Pi Beta Phi Corp of Lubbock co Michelle Stephens (EIN 752098979) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

Michelle Stephens

Phone

8067995421

Tax Period

2023-09-01 to 2024-08-31

Pi Beta Phi Corp of Lubbock co Michelle Stephens, founded in 1992, is a small nonprofit that reported $163K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Net assets of $726K represent 53 months of operating reserves.

Mission

To provide student housing

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $162,470

Program Service Revenue $0

Investment Income $355

Other Revenue $0

TOTAL REVENUE $162,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $170,333

TOTAL EXPENSES $170,333

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,825	$129,017	+0.3%
Expenses	$170,333	$177,716	0.0%
Net Income	$-7,508	$-48,699	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Cindy Mayfield	President	1.50	Officer Director	$0	$0	$0
Michelle Stephens	Treasurer	1.50	Officer Director	$0	$0	$0
Hannah Bostick	Secretary	0.25	Officer Director	$0	$0	$0
Tracie Brooks	Director	0.25	Director	$0	$0	$0
Lisa Darnell	Director	0.25	Director	$0	$0	$0
Whitney Dunn	Director	0.25	Director	$0	$0	$0
Robin Walker	Director	0.25	Director	$0	$0	$0
Deanna Koop	Director	0.25	Director	$0	$0	$0
Linda Walter	Director	0.25	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
2024	$162,825	$170,333	$1,301,566	$-7,508
2023	$129,017	$177,716	$1,349,590	$-48,699
2022	$126,102	$166,681	$1,437,073	$-40,579
2021	$133,349	$161,327	$1,514,714	$-27,978
2020	$242,661	$168,329	$1,578,104	$74,332
2019	$76,796	$181,069	$1,540,965	$-104,273
2018	$133,400	$187,764	$1,681,540	$-54,364

Pi Beta Phi Corp of Lubbock co Michelle Stephens