2017-06-02T09:22:26-05:00 2016-07-31 311119890 BARNES DENNIG & CO LTD 5750 CASTLE CREEK PKWY STE 245 INDIANAPOLIS IN 46250 990 2015-08-01 310987111 ZETA TAU ALPHA FOUNDATION INC ZETA 3178720540 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 KAY DILL KREUTZER SECRETARY/TREAS 3178720540 2017-06-01 1 RICKEY ROYSDON CPA P00645916 3175721130 2015 2021-01-29 14:40:06Z BECKY HAINSWORTH KIRWAN 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 10345401 0 X ZETATAUALPHA.ORG X 1954 IN THE ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUND RAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS. 6 6 0 10000 0 0 3715062 4095986 0 0 762745 -15046 0 0 4477807 4080940 1099011 1162665 0 0 66796 129876 0 0 47979 2372851 2349376 3538658 3641917 939149 439023 14229160 14818042 108827 198699 14120333 14619343 THE ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUND RAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS. 0 0 2511025 465714 ZETA TAU ALPHA FOUNDATION, INC. HELPS SUPPORT AND EDUCATE THE PUBLIC ON ISSUES SUCH AS SEXUAL ASSAULT, MENTAL HEALTH AND BREAST CANCER. THE FOUNDATION ALSO SUPPORTS THE MY SISTER MY RESPONSIBILITY PROGRAM AROUND ALCOHOL AWARENESS FOR MEMBERS. BREAST CANCER EDUCATION/AWARENESS PROGRAMS SERVES APPROXIMATELY 1.7 MILLION PEOPLE, LEADERSHIP DEVELOPMENT/EDUCATION PROGRAM SERVICES APPROXIMATELY 120,000 PARTICIPANTS. 770947 696951 ZETA TAU ALPHA FOUNDATION, INC. PROVIDES FINANCIAL AID TO QUALIFIED COLLEGE STUDENTS, PROGRAM SERVICES 257 PARTICIPANTS. 3281972 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 6 6 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 SP 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 4095986 4095986 465079 465079 5784336 6264461 -480125 -480125 -480125 4080940 0 0 -15046 465714 465714 696951 696951 105050 105050 2466 2466 5613 5613 16747 16747 2721 2721 19450 19450 19301 19301 467865 456566 11299 7479 7479 SERVICE EXPENSE 1028090 1028090 EDUCATIONAL DEVELOPMENT 463789 463789 OFFICE OPERATIONS 121840 121840 PROMOTIONAL AND EDUCATI 96866 96866 121975 73996 47979 3641917 3281972 311966 47979 315373 880552 38861 38683 16380 2000 174868 162727 18820 12141 13830902 13875842 8824 8824 14229160 14818042 108827 198699 108827 198699 X 9872530 10315738 1753750 1723172 2494053 2580433 14120333 14619343 14229160 14818042 439023 59987 0 X 0 1 X 1 0 X 3013227 3094342 3328309 3715062 4095986 17246926 3013227 3094342 3328309 3715062 4095986 17246926 0 5000 70882 157862 233744 5000 70882 157862 233744 17013182 286259 303866 439204 596630 465079 2091038 286259 303866 439204 596630 465079 2091038 7336 7245 14581 3306822 3405453 3767513 4311692 4561065 19352545 0.87910 0.89240 0.10800 0.10290 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 7,336. 2012 AMOUNT: $ 7,245. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 174868 162727 12141 12141 DUE TO ZETA FRATERNITY 10661 OTHER LIABILITIES 142435 DEFERRED INCOME 45603 198699 X 4140927 59987 59987 4080940 0 4080940 3641917 0 3641917 0 3641917 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 FOUNDATION 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) 465714 EDUCATION & LEADERSHIP DEVELOPMENT 1 SCHOLARSHIPS 257 696951 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 11 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 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 361996950 TO ESTABLISH AND MAINTAIN FRATERNITY CHAPTERS IN 501(C)(7) N/A 0 ZETA TAU ALPHA FRATERNITY HOUSING CORP 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 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 148620 ZETA TAU ALPHA FRATERNITY INC O 129876 ZETA TAU ALPHA FRATERNITY INC R 465714