BETA NU CHAPTER OF PHI BETA PI (EIN 930391518) - 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

1925

Legal Domicile

Principal Officer

MARY AGNES PROSSER

Phone

5032271044

Tax Period

2024-07-01 to 2025-06-30

BETA NU CHAPTER OF PHI BETA PI, founded in 1925, is a micro nonprofit that reported $78K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

AFFORDABLE STUDENT HOUSING FOR STUDENTS ATTENDING OHSU

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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 $1,100

Program Service Revenue $75,079

Investment Income $1,200

Other Revenue $505

TOTAL REVENUE $77,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,989

Other Expenses $81,224

TOTAL EXPENSES $81,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,884	$83,330	-0.1%
Expenses	$81,224	$67,913	+0.2%
Net Income	$-3,340	$15,417	-1.2%

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
JOHN BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTENE CENCER	DIRECTOR	1.00	Director	$0	$0	$0
LUIS DIAZ	DIRECTOR	4.00	Director	$0	$0	$0
BRUCE P FREDERICK	SECRETARY	2.00	Officer Director	$0	$0	$0
MA'ADJOA MANU	DIRECTOR	4.00	Director	$0	$0	$0
MARY AGNES PROSSER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MADY TUNG	DIRECTOR	4.00	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
2025	$77,884	$81,224	$215,623	$-3,340
2024	$83,330	$67,913	$173,184	$15,417
2023	$69,210	$62,766	$120,507	$6,444
2022	$58,412	$62,491	$103,860	$-4,079
2021	$51,758	$46,548	$115,437	$5,210
2020	$58,670	$45,241	$117,602	$13,429
2019	$59,042	$54,503	$117,380	$4,539
2018	$66,466	$67,804	$112,284	$-1,338

BETA NU CHAPTER OF PHI BETA PI