Civic Intelligence

Theta Delta Chi Educational Foundation Inc.

990 • Fiscal year 2020 • EIN 04-3026850

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.13x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

2.6%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-1.6%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,971,360

Up $123,758 (+2.6%) from 2019

Net Assets

Up

$4,905,718

Up $63,400 (+1.3%) from 2019

Liabilities

Up

$65,642

Up $60,358 (+1142%) from 2019

Revenue

Down

$524,998

Down $8,807 (-1.6%) from 2019

Expenses

Down

$419,629

Down $47,465 (-10%) from 2019

Net Income

Up

$105,369

Up $38,658 (+58%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$4,971,360
Liabilities$65,642
Net Assets$4,905,718

Operations Trend

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

2020

Revenue$524,998
Expenses$419,629
Net Income$105,369
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$953,587
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$3,932,678$3,998,835▲ $66,157
Land, Buildings, and Equipment, Net$672,432$636,178▼ $36,254
Savings and Temporary Cash Investments$208,806$315,234▲ $106,428
Investments Other Securities$31,166$20,513▼ $10,653
Prepaid Expenses and Deferred Charges$2,520$600▼ $1,920
Total Assets$4,847,602$4,971,360▲ $123,758
Liabilities
Other Liabilities$4,667$63,751▲ $59,084
Accounts Payable and Accrued Expenses$617$1,891▲ $1,274
Total Liabilities$5,284$65,642▲ $60,358
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,865,661$3,879,380▲ $13,719
Net Assets With Donor Restrictions$976,657$1,026,338▲ $49,681
Total Net Assets Fund Balance$4,842,318$4,905,718▲ $63,400
Total Liabilities and Net Assets / Fund Balance$4,847,602$4,971,360▲ $123,758

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$636,178$695,838$1,332,016
Other Land Buildings-$48,218$48,218
Equipment-$24,105$24,105

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,176,595$44,800▲ $48,356$13,954$1,225,697
2018$1,129,582$49,144▲ $95,472$17,011$1,176,595
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donald NoveauPresident
Barry MorrisDirector
James HartoughDirector
John GeislerDirector
Larry SarchinDirector
Len ShapiroDirector
Patrick TiernanDirector
Stewart GondoDirector
Nolan SlifkoSecretary
Alex FrisvoldTreasurer
Jeffrey T HortonVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$273,701
Program Service Revenue
$0
Investment Income
$199,794
Other Revenue
$51,503
All Other Contributions
$273,701
Change in Net Assets
$105,369

Audited Revenue Reconciliation

Revenue per Audited Statements
$497,760
Revenue Not Reported on Financial Statements
$27,238
Revenue Not Reported on Form 990
$-14,732
Total Revenue per Audited Statements
$483,028
Total Revenue per Form 990
$524,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$179,818
Salaries, Compensation, and Employee Benefits$172,090
Grants and Similar Amounts Paid$67,721
Total Fundraising Expense$43,191
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$61,755$61,754-$123,509
Grants to Domestic Orgs$47,727--$47,727
Occupancy-$42,970-$42,970
Depreciation Depletion-$36,254-$36,254
Other Employee Benefits$17,528$17,527-$35,055
Grants to Domestic Individuals$19,994--$19,994
Office Expenses$16,216$2,793-$19,009
Payroll Taxes$6,763$6,763-$13,526
Fees for Services Accounting-$9,400-$9,400
All Other Expenses$2,685$1,920-$4,605
Other Expenses$1,946$1,946$43,191$3,892
Insurance-$2,520-$2,520
Information Technology$604$604-$1,208
Fees for Services Other$624$574-$1,198
Total Functional Expenses$186,225$190,213$43,191$419,629

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$419,629
Total Expenses per Audited Statements$419,629
Total Expenses per Form 990$419,629
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grand Lodge of Theta Delta ChiBoston, MA7Preamble Institute$15,000
Grand Lodge of Theta Delta ChiBoston, MA501c7Convention Travel$14,369
Spectemur Agendo Foundation-3Student Assistance$9,600
Grand Lodge of Theta Delta ChiBoston, MA7Educational & Charit$6,608
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
Sba Loan Payable - Ppp$59,084
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 35% controlled entity
No
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
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Bertges
Formed
1988
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
3

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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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt051914
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt051503
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt051503
IRS990/NetUnrlzdGainsLossesInvstAmt0-14732
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03865661
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/ManagementAndGeneralAmt042970
IRS990/OccupancyGrp/TotalAmt042970
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02793
IRS990/OfficeExpensesGrp/ProgramServicesAmt016216
IRS990/OfficeExpensesGrp/TotalAmt019009
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017527
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017528
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035055
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT LEASE
IRS990/OtherExpensesGrp/Desc2BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/FundraisingAmt043191
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11946
IRS990/OtherExpensesGrp/ProgramServicesAmt010383
IRS990/OtherExpensesGrp/ProgramServicesAmt11946
IRS990/OtherExpensesGrp/TotalAmt043191
IRS990/OtherExpensesGrp/TotalAmt110383
IRS990/OtherExpensesGrp/TotalAmt25188
IRS990/OtherExpensesGrp/TotalAmt33892
IRS990/OtherLiabilitiesGrp/BOYAmt04667
IRS990/OtherLiabilitiesGrp/EOYAmt063751
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt061754
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt061755
IRS990/OtherSalariesAndWagesGrp/TotalAmt0123509
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06763
IRS990/PayrollTaxesGrp/ProgramServicesAmt06763
IRS990/PayrollTaxesGrp/TotalAmt013526
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02520
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0600
IRS990/PrincipalOfficerNm0BRIAN BERTGES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL GRANTS OF 47,727 WERE PROVIDED THE TAX EXEMPT ORGANIZATIONS OF MEMBERS FOR EXCLUSIVELY EDUCATIONAL PURPOSES WITHIN THE GUIDELINES APPROVED BY THE INTERNAL REVENUE SERVICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt047727
IRS990/ProgSrvcAccomActy2Grp/GrantAmt047727
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0291088
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt063051
IRS990/PYInvestmentIncomeAmt0182136
IRS990/PYOtherExpensesAmt0192697
IRS990/PYOtherRevenueAmt060581
IRS990/PYRevenuesLessExpensesAmt066711
IRS990/PYSalariesCompEmpBnftPaidAmt0211346
IRS990/PYTotalExpensesAmt0467094
IRS990/PYTotalRevenueAmt0533805
IRS990/ReconcilationRevenueExpnssAmt0105369
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt051503
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0208806
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0315234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0273701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0291088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0343920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0218495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0245369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01372573
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0199383
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0243921
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0197031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0159512
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0296655
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01096502
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55590
IRS990ScheduleA/PublicSupportPY170Pct00.52680
IRS990ScheduleA/PublicSupportTotal170Amt01372573
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0273701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0291088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0343920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0218495
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0245369
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01372573
IRS990ScheduleA/TotalSupportAmt02469075
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.16300
IRS990ScheduleD/BuildingsGrp/BookValueAmt0636178
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0695838
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01332016
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01176595
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt044800
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01225697
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt030100
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt048356
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt013954
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-53792
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01129582
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt049144
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01176595
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt026800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt095472
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt017011
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01040008
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt092010
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01129582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt069351
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt081487
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt014572
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01012450
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt046950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01040008
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt097000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089321
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt011713
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01000403
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01012450
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt027550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050166
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt010669
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024105
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024105
IRS990ScheduleD/ExpensesSubtotalAmt0419629
IRS990ScheduleD/InvestmentExpensesNotIncldAmt027238
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-14732
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt048218
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt048218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt059084
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12467
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SBA LOAN PAYABLE - PPP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREPAID RENT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.53400
IRS990ScheduleD/RevenueNotReportedAmt0-14732
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt027238
IRS990ScheduleD/RevenueSubtotalAmt0497760
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/TermEndowmentBalanceEOYPct00.30300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0636178
IRS990ScheduleD/TotalExpensesPerForm990Amt0419629
IRS990ScheduleD/TotalLiabilityAmt063751
IRS990ScheduleD/TotalRevenuePerForm990Amt0524998
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0483028
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0419629
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt019994
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt014369
IRS990ScheduleI/RecipientTable/CashGrantAmt16608
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt39600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C7
IRS990ScheduleI/RecipientTable/IRCSectionDesc17
IRS990ScheduleI/RecipientTable/IRCSectionDesc27
IRS990ScheduleI/RecipientTable/IRCSectionDesc33
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONVENTION TRAVEL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL & CHARIT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PREAMBLE INSTITUTE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3STUDENT ASSISTANCE

Document Assets

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Filings

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. 2020 filings • 501(c)3 • $1M-$5M nonprofits