DALLAS PI BETA PHI PHILANTHROPIES

EIN: 752065846 501(c)(3) Philanthropy & Grantmaking

DALLAS, TX

Total Revenue
$239,606
Total Expenses
$226,054
Total Assets
$104,832
Net Assets
$104,832
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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
TX
Principal Officer
ANNA GRAVES
Phone
2146794980
Tax Period
2024-07-01 to 2025-06-30

DALLAS PI BETA PHI PHILANTHROPIES, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $240K in total revenue in fiscal year 2024. Revenue surged 125% from the prior year, signaling strong growth momentum. Expenses of $226K left a modest 6% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO EXCLUSIVELY SUPPORT CHARITABLE LITERARY, SCIENTIFIC, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE IRS CODE. THE ORGANIZATION SHALL BE OPERATED TO SUPPORT VARIOUS INSTITUTES OF THE ARTS AND EDUCATION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $339,749
Program Service Revenue $0
Investment Income $0
Other Revenue $-100,143
TOTAL REVENUE $239,606

Expense Breakdown

Grants Paid $218,671
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $218,671
Other Expenses $7,383
TOTAL EXPENSES $226,054

Year-over-Year Comparison

2024 2023 Change
Revenue $239,606 $106,349 +1.3%
Expenses $226,054 $34,540 +5.5%
Net Income $13,552 $71,809 -0.8%
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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
10

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
0
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LIZA ELLIS PRESIDENT 2.00
Director
$0 $0 $0
ANNE MASSEY PRESIDENT 2.00
Director
$0 $0 $0
JOHANNA KERSEY PRESIDENT ELECT 2.00
Director
$0 $0 $0
MEG MCGONIGLE PRESIDENT ELECT 2.00
Director
$0 $0 $0
COURTNEY WESTERBURG TREASURER 2.00
Director
$0 $0 $0
FRANCIE MANCILLAS VP FINANCE 2.00
Director
$0 $0 $0
D'ANN RIEMER VP SERVICE 2.00
Director
$0 $0 $0
TAVENNER ROGERS RECORDING SECRETARY 2.00
Director
$0 $0 $0
CYNTHIA BOWEN PARLIAMENTARIAN 2.00
Director
$0 $0 $0
TISH VISINSKY PARLIAMENTARIAN 2.00
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 $239,606 $226,054 $104,832 $13,552
2024 No data No data No data No data
2023 $183,676 $203,828 $19,471 $-20,152
2022 $145,614 $146,331 $39,623 $-717
2021 $154,715 $154,862 $40,340 $-147
2020 $120,087 $106,891 $40,487 $13,196
2019 $195,946 $187,440 $27,291 $8,506
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