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Nonprofiteer
← ZETA TAU ALPHA FOUNDATION INC

Form 990 for tax year 2023

Filed by ZETA TAU ALPHA FOUNDATION INC.

Totals

Total revenue
$6,431,756
Total expenses
$4,555,639
Contributions and grants received
$5,451,139
Grants paid
$3,199,159
Program service revenue
$0
Investment income
$978,985
Other revenue
$1,632
Total assets, end of year
$30,290,540
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$30,290,540
Program services expenses (Part IX)
$3,731,766
Management and general expenses
$638,256
Fundraising expenses
$185,617
Program service expenses (Part III)
$3,731,766

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $5,451,139

  • 1g · Noncash contributions included above

    $48,325

  • 3 · Investment income

    total $962,927 · excluded $962,927

  • 7a · Gross sales of assets other than inventory

    securities $10,959,433

  • 7b · Less cost or other basis and sales expenses

    securities $10,943,375

  • 7c · Gain or loss

    securities $16,058

  • 7d · Net gain or loss

    total $16,058 · excluded $16,058

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $1,632 · related or exempt $1,632

  • 11e · Other revenue, total

    $1,632

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,933,775 · program services $1,933,775

  • 2 · Grants to domestic individuals

    total $1,265,384 · program services $1,265,384

  • 11c · Fees: accounting

    total $27,350 · management and general $27,350

  • 11f · Fees: investment management

    total $126,907 · management and general $126,907

  • 11g · Fees: other

    total $38,216 · management and general $38,216

  • 13 · Office expenses

    total $35,849 · management and general $35,849

  • 14 · Information technology

    total $73,143 · program services $40,550 · management and general $32,593

  • 16 · Occupancy

    total $48,826 · program services $16,749 · management and general $32,077

  • 17 · Travel

    total $12,466 · management and general $6,752 · fundraising $5,714

  • 19 · Conferences, conventions and meetings

    total $145,705 · program services $9,797 · management and general $86,645 · fundraising $49,263

  • 23 · Insurance

    total $17,081 · management and general $17,081

  • 24a · Other expenses: SALARY REIMBURSEMENT

    total $313,455 · program services $107,521 · management and general $174,588 · fundraising $31,346

  • 24b · Other expenses: OTHER EDUCATIONAL PROGR

    total $221,857 · program services $221,857

  • 24c · Other expenses: THEMIS PUBLICATION

    total $131,125 · program services $70,927 · management and general $60,198

  • 24d · Other expenses: DONOR CULTIVATION

    total $104,645 · program services $5,351 · fundraising $99,294

  • 24e · All other expenses

    total $59,855 · program services $59,855

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,906,205 · end of year $2,930,274

  • 4 · Accounts receivable

    beginning of year $362 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $82,449

  • 10b · Land, buildings and equipment: accumulated depreciation

    $82,449

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $22,100,574 · end of year $27,349,348

  • 15 · Other assets

    beginning of year $10,586 · end of year $10,918

  • 27 · Net assets without donor restrictions

    beginning of year $18,908,589 · end of year $22,721,541

  • 28 · Net assets with donor restrictions

    beginning of year $7,109,138 · end of year $7,568,999

Mission and programs · 2023

Mission

ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUNDRAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS.

  • ZETA TAU ALPHA FOUNDATION, INC. HELPS TO SUPPORT AND EDUCATE THE PUBLIC ON THE FOLLOWING: -HEALTH AND SAFETY ISSUES SUCH AS DRINKING RESPONSIBLY, SEXUAL ASSAULT PREVENTION, MENTAL WELL-BEING AND HAZING PREVENTION.-LEADERSHIP DEVELOPMENT INCLUDING COMMUNICATION SKILL, FINANCIAL MANAGEMENT, ACADEMIC ACHIEVEMENT, INTERPERSONAL SKILLS AND PROBLEM-SOLVING SKILLS.-BREAST CANCER EDUCATION AND AWARNESS WITH A SIGNIFICANANT EMPHASIS ON BREAST CANCER RESEARCH.

    Expenses $2,366,783 · Grants $1,933,775 · Revenue $1,632

  • ZETA TAU ALPHA FOUNDATION, INC. PROVIDES SCHOLARSHIPS TO QUALIFIED COLLEGE STUDENTS. IN FISCAL YEAR 2024, THE PROGRAM SERVICED 389 STUDENTS.

    Expenses $1,364,983 · Grants $1,265,384

As filed on the 2023 return.

Listed in Part VII

  • Carolyn Hof Carpenter

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Carla Martin Cobb

    VP OF COLLEGIATE DEVELOPMENT

    Total calculated
    $0
    Hours/week
    2

  • Marlene Dunbar Conrad

    VP OF PHILANTHROPY

    Total calculated
    $0
    Hours/week
    2

  • Cynthia Byars Courtney

    VP OF ALUMNAE DEVELOPMENT

    Total calculated
    $0
    Hours/week
    2

  • Kristen Humeston Harthorn

    VP OF SCHOLARSHIP

    Total calculated
    $0
    Hours/week
    2

  • Kay Dill Kreutzer

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Shannon Ashley Ferguson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nora Nell Hardy Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Becky Hainsworth Kirwan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dinah Jackson Laughery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Natalie Yingling Lisko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Casey Guimbellot Pash

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sherry Server Tilley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Meghan Vicinus Parker

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
19 March 2025
IRS schema version
2023v6.0
Source object
202530789349300623

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