Civic Intelligence

Zeta Psi Educational Foundation

990 • Fiscal year 2016 • EIN 13-1832953

Jun 01, 2015 to May 31, 2016 • Filed on Mar 09, 2017

Organization ProfileN/A
15 South Henry StreetPearl River, NY 10965

(845) 735-1847

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Source year 2016

Net Margin

95th percentile

57%

Higher net margin than 95% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$86,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2016 filings • NTEE B • $5M-$10M nonprofits • Source year 2016

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

55%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$7,236,513

Up $730,742 (+11%) from 2015

Net Assets

Up

$7,193,293

Up $702,715 (+11%) from 2015

Liabilities

Up

$43,220

Up $28,027 (+184%) from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

Up

$1,979,516

Up $703,636 (+55%) from 2015

Expenses

Down

$854,783

Down $50,633 (-5.6%) from 2015

Net Income

Up

$1,124,733

Up $754,269 (+204%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $5,371,969Liabilities 2011: $38,412Net Assets 2011: $5,333,5572011Assets 2012: $4,973,190Liabilities 2012: $75,556Net Assets 2012: $4,897,6342012Assets 2013: $5,842,012Liabilities 2013: $158,473Net Assets 2013: $5,683,5392013Assets 2014: $6,168,538Liabilities 2014: $48,424Net Assets 2014: $6,120,1142014Assets 2015: $6,505,771Liabilities 2015: $15,193Net Assets 2015: $6,490,5782015Assets 2016: $7,236,513Liabilities 2016: $43,220Net Assets 2016: $7,193,2932016Assets 2017: $7,993,746Liabilities 2017: $28,664Net Assets 2017: $7,965,0822017Assets 2018: $7,558,496Liabilities 2018: $14,093Net Assets 2018: $7,544,4032018Assets 2019: $7,326,313Liabilities 2019: $117,928Net Assets 2019: $7,208,3852019Assets 2020: $6,759,272Liabilities 2020: $61,114Net Assets 2020: $6,698,1582020Assets 2021: $8,206,510Liabilities 2021: $47,871Net Assets 2021: $8,158,6392021Assets 2022: $8,285,772Liabilities 2022: $165,221Net Assets 2022: $8,120,5512022Assets 2023: $7,692,351Liabilities 2023: $88,042Net Assets 2023: $7,604,3092023Assets 2024: $8,853,287Liabilities 2024: $82,150Net Assets 2024: $8,771,1372024

Highlighted filing

2016

Assets$7,236,513
Liabilities$43,220
Net Assets$7,193,293
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $658,8242011Revenue 2012: $250,529Expenses 2012: $686,452Net Income 2012: -$435,9232012Revenue 2013: $1,602,062Expenses 2013: $816,157Net Income 2013: $785,9052013Revenue 2014: $1,284,390Expenses 2014: $847,815Net Income 2014: $436,5752014Revenue 2015: $1,275,880Expenses 2015: $905,416Net Income 2015: $370,4642015Revenue 2016: $1,979,516Expenses 2016: $854,783Net Income 2016: $1,124,7332016Revenue 2017: $1,212,147Expenses 2017: $722,139Net Income 2017: $490,0082017Revenue 2018: $684,729Expenses 2018: $778,876Net Income 2018: -$94,1472018Revenue 2019: $954,865Expenses 2019: $915,776Net Income 2019: $39,0892019Revenue 2020: $710,889Expenses 2020: $1,077,902Net Income 2020: -$367,0132020Revenue 2021: $871,280Expenses 2021: $732,641Net Income 2021: $138,6392021Revenue 2022: $2,264,259Expenses 2022: $1,146,583Net Income 2022: $1,117,6762022Revenue 2023: $1,500,487Expenses 2023: $1,357,647Net Income 2023: $142,8402023Revenue 2024: $1,900,791Expenses 2024: $1,349,511Net Income 2024: $551,2802024

Highlighted filing

2016

Revenue$1,979,516
Expenses$854,783
Net Income$1,124,733
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Mar 9, 2017
Return Version
2015v3.0
Gross Receipts
$2,169,818
Mission and Program Overview

Mission

Zeta psi educational foundation is a not for profit corporation organized in 1944. The foundation is governed by a volunteer board of trustees whose mission is educational and charitable. The foundation is exempt from tax liability under section 501(c)(3) of the internal revenue code. Fundraising activities include publicizing and conducting fundraising campaigns; maintaining donor lists; conducting special fundraising events; and others activities involved with soliciting contributions from individuals, foundations, corporations and others.

Zeta Psi Educational Foundation is a not for profit corporation organized in 1944. The Foundation is governed by a volunteer Board of Trustees whose mission is educational and charitable. The Foundation is exempt from tax liability under Section 501(c) (3) of the Internal Revenue Code.Fundraising activities include publicizing and conducting fundraising campaigns; maintaining donor lists; conducting special fundraising events; and other activities involved with soliciting contributions from individuals, foundations, corporations, and others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,974,723$5,616,393▼ $358,330
Pledges and Grants Receivable-$1,025,081-
Land, Buildings, and Equipment, Net$167,673$144,537▼ $23,136
Cash and Non-Interest-Bearing Accounts$30,247$89,428▲ $59,181
Other Notes and Loans Receivable, Net$33,382$28,249▼ $5,133
Savings and Temporary Cash Investments$10,071$23,655▲ $13,584
Prepaid Expenses and Deferred Charges$11,227$644▼ $10,583
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,505,771$7,236,513▲ $730,742
Other Assets Total$278,448$308,526▲ $30,078
Liabilities
Accounts Payable and Accrued Expenses$15,193$43,220▲ $28,027
Total Liabilities$15,193$43,220▲ $28,027
Net Assets / Fund Balance
Unrestricted Net Assets$3,909,253$4,692,922▲ $783,669
Temporarily Rstr Net Assets$1,664,424$1,611,496▼ $52,928
Permanently Rstr Net Assets$916,901$888,875▼ $28,026
Total Net Assets Fund Balance$6,490,578$7,193,293▲ $702,715
Total Liabilities and Net Assets / Fund Balance$6,505,771$7,236,513▲ $730,742

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$30,950$299,695$330,645
Equipment$15,855$230,277$246,132
Buildings$3,657$196,249$199,906
Land$94,075-$94,075
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
M Lauck WaltonExecutive DirectorFT$86,000$86,000

Board Members and Trustees

NameTitle
Corey NicholsonChairman
Leslie Mann IiiPresident
Stuart BowersVice President
Bill RugglesTrustee
Edmund LucianoTrustee
Evan PressmanTrustee
James DonaldTrustee
Jay MaguireTrustee
Jon ErnestoTrustee
Maurice DucoingTrustee
Tony HodgsonTrustee
Will WoldenbergTrustee
Maclane KeySecretary
Ronald J CassTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mcelroy & Associates-202 N MONROE STREET, Media, PA 19063$108,452
Revenue and Support

Revenue Composition

Contributions and Grants
$1,666,529
Program Service Revenue
$0
Investment Income
$294,176
Other Revenue
$18,811
All Other Contributions
$1,666,529
Change in Net Assets
$1,124,733

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,979,516
Revenue Not Reported on Form 990
$-406,518
Total Revenue per Audited Statements
$1,572,998
Total Revenue per Form 990
$1,979,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$533,787
Salaries, Compensation, and Employee Benefits$241,585
Total Fundraising Expense$126,533
Grants and Similar Amounts Paid$79,411
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$105,343$26,336-$131,679
Current Officers, Directors, Trustees, and Key Employees$68,800$17,200-$86,000
All Other Expenses$24,877$47,856$2,642$75,375
Grants to Domestic Individuals$64,300--$64,300
Travel$31,861$10,620-$42,481
Other Expenses$23,233-$8,593$31,826
Payroll Taxes$19,125$4,781-$23,906
Depreciation Depletion$1,369$21,767-$23,136
Fees for Services Accounting-$22,600-$22,600
Grants to Domestic Orgs$15,111--$15,111
Insurance$3,920$7,958-$11,878
Office Expenses$822$822-$1,644
Total Functional Expenses$568,310$159,940$126,533$854,783

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$854,783
Total Expenses per Audited Statements$854,783
Total Expenses per Form 990$854,783
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$15,111
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Return is reviewed by officers and controller prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Zeta Psi Educational Foundation
EIN
13-1832953
Phone
8457351847
Address
15 SOUTH HENRY STREET, PEARL RIVER, NY 10965

Signing Officer

Name
M Lauck Walton
Title
Executive Director
Signed
2017-03-09
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
15
Independent Board Members
15
Employees
3

Preparer

Firm
Berard & Associates CPAs PC
Address
44 Park Ave, Suffern, NY 10901
Preparer
Donalee R Berard
Phone
8453575668
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt07958
IRS990/InsuranceGrp/ProgramServicesAmt03920
IRS990/InsuranceGrp/TotalAmt011878
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Zeta Psi Educational Foundation is a not for profit corporation organized in 1944. The Foundation is governed by a volunteer Board of Trustees whose mission is educational and charitable. The Foundation is exempt from tax liability under Section 501(c) (3) of the Internal Revenue Code.Fundraising activities include publicizing and conducting fundraising campaigns; maintaining donor lists; conducting special fundraising events; and other activities involved with soliciting contributions from individuals, foundations, corporations, and others.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt015600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt015600
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0822
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IRS990/OfficeExpensesGrp/TotalAmt01644
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0278448
IRS990/OtherAssetsTotalGrp/EOYAmt0308526
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LEADERSHIP TRAINING SEMIN
IRS990/OtherExpensesGrp/Desc1FUND RAISING EXPENSE
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT & EDUCATION
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt0115298
IRS990/OtherExpensesGrp/FundraisingAmt18593
IRS990/OtherExpensesGrp/ProgramServicesAmt0168439
IRS990/OtherExpensesGrp/ProgramServicesAmt141110
IRS990/OtherExpensesGrp/ProgramServicesAmt223233
IRS990/OtherExpensesGrp/TotalAmt0168439
IRS990/OtherExpensesGrp/TotalAmt1115298
IRS990/OtherExpensesGrp/TotalAmt241110
IRS990/OtherExpensesGrp/TotalAmt331826
IRS990/OtherRevenueMiscGrp/Desc0CLASS-ACTION SETTLEMENT
IRS990/OtherRevenueMiscGrp/Desc1GAIN(LOSS) CURRENCY EXCH.
IRS990/OtherRevenueMiscGrp/ExclusionAmt01951
IRS990/OtherRevenueMiscGrp/ExclusionAmt11260
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01951
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11260
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0105343
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131679
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt028249
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04781
IRS990/PayrollTaxesGrp/ProgramServicesAmt019125
IRS990/PayrollTaxesGrp/TotalAmt023906
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0888875
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01025081
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0644
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0LEADERSHIP & EDUCATIONAL PROGRAM CONDUCTED LEADERSHIP TRAINING SEMINARS & REGIONAL CONFERENCES ON CAMPUS. VISITS BY STAFF ORGANIZED EDUCATION SEMINARS AND ENCOURGAGED COMMUNITY SERVICE: WHICH OROGRAMS BENEFITED 700 STUDENTS DIRECTLY.
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherRevenueAmt015600
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IRS990/PYTotalRevenueAmt01275880
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0630642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03158217
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0638148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01316058
IRS990ScheduleA/InvestmentIncomeCYPct00.00000

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,236,513
Liabilities
$43,220
Net assets
$7,193,293
Revenue
$1,979,516
Expenses
$854,783
Net income
$1,124,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.85$0.08$8.77$1.90$1.35$0.55
2023Detailed filing. Detailed filing data is available for this year.$7.69$0.09$7.60$1.50$1.36$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.29$0.17$8.12$2.26$1.15$1.12
2021Detailed filing. Detailed filing data is available for this year.$8.21$0.05$8.16$0.87$0.73$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.76$0.06$6.70$0.71$1.08$0.37
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.12$7.21$0.95$0.92$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.56$0.01$7.54$0.68$0.78$0.09
2017Detailed filing. Detailed filing data is available for this year.$7.99$0.03$7.97$1.21$0.72$0.49
2016Detailed filing. Detailed filing data is available for this year.$7.24$0.04$7.19$1.98$0.85$1.12
2015Detailed filing. Detailed filing data is available for this year.$6.51$0.02$6.49$1.28$0.91$0.37
2014Detailed filing. Detailed filing data is available for this year.$6.17$0.05$6.12$1.28$0.85$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.16$5.68$1.60$0.82$0.79
2012Summary only. Only limited summary data is available for this year.$4.97$0.08$4.90$0.25$0.69$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.04$5.33$0.66