PI BETA PHI FRATERNITY UTAH ALPHA … - Form 990 Financial Data

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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

1929

Legal Domicile

Principal Officer

MICAH RICHARDSON

Phone

6362560680

Tax Period

2022-07-01 to 2023-06-30

PI BETA PHI FRATERNITY UTAH ALPHA CHAPTER, founded in 1929, is a small nonprofit that reported $411K in total revenue in fiscal year 2022. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $365K left a modest 11% surplus.

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.

Program Service Accomplishments

Program 1

THE UTAH ALPHA CHAPTER OF PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES, OR OTHER FUNDS PAID BY ITS MEMBERS AND PROVIDES GOODS, FACILITIES, AND SERVICES TO...

THE UTAH ALPHA CHAPTER OF PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES, OR OTHER FUNDS PAID BY ITS MEMBERS AND PROVIDES GOODS, FACILITIES, AND SERVICES TO MEMBERS WHILE ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS BY SUPPORTING PHILANTHROPIC AND COMMUNITY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 174 MEMBERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $666

Program Service Revenue $397,244

Investment Income $1

Other Revenue $13,028

TOTAL REVENUE $410,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $365,441

TOTAL EXPENSES $365,441

Year-over-Year Comparison

	2022	2021	Change
Revenue	$410,939	$356,927	+0.2%
Expenses	$365,441	$344,837	+0.1%
Net Income	$45,498	$12,090	+2.8%

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
JULIA HAYES 2022	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
BROOKE MCMURREY 2022	VP OPERATIONS	2.50	Officer Director	$0	$0	$0
ALLI RATHFON 2022	VP RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KAYLA ROMERO 2022	VP MEMBER EXPERIENCE	3.00	Officer Director	$0	$0	$0
ZOE CZAJA 2022	VP COMMUNITY RELATIONS	3.00	Officer Director	$0	$0	$0
IZZY NEWELL 2022	VP FINANCE/HOUSING	11.00	Officer Director	$0	$0	$0
SECILY WARDLE 2022	VP RECRUITMENT	2.00	Officer Director	$0	$0	$0
ASPEN ROOT 2022	VP INCLUSION	6.00	Officer Director	$0	$0	$0
ZOE CZAJA 2023	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ALLISON DEMOND 2023	VP COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
ALEXIS EXCELL 2023	VP FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
EMMA CULLEN 2023	VP MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
KATIE ZECK 2023	VP OPERATIONS	5.00	Officer Director	$0	$0	$0
SKYLAR SLADE 2023	VP RECRUITMENT	5.00	Officer Director	$0	$0	$0
EMILY CRAVEN 2023	VP RISK MANAGEMENT	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$410,939	$365,441	$543,138	$45,498
2022	$356,927	$344,837	$489,145	$12,090
2021	$254,028	$264,109	$477,084	$-10,081
2019	$250,895	$153,060	$455,466	$97,835

PI BETA PHI FRATERNITY UTAH ALPHA CHAPTER