Civic Intelligence

The Tri Delta Philanthropic Fund

EIN 23-7154676 • 501(c)3

Profile

Provide scholarships for local Harris County Students

1737 Longacre Drive77055

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2013

Net Margin

1st percentile

-263442%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-18%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$147,314

Down $31,613 (-18%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$147,314

Down $31,613 (-18%) from 2012

Operations
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$12

Down $28,815 (-100%) from 2012

Expenses

Down

$31,625

Down $24,106 (-43%) from 2012

Net Income

Down

-$31,613

Down $4,709 (-18%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $205,831Net Assets 2011: $205,8312011Assets 2012: $178,927Net Assets 2012: $178,9272012Assets 2013: $147,314Net Assets 2013: $147,3142013

Highlighted filing

2013

Assets$147,314
Liabilities-
Net Assets$147,314
Open 2013 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $38,163Expenses 2011: $45,085Net Income 2011: -$6,9222011Revenue 2012: $28,827Expenses 2012: $55,731Net Income 2012: -$26,9042012Revenue 2013: $12Expenses 2013: $31,625Net Income 2013: -$31,6132013

Highlighted filing

2013

Revenue$12
Expenses$31,625
Net Income-$31,613
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,314
Liabilities
-
Net assets
$147,314
Revenue
$12
Expenses
$31,625
Net income
-$31,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.00$0.32$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.79$0.29$0.56$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$2.06$0.38$0.45$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 11, 2014
Return Version
2013v3.1
Gross Receipts
$12
Mission and Program Overview

Mission

Provide scholarships for local Harris County Students

Program Services

DescriptionGrantsExpenses
31 SCHOLARSHIPS AWARDED-$31,625
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEN SIMARTreasurer-$0--
LYNN RAMOSPresident-$0--
RACHEL ROSESecretary-$0--
KELLY NASHPhilanthropic Fd Treasurer-$0--
STEPHANIE MOODYCommunity Scholarship-$0--
Filing and Contact Details

Filer

EIN
23-7154676
Phone
7139739184

Signing Officer

Name
Kelly Nash
Title
Philanthropic Treasurer
Phone
7139739184
Signed
2014-04-11
Discuss with paid preparer
Yes

Preparer

Preparer
James W Meadows
Phone
7136665076
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarships scholarships 31625.”

Raw XML Appendix140 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KELLY NASH
IRS990EZ/BooksInCareOfDetail/PhoneNum07139739184
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104651 Merwin
IRS990EZ/BooksInCareOfDetail/USAddress/City0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode077027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0178927
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0147314
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31613
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0178927
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0147314
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031625
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt012
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0178927
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0147314
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0178927
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0147314
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEN SIMAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNN RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY NASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE MOODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Philanthropic Fd Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Community Scholarship
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships for local Harris County Students
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt031 SCHOLARSHIPS AWARDED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031625
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031625
IRS990EZ/TotalProgramServiceExpensesAmt031625
IRS990EZ/TotalRevenueAmt012
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Page 2, Part III Primary purpose is to fund scholarships
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Other Addl Info
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt086000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0195240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01674
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03084
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05010
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97500
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.96160
IRS990ScheduleA/PublicSupportTotal170Amt0195240
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt086000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0195240
IRS990ScheduleA/TotalSupportAmt0200250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS SCHOLARSHIPS 31625.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY NASH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PHILANTHROPIC TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07139739184
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Tri Delta Philanthropic Fund
ReturnHeader/Filer/BusinessNameControlTxt0TRID
ReturnHeader/Filer/EIN0237154676
ReturnHeader/Filer/PhoneNum07139739184
ReturnHeader/Filer/USAddress/AddressLine101737 Longacre Drive
ReturnHeader/Filer/USAddress/City0Houston
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10James W Meadows CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102520 Dryden Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077030
ReturnHeader/PreparerPersonGrp/PhoneNum07136665076
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W MEADOWS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-04-17T07:33:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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