Civic Intelligence

Theta Delta Chi Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 04-3026850

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 19, 2016

Organization ProfileTDX.ORG
214 Lewis WharfBoston, MA 02110

(617) 742-8886

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

24th percentile

-4.3%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

4.1%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$4,446,811

Down $199,639 (-4.3%) from 2015

Net Assets

Down

$4,442,411

Down $199,639 (-4.3%) from 2015

Liabilities

Flat

$4,400

Flat from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin82nd percentile

Revenue

Up

$598,784

Up $23,581 (+4.1%) from 2015

Expenses

Down

$460,247

Down $1,559 (-0.3%) from 2015

Net Income

Up

$138,537

Up $25,140 (+22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,090,371Liabilities 2011: $4,400Net Assets 2011: $4,085,9712011Assets 2012: $3,890,483Liabilities 2012: $4,400Net Assets 2012: $3,886,0832012Assets 2013: $4,286,620Liabilities 2013: $4,400Net Assets 2013: $4,282,2202013Assets 2014: $4,791,195Liabilities 2014: $7,900Net Assets 2014: $4,783,2952014Assets 2015: $4,646,450Liabilities 2015: $4,400Net Assets 2015: $4,642,0502015Assets 2016: $4,446,811Liabilities 2016: $4,400Net Assets 2016: $4,442,4112016Assets 2017: $4,470,745Liabilities 2017: $4,667Net Assets 2017: $4,466,0782017Assets 2018: $4,630,145Liabilities 2018: $28,609Net Assets 2018: $4,601,5362018Assets 2019: $4,847,602Liabilities 2019: $5,284Net Assets 2019: $4,842,3182019Assets 2020: $4,971,360Liabilities 2020: $65,642Net Assets 2020: $4,905,7182020Assets 2021: $6,376,080Liabilities 2021: $16,537Net Assets 2021: $6,359,5432021Assets 2022: $5,802,345Liabilities 2022: $39,428Net Assets 2022: $5,762,9172022Assets 2023: $6,775,893Liabilities 2023: $49,739Net Assets 2023: $6,726,1542023

Highlighted filing

2016

Assets$4,446,811
Liabilities$4,400
Net Assets$4,442,411
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $434,9392011Expenses 2012: $421,3212012Revenue 2013: $826,740Expenses 2013: $430,603Net Income 2013: $396,1372013Revenue 2014: $961,236Expenses 2014: $460,161Net Income 2014: $501,0752014Revenue 2015: $575,203Expenses 2015: $461,806Net Income 2015: $113,3972015Revenue 2016: $598,784Expenses 2016: $460,247Net Income 2016: $138,5372016Revenue 2017: $1,109,932Expenses 2017: $637,855Net Income 2017: $472,0772017Revenue 2018: $565,246Expenses 2018: $549,324Net Income 2018: $15,9222018Revenue 2019: $533,805Expenses 2019: $467,094Net Income 2019: $66,7112019Revenue 2020: $524,998Expenses 2020: $419,629Net Income 2020: $105,3692020Revenue 2021: $996,018Expenses 2021: $408,592Net Income 2021: $587,4262021Revenue 2022: $1,665,741Expenses 2022: $461,267Net Income 2022: $1,204,4742022Revenue 2023: $555,173Expenses 2023: $655,716Net Income 2023: -$100,5432023

Highlighted filing

2016

Revenue$598,784
Expenses$460,247
Net Income$138,537
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 19, 2016
Return Version
2015v2.1
Gross Receipts
$720,386
Mission and Program Overview

Mission

The organization strives to improve the college education experience by awarding scholarships to individual chapter members, educational grants to member chapters, supporting the annual convention for the chapters, and assisting in publications provided to the chapters and members of the theta delta chi fraternity.

Educational and charitable purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,529,480$3,323,474▼ $206,006
Land, Buildings, and Equipment, Net$811,149$776,994▼ $34,155
Savings and Temporary Cash Investments$258,317$276,029▲ $17,712
Other Notes and Loans Receivable, Net$40,157$32,766▼ $7,391
Cash and Non-Interest-Bearing Accounts$6,747$22,625▲ $15,878
Prepaid Expenses and Deferred Charges$600$14,923▲ $14,323
Total Assets$4,646,450$4,446,811▼ $199,639
Liabilities
Other Liabilities$4,400$4,400→ $0
Total Liabilities$4,400$4,400→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,641,647$3,429,961▼ $211,686
Permanently Rstr Net Assets$489,618$525,368▲ $35,750
Temporarily Rstr Net Assets$510,785$487,082▼ $23,703
Total Net Assets Fund Balance$4,642,050$4,442,411▼ $199,639
Total Liabilities and Net Assets / Fund Balance$4,646,450$4,446,811▼ $199,639
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John M GeislerPresident
Jeffrey T HortonV. President
Peter L NicheExec Director / S
Jamie PhillipsTrustee
Jordan FergusonTrustee
Dr Richard WoodExecutive Di
Alex FrisvoldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$245,369
Program Service Revenue
$0
Investment Income
$296,655
Other Revenue
$56,760
All Other Contributions
$245,369
Change in Net Assets
$138,537

Audited Revenue Reconciliation

Revenue per Audited Statements
$598,784
Revenue Not Reported on Form 990
$-338,176
Total Revenue per Audited Statements
$260,608
Total Revenue per Form 990
$598,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,175
Salaries, Compensation, and Employee Benefits$162,014
Grants and Similar Amounts Paid$72,058
Total Fundraising Expense$40,298
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,662$66,661-$133,323
Grants to Domestic Orgs$44,758--$44,758
Occupancy-$38,406-$38,406
Depreciation Depletion-$34,154-$34,154
All Other Expenses$6,266$25,883-$32,149
Grants to Domestic Individuals$27,300--$27,300
Fees for Service Investment Mgmnt Fees-$23,799-$23,799
Payroll Taxes$7,725$7,724-$15,449
Other Employee Benefits$6,621$6,621-$13,242
Fees for Services Accounting-$9,600-$9,600
Other Expenses$9,000-$40,298$9,000
Information Technology$3,616$3,617-$7,233
Conferences and Meetings$4,533--$4,533
Office Expenses$604$1,001-$1,605
Insurance-$1,185-$1,185
Total Functional Expenses$201,298$218,651$40,298$460,247

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$460,247
Total Expenses per Audited Statements$460,247
Total Expenses per Form 990$460,247
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grand Lodge of Theta Delta Chi Inc-7-$18,150
Spectemur Agendo Foundation Inc-3-$10,250
Grand Lodge of Theta Delta Chi Inc-7-$8,008
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$4,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Theta Delta Chi Educational
EIN
04-3026850
Phone
6177428886
Address
214 LEWIS WHARF, BOSTON, MA 02110

Signing Officer

Name
Peter L Niche
Title
Exec Director / Secretary
Phone
6177428886
Signed
2016-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter L Niche
Voting Board Members
6
Independent Board Members
0
Employees
6

Preparer

Firm
Richard J Siegler CPA
Address
3645 FOXCHASE DR, CLERMONT, FL 34711
Preparer
Richard J Siegler CPA
Phone
8455199220
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc17
IRS990ScheduleI/RecipientTable/IRCSectionDesc27
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SPECTEMUR AGENDO FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GRAND LODGE OF THETA DELTA CHI INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GRAND LODGE OF THETA DELTA CHI INC
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0TDX.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER L NICHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIR / SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06177428886
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA DELTA CHI EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0043026850
ReturnHeader/Filer/PhoneNum06177428886
ReturnHeader/Filer/USAddress/AddressLine1Txt0214 LEWIS WHARF
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204982019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD J SIEGLER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03645 FOXCHASE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLERMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034711
ReturnHeader/PreparerPersonGrp/PhoneNum08455199220
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J SIEGLER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-07T09:54:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,446,811
Liabilities
$4,400
Net assets
$4,442,411
Revenue
$598,784
Expenses
$460,247
Net income
$138,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.78$0.05$6.73$0.56$0.66$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.80$0.04$5.76$1.67$0.46$1.20
2021Detailed filing. Detailed filing data is available for this year.$6.38$0.02$6.36$1.00$0.41$0.59
2020Detailed filing. Detailed filing data is available for this year.$4.97$0.07$4.91$0.52$0.42$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.85$0.01$4.84$0.53$0.47$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.63$0.03$4.60$0.57$0.55$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$1.11$0.64$0.47
2016Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.44$0.60$0.46$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.64$0.58$0.46$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.01$4.78$0.96$0.46$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.00$4.28$0.83$0.43$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.00$3.89$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.00$4.09$0.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits