GRAND LODGE OF THETA DELTA CHI INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

BRIAN BERTGES

Phone

6177428886

Tax Period

2024-07-01 to 2025-06-30

GRAND LODGE OF THETA DELTA CHI INC, founded in 1987, is a small nonprofit that reported $672K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $759K exceeded revenue, resulting in a 13% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $615,635 Revenue: $586,600

THE ORGANIZATION PROVIDES ADVISORY, COUNSELING AND RELATED SERVICES TO INDIVIDUAL CHAPTERS AND MEMBERS.

Program 2

FELLOWSHIP AND SOCIAL INTERACTIONS AT INTERNATIONAL CONVENTIONS.

Program 3

PUBLICATION OF MEMBERSHIP MAGAZINE HIGHLIGHTING MEMBERSHIP ACHIEVEMENTS AND CHAPTER PROGRAMS AND ACTIVITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $26,673

Program Service Revenue $586,600

Investment Income $37,378

Other Revenue $21,822

TOTAL REVENUE $672,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $224,161

Fundraising Expenses $0

Program Expenses $615,635

Other Expenses $535,296

TOTAL EXPENSES $759,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$672,473	$476,175	+0.4%
Expenses	$759,457	$610,887	+0.2%
Net Income	$-86,984	$-134,712	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM LEUCK	PRESIDENT	2.00	Officer Director	$0	$0	$0
JUAN ALFARO	SECRETARY	2.00	Officer Director	$0	$0	$0
MANUEL VALDEZ	TREASURER	2.00	Officer Director	$0	$0	$0
STEPHAN JOHNSON	EXECUTIVE MEMBER	1.00	Director	$0	$0	$0
GREG WAGNER	EXECUTIVE MEMBER	1.00	Director	$0	$0	$0
ANDREW EVANS	MEMBER- AT - LARGE	1.00	Director	$0	$0	$0
NOLAN KLEMESRUD	MEMBER- AT - LARGE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$672,473	$759,457	$868,228	$-86,984
2023	$624,574	$714,278	$919,109	$-89,704
2023	$476,175	$610,887	$909,223	$-134,712
2022	$542,662	$449,154	$959,063	$93,508
2021	$509,431	$395,268	$1,022,954	$114,163
2020	$543,287	$534,919	$821,694	$8,368
2019	$555,641	$496,885	$806,098	$58,756
2018	$489,852	$562,070	$775,475	$-72,218