Civic Intelligence

Delta Delta Delta

990 • Fiscal year 2022 • EIN 36-2374316

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 13, 2023

14951 North Dallas Parkway Ste 500Dallas, TX 75254

(817) 633-8001

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.24x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.32x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2022

Net Margin

5th percentile

-20%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$290,833

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2022

Asset Growth

1st percentile

-18%

Faster asset growth than 1% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-24%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$12,604,452

Down $2,695,002 (-18%) from 2021

Net Assets

Down

$9,573,834

Down $2,433,068 (-20%) from 2021

Liabilities

Down

$3,030,618

Down $261,934 (-8.0%) from 2021

Revenue

Down

$9,451,933

Down $2,971,447 (-24%) from 2021

Expenses

Up

$11,297,608

Up $2,264,561 (+25%) from 2021

Net Income

Down

-$1,845,675

Down $5,236,008 (-154%) from 2021

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

2022

Assets$12,604,452
Liabilities$3,030,618
Net Assets$9,573,834

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

2022

Revenue$9,451,933
Expenses$11,297,608
Net Income-$1,845,675
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 13, 2023
Return Version
2021v4.0
Gross Receipts
$10,060,035
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$13,158,585$10,296,438▼ $2,862,147
Land, Buildings, and Equipment, Net$1,177,536$1,432,846▲ $255,310
Savings and Temporary Cash Investments$695,658$408,603▼ $287,055
Other Notes and Loans Receivable, Net$103,391$348,635▲ $245,244
Prepaid Expenses and Deferred Charges$97,840$70,940▼ $26,900
Accounts Receivable$66,444$46,990▼ $19,454
Total Assets$15,299,454$12,604,452▼ $2,695,002
Liabilities
Accounts Payable and Accrued Expenses$2,672,296$1,748,109▼ $924,187
Other Liabilities$406,576$1,000,000▲ $593,424
Deferred Revenue$213,680$282,509▲ $68,829
Total Liabilities$3,292,552$3,030,618▼ $261,934
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,009,221$6,968,890▼ $2,040,331
Net Assets With Donor Restrictions$2,997,681$2,604,944▼ $392,737
Total Net Assets Fund Balance$12,006,902$9,573,834▼ $2,433,068
Total Liabilities and Net Assets / Fund Balance$15,299,454$12,604,452▼ $2,695,002

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$991,549$1,270,866$2,262,415
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen Hughes WhiteCEOFT$290,833$290,833
Stefan StricklandCXOFT$200,801$200,801
Barbara H HallCFOPT$200,471$200,471
Daniel DuncanVP of HousinPT$188,596$188,596
Daniel DuncanVP of Housing & Oper-$188,596$188,596
Mindy Tucker FletcherVP MarketingPT$170,047$170,047
Mindy Tucker FletcherVP Marketing & Commu-$170,047$170,047

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
$1,225,051
Program Service Revenue
$8,135,912
Investment Income
$-346,316
Other Revenue
$437,286
Change in Net Assets
$-1,845,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,410,211
Revenue Not Reported on Financial Statements
$41,722
Revenue Not Reported on Form 990
$152,420
Total Revenue per Audited Statements
$9,562,631
Total Revenue per Form 990
$9,451,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,496,119
Salaries, Compensation, and Employee Benefits$3,801,489
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,141,480
Conferences and Meetings---$2,637,194
Information Technology---$836,793
Occupancy---$688,395
Payroll Taxes---$285,170
Other Employee Benefits---$241,865
Travel---$238,767
Office Expenses---$203,150
Depreciation Depletion---$180,254
Pension Plan Contributions---$132,974
Fees for Services Legal---$94,168
Fees for Services Accounting---$70,509
All Other Expenses---$54,516
Other Expenses---$42,525
Fees for Service Investment Mgmnt Fees---$41,722
Interest---$88
Total Functional Expenses$0$0$0$11,297,608

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,995,699
Total Expenses per Form 990$11,297,608
Expenses per Audited Statements$11,255,886
Expenses Not Reported on Form 990$739,813
Expenses Not Reported on Financial Statements$41,722
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
Frost - Line of Credit$1,000,000
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
2023-06-13

Organization Details

Principal Officer
Karen Hughes White
Formed
1888
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
83
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 739,813

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

Liability insurance 739,813

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IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAINT.
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LIABILITY INSURANCE 739,813
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LIABILITY INSURANCE 739,813
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/TitleTxt1CXO
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/BusinessNameLine1Txt0TRI DELTA HOUSING
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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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3EDUCATION

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