Civic Intelligence

Tri Delta Educational Fund of Smu Inc

990 • Fiscal year 2018 • EIN 75-6037021

Jun 01, 2017 to May 31, 2018 • Filed on Apr 06, 2020

Organization ProfileWWW.DALLASDELTAS.COM
3100 University BlvdDallas, TX 75205

(214) 739-5951

Siviq Scores

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

Liabilities / Assets

54th percentile

0.44x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

4.00x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2018

Net Margin

97th percentile

32%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2018 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2018

Asset Growth

3rd percentile

-12%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-14%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$6,607,741

Down $860,760 (-12%) from 2017

Net Assets

Up

$3,685,257

Up $232,727 (+6.7%) from 2017

Liabilities

Down

$2,922,484

Down $1,093,487 (-27%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin97th percentile

Revenue

Down

$729,930

Down $118,992 (-14%) from 2017

Expenses

Up

$497,203

Up $2,060 (+0.4%) from 2017

Net Income

Down

$232,727

Down $121,052 (-34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2018

Assets$6,607,741
Liabilities$2,922,484
Net Assets$3,685,257
Open 2018 Filing

Operations Trend

Revenue Growth7th 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

2018

Revenue$729,930
Expenses$497,203
Net Income$232,727
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 6, 2020
Return Version
2017v2.3
Gross Receipts
$729,930
Mission and Program Overview

Mission

HOUSING & SOCIAL

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,050,091$5,897,876▼ $152,215
Savings and Temporary Cash Investments$475,647$475,647→ $0
Cash and Non-Interest-Bearing Accounts$942,763$234,218▼ $708,545
Total Assets$7,468,501$6,607,741▼ $860,760
Liabilities
Unsecured Notes Loans Payable$4,015,971$2,922,484▼ $1,093,487
Total Liabilities$4,015,971$2,922,484▼ $1,093,487
Net Assets / Fund Balance
Unrestricted Net Assets$3,452,530$3,685,257▲ $232,727
Total Net Assets Fund Balance$3,452,530$3,685,257▲ $232,727
Total Liabilities and Net Assets / Fund Balance$7,468,501$6,607,741▼ $860,760

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,844,454$783,044$6,627,498
Other Land Buildings$53,422$281,998$335,420
Equipment-$32,911$32,911
Compensation and Service Providers
Top Officer Pay27th 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
$40,000
Program Service Revenue
$687,130
Investment Income
$0
Other Revenue
$2,800
Change in Net Assets
$232,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$497,203
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$195,419--$195,419
Interest$169,612--$169,612
Occupancy$71,204$2,517-$73,721
Insurance$25,008--$25,008
Office Expenses$9,640--$9,640
Other Expenses$1,796--$1,796
Fees for Services Accounting-$1,549-$1,549
Information Technology$1,483--$1,483
All Other Expenses-$6-$6
Total Functional Expenses$493,131$4,072$0$497,203
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
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
3100 UNIVERSITY BLVD, DALLAS, TX 75205

Signing Officer

Name
Melissa Webster Mcmillian
Title
Treasurer
Phone
2146686216
Signed
2020-04-06
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

Preparer

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

Additional Explanations

Form 990, Page 1, Item B

“The originally filed return inadvertantly omitted interest expense paid on the building loan. This amended return is being filed to report the interest and to correctly report the outstanding loan balance as of may 31, 2018.”

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IRS990/OtherExpensesGrp/ProgramServicesAmt25292
IRS990/OtherExpensesGrp/ProgramServicesAmt31796
IRS990/OtherExpensesGrp/TotalAmt07487
IRS990/OtherExpensesGrp/TotalAmt16190
IRS990/OtherExpensesGrp/TotalAmt25292
IRS990/OtherExpensesGrp/TotalAmt31796
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1NON-RESIDENT USAGE FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01700
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11100
IRS990/OtherRevenueTotalAmt02800
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/RelatedOrExemptFuncIncomeAmt1210625
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt214785
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38850
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42870
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0450000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1210625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42870
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0132000
IRS990/PYInvestmentIncomeAmt0241
IRS990/PYOtherExpensesAmt0495143
IRS990/PYOtherRevenueAmt036296
IRS990/PYProgramServiceRevenueAmt0680385
IRS990/PYRevenuesLessExpensesAmt0353779
IRS990/PYTotalExpensesAmt0495143
IRS990/PYTotalRevenueAmt0848922
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0232727
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt040000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0475647
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0475647
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05844454
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0783044
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06627498
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032911
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt032911
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt053422
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0281998
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0335420
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05897876
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORIGINALLY FILED RETURN INADVERTANTLY OMITTED INTEREST EXPENSE PAID ON THE BUILDING LOAN. THIS AMENDED RETURN IS BEING FILED TO REPORT THE INTEREST AND TO CORRECTLY REPORT THE OUTSTANDING LOAN BALANCE AS OF MAY 31, 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 RETURN WILL BE REVIEWED BY THE TREASURER PRIOR TO BEING SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOOKS AND RECORDS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07468501
IRS990/TotalAssetsEOYAmt06607741
IRS990/TotalAssetsGrp/BOYAmt07468501
IRS990/TotalAssetsGrp/EOYAmt06607741
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt040000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0493131
IRS990/TotalFunctionalExpensesGrp/TotalAmt0497203
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04015971
IRS990/TotalLiabilitiesEOYAmt02922484
IRS990/TotalLiabilitiesGrp/BOYAmt04015971
IRS990/TotalLiabilitiesGrp/EOYAmt02922484
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03452530
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03685257
IRS990/TotalProgramServiceExpensesAmt0493131
IRS990/TotalProgramServiceRevenueAmt0687130
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0689930
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0729930
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07468501
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06607741
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03452530
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03685257
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt04015971
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt02922484
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA WEBSTER MCMILLIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02146686216
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-06
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/AddressLine1Txt03100 UNIVERSITY BLVD
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058F770AD37AA996A307753782C296540B6507E95
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FAB78FA70BB3BD26E37E173B6B956BBBC5C35D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-04-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:22:57
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

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,607,741
Liabilities
$2,922,484
Net assets
$3,685,257
Revenue
$729,930
Expenses
$497,203
Net income
$232,727
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
2018Detailed filing. Detailed filing data is available for this year.$6.61$2.92$3.69$0.73$0.50$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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