Civic Intelligence

Zeta Psi Educational Foundation

990 • Fiscal year 2022 • EIN 13-1832953

Jun 01, 2021 to May 31, 2022 • Filed on Apr 05, 2023

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

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • NTEE B • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.07x

Higher debt load relative to revenue than 30% of similar nonprofits.

2022 filings • NTEE B • $5M-$10M nonprofits • Source year 2022

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

2022 filings • NTEE B • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE B • $5M-$10M nonprofits • Source year 2022

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2022 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

160%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$8,285,772

Up $79,262 (+1.0%) from 2021

Net Assets

Down

$8,120,551

Down $38,088 (-0.5%) from 2021

Liabilities

Up

$165,221

Up $117,350 (+245%) from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin92nd percentile

Revenue

Up

$2,264,259

Up $1,392,979 (+160%) from 2021

Expenses

Up

$1,146,583

Up $413,942 (+56%) from 2021

Net Income

Up

$1,117,676

Up $979,037 (+706%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2022

Assets$8,285,772
Liabilities$165,221
Net Assets$8,120,551
Open 2022 Filing

Operations Trend

Revenue Growth96th 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

2022

Revenue$2,264,259
Expenses$1,146,583
Net Income$1,117,676
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 5, 2023
Return Version
2021v4.2
Gross Receipts
$2,482,417
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 others activities involved with soliciting contributions from individuals, foundations, corporations and others

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,269,812$6,451,687▼ $818,125
Pledges and Grants Receivable-$531,158-
Prepaid Expenses and Deferred Charges-$249,903-
Other Notes and Loans Receivable, Net$103,317$122,810▲ $19,493
Land, Buildings, and Equipment, Net$101,529$98,624▼ $2,905
Cash and Non-Interest-Bearing Accounts$136,422$51,455▼ $84,967
Savings and Temporary Cash Investments$28,332$34,820▲ $6,488
Intangible Assets$12,856$6,428▼ $6,428
Accounts Receivable$1,972$212▼ $1,760
Total Assets$8,206,510$8,285,772▲ $79,262
Other Assets Total$552,270$738,675▲ $186,405
Liabilities
Accounts Payable and Accrued Expenses$47,871$165,221▲ $117,350
Total Liabilities$47,871$165,221▲ $117,350
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,915,152$4,063,046▲ $147,894
Net Assets Without Donor Restrictions$4,243,487$4,057,505▼ $185,982
Total Net Assets Fund Balance$8,158,639$8,120,551▼ $38,088
Total Liabilities and Net Assets / Fund Balance$8,206,510$8,285,772▲ $79,262

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$199,906$199,906
Land$94,075-$94,075
Equipment$0$22,791$22,791
Leasehold Improvements$4,549$13,128$17,677
Other Assets Org$396,956--
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Tom RoerdenPast President
Maurice DucoingPresident
John SpohnVice President
M Lauck WaltonExecutive Director
Alexander PruceTrustee
Anthony AbbateTrustee
Brant DavisTrustee
D BowersTrustee
David MorrisTrustee
Evan PressmanTrustee
Geffrey VitaleTrustee
Kevin ZieglerTrustee
Les MannTrustee
Samuel ThompsonTrustee
Thomas LeavensTrustee
Aaron RonksleySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,576,813
Program Service Revenue
$0
Investment Income
$665,173
Other Revenue
$22,273
All Other Contributions
$1,576,813
Change in Net Assets
$1,117,676

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,238,481
Revenue Not Reported on Financial Statements
$25,778
Revenue Not Reported on Form 990
$-1,129,986
Total Revenue per Audited Statements
$1,108,495
Total Revenue per Form 990
$2,264,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$690,854
Salaries, Compensation, and Employee Benefits$240,348
Total Fundraising Expense$229,635
Grants and Similar Amounts Paid$215,381
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$171,194$42,798-$213,992
Grants to Domestic Individuals$162,000--$162,000
Other Expenses$57,806$143,377$227,086$57,806
Grants to Domestic Orgs$53,381--$53,381
Travel$26,117$8,706-$34,823
Fees for Services Accounting-$33,853-$33,853
Fees for Services Other$14,960$14,961-$29,921
All Other Expenses$1,408$25,300$2,549$29,257
Payroll Taxes$21,085$5,271-$26,356
Fees for Services Legal-$20,079-$20,079
Information Technology$9,501$9,501-$19,002
Occupancy$943$11,187-$12,130
Insurance$3,785$7,684-$11,469
Depreciation Depletion$2,499$6,834-$9,333
Office Expenses$187$188-$375
Total Functional Expenses$587,209$329,739$229,635$1,146,583

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,146,583
Total Expenses per Audited Statements$1,146,583
Total Expenses per Form 990$1,146,583
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Zeta Psi Fraternity IncPearl River, NY501(c)(7)Educational Grants$30,000
Zpae Housing Corp LtdChicago, IL501(c)(7)Educational Grants$13,381
Nyscda of Zeta Psi IncSanford, NC501(c)(7)Educational Grants$10,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“M. Lauck walton is the executvie director and is an employee of zeta psi fraternity. Approximately $77,030 of m. Lauck's salary is reimbursed by the foundation for his time spent working as the executive director of the foundation.”

Form 990, Part VI, Section B, Line 11B

“Return is reviewed by the officers and all trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The foundation periodically reviews its conflict of interest policy and related information. If a trustee has a conflict, the trustee cannot vote on the issue.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and form 990 is available for public inspection.”

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
Phone
8457351847
Signed
2023-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Lauck Walton
Formed
1944
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
50

Preparer

Firm
Vonlehman & Company Inc
Address
5975 CASTLE CREEK PARKWAY N DR STE, 400, INDIANAPOLIS, IN 46250
Preparer
Bryan Pautsch
Phone
3174690169
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“Zeta psi educational foundation is a new york nonprofit organization as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on relate income pursuant to the internal revenue code. The foundation has adopted the provisions of the accounting pronouncement related to accounting for uncertainty in income taxes. The foundation recognized no interest or penalties in the statement of activities for either of the years ended may 31, 2022 or 2021. If the situation arose in which the foundation would have interest to recognize, it would recognize this as interest expense and penalties would be recognized in other expenses. Currently, the prior three years are open under federal and state statutes of limitations and remain subject to review and change. The foundation is not currently under audit nor has the foundation been contacted by these jurisdictions. Based on the evaluation of the foundation's tax positions, management believes all positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions has been recorded for either of the years ended may 31, 2022 or 2021.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
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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 OTHERS ACTIVITIES INVOLVED WITH SOLICITING CONTRIBUTIONS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS AND OTHERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0469420
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt021600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt021600
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1129986
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04057505
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011187
IRS990/OccupancyGrp/ProgramServicesAmt0943
IRS990/OccupancyGrp/TotalAmt012130
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0188
IRS990/OfficeExpensesGrp/ProgramServicesAmt0187
IRS990/OfficeExpensesGrp/TotalAmt0375
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0738675
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3LEADERSHIP TRAINING SEM
IRS990/OtherExpensesGrp/FundraisingAmt0227086
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0143377
IRS990/OtherExpensesGrp/ProgramServicesAmt062343
IRS990/OtherExpensesGrp/ProgramServicesAmt157806
IRS990/OtherExpensesGrp/TotalAmt0227086
IRS990/OtherExpensesGrp/TotalAmt1143377
IRS990/OtherExpensesGrp/TotalAmt262343
IRS990/OtherExpensesGrp/TotalAmt357806
IRS990/OtherRevenueMiscGrp/BusinessCd0901101
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0171194
IRS990/OtherSalariesAndWagesGrp/TotalAmt0213992
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05271
IRS990/PayrollTaxesGrp/ProgramServicesAmt021085
IRS990/PayrollTaxesGrp/TotalAmt026356
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0531158
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0249903
IRS990/PrincipalOfficerNm0M LAUCK WALTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0LEADERSHIP & EDUCATIONAL PROGRAM CONDUCTED LEADERSHIP TRAINING SEMINARS & REGIONAL CONFERENCES ON CAMPUS AND ONLNE. VISITS BY STAFF ORGANIZED EDUCATION SEMINARS AND ENCOURAGED COMMUNITY SERVICE, WHICH BENEFITTED 700 STUDENTS DIRECTLY.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt053381
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0452961
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0256353
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IRS990/PYOtherExpensesAmt0323144
IRS990/PYOtherRevenueAmt021524
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0138639
IRS990/PYSalariesCompEmpBnftPaidAmt0153144
IRS990/PYTotalExpensesAmt0732641
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0871280
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01117676
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt021600
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028332
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034820
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0488242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0349018
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,285,772
Liabilities
$165,221
Net assets
$8,120,551
Revenue
$2,264,259
Expenses
$1,146,583
Net income
$1,117,676
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