Phi Chapter Theta Chi Holding Corportation (EIN 331132772) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

Jason M Gates

Phone

7013670471

Tax Period

2025-01-01 to 2025-12-31

Phi Chapter Theta Chi Holding Corportation, founded in 1969, is a micro nonprofit that reported $31K in total revenue in fiscal year 2025. The organization ran a surplus of $29K, a strong 96% operating margin.

Mission

Hold title to and maintain a fraternity house at North Dakota State University

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $12,484

Program Service Revenue $0

Investment Income $9,997

Other Revenue $8,158

TOTAL REVENUE $30,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $881

Other Expenses $1,318

TOTAL EXPENSES $1,318

Year-over-Year Comparison

	2025	2024	Change
Revenue	$30,639	$29,317	+0.0%
Expenses	$1,318	$1,596	-0.2%
Net Income	$29,321	$27,721	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM GOMPF	President	0.00	Officer	$0	$0	$0
CRAIG E JOHNSON	Vice President	0.00	Officer	$0	$0	$0
JASON M GATES	SecTreasurer	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$30,639	$1,318	$2,759,166	$29,321
2024	$29,317	$1,596	$2,729,845	$27,721
2023	$37,525	$843	$2,710,540	$36,682
2023	$-6,854	$1,563	$2,702,124	$-8,417
2022	$40,361	$568	$2,673,859	$39,793
2021	$67,440	$1,944	$2,634,065	$65,496

Phi Chapter Theta Chi Holding Corportation