Civic Intelligence

Delta Zeta Foundation

990 • Fiscal year 2016 • EIN 31-0940640

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization ProfileWWW.DELTAZETA.ORG
202 East Church StreetOxford, OH 45056

(513) 523-7597

Siviq Scores

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

Liabilities / Assets

58th percentile

0.32x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

1.50x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

62nd percentile

4.6%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

21%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$13,456,516

Up $595,466 (+4.6%) from 2015

Net Assets

Up

$9,172,740

Up $1,256,917 (+16%) from 2015

Liabilities

Down

$4,283,776

Down $661,451 (-13%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin93rd percentile

Revenue

Up

$2,860,234

Up $502,816 (+21%) from 2015

Expenses

Down

$1,309,567

Down $4,583,472 (-78%) from 2015

Net Income

Up

$1,550,667

Up $5,086,288 (+144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2016

Assets$13,456,516
Liabilities$4,283,776
Net Assets$9,172,740
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

2016

Revenue$2,860,234
Expenses$1,309,567
Net Income$1,550,667
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$3,855,184
Mission and Program Overview

Mission

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$10,244,905$10,555,243▲ $310,338
Land, Buildings, and Equipment, Net$1,427,074$1,392,588▼ $34,486
Cash and Non-Interest-Bearing Accounts$874,694$958,210▲ $83,516
Pledges and Grants Receivable$100,000$295,191▲ $195,191
Accounts Receivable$32,036$45,614▲ $13,578
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$12,861,050$13,456,516▲ $595,466
Other Assets Total$182,341$209,670▲ $27,329
Liabilities
Accounts Payable and Accrued Expenses$1,826,453$4,283,776▲ $2,457,323
Mortgage Notes Payable Secured by Investment Property$3,116,274$0▼ $3,116,274
Deferred Revenue$2,500$0▼ $2,500
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$4,945,227$4,283,776▼ $661,451
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,655,761$5,843,535▼ $1,812,226
Permanently Rstr Net Assets$3,772,587$3,795,594▲ $23,007
Unrestricted Net Assets$-3,512,525$-466,389▲ $3,046,136
Total Net Assets Fund Balance$7,915,823$9,172,740▲ $1,256,917
Total Liabilities and Net Assets / Fund Balance$12,861,050$13,456,516▲ $595,466

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,127,767$1,088,092$2,215,859
Other Land Buildings$164,821$376,225$541,046
Land$100,000-$100,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,835,119$23,007▲ $47,698-$6,720,805
2014$6,868,890$7,140▲ $236,526$277,437$6,835,119
2013$6,868,890---$6,868,890
2012$6,868,890---$6,868,890
2011$6,866,802$2,088--$6,868,890
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Virginia Gilbert LoftinPresident, Trustee
Jane SpurgeonVice President
Barbara PorembaFoundation Trustee
Nancy RussellSecretary/treasurer, Trustee
Diane M StecherTrustee
Marvona Easley TavlinTrustee
Rachael Renken SimmonsTrustee
Tiffany Boyd AdamsTrustee
Ruth Weider PattersonVP - Museum, Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,387,226
Program Service Revenue
$0
Investment Income
$351,532
Other Revenue
$121,476
All Other Contributions
$2,387,226
Change in Net Assets
$1,550,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,860,234
Revenue Not Reported on Form 990
$-293,750
Total Revenue per Audited Statements
$2,566,484
Total Revenue per Form 990
$2,860,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$560,860
Total Fundraising Expense$481,598
Other Expenses$460,346
Professional Fundraising Fees$288,361
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$368,360--$368,360
Fees for Services Professional Fundraising--$288,361$288,361
Grants to Domestic Individuals$192,500--$192,500
Depreciation Depletion$10,589$84,713$10,589$105,891
Office Expenses$1,197$3,144$26,346$30,687
Fees for Service Investment Mgmnt Fees-$25,659-$25,659
Conferences and Meetings$6,235$12,471$6,235$24,941
Fees for Services Other-$8,048-$8,048
Occupancy$1,239$4,231$1,239$6,709
Fees for Services Legal-$6,464-$6,464
Insurance$214$3,848$214$4,276
Other Expenses$2,362$4,637$36,156$2,362
Total Functional Expenses$628,854$199,115$481,598$1,309,567

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,309,567
Total Expenses per Audited Statements$1,309,567
Total Expenses per Form 990$1,309,567
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Painted Turtle FoundationSanta Monica, CA501(c)(3)Scholarship$200,000
Delta Zeta SororityOxford, OH501(c)(7)Scholarship$150,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$288,361
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
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, Section B, Line 11B

“Review of the form 990 the organization engages an outside accounting firm to prepare its form 990. Once prepared, the form 990 is reviewed by the business controller and the executive director before it is signed and filed with the internal revenue service.”

Form 990, Part VI, Section B, 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, Section B, Line 15A & 15B

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

Form 990, Part VI, Section C, Line 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.”

Filing and Contact Details

Filer

Filer Name
Delta Zeta Foundation
EIN
31-0940640
In Care Of
% JOHN J GOTTSCHALL
Phone
5135237597
Address
202 EAST CHURCH STREET, OXFORD, OH 45056

Signing Officer

Name
Cynthia W Menges
Title
Executive Director
Phone
5135237597
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cynthia W Menges
Formed
1978
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Bkd Llp
Address
312 WALNUT STREET SUITE 3000, CINCINNATI, OH 45202
Preparer
Aaron Hershberger
Phone
5136218300
Supplemental Narrative

Financial Statement Notes

Part III, Line 4

“Museum 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.”

Part V, Line 4

“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.”

Raw XML AppendixShowing 400 of 693 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/BOYAmt01826453
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04283776
IRS990/AccountsReceivableGrp/BOYAmt032036
IRS990/AccountsReceivableGrp/EOYAmt045614
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0to advance delta zeta sorority's educational and philanthropic purposes through the development of financial and human resources.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt02387226
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JOHN J GOTTSCHALL
IRS990/BooksInCareOfDetail/PhoneNum05135237597
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0202 E CHURCH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045056
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0874694
IRS990/CashNonInterestBearingGrp/EOYAmt0958210
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt06235
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt012471
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt06235
IRS990/ConferencesMeetingsGrp/TotalAmt024941
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02387226
IRS990/CYGrantsAndSimilarPaidAmt0560860
IRS990/CYInvestmentIncomeAmt0351532
IRS990/CYOtherExpensesAmt0460346
IRS990/CYOtherRevenueAmt0121476
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01550667
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01309567
IRS990/CYTotalFundraisingExpenseAmt0481598
IRS990/CYTotalProfFndrsngExpnsAmt0288361
IRS990/CYTotalRevenueAmt02860234
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02500
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt010589
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt084713
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010589
IRS990/DepreciationDepletionGrp/TotalAmt0105891
IRS990/Desc0grants, gifts and scholarships
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0628854
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06464
IRS990/FeesForServicesLegalGrp/TotalAmt06464
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08048
IRS990/FeesForServicesOtherGrp/TotalAmt08048
IRS990/FeesForServicesProfFundraising/FundraisingAmt0288361
IRS990/FeesForServicesProfFundraising/TotalAmt0288361
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt025659
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025659
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt620.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt48.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt58.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt68.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt78.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt88.0
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0MARVONA EASLEY TAVLIN
IRS990/Form990PartVIISectionAGrp/PersonNm1RUTH WEIDER PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2NANCY RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm3VIRGINIA GILBERT LOFTIN
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA POREMBA
IRS990/Form990PartVIISectionAGrp/PersonNm5JANE SPURGEON
IRS990/Form990PartVIISectionAGrp/PersonNm6DIANE M STECHER
IRS990/Form990PartVIISectionAGrp/PersonNm7TIFFANY BOYD ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm8RACHAEL RENKEN SIMMONS
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/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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP - MUSEUM, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4FOUNDATION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-46555
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0560860
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0192500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0192500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0368360
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0368360
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0948395
IRS990/GrossReceiptsAmt03855184
IRS990/GrossRentsGrp/RealAmt0109800
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0214
IRS990/InsuranceGrp/ManagementAndGeneralAmt03848
IRS990/InsuranceGrp/ProgramServicesAmt0214
IRS990/InsuranceGrp/TotalAmt04276
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0398087
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0398087
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010244905
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010555243
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01464317
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01427074
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01392588
IRS990/LandBldgEquipCostOrOtherBssAmt02856905
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0994950
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/BOYAmt03116274
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt07915823
IRS990/NetAssetsOrFundBalancesEOYAmt09172740
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-46555
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-46555
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0109800
IRS990/NetUnrlzdGainsLossesInvstAmt0-293750
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01239
IRS990/OccupancyGrp/ManagementAndGeneralAmt04231
IRS990/OccupancyGrp/ProgramServicesAmt01239
IRS990/OccupancyGrp/TotalAmt06709
IRS990/OfficeExpensesGrp/FundraisingAmt026346
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03144
IRS990/OfficeExpensesGrp/ProgramServicesAmt01197
IRS990/OfficeExpensesGrp/TotalAmt030687
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0182341
IRS990/OtherAssetsTotalGrp/EOYAmt0209670
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Administrative Costs
IRS990/OtherExpensesGrp/Desc1Real Estate Taxes
IRS990/OtherExpensesGrp/Desc2Donor Recognition
IRS990/OtherExpensesGrp/Desc3CURATOR
IRS990/OtherExpensesGrp/FundraisingAmt0112200
IRS990/OtherExpensesGrp/FundraisingAmt1258
IRS990/OtherExpensesGrp/FundraisingAmt236156
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt045900
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14637
IRS990/OtherExpensesGrp/ProgramServicesAmt045900
IRS990/OtherExpensesGrp/ProgramServicesAmt1258
IRS990/OtherExpensesGrp/ProgramServicesAmt22362
IRS990/OtherExpensesGrp/TotalAmt0204000
IRS990/OtherExpensesGrp/TotalAmt15153
IRS990/OtherExpensesGrp/TotalAmt236156
IRS990/OtherExpensesGrp/TotalAmt32362
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/BOYAmt03772587
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03795594
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0100000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0295191
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CYNTHIA W MENGES
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01765649
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05156597
IRS990/PYInvestmentIncomeAmt0471790
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0535648
IRS990/PYOtherRevenueAmt0119979
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3535621
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05893039
IRS990/PYTotalProfFndrsngExpnsAmt0200794
IRS990/PYTotalRevenueAmt02357418
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01550667
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0109800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt011676
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt011676
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02387226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01765649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01442358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01206448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0976167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07777848
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0519563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0478569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0545261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0301811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0315367
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02160571
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78260
IRS990ScheduleA/PublicSupportPY170Pct00.75970
IRS990ScheduleA/PublicSupportTotal170Amt07777848
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02387226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01765649
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01442358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01206448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0976167
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07777848
IRS990ScheduleA/TotalSupportAmt09938419
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/BoardDesignatedBalanceEOYPct00.00100
IRS990ScheduleD/BuildingsGrp/BookValueAmt01127767
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01088092
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02215859
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06835119
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt023007
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06720805
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0185019
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt047698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06868890
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07140
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06835119
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0236526
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0277437
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06868890
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06868890
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06868890
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06868890
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06866802

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,456,516
Liabilities
$4,283,776
Net assets
$9,172,740
Revenue
$2,860,234
Expenses
$1,309,567
Net income
$1,550,667
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