PI BETA PHI FRATERNITY CALIFORNIA DELTA (EIN 951106690) - 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

1927

Legal Domicile

Principal Officer

MICHELLE RHODESBROWN

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY CALIFORNIA DELTA, founded in 1927, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024.

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 $1,015,888

Investment Income $30

Other Revenue $6,237

TOTAL REVENUE $1,022,155

Expense Breakdown

Grants Paid $1,280

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,029,634

TOTAL EXPENSES $1,030,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,022,155	$1,049,146	0.0%
Expenses	$1,030,914	$981,493	+0.1%
Net Income	$-8,759	$67,653	-1.1%

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

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
ASHLEY LEW 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
JULIA VALENZUELA 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
KATE ROBINSON 2024	VICE PRESIDENT FINANCE/HOUSING	5.00	Officer Director	$0	$0	$0
SHEA SIMONS 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
CALEY CONSER 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ZOE ROBINSON 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ALEXANDRA HULSER 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
BROOKLYNE GABRISKO 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
SKYLER MOSES 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
EMILY SIMONIAN 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ZOE GREENSPAN 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
CHARLOTTE GAYNER 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
KENDALL KEELY 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
OLIVIA SWANSON 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
KATE ROBINSON 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	$1,022,155	$1,030,914	$348,521	$-8,759
2024	$1,049,146	$981,493	$357,280	$67,653
2023	$813,062	$930,651	$336,896	$-117,589
2022	$930,907	$778,901	$407,216	$152,006
2021	$290,019	$319,511	$255,210	$-29,492
2020	$208,704	$288,213	$299,255	$-79,509
2019	$503,160	$421,824	$390,705	$81,336

PI BETA PHI FRATERNITY CALIFORNIA DELTA