PI BETA PHI FOUNDATION FOR SCHOLARSHIPS AT SMU (EIN 756025860) - 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

1950

Legal Domicile

Principal Officer

ALYSSA RAMSEY

Phone

4695695438

Tax Period

2023-09-01 to 2024-08-31

PI BETA PHI FOUNDATION FOR SCHOLARSHIPS AT SMU, founded in 1950, is a small nonprofit in the Education sector that reported $830K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $5.5M represent 80 months of operating reserves.

Mission

PROVIDE HOUSING, SCHOLARSHIPS, AND PROMOTE EDUCATION FOR FEMALE STUDENTS AT SMU.

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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 (2023)

Revenue Breakdown

Contributions & Grants $14,682

Program Service Revenue $804,428

Investment Income $10,391

Other Revenue $0

TOTAL REVENUE $829,501

Expense Breakdown

Grants Paid $106,500

Salaries & Benefits $263,293

Fundraising Expenses $0

Program Expenses $827,896

Other Expenses $472,409

TOTAL EXPENSES $842,202

Year-over-Year Comparison

	2023	2022	Change
Revenue	$829,501	$880,195	-0.1%
Expenses	$842,202	$799,827	+0.1%
Net Income	$-12,701	$80,368	-1.2%

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

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	Role	Reportable Comp	Other Comp	Total
BETH CLARK	MEMBER AT LARGE	Director	$0	$0	$0
KATHY KELLEY	MEMBER AT LARGE	Director	$0	$0	$0
CECILIE HOLMAN	MEMBER AT LARGE	Director	$0	$0	$0
JANE GUERRINI	PRESIDENT	Officer	$0	$0	$0
JENNIFER CRONIN	SCHOLARSHIP	Officer	$0	$0	$0
ANNE BRADLEY	SECRETARY	Officer	$0	$0	$0
ALYSSA RAMSEY	TREASURER	Officer	$0	$0	$0
TISH KEY	MAINT/MECHANICAL	Officer	$0	$0	$0
JANE HOSKINS	LIASON VP HOUSING	Officer	$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	$829,501	$842,202	$5,521,710	$-12,701
2023	$880,195	$799,827	$5,534,411	$80,368
2022	$814,184	$781,659	$5,454,114	$32,525
2021	$704,206	$730,642	$5,421,518	$-26,436
2020	$713,432	$758,750	$5,447,954	$-45,318
2019	$679,903	$609,121	$5,493,272	$70,782
2018	$651,450	$638,877	$5,422,490	$12,573

PI BETA PHI FOUNDATION FOR SCHOLARSHIPS AT SMU