Civic Intelligence

Delta Zeta Foundation

990 • Fiscal year 2014 • EIN 31-0940640

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 03, 2015

Organization ProfileWWW.DELTAZETA.ORG
202 East Church StreetSuite45056

(513) 523-7597

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.08x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.45x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$12,559,817

Up $1,711,143 (+16%) from 2013

Net Assets

Up

$11,604,836

Up $1,502,938 (+15%) from 2013

Liabilities

Up

$954,981

Up $208,205 (+28%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin84th percentile

Revenue

$2,101,505

No earlier filing loaded for comparison.

Expenses

Up

$1,455,094

Up $253,626 (+21%) from 2013

Net Income

$646,411

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$12,559,817
Liabilities$954,981
Net Assets$11,604,836
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$2,101,505
Expenses$1,455,094
Net Income$646,411
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 3, 2015
Return Version
2013v4.0
Gross Receipts
$10,347,950
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$8,408,194$9,726,547▲ $1,318,353
Land, Buildings, and Equipment, Net$1,518,501$1,483,253▼ $35,248
Cash and Non-Interest-Bearing Accounts$717,051$1,135,797▲ $418,746
Accounts Receivable$14,545$21,643▲ $7,098
Pledges and Grants Receivable$12,500$1,688▼ $10,812
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$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$10,848,674$12,559,817▲ $1,711,143
Other Assets Total$177,883$190,889▲ $13,006
Liabilities
Accounts Payable and Accrued Expenses$599,593$902,744▲ $303,151
Deferred Revenue$0$26,250▲ $26,250
Mortgage Notes Payable Secured by Investment Property$147,183$25,987▼ $121,196
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$746,776$954,981▲ $208,205
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,186,979$6,648,956▲ $1,461,977
Permanently Rstr Net Assets$3,765,447$3,765,447→ $0
Unrestricted Net Assets$1,149,472$1,190,433▲ $40,961
Total Net Assets Fund Balance$10,101,898$11,604,836▲ $1,502,938
Total Liabilities and Net Assets / Fund Balance$10,848,674$12,559,817▲ $1,711,143

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,224,084$982,668$2,206,752
Other Land Buildings$159,169$318,058$477,227
Land$100,000-$100,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,765,447---$3,765,447
2012$3,765,447---$3,765,447
2011$3,763,359$2,088--$3,765,447
2010$3,750,280$13,079--$3,763,359
2009$3,611,400$138,880--$3,750,280
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Marvona Easley TavlinFoundation President, Trustee
Barbara PorembaFoundation Trustee
Jane SpurgeonFoundation Trustee
Virginia Gilbert LoftinFoundation Trustee
Nancy RussellSecretary/treasurer, Trustee
Jeanine Petersen TriplettTrustee
Ruth Weider PattersonVP - Museum, Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,442,358
Program Service Revenue
$0
Investment Income
$482,382
Other Revenue
$176,765
All Other Contributions
$1,442,358
Change in Net Assets
$646,411

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,101,505
Revenue Not Reported on Form 990
$856,527
Total Revenue per Audited Statements
$2,958,032
Total Revenue per Form 990
$2,101,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$791,481
Other Expenses$509,349
Total Fundraising Expense$390,300
Professional Fundraising Fees$154,264
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$590,981--$590,981
Grants to Domestic Individuals$200,500--$200,500
Fees for Services Professional Fundraising--$154,264$154,264
Depreciation Depletion$10,249$81,989$10,249$102,487
Other Expenses$263$4,747$69,197$69,197
All Other Expenses$1,040$29,000$17,598$47,638
Fees for Services Accounting-$19,800-$19,800
Conferences and Meetings$3,429$6,856$3,429$13,714
Fees for Services Legal-$8,252-$8,252
Fees for Services Other-$7,841-$7,841
Interest$312$5,613$312$6,237
Occupancy$1,358$2,716$1,358$5,432
Insurance$193$3,475$193$3,861
Office Expenses$827$1,653$827$3,307
Total Functional Expenses$851,002$213,792$390,300$1,455,094

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,455,094
Total Expenses per Audited Statements$1,455,094
Total Expenses per Form 990$1,455,094
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
36-3297852-501(c)(3)Scholarship$226,814
---Scholarship$159,173
53-0199507-501(c)(3)Scholarship$90,028
95-4612481-501(c)(3)Scholarship$62,999
---Scholarship$44,506
---Scholarship$7,461
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$154,264
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 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

Part VI, Question 11B

“The Form 990 for the Delta Zeta Foundation is prepared by PricewaterhouseCoopers, LLP, an accounting firm. Once prepared, the return is reviewed by the Business controller and then the Executive Director of the foundation before it is signed and filed with the Internal Revenue Service.”

Part VI, Section C, Question 19

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

Part VI, Question 15

“No compensation is paid to the officers of the delta zeta foundation”

Part VI, Section B, Line 12C

“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.”

Filing and Contact Details

Filer

EIN
31-0940640
In Care Of
% JOHN J GOTTSCHALL
Phone
5135237597

Signing Officer

Name
Cynthia Menges
Title
Executive Director
Phone
5135237597
Signed
2015-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marvona Easley Tavlin
Formed
1978
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Preparer
Joseph N Waller
Phone
5135237597
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A

“The collections, which were acquired through purchases and contributions since the Foundation's inception, are not recognized as assets on the statement 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 or insurance recoveries are reflected as increases in the appropriate net asset classes. 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.”

Part III, Line 4

“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.”

Part V, Line 4

“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.”

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IRS990/MissionDesc0TO ADVANCE DELTA ZETA SORORITY'S EDUCATIONAL AND PHILANTHROPIC PURPOSES THROUGH THE DEVELOPMENT OF FINANCIAL AND HUMAN RESOURCES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0147183
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt025987
IRS990/NetAssetsOrFundBalancesBOYAmt010101898
IRS990/NetAssetsOrFundBalancesEOYAmt011604836
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0113886
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0113886
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0109800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0856527
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01358
IRS990/OccupancyGrp/ManagementAndGeneralAmt02716
IRS990/OccupancyGrp/ProgramServicesAmt01358
IRS990/OccupancyGrp/TotalAmt05432
IRS990/OfficeExpensesGrp/FundraisingAmt0827
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01653
IRS990/OfficeExpensesGrp/ProgramServicesAmt0827
IRS990/OfficeExpensesGrp/TotalAmt03307
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0177883
IRS990/OtherAssetsTotalGrp/EOYAmt0190889
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SOLICITATION COSTS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE COSTS
IRS990/OtherExpensesGrp/Desc2REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc3DONOR RECOGNITION
IRS990/OtherExpensesGrp/FundraisingAmt030310
IRS990/OtherExpensesGrp/FundraisingAmt1102300
IRS990/OtherExpensesGrp/FundraisingAmt2263
IRS990/OtherExpensesGrp/FundraisingAmt369197
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt041850
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14747
IRS990/OtherExpensesGrp/ProgramServicesAmt041850
IRS990/OtherExpensesGrp/ProgramServicesAmt1263
IRS990/OtherExpensesGrp/TotalAmt030310
IRS990/OtherExpensesGrp/TotalAmt1186000
IRS990/OtherExpensesGrp/TotalAmt25273
IRS990/OtherExpensesGrp/TotalAmt369197
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03765447
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03765447
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01688
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARVONA EASLEY TAVLIN
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01206448
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0587900
IRS990/PYInvestmentIncomeAmt01185042
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0532856
IRS990/PYOtherRevenueAmt0139175
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01329197
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01201468
IRS990/PYTotalProfFndrsngExpnsAmt080712
IRS990/PYTotalRevenueAmt02530665
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0646411
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0109800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt066965
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt066965
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01442358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01206448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0976167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0760188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0936671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05321832
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0545261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0301811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0315367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0304522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0349734
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01816695
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74551
IRS990ScheduleA/PublicSupportPY170Pct00.73105
IRS990ScheduleA/PublicSupportTotal170Amt05321832
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01442358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01206448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0976167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0760188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0936671
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05321832
IRS990ScheduleA/TotalSupportAmt07138527
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01224084
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0982668
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02206752
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03765447
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03765447
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03765447
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03765447
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03763359
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02088
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03765447
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03750280
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt013079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03763359
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03611400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0138880
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03750280
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01455094
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0856527
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0159169
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0318058
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0477227
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0856527
IRS990ScheduleD/RevenueSubtotalAmt02101505
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The collections, which were acquired through purchases and contributions since the Foundation's inception, are not recognized as assets on the statement 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 or insurance recoveries are reflected as increases in the appropriate net asset classes. 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1a
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01483253
IRS990ScheduleD/TotalExpensesPerForm990Amt01455094
IRS990ScheduleD/TotalRevenuePerForm990Amt02101505
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02958032
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01455094
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0direct mail soliciting
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1planned giving
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt2news letters
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt3FUNDRAISING CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt4FUNDRAISING CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd1false
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd2false
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd3false
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd4false
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0GABRIEL GROUP
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm1The Stelter Company
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm2THE PURSUANT GROUP
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm3SKYSTONE PARTNERS LLC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,559,817
Liabilities
$954,981
Net assets
$11,604,836
Revenue
$2,101,505
Expenses
$1,455,094
Net income
$646,411
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