Civic Intelligence

Theta Delta Chi Educational Foundation Inc.

990 • Fiscal year 2021 • EIN 04-3026850

Jul 01, 2020 to Jun 30, 2021 • Filed on May 05, 2022

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

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.02x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

79th percentile

28%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

90%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$6,376,080

Up $1,404,720 (+28%) from 2020

Net Assets

Up

$6,359,543

Up $1,453,825 (+30%) from 2020

Liabilities

Down

$16,537

Down $49,105 (-75%) from 2020

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin90th percentile

Revenue

Up

$996,018

Up $471,020 (+90%) from 2020

Expenses

Down

$408,592

Down $11,037 (-2.6%) from 2020

Net Income

Up

$587,426

Up $482,057 (+457%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2021

Assets$6,376,080
Liabilities$16,537
Net Assets$6,359,543
Open 2021 Filing

Operations Trend

Revenue Growth87th 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

2021

Revenue$996,018
Expenses$408,592
Net Income$587,426
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 5, 2022
Return Version
2020v4.0
Gross Receipts
$1,219,986
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$3,998,835$4,828,441▲ $829,606
Investments Other Securities$20,513$699,774▲ $679,261
Land, Buildings, and Equipment, Net$636,178$483,025▼ $153,153
Savings and Temporary Cash Investments$315,234$347,490▲ $32,256
Prepaid Expenses and Deferred Charges$600$2,000▲ $1,400
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$4,971,360$6,376,080▲ $1,404,720
Other Assets Total-$15,351-
Liabilities
Other Liabilities$63,751$16,537▼ $47,214
Accounts Payable and Accrued Expenses$1,891--
Total Liabilities$65,642$16,537▼ $49,105
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,879,380$5,093,966▲ $1,214,586
Net Assets With Donor Restrictions$1,026,338$1,265,577▲ $239,239
Total Net Assets Fund Balance$4,905,718$6,359,543▲ $1,453,825
Total Liabilities and Net Assets / Fund Balance$4,971,360$6,376,080▲ $1,404,720

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$483,025$589,392$1,072,417
Other Land Buildings-$48,218$48,218
Equipment-$24,105$24,105
Other Securities$19,327--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,225,696$60,755▲ $286,187$25,463$1,504,213
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Donald NoveauPresident
Barry MorrisDirector
Bruce TenchDirector
Bruce TrefzDirector
Chris FuchettiDirector
Corey EglerDirector
James HartoughDirector
Jason DietzDirector
John GeislerDirector
Larry SarchinDirector
Patrick TiernanDirector
Robert StelletelloDirector
Stewart GondoDirector
Taylor EarlyDirector
Nolan SlifkoSecretary
Alex FrisvoldTreasurer
Jeffrey T HortonVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$304,899
Program Service Revenue
$0
Investment Income
$652,700
Other Revenue
$38,419
All Other Contributions
$253,093
Change in Net Assets
$587,426

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$32,968Fair Market Value
Total Noncash Contributions5$32,968-

Audited Revenue Reconciliation

Revenue per Audited Statements
$964,364
Revenue Not Reported on Financial Statements
$31,654
Revenue Not Reported on Form 990
$899,060
Total Revenue per Audited Statements
$1,863,424
Total Revenue per Form 990
$996,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$179,481
Other Expenses$176,023
Grants and Similar Amounts Paid$53,088
Total Fundraising Expense$48,218
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$61,893$61,893-$123,786
Other Employee Benefits$18,832$18,832-$37,664
Occupancy-$34,094-$34,094
Office Expenses$23,967$6,861-$30,828
Depreciation Depletion-$29,180-$29,180
Grants to Domestic Individuals$26,841--$26,841
Grants to Domestic Orgs$26,247--$26,247
Payroll Taxes$9,015$9,016-$18,031
Fees for Services Accounting-$9,700-$9,700
All Other Expenses$3,280$2,224-$5,504
Other Expenses$2,121$2,121$48,218$4,242
Interest-$1,195-$1,195
Fees for Services Other$586$586-$1,172
Information Technology$338$338-$676
Total Functional Expenses$173,120$187,254$48,218$408,592

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$408,592
Total Expenses per Audited Statements$408,592
Total Expenses per Form 990$408,592
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spectemur Agendo Foundation-3Student Assistance$10,100
Grand Lodge of Theta Delta ChiBoston, MA501c7Convention Travel$9,922
Grand Lodge of Theta Delta ChiBoston, MA7Educational & Charit$6,225
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
Lt Lease Payable - Equipment$9,983
Current Lease Payable - Equipment$6,554
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
2022-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Bertges
Formed
1988
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
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/OtherExpensesGrp/Desc3TELEPHONE & INTERNET
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,376,080
Liabilities
$16,537
Net assets
$6,359,543
Revenue
$996,018
Expenses
$408,592
Net income
$587,426
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