PI BETA PHI FRATERNITY OKLAHOMA ALPHA CHAPTER (EIN 736111847) - 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

1910

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY OKLAHOMA ALPHA CHAPTER, founded in 1910, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,788,268

Investment Income $62,606

Other Revenue $12,850

TOTAL REVENUE $1,863,724

Expense Breakdown

Grants Paid $8,026

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,851,891

TOTAL EXPENSES $1,859,917

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,863,724	$1,660,156	+0.1%
Expenses	$1,859,917	$1,505,085	+0.2%
Net Income	$3,807	$155,071	-1.0%

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
HALEIGH HURST	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
EMERSON CLOWE	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
SYDNEY HANNA	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
KENDALL GATCHELL	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ANNA LUNDAY	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MYKALA OLMSTEAD	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
HALEY MOLINA	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
HEIDI VERPLANK 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KAITLYN COTHRAN 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
OLIVIA WEEMS 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ANASTASIA WHITE 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
KELSEY SPEED 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
KENNEDY HAMMER 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ALISON GASS 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ELLA BARBUSH 2025	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	$1,863,724	$1,859,917	$1,537,572	$3,807
2024	No data	No data	No data	No data
2023	$1,555,958	$1,495,641	$1,387,270	$60,317
2022	$1,469,618	$1,266,653	$1,318,359	$202,965
2021	$1,230,276	$1,180,652	$1,115,394	$49,624
2020	$734,122	$663,297	$1,112,760	$70,825
2019	$813,335	$804,452	$1,040,333	$8,883

PI BETA PHI FRATERNITY OKLAHOMA ALPHA CHAPTER