PI BETA PHI FRATERNITY DELAWARE ALPHA CHAPTER (EIN 811077601) - 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

2016

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY DELAWARE ALPHA CHAPTER, founded in 2016, is a small nonprofit that reported $251K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $281K exceeded revenue, resulting in a 12% operating deficit.

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 $174

Program Service Revenue $249,420

Investment Income $43

Other Revenue $1,378

TOTAL REVENUE $251,015

Expense Breakdown

Grants Paid $50,028

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $231,155

TOTAL EXPENSES $281,183

Year-over-Year Comparison

	2024	2023	Change
Revenue	$251,015	$229,180	+0.1%
Expenses	$281,183	$207,257	+0.4%
Net Income	$-30,168	$21,923	-2.4%

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
KAYLA KELLY 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
DANIELLE TAYLOR 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
KASSIDY MCDONOUGH 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
LUCY MCGLYNN 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
KALLIE SWEETMAN 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CARLOINE TURNER 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
LINDSEY PLUMB 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KYLIE CEBALLO 2024	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
EMMA COYLE 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ERIKA JUERGENSEN 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ELLA MORAN 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
KATE RUDOLPH 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SARA DALY 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CAROLINE TURNER 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
RYLEE KAMP 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MIA ZAMBRANO 2025	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	$251,015	$281,183	$225,464	$-30,168
2024	$229,180	$207,257	$255,632	$21,923
2023	$199,183	$185,110	$234,715	$14,073
2019	$236,652	$216,547	$163,900	$20,105

PI BETA PHI FRATERNITY DELAWARE ALPHA CHAPTER