PI BETA PHI FRATERNITY TEXAS DELTA CHAPTER (EIN 751202110) - 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

1956

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY TEXAS DELTA CHAPTER, founded in 1956, is a small nonprofit that reported $415K in total revenue in fiscal year 2024. The organization ran a surplus of $91K, a strong 22% 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 (2024)

Revenue Breakdown

Contributions & Grants $1,405

Program Service Revenue $417,582

Investment Income $50

Other Revenue $-3,617

TOTAL REVENUE $415,420

Expense Breakdown

Grants Paid $7,399

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $316,753

TOTAL EXPENSES $324,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$415,420	$392,696	+0.1%
Expenses	$324,152	$303,487	+0.1%
Net Income	$91,268	$89,209	+0.0%

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
JESSICA WHITE	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
DANIELLA WEITMAN	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
GABRIELLE REAVEY	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ELAINA STRANBERG	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
GRACE BERTOLUCCI	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ELLA DAMON	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ARIANA KONDOS	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MONROE MELGES	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
GRACE ALLEN	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
BROOKLYN COPPOCK	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
LILLIAN PENROD	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ELLIE AOKI	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LINDSEY GATTIS	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ELAINA STRANBERG	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ELSIE TUCKER	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MOLLY MARKHAM	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	$415,420	$324,152	$558,206	$91,268
2024	No data	No data	No data	No data
2023	$454,635	$444,064	$384,500	$10,571
2022	$463,610	$390,495	$383,825	$73,115
2021	$287,394	$157,451	$293,709	$129,943
2020	$232,396	$222,831	$164,368	$9,565
2019	$300,766	$298,892	$165,344	$1,874

PI BETA PHI FRATERNITY TEXAS DELTA CHAPTER