PI BETA PHI OREGON ALPHA HOUSE

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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

SHARON L GREIG

Phone

5419549686

Tax Period

2024-09-01 to 2025-08-31

PI BETA PHI OREGON ALPHA HOUSE, founded in 1925, is a small nonprofit that reported $434K in total revenue in fiscal year 2024. The organization ran a surplus of $116K, a strong 27% operating margin.

Mission

PROVIDE HOUSING TO OREGON ALPHA ASSOCIATION OF PI BETA PHI FRATERNITY

Program Service Accomplishments

Program 1

Expenses: $318,322 Revenue: $427,585

HOUSING SERVICES FOR MEMBERS OF OREGON ALPHA OF PI BETA PHI FRATERNITY AT THE UNIVERSITY OF OREGON.

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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 $427,585

Investment Income $6,545

Other Revenue $0

TOTAL REVENUE $434,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $116,679

Fundraising Expenses $0

Program Expenses $318,322

Other Expenses $201,643

TOTAL EXPENSES $318,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$434,130	$427,283	+0.0%
Expenses	$318,322	$323,176	0.0%
Net Income	$115,808	$104,107	+0.1%

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

N/A

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
MERRY MELONAS	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET STEVENSON	DIRECTOR	1.00	Director	$0	$0	$0
PAM BORGMAN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY COBB	DIRECTOR	1.00	Director	$0	$0	$0
HILDEY TRITCH	DIRECTOR AND PRESIDENT	4.00	Officer Director	$0	$0	$0
PAM DECELESTA	SECRETARY	4.00	Director	$0	$0	$0
SHARON GREIG	DIRECTOR AND TREASURER	2.00	Officer	$0	$0	$0
KELSEY LEWIS	DIRECTOR	4.00	Officer	$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	$434,130	$318,322	$1,930,485	$115,808
2024	$427,283	$323,176	$1,766,583	$104,107
2023	$436,649	$373,524	$1,813,338	$63,125
2022	$452,407	$390,780	$1,894,482	$61,627
2021	$454,941	$375,414	$1,892,434	$79,527
2020	$323,555	$308,904	$1,947,330	$14,651
2018	$391,071	$364,525	$2,049,707	$26,546