Civic Intelligence

Theta Chi Fraternity - Phi Chapter North Dakota State University

990EZ • Fiscal year 2021 • EIN 45-0202085

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization ProfilePHIONLINE.NET
1307 University Dr NFargo, ND 58102

(701) 492-4502

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.09x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

46th percentile

3.7%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

95th percentile

$3,257

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

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

Asset Growth

88th percentile

46%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

72nd percentile

35%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$18,468

Up $5,831 (+46%) from 2020

Net Assets

$16,842

No earlier filing loaded for comparison.

Liabilities

Up

$1,626

Up $1,626 from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin46th percentile

Revenue

Up

$114,328

Up $29,502 (+35%) from 2020

Expenses

Up

$110,123

Up $7,403 (+7.2%) from 2020

Net Income

Up

$4,205

Up $22,099 (+123%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$60K$40K$20K$0Assets 2011: $57,541Liabilities 2011: $02011Assets 2012: $48,816Liabilities 2012: $02012Assets 2013: $33,598Liabilities 2013: $02013Assets 2014: $10,701Liabilities 2014: $02014Assets 2015: $17,609Liabilities 2015: $0Net Assets 2015: $17,6092015Assets 2016: $23,941Liabilities 2016: $0Net Assets 2016: $23,9412016Assets 2017: $14,489Liabilities 2017: $0Net Assets 2017: $14,4892017Assets 2018: $19,884Liabilities 2018: $02018Assets 2019: $28,415Net Assets 2019: $28,4152019Assets 2020: $12,637Liabilities 2020: $02020Assets 2021: $18,468Liabilities 2021: $1,626Net Assets 2021: $16,8422021Assets 2022: $10,535Liabilities 2022: $2,419Net Assets 2022: $8,1162022Assets 2023: $1,445Liabilities 2023: $2,6432023Assets 2024: $26,439Net Assets 2024: $26,4392024

Highlighted filing

2021

Assets$18,468
Liabilities$1,626
Net Assets$16,842
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $165,900Expenses 2011: $147,282Net Income 2011: $18,6182011Revenue 2012: $162,522Expenses 2012: $171,246Net Income 2012: -$8,7242012Revenue 2013: $177,038Expenses 2013: $192,255Net Income 2013: -$15,2172013Revenue 2014: $169,722Expenses 2014: $207,837Net Income 2014: -$38,1152014Revenue 2015: $168,991Expenses 2015: $162,083Net Income 2015: $6,9082015Revenue 2016: $125,056Expenses 2016: $118,724Net Income 2016: $6,3322016Revenue 2017: $104,542Expenses 2017: $113,994Net Income 2017: -$9,4522017Revenue 2018: $162,854Expenses 2018: $157,459Net Income 2018: $5,3952018Revenue 2019: $144,558Expenses 2019: $136,027Net Income 2019: $8,5312019Revenue 2020: $84,826Expenses 2020: $102,720Net Income 2020: -$17,8942020Revenue 2021: $114,328Expenses 2021: $110,123Net Income 2021: $4,2052021Revenue 2022: $161,391Expenses 2022: $170,117Net Income 2022: -$8,7262022Revenue 2023: $187,987Expenses 2023: $196,648Net Income 2023: -$8,6612023Revenue 2024: $197,418Expenses 2024: $169,781Net Income 2024: $27,6372024

Highlighted filing

2021

Revenue$114,328
Expenses$110,123
Net Income$4,205
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.0
Gross Receipts
$114,328
Mission and Program Overview

Mission

The organization is a locaal chapter of a national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Social club and philanthropy efforts

Program Services

DescriptionGrantsExpenses
SOCIAL CLUB AND PHILANTHROPY EFFORTS--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COHL RINGLERVP Health &-$3,257-$3,257
SAM SMITHPresident-$0--
KOBY MARCUSFormer Treas-$0--
GAVEN NELSONVice Preside-$0--
ERICH FROILANDPhilanthropy-$0--
BRENDIN HOUCKRecruitment-$0--
THOMAS MILBAUERSecretary-$0--
MATHEW VOUGHTMarshal-$0--
DAVID LUKENSPublic Relat-$0--
JAMES O'NEALHouse Manage-$0--
DYLAN STRADLINGStandards Ch-$0--
ERIK SCHWINDTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Theta Chi Fraternity Phi Chapter
EIN
45-0202085
Phone
7014924502
Address
1307 UNIVERSITY DR N, FARGO, ND 58102

Signing Officer

Name
Erik Schwindt
Title
Treasurer
Phone
7015900894
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Balance Tax and Accounting
Address
3212 14TH AVENUE SOUTH SUITE 1, FARGO, ND 58103
Preparer
Aimee Schwartzwalter
Phone
7013650319
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses travel 196 uso donation 480 bank charges 95 subscriptions 45 entertainment 3,678 pledge fees / insurance 8,976 recruitment 1,341 reimb / supply / food 22,555 total 37,366”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 1,626”

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/BenefitsPaidToOrForMembersAmt03257
IRS990EZ/BooksInCareOfDetail/PersonNm0ERIK SCHWINDT
IRS990EZ/BooksInCareOfDetail/PhoneNum07014924502
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01307 UNIVERSITY DRIVE N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ND
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd058103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012637
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018468
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04205
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02370
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012637
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018468
IRS990EZ/FundraisingGrossIncomeAmt0983
IRS990EZ/GrossReceiptsAmt0114328
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00241
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt0389
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0113345
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012637
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016842
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012637
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016842
IRS990EZ/OccupancyRentUtltsAndMaintAmt057240
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33257
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KOBY MARCUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAVEN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COHL RINGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERICH FROILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRENDIN HOUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THOMAS MILBAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATHEW VOUGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVID LUKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JAMES O'NEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DYLAN STRADLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ERIK SCHWINDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP HEALTH &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MARSHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PUBLIC RELAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HOUSE MANAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10STANDARDS CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037366
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL CLUB AND PHILANTHROPY EFFORTS
IRS990EZ/PrintingPublicationsPostageAmt01140
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL CLUB AND PHILANTHROPY EFFORTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt08750
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt0983
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01626
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110123
IRS990EZ/TotalRevenueAmt0114328
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0PHIONLINE.NET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 196 USO DONATION 480 BANK CHARGES 95 SUBSCRIPTIONS 45 ENTERTAINMENT 3,678 PLEDGE FEES / INSURANCE 8,976 RECRUITMENT 1,341 REIMB / SUPPLY / FOOD 22,555 TOTAL 37,366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,626
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK SCHWINDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07015900894
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA CHI FRATERNITY PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0450202085
ReturnHeader/Filer/PhoneNum07014924502
ReturnHeader/Filer/USAddress/AddressLine1Txt01307 UNIVERSITY DR N
ReturnHeader/Filer/USAddress/CityNm0FARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472590304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALANCE TAX AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03212 14TH AVENUE SOUTH SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd058103
ReturnHeader/PreparerPersonGrp/PhoneNum07013650319
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AIMEE SCHWARTZWALTER
ReturnHeader/ReturnTs02022-11-10T10:50:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWINDT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
$18,468
Liabilities
$1,626
Net assets
$16,842
Revenue
$114,328
Expenses
$110,123
Net income
$4,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.26$1.97$1.70$0.28
2023Summary only. Only limited summary data is available for this year.$0.01$0.03$1.88$1.97$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.02$0.08$1.61$1.70$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.17$1.14$1.10$0.04
2020Summary only. Only limited summary data is available for this year.$0.13$0.00$0.85$1.03$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.45$1.36$0.09
2018Summary only. Only limited summary data is available for this year.$0.20$0.00$1.63$1.57$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$1.05$1.14$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$1.25$1.19$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.69$1.62$0.07
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$1.70$2.08$0.38
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$1.77$1.92$0.15
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$1.63$1.71$0.09
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$1.66$1.47$0.19