PI BETA PHI FRATERNITY IDAHO ALPHA CHAPTER (EIN 820202380) - 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

1923

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY IDAHO ALPHA CHAPTER, founded in 1923, is a small nonprofit that reported $574K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $535K left a modest 7% surplus.

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 $0

Program Service Revenue $556,093

Investment Income $1

Other Revenue $18,173

TOTAL REVENUE $574,267

Expense Breakdown

Grants Paid $192

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $534,450

TOTAL EXPENSES $534,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$574,267	$524,459	+0.1%
Expenses	$534,642	$508,097	+0.1%
Net Income	$39,625	$16,362	+1.4%

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
AUDREY HAWES	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
NATALIE FOSTER	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
KAEBREE NEBEKER	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
LAUREN KERBY	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ERIN HARRINGTON	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
HAILEY HOLLOWAY	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
AVEREE SILVA	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
RHEYA TURNER	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
ERIN HARRINGTON 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
LAUREN KERBY 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
BROOKE ALLEN 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
LUELLA SMITH 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
KAMBELL GARRETT 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
BRENNA HAWKINS 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
AVEREE SILVA 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MABEL COLLINS 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	$574,267	$534,642	$90,229	$39,625
2024	No data	No data	No data	No data
2023	$387,238	$395,606	$43,702	$-8,368
2022	$409,804	$496,600	$42,610	$-86,796
2021	$389,318	$434,333	$129,406	$-45,015
2019	$204,030	$347,706	$231,471	$-143,676

PI BETA PHI FRATERNITY IDAHO ALPHA CHAPTER