Civic Intelligence

Theta Delta Chi Educational Foundation Inc.

990 • Fiscal year 2023 • EIN 04-3026850

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileTDX.ORG
214 Lewis WharfBoston, MA 02110

(617) 742-8886

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$6,359,358

Up $557,013 (+9.6%) from 2022

Net Assets

Up

$6,356,333

Up $593,416 (+10%) from 2022

Liabilities

Down

$3,025

Down $36,403 (-92%) from 2022

Revenue And Expenses

Revenue

Down

$641,063

Down $1,024,678 (-62%) from 2022

Expenses

Up

$506,324

Up $45,057 (+9.8%) from 2022

Net Income

Down

$134,739

Down $1,069,735 (-89%) from 2022

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: $6,359,358Liabilities 2023: $3,025Net Assets 2023: $6,356,3332023Assets 2023: $6,775,893Liabilities 2023: $49,739Net Assets 2023: $6,726,1542023

Highlighted filing

2023

Assets$6,359,358
Liabilities$3,025
Net Assets$6,356,333
Open 2023 Filing

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: $641,063Expenses 2023: $506,324Net Income 2023: $134,7392023Revenue 2023: $555,173Expenses 2023: $655,716Net Income 2023: -$100,5432023

Highlighted filing

2023

Revenue$641,063
Expenses$506,324
Net Income$134,739
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$2,256,711
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$4,359,494$4,742,052▲ $382,558
Investments Other Securities$562,814$629,408▲ $66,594
Savings and Temporary Cash Investments$417,194$560,587▲ $143,393
Land, Buildings, and Equipment, Net$453,844$424,663▼ $29,181
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$5,802,345$6,359,358▲ $557,013
Other Assets Total$8,999$2,647▼ $6,352
Liabilities
Other Liabilities$39,428$3,025▼ $36,403
Total Liabilities$39,428$3,025▼ $36,403
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,227,361$4,470,697▲ $243,336
Net Assets With Donor Restrictions$1,535,556$1,885,636▲ $350,080
Total Net Assets Fund Balance$5,762,917$6,356,333▲ $593,416
Total Liabilities and Net Assets / Fund Balance$5,802,345$6,359,358▲ $557,013

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$424,663$647,753$1,072,416
Other Land Buildings-$48,218$48,218
Equipment-$24,105$24,105
Other Securities$541--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,046,999$235,127▲ $195,743$31,319$2,094,495
2021$1,504,213$493,836▼ $208,226$23,569$1,730,554
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeffrey T HortonPresident
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
Donald NoveauVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$433,286
Program Service Revenue
$0
Investment Income
$173,380
Other Revenue
$34,397
All Other Contributions
$433,286
Change in Net Assets
$134,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$605,149
Revenue Not Reported on Financial Statements
$35,914
Revenue Not Reported on Form 990
$465,146
Total Revenue per Audited Statements
$1,070,295
Total Revenue per Form 990
$641,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$203,319
Salaries, Compensation, and Employee Benefits$186,018
Grants and Similar Amounts Paid$116,987
Total Fundraising Expense$65,089
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,031$66,032-$132,063
Grants to Domestic Orgs$87,146--$87,146
Other Employee Benefits$18,900$18,900-$37,800
Occupancy-$35,950-$35,950
Office Expenses$25,147$5,397-$30,544
Grants to Domestic Individuals$29,841--$29,841
Depreciation Depletion-$29,180-$29,180
Payroll Taxes$8,077$8,078-$16,155
Fees for Services Accounting-$10,400-$10,400
All Other Expenses$2,364$5,120-$7,484
Information Technology$2,764$2,764-$5,528
Other Expenses$4,036$6,352$65,089$4,036
Fees for Services Other$671$672-$1,343
Interest-$410-$410
Total Functional Expenses$244,977$196,258$65,089$506,324

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$506,324
Total Expenses per Audited Statements$506,324
Total Expenses per Form 990$506,324
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grand Lodge of Theta Delta ChiBoston, MA7Educational & Charit$41,845
Grand Lodge of Theta Delta ChiBoston, MA501c7Convention Travel$24,932
Spectemur Agendo Foundation-3Student Assistance$11,050
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
Current Lease Payable - Equipment$3,025
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
2024-05-14
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
2

Preparer

Firm
Brent Richardson CPA
Address
21 FRANKLIN ST STE 16, QUINCY, MA 02169
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/Desc1BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2AMORTIZATION OF LEASE
IRS990/OtherExpensesGrp/Desc3EQUIPMENT EXPENSE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07003
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16352
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IRS990/OtherExpensesGrp/TotalAmt26352
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt024105

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,359,358
Liabilities
$3,025
Net assets
$6,356,333
Revenue
$641,063
Expenses
$506,324
Net income
$134,739
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
2023Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.64$0.51$0.13
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