OKLAHOMA BETA OF PI BETA PHI INC (EIN 736102709) - 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

1992

Legal Domicile

Phone

4053727744

Tax Period

2024-09-01 to 2025-08-31

OKLAHOMA BETA OF PI BETA PHI INC, founded in 1992, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $964K, a strong 37% operating margin.

Mission

PROVIDE HOUSING TO ACTIVE SORORITY MEMBERS OF THE OKLAHOMA BETA CHAPTER OF PI BETA PHI SORORITY WHILE ENCOURAGING AND ASSISTING MEMBERS IN SOCIAL, ACADEMIC, AND PHILANTHROPIC ACTIVITIES

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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 $2,045,114

Program Service Revenue $524,400

Investment Income $32,885

Other Revenue $300

TOTAL REVENUE $2,602,699

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,976

Fundraising Expenses $49,058

Other Expenses $1,530,324

TOTAL EXPENSES $1,638,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,602,699	$3,395,660	-0.2%
Expenses	$1,638,358	$436,331	+2.8%
Net Income	$964,341	$2,959,329	-0.7%

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
ANNETTE SHAMAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAIGE WATKINS	TREASURER	1.00	Officer Director	$0	$0	$0
ROBIN SHADID	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VIRGINIA WORDEN	DIRECTOR	1.00	Director	$0	$0	$0
BRYLEE NEELY	DIRECTOR	1.00	Director	$0	$0	$0
CAMI PATZKOWSKI	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY RYKARD	DIRECTOR	1.00	Director	$0	$0	$0
JAN POLK	EX- OFFICIO	1.00	Director	$0	$0	$0
BEVERLY SCHAFER	EX- OFFICIO	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
2025	$2,602,699	$1,638,358	$18,993,315	$964,341
2024	$3,395,660	$436,331	$13,454,783	$2,959,329
2023	$988,137	$533,437	$4,341,924	$454,700
2022	$2,347,286	$719,231	$3,586,133	$1,628,055
2021	$479,645	$410,546	$1,999,391	$69,099
2020	$530,252	$410,689	$1,963,794	$119,563
2019	$495,059	$428,772	$2,014,841	$66,287
2018	$477,952	$445,335	$1,991,460	$32,617

OKLAHOMA BETA OF PI BETA PHI INC