PI BETA PHI FRATERNITY TEXAS ALPHA CHAPTER (EIN 740834582) - 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

1902

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2023-07-01 to 2024-06-30

PI BETA PHI FRATERNITY TEXAS ALPHA CHAPTER, founded in 1902, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $307K, a strong 21% 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 $0

Program Service Revenue $1,447,893

Investment Income $1

Other Revenue $-1,240

TOTAL REVENUE $1,446,654

Expense Breakdown

Grants Paid $1,119

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,138,036

TOTAL EXPENSES $1,139,155

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,446,654	$1,235,852	+0.2%
Expenses	$1,139,155	$1,278,577	-0.1%
Net Income	$307,499	$-42,725	-8.2%

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
EMILYI CAGLE 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
LAUREN BAILEY 2023	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ALEXA MERRITT 2023	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ASHLEY HOLT 2023	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
CHARLOTTE CURTIN 2023	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CHARLOTTE TURNER 2023	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
RYAN DANIEL 2023	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KATE HEINRICH 2023	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
CHARLOTTE CURTIN 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
RILEY CARTER 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
SYDNEY GADOL 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
REGAN PERRIN 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ELLINGTON HULL 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CHLOE WALSH 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
WYATT RUBEY 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MARY TIPPS 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	$1,446,654	$1,139,155	$1,588,442	$307,499
2023	$1,235,852	$1,278,577	$1,330,279	$-42,725
2022	$1,403,837	$1,657,791	$1,323,668	$-253,954
2021	$1,168,220	$908,047	$1,587,836	$260,173
2019	$722,424	$621,648	$1,566,877	$100,776
2018	$664,008	$600,152	$1,478,612	$63,856

PI BETA PHI FRATERNITY TEXAS ALPHA CHAPTER