PI MU EPSILON INC (EIN 736097105) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1914

Legal Domicile

Principal Officer

Chad Awtrey

Phone

2057264581

Tax Period

2023-07-01 to 2024-06-30

PI MU EPSILON INC, founded in 1914, is a small nonprofit that reported $125K in total revenue in fiscal year 2022. The organization ran a surplus of $49K, a strong 39% operating margin.

Mission

The mission of the society, as stated in Article II of its constitution, is as follows: Pi Mu Epsilon is a non-secret organization whose purpose is the promotion of scholarly activity in mathematics among students at academic institutions. Pi Mu Epsilon accomplishes this purpose by: 1. Electing student members on an honorary basis according to their proficiency in mathematics. 2. Engaging in activities designed to promote the mathematical and scholarly development of its undergraduate members.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $92,060

Program Service Revenue $0

Investment Income $26,091

Other Revenue $7,394

TOTAL REVENUE $125,545

Expense Breakdown

Grants Paid $2,420

Salaries & Benefits $14,355

Fundraising Expenses $0

Program Expenses $123,710

Other Expenses $27,849

TOTAL EXPENSES $165,914

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,545	$125,281	+0.0%
Expenses	$165,914	$75,958	+1.2%
Net Income	$-40,369	$49,323	-1.8%

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
Chad Awtrey	President	10	Officer	$0	$0	$0
Tom Wakefield	President-Elect	10	Officer	$0	$0	$0
Frank Patane	Secretary-Treasurer	10	Officer	$0	$0	$0
Brigitte Seratius	Journal Editor	10	Officer	$0	$0	$0
Stephanie Edwards	Past-President	10	Officer	$0	$0	$0
Jennifer Beineke	Councilor	4	Officer	$0	$0	$0
Dyana Harrelson	Councilor	4	Officer	$0	$0	$0
Molly Moran	Councilor	4	Officer	$0	$0	$0
Denise Reid	Councilor	4	Officer	$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
2024	$125,545	$165,914	$530,278	$-40,369
2023	$125,281	$75,958	$548,389	$49,323

PI MU EPSILON INC