Civic Intelligence

Delta Delta Delta

990 • Fiscal year 2021 • EIN 36-2374316

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 09, 2022

14951 North Dallas Parkway Ste 500Dallas, TX 75254

(817) 633-8001

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$15,299,454

Up $1,901,865 (+14%) from 2020

Net Assets

Up

$12,006,902

Up $1,505,247 (+14%) from 2020

Liabilities

Up

$3,292,552

Up $396,618 (+14%) from 2020

Revenue And Expenses

Revenue

Up

$12,423,380

Up $3,536,149 (+40%) from 2020

Expenses

Up

$9,033,047

Up $182,689 (+2.1%) from 2020

Net Income

Up

$3,390,333

Up $3,353,460 (+9095%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2013: $17,323,899Liabilities 2013: $1,349,499Net Assets 2013: $15,974,4002013Assets 2014: $19,552,353Liabilities 2014: $1,532,144Net Assets 2014: $18,020,2092014Assets 2015: $19,909,035Liabilities 2015: $1,091,791Net Assets 2015: $18,817,2442015Assets 2016: $15,464,562Liabilities 2016: $471,640Net Assets 2016: $14,992,9222016Assets 2017: $14,280,626Liabilities 2017: $2,181,837Net Assets 2017: $12,098,7892017Assets 2018: $14,555,192Liabilities 2018: $3,698,119Net Assets 2018: $10,857,0732018Assets 2019: $12,751,360Liabilities 2019: $2,248,327Net Assets 2019: $10,503,0332019Assets 2020: $13,397,589Liabilities 2020: $2,895,934Net Assets 2020: $10,501,6552020Assets 2021: $15,299,454Liabilities 2021: $3,292,552Net Assets 2021: $12,006,9022021Assets 2022: $12,604,452Liabilities 2022: $3,030,618Net Assets 2022: $9,573,8342022Assets 2023: $14,446,908Liabilities 2023: $5,787,498Net Assets 2023: $8,659,4102023Assets 2024: $14,823,260Liabilities 2024: $5,996,202Net Assets 2024: $8,827,0582024

Highlighted filing

2021

Assets$15,299,454
Liabilities$3,292,552
Net Assets$12,006,902

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2013: $5,140,0312013Revenue 2014: $6,977,449Expenses 2014: $5,355,094Net Income 2014: $1,622,3552014Revenue 2015: $7,412,323Expenses 2015: $6,447,545Net Income 2015: $964,7782015Revenue 2016: $7,147,814Expenses 2016: $11,381,873Net Income 2016: -$4,234,0592016Revenue 2017: $6,702,784Expenses 2017: $9,430,955Net Income 2017: -$2,728,1712017Revenue 2018: $8,220,369Expenses 2018: $9,643,104Net Income 2018: -$1,422,7352018Revenue 2019: $9,178,575Expenses 2019: $10,753,115Net Income 2019: -$1,574,5402019Revenue 2020: $8,887,231Expenses 2020: $8,850,358Net Income 2020: $36,8732020Revenue 2021: $12,423,380Expenses 2021: $9,033,047Net Income 2021: $3,390,3332021Revenue 2022: $9,451,933Expenses 2022: $11,297,608Net Income 2022: -$1,845,6752022Revenue 2023: $9,122,429Expenses 2023: $10,741,658Net Income 2023: -$1,619,2292023Revenue 2024: $10,384,449Expenses 2024: $10,989,206Net Income 2024: -$604,7572024

Highlighted filing

2021

Revenue$12,423,380
Expenses$9,033,047
Net Income$3,390,333
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 9, 2022
Return Version
2020v4.0
Gross Receipts
$17,499,887
Mission and Program Overview

Mission

To promote and develop mutually beneficial relationships between the fraternity and the colleges and universities where the fraternity has established chapters, to develop qualities of unselfish leadership among its members, and to encourage them to assume, with integrity and devotion to moral and democratic principles, the highest responsibilities of college women

To promote and develop mutually beneficial relationships between the fraternity and the colleges and universities where the fraternity has established chapters, to develop qualities of unselfish leadership among its members, and to encourage them to assume, with integrity and devotion to moral and democratic principles, the highest responsibilities of college women.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,006,488$13,158,585▲ $2,152,097
Land, Buildings, and Equipment, Net$1,333,487$1,177,536▼ $155,951
Savings and Temporary Cash Investments$402,795$695,658▲ $292,863
Other Notes and Loans Receivable, Net$466,600$103,391▼ $363,209
Prepaid Expenses and Deferred Charges$108,295$97,840▼ $10,455
Accounts Receivable$79,833$66,444▼ $13,389
Cash and Non-Interest-Bearing Accounts$91--
Total Assets$13,397,589$15,299,454▲ $1,901,865
Liabilities
Accounts Payable and Accrued Expenses$1,697,708$2,672,296▲ $974,588
Other Liabilities$1,198,226$406,576▼ $791,650
Deferred Revenue-$213,680-
Total Liabilities$2,895,934$3,292,552▲ $396,618
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,702,363$9,009,221▲ $2,306,858
Net Assets With Donor Restrictions$3,799,292$2,997,681▼ $801,611
Total Net Assets Fund Balance$10,501,655$12,006,902▲ $1,505,247
Total Liabilities and Net Assets / Fund Balance$13,397,589$15,299,454▲ $1,901,865

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,127,536$1,104,677$2,232,213
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen Hughes WhiteCEOFT$264,201$264,201
Stefan StricklandCXOFT$185,989$185,989
Barbara H HallCFOPT$185,199$185,199
Daniel DuncanVP of HousinPT$175,000$175,000
Daniel DuncanVP of Housing & Oper-$175,000$175,000
Mindy Tucker FletcherVP MarketingPT$153,881$153,881
Mindy Tucker FletcherVP Marketing & Commu-$153,881$153,881
Collette MorrisonSr DirectorFT$106,106$106,106

Board Members and Trustees

NameTitle
Megan Shaw JamesPresident
Emily GreerDirector
Jenni Stork OaksDirector
Lenora OetersDirector
Sandra Beach LinDirector
Susan WodaDirector
Tycely WilliamsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$776,319
Program Service Revenue
$6,980,081
Investment Income
$4,316,905
Other Revenue
$350,075
Change in Net Assets
$3,390,333

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,381,213
Revenue Not Reported on Financial Statements
$42,167
Revenue Not Reported on Form 990
$-1,137,280
Total Revenue per Audited Statements
$11,243,933
Total Revenue per Form 990
$12,423,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,563,568
Salaries, Compensation, and Employee Benefits$3,469,479
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,913,429
Information Technology---$912,940
Occupancy---$619,768
Payroll Taxes---$252,515
Depreciation Depletion---$244,432
Other Employee Benefits---$200,547
Conferences and Meetings---$195,520
Office Expenses---$164,519
Pension Plan Contributions---$102,988
Fees for Services Legal---$79,518
All Other Expenses---$53,333
Fees for Services Accounting---$43,207
Fees for Service Investment Mgmnt Fees---$42,167
Other Expenses---$40,372
Interest---$19,329
Travel---$4,311
Total Functional Expenses$0$0$0$9,033,047

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,738,686
Total Expenses per Form 990$9,033,047
Expenses per Audited Statements$8,990,880
Expenses Not Reported on Form 990$747,806
Expenses Not Reported on Financial Statements$42,167
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Provisions for Convention$406,576
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The members vote the new governing body at the bi-annual convention.

Form 990, Page 6, Part VI, Line 11B

The board of directors are provided a copy of the 990 before it is filed.

Form 990, Page 6, Part VI, Line 12C

The conflicts of interest are reviewed annually to ensure compliance with the policy.

Form 990, Page 6, Part VI, Line 15A

See schedule j for more information on how compensation is determined.

Form 990, Page 6, Part VI, Line 19

The organization does not make its governing documents, conflicts of interest policy or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Delta Delta Delta
EIN
36-2374316
Phone
8176338001
Address
14951 NORTH DALLAS PARKWAY STE 500, DALLAS, TX 75254

Signing Officer

Name
Karen Hughes White
Title
CEO
Phone
8176338001
Signed
2022-06-09

Organization Details

Principal Officer
Karen Hughes White
Formed
1888
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
77
Volunteers
1,350

Preparer

Firm
Psk Llp
Address
3001 MEDLIN DR STE 100, ARLINGTON, TX 76015
Preparer
Kylie Lindsey
Phone
8176643000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To promote and develop mutually beneficial relationships between the fraternity and the colleges and universities where the fraternity has established chapters, to develop qualities of unselfish leadership among its members, and to encourage them to assume, with integrity and devotion to moral and democratic principles, the highest responsibilities of college women.

Form 990

Through our leaddd now and follow-on leaddd always efforts, tri delta has worked to center diversity, equity, inclusion, access and belonging (deiab)- embedding it into every aspect of the member experience. This work has been informed by a comprehensive diversity audit and follow-on inclusion climate surveys of our collegiate and alumnae members. Deiab remains a top strategic priority for tri delta.

Form 990, Page 1, Part I, Line 6

The volunteers assist in managing chapters and provide alumnae support.

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Liability insurance 747,806

Schedule D, Page 4, Part XII, Line 2D

Liability insurance 747,806

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IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL & MAINT.
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PROVISIONS FOR CONVENTION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LIABILITY INSURANCE 747,806
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LIABILITY INSURANCE 747,806
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KAREN HUGHES WHITE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1STEFAN STRICKLAND
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BARBARA H HALL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DANIEL DUNCAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4MINDY TUCKER FLETCHER
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3VP OF HOUSING & OPER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4VP MARKETING & COMMU
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE AND DEVELOP MUTUALLY BENEFICIAL RELATIONSHIPS BETWEEN THE FRATERNITY AND THE COLLEGES AND UNIVERSITIES WHERE THE FRATERNITY HAS ESTABLISHED CHAPTERS, TO DEVELOP QUALITIES OF UNSELFISH LEADERSHIP AMONG ITS MEMBERS, AND TO ENCOURAGE THEM TO ASSUME, WITH INTEGRITY AND DEVOTION TO MORAL AND DEMOCRATIC PRINCIPLES, THE HIGHEST RESPONSIBILITIES OF COLLEGE WOMEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THROUGH OUR LEADDD NOW AND FOLLOW-ON LEADDD ALWAYS EFFORTS, TRI DELTA HAS WORKED TO CENTER DIVERSITY, EQUITY, INCLUSION, ACCESS AND BELONGING (DEIAB)- EMBEDDING IT INTO EVERY ASPECT OF THE MEMBER EXPERIENCE. THIS WORK HAS BEEN INFORMED BY A COMPREHENSIVE DIVERSITY AUDIT AND FOLLOW-ON INCLUSION CLIMATE SURVEYS OF OUR COLLEGIATE AND ALUMNAE MEMBERS. DEIAB REMAINS A TOP STRATEGIC PRIORITY FOR TRI DELTA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VOLUNTEERS ASSIST IN MANAGING CHAPTERS AND PROVIDE ALUMNAE SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS VOTE THE NEW GOVERNING BODY AT THE BI-ANNUAL CONVENTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ARE PROVIDED A COPY OF THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICTS OF INTEREST ARE REVIEWED ANNUALLY TO ENSURE COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SEE SCHEDULE J FOR MORE INFORMATION ON HOW COMPENSATION IS DETERMINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1DELTA DELTA DELTA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2DELTA DELTA DELTA - COLLEGIATE CHAP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3DELTA DELTA DELTA PARK STREET PROPE
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