THE PI BETA PHI ASSOCIATION (EIN 916032963) - 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

1915

Legal Domicile

Principal Officer

LEA SUND

Phone

2065515544

Tax Period

2023-09-01 to 2024-08-31

THE PI BETA PHI ASSOCIATION, founded in 1915, is a small nonprofit that reported $489K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $634K exceeded revenue, resulting in a 30% operating deficit.

Mission

THE WASHINGTON ALPHA CHAPTER OF PI BETA PHI HOUSE CORPORATION IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES OR OTHER FUNDS PAID BY ITS MEMBERS THAT PROVIDES GOODS, FACILITIES, AND SERVICES TO MEMBERS WHILE ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $450,000

Investment Income $29,574

Other Revenue $9,410

TOTAL REVENUE $488,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,394

Fundraising Expenses $0

Other Expenses $369,664

TOTAL EXPENSES $634,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$488,984	$567,029	-0.1%
Expenses	$634,058	$598,992	+0.1%
Net Income	$-145,074	$-31,963	+3.5%

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

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
LEA SUND	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREA SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
MARGOT KOBER	DIRECTOR	1.00	Officer Director	$0	$0	$0
LISA BENDER	DIRECTOR	1.00	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
2024	$488,984	$634,058	$4,275,974	$-145,074
2023	$567,029	$598,992	$4,565,383	$-31,963
2022	$2,324,800	$587,042	$4,783,098	$1,737,758

THE PI BETA PHI ASSOCIATION