Civic Intelligence

Zeta Psi Educational Foundation

990 • Fiscal year 2018 • EIN 13-1832953

Jun 01, 2017 to May 31, 2018 • Filed on Mar 07, 2019

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

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2018 filings • NTEE B • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.02x

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

2018 filings • NTEE B • $5M-$10M nonprofits • Source year 2018

Net Margin

8th percentile

-14%

Higher net margin than 8% of similar nonprofits.

2018 filings • NTEE B • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$93,621

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2018 filings • NTEE B • $5M-$10M nonprofits • Source year 2018

Asset Growth

16th percentile

-5.4%

Faster asset growth than 16% of similar nonprofits.

2018 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-44%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$7,558,496

Down $435,250 (-5.4%) from 2017

Net Assets

Down

$7,544,403

Down $420,679 (-5.3%) from 2017

Liabilities

Down

$14,093

Down $14,571 (-51%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin8th percentile

Revenue

Down

$684,729

Down $527,418 (-44%) from 2017

Expenses

Up

$778,876

Up $56,737 (+7.9%) from 2017

Net Income

Down

-$94,147

Down $584,155 (-119%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2018

Assets$7,558,496
Liabilities$14,093
Net Assets$7,544,403
Open 2018 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

2018

Revenue$684,729
Expenses$778,876
Net Income-$94,147
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Mar 7, 2019
Return Version
2017v2.2
Gross Receipts
$684,729
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$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 Categories

AssetBook ValueDepreciationBasis
Buildings-$199,906$199,906
Land$94,075-$94,075
Leasehold Improvements$19,312$21,156$40,468
Other Assets Org$5,000--
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseTotal
M Lauck WaltonExecutive DirectorFT$93,621$93,621

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$349,018
Program Service Revenue
$0
Investment Income
$317,421
Other Revenue
$18,290
All Other Contributions
$349,018
Change in Net Assets
$-94,147

Audited Revenue Reconciliation

Revenue per Audited Statements
$684,729
Revenue Not Reported on Form 990
$193,020
Total Revenue per Audited Statements
$877,749
Total Revenue per Form 990
$684,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$778,876
Total Expenses per Audited Statements$778,876
Total Expenses per Form 990$778,876
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$39,502
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

“The form 990 is available on the premisies and by mail.”

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
2019-03-07
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 522 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/BOYAmt028664
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014093
IRS990/AccountsReceivableGrp/EOYAmt02766
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/AllOtherContributionsAmt0349018
IRS990/AllOtherExpensesGrp/FundraisingAmt06924
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt029258
IRS990/AllOtherExpensesGrp/ProgramServicesAmt017312
IRS990/AllOtherExpensesGrp/TotalAmt053494
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/BOYAmt060446
IRS990/CashNonInterestBearingGrp/EOYAmt030304
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018724
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt074897
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt093621
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0349018
IRS990/CYGrantsAndSimilarPaidAmt095752
IRS990/CYInvestmentIncomeAmt0317421
IRS990/CYOtherExpensesAmt0419911
IRS990/CYOtherRevenueAmt018290
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-94147
IRS990/CYSalariesCompEmpBnftPaidAmt0263213
IRS990/CYTotalExpensesAmt0778876
IRS990/CYTotalFundraisingExpenseAmt089494
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0684729
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt09759
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01342
IRS990/DepreciationDepletionGrp/TotalAmt011101
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/ExpenseAmt0481180
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022800
IRS990/FeesForServicesAccountingGrp/TotalAmt022800
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03515
IRS990/FeesForServicesLegalGrp/TotalAmt03515
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/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/AverageHoursPerWeekRt1235.00
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0MAURICE DUCOING
IRS990/Form990PartVIISectionAGrp/PersonNm1RONALD J CASS
IRS990/Form990PartVIISectionAGrp/PersonNm2D STUART 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/PersonNm10JON ERNESTO
IRS990/Form990PartVIISectionAGrp/PersonNm11COREY NICHOLSON
IRS990/Form990PartVIISectionAGrp/PersonNm12M 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/ReportableCompFromOrgAmt1293621
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/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/TitleTxt11Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0184212
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt056250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt056250
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt039502
IRS990/GrantsToDomesticOrgsGrp/TotalAmt039502
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0184212
IRS990/GrossReceiptsAmt0684729
IRS990/GrossRentsGrp/RealAmt018000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04552
IRS990/InsuranceGrp/ProgramServicesAmt02242
IRS990/InsuranceGrp/TotalAmt06794
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt0-19552
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0133209
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0133209
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06156194
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06522488
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0221062
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0124488
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0113387
IRS990/LandBldgEquipCostOrOtherBssAmt0334449
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/NetAssetsOrFundBalancesBOYAmt07965082
IRS990/NetAssetsOrFundBalancesEOYAmt07544403
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0184212
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0184212
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt018000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018000
IRS990/NetUnrlzdGainsLossesInvstAmt0193020
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0331137
IRS990/OtherAssetsTotalGrp/EOYAmt0473134
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LEADERSHIP TRAINING SEMIN
IRS990/OtherExpensesGrp/Desc1FUND RAISING EXPENSE
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3HEADQUARTERS-MAINTENANCE & IMP
IRS990/OtherExpensesGrp/FundraisingAmt077678
IRS990/OtherExpensesGrp/FundraisingAmt14892
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014724
IRS990/OtherExpensesGrp/ProgramServicesAmt0152877
IRS990/OtherExpensesGrp/ProgramServicesAmt113228
IRS990/OtherExpensesGrp/TotalAmt0152877
IRS990/OtherExpensesGrp/TotalAmt177678
IRS990/OtherExpensesGrp/TotalAmt218120
IRS990/OtherExpensesGrp/TotalAmt314724
IRS990/OtherRevenueMiscGrp/Desc0CLASS-ACTION SETTLEMENT
IRS990/OtherRevenueMiscGrp/Desc1GAIN(LOSS) CURRENCY EXCH.
IRS990/OtherRevenueMiscGrp/ExclusionAmt0349
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-59
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0349
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-59
IRS990/OtherRevenueTotalAmt0290
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029015
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0116060
IRS990/OtherSalariesAndWagesGrp/TotalAmt0145075
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt021278
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt017797
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04903
IRS990/PayrollTaxesGrp/ProgramServicesAmt019614
IRS990/PayrollTaxesGrp/TotalAmt024517
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0951370
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0968002
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01234956
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0366802
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01531
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01099
IRS990/PriorPeriodAdjustmentsAmt0-500000
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/ExpenseAmt056250
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0896024
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt083798
IRS990/PYInvestmentIncomeAmt0297639
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0420934
IRS990/PYOtherRevenueAmt018484
IRS990/PYRevenuesLessExpensesAmt0490008
IRS990/PYSalariesCompEmpBnftPaidAmt0217407
IRS990/PYTotalExpensesAmt0722139
IRS990/PYTotalRevenueAmt01212147
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-94147
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt018000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt063716
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030719
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0349018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0396024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01666529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0861046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0630642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03903259
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0317421
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0297639
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0278676
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0399234
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0638148
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01931118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0317421
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0297639
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0278676
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0399234
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0638148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01931118
IRS990ScheduleA/InvestmentIncomeCYPct00.32610
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt018290
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt018484
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt018811
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt015600
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015600
IRS990ScheduleA/OtherIncome509Grp/TotalAmt086785
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.65920
IRS990ScheduleA/PublicSupportTotal509Amt03903259
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0349018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0396024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01666529

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,558,496
Liabilities
$14,093
Net assets
$7,544,403
Revenue
$684,729
Expenses
$778,876
Net income
-$94,147
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