Civic Intelligence

Tri Delta Educational Fund of Smu Inc

990 • Fiscal year 2017 • EIN 75-6037021

Jun 01, 2016 to May 31, 2017 • Filed on Nov 13, 2017

Organization ProfileWWW.DALLASDELTAS.COM
9661 Rockpoint CourtDallas, TX 75238

(214) 739-5951

Siviq Scores

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

Liabilities / Assets

67th percentile

0.54x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

4.73x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Net Margin

97th percentile

42%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Asset Growth

67th percentile

2.9%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-20%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$7,468,501

Up $212,952 (+2.9%) from 2016

Net Assets

Up

$3,452,530

Up $353,779 (+11%) from 2016

Liabilities

Down

$4,015,971

Down $140,827 (-3.4%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin97th percentile

Revenue

Down

$848,922

Down $214,978 (-20%) from 2016

Expenses

Down

$495,143

Down $37,766 (-7.1%) from 2016

Net Income

Down

$353,779

Down $177,212 (-33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $659,551Net Assets 2010: $659,5512010Assets 2011: $824,412Liabilities 2011: $0Net Assets 2011: $824,4122011Assets 2012: $1,052,550Liabilities 2012: $0Net Assets 2012: $1,052,5502012Assets 2013: $4,421,199Liabilities 2013: $2,291,259Net Assets 2013: $2,129,9402013Assets 2014: $7,871,380Liabilities 2014: $5,426,995Net Assets 2014: $2,444,3852014Assets 2015: $7,373,496Liabilities 2015: $4,805,736Net Assets 2015: $2,567,7602015Assets 2016: $7,255,549Liabilities 2016: $4,156,798Net Assets 2016: $3,098,7512016Assets 2017: $7,468,501Liabilities 2017: $4,015,971Net Assets 2017: $3,452,5302017Assets 2018: $6,607,741Liabilities 2018: $2,922,484Net Assets 2018: $3,685,2572018Assets 2019: $6,513,104Liabilities 2019: $2,595,037Net Assets 2019: $3,918,0672019Assets 2020: $6,678,370Liabilities 2020: $2,521,752Net Assets 2020: $4,156,6182020Assets 2021: $6,291,464Liabilities 2021: $1,848,468Net Assets 2021: $4,442,9962021Assets 2022: $6,264,754Liabilities 2022: $1,535,265Net Assets 2022: $4,729,4892022Assets 2023: $6,314,307Liabilities 2023: $1,218,087Net Assets 2023: $5,096,2202023Assets 2024: $6,052,014Liabilities 2024: $944,802Net Assets 2024: $5,107,2122024Assets 2025: $6,195,719Liabilities 2025: $734,243Net Assets 2025: $5,461,4762025

Highlighted filing

2017

Assets$7,468,501
Liabilities$4,015,971
Net Assets$3,452,530
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0Revenue 2010: $236,925Expenses 2010: $90,792Net Income 2010: $146,1332010Expenses 2011: $176,2082011Expenses 2012: $185,0012012Expenses 2013: $364,7932013Revenue 2014: $574,731Expenses 2014: $260,286Net Income 2014: $314,4452014Revenue 2015: $648,600Expenses 2015: $525,225Net Income 2015: $123,3752015Revenue 2016: $1,063,900Expenses 2016: $532,909Net Income 2016: $530,9912016Revenue 2017: $848,922Expenses 2017: $495,143Net Income 2017: $353,7792017Revenue 2018: $729,930Expenses 2018: $497,203Net Income 2018: $232,7272018Revenue 2019: $760,326Expenses 2019: $527,516Net Income 2019: $232,8102019Revenue 2020: $655,864Expenses 2020: $448,933Net Income 2020: $206,9312020Revenue 2021: $680,760Expenses 2021: $395,263Net Income 2021: $285,4972021Revenue 2022: $728,867Expenses 2022: $442,374Net Income 2022: $286,4932022Revenue 2023: $880,123Expenses 2023: $513,392Net Income 2023: $366,7312023Revenue 2024: $683,977Expenses 2024: $672,985Net Income 2024: $10,9922024Revenue 2025: $961,744Expenses 2025: $607,480Net Income 2025: $354,2642025

Highlighted filing

2017

Revenue$848,922
Expenses$495,143
Net Income$353,779
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$848,922
Mission and Program Overview

Mission

HOUSING & SOCIAL

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,235,996$6,050,091▼ $185,905
Cash and Non-Interest-Bearing Accounts$544,147$942,763▲ $398,616
Savings and Temporary Cash Investments$475,406$475,647▲ $241
Total Assets$7,255,549$7,468,501▲ $212,952
Liabilities
Unsecured Notes Loans Payable$4,156,798$4,015,971▼ $140,827
Total Liabilities$4,156,798$4,015,971▼ $140,827
Net Assets / Fund Balance
Unrestricted Net Assets$3,098,751$3,452,530▲ $353,779
Total Net Assets Fund Balance$3,098,751$3,452,530▲ $353,779
Total Liabilities and Net Assets / Fund Balance$7,255,549$7,468,501▲ $212,952

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,973,172$617,914$6,591,086
Other Land Buildings$76,919$258,501$335,420
Equipment-$26,119$26,119
Compensation and Service Providers
Top Officer Pay28th percentile

Board Members and Trustees

NameTitle
Christen Levering RedlichPresident
Susan Willbanks BrooksAlumnae Advi
Teri Brenneman SumnerAlumnae Pres
Sarah Beeks HigdonAsst Treasur
Mary Martha Gibson StinnettCapital Camp
Rachel GorgolCollegiate M
Haley StuttsCollegiate P
Casey Wetz ThompsonCorrespond S
Elaine StoermerHouse Direct
Jackie Galli ConverseInter Design
Katie EngstromKitchen Main
Dawn Renzetti HallLandscape
Terri Neiman KennedyMajor Mainte
Nancy Seay AndersonPast Preside
Darla Bush HaglundRecording Se
Annell Haughton WilliamsTechnology C
Melissa Webster McmillianTreasurer
Brenda Bailey LatmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$132,000
Program Service Revenue
$680,385
Investment Income
$241
Other Revenue
$36,296
Change in Net Assets
$353,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$495,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$190,809--$190,809
Interest$167,708--$167,708
Occupancy$92,180$2,084-$94,264
Insurance$27,833--$27,833
Office Expenses$7,518--$7,518
Fees for Services Accounting-$1,827-$1,827
Other Expenses$270--$270
All Other Expenses-$2-$2
Total Functional Expenses$491,230$3,913$0$495,143
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$750
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 return will be reviewed by the treasurer prior to being signed and filed.”

Form 990, Page 6, Part VI, Line 19

“The books and records are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Tri Delta Educational Fund
EIN
75-6037021
Phone
2147395951
Address
9661 ROCKPOINT COURT, DALLAS, TX 75238

Signing Officer

Name
Melissa Webster Mcmillian
Title
Treasurer
Phone
2146686216
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christen Levering Redlich
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
17

Preparer

Firm
Psk Llp
Address
3001 MEDLIN DR STE 100, ARLINGTON, TX 76015
Preparer
Susan Harris
Phone
8176643000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/TotalAmt3270
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt035546
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt035546
IRS990/OtherRevenueTotalAmt035546
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHRISTEN LEVERING REDLICH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ROOM RENTAL
IRS990/ProgramServiceRevenueGrp/Desc1CAPITAL IMPROVEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc2NEW MEMBER FEE
IRS990/ProgramServiceRevenueGrp/Desc3INITIATION FEE
IRS990/ProgramServiceRevenueGrp/Desc4LUNCHEON INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0450000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1206250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42135
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0450000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1206250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42135
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07000
IRS990/PYInvestmentIncomeAmt087
IRS990/PYOtherExpensesAmt0529959
IRS990/PYOtherRevenueAmt0441869
IRS990/PYProgramServiceRevenueAmt0614944
IRS990/PYRevenuesLessExpensesAmt0530991
IRS990/PYTotalExpensesAmt0532909
IRS990/PYTotalProfFndrsngExpnsAmt02950
IRS990/PYTotalRevenueAmt01063900
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0353779
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0132000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0475406
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0475647
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05973172
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0617914
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06591086
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026119
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026119
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt076919
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0258501
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0335420
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06050091
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 RETURN WILL BE REVIEWED BY THE TREASURER PRIOR TO BEING SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOOKS AND RECORDS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07255549
IRS990/TotalAssetsEOYAmt07468501
IRS990/TotalAssetsGrp/BOYAmt07255549
IRS990/TotalAssetsGrp/EOYAmt07468501
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0132000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03913
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0491230
IRS990/TotalFunctionalExpensesGrp/TotalAmt0495143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04156798
IRS990/TotalLiabilitiesEOYAmt04015971
IRS990/TotalLiabilitiesGrp/BOYAmt04156798
IRS990/TotalLiabilitiesGrp/EOYAmt04015971
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03098751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03452530
IRS990/TotalProgramServiceExpensesAmt0491230
IRS990/TotalProgramServiceRevenueAmt0680385
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0716172
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0848922
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07255549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07468501
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03098751
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03452530
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt04156798
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt04015971
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04342 MARGATE DR
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075220
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.DALLASDELTAS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA WEBSTER MCMILLIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02146686216
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI DELTA EDUCATIONAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SMU INC
ReturnHeader/Filer/BusinessNameControlTxt0TRID
ReturnHeader/Filer/EIN0756037021
ReturnHeader/Filer/PhoneNum02147395951
ReturnHeader/Filer/USAddress/AddressLine1Txt09661 ROCKPOINT COURT
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075238
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId027AD1601813292AA22A1D4B1404B0CBDD4FDE2C4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3CD12CF3D732C9272D058633A493C4FA07F5F2D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751486711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PSK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03001 MEDLIN DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076015
ReturnHeader/PreparerPersonGrp/PhoneNum08176643000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN HARRIS
ReturnHeader/ReturnTs02018-04-17T15:08:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,468,501
Liabilities
$4,015,971
Net assets
$3,452,530
Revenue
$848,922
Expenses
$495,143
Net income
$353,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.73$5.46$0.96$0.61$0.35
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.94$5.11$0.68$0.67$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$1.22$5.10$0.88$0.51$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$1.54$4.73$0.73$0.44$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$1.85$4.44$0.68$0.40$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$2.52$4.16$0.66$0.45$0.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.51$2.60$3.92$0.76$0.53$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$2.92$3.69$0.73$0.50$0.23
2017Detailed filing. Detailed filing data is available for this year.$7.47$4.02$3.45$0.85$0.50$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$4.16$3.10$1.06$0.53$0.53
2015Detailed filing. Detailed filing data is available for this year.$7.37$4.81$2.57$0.65$0.53$0.12
2014Detailed filing. Detailed filing data is available for this year.$7.87$5.43$2.44$0.57$0.26$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$2.29$2.13$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.66$0.24$0.09$0.15