PI BETA PHI FRATERNITY COLORADO GAMMA CHAPTER (EIN 840437092) - 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

1954

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY COLORADO GAMMA CHAPTER, founded in 1954, is a small nonprofit that reported $763K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $683K left a modest 10% 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 $694,120

Investment Income $1

Other Revenue $68,431

TOTAL REVENUE $762,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $682,820

TOTAL EXPENSES $682,820

Year-over-Year Comparison

	2024	2023	Change
Revenue	$762,552	$664,282	+0.1%
Expenses	$682,820	$720,271	-0.1%
Net Income	$79,732	$-55,989	-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
KATHRYN LOCKE HARRIS	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
JORDAN LEE	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
KAYLA HALLBECK	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
HANNA UNTON	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
ALLISON GRAHAM	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ANNIKA OSTBERG	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MEGAN MONTOYA	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KATHRYN HUSSEY	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
SOPHIE PARK 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
AMELIE ADCOCK 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
KATHERINE MEEK 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
CATHERINE ROSS 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
KAYLA HALLBECK 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
TALIA ROSALES 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MARTHA REYES 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SYDNEY COLEMAN 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	$762,552	$682,820	$164,837	$79,732
2024	No data	No data	No data	No data
2023	$550,775	$719,229	$90,946	$-168,454
2022	$460,509	$468,512	$235,592	$-8,003
2021	$340,470	$470,578	$258,226	$-130,108
2020	$270,887	$297,552	$374,058	$-26,665
2019	$365,100	$348,462	$401,903	$16,638
2018	$397,307	$405,164	$407,230	$-7,857

PI BETA PHI FRATERNITY COLORADO GAMMA CHAPTER