Civic Intelligence

Theta Delta Chi Educational Foundation Inc.

990 • Fiscal year 2018 • EIN 04-3026850

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

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

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

38th percentile

0.05x

Higher debt load relative to revenue than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

59th percentile

3.6%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$4,630,145

Up $159,400 (+3.6%) from 2017

Net Assets

Up

$4,601,536

Up $135,458 (+3.0%) from 2017

Liabilities

Up

$28,609

Up $23,942 (+513%) from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin49th percentile

Revenue

Down

$565,246

Down $544,686 (-49%) from 2017

Expenses

Down

$549,324

Down $88,531 (-14%) from 2017

Net Income

Down

$15,922

Down $456,155 (-97%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2018

Assets$4,630,145
Liabilities$28,609
Net Assets$4,601,536
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$565,246
Expenses$549,324
Net Income$15,922
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$708,993
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,517,094$3,634,123▲ $117,029
Land, Buildings, and Equipment, Net$742,840$708,685▼ $34,155
Savings and Temporary Cash Investments$160,570$218,935▲ $58,365
Investments Other Securities$47,841$55,459▲ $7,618
Prepaid Expenses and Deferred Charges$2,400$2,400→ $0
Total Assets$4,470,745$4,630,145▲ $159,400
Other Assets Total-$10,543-
Liabilities
Accounts Payable and Accrued Expenses-$23,942-
Other Liabilities$4,667$4,667→ $0
Total Liabilities$4,667$28,609▲ $23,942
Net Assets / Fund Balance
Unrestricted Net Assets$3,426,070$3,471,954▲ $45,884
Permanently Rstr Net Assets$529,008$570,206▲ $41,198
Temporarily Rstr Net Assets$511,000$559,376▲ $48,376
Total Net Assets Fund Balance$4,466,078$4,601,536▲ $135,458
Total Liabilities and Net Assets / Fund Balance$4,470,745$4,630,145▲ $159,400

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$708,685$623,330$1,332,015
Other Land Buildings-$48,218$48,218
Equipment-$24,105$24,105

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,040,008$92,010▲ $81,487$14,572$1,129,582
2016$1,012,450$46,950▲ $89,321$11,713$1,040,008
2015$1,000,403$100▲ $50,166$10,669$1,012,450
2014$1,031,169$5,250▲ $269$10,260$1,000,403
2013$912,191$1,785▲ $150,766$9,123$1,031,169
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Donald NoveauPresident
Larry SarchinDirector
Leonard ShapiroDirector
Phillip CurleySecretary
Alex FrisvoldTreasurer
Jeffrey T HortonVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$343,920
Program Service Revenue
$0
Investment Income
$163,096
Other Revenue
$58,230
All Other Contributions
$343,920
Change in Net Assets
$15,922

Audited Revenue Reconciliation

Revenue per Audited Statements
$538,804
Revenue Not Reported on Financial Statements
$26,442
Revenue Not Reported on Form 990
$145,978
Total Revenue per Audited Statements
$684,782
Total Revenue per Form 990
$565,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$237,428
Other Expenses$211,750
Grants and Similar Amounts Paid$100,146
Total Fundraising Expense$45,710
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$83,766$108,485-$192,251
Grants to Domestic Orgs$78,152--$78,152
Occupancy-$51,101-$51,101
Depreciation Depletion-$34,155-$34,155
Other Employee Benefits$12,693$12,692-$25,385
Office Expenses$19,335$4,343-$23,678
Grants to Domestic Individuals$21,994--$21,994
Payroll Taxes$9,896$9,896-$19,792
All Other Expenses$6,135$5,883-$12,018
Fees for Services Other$665$9,618-$10,283
Fees for Services Accounting-$8,500-$8,500
Other Expenses$2,633$2,633$45,710$5,266
Insurance-$3,606-$3,606
Information Technology$496$496-$992
Total Functional Expenses$246,449$257,165$45,710$549,324

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$549,324
Total Expenses per Audited Statements$549,324
Total Expenses per Form 990$549,324
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beta Deuteron in Theta Delta ChiBoston, MA501c3Capital Campaign$36,451
Grand Lodge of Theta Delta Chi-7Operations Support$16,000
Grand Lodge of Theta Delta ChiBoston, MA501c7Convention Travel$12,601
Spectemur Agendo Foundation-3Student Assistance$9,300
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$2,467
Prepaid Rent$2,200
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
Yes
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

“The form 990 is reviewed by the executive director. The form 990 is provided to all members of the board who review them at their convenience and choice - which may be after the date of filing the return.”

Form 990, Page 6, Part VI, Line 15A

“The board reviews and approves the annual budget including the compensation of the executive director.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are not normally made available to the general public but provision of documents is considered based upon written request.”

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
Brian Bertges
Title
Executive Director
Phone
6177428886
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Bertges
Formed
1988
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
4

Preparer

Firm
Cocio & Richardson
Address
21 FRANKLIN ST 16, QUINCY, MA 02169-4951
Preparer
Brent Richardson
Phone
6177735875
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment funds are intended for scholarships to individual members and/or grants to various chapters of the theta delta chi fraternity.”

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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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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL GRANTS OF 78,152 WERE PROVIDED THE TAX EXEMPT ORGANIZATIONS OF MEMBERS FOR EXCLUSIVELY EDUCATIONAL PURPOSES WITHIN THE GUIDELINES APPROVED BY THE INTERNAL REVENUE SERVICES
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0623330
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt092010
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt081487
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089321
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt011713
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01000403
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt027550
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt010669
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01031169
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05250
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0269
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01785
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01031169
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt024450
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0150766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt09123
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024105
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024105
IRS990ScheduleD/ExpensesSubtotalAmt0549324
IRS990ScheduleD/InvestmentExpensesNotIncldAmt026442
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0145978
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt048218
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt048218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02467
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID RENT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.46820
IRS990ScheduleD/RevenueNotReportedAmt0145978
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt026442
IRS990ScheduleD/RevenueSubtotalAmt0538804
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE INTENDED FOR SCHOLARSHIPS TO INDIVIDUAL MEMBERS AND/OR GRANTS TO VARIOUS CHAPTERS OF THE THETA DELTA CHI FRATERNITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06340
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0708685
IRS990ScheduleD/TotalExpensesPerForm990Amt0549324
IRS990ScheduleD/TotalLiabilityAmt04667
IRS990ScheduleD/TotalRevenuePerForm990Amt0565246
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0684782
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0549324
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021994
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt036451
IRS990ScheduleI/RecipientTable/CashGrantAmt112601
IRS990ScheduleI/RecipientTable/CashGrantAmt216000
IRS990ScheduleI/RecipientTable/CashGrantAmt39300
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C7
IRS990ScheduleI/RecipientTable/IRCSectionDesc27
IRS990ScheduleI/RecipientTable/IRCSectionDesc33
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAPITAL CAMPAIGN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONVENTION TRAVEL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2OPERATIONS SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3STUDENT ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BETA DEUTERON IN THETA DELTA CHI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GRAND LODGE OF THETA DELTA CHI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GRAND LODGE OF THETA DELTA CHI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SPECTEMUR AGENDO FOUNDATION
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IRS990ScheduleI/RecipientTable/RecipientEIN1042973972
IRS990ScheduleI/RecipientTable/RecipientEIN2042973972
IRS990ScheduleI/RecipientTable/RecipientEIN3311779572
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0214 LEWIS WHARF
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1214 LEWIS WHARF
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3CASH
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR. THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD WHO REVIEW THEM AT THEIR CONVENIENCE AND CHOICE - WHICH MAY BE AFTER THE DATE OF FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND APPROVES THE ANNUAL BUDGET INCLUDING THE COMPENSATION OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE NOT NORMALLY MADE AVAILABLE TO THE GENERAL PUBLIC BUT PROVISION OF DOCUMENTS IS CONSIDERED BASED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0343920
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt045710

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,630,145
Liabilities
$28,609
Net assets
$4,601,536
Revenue
$565,246
Expenses
$549,324
Net income
$15,922
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