-over-Year Comparison

	2024	2023	Change
Revenue	$974,721	$630,899	+0.5%
Expenses	$1,011,482	$695,085	+0.5%
Net Income	$-36,761	$-64,186	-0.4%

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

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
HANNAH HARP	PRESIDENT	N/A	Officer Director	$0	$0	$0
MARY POWELL	TREASURER	N/A	Officer Director	$0	$0	$0
LINDA YOUNG	MEMBER	N/A	Director	$0	$0	$0
SHANNA FOSTER	MEMBER	N/A	Director	$0	$0	$0
HEATHER SHOWALTER	MEMBER	N/A	Director	$0	$0	$0
BETTY HUCKABAY	MEMBER	N/A	Director	$0	$0	$0
ASHLEY MUHMOOD	MEMBER	N/A	Director	$0	$0	$0
SALLY WIGHTMAN	MEMBER	N/A	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	$974,721	$1,011,482	$1,475,565	$-36,761
2024	$630,899	$695,085	$1,518,088	$-64,186
2023	$517,382	$619,161	$1,577,458	$-101,779
2022	$547,208	$555,184	$1,658,899	$-7,976
2021	$476,994	$496,163	$1,667,863	$-19,169
2020	$465,364	$426,299	$1,685,787	$39,065
2019	$518,750	$452,340	$1,646,486	$66,410
2018	$424,808	$526,508	$1,580,897	$-101,700

TRUSTEES OF OKLAHOMA ALPHA CHAPTER OF PI BETA PHI INC