CALIFORNIA THETA CHAPTER OF PI BETA PHI HOUSE CORPORATION (EIN 942671790) - 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

1980

Legal Domicile

Principal Officer

LESLIE DUNSWORTH

Phone

7074948919

Tax Period

2020-07-01 to 2021-06-30

CALIFORNIA THETA CHAPTER OF PI BETA PHI HOUSE CORPORATION, founded in 1980, is a small nonprofit that reported $126K in total revenue in fiscal year 2020. Revenue surged 424% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 26% operating margin.

Mission

A MEETING PLACE FOR SOCIAL GATHERINGS FOR FRATERNITY MEMBERS AND LODGING FOR UP TO 10 STUDENTS ATTENDING THE UNIVERSITY OF CALIFORNIA AT DAVIS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $126,361

Investment Income $63

Other Revenue $0

TOTAL REVENUE $126,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,558

Other Expenses $93,395

TOTAL EXPENSES $93,395

Year-over-Year Comparison

	2020	2019	Change
Revenue	$126,424	$24,114	+4.2%
Expenses	$93,395	$81,609	+0.1%
Net Income	$33,029	$-57,495	-1.6%

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

N/A

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
NICOLE LOWERY	Treasurer	10.00	Officer Director	$0	$0	$0
LESLIE DUNSWORTH	Secretary	10.00	Director	$0	$0	$0
JUDITH STEVENSON	FACILITIES MGR	10.00	Director	$0	$0	$0
LESLIE DUNSWORTH	President	10.00	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
2021	$126,424	$93,395	$1,029,098	$33,029
2020	$24,114	$81,609	$633,966	$-57,495
2019	$99,644	$65,801	$564,880	$33,843

CALIFORNIA THETA CHAPTER OF PI BETA PHI HOUSE CORPORATION