Civic Intelligence

Theta Chi Fraternity - Phi Chapter North Dakota State University

990EZ • Fiscal year 2022 • EIN 45-0202085

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 24, 2023

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

83rd percentile

0.23x

Higher debt load relative to assets than 83% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

30th percentile

-5.4%

Higher net margin than 30% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

7th percentile

-43%

Faster asset growth than 7% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

41%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$10,535

Down $7,933 (-43%) from 2021

Net Assets

Down

$8,116

Down $8,726 (-52%) from 2021

Liabilities

Up

$2,419

Up $793 (+49%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin30th percentile

Revenue

Up

$161,391

Up $47,063 (+41%) from 2021

Expenses

Up

$170,117

Up $59,994 (+54%) from 2021

Net Income

Down

-$8,726

Down $12,931 (-308%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2022

Assets$10,535
Liabilities$2,419
Net Assets$8,116
Open 2022 Filing

Operations Trend

Revenue Growth74th 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

2022

Revenue$161,391
Expenses$170,117
Net Income-$8,726
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 24, 2023
Return Version
2022v5.0
Gross Receipts
$161,391
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 Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
XAVIER HOMELVIGRecruitment-$0--
KOBY MARCUSVice Preside-$0--
GAVEN NELSONPresident-$0--
GAVIN FERNHOLZPublic Relat-$0--
ERICH FROILANDVP Health &-$0--
MICHAEL SORENSONPhilanthropy-$0--
THOMAS MILBAUERStandards Ch-$0--
MATHEW VOUGHTHouse Manage-$0--
RYAN NELSONMarshal-$0--
NATHAN THINERSecretary-$0--
DYLAN STRADLINGScholarship-$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
2023-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Balance Tax and Accounting
Address
4809 38TH ST S SUITE 101, FARGO, ND 58104
Preparer
Lesley Miller CPA
Phone
7013650319
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses travel 3,262 uso donation 2,600 entertainment 1,810 pledge fees / insurance 22,874 recruitment 1,050 reimb / supply / food 43,819 total 75,415”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,626 2,419”

Raw XML Appendix141 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/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/BOYAmt018468
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010535
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8726
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03905
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018468
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010535
IRS990EZ/FundraisingGrossIncomeAmt02600
IRS990EZ/GrossReceiptsAmt0161391
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00241
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt0364
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0158791
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08116
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08116
IRS990EZ/OccupancyRentUtltsAndMaintAmt070134
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0XAVIER HOMELVIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KOBY MARCUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAVEN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GAVIN FERNHOLZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERICH FROILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL SORENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THOMAS MILBAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATHEW VOUGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RYAN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NATHAN THINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DYLAN STRADLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ERIK SCHWINDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PUBLIC RELAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP HEALTH &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STANDARDS CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HOUSE MANAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MARSHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075415
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL CLUB AND PHILANTHROPY EFFORTS
IRS990EZ/PrintingPublicationsPostageAmt03645
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL CLUB AND PHILANTHROPY EFFORTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017018
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt02600
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0ND
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01626
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02419
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0170117
IRS990EZ/TotalRevenueAmt0161391
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0PHIONLINE.NET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 3,262 USO DONATION 2,600 ENTERTAINMENT 1,810 PLEDGE FEES / INSURANCE 22,874 RECRUITMENT 1,050 REIMB / SUPPLY / FOOD 43,819 TOTAL 75,415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,626 2,419
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK SCHWINDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07015900894
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-24
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472590304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALANCE TAX AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04809 38TH ST S SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd058104
ReturnHeader/PreparerPersonGrp/PhoneNum07013650319
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLEY MILLER CPA
ReturnHeader/ReturnTs02023-06-26T10:35:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWINDT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,535
Liabilities
$2,419
Net assets
$8,116
Revenue
$161,391
Expenses
$170,117
Net income
-$8,726
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
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.08$1.61$1.70$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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