PI BETA PHI FRATERNITY NEW MEXICO ALPHA CHAPTER (EIN 856016016) - 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

1946

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY NEW MEXICO ALPHA CHAPTER, founded in 1946, is a small nonprofit that reported $326K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $60K, a strong 18% operating margin.

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 $326,328

Investment Income $16

Other Revenue $1

TOTAL REVENUE $326,345

Expense Breakdown

Grants Paid $3,012

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $263,322

TOTAL EXPENSES $266,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,345	$300,184	+0.1%
Expenses	$266,334	$164,128	+0.6%
Net Income	$60,011	$136,056	-0.6%

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
MARGARET SCHMIZ	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ELYSE MCWETHY	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
CYAN ROSE	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
BREE HAWKINS	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LILY MARQUEZ	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
REAGHAN BOYDEN	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
MADELEINE COHEN	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
GRACIE ECKLES	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
GRACIE ECKLES	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KIERA ROSENFELD	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MEREDITH FEUCHTER	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
HANNAH SANCHEZ	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SYDNEY MOORE	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
KEANNA FERNANDEZ	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
RILEY GARAY-TAYLOR	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
MADALINE NGUYEN-PHAM	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	$326,345	$266,334	$283,855	$60,011
2024	$300,184	$164,128	$223,844	$136,056
2023	$294,279	$291,738	$89,785	$2,541
2022	$253,461	$248,583	$85,247	$4,878

PI BETA PHI FRATERNITY NEW MEXICO ALPHA CHAPTER