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Nonprofiteer
← ZETA TAU ALPHA FOUNDATION INC

Form 990 for tax year 2024

Filed by ZETA TAU ALPHA FOUNDATION INC.

Totals

Total revenue
$6,794,210
Total expenses
$4,803,916
Contributions and grants received
$5,771,469
Grants paid
$3,309,097
Program service revenue
$0
Investment income
$1,021,574
Other revenue
$1,167
Total assets, end of year
$33,194,920
Total liabilities, end of year
$4,237
Net assets or fund balances, end of year
$33,190,683
Program services expenses (Part IX)
$4,004,892
Management and general expenses
$572,985
Fundraising expenses
$226,039
Program service expenses (Part III)
$4,004,892

Program services were 83.4% 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

    $5,771,469

  • 1g · Noncash contributions included above

    $11,810

  • 3 · Investment income

    total $1,627,069 · excluded $1,627,069

  • 7a · Gross sales of assets other than inventory

    securities $14,257,547

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

    securities $14,863,042

  • 7c · Gain or loss

    securities -$605,495

  • 7d · Net gain or loss

    total -$605,495 · excluded -$605,495

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $1,167 · related or exempt $1,167

  • 11e · Other revenue, total

    $1,167

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,904,753 · program services $1,904,753

  • 2 · Grants to domestic individuals

    total $1,404,344 · program services $1,404,344

  • 11c · Fees: accounting

    total $28,350 · management and general $28,350

  • 11f · Fees: investment management

    total $144,895 · management and general $144,895

  • 11g · Fees: other

    total $31,026 · management and general $31,026

  • 13 · Office expenses

    total $34,436 · management and general $34,436

  • 14 · Information technology

    total $74,277 · program services $41,597 · management and general $32,680

  • 16 · Occupancy

    total $57,465 · program services $23,051 · management and general $34,414

  • 17 · Travel

    total $22,994 · management and general $9,678 · fundraising $13,316

  • 19 · Conferences, conventions and meetings

    total $45,057 · program services $7,881 · management and general $32,852 · fundraising $4,324

  • 23 · Insurance

    total $17,002 · management and general $17,002

  • 24a · Other expenses: SALARY REIMBURSEMENT

    total $386,332 · program services $154,967 · management and general $138,001 · fundraising $93,364

  • 24b · Other expenses: OTHER EDUCATIONAL PROGR

    total $247,329 · program services $247,329

  • 24c · Other expenses: THEMIS PUBLICATION

    total $151,494 · program services $81,843 · management and general $69,651

  • 24d · Other expenses: THINK PINK PROGRAM

    total $136,952 · program services $136,952

  • 24e · All other expenses

    total $117,210 · program services $2,175 · fundraising $115,035

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,180,457 · end of year $3,200,750

  • 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 $26,099,165 · end of year $29,983,250

  • 15 · Other assets

    beginning of year $10,918 · end of year $10,920

  • 17 · Accounts payable and accrued expenses

    end of year $4,237

  • 27 · Net assets without donor restrictions

    beginning of year $22,721,541 · end of year $25,437,816

  • 28 · Net assets with donor restrictions

    beginning of year $7,568,999 · end of year $7,752,867

Mission and programs · 2024

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 AWARENESS WITH A SIGNIFICANT EMPHASIS ON BREAST CANCER RESEARCH.

    Expenses $2,480,188 · Grants $1,904,753 · Revenue $1,167

  • ZETA TAU ALPHA FOUNDATION, INC. PROVIDES SCHOLARSHIPS TO QUALIFIED COLLEGE STUDENTS. IN FISCAL YEAR 2025, THE PROGRAM SERVICED 459 STUDENTS.

    Expenses $1,524,704 · Grants $1,404,344

As filed on the 2024 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

  • Stephanie Arnette Powell

    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

  • 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

Provenance

Return type
form_990
Tax year
2024
Filed
11 February 2026
IRS schema version
2024v5.5
Source object
202630429349301798

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