ZETA TAU ALPHA FOUNDATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ZETA TAU ALPHA FOUNDATION INC (EIN 31-0987111)
Tax period
2014-08-01 to 2015-07-31
Filed
2016-02-11
IRS object ID
201640429349301699
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-02-11T14:18:26-08:00ReturnTs
Tax Period End2015-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Barnes Dennig & Co LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15750 Castle Creek Parkway Suite 245AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46250ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310987111EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Zeta Tau Alpha Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZETABusinessNameControlTxt
Phone3178720540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13450 Founders RoadAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKay Dill KreutzerPersonNm
Person TitleSecretary/TreasPersonTitleTxt
Signature2016-02-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRickey Roysdon CPAPreparerPersonNm
PTINP00645916PTIN
Phone3175721130PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBecky Hainsworth KirwanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13450 Founders RoadAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,671,307GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresszetataualpha.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionThe Zeta Tau Alpha Foundation, Inc. is organized to conduct fund raising for educational and charitable projects.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,328,309PYContributionsGrantsAmt
CY Contributions Grants$3,715,062CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,179,943PYInvestmentIncomeAmt
CY Investment Income$762,745CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,508,252PYTotalRevenueAmt
CY Total Revenue$4,477,807CYTotalRevenueAmt
PY Grants And Similar Paid$1,043,211PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,099,011CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$64,641PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$66,796CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$72,643CYTotalFundraisingExpenseAmt
PY Other Expenses$2,295,819PYOtherExpensesAmt
CY Other Expenses$2,372,851CYOtherExpensesAmt
PY Total Expenses$3,403,671PYTotalExpensesAmt
CY Total Expenses$3,538,658CYTotalExpensesAmt
PY Revenues Less Expenses$1,104,581PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$939,149CYRevenuesLessExpensesAmt
Total Assets BOY$14,640,904TotalAssetsBOYAmt
Total Assets EOY$14,229,160TotalAssetsEOYAmt
Total Liabilities BOY$962,683TotalLiabilitiesBOYAmt
Total Liabilities EOY$108,827TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,678,221NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,120,333NetAssetsOrFundBalancesEOYAmt
MissionThe Zeta Tau Alpha Foundation, Inc. is organized to conduct fund raising for educational and charitable projects.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,423,412ExpenseAmt
Grant$392,970GrantAmt
DescZeta 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$788,548ExpenseAmt
Grant$706,041GrantAmt
DescZeta Tau Alpha Foundation, Inc. provides financial aid to qualified college students, program services 271 participants.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,211,960TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKelly HarmonPersonNm
Phone3178720540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13450 Founders RoadAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Becky Hainsworth Kirwan
President2.000.00Yes (X)Yes (X)$0$0$0
Sherry Server Tilley
VP-Philanthropy2.000.00Yes (X)Yes (X)$0$0$0
Catherine B Slaughter
VP-Scholarship2.000.00Yes (X)Yes (X)$0$0$0
Cynthia Byars Courtney
VP Sp Events2.000.00Yes (X)Yes (X)$0$0$0
Kay Dill Kreutzer
Secretary/Treas2.000.00Yes (X)Yes (X)$0$0$0
Nora Nell Hardy Jackson
Director1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,715,062AllOtherContributionsAmt
Total Contributions$3,715,062TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$596,630TotalRevenueColumnAmt
Exclusion$596,630ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,359,615SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,193,500SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$166,115SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$166,115TotalRevenueColumnAmt
Exclusion$166,115ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,477,807TotalRevenueColumnAmt
Exclusion$762,745ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$392,970TotalAmt
Program Services$392,970ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$706,041TotalAmt
Program Services$706,041ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$53,700TotalAmt
Management And General$53,700ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,458TotalAmt
Management And General$1,458ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,480TotalAmt
Management And General$3,480ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,158TotalAmt
Management And General$8,158ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,853TotalAmt
Management And General$2,853ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,125TotalAmt
Management And General$16,125ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,647TotalAmt
Management And General$11,647ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$336,098TotalAmt
Program Services$322,942ProgramServicesAmt
Management And General$13,156ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,878TotalAmt
Management And General$11,878ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Service expense$963,087$963,087
Educational development$548,249$548,249
Office operations$131,600$131,600
Komen expense and grant$130,440$130,440

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$220,874TotalAmt
Program Services$148,231ProgramServicesAmt
Fundraising$72,643FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,538,658TotalAmt
Program Services$3,211,960ProgramServicesAmt
Management And General$254,055ManagementAndGeneralAmt
Fundraising$72,643FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$994,372BOYAmt
EOY$315,373EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,926BOYAmt
EOY$38,861EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,156BOYAmt
EOY$16,380EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$174,068LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$155,248LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$28,778BOYAmt
EOY$18,820EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,565,278BOYAmt
EOY$13,830,902EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,394BOYAmt
EOY$8,824EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,640,904BOYAmt
EOY$14,229,160EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$962,683BOYAmt
EOY$108,827EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$962,683BOYAmt
EOY$108,827EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,881,929BOYAmt
EOY$9,872,530EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,420,813BOYAmt
EOY$1,753,750EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,375,479BOYAmt
EOY$2,494,053EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,678,221BOYAmt
EOY$14,120,333EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,640,904BOYAmt
EOY$14,229,160EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$939,149ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$497,037NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,943,214CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,013,227CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,094,342CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,328,309CurrentTaxYearMinus1YearAmt
Current Tax Year$3,715,062CurrentTaxYearAmt
Total$16,094,154TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,943,214CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,013,227CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,094,342CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,328,309CurrentTaxYearMinus1YearAmt
Current Tax Year$3,715,062CurrentTaxYearAmt
Total$16,094,154TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year$70,882CurrentTaxYearAmt
Total$70,882TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year$70,882CurrentTaxYearAmt
Total$70,882TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$16,023,272PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$221,549CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$286,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$303,866CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$439,204CurrentTaxYearMinus1YearAmt
Current Tax Year$596,630CurrentTaxYearAmt
Total$1,847,508TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$221,549CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$286,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$303,866CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$439,204CurrentTaxYearMinus1YearAmt
Current Tax Year$596,630CurrentTaxYearAmt
Total$1,847,508TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$7,336CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,245CurrentTaxYearMinus2YearsAmt
Total$14,581TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,164,763CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,306,822CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,405,453CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,767,513CurrentTaxYearMinus1YearAmt
Current Tax Year$4,311,692CurrentTaxYearAmt
Total$17,956,243TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89240PublicSupportCY509Pct
Public Support PY5090.91450PublicSupportPY509Pct
Investment Income CY0.10290InvestmentIncomeCYPct
Investment Income PY0.08460InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$174,068OtherCostOrOtherBasisAmt
Depreciation$155,248DepreciationAmt
Book Value$18,820BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$18,820TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Due to Zeta Fraternity$7,639
Due to Zeta Housing Corp$6,760
Other liabilities$94,428
FieldValueIRS element (for citing)
Total Liability$108,827TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,980,770TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$497,037NetUnrealizedGainsInvstAmt
Revenue Not Reported-$497,037RevenueNotReportedAmt
Revenue Subtotal$4,477,807RevenueSubtotalAmt
Total Revenue Per Form990$4,477,807TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,538,658TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,538,658ExpensesSubtotalAmt
Total Expenses Per Form990$3,538,658TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationZeta 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. Management believes it is no longer subject to income tax examination for years prior to 2011.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Zeta Tau Alpha FraternityBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13450 Founders RoadAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd
FieldValueIRS element (for citing)
Recipient EIN361996950RecipientEIN
IRC Section501(c)(7)IRCSectionDesc
Cash Grant$392,970CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantEducation & leadership developmentPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient271RecipientCnt
Cash Grant$706,041CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessZeta 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, Line 12c: Explanation of Monitoring and Enforcement of ConflictsZeta 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, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe 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, Line 19: Other Organization Documents Publicly AvailableZeta 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 V, Line 2a-W3 EmployeesZeta 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
Zeta Tau Alpha Fraternity Inc
3450 Founders RoadIndianapolisIN46268361996950To establish and maintain fraternity chaptersIN501(c)(7)N/Afalse
Zeta Tau Alpha Fraternity Housing Corp
3450 Founders RoadIndianapolisIN46268310912722Hold title and maintain properties for FraternityIN501(c)(2)N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
Zeta Tau Alpha Fraternity Inc
n$155,125
Zeta Tau Alpha Fraternity Inc
o$66,796
Zeta Tau Alpha Fraternity Inc
r$392,970

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