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

1949

Legal Domicile

Principal Officer

MICHELLE RHODESBROWN

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

PI BETA PHI FRATERNITY CALIFORNIA EPSILON CHAPTER, founded in 1949, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 5% surplus.

Mission

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

Program Service Accomplishments

Program 1

THE CALIFORNIA EPSILON 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 233 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 $45

Program Service Revenue $1,072,917

Investment Income $192

Other Revenue $24,359

TOTAL REVENUE $1,097,513

Expense Breakdown

Grants Paid $19,359

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,018,127

TOTAL EXPENSES $1,037,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,097,513	$1,068,415	+0.0%
Expenses	$1,037,486	$1,052,479	0.0%
Net Income	$60,027	$15,936	+2.8%

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
GRACE BANNING 2024	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
ABBY STEIN 2024	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
CARLEIGH AHERN 2024	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
ELOISE CROSTHWAIT 2024	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
MALLORY GANNON 2024	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
CHOLE WEIL 2024	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
SYDNEY RUMBEL 2024	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
SOFIA CARMENATE 2024	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
ISABELLA BERNT 2025	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
MACY CLARK 2025	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
BROOKE BABCOCK 2025	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
TEAGAN HARTMANN 2025	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
HANNAH PERLMUTTER 2025	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ABIGAIL YEASEL 2025	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ALEXIS BRIGGEMAN 2025	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ZOE MCMAHON 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	$1,097,513	$1,037,486	$382,033	$60,027
2024	$1,068,415	$1,052,479	$322,006	$15,936
2023	$900,244	$868,034	$372,114	$32,210
2022	$830,090	$728,425	$277,509	$101,665
2021	$311,434	$404,986	$171,795	$-93,552
2020	$371,112	$348,834	$265,348	$22,278
2019	$410,444	$380,252	$255,940	$30,192

PI BETA PHI FRATERNITY CALIFORNIA EPSILON CHAPTER