Civic Intelligence

Phi Delta Chi Fraternity Thete Chapter

990EZ • Fiscal year 2021 • EIN 41-0479436

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

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

(616) 304-2544

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

47th percentile

4.0%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-17%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$144,337

Up $7,740 (+5.7%) from 2020

Net Assets

Up

$119,111

Up $2,958 (+2.5%) from 2020

Liabilities

Down

$0

Down $20,444 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin47th percentile

Revenue

Down

$73,476

Down $14,939 (-17%) from 2020

Expenses

Down

$70,518

Down $7,128 (-9.2%) from 2020

Net Income

Down

$2,958

Down $7,811 (-73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th 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: $119,1112021Assets 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

2021

Assets$144,337
Liabilities$0
Net Assets$119,111
Open 2021 Filing

Operations Trend

Revenue Growth28th 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

2021

Revenue$73,476
Expenses$70,518
Net Income$2,958
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$77,977
Mission and Program Overview

Mission

SOCIAL CLUB

Program Services

DescriptionGrantsExpenses
PROVIDING GRADUATE FRATERNITY HOUSING, ACTIVITIES, AND ENVIRONMENT--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABBY TRAVISChief CounselorPT$0--
KIMBALL BLAKEVice CounselorPT$0--
DIANNA PHI-LINH NGUYENFinancePT$0--
SARAH OXLEYRecords And SealsPT$0--
KALI CIRACorrespondentPT$0--
RACHEL MONIZAlumni LiasonPT$0--
JAKE WOODRUFFPrelate-$0--
PRESTON ANGEN-DETERMANMaster@ArmsPT$0--
AMY AAKHUSInnerguardPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Dianna Phi-linh Nguyen
Title
Treasurer
Signed
2021-11-11
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 10 Grants & Similar Amounts Paid

“Mn pharmacy student alliance 500”

Part I, Line 16 Other Expense

“Scholarships to members 1980, investment acct charges 1018, payments to affiliates 5270, income taxes 1870, miscellaneous 1007”

Part II, Line 24 Other Assets

“Accounts receivable 7225, prepaid expense 3280, fpa advance deposit 300”

Part II, Line 26 Other Liabilities

“Accounts payable 17661, member security deposits 4790, deferred income 2775”

Raw XML Appendix128 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/BenefitsPaidToOrForMembersAmt07855
IRS990EZ/BooksInCareOfDetail/PersonNm0DIANNA NGUYEN
IRS990EZ/BooksInCareOfDetail/PhoneNum06163042544
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01024 4TH STREET SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055414
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0128406
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133532
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02958
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03394
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136597
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0144337
IRS990EZ/FundraisingGrossIncomeAmt04766
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt077977
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03145
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021600
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116153
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119111
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116153
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0144337
IRS990EZ/OccupancyRentUtltsAndMaintAmt047623
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810
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/PersonNm0ABBY TRAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBALL BLAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANNA PHI-LINH NGUYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH OXLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KALI CIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RACHEL MONIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAKE WOODRUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PRESTON ANGEN-DETERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AMY AAKHUS
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/BOYAmt08191
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010805
IRS990EZ/OtherExpensesTotalAmt011146
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL CLUB
IRS990EZ/ProgramServiceRevenueAmt048466
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING GRADUATE FRATERNITY HOUSING, ACTIVITIES, AND ENVIRONMENT
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04501
IRS990EZ/SpecialEventsNetIncomeLossAmt0265
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020444
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070518
IRS990EZ/TotalRevenueAmt073476
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0SOCIALCLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MN PHARMACY STUDENT ALLIANCE 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS TO MEMBERS 1980, INVESTMENT ACCT CHARGES 1018, PAYMENTS TO AFFILIATES 5270, INCOME TAXES 1870, MISCELLANEOUS 1007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 7225, PREPAID EXPENSE 3280, FPA ADVANCE DEPOSIT 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE 17661, MEMBER SECURITY DEPOSITS 4790, DEFERRED INCOME 2775
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 10 GRANTS & SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 16 OTHER EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II, LINE 24 OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART II, LINE 26 OTHER LIABILITIES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANNA PHI-LINH NGUYEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI DELTA CHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHID
ReturnHeader/Filer/EIN0410479436
ReturnHeader/Filer/USAddress/AddressLine1Txt02221 UNIVERSITY AVE SE STE 111
ReturnHeader/Filer/USAddress/CityNm0Minneapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055414
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/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE BALLENSKY
ReturnHeader/ReturnTs02021-11-11T14:34:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANNA PHI-LINH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NGUYEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,337
Liabilities
$0
Net assets
$119,111
Revenue
$73,476
Expenses
$70,518
Net income
$2,958
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
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.19$0.73$0.71$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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