PI BETA PHI FRATERNITY CALIFORNIA … - Form 990 Financial Data

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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

1917

Legal Domicile

Principal Officer

MICHELLE RHODESBROWN

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY CALIFORNIA GAMMA CHAPTER, founded in 1917, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 12% surplus.

Mission

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

Program Service Accomplishments

Program 1

THE CALIFORNIA GAMMA CHAPTER OF PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES, OR OTHER FUNDS PAID BY ITS MEMBERS AND PROVIDES GOODS, FACILITIES, AND SERVICES TO MEMBERS WHILE ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS BY SUPPORTING PHILANTHROPIC AND COMMUNITY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 135 MEMBERS.

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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 $1,535,020

Investment Income $20

Other Revenue $35,436

TOTAL REVENUE $1,570,476

Expense Breakdown

Grants Paid $1,211

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,384,022

TOTAL EXPENSES $1,385,233

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,570,476	$1,414,137	+0.1%
Expenses	$1,385,233	$1,359,649	+0.0%
Net Income	$185,243	$54,488	+2.4%

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
SOFIA SCHWARZ 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ELISABETH BOGAARD 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
PAIGE HUBEN 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
EMMA HOLLANDER 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LILA MOTAMEDI 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
MADISON STURGEON 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
KAYLA GAL 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
CHAUNDRA FRUIN CAMPBELL 2024	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
JACEY MORDKIN 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MAYA LEWIS 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
KENDELL WEIS 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
AVERY ROTH 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
SOPHIA NOVIAN 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
SASHA RICHBURG 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
JACEY MORDKIN 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
JADA GRIFFITHS 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	$1,570,476	$1,385,233	$510,612	$185,243
2024	$1,414,137	$1,359,649	$325,369	$54,488
2023	$1,369,446	$1,380,122	$312,899	$-10,676
2022	$1,398,914	$1,267,938	$281,556	$130,976
2021	$450,514	$834,244	$132,236	$-383,730
2019	$754,082	$633,552	$754,355	$120,530
2018	$674,809	$736,587	$678,821	$-61,778

PI BETA PHI FRATERNITY CALIFORNIA GAMMA CHAPTER