Form 990, Part VI, Line 11B: Form 990 Review Process
“Return is reviewed by officers and controller prior to filing.”
Scores are not available for this record yet.
Assets
Flat$7,558,496
Flat from 2018
Net Assets
Flat$7,544,403
Flat from 2018
Liabilities
Flat$14,093
Flat from 2018
Revenue
Flat$684,729
Flat from 2018
Expenses
Flat$778,876
Flat from 2018
Net Income
Flat-$94,147
Flat from 2018
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $6,156,194 | $6,522,488 | ▲ $366,294 |
| Pledges and Grants Receivable | $1,234,956 | $366,802 | ▼ $868,154 |
| Land, Buildings, and Equipment, Net | $124,488 | $113,387 | ▼ $11,101 |
| Savings and Temporary Cash Investments | $63,716 | $30,719 | ▼ $32,997 |
| Cash and Non-Interest-Bearing Accounts | $60,446 | $30,304 | ▼ $30,142 |
| Other Notes and Loans Receivable, Net | $21,278 | $17,797 | ▼ $3,481 |
| Accounts Receivable | - | $2,766 | - |
| Prepaid Expenses and Deferred Charges | $1,531 | $1,099 | ▼ $432 |
| 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 | $7,993,746 | $7,558,496 | ▼ $435,250 |
| Other Assets Total | $331,137 | $473,134 | ▲ $141,997 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $28,664 | $14,093 | ▼ $14,571 |
| Total Liabilities | $28,664 | $14,093 | ▼ $14,571 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $5,173,285 | $4,572,363 | ▼ $600,922 |
| Temporarily Rstr Net Assets | $1,840,427 | $2,004,038 | ▲ $163,611 |
| Permanently Rstr Net Assets | $951,370 | $968,002 | ▲ $16,632 |
| Total Net Assets Fund Balance | $7,965,082 | $7,544,403 | ▼ $420,679 |
| Total Liabilities and Net Assets / Fund Balance | $7,993,746 | $7,558,496 | ▼ $435,250 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | - | $199,906 | $199,906 |
| Land | $94,075 | - | $94,075 |
| Leasehold Improvements | $19,312 | $21,156 | $40,468 |
| Other Assets Org | $5,000 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| M Lauck Walton | Executive Director | FT | $93,621 | $93,621 |
| Name | Title |
|---|---|
| Corey Nicholson | Chairman |
| Leslie Mann Iii | President |
| D Stuart Bowers | Vice President |
| Bill Ruggles | Trustee |
| Edmund Luciano | Trustee |
| Evan Pressman | Trustee |
| James Donald | Trustee |
| John Spohn | Trustee |
| Jon Ernesto | Trustee |
| Will Woldenberg | Trustee |
| Maurice Ducoing | Secretary |
| Ronald J Cass | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $419,911 |
| Salaries, Compensation, and Employee Benefits | $263,213 |
| Grants and Similar Amounts Paid | $95,752 |
| Total Fundraising Expense | $89,494 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $116,060 | $29,015 | - | $145,075 |
| Current Officers, Directors, Trustees, and Key Employees | $74,897 | $18,724 | - | $93,621 |
| Travel | $44,106 | $14,702 | - | $58,808 |
| Grants to Domestic Individuals | $56,250 | - | - | $56,250 |
| All Other Expenses | $17,312 | $29,258 | $6,924 | $53,494 |
| Grants to Domestic Orgs | $39,502 | - | - | $39,502 |
| Payroll Taxes | $19,614 | $4,903 | - | $24,517 |
| Fees for Services Accounting | - | $22,800 | - | $22,800 |
| Other Expenses | $13,228 | $14,724 | $4,892 | $14,724 |
| Depreciation Depletion | $1,342 | $9,759 | - | $11,101 |
| Insurance | $2,242 | $4,552 | - | $6,794 |
| Fees for Services Legal | - | $3,515 | - | $3,515 |
| Total Functional Expenses | $537,430 | $151,952 | $89,494 | $778,876 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $778,876 |
| Total Expenses per Audited Statements | $778,876 |
| Total Expenses per Form 990 | $778,876 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| - | - | - | - | $39,502 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“Return is reviewed by officers and controller prior to filing.”
“The form 990 is available on the premisies and by mail.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 7965082 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 7544403 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 184212 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 184212 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 18000 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 18000 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 193020 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 331137 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 473134 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | LEADERSHIP TRAINING SEMIN |
| IRS990/OtherExpensesGrp/Desc | 1 | FUND RAISING EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | Printing and Publications |
| IRS990/OtherExpensesGrp/Desc | 3 | HEADQUARTERS-MAINTENANCE & IMP |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 77678 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 4892 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 14724 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 152877 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 13228 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 152877 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 77678 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 18120 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 14724 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | CLASS-ACTION SETTLEMENT |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | GAIN(LOSS) CURRENCY EXCH. |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 349 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | -59 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 349 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | -59 |
| IRS990/OtherRevenueTotalAmt | 0 | 290 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 29015 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 116060 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 145075 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 21278 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 17797 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 4903 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 19614 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 24517 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 951370 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 968002 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 1234956 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 366802 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 1531 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1099 |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | -500000 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | LEADERSHIP & 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/ExpenseAmt | 0 | 56250 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 896024 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 83798 |
| IRS990/PYInvestmentIncomeAmt | 0 | 297639 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 420934 |
| IRS990/PYOtherRevenueAmt | 0 | 18484 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 490008 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 217407 |
| IRS990/PYTotalExpensesAmt | 0 | 722139 |
| IRS990/PYTotalRevenueAmt | 0 | 1212147 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -94147 |
| IRS990/RegularMonitoringEnfrcInd | 0 | false |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 18000 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 63716 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 30719 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 349018 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 396024 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1666529 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 861046 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 630642 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 3903259 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 317421 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 297639 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 278676 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 399234 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 638148 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1931118 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 317421 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 297639 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 278676 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 399234 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 638148 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 1931118 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.32610 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 18290 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 18484 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18811 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 15600 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15600 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 86785 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.65920 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 3903259 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 349018 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 396024 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1666529 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.