Civic Intelligence

Tri Delta Educational Fund of Smu Inc

990 • Fiscal year 2023 • EIN 75-6037021

Jun 01, 2022 to May 31, 2023 • Filed on Feb 03, 2023

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

(214) 762-6423

Siviq Scores

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

Liabilities / Assets

25th percentile

0.19x

Higher debt load relative to assets than 25% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

1.38x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Net Margin

95th percentile

42%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Asset Growth

36th percentile

0.8%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

21%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$6,314,307

Up $49,553 (+0.8%) from 2022

Net Assets

Up

$5,096,220

Up $366,731 (+7.8%) from 2022

Liabilities

Down

$1,218,087

Down $317,178 (-21%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin95th percentile

Revenue

Up

$880,123

Up $151,256 (+21%) from 2022

Expenses

Up

$513,392

Up $71,018 (+16%) from 2022

Net Income

Up

$366,731

Up $80,238 (+28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2023

Assets$6,314,307
Liabilities$1,218,087
Net Assets$5,096,220
Open 2023 Filing

Operations Trend

Revenue Growth84th 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

2023

Revenue$880,123
Expenses$513,392
Net Income$366,731
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Feb 3, 2023
Return Version
2022v5.0
Gross Receipts
$880,123
Mission and Program Overview

Mission

HOUSING & SOCIAL

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,208,314$5,046,889▼ $161,425
Cash and Non-Interest-Bearing Accounts$711,200$662,104▼ $49,096
Savings and Temporary Cash Investments$345,240$605,314▲ $260,074
Total Assets$6,264,754$6,314,307▲ $49,553
Liabilities
Unsecured Notes Loans Payable$1,535,265$1,218,087▼ $317,178
Total Liabilities$1,535,265$1,218,087▼ $317,178
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,729,489$5,096,220▲ $366,731
Total Net Assets Fund Balance$4,729,489$5,096,220▲ $366,731
Total Liabilities and Net Assets / Fund Balance$6,264,754$6,314,307▲ $49,553

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,041,217$1,616,784$6,658,001
Other Land Buildings-$335,420$335,420
Equipment$5,672$62,690$68,362
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Nancy Seay AndersonPresident
Darla HaglundSecretary
Christen RedlichTreasurer
Ginny CurreyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$729,000
Investment Income
$3,925
Other Revenue
$147,198
Change in Net Assets
$366,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$513,392
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$196,876--$196,876
Occupancy$181,359$3,418-$184,777
Interest$76,674--$76,674
Insurance$23,305--$23,305
Information Technology$5,529--$5,529
Fees for Services Accounting-$398-$398
Other Expenses$225--$225
All Other Expenses$150--$150
Total Functional Expenses$509,576$3,816$0$513,392
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
No
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
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
2147626423
Address
3100 UNIVERSITY BLVD, DALLAS, TX 75205

Signing Officer

Name
Christen Redlich
Title
Treasurer
Phone
2147626423
Signed
2023-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Seay Anderson
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0

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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ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN HARRIS
ReturnHeader/ReturnTs02024-02-05T14:49:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REDLICH
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,314,307
Liabilities
$1,218,087
Net assets
$5,096,220
Revenue
$880,123
Expenses
$513,392
Net income
$366,731
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
2023Detailed filing. Detailed filing data is available for this year.$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
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