Civic Intelligence

Phi Delta Chi Fraternity Thete Chapter

990EZ • Fiscal year 2020 • EIN 41-0479436

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

Organization ProfileN/A
2221 University Ave SE Ste 111Minneapolis, MN 55414

(612) 624-5015

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.15x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.23x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-3.8%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

-10%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$136,597

Down $5,463 (-3.8%) from 2019

Net Assets

$116,153

No earlier filing loaded for comparison.

Liabilities

Down

$20,444

Down $16,233 (-44%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin68th percentile

Revenue

Down

$88,415

Down $10,048 (-10%) from 2019

Expenses

Down

$77,646

Down $27,836 (-26%) from 2019

Net Income

Up

$10,769

Up $17,788 (+253%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $59,946Liabilities 2011: $6,1262011Assets 2012: $63,607Liabilities 2012: $5,3662012Assets 2013: $65,685Liabilities 2013: $4,8582013Assets 2014: $75,818Liabilities 2014: $5,2432014Assets 2015: $80,882Liabilities 2015: $8,2162015Assets 2016: $100,779Liabilities 2016: $02016Assets 2017: $108,743Liabilities 2017: $6,1592017Assets 2018: $118,409Liabilities 2018: $6,0062018Assets 2019: $142,060Liabilities 2019: $36,6772019Assets 2020: $136,597Liabilities 2020: $20,444Net Assets 2020: $116,1532020Assets 2021: $144,337Liabilities 2021: $0Net Assets 2021: $144,3372021Assets 2022: $128,652Liabilities 2022: $9,072Net Assets 2022: $119,5802022Assets 2023: $139,399Liabilities 2023: $14,822Net Assets 2023: $124,5772023Assets 2024: $143,454Liabilities 2024: $18,9922024Assets 2025: $133,640Liabilities 2025: $17,229Net Assets 2025: $116,4112025

Highlighted filing

2020

Assets$136,597
Liabilities$20,444
Net Assets$116,153
Open 2020 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $86,062Expenses 2011: $72,554Net Income 2011: $13,5082011Revenue 2012: $85,336Expenses 2012: $80,915Net Income 2012: $4,4212012Revenue 2013: $81,585Expenses 2013: $79,000Net Income 2013: $2,5852013Revenue 2014: $90,987Expenses 2014: $81,239Net Income 2014: $9,7482014Revenue 2015: $91,988Expenses 2015: $89,896Net Income 2015: $2,0922015Revenue 2016: $99,448Expenses 2016: $88,210Net Income 2016: $11,2382016Revenue 2017: $112,205Expenses 2017: $93,525Net Income 2017: $18,6802017Revenue 2018: $102,020Expenses 2018: $92,201Net Income 2018: $9,8192018Revenue 2019: $98,463Expenses 2019: $105,482Net Income 2019: -$7,0192019Revenue 2020: $88,415Expenses 2020: $77,646Net Income 2020: $10,7692020Revenue 2021: $73,476Expenses 2021: $70,518Net Income 2021: $2,9582021Revenue 2022: $86,686Expenses 2022: $86,217Net Income 2022: $4692022Revenue 2023: $110,941Expenses 2023: $105,944Net Income 2023: $4,9972023Revenue 2024: $114,776Expenses 2024: $114,890Net Income 2024: -$1142024Revenue 2025: $102,705Expenses 2025: $110,757Net Income 2025: -$8,0522025

Highlighted filing

2020

Revenue$88,415
Expenses$77,646
Net Income$10,769
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$101,038
Mission and Program Overview

Mission

SOCIAL CLUB

Program Services

DescriptionGrantsExpenses
PROVIDING GRADUATE FRATERNITY HOUSING, ACTIVITIES, AND ENVIRONMENT--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABE STEINWANDChief CounselorPT$0--
TAYLOR KAISERVice Counselor-$0--
DREW PASZOTTAFinance-$0--
ABBY TRAVISRecords And Seals-$0--
KALLY KVIDERACorrespondent-$0--
KENZIE SKURATAlumni Liason-$0--
RACHEL MONIZPrelate-$0--
ALEXA BLOEDOWMaster@Arms-$0--
JENNA FESTERInnerguard-$0--
Filing and Contact Details

Filer

Filer Name
Phi Delta Chi Fraternity
EIN
41-0479436
Phone
6126245015
Address
2221 UNIVERSITY AVE SE STE 111, Minneapolis, MN 55414

Signing Officer

Name
Drew Paszotta
Title
Treasurer
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Fraternity Purchasing Association
Address
2221 UNIVERSITY AVE SE STE 111, MINNEAPOLIS, MN 55414
Preparer
Michelle Ballensky
Phone
6126245015
Supplemental Narrative

Additional Explanations

Part I, Line 8 Other Income

“MISCELLANEOUS 75”

Part I, Line 10 Grants and Similar Amounts Paid

“Pay it forward foundation 500, st judes 47”

Part I, Line 16 Other Expense

“Investment account charges 941, depreciation 99, scholarships to members 2160, payments to affiliates 5600, miscellaneous 1615”

Part II, Line 24 Other Assets

“Accounts receivable 3891, prepaid expense 4000, fpa advance deposit 300”

Part II, Line 26 Other Liabilities

“Accounts payable 13504, member security deposits 3515, deferred income 3425”

Raw XML Appendix139 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt016438
IRS990EZ/BooksInCareOfDetail/PersonNm0DREW PASZOTTA
IRS990EZ/BooksInCareOfDetail/PhoneNum08155014944
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01024 4TH STREET SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055414
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136081
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128406
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt04797
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010769
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03066
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142060
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0136597
IRS990EZ/FundraisingGrossIncomeAmt011771
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0547
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02150
IRS990EZ/GrossReceiptsAmt0101038
IRS990EZ/GrossReceiptsForPublicUseAmt05845
IRS990EZ/GrossSalesOfInventoryAmt06947
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03302
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015100
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105383
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0116153
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105383
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0116153
IRS990EZ/OccupancyRentUtltsAndMaintAmt047180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GABE STEINWAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAYLOR KAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DREW PASZOTTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ABBY TRAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KALLY KVIDERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KENZIE SKURAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RACHEL MONIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALEXA BLOEDOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JENNA FESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHIEF COUNSELOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE COUNSELOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDS AND SEALS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ALUMNI LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRELATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MASTER@ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8INNERGUARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05979
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08191
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt010415
IRS990EZ/OtherRevenueTotalAmt075
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL CLUB
IRS990EZ/ProgramServiceRevenueAmt063843
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING GRADUATE FRATERNITY HOUSING, ACTIVITIES, AND ENVIRONMENT
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt07826
IRS990EZ/SpecialEventsNetIncomeLossAmt03945
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt036677
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020444
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077646
IRS990EZ/TotalRevenueAmt088415
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0SOCIALCLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAY IT FORWARD FOUNDATION 500, ST JUDES 47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT ACCOUNT CHARGES 941, DEPRECIATION 99, SCHOLARSHIPS TO MEMBERS 2160, PAYMENTS TO AFFILIATES 5600, MISCELLANEOUS 1615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 3891, PREPAID EXPENSE 4000, FPA ADVANCE DEPOSIT 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE 13504, MEMBER SECURITY DEPOSITS 3515, DEFERRED INCOME 3425
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 8 OTHER INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 10 GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I, LINE 16 OTHER EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART II, LINE 24 OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART II, LINE 26 OTHER LIABILITIES
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DREW PASZOTTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA CHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0410479436
ReturnHeader/Filer/PhoneNum06126245015
ReturnHeader/Filer/USAddress/AddressLine1Txt02221 UNIVERSITY AVE SE STE 111
ReturnHeader/Filer/USAddress/CityNm0Minneapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055414
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A44F276F17128A6BAA3066C56978BA8ADDFE5A91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07DEFF8F965B8BEBDF50A7107A7FF5A01A3378560
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0160.94.189.157
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410265424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRATERNITY PURCHASING ASSOCIATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02221 UNIVERSITY AVE SE STE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055414
ReturnHeader/PreparerPersonGrp/PhoneNum06126245015
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE BALLENSKY
ReturnHeader/ReturnTs02020-11-09T12:47:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,597
Liabilities
$20,444
Net assets
$116,153
Revenue
$88,415
Expenses
$77,646
Net income
$10,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.17$1.16$1.03$1.11$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.19$1.15$1.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.15$1.25$1.11$1.06$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.09$1.20$0.87$0.86$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.73$0.71$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.20$1.16$0.88$0.78$0.11
2019Summary only. Only limited summary data is available for this year.$1.42$0.37$0.98$1.05$0.07
2018Summary only. Only limited summary data is available for this year.$1.18$0.06$1.02$0.92$0.10
2017Summary only. Only limited summary data is available for this year.$1.09$0.06$1.12$0.94$0.19
2016Summary only. Only limited summary data is available for this year.$1.01$0.00$0.99$0.88$0.11
2015Summary only. Only limited summary data is available for this year.$0.81$0.08$0.92$0.90$0.02
2014Summary only. Only limited summary data is available for this year.$0.76$0.05$0.91$0.81$0.10
2013Summary only. Only limited summary data is available for this year.$0.66$0.05$0.82$0.79$0.03
2012Summary only. Only limited summary data is available for this year.$0.64$0.05$0.85$0.81$0.04
2011Summary only. Only limited summary data is available for this year.$0.60$0.06$0.86$0.73$0.14