Civic Intelligence

Delta Zeta Foundation

EIN 31-0940640 • 501(c)3 • Oxford, OH

Profile

To advance delta zeta sorority's educational and philanthropic purposes through the development of financial and human resources.

202 East Church StreetOxford, OH 45056

www.deltazeta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.18x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.9%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

40th percentile

2.9%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Assets

Up

$20,047,838

Up $1,450,383 (+7.8%) from 2024

Liabilities

Down

$631,357

Down $65,938 (-9.5%) from 2024

Net Assets

Up

$19,416,481

Up $1,516,321 (+8.5%) from 2024

Revenue

Up

$3,511,267

Up $668,007 (+23%) from 2024

Expenses

Up

$2,797,110

Up $182,987 (+7.0%) from 2024

Net Income

Up

$714,157

Up $485,020 (+212%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $10,241,685Liabilities 2011: $738,466Net Assets 2011: $9,503,2192011Assets 2012: $10,073,329Liabilities 2012: $740,157Net Assets 2012: $9,333,1722012Assets 2013: $10,848,674Liabilities 2013: $746,776Net Assets 2013: $10,101,8982013Assets 2014: $12,559,817Liabilities 2014: $954,981Net Assets 2014: $11,604,8362014Assets 2015: $12,861,050Liabilities 2015: $4,945,227Net Assets 2015: $7,915,8232015Assets 2016: $13,456,516Liabilities 2016: $4,283,776Net Assets 2016: $9,172,7402016Assets 2017: $13,951,002Liabilities 2017: $3,177,354Net Assets 2017: $10,773,6482017Assets 2018: $14,454,147Liabilities 2018: $2,296,752Net Assets 2018: $12,157,3952018Assets 2019: $15,026,824Liabilities 2019: $1,430,153Net Assets 2019: $13,596,6712019Assets 2020: $14,958,772Liabilities 2020: $519,765Net Assets 2020: $14,439,0072020Assets 2021: $19,032,557Liabilities 2021: $757,374Net Assets 2021: $18,275,1832021Assets 2022: $16,389,397Liabilities 2022: $611,990Net Assets 2022: $15,777,4072022Assets 2023: $17,328,530Liabilities 2023: $676,912Net Assets 2023: $16,651,6182023Assets 2024: $18,597,455Liabilities 2024: $697,295Net Assets 2024: $17,900,1602024Assets 2025: $20,047,838Liabilities 2025: $631,357Net Assets 2025: $19,416,4812025

Highlighted filing

2025

Assets$20,047,838
Liabilities$631,357
Net Assets$19,416,481

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $937,2182011Expenses 2012: $1,076,0962012Expenses 2013: $1,201,4682013Revenue 2014: $2,101,505Expenses 2014: $1,455,094Net Income 2014: $646,4112014Revenue 2015: $2,357,418Expenses 2015: $5,893,039Net Income 2015: -$3,535,6212015Revenue 2016: $2,860,234Expenses 2016: $1,309,567Net Income 2016: $1,550,6672016Revenue 2017: $2,151,316Expenses 2017: $1,580,403Net Income 2017: $570,9132017Revenue 2018: $2,492,621Expenses 2018: $1,493,440Net Income 2018: $999,1812018Revenue 2019: $2,653,451Expenses 2019: $1,585,181Net Income 2019: $1,068,2702019Revenue 2020: $2,366,779Expenses 2020: $1,293,976Net Income 2020: $1,072,8032020Revenue 2021: $3,226,202Expenses 2021: $2,001,236Net Income 2021: $1,224,9662021Revenue 2022: $3,220,126Expenses 2022: $2,474,364Net Income 2022: $745,7622022Revenue 2023: $2,589,292Expenses 2023: $2,635,069Net Income 2023: -$45,7772023Revenue 2024: $2,843,260Expenses 2024: $2,614,123Net Income 2024: $229,1372024Revenue 2025: $3,511,267Expenses 2025: $2,797,110Net Income 2025: $714,1572025

Highlighted filing

2025

Revenue$3,511,267
Expenses$2,797,110
Net Income$714,157

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.0$0.63$19.4$3.51$2.80$0.71
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.70$17.9$2.84$2.61$0.23
2023Detailed filing. Detailed filing data is available for this year.$17.3$0.68$16.7$2.59$2.64$0.05
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.61$15.8$3.22$2.47$0.75
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.76$18.3$3.23$2.00$1.22
2020Detailed filing. Detailed filing data is available for this year.$15.0$0.52$14.4$2.37$1.29$1.07
2019Detailed filing. Detailed filing data is available for this year.$15.0$1.43$13.6$2.65$1.59$1.07
2018Detailed filing. Detailed filing data is available for this year.$14.5$2.30$12.2$2.49$1.49$1.00
2017Detailed filing. Detailed filing data is available for this year.$14.0$3.18$10.8$2.15$1.58$0.57
2016Detailed filing. Detailed filing data is available for this year.$13.5$4.28$9.17$2.86$1.31$1.55
2015Detailed filing. Detailed filing data is available for this year.$12.9$4.95$7.92$2.36$5.89$3.54
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.95$11.6$2.10$1.46$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.75$10.1$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.74$9.33$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.74$9.50$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.1
Gross Receipts
$3,821,865
Mission and Program Overview

Mission

To advance delta zeta sorority's educational and philanthropic purposes through the development of financial and human resources

To advance delta zeta sorority's educational and philanthropic purposes through the development of financial and human resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,733,794$18,112,075▲ $1,378,281
Land, Buildings, and Equipment, Net$1,053,371$972,415▼ $80,956
Cash and Non-Interest-Bearing Accounts$336,274$535,460▲ $199,186
Pledges and Grants Receivable$164,612$109,666▼ $54,946
Prepaid Expenses and Deferred Charges$31,205$30,368▼ $837
Accounts Receivable$21,610$22,866▲ $1,256
Inventories for Sale or Use$1,037$1,037→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$18,597,455$20,047,838▲ $1,450,383
Other Assets Total$255,552$263,951▲ $8,399
Liabilities
Accounts Payable and Accrued Expenses$697,295$631,357▼ $65,938
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$697,295$631,357▼ $65,938
Net Assets / Fund Balance
Net Assets With Donor Restrictions$14,143,407$15,275,038▲ $1,131,631
Net Assets Without Donor Restrictions$3,756,753$4,141,443▲ $384,690
Total Net Assets Fund Balance$17,900,160$19,416,481▲ $1,516,321
Total Liabilities and Net Assets / Fund Balance$18,597,455$20,047,838▲ $1,450,383

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$810,310$1,659,745$2,470,055
Equipment$62,105$261,019$323,124
Other Land Buildings$0$154,507$154,507
Land$100,000-$100,000
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,278,628$5,000▲ $573,831$0$7,531,706
2023$7,444,064$55,000▲ $589,916$0$7,278,628
2022$7,062,121$5,000▲ $526,937$0$7,444,064
2021$8,340,267$45,000▼ $1,042,449$0$7,062,121
2020$7,280,618$10,000▲ $1,376,931$0$8,340,267
Compensation and Service Providers

Board Members and Trustees

NameTitle
Margaret a PurcellPresident / Trustee
Diane StecherVice President - Museum / Trustee
Jenny Bogen MorrisonVice President / Trustee
Merry Westbrook AdamcikSecretary / Trustee
Diane Chamberlain CesarzTreasurer / Trustee
Cathy Irvin PainterTrustee
Crystal Hinson MillerTrustee
Deana Lewis KaplanTrustee
Elaine JeffersTrustee
Jeanine Petersen TriplettTrustee
Lily BarwickTrustee
Lorrie TijerinaTrustee
Trudy WheelerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,376,239
Program Service Revenue
$0
Investment Income
$1,033,019
Other Revenue
$102,009
All Other Contributions
$2,136,831
Change in Net Assets
$714,157

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,519,058
Revenue Not Reported on Financial Statements
$-7,791
Revenue Not Reported on Form 990
$766,304
Other Revenue Adjustments
$-7,791
Total Revenue per Audited Statements
$4,285,362
Total Revenue per Form 990
$3,511,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,846,918
Other Expenses$742,238
Total Fundraising Expense$532,093
Professional Fundraising Fees$207,954
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,372,326--$1,372,326
Grants to Domestic Individuals$474,592--$474,592
Fees for Services Professional Fundraising--$207,954$207,954
Depreciation Depletion$10,236$81,889$10,236$102,361
Fees for Service Investment Mgmnt Fees$0$35,860$0$35,860
Fees for Services Accounting$0$30,750$0$30,750
Office Expenses$1,261$2,517$24,162$27,940
Fees for Services Other$0$23,682$0$23,682
Occupancy$1,398$11,351$1,398$14,147
Conferences and Meetings$3,194$6,389$3,194$12,777
Fees for Services Legal$0$6,840$0$6,840
Insurance$314$5,663$315$6,292
All Other Expenses$1,683$0$0$1,683
Other Expenses$0$0$211$211
Total Functional Expenses$1,962,490$302,527$532,093$2,797,110

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,797,110
Total Expenses per Audited Statements$2,769,041
Expenses per Audited Statements$2,761,250
Expenses Not Reported on Financial Statements$35,860
Other Expense Adjustments$35,860
Expenses Not Reported on Form 990$7,791
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Starkey Hearing FoundationEdina, MN501(c)(3)Service$764,370
Delta Zeta SororityOxford, OH501(c)(7)Education and Training Program$332,500
Serious Fun Children's NetworkNorwalk, CT501(c)(3)Service$153,034
American Society for Deaf ChildrenWoodbine, MD501(c)(3)Service$122,331
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$207,954
Fundraising Direct Expenses$7,791
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Founders Day Challenge$239,408$0$1,709$-1,709
Event 2-$0-$0
Total Events$239,408$0$7,791$-7,791
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

The organization engages an outside accounting firm to prepare its form 990. Once prepared, the form 990 is reviewed by the controller, chief financial officer, chief executive officer, and foundation trustees before it is signed and filed with the internal revenue service.

Form 990, Part VI, Line 12C Conflict of interest policy

The board of trustees for the foundation is responsible for the written conflict of interest policy and monitors adherence to the policy. The foundation avoids hiring personnel who could potentially cause conflicts of interest.

Form 990, Part VI, Line 19 Required documents available to the public

The delta zeta foundation does not make its written conflict of interest policy nor its financial statements and governing documents open to public inspection.

Form 990, Part VI, Line 15A & 15B Process for Determining Compensation

No compensation is paid to the officers of the delta zeta foundation.

Filing and Contact Details

Filer

Filer Name
Delta Zeta Foundation
EIN
31-0940640
Phone
5135237597
Address
202 East Church Street, Oxford, OH 45056

Signing Officer

Name
Cynthia W Menges
Title
Chief Executive Officer
Phone
5135237597
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Forvis Mazars LLP
Address
312 Walnut Street Suite 3000, Cincinnati, OH 45202
Preparer
Aaron Hershberger
Phone
5136218300
Supplemental Narrative

Financial Statement Notes

Schedule D, Part III, Line 4 Collections of art - description of collections

The collections, which were acquired through purchases and contributions since the foundation's inception, are not recognized as assets on the statements of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired. Contributed collection items are not reflected on the financial statements. Proceeds from sales are reflected as increases in the appropriate net asset classes and are used to acquire other collection items. The museum's collections consist of furniture, art objects, and sorority memorabilia that are held for educational and archival purposes. Each of the items is cataloged, preserved, and cared for and activities verifying their existence and assessing their condition are performed continuously.

Schedule D, Part V, Line 4 Intended uses of endowment funds

The endowment funds represent contributions for which the donor has stipulated, as a condition of the gift, that the principal be maintained intact and only the investment income (or portions thereof) of the funds be expelled as the donor has specified, principally for scholarships and student financial aid.

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

Investment Expenses - -35860

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

Fundraising Event Expenses - -7791

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

Fundraising Event Expenses - 7791

Schedule D, Part XII, Line 4(B) Other expenses in form 990 not in audited financial statements

Investment Expenses - 35860

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