2018-05-24T16:38:11-05:00 2017-07-31 311119890 Barnes Dennig & Co LTD 5750 Castle Creek Pkwy Ste 245 Indianapolis IN 46250 990 2016-08-01 310987111 Zeta Tau Alpha Foundation Inc ZETA 3178720540 1036 S Rangeline Road Carmel IN 46032 Kay Dill Kreutzer Secretary/Treas 3178720540 2018-05-24 1 Rickey Roysdon CPA P00645916 3175721130 2016 2022-09-23 18:48:47Z X Becky Hainsworth Kirwan 1036 S Rangeline Road Carmel IN 46032 7558181 0 X zetataualpha.org X 1954 IN THE ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUND RAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS. 7 7 0 10000 0 0 4095986 3741844 0 0 -15046 186340 0 0 4080940 3928184 1162665 1250994 0 0 129876 130844 0 0 70760 2349376 2244671 3641917 3626509 439023 301675 14818042 17538456 198699 1323052 14619343 16215404 The Zeta Tau Alpha Foundation, Inc. is organized to conduct fund raising for educational and charitable projects. 0 0 2324146 445000 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. Breast Cancer Education and Awareness program services approximately 1.7 million people and the leadership development/education program services approximately 120,000 participants. 877079 805994 Zeta Tau Alpha Foundation, Inc provides financial aid to qualified college students. In fiscal year 2017 the program serviced 284 students. 3201225 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X Meghan Parker 3178720540 3450 Founders Road Indianapolis IN 46268 X Becky Hainsworth Kirwan President 2.00 X X 0 0 0 Sherry Server Tilley VP-Philanthropy 2.00 X X 0 0 0 Catherine B Slaughter VP-Scholarship 2.00 X X 0 0 0 Cynthia Byars Courtney VP-Development 2.00 X X 0 0 0 Dinah Jackson Laughery VP-Special Events 2.00 X X 0 0 0 Kay Dill Kreutzer Secretary/Treas 2.00 X X 0 0 0 Nora Nell Hardy Jackson Director 1.00 X 0 0 0 0 0 0 0 0 0 0 0 3741844 3741844 317646 317646 3498691 3629997 -131306 -131306 -131306 3928184 0 0 186340 445000 445000 805994 805994 105744 105744 2768 2768 5784 5784 16548 16548 1831 1831 33245 33245 20488 20488 390156 369834 20322 5494 5494 Service expense 754070 754070 Educational development 691183 691183 Office operations 142300 142300 Scholarship expense 71085 71085 134819 64059 70760 3626509 3201225 354524 70760 880552 637325 38683 38732 2000 2000 174868 168221 12141 6647 13875842 16844928 8824 8824 14818042 17538456 198699 1323052 198699 1323052 X 10315738 11614254 1723172 1876660 2580433 2724490 14619343 16215404 14818042 17538456 301675 1294386 0 X 0 1 X 1 0 X 3094342 3328309 3715062 4095986 3741844 17975543 3094342 3328309 3715062 4095986 3741844 17975543 0 70882 157862 228744 70882 157862 228744 17746799 303866 439204 596630 465079 317646 2122425 303866 439204 596630 465079 317646 2122425 7245 7245 3405453 3767513 4311692 4561065 4059490 20105213 0.88270 0.87910 0.10560 0.10800 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income - 2012 Amount: $ 7,245. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 174868 168221 6647 6647 Due to Zeta Fraternity 1323052 1323052 X 5222570 1294386 1294386 3928184 0 3928184 3626509 0 3626509 0 3626509 Part X, Line 2: Zeta Tau Alpha Foundation, Inc. (Foundation) is tax exempt under Internal Revenue Code Section 501(c)(3). Accordingly, there is no provision for income taxes in the financial statements. Management believes the Organization has adequately addressed all relevant tax provisions and that there are no unrecorded tax liabilities. 1 Zeta Tau Alpha Fraternity 3450 Founders Road Indianapolis IN 46268 361996950 501(c)(7) 445000 Education & leadership development 1 Scholarships 284 805994 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), a related 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 appropriate line item as salaries, payroll taxes and benefits. Form 990, Part VI, Section B, line 11b Line 11a explanation - 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. Zeta Tau Alpha Fraternity Inc 1036 S Rangeline Road Carmel IN 46032 361996950 To establish and maintain fraternity chapters IN 501(c)(7) N/A 0 Zeta Tau Alpha Fraternity Housing Corp 1036 S Rangeline Road Carmel IN 46032 310912722 Hold title and maintain properties for Fraternity IN 501(c)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 Zeta Tau Alpha Fraternity Inc N 168282 Zeta Tau Alpha Fraternity Inc O 130844 Zeta Tau Alpha Fraternity Inc R 445000