PI BETA PHI FRATERNITY CALIFORNIA ZETA CHAPTER (EIN 951678460) - 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

1950

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY CALIFORNIA ZETA CHAPTER, founded in 1950, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $989K left a modest 13% 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 $1,120,598

Investment Income $36

Other Revenue $17,001

TOTAL REVENUE $1,137,635

Expense Breakdown

Grants Paid $6,803

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $982,413

TOTAL EXPENSES $989,216

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,137,635	$1,037,382	+0.1%
Expenses	$989,216	$938,414	+0.1%
Net Income	$148,419	$98,968	+0.5%

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
GABRIELLE HAYES 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ERICA SCHENKER 2024	VICE PRESIDENT COMMUNITY R	5.00	Officer Director	$0	$0	$0
GRACE JOHNSON 2024	VICE PRESIDENT FINANCE/HOU	10.00	Officer Director	$0	$0	$0
JULIA DROBISH 2024	VICE PRESIDENT MEMBER EXPE	5.00	Officer Director	$0	$0	$0
AGUSTINA PIRAN 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
AHSHA KENNEDY 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
FRANCESCA MALESSO 2024	VICE PRESIDENT RISK MANAGE	5.00	Officer Director	$0	$0	$0
SOPHIA MARTIN 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
KATELYN BLAND 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
GABRIELLA MEDLEY 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
BROOKLYN BLICKHAN 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
GRACE JOHNSON 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
GRACE BENDER 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
DAGNY BARE 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
NEYSA KRAUSE 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	$1,137,635	$989,216	$449,131	$148,419
2024	No data	No data	No data	No data
2023	$956,965	$935,099	$225,675	$21,866
2022	$854,966	$825,523	$179,507	$29,443
2021	$764,719	$1,015,196	$151,064	$-250,477
2020	$372,488	$91,904	$409,860	$280,584
2018	$564,962	$546,604	$173,905	$18,358

PI BETA PHI FRATERNITY CALIFORNIA ZETA CHAPTER