2025-07-01T14:46:45-05:00 2023-12-31 810915010 ANN M TAYLOR CPA PC 94 Lakewood Rd Weymouth MA 021901442 990 2023-01-01 042973972 GRAND LODGE OF THETA DELTA CHI INC GRAN 6177428886 214 LEWIS WHARF BOSTON MA 02110 BRIAN BERTGES EXECUTIVE DIRECTOR 6173814459 2025-06-27 1 P00719612 7814134171 2025-06-26 X 2023 2025-03-06 01:10:19Z BRIAN BERTGES 214 LEWIS WHARF BOSTON MA 02110 676109 0 X TDX.ORG X 1987 MA TO UPHOLD THETA DELTA CHI'S VALUES AND DEVELOP LIFELONG, SOCIALLY RESPONSIBLE LEADERS. 7 7 4 0 36627 37797 46727 56957 549453 382095 28394 37123 0 0 624574 476175 0 0 0 0 241306 166471 0 0 0 472972 444416 714278 610887 -89704 -134712 919109 909223 34582 98378 884527 810845 THE ORGANIZATION FOSTERS LIFELONG MEMBER EXPERIENCES GROUNDED IN THE VALUES OF THETA DELTA CHI, FOUNDED IN 1847. IT DEVELOPS VALUES-DRIVEN, SOCIALLY RESPONSIBLE LEADERS. MEMBERS STRIVE TO BETTER THEMSELVES AND THEIR COMMUNITIES. 0 0 394437 326223 THE ORGANIZATION PROVIDES ADVISORY, COUNSELING AND RELATED SERVICES TO INDIVIDUAL CHAPTERS AND MEMBERS. 99119 55872 FELLOWSHIP AND SOCIAL INTERACTIONS AT INTERNATIONAL CONVENTIONS. 9494 PUBLICATION OF MEMBERSHIP MAGAZINE HIGHLIGHTING MEMBERSHIP ACHIEVEMENTS AND CHAPTER PROGRAMS AND ACTIVITIES. 503050 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 4 0 1 1 0 0 0 1 1 80349 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 X GRAND LODGE OF THETA DELTA CHI INC 6177428886 214 LEWIS WHARF BOSTON MA 02110 X JIM LEUCK PRESIDENT 2.00 X X 0 0 0 JUAN ALFARO SECRETARY 2.00 X X 0 0 0 JAMES AMBROSE TREASURER 2.00 X X 0 0 0 STEPHAN JOHNSON EXECUTIVE MEMBER 1.00 X 0 0 0 ADAM MARKS EXECUTIVE MEMBER 1.00 X 0 0 0 JOSHUA THOMPSON MEMBER- AT - LARGE 1.00 X 0 0 0 NOAH WELLBORN MEMBER- AT - LARGE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 56957 56957 INITIATION AND SERVICE 900099 164869 164869 LIABILITY AND INSURANC 900099 161354 161354 CONVENTION FEES 900099 55872 55872 382095 22927 22431 496 214130 199934 14196 14196 14196 476175 382095 36627 496 144294 109664 34630 8828 6709 2119 13349 10145 3204 9465 9465 10942 10095 847 14303 14303 31414 31414 91963 77222 14741 113606 99973 13633 CONVENTION EXPENSES 99119 99119 MEMBER SERVICE 44406 44406 CREDIT CARD FEES 12595 12595 INCOME TAXES 11724 11724 4879 4879 610887 503050 107837 0 95215 18225 50001 85854 52088 12073 40000 14020 25634 707785 727437 919109 909223 31360 541 2681 98378 34582 98378 X 884527 810845 884527 810845 919109 909223 -134712 55437 5593 0 X 1 X 0 0 0 0 DEPOSITS HELD IN TRUST 5582 BANK OVERDRAFT 12300 ACCRUED EXPENSES AND OTHER LIABILITIES 14212 DEFERRED REVENUE 66284 98378 X Part X, Line 2: PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUNITY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. Form 990, Part VI, Section B, line 11b FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990. THE FORM 990 WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE. IT WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. BOARD MEMBERS MAY REVIEW THE RETURN AT THEIR CONVENIENCE, WHICH MAY OCCUR AFTER FILING. Form 990, Part VI, Section B, line 15a FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIALS THE SALARY OF THE EXECUTIVE DIRECTOR (ALL ALL EMPLOYEES) IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS AS PART OF THE ORGANIZATION'S BUDGET PROCESS. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH PUBLIC FILINGS AND UPON WRITTEN REQUEST.