Civic Intelligence

Tri Delta Educational Fund of Smu Inc

990 • Fiscal year 2025 • EIN 75-6037021

Jun 01, 2024 to May 31, 2025 • Filed on Jul 29, 2025

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

19th percentile

0.12x

Higher debt load relative to assets than 19% of similar nonprofits.

2025 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.76x

Higher debt load relative to revenue than 51% of similar nonprofits.

2025 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2025

Net Margin

94th percentile

37%

Higher net margin than 94% of similar nonprofits.

2025 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2025 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2025

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2025 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

41%

Faster revenue growth than 92% of similar nonprofits.

2025 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$6,195,719

Up $143,705 (+2.4%) from 2024

Net Assets

Up

$5,461,476

Up $354,264 (+6.9%) from 2024

Liabilities

Down

$734,243

Down $210,559 (-22%) from 2024

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin94th percentile

Revenue

Up

$961,744

Up $277,767 (+41%) from 2024

Expenses

Down

$607,480

Down $65,505 (-9.7%) from 2024

Net Income

Up

$354,264

Up $343,272 (+3123%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2025

Assets$6,195,719
Liabilities$734,243
Net Assets$5,461,476
Open 2025 Filing

Operations Trend

Revenue Growth92nd 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

2025

Revenue$961,744
Expenses$607,480
Net Income$354,264
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 29, 2025
Return Version
2024v5.0
Gross Receipts
$961,744
Mission and Program Overview

Mission

HOUSING & SOCIAL

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,886,107$5,355,238▲ $469,131
Savings and Temporary Cash Investments$838,652$660,848▼ $177,804
Cash and Non-Interest-Bearing Accounts$327,255$179,633▼ $147,622
Total Assets$6,052,014$6,195,719▲ $143,705
Liabilities
Unsecured Notes Loans Payable$944,802$734,243▼ $210,559
Total Liabilities$944,802$734,243▼ $210,559
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,107,212$5,461,476▲ $354,264
Total Net Assets Fund Balance$5,107,212$5,461,476▲ $354,264
Total Liabilities and Net Assets / Fund Balance$6,052,014$6,195,719▲ $143,705

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,347,262$1,950,739$7,298,001
Other Land Buildings-$335,420$335,420
Equipment$7,976$110,971$118,947
Compensation and Service Providers
Top Officer Pay45th percentile

Board Members and Trustees

NameTitle
Michelle Morton DavisPresident
Darla Bush HaglundAssitant Tre
Hailey BudenbenderChapter Hous
Peyton GelfusoChapter Pres
Annell Haughton WilliamsCorrespondin
Lauren SwopeHouse Mainte
Lindsay ThomasInterior Des
Amy WesnerKitchen Main
Dawn Renzetti HallLandscaping
Diana Floyd MaloySecretary
Christen RedlichTreasurer
Alexa MalevitisVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$860,850
Investment Income
$8,429
Other Revenue
$92,465
Change in Net Assets
$354,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$607,480
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
Occupancy$297,973--$297,973
Depreciation Depletion$170,870--$170,870
Insurance$53,491--$53,491
Interest$47,022--$47,022
Information Technology$5,440--$5,440
Other Expenses$2,500--$2,500
Fees for Services Accounting-$1,950-$1,950
All Other Expenses$1,782--$1,782
Total Functional Expenses$605,530$1,950$0$607,480
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
2025-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Morton Davis
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
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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/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06052014
IRS990/TotalAssetsEOYAmt06195719
IRS990/TotalAssetsGrp/BOYAmt06052014
IRS990/TotalAssetsGrp/EOYAmt06195719
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01950
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0605530
IRS990/TotalFunctionalExpensesGrp/TotalAmt0607480
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0944802
IRS990/TotalLiabilitiesEOYAmt0734243
IRS990/TotalLiabilitiesGrp/BOYAmt0944802
IRS990/TotalLiabilitiesGrp/EOYAmt0734243
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05107212
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05461476
IRS990/TotalProgramServiceExpensesAmt0605530
IRS990/TotalProgramServiceRevenueAmt0860850
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0961744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0961744
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06052014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06195719
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0944802
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0734243
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05430 W UNIVERSITY
IRS990/USAddress/AddressLine2Txt05430 W UNIVERSITY
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075209
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.DALLASDELTAS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTEN REDLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02147626423
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI DELTA EDUCATIONAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SMU INC
ReturnHeader/Filer/BusinessNameControlTxt0TRID
ReturnHeader/Filer/EIN0756037021
ReturnHeader/Filer/PhoneNum02147626423
ReturnHeader/Filer/USAddress/AddressLine1Txt03100 UNIVERSITY BLVD
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN HARRIS
ReturnHeader/ReturnTs02025-07-31T09:41:53-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,195,719
Liabilities
$734,243
Net assets
$5,461,476
Revenue
$961,744
Expenses
$607,480
Net income
$354,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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
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