California Delta Chapter of Pi Beta Phi House Corporation (EIN 956043020) - 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

1928

Legal Domicile

Principal Officer

Loralie Ogden

Phone

3102085474

Tax Period

2024-09-01 to 2025-08-31

California Delta Chapter of Pi Beta Phi House Corporation, founded in 1928, is a small nonprofit that reported $371K in total revenue in fiscal year 2024. Expenses of $330K left a modest 11% surplus.

Mission

Holding title to local chapter of national college sorority providing room and board, meeting facilities, and social activities for members only.

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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 $356,166

Program Service Revenue $0

Investment Income $7,463

Other Revenue $7,156

TOTAL REVENUE $370,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,811

Fundraising Expenses $0

Program Expenses $330,370

Other Expenses $250,559

TOTAL EXPENSES $330,370

Year-over-Year Comparison

	2024	2023	Change
Revenue	$370,785	$363,116	+0.0%
Expenses	$330,370	$351,461	-0.1%
Net Income	$40,415	$11,655	+2.5%

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

N/A

Employees

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
Loralie Ogden	President	2.00	Officer	$0	$0	$0
Paula Treharne	Co-Treasurer	2.00	Officer	$0	$0	$0
Lisa Landt	Co-Treasurer	2.00	Officer	$0	$0	$0
Mary Tiffany	Secretary	2.00	Officer	$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	$370,785	$330,370	$1,083,779	$40,415
2024	$363,116	$351,461	$1,047,123	$11,655
2023	$332,108	$269,241	$1,039,107	$62,867
2022	$284,646	$258,431	$979,759	$26,215
2021	$272,654	$157,537	$952,093	$115,117
2020	$510,805	$410,394	$730,530	$100,411

California Delta Chapter of Pi Beta Phi House Corporation