PI BETA PHI FRATERNITY OREGON ALPH… - 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

1915

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY OREGON ALPHA CHAPTER, founded in 1915, is a small nonprofit that reported $806K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

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

Program Service Accomplishments

Program 1

THE OREGON 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 OREGON 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 128 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 (2024)

Revenue Breakdown

Contributions & Grants $727

Program Service Revenue $802,233

Investment Income $6

Other Revenue $3,317

TOTAL REVENUE $806,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $808,470

TOTAL EXPENSES $808,470

Year-over-Year Comparison

	2024	2023	Change
Revenue	$806,283	$904,859	-0.1%
Expenses	$808,470	$796,648	+0.0%
Net Income	$-2,187	$108,211	-1.0%

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
KAYDYN GUELDORF	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MONROE LACOSTE	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MELINA BRIDGE	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
SYDNEY SCHUTZ	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
EMMA CAMERON	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CAITLIN BEAUDIN	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
LOLA MARTINS	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SHAMIYAH SWEET	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
EMMA DRUCKER	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
LIVIA INGAMELLS	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
SARAH FISHER	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
CHLOE DOUGHERTY	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
YAYNEL BAPTISTA FUENTES	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ANIKA REISS-LANDREAU	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
JORDON WOLF	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ISABELLA BAZO	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	$806,283	$808,470	$41,712	$-2,187
2024	$904,859	$796,648	$36,103	$108,211
2023	$639,062	$765,915	$51,287	$-126,853
2022	$627,968	$715,048	$50,826	$-87,080
2021	$442,761	$578,578	$151,754	$-135,817
2020	$251,489	$224,967	$315,938	$26,522
2019	$274,688	$318,279	$243,795	$-43,591

PI BETA PHI FRATERNITY OREGON ALPHA CHAPTER