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Nonprofit · EIN 04-2973972

GRAND LODGE OF THETA DELTA CHI INC

Tax-exempt · BOSTON, MA 02110

Financials

$625K$714K2022$476K$611K2023$672K$759K2024
Revenue Expenses · by fiscal year end
Financials of GRAND LODGE OF THETA DELTA CHI INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$672,473$759,457-$86,984$868,228$118,499$749,729
December 31, 2023990$476,175$610,887-$134,712$909,223$98,378$810,845
June 30, 2023990$624,574$714,278-$89,704$919,109$34,582$884,527
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$26,673
Program service revenue
$586,600
Investment income
$37,378
Net gain from sales of assets
$15,697
Other revenue
$21,822

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$190,824
Salaries, compensation and benefits (total)
$224,161
Professional fundraising fees
$0
Accounting fees
$10,145
Travel
$15,024
Program services (functional)
$615,635
Management and general (functional)
$143,822

Balance sheet and other

Total assets, start of year
$909,223
Total assets, end of year
$868,228
Total liabilities, end of year
$118,499
Net assets, end of year
$749,729
Publicly traded securities
$692,242
Net assets without donor restrictions
$749,729
Gross unrelated business income
$59,200
Gross receipts
$787,692
Employees
0
Volunteers
0
Year formed
1987
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.

NameTitleHours / weekCompensation
JIM LEUCKPRESIDENT
Trustee or director, Officer
2$0
JUAN ALFAROSECRETARY
Trustee or director, Officer
2$0
MANUEL VALDEZTREASURER
Trustee or director, Officer
2$0
STEPHAN JOHNSONEXECUTIVE MEMBER
Trustee or director
1$0
GREG WAGNEREXECUTIVE MEMBER
Trustee or director
1$0
ANDREW EVANSMEMBER- AT - LARGE
Trustee or director
1$0
NOLAN KLEMESRUDMEMBER- AT - LARGE
Trustee or director
1$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JIM LEUCKPRESIDENT
Trustee or director, Officer
2$0
JUAN ALFAROSECRETARY
Trustee or director, Officer
2$0
JAMES AMBROSETREASURER
Trustee or director, Officer
2$0
STEPHAN JOHNSONEXECUTIVE MEMBER
Trustee or director
1$0
ADAM MARKSEXECUTIVE MEMBER
Trustee or director
1$0
JOSHUA THOMPSONMEMBER- AT - LARGE
Trustee or director
1$0
NOAH WELLBORNMEMBER- AT - LARGE
Trustee or director
1$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
JOHANNES ALVAREZ-RIVEROSECRETARY
Trustee or director, Officer
2$0
JAMES AMBROSETREASURER
Trustee or director, Officer
2$0
SAMUEL GONZALEZMEMBER-AT-LA
Trustee or director
1$0
STEPHAN JOHNSONEXECUTIVE ME
Trustee or director
1$0
JIM LEUCKPRESIDENT
Trustee or director, Officer
2$0
ADAM MARKSEXECUTIVE ME
Trustee or director
1$0
RAFAEL OLIVERA-CINTRONMEMBER-AT-LA
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

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.

990 for the year ended June 30, 2025

Program accomplishments

  • THE ORGANIZATION PROVIDES ADVISORY, COUNSELING AND RELATED SERVICES TO INDIVIDUAL CHAPTERS AND MEMBERS.
    Expenses $615,635 · revenue $586,600
  • FELLOWSHIP AND SOCIAL INTERACTIONS AT INTERNATIONAL CONVENTIONS.
  • PUBLICATION OF MEMBERSHIP MAGAZINE HIGHLIGHTING MEMBERSHIP ACHIEVEMENTS AND CHAPTER PROGRAMS AND ACTIVITIES.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024Check at the IRS

IRS record

EIN
04-2973972
Tax-exempt status
501(c)(7): Social or recreational club
Exempt since
1989
Accounting year ends
June
Files
Form 990 or 990-EZ
Group exemption
9224 (11 member organizations)
Assets (IRS master file)
$868,228
Income (IRS master file)
$787,692

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$672,473$759,457$868,228IRS
990December 2023$476,175$610,887$909,223XML
990June 2023$624,574$714,278$919,109XML
990June 2022$542,662$449,154$959,063IRS
990June 2021$509,431$395,268$1,022,954IRS
990June 2020–––IRS
990June 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 04-2973972).

Questions about GRAND LODGE OF THETA DELTA CHI INC

What is the EIN of GRAND LODGE OF THETA DELTA CHI INC?
The employer identification number (EIN) of GRAND LODGE OF THETA DELTA CHI INC is 04-2973972.
Is GRAND LODGE OF THETA DELTA CHI INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1989.
Which annual return does GRAND LODGE OF THETA DELTA CHI 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 GRAND LODGE OF THETA DELTA CHI 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 GRAND LODGE OF THETA DELTA CHI 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 GRAND LODGE OF THETA DELTA CHI INC?
The 990 for the year ended June 30, 2025 names BRIAN BERTGES.
Who are the officers and directors of GRAND LODGE OF THETA DELTA CHI INC?
The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does GRAND LODGE OF THETA DELTA CHI INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $672,473, expenses of $759,457 and total assets of $868,228 at year end.

Organizations in its group exemption (11)

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