Civic Intelligence

Zeta Psi Educational Foundation

990 • Fiscal year 2017 • EIN 13-1832953

Jun 01, 2016 to May 31, 2017 • Filed on Apr 16, 2018

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

0.00x

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

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Net Margin

91st percentile

40%

Higher net margin than 91% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$84,298

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-39%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$7,993,746

Up $757,233 (+10%) from 2016

Net Assets

Up

$7,965,082

Up $771,789 (+11%) from 2016

Liabilities

Down

$28,664

Down $14,556 (-34%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin91st percentile

Revenue

Down

$1,212,147

Down $767,369 (-39%) from 2016

Expenses

Down

$722,139

Down $132,644 (-16%) from 2016

Net Income

Down

$490,008

Down $634,725 (-56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$7,993,746
Liabilities$28,664
Net Assets$7,965,082
Open 2017 Filing

Operations Trend

Revenue Growth4th 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

2017

Revenue$1,212,147
Expenses$722,139
Net Income$490,008
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 16, 2018
Return Version
2016v3.0
Gross Receipts
$2,233,756
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$5,616,393$6,156,194▲ $539,801
Pledges and Grants Receivable$1,025,081$1,234,956▲ $209,875
Land, Buildings, and Equipment, Net$144,537$124,488▼ $20,049
Savings and Temporary Cash Investments$23,655$63,716▲ $40,061
Cash and Non-Interest-Bearing Accounts$89,428$60,446▼ $28,982
Other Notes and Loans Receivable, Net$28,249$21,278▼ $6,971
Prepaid Expenses and Deferred Charges$644$1,531▲ $887
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$7,236,513$7,993,746▲ $757,233
Other Assets Total$308,526$331,137▲ $22,611
Liabilities
Accounts Payable and Accrued Expenses$43,220$28,664▼ $14,556
Total Liabilities$43,220$28,664▼ $14,556
Net Assets / Fund Balance
Unrestricted Net Assets$4,692,922$5,173,285▲ $480,363
Temporarily Rstr Net Assets$1,611,496$1,840,427▲ $228,931
Permanently Rstr Net Assets$888,875$951,370▲ $62,495
Total Net Assets Fund Balance$7,193,293$7,965,082▲ $771,789
Total Liabilities and Net Assets / Fund Balance$7,236,513$7,993,746▲ $757,233

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$18,626$312,019$330,645
Equipment$11,787$234,345$246,132
Buildings-$199,906$199,906
Land$94,075-$94,075
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseTotal
M Lauck WaltonExecutive DirectorFT$84,298$84,298

Board Members and Trustees

NameTitle
Corey NicholsonChairman
Leslie Mann IiiPresident
Stuart BowersVice President
Bill RugglesTrustee
Edmund LucianoTrustee
Evan PressmanTrustee
James DonaldTrustee
John SpohnTrustee
Jon ErnestoTrustee
Maurice DucoingTrustee
Will WoldenbergTrustee
Maclane KeySecretary
Ronald J CassTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$896,024
Program Service Revenue
$0
Investment Income
$297,639
Other Revenue
$18,484
All Other Contributions
$896,024
Change in Net Assets
$490,008

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,212,147
Revenue Not Reported on Form 990
$299,795
Total Revenue per Audited Statements
$1,511,942
Total Revenue per Form 990
$1,212,147
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$420,934
Salaries, Compensation, and Employee Benefits$217,407
Total Fundraising Expense$90,456
Grants and Similar Amounts Paid$83,798
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,686$22,671-$113,357
Current Officers, Directors, Trustees, and Key Employees$67,438$16,860-$84,298
All Other Expenses$20,918$20,936$10,794$52,648
Grants to Domestic Individuals$48,850--$48,850
Travel$30,592$10,198-$40,790
Grants to Domestic Orgs$34,948--$34,948
Fees for Services Accounting-$22,500-$22,500
Depreciation Depletion$1,342$18,707-$20,049
Payroll Taxes$15,802$3,950-$19,752
Other Expenses$8,003$15,082$79,662$15,082
Insurance$3,268$6,636-$9,904
Fees for Services Legal-$3,284-$3,284
Total Functional Expenses$482,855$148,828$90,456$722,139

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$722,139
Total Expenses per Audited Statements$722,139
Total Expenses per Form 990$722,139
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$34,948
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
2018-04-16
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
Raw XML AppendixShowing 400 of 527 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt043220
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028664
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Zeta 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0896024
IRS990/AllOtherExpensesGrp/FundraisingAmt010794
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020936
IRS990/AllOtherExpensesGrp/ProgramServicesAmt020918
IRS990/AllOtherExpensesGrp/TotalAmt052648
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0M DAVID HUNTER
IRS990/BooksInCareOfDetail/PhoneNum07457351847
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015 SOUTH HENRY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PEARL RIVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010965
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt089428
IRS990/CashNonInterestBearingGrp/EOYAmt060446
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016860
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt067438
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt084298
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0896024
IRS990/CYGrantsAndSimilarPaidAmt083798
IRS990/CYInvestmentIncomeAmt0297639
IRS990/CYOtherExpensesAmt0420934
IRS990/CYOtherRevenueAmt018484
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0490008
IRS990/CYSalariesCompEmpBnftPaidAmt0217407
IRS990/CYTotalExpensesAmt0722139
IRS990/CYTotalFundraisingExpenseAmt090456
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01212147
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt018707
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01342
IRS990/DepreciationDepletionGrp/TotalAmt020049
IRS990/Desc0SCHOLARSHIP PROGRAM-APPLICATIONS REC'D WERE REVIEWED & 98 SCHOLARSHIPS AWARDS WERE PROCESSED FOR 68 PERSONS RANGING IN SIZE FROM $100 TO $3,500 IN ACCORDANCE WITH INTERNAL REVENUE GUIDLINES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0434005
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022500
IRS990/FeesForServicesAccountingGrp/TotalAmt022500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03284
IRS990/FeesForServicesLegalGrp/TotalAmt03284
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1335.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0MACLANE KEY
IRS990/Form990PartVIISectionAGrp/PersonNm1RONALD J CASS
IRS990/Form990PartVIISectionAGrp/PersonNm2STUART BOWERS
IRS990/Form990PartVIISectionAGrp/PersonNm3LESLIE MANN III
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN SPOHN
IRS990/Form990PartVIISectionAGrp/PersonNm5WILL WOLDENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES DONALD
IRS990/Form990PartVIISectionAGrp/PersonNm7BILL RUGGLES
IRS990/Form990PartVIISectionAGrp/PersonNm8EVAN PRESSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9EDMUND LUCIANO
IRS990/Form990PartVIISectionAGrp/PersonNm10MAURICE DUCOING
IRS990/Form990PartVIISectionAGrp/PersonNm11JON ERNESTO
IRS990/Form990PartVIISectionAGrp/PersonNm12COREY NICHOLSON
IRS990/Form990PartVIISectionAGrp/PersonNm13M LAUCK WALTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1384298
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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/TitleTxt12Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0182164
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt048850
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt048850
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt034948
IRS990/GrantsToDomesticOrgsGrp/TotalAmt034948
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01203773
IRS990/GrossReceiptsAmt02233756
IRS990/GrossRentsGrp/RealAmt016800
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06636
IRS990/InsuranceGrp/ProgramServicesAmt03268
IRS990/InsuranceGrp/TotalAmt09904
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt0-18014
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0115475
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0115475
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05616393
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06156194
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0746270
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0144537
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0124488
IRS990/LandBldgEquipCostOrOtherBssAmt0870758
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01021609
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07193293
IRS990/NetAssetsOrFundBalancesEOYAmt07965082
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0182164
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0182164
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt016800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016800
IRS990/NetUnrlzdGainsLossesInvstAmt0299795
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0308526
IRS990/OtherAssetsTotalGrp/EOYAmt0331137
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LEADERSHIP TRAINING SEMIN
IRS990/OtherExpensesGrp/Desc1FUND RAISING EXPENSE
IRS990/OtherExpensesGrp/Desc2TECHNOLGY EXP
IRS990/OtherExpensesGrp/Desc3HEADQUARTERS-MAINTENANCE & IMP
IRS990/OtherExpensesGrp/FundraisingAmt079662
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08004
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115082
IRS990/OtherExpensesGrp/ProgramServicesAmt0161008
IRS990/OtherExpensesGrp/ProgramServicesAmt18003
IRS990/OtherExpensesGrp/TotalAmt0161008
IRS990/OtherExpensesGrp/TotalAmt179662
IRS990/OtherExpensesGrp/TotalAmt216007
IRS990/OtherExpensesGrp/TotalAmt315082
IRS990/OtherRevenueMiscGrp/Desc0CLASS-ACTION SETTLEMENT
IRS990/OtherRevenueMiscGrp/Desc1GAIN(LOSS) CURRENCY EXCH.
IRS990/OtherRevenueMiscGrp/ExclusionAmt01392
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0292
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0292
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11392
IRS990/OtherRevenueTotalAmt01684
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022671
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt090686
IRS990/OtherSalariesAndWagesGrp/TotalAmt0113357
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt028249
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt021278
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03950
IRS990/PayrollTaxesGrp/ProgramServicesAmt015802
IRS990/PayrollTaxesGrp/TotalAmt019752
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0888875
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0951370
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01025081
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01234956
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0644
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01531
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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt048850
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01666529
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt079411
IRS990/PYInvestmentIncomeAmt0294176
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0533787
IRS990/PYOtherRevenueAmt018811
IRS990/PYRevenuesLessExpensesAmt01124733
IRS990/PYSalariesCompEmpBnftPaidAmt0241585
IRS990/PYTotalExpensesAmt0854783
IRS990/PYTotalRevenueAmt01979516
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0490008
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt016800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023655
IRS990/SavingsAndTempCashInvstGrp/EOYAmt063716
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0896024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01666529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0861046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0630642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04054241
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0297639
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0278676
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0399234
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0638148
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01613697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0297639
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0278676
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0399234
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0638148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01613697
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt018484
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt018811
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt015600
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt015600
IRS990ScheduleA/OtherIncome509Grp/TotalAmt068495
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt04054241
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,993,746
Liabilities
$28,664
Net assets
$7,965,082
Revenue
$1,212,147
Expenses
$722,139
Net income
$490,008
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