ZETA IOTA ZETA EDUCATIONAL FOUNDATION INC: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ZETA IOTA ZETA EDUCATIONAL FOUNDATION INC (EIN 48-1158039)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-11-01
- IRS object ID
- 201703059349200970
- Schema version
- 2015v3.0
- 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 | 2017-11-01T13:44:08-07:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thill & Leonard CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9548 Horton Street | AddressLine1Txt |
| City | Overland Park | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481158039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZETA IOTA EDUCATIONAL FOUNDATION I | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZETA | BusinessNameControlTxt |
| Phone | 9133831306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13129 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662823129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAYTON HESS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9133831306 | PhoneNum |
| Signature | 2017-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK THILL CPA | PreparerPersonNm |
| Phone | 9133831306 | PhoneNum |
| Preparation | 2017-11-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $75,523 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $75,523 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $75,523 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $12,522 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $170 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $2,368 | OtherExpensesTotalAmt |
| Total Expenses | $15,060 | TotalExpensesAmt |
| Excess Or Deficit For Year | $60,463 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $195,608 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $256,071 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,413 | BOYAmt |
| EOY | $41,246 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,195 | BOYAmt |
| EOY | $214,825 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,608 | BOYAmt |
| EOY | $256,071 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,608 | BOYAmt |
| EOY | $256,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SCHOLARSHIP AND GRANTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| SCHOLARSHIPS AND GRANTS TO COLLEGE STUDENTS | $2,291 | $2,291 |
| . |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,291 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOHN EDGAR | ||
| PRESIDENT | 1.00 | $0 |
| RICHARD WAGNER | ||
| VICE PRESIDENT | 1.00 | $0 |
| CLAYTON J HESS | ||
| TREASURER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAYTON HESS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14409 BALLENTINE STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8164213222 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
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 | $15,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,523 | CurrentTaxYearAmt |
| Total | $239,023 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,523 | CurrentTaxYearAmt |
| Total | $239,023 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $182,003 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,020 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7 | CurrentTaxYearMinus1YearAmt |
| Total | $35 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $239,058 | TotalSupportAmt |
| Public Support CY170 | 0.23850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.20960 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 17a | FormAndLineReferenceDesc |
| Explanation | DONATIONS FROM A MAJOR FUNDRAISING CAMPAIGN THAT OCCURRED RECENTLY, CAUSED US TO FALL BELOW THE 33 1/3% THRESHOLD AND PLACE US AT A 23.85% THRESHOLD WHICH IS GOVERNED BY THE 10% FACTS & CIRCUMSTANCE TEST FOR FISCAL YEAR ENDING 8/31/16. DURING THAT YEAR WE HAD SIZABLE SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS AND WITHIN THAT GROUP ONE INDIVIDUAL, WHO IS NOT A MEMBER OF THE TAXPAYER'S GOVERNING BOARD, CONTRIBUTED A GENEROUS ONE-TIME DONATION. TAXPAYER'S ORGANIZATION IS AN EDUCATIONAL FOUNDATION MEANT FOR PROVIDING COLLEGE SCHOLARSHIP AND OTHER EDUCATIONAL OPPORTUNITIES FOR ITS CURRENT ACTIVE MEMBERS OF A CERTAIN COLLEGE FRATERNITY CHAPTER. TAXPAYER HAS SUPPORTED THE FRATERNITY CHAPTER SINCE OCTOBER 17, 1947. TAXPAYER'S SOURCES OF SUPPORT COME FROM PAST MEMBERS, ALUMNI, OF OUR FRATERNITY WHO CONTRIBUTE FOR THE EDUCATIONAL BENEFIT AND GROWTH OF FUTURE ACTIVE COLLEGE MEMBERS.OUR GOVERNING BODY SUPPORTS IS ELECTED FROM FORMER MEMBERS, ALUMNI, PURSUANT TO THE ORGANIZATION'S BYLAWS BY A BROADLY BASED ALUMNI MEMBERSHIP. WE REQUIRE NO DUES OR FEES IN ORDER TO BE AN ACTIVE, VOTING, ALUM. THIS ALLOWS US TO HAVE A BROAD CROSS SECTION OF INTERESTED ALUMNI WHO WANT THE OPPORTUNITY SUPPORT THE ORGANIZATION IN AN OFFICIAL CAPACITY. THE GOVERNING BODY HAS RULES THAT REQUIRE CONTRIBUTIONS TO HAVE AN EDUCATIONAL BENEFIT TO THE ACTIVE MEMBERS OF THE COLLEGE FRATERNITY IT SUPPORTS WHICH ENSURES THAT THE NON-PROFIT BE HELD ACCOUNTABLE WHEN RECEIVING DONATIONS. | ExplanationTxt |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 16 | CORPORATE ANNUAL FEE 40. |
| Form 990EZ, Part I, Line 16 | BANK CHARGES 36. |
| Form 990EZ, Part I, Line 16 | CONCLAVE REIMBURSEMENT 2291. |
| Form 990EZ, Part I, Line 16 | ROUNDING 1. |
| Form 990EZ, Part II, Line 24 | NOTE RECEIVABLE FROM HOUSE CORPORATION 193195. 214825. |
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