ZETA TAU ALPHA FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZETA TAU ALPHA FOUNDATION INC (EIN 31-0987111)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2020-06-16
- IRS object ID
- 202031689349300908
- Schema version
- 2018v3.1
- 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 | 2020-06-16T08:45:52-05:00 | ReturnTs |
| Tax Period End | 2019-07-31 | 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 | 2018-08-01 | 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 | 2020-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2020-06-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.170.167.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-11 | IPDt |
| IP Tm | 12:23:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2F35E3BA8712D14932DCF57DFF7AEEC0C19860BA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF923E04E140C4DE71FD41AF2127CF5344A3E036 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $13,703,879 | 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 | THE 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 | 10000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,726,428 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,376,344 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $838,519 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,034,373 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,241 | CYOtherRevenueAmt |
| PY Total Revenue | $4,564,947 | PYTotalRevenueAmt |
| CY Total Revenue | $5,411,958 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,310,145 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,310,580 | 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 | $80,089 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,067,407 | PYOtherExpensesAmt |
| CY Other Expenses | $1,692,543 | CYOtherExpensesAmt |
| PY Total Expenses | $3,377,552 | PYTotalExpensesAmt |
| CY Total Expenses | $4,003,123 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,187,395 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,408,835 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,008,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,792,184 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $187,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,722 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,821,128 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,779,462 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE 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 | $2,610,044 | ExpenseAmt |
| Grant | $1,500,537 | 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 | $901,233 | ExpenseAmt |
| Grant | $810,043 | GrantAmt |
| Desc | ZETA TAU ALPHA FOUNDATION, INC PROVIDES FINANCIAL AID TO QUALIFIED COLLEGE STUDENTS. IN FISCAL YEAR 2019, THE PROGRAM SERVICED 290 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,511,277 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | Yes (1) | 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 | ERIN HARTLEY | 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 B 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 | |
| FRANLYNA BARRED CHARLES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DINAH JACKSON LAUGHERY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE ARNEDE 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 | $4,376,344 | AllOtherContributionsAmt |
| Noncash Contributions | $16,093 | NoncashContributionsAmt |
| Total Contributions | $4,376,344 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $238,522 | TotalRevenueColumnAmt |
| Exclusion | $238,522 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,087,772 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,291,921 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $795,851 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $795,851 | TotalRevenueColumnAmt |
| Exclusion | $795,851 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE-RELATED-990 | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $1,241 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,241 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,241 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,411,958 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,241 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,034,373 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500,537 | TotalAmt |
| Program Services | $1,500,537 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,043 | TotalAmt |
| Program Services | $810,043 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,675 | TotalAmt |
| Management And General | $1,675 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,786 | TotalAmt |
| Management And General | $19,786 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,000 | TotalAmt |
| Management And General | $82,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,336 | TotalAmt |
| Management And General | $40,336 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,317 | TotalAmt |
| Program Services | $69,578 | ProgramServicesAmt |
| Management And General | $67,739 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,853 | TotalAmt |
| Program Services | $26,831 | ProgramServicesAmt |
| Management And General | $17,022 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,968 | TotalAmt |
| Management And General | $6,968 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,521 | TotalAmt |
| Program Services | $10,811 | ProgramServicesAmt |
| Management And General | $33,710 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,028 | TotalAmt |
| Management And General | $6,028 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATIONAL PROGRAMS | $612,337 | $612,337 | |
| SALARY REIMBURSEMENT | $281,404 | $169,189 | $112,215 |
| THINK PINK EXPENSES | $212,709 | $212,709 | |
| THEMIS PUBLICATION | $103,867 | $79,589 | $24,278 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,742 | TotalAmt |
| Program Services | $19,653 | ProgramServicesAmt |
| Fundraising | $80,089 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,003,123 | TotalAmt |
| Program Services | $3,511,277 | ProgramServicesAmt |
| Management And General | $411,757 | ManagementAndGeneralAmt |
| Fundraising | $80,089 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $267,422 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,712 | BOYAmt |
| EOY | $6,887 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $431 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $210,263 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $182,971 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,545 | BOYAmt |
| EOY | $27,292 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,969,739 | BOYAmt |
| EOY | $18,471,611 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,255 | BOYAmt |
| EOY | $18,541 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,008,251 | BOYAmt |
| EOY | $18,792,184 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,123 | BOYAmt |
| EOY | $12,722 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,123 | BOYAmt |
| EOY | $12,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,832,306 | BOYAmt |
| EOY | $12,685,744 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,122,143 | BOYAmt |
| EOY | $2,446,370 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,866,679 | BOYAmt |
| EOY | $3,647,348 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,821,128 | BOYAmt |
| EOY | $18,779,462 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,008,251 | BOYAmt |
| EOY | $18,792,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,408,835 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$450,501 | 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 | $3,715,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,095,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,741,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,726,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,376,344 | CurrentTaxYearAmt |
| Total | $19,655,664 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,715,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,095,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,741,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,726,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,376,344 | CurrentTaxYearAmt |
| Total | $19,655,664 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $19,655,664 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $596,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $470,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $238,522 | CurrentTaxYearAmt |
| Total | $2,088,354 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,241 | CurrentTaxYearAmt |
| Total | $1,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,745,259 | TotalSupportAmt |
| Public Support CY170 | 0.90390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support PY509 | 0.87950 | PublicSupportPY509Pct |
| Investment Income PY | 0.10950 | InvestmentIncomePYPct |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $210,263 | OtherCostOrOtherBasisAmt |
| Depreciation | $182,971 | DepreciationAmt |
| Book Value | $27,292 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,292 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ZETA TAU ALPHA FRATERNITY | Desc |
| Amt | $12,722 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,722 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,879,457 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$450,501 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$450,501 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,329,958 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $82,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $82,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,411,958 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,921,123 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,921,123 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $82,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $82,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,003,123 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2019, 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, 2018. 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). | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ZETA TAU ALPHA FRATERNITY | |||||||
| 3450 FOUNDERS ROAD | INDIANAPOLIS | IN | 46268 | 361996950 | 501(C)(7) | $975,586 | EDUCATION & LEADERSHIP DEVELOPMENT |
| SETON BREAST CANCER CENTER | |||||||
| 1201 W 38TH STREET | AUSTIN | TX | 78705 | 741109643 | 501(C)(3) | $160,270 | SERVICE GRANT |
| PURDUE UNIVERSITY CANCER RESEARCH CENTER | |||||||
| 201 S UNIVERSITY STREET | WEST LAFAYETTE | IN | 47906 | 351052049 | 501(C)(3) | $25,000 | SERVICE GRANT |
| MERCY HEALTH FOUNDATION-JOANIE'S PROMISE | |||||||
| 250 DEBARTOLO PLACE STE 2560 | YOUNGSTOWN | OH | 44512 | 522173656 | 501(C)(3) | $25,000 | SERVICE GRANT |
| ARC | |||||||
| 11010 DAVID TAYLOR DR | CHARLOTTE | NC | 28262 | 560753097 | 501(C)(3) | $20,376 | SERVICE GRANT |
| MD ANDERSON CANCER CENTER | |||||||
| 1220 HOLCOMBE BLVD | HOUSTON | TX | 77030 | 746001118 | 501(C)(3) | $12,000 | SERVICE GRANT |
| THRIVEWELL CANCER FOUNDATION | |||||||
| 4383 MEDICAL DR | SAN ANTONIO | TX | 78229 | 260371270 | 501(C)(3) | $5,000 | SERVICE GRANT |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $200,000 | BREAST CANCER SPONSOR |
| BRIGHT PINK | |||||||
| 670 N STATE 2ND FLOOR | CHICAGO | IL | 60654 | 510619889 | 501(C)(3) | $50,000 | BREAST CANCER SPONSOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | 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 | 204 | RecipientCnt |
| Cash Grant | $321,900 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 A, LINE 5 | DURING THE FISCAL YEAR, THE FOUNDATION DISCOVERED FRAUD BY A PART TIME EMPLOYEE. THE EMPLOYEE EMBEZZELED FUNDS BY DIVERTING DONATIONS TO THE FOUNDATION TO HER PERSONAL ACCOUNT. THE FRAUD TOOK PLACE OVER SEVERAL YEARS AND IS ESTIMATED TO BE APPROXIMATELY $450,000 IN TOTAL. THE FOUNDATION TERMINATED THE EMPLOYEE IMMEDIATELY UPON DISCOVERY OF THE FRAUD AND BEGAN PROSECUTION PROCEEDINGS. THE FORMER EMPLOYEE WAS CHARGED AT THE FEDERAL LEVEL AND ULTIMATELY PLED GUILTY. THE FOUNDATION HAS RECOUPED THE LOST FUNDS THROUGH INSURANCE. THE FOUNDATION HAS SINCE IMPLEMENTED INTERNAL CONTROLS TO MITIGATE CHANCES OF FRAUD IN THE FUTURE. THIS INCLUDES A QUARTERLY RECONCILIATION OF THE DONOR DATABASE TO THE GENERAL LEDGER AND SEGREGATING THE CASH RECEIPT PROCESS. |
| 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 PRESIDENT 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. (FOUNDATION) ARE NOT COMPENSATED AND SERVE ON A VOLUNTARY BASIS. HOWEVER, IF THE FOUNDATION HAD EMPLOYEES AND COMPENSATED ITS OFFICERS, THEN 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 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 WEB SITE. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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