ZETA TAU ALPHA FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZETA TAU ALPHA FOUNDATION INC (EIN 31-0987111)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2022-04-05
- IRS object ID
- 202230959349300243
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-05T16:36:31-05:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310987111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZETA TAU ALPHA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZETA | BusinessNameControlTxt |
| Phone | 3178720540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1036 S RANGELINE ROAD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY DILL KREUTZER | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3178720540 | PhoneNum |
| Signature | 2022-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAY | PersonFirstNm |
| Person Last | DILL KREUTZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2022-04-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROLYN HOF CARPENTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1036 S RANGELINE ROAD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,691,940 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ZETATAUALPHA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUNDRAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,221,058 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,536,626 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,263,065 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,229,766 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,179 | PYOtherRevenueAmt |
| CY Other Revenue | $154 | CYOtherRevenueAmt |
| PY Total Revenue | $5,485,302 | PYTotalRevenueAmt |
| CY Total Revenue | $5,766,546 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,402,310 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,043,554 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $99,343 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,369,179 | PYOtherExpensesAmt |
| CY Other Expenses | $1,141,942 | CYOtherExpensesAmt |
| PY Total Expenses | $3,771,489 | PYTotalExpensesAmt |
| CY Total Expenses | $3,185,496 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,713,813 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,581,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,305,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,909,693 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,305,661 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,909,693 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUNDRAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,052,823 | ExpenseAmt |
| Grant | $669,384 | GrantAmt |
| Desc | ZETA TAU ALPHA FOUNDATION, INC. HELPS TO SUPPORT AND EDUCATE THE PUBLIC ON ISSUES SUCH AS DRINKING RESPONSIBLY, SEXUAL ASSAULT PREVENTION, MENTAL HEALTH, AND BREAST CANCER AWARENESS. THE FOUNDATION ALSO SUPPORTS NUMEROUS LEADERSHIP AND EDUCATIONAL OPPORTUNITIES FOR ZETA TAU ALPHA MEMBERS. THE BREAST CANCER EDUCATION AND AWARENESS PROGRAM SERVICES APPROXIMATELY 1.7 MILLION PEOPLE AND THE LEADERSHIP DEVELOPMENT/EDUCATION PROGRAM SERVICES APPROXIMATELY 120,000 PARTICIPANTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,471,586 | ExpenseAmt |
| Grant | $1,374,170 | GrantAmt |
| Desc | ZETA TAU ALPHA FOUNDATION, INC. PROVIDES FINANCIAL AID TO QUALIFIED COLLEGE STUDENTS. IN FISCAL YEAR 2021, THE PROGRAM SERVICED 811 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,524,409 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178720540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1036 S RANGELINE ROAD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CAROLYN HOF CARPENTER | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHERRY SERVER TILLEY | ||||||
| VP-PHILANTHROPY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHERINE G SLAUGHTER | ||||||
| VP-SCHOLARSHIP | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CYNTHIA BYARS COURTNEY | ||||||
| VP-ALUMNAE DEVELOPMENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARLENE DUNBAR CONRAD | ||||||
| VP-COLLEGIATE DEVELOPMENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAY DILL KREUTZER | ||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NORA NELL HARDY JACKSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BECKY HAINSWORTH KIRWAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICIA PADEN WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHANNON ASHLEY FERGUSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DINAH JACKSON LAUGHERY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE ARNETTE POWELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEGHAN VICINUS PARKER | ||||||
| EXECUTIVE DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,536,626 | AllOtherContributionsAmt |
| Noncash Contributions | $30,971 | NoncashContributionsAmt |
| Total Contributions | $3,536,626 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $852,141 | TotalRevenueColumnAmt |
| Exclusion | $852,141 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,303,019 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,925,394 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,377,625 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,377,625 | TotalRevenueColumnAmt |
| Exclusion | $1,377,625 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $154 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $154 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $154 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,766,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $154 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,229,766 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,384 | TotalAmt |
| Program Services | $669,384 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,170 | TotalAmt |
| Program Services | $1,374,170 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,680 | TotalAmt |
| Management And General | $24,680 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,982 | TotalAmt |
| Management And General | $116,982 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,731 | TotalAmt |
| Management And General | $21,731 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,071 | TotalAmt |
| Management And General | $26,071 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,185 | TotalAmt |
| Program Services | $97,613 | ProgramServicesAmt |
| Management And General | $61,572 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,980 | TotalAmt |
| Program Services | $15,700 | ProgramServicesAmt |
| Management And General | $38,280 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,075 | TotalAmt |
| Management And General | $1,393 | ManagementAndGeneralAmt |
| Fundraising | $682 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,386 | TotalAmt |
| Program Services | $5,150 | ProgramServicesAmt |
| Management And General | $7,236 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,626 | TotalAmt |
| Management And General | $5,626 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,970 | TotalAmt |
| Management And General | $5,970 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SALARY REIMBURSEMENT | $358,966 | $104,405 | $229,831 | $24,730 |
| OTHER EDUCATIONAL PROGR | $187,595 | $187,595 | ||
| THEMIS PUBLICATION | $75,892 | $53,520 | $22,372 | |
| DONOR CULTIVATION | $74,031 | $100 | $73,931 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,772 | TotalAmt |
| Program Services | $16,772 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,185,496 | TotalAmt |
| Program Services | $2,524,409 | ProgramServicesAmt |
| Management And General | $561,744 | ManagementAndGeneralAmt |
| Fundraising | $99,343 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,607 | BOYAmt |
| EOY | $1,276,180 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,797 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431 | BOYAmt |
| EOY | $431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $223,217 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $194,350 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,403 | BOYAmt |
| EOY | $28,867 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,457,599 | BOYAmt |
| EOY | $25,593,365 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,824 | BOYAmt |
| EOY | $10,850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,305,661 | BOYAmt |
| EOY | $26,909,693 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,240,879 | BOYAmt |
| EOY | $18,903,297 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,064,782 | BOYAmt |
| EOY | $8,006,396 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,305,661 | BOYAmt |
| EOY | $26,909,693 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,305,661 | BOYAmt |
| EOY | $26,909,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,581,050 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,022,982 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,741,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,726,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,376,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,221,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,536,626 | CurrentTaxYearAmt |
| Total | $19,602,300 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,741,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,726,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,376,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,221,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,536,626 | CurrentTaxYearAmt |
| Total | $19,602,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,363 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,566,937 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $470,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $238,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $585,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $852,141 | CurrentTaxYearAmt |
| Total | $2,464,476 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154 | CurrentTaxYearAmt |
| Total | $2,574 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,069,350 | TotalSupportAmt |
| Public Support CY170 | 0.88660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,340,464 | BeginningYearBalanceAmt |
| Contributions | $398,362 | ContributionsAmt |
| Investment Earnings Or Losses | $990,192 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $233,950 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,495,068 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,722,448 | BeginningYearBalanceAmt |
| Contributions | $227,492 | ContributionsAmt |
| Investment Earnings Or Losses | $750,882 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $360,358 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,340,464 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,614,378 | BeginningYearBalanceAmt |
| Contributions | $192,223 | ContributionsAmt |
| Investment Earnings Or Losses | $129,947 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $214,100 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,722,448 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,661,382 | BeginningYearBalanceAmt |
| Contributions | $517,059 | ContributionsAmt |
| Investment Earnings Or Losses | $405,833 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $969,896 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,614,378 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,703,817 | BeginningYearBalanceAmt |
| Contributions | $420,840 | ContributionsAmt |
| Investment Earnings Or Losses | $447,848 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $911,123 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,661,382 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19529 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60482 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19989 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $194,350 | DepreciationAmt |
| Book Value | $28,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,867 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,672,546 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,022,982 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,022,982 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,649,564 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $116,982 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $116,982 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,766,546 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,068,514 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,068,514 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $116,982 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $116,982 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,185,496 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ASSETS HELD FOR ENDOWMENT THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ASSETS HELD FOR ENDOWMENT INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THE FOUNDATION MUST HOLD IN PERPETUITY. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWED INVESTMENTS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE A TOTAL RETURN WHICH PROTECTS THE PURCHASING POWER OF THE ENDOWED INVESTMENTS AND WHICH ALLOWS SPENDING UNDER THE TERMS OF EACH ENDOWMENT FUND. |
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JULY 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2020. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ZETA TAU ALPHA FRATERNITY INC | |||||||
| 1036 SOUTH RANGELINE ROAD | CARMEL | IN | 46268 | 361996950 | 501(C)(7) | $300,248 | EDUCATION & LEADERSHIP DEVELOPMENT |
| PURDUE UNIVERSITY CANCER RESEARCH CENTER | |||||||
| 201 SOUTH UNIVERSITY STREET | WEST LAFAYETTE | IN | 47906 | 351052049 | 501(C)(3) | $25,000 | SERVICE GRANT |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $250,000 | BREAST CANCER SPONSOR |
| BRIGHT PINK | |||||||
| 670 NORTH STATE 2ND FLOOR | CHICAGO | IL | 60654 | 510619889 | 501(C)(3) | $50,000 | BREAST CANCER SPONSOR |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 1110 WEST MICHIGAN STREET LO 506 | INDIANAPOLIS | IN | 46202 | 356018940 | 501(C)(3) | $14,737 | SERVICE GRANT |
| THE LUBBOCK HOPE LODGE | |||||||
| 3511 10TH ST | LUBBOCK | TX | 79415 | 131788491 | 501(C)(3) | $12,500 | SERVICE GRANT |
| UNIVERSITY OF VIRGINIA CANCER CENTER | |||||||
| 1240 LEE ST | CHARLOTTESVILLE | VA | 22903 | 546001796 | 501(C)(3) | $7,319 | SERVICE GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 811 | RecipientCnt |
| Cash Grant | $1,374,170 | CashGrantAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,971 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES AN INVESTMENT FIRM TO RECEIVE STOCK DONATIONS AND SELL OR INVEST THOSE GIFTS ACCORDING TO THE ORGANIZATION'S INVESTMENT POLICY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2B | ZETA TAU ALPHA FOUNDATION, INC. (FOUNDATION) HAS NO EMPLOYEES. ITS STAFFING REQUIREMENTS ARE PROVIDED BY ZETA TAU ALPHA FRATERNITY INC. (FRATERNITY), AN AFFILIATED TAX EXEMPT SECTION 501(C)(7) ORGANIZATION. THE FOUNDATION'S BOARD OF DIRECTORS APPROVE ALL STAFFING COMPENSATION RATES TO BE REIMBURSED TO THE FRATERNITY FOR ITS STAFFING COSTS AFTER A THOROUGH REVIEW OF ALL RELATED ISSUES, CONSULTATION WITH INDEPENDENT PERSONS, REVIEW OF COMPARABLE DATA, AND DELIBERATION. THE STAFFING EXPENDITURES ARE REPORTED IN THE FUNCTIONAL EXPENSES AS SALARY EXPENSE REIMBURSEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | ZETA TAU ALPHA FOUNDATION, INC.'S FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS, AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE BOARD SECRETARY-TREASURER AND APPROPRIATE REPRESENTATIVE(S) FROM THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE PRIOR TO FINALIZING AND FILING THESE TAX RETURNS WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ZETA TAU ALPHA FOUNDATION, INC. PERIODICALLY DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES TO EACH OFFICER AND MEMBER OF THE BOARD OF DIRECTORS. THE QUESTIONNAIRES INCLUDE STATEMENTS REGARDING OTHER EMPLOYMENT, BEING RELATED TO ANYONE ON THE BOARD, AND OTHER ITEMS THAT MAY CREATE AN APPEARENCE OF A POTENTIAL INDEPENDENCE ISSUE. THE IDENTIFICATION, EVALUATION AND RESOLUTION OF THOSE ISSUES ARE DISCUSSED WITH THE APPROPRIATE LEVEL OF MANAGEMENT OR MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS AND OFFICERS OF ZETA TAU ALPHA FOUNDATION, INC. ARE NOT COMPENSATED AND SERVE ON A VOLUNTARY BASIS. HOWEVER, IF THE FOUNDATION HAD EMPLOYEES AND COMPENSATED ITS OFFICERS, THE FOUNDATION'S BOARD OF DIRECTORS WILL DETERMINE AND SET ALL STAFFING COMPENSATION RATES AFTER A THOROUGH REVIEW OF ALL RELATED ISSUES, CONSULTATION WITH INDEPENDENT PERSONS, REVIEW OF COMPARABLE DATA, AND DELIBERATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ZETA TAU ALPHA FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR PRESIDENT AND RECEIVED AT OUR CORPORATE OFFICE ADDRESS, AS WELL AS ON ANOTHER'S WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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