Civic Intelligence

Theta Chi Fraternity - Phi Chapter North Dakota State University

990EZ • Fiscal year 2023 • EIN 45-0202085

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

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

98th percentile

1.83x

Higher debt load relative to assets than 98% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-4.6%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-86%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$1,445

Flat from 2023

Net Assets

-$1,198

No earlier filing loaded for comparison.

Liabilities

Flat

$2,643

Flat from 2023

Revenue

Flat

$187,987

Flat from 2023

Expenses

Flat

$196,648

Flat from 2023

Net Income

Flat

-$8,661

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20KAssets 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: $2,643Net Assets 2023: -$1,1982023Assets 2023: $1,445Liabilities 2023: $2,6432023Assets 2024: $26,439Net Assets 2024: $26,4392024

Highlighted filing

2023

Assets$1,445
Liabilities$2,643
Net Assets-$1,198

Operations Trend

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 2023: $187,987Expenses 2023: $196,648Net Income 2023: -$8,6612023Revenue 2024: $197,418Expenses 2024: $169,781Net Income 2024: $27,6372024

Highlighted filing

2023

Revenue$187,987
Expenses$196,648
Net Income-$8,661
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.0
Gross Receipts
$187,987
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
XAVIER HOMELVIGSocial Chair-$0--
TYLER SPECHTPhilanthropy-$0--
THOMAS MILBAUERHouse Manage-$0--
MATHEW VOUGHTVice Preside-$0--
JADON DRAEGERMarshal-$0--
DYLAN STRADLINGPresident-$0--
ERIK SCHWINDTVP Health An-$0--
JACOB FREEDSecretary-$0--
SETH VOLKTreasurer-$0--
ETHAN MANNPublic Relat-$0--
ALEX LINSTERScholarship-$0--
NICKANTONOPLOSRecruitment-$0--
BRYCE FLEISNERStandards Ch-$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
Jacob Freed
Title
Secretary
Phone
7013731026
Signed
2024-11-01
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 advertising & promotion 10,012 interest 147 entertainment 10,703 pledge fees / insurance 35,100 recruitment 3,298 reimb / supply / food 46,284 bank fees 2 non-investment depreciation 2,847 total 108,393

Form 990-ez, Part I, Line 20

PENALTIES -653

Form 990-ez, Part II, Line 24

Sofa set 0 3,389 less accumulated depreciation 0 2,847 total 0 542

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,419 2,643

Raw XML Appendix150 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/PersonNm0JACOB FREED
IRS990EZ/BooksInCareOfDetail/PhoneNum07013731026
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01307 UNIVERSITY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ND
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd058102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010535
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0903
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8661
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09549
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt01445
IRS990EZ/FundraisingGrossIncomeAmt05974
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04378
IRS990EZ/GrossReceiptsAmt0187987
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00241
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt02108
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0182013
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08116
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08116
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-1198
IRS990EZ/OccupancyRentUtltsAndMaintAmt055630
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/AverageHrsPerWkDevotedToPosRt123.00
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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0XAVIER HOMELVIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TYLER SPECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS MILBAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATHEW VOUGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JADON DRAEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DYLAN STRADLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIK SCHWINDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JACOB FREED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SETH VOLK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ETHAN MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ALEX LINSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NICKANTONOPLOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12BRYCE FLEISNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SOCIAL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2HOUSE MANAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MARSHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP HEALTH AN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PUBLIC RELAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12STANDARDS CH
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0542
IRS990EZ/OtherChangesInNetAssetsAmt0-653
IRS990EZ/OtherExpensesTotalAmt0108393
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL CLUB AND PHILANTHROPY EFFORTS
IRS990EZ/PrintingPublicationsPostageAmt0540
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL CLUB AND PHILANTHROPY EFFORTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018158
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt05974
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0ND
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02419
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02643
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0196648
IRS990EZ/TotalRevenueAmt0187987
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0PHIONLINE.NET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & PROMOTION 10,012 INTEREST 147 ENTERTAINMENT 10,703 PLEDGE FEES / INSURANCE 35,100 RECRUITMENT 3,298 REIMB / SUPPLY / FOOD 46,284 BANK FEES 2 NON-INVESTMENT DEPRECIATION 2,847 TOTAL 108,393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PENALTIES -653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOFA SET 0 3,389 LESS ACCUMULATED DEPRECIATION 0 2,847 TOTAL 0 542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,419 2,643
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB FREED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07013731026
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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/PreparationDt02024-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLEY MILLER CPA
ReturnHeader/ReturnTs02024-11-01T15:11:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.03$0.01$1.88$1.97$0.09
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
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