Nonprofit · EIN 04-3026850
THETA DELTA CHI EDUCATIONAL FOUNDATION INC
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,289,020 | $920,171 | $368,849 | $7,164,788 | $44,277 | $7,120,511 |
| December 31, 2023 | 990 | $555,173 | $655,716 | -$100,543 | $6,775,893 | $49,739 | $6,726,154 |
| June 30, 2023 | 990 | $641,063 | $506,324 | $134,739 | $6,359,358 | $3,025 | $6,356,333 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $712,697
- Program service revenue
- $0
- Investment income
- $548,639
- Net gain from sales of assets
- $259,019
- Other revenue
- $27,684
Expenses
- Grants and similar amounts paid
- $559,673
- Other salaries and wages
- $103,915
- Salaries, compensation and benefits (total)
- $168,241
- Professional fundraising fees
- $0
- Accounting fees
- $8,500
- Occupancy
- $45,508
- Depreciation
- $29,180
- Program services (functional)
- $674,238
- Management and general (functional)
- $197,140
- Fundraising (functional)
- $48,793
Balance sheet and other
- Total assets, start of year
- $6,775,893
- Total assets, end of year
- $7,164,788
- Total liabilities, end of year
- $44,277
- Net assets, end of year
- $7,120,511
- Land, buildings and equipment
- $361,329
- Publicly traded securities
- $5,511,366
- Net assets without donor restrictions
- $5,376,900
- Net assets with donor restrictions
- $1,743,611
- Gross receipts
- $2,046,229
- Employees
- 2
- Volunteers
- 0
- Year formed
- 1998
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERY T HORTON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| DONALD A NOVEAU | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| NOLAN SLIFKO | SECRETARY Trustee or director, Officer | 2 | $0 |
| ALEX FRISVOLD | TREASURER Trustee or director, Officer | 2 | $0 |
| BARRY MORRIS | DIRECTOR Trustee or director | 1 | $0 |
| TAYLOR EARLY | DIRECTOR Trustee or director | 1 | $0 |
| JASON DIETZ | DIRECTOR Trustee or director | 1 | $0 |
| JOHN GEISLER | DIRECTOR Trustee or director | 1 | $0 |
| STEWART A GONDO | DIRECTOR Trustee or director | 1 | $0 |
| DOUG JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| LAURENCE SARCHIN | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT STELLETELLO | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE TENCH | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK TIERNAN | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE TREFZ | DIRECTOR Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COREY EGLER | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS FUCHETTI | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERY T HORTON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| DONALD A NOVEAU | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| NOLAN SLIFKO | SECRETARY Trustee or director, Officer | 2 | $0 |
| ALEX FRISVOLD | TREASURER Trustee or director, Officer | 2 | $0 |
| BARRY MORRIS | DIRECTOR Trustee or director | 1 | $0 |
| TAYLOR EARLY | DIRECTOR Trustee or director | 1 | $0 |
| JASON DIETZ | DIRECTOR Trustee or director | 1 | $0 |
| JOHN GEISLER | DIRECTOR Trustee or director | 1 | $0 |
| STEWART A GONDO | DIRECTOR Trustee or director | 1 | $0 |
| DOUG JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| LAURENCE SARCHIN | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT STELLETELLO | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE TENCH | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK TIERNAN | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE TREFZ | DIRECTOR Trustee or director | 1 | $0 |
| COREY EGLER | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS FUCHETTI | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON DIETZ | DIRECTOR Trustee or director | 1 | $0 |
| TAYLOR EARLY | DIRECTOR Trustee or director | 1 | $0 |
| COREY EGLER | DIRECTOR Trustee or director | 1 | $0 |
| ALEX FRISVOLD | TREASURER Trustee or director, Officer | 2 | $0 |
| CHRIS FUCHETTI | DIRECTOR Trustee or director | 1 | $0 |
| JOHN GEISLER | DIRECTOR Trustee or director | 1 | $0 |
| STEWART GONDO | DIRECTOR Trustee or director | 1 | $0 |
| JAMES HARTOUGH | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY T HORTON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| BARRY MORRIS | DIRECTOR Trustee or director | 1 | $0 |
| DONALD NOVEAU | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| LARRY SARCHIN | DIRECTOR Trustee or director | 1 | $0 |
| NOLAN SLIFKO | SECRETARY Trustee or director, Officer | 2 | $0 |
| ROBERT STELLETELLO | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE TENCH | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK TIERNAN | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE TREFZ | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 214 LEWIS WHARF, BOSTON, MA 02110-3927
- In care of
- % KEVIN
- Principal officer (990 for 2024)
- BRIAN BERTGES, 214 LEWIS WHARF, BOSTON, MA 02110
- Signed the 990
- BRIAN BERTGES, EXECUTIVE DIRECTOR
- Phone
- (617) 742-8886
- Website
- TDX.ORG
- Return prepared by
- ANN M TAYLOR CPA PC
Mission
SEE SCHEDULE O
Program accomplishments
- THE SCHOLARSHIP PROGRAM PROVIDED $47,212 OF DIRECT SCHOLARSHIPS TO MEMBERS BASED ON APPLICATIONS RECEIVED, REVIEWED BY GOVERNANCE, AND SCHOLARSHIPS AWARDED IN ACCORDANCE WITH INTERNAL REVENUE CODE GUIDELINES. SUPPORT WAS PROVIDED TO MEMBERS, CHAPTERS, AND OTHER SUPPORTERS OF THE THETA DELTA CHI FRATERNITY THROUGH THE PUBLICATION OF THE SHIELD AND ASSISTING IN THE ANNUAL CONVENTION OF THE CHAPTERS. THE ORGANIZATION FURTHER SUPPORTS THE MEMBERS AND CHAPTERS THROUGH PROVIDING ALUMNI AND OTHER SUPPORTERS A STRUCTURE TO PROVIDE CURRENT AND LONG-TERM FUNDS TO ASSURE SCHOLARSHIPS WILL REMAIN AVAILABLE FAR INTO THE FUTURE.Expenses $161,777 · grants $47,212 · revenue $195,732
- EDUCATIONAL GRANTS OF $512,461 WERE AWARDED TO ELIGIBLE MEMBERS FOR EXCLUSIVELY EDUCATIONAL PURPOSES CONSISTENT WITHIN THE GUIDELINES OF THE INTERNAL REVENUE CODE.Expenses $512,461 · grants $512,461 · revenue $487,741
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 04-3026850
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B820)
- Assets (IRS master file)
- $7,164,788
- Income (IRS master file)
- $2,046,229
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,289,020 | $920,171 | $7,164,788 | IRS |
| 990 | December 2023 | $555,173 | $655,716 | $6,775,893 | IRS |
| 990 | June 2023 | $641,063 | $506,324 | $6,359,358 | XML |
| 990 | June 2022 | $1,665,741 | $461,267 | $5,802,345 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3026850).
Questions about THETA DELTA CHI EDUCATIONAL FOUNDATION INC
- What is the EIN of THETA DELTA CHI EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of THETA DELTA CHI EDUCATIONAL FOUNDATION INC is 04-3026850.
- Is THETA DELTA CHI EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to THETA DELTA CHI EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THETA DELTA CHI EDUCATIONAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THETA DELTA CHI EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THETA DELTA CHI EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THETA DELTA CHI EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names BRIAN BERTGES.
- Who are the officers and directors of THETA DELTA CHI EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does THETA DELTA CHI EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,289,020, expenses of $920,171 and total assets of $7,164,788 at year end.
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