PI BETA PHI FRATERNITY CALIFORNIA BETA CHAPTER (EIN 940769180) - 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

1900

Legal Domicile

Principal Officer

MICHELLE RHODESBROWN

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY CALIFORNIA BETA CHAPTER, founded in 1900, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 12% surplus.

Mission

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

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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 $1,304,958

Investment Income $1

Other Revenue $5,894

TOTAL REVENUE $1,310,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,159,832

TOTAL EXPENSES $1,159,832

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,310,853	$1,111,152	+0.2%
Expenses	$1,159,832	$1,041,472	+0.1%
Net Income	$151,021	$69,680	+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
DORY MILLER 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KATHERINE KITTELSON 2024	VICE PRESIDENT COMMUNITY R	5.00	Officer Director	$0	$0	$0
REBECCA NOBLE 2024	VICE PRESIDENT FINANCE/HOU	10.00	Officer Director	$0	$0	$0
TANEKA INGEMANSSON 2024	VICE PRESIDENT MEMBER EXPE	5.00	Officer Director	$0	$0	$0
TAYLOR CROSHERE 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
FRANCES DAUGHTERS 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ISABELLA SCALISE ROYSTON 2024	VICE PRESIDENT RISK MANAGE	5.00	Officer Director	$0	$0	$0
JANE GRUMANN 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
CATHERINE KUEHL 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
JORDYN KUO 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ELLA SHOFNOS 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SYDNEY SCOTT 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
SAMANTHA GGIN 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
YAIZA MUNO 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SIENA BURI 2025	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	$1,310,853	$1,159,832	$486,740	$151,021
2024	No data	No data	No data	No data
2023	$1,110,487	$1,065,088	$285,262	$45,399
2022	$955,047	$977,950	$220,640	$-22,903
2021	$438,273	$739,271	$260,779	$-300,998
2020	$463,725	$492,523	$328,510	$-28,798
2019	$558,272	$520,148	$299,782	$38,124
2018	$397,114	$420,434	$267,506	$-23,320

PI BETA PHI FRATERNITY CALIFORNIA BETA CHAPTER