PI BETA PHI FRATERNITY TEXAS ETA CHAPTER (EIN 742353892) - 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

1985

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY TEXAS ETA CHAPTER, founded in 1985, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024.

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 $11,238

Program Service Revenue $1,046,286

Investment Income $1,404

Other Revenue $22,074

TOTAL REVENUE $1,081,002

Expense Breakdown

Grants Paid $27,400

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,108,175

TOTAL EXPENSES $1,135,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,081,002	$1,095,968	0.0%
Expenses	$1,135,575	$1,127,876	+0.0%
Net Income	$-54,573	$-31,908	+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

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
NATALIE HOUSER	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ALI LATHAM	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
LUCILLE LUNSFORD	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
MOLLY TRINH	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
JAXIE BINZ	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
KATHERINE JORDAN	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
AVA STRAIN	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ALESSIA CACERES	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
AVA STRAIN	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KARIN PARSON	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
SYDNEY SAUCIER	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
HOPE LUEDEKER	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ABBY JENKINS	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
LUCILLE LUNSFORD	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
SARAH FRIEDMAN	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
PRESLEY REILLY	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	$1,081,002	$1,135,575	$709,554	$-54,573
2024	No data	No data	No data	No data
2023	$1,034,901	$904,340	$821,439	$130,561
2022	$989,210	$933,476	$727,264	$55,734
2021	$784,675	$671,042	$654,775	$113,633
2020	$620,441	$543,463	$511,857	$76,978
2019	$657,905	$630,007	$434,059	$27,898

PI BETA PHI FRATERNITY TEXAS ETA CHAPTER