Civic Intelligence

Theta Delta Chi Educational Foundation Inc.

990 • Fiscal year 2015 • EIN 04-3026850

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 01, 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.01x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

31st percentile

-3.0%

Faster asset growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$4,646,450

Down $144,745 (-3.0%) from 2014

Net Assets

Down

$4,642,050

Down $141,245 (-3.0%) from 2014

Liabilities

Down

$4,400

Down $3,500 (-44%) from 2014

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin79th percentile

Revenue

Down

$575,203

Down $386,033 (-40%) from 2014

Expenses

Up

$461,806

Up $1,645 (+0.4%) from 2014

Net Income

Down

$113,397

Down $387,678 (-77%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2015

Assets$4,646,450
Liabilities$4,400
Net Assets$4,642,050
Open 2015 Filing

Operations Trend

Revenue Growth7th 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

2015

Revenue$575,203
Expenses$461,806
Net Income$113,397
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 1, 2015
Return Version
2014v5.0
Gross Receipts
$788,172
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$3,751,702$3,529,480▼ $222,222
Land, Buildings, and Equipment, Net$845,303$811,149▼ $34,154
Savings and Temporary Cash Investments$146,736$258,317▲ $111,581
Other Notes and Loans Receivable, Net$47,052$40,157▼ $6,895
Cash and Non-Interest-Bearing Accounts$-198$6,747▲ $6,945
Prepaid Expenses and Deferred Charges$600$600→ $0
Total Assets$4,791,195$4,646,450▼ $144,745
Liabilities
Other Liabilities$4,400$4,400→ $0
Accounts Payable and Accrued Expenses$3,500--
Total Liabilities$7,900$4,400▼ $3,500
Net Assets / Fund Balance
Unrestricted Net Assets$3,752,126$3,641,647▼ $110,479
Temporarily Rstr Net Assets$525,548$510,785▼ $14,763
Permanently Rstr Net Assets$505,621$489,618▼ $16,003
Total Net Assets Fund Balance$4,783,295$4,642,050▼ $141,245
Total Liabilities and Net Assets / Fund Balance$4,791,195$4,646,450▼ $144,745
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John M GeislerPresident
Jeffrey T HortonV. President
Jamie PhillipsTrustee
KYLE O'KEEFETrustee
Dr Richard WoodExecutive Di
Peter L NicheSecretary
Adam MarksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$228,896
Program Service Revenue
$0
Investment Income
$291,075
Other Revenue
$55,232
All Other Contributions
$228,896
Change in Net Assets
$113,397

Audited Revenue Reconciliation

Revenue per Audited Statements
$575,203
Revenue Not Reported on Form 990
$-254,642
Total Revenue per Audited Statements
$320,561
Total Revenue per Form 990
$575,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,858
Salaries, Compensation, and Employee Benefits$193,368
Grants and Similar Amounts Paid$57,580
Total Fundraising Expense$45,630
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$79,331$79,331-$158,662
Depreciation Depletion-$34,154-$34,154
Occupancy-$33,253-$33,253
Grants to Domestic Orgs$31,280--$31,280
Grants to Domestic Individuals$26,300--$26,300
Fees for Service Investment Mgmnt Fees-$25,072-$25,072
Payroll Taxes$9,270$9,270-$18,540
All Other Expenses$4,379$14,059-$18,438
Other Employee Benefits$8,083$8,083-$16,166
Fees for Services Accounting-$9,500-$9,500
Information Technology$3,768$3,768-$7,536
Conferences and Meetings$5,960--$5,960
Other Expenses$8,588$5,444$45,630$5,444
Office Expenses$757$1,339-$2,096
Insurance-$1,284-$1,284
Total Functional Expenses$191,619$224,557$45,630$461,806

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$461,806
Total Expenses per Audited Statements$461,806
Total Expenses per Form 990$461,806
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spectemur Agendo Foundation Inc-3-$9,725
Grand Lodge of Theta Delta Chi Inc-7-$8,725
Grand Lodge of Theta Delta Chi Inc-7-$7,030
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
Dr Richard Wood
Title
Executive Director
Phone
6177428886
Signed
2015-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Richard Wood
Voting Board Members
0
Independent Board Members
6
Employees
7

Preparer

Firm
Richard J Siegler CPA
Address
3645 FOXCHASE DR, CLERMONT, FL 34711
Preparer
Richard J Siegler CPA
Phone
8455199220
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0940341
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IRS990ScheduleA/PublicSupportPY170Pct00.47670
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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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR RICHARD WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06177428886
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA DELTA CHI EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
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ReturnHeader/Filer/PhoneNum06177428886
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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/PreparationDt02015-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J SIEGLER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,646,450
Liabilities
$4,400
Net assets
$4,642,050
Revenue
$575,203
Expenses
$461,806
Net income
$113,397
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