PI BETA PHI FRATERNITY TEXAS BETA CHAPTER (EIN 750930290) - 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

1916

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY TEXAS BETA CHAPTER, founded in 1916, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 9% surplus.

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 $2,083,253

Investment Income $166

Other Revenue $-3,750

TOTAL REVENUE $2,079,669

Expense Breakdown

Grants Paid $2,113

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,893,818

TOTAL EXPENSES $1,895,931

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,079,669	$1,679,190	+0.2%
Expenses	$1,895,931	$1,507,618	+0.3%
Net Income	$183,738	$171,572	+0.1%

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
EMERSON MASON	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MARGARET MALIZIA	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
EMILY FURR	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
KATHERINE ZEPPOS	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
AMANDA GIRALDO	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
AVA TODD	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
CHRISTINA KATSAMAKIS	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KYLIE O'CONNOR	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
MARGARET MALIZIA	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MIA MIRANDA	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
TARYN O'CONNOR	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ALEXANDRA AGA	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
CHARLOTTE HAYDEN	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
NATALIE TUTEN	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
CAMPBELL VILLANUEVA	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
CAROLINE LAVOIE	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	$2,079,669	$1,895,931	$1,078,082	$183,738
2024	$1,679,190	$1,507,618	$888,505	$171,572
2023	$1,520,163	$1,417,727	$812,658	$102,436
2022	$1,534,216	$1,418,630	$614,497	$115,586
2021	$1,238,758	$1,117,282	$499,143	$121,476
2020	$630,381	$696,073	$385,821	$-65,692
2019	$920,767	$854,294	$446,428	$66,473

PI BETA PHI FRATERNITY TEXAS BETA CHAPTER