Civic Intelligence

Delta Zeta Foundation

990 • Fiscal year 2023 • EIN 31-0940640

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2023

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

26th percentile

0.04x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.26x

Higher debt load relative to revenue than 52% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

32nd percentile

-1.8%

Higher net margin than 32% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

49th percentile

5.7%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$17,328,530

Up $939,133 (+5.7%) from 2022

Net Assets

Up

$16,651,618

Up $874,211 (+5.5%) from 2022

Liabilities

Up

$676,912

Up $64,922 (+11%) from 2022

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin32nd percentile

Revenue

Down

$2,589,292

Down $630,834 (-20%) from 2022

Expenses

Up

$2,635,069

Up $160,705 (+6.5%) from 2022

Net Income

Down

-$45,777

Down $791,539 (-106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2023

Assets$17,328,530
Liabilities$676,912
Net Assets$16,651,618
Open 2023 Filing

Operations Trend

Revenue Growth17th 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

2023

Revenue$2,589,292
Expenses$2,635,069
Net Income-$45,777
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$3,021,489
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$14,491,233$15,402,822▲ $911,589
Land, Buildings, and Equipment, Net$1,237,038$1,140,600▼ $96,438
Cash and Non-Interest-Bearing Accounts$257,518$346,443▲ $88,925
Pledges and Grants Receivable$63,456$144,680▲ $81,224
Prepaid Expenses and Deferred Charges$78,988$24,252▼ $54,736
Accounts Receivable$21,845$21,684▼ $161
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$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$16,389,397$17,328,530▲ $939,133
Other Assets Total$238,282$247,012▲ $8,730
Liabilities
Accounts Payable and Accrued Expenses$611,990$676,912▲ $64,922
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$611,990$676,912▲ $64,922
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,490,963$13,466,639▲ $975,676
Net Assets Without Donor Restrictions$3,286,444$3,184,979▼ $101,465
Total Net Assets Fund Balance$15,777,407$16,651,618▲ $874,211
Total Liabilities and Net Assets / Fund Balance$16,389,397$17,328,530▲ $939,133

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$927,416$1,530,054$2,457,470
Equipment$113,184$187,155$300,339
Other Land Buildings$0$154,507$154,507
Land$100,000-$100,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$7,062,121$5,000▲ $526,937-$7,444,064
2021$8,340,267$45,000▼ $1,042,449-$7,062,121
2020$7,280,618$10,000▲ $1,376,931-$8,340,267
2019$7,416,658$5,000▲ $100,188-$7,280,618
2018$7,201,340$4,000▲ $401,233-$7,416,658
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Karen Martin CampbellPresident
Margaret a PurcellSecretary / Vice President
Ruth Weider PattersonVice President - Museum
Kimberly Saari JohnstonVice President / Trustee
Kimberly Slomka JonesTreasurer / Trustee
Christy Phillips-brownTrustee
Crystal Hinson MillerTrustee
Jeanine Petersen TriplettTrustee
Jill Kawa RaderstorfTrustee
Kim Anspach RutkowskiTrustee
Merry Westbrook AdamcikTrustee / Secretary
Jenny Bogen MorrisonTrustee / Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Skystone PartnersConsulting201 EAST FIFTH STREET SUITE 1900, Cincinnati, OH 45202$143,688
Revenue and Support

Revenue Composition

Contributions and Grants
$1,942,665
Program Service Revenue
$0
Investment Income
$540,693
Other Revenue
$105,934
All Other Contributions
$1,760,129
Change in Net Assets
$-45,777

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,593,158
Revenue Not Reported on Financial Statements
$-3,866
Revenue Not Reported on Form 990
$888,139
Other Revenue Adjustments
$-3,866
Total Revenue per Audited Statements
$3,481,297
Total Revenue per Form 990
$2,589,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,587,652
Other Expenses$759,572
Total Fundraising Expense$612,991
Professional Fundraising Fees$287,845
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,150,349--$1,150,349
Grants to Domestic Individuals$437,303--$437,303
Fees for Services Professional Fundraising--$287,845$287,845
Depreciation Depletion$11,135$89,081$11,135$111,351
Other Expenses$97,199$97,199$37,552$37,552
Conferences and Meetings$9,271$18,542$9,271$37,084
Fees for Service Investment Mgmnt Fees-$31,849-$31,849
Office Expenses$533$1,066$27,652$29,251
Fees for Services Accounting-$27,250-$27,250
Fees for Services Other-$23,834-$23,834
Occupancy$1,658$12,613$1,658$15,929
Fees for Services Legal-$7,421-$7,421
Insurance$281$5,056$281$5,618
Total Functional Expenses$1,708,167$313,911$612,991$2,635,069

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,635,069
Total Expenses per Audited Statements$2,607,086
Expenses per Audited Statements$2,603,220
Expenses Not Reported on Financial Statements$31,849
Other Expense Adjustments$31,849
Expenses Not Reported on Form 990$3,866
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Starkey Hearing FoundationEdina, MN501(c)(3)Service$441,934
Delta Zeta SororityOxford, OH501(c)(7)Education and Training Program$300,000
American Society for Deaf ChildrenWoodbine, MD501(c)(3)Service$219,882
SERIOUS FUN CHILDREN'S NETWORKNorwalk, CT501(c)(3)Service$166,234
Painted Turtle CampSanta Monica, CA501(c)(3)Service$21,887
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$287,845
Fundraising Direct Expenses$3,866
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Day of Giving$182,536-$97-
Total Events$182,536-$3,866$-3,866
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, 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 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, 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

“Process for determining compensation no compensation is paid to the officers of the delta zeta foundation.”

Form 990, Part VI, Section C, Line 19

“Governing documents 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
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Martin Campbell
Formed
1978
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Forvis 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

“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.”

Schedule D, Part V, Line 4

“Intended use 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.”

Part XI, Line 2D

“Other investment expenses $(31,849)”

Part XI, Line 4B

“Other fundraising event expenses $(3,866)”

Part XII, Line 2D

“Other fundraising event expenses $3,866”

Part XII, Line 4B

“Other investment expenses $31,849”

Raw XML AppendixShowing 400 of 764 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/BOYAmt0611990
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0676912
IRS990/AccountsReceivableGrp/BOYAmt021845
IRS990/AccountsReceivableGrp/EOYAmt021684
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/AllOtherContributionsAmt01760129
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0257518
IRS990/CashNonInterestBearingGrp/EOYAmt0346443
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt09271
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt018542
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09271
IRS990/ConferencesMeetingsGrp/TotalAmt037084
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0143688
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0201 EAST FIFTH STREET SUITE 1900
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CINCINNATI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd045202
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0SKYSTONE PARTNERS
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/ContriRptFundraisingEventAmt0182536
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01942665
IRS990/CYGrantsAndSimilarPaidAmt01587652
IRS990/CYInvestmentIncomeAmt0540693
IRS990/CYOtherExpensesAmt0759572
IRS990/CYOtherRevenueAmt0105934
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-45777
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02635069
IRS990/CYTotalFundraisingExpenseAmt0612991
IRS990/CYTotalProfFndrsngExpnsAmt0287845
IRS990/CYTotalRevenueAmt02589292
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt011135
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt089081
IRS990/DepreciationDepletionGrp/ProgramServicesAmt011135
IRS990/DepreciationDepletionGrp/TotalAmt0111351
IRS990/Desc0GRANTS, GIFTS AND SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt012490963
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt013466639
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt01708167
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027250
IRS990/FeesForServicesAccountingGrp/TotalAmt027250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07421
IRS990/FeesForServicesLegalGrp/TotalAmt07421
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023834
IRS990/FeesForServicesOtherGrp/TotalAmt023834
IRS990/FeesForServicesProfFundraising/FundraisingAmt0287845
IRS990/FeesForServicesProfFundraising/TotalAmt0287845
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt031849
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt031849
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
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/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.0
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN MARTIN CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm1KIMBERLY SAARI JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm2RUTH WEIDER PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3MARGARET A PURCELL
IRS990/Form990PartVIISectionAGrp/PersonNm4KIMBERLY SLOMKA JONES
IRS990/Form990PartVIISectionAGrp/PersonNm5MERRY WESTBROOK ADAMCIK
IRS990/Form990PartVIISectionAGrp/PersonNm6CRYSTAL HINSON MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7JENNY BOGEN MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRISTY PHILLIPS-BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm9JILL KAWA RADERSTORF
IRS990/Form990PartVIISectionAGrp/PersonNm10KIM ANSPACH RUTKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm11JEANINE PETERSEN TRIPLETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT / TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT - MUSEUM
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY / VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER / TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE / SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE / TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0182536
IRS990/FundraisingDirectExpensesAmt03866
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt072873
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt01587652
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0437303
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0437303
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01150349
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01150349
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0501204
IRS990/GrossReceiptsAmt03021489
IRS990/GrossRentsGrp/RealAmt0109800
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0281
IRS990/InsuranceGrp/ManagementAndGeneralAmt05056
IRS990/InsuranceGrp/ProgramServicesAmt0281
IRS990/InsuranceGrp/TotalAmt05618
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01037
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01037
IRS990/InvestmentIncomeGrp/ExclusionAmt0467820
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0467820
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014491233
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015402822
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01871716
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01237038
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01140600
IRS990/LandBldgEquipCostOrOtherBssAmt03012316
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0428331
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/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt015777407
IRS990/NetAssetsOrFundBalancesEOYAmt016651618
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt072873
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt072873
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3866
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3866
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0109800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0109800
IRS990/NetUnrlzdGainsLossesInvstAmt0919988
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03286444
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03184979
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01658
IRS990/OccupancyGrp/ManagementAndGeneralAmt012613
IRS990/OccupancyGrp/ProgramServicesAmt01658
IRS990/OccupancyGrp/TotalAmt015929
IRS990/OfficeExpensesGrp/FundraisingAmt027652
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01066
IRS990/OfficeExpensesGrp/ProgramServicesAmt0533
IRS990/OfficeExpensesGrp/TotalAmt029251
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0238282
IRS990/OtherAssetsTotalGrp/EOYAmt0247012
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Curator
IRS990/OtherExpensesGrp/Desc1Administrative Costs
IRS990/OtherExpensesGrp/Desc2Donor Recognition
IRS990/OtherExpensesGrp/FundraisingAmt0237597
IRS990/OtherExpensesGrp/FundraisingAmt137552
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt097199
IRS990/OtherExpensesGrp/ProgramServicesAmt0438
IRS990/OtherExpensesGrp/ProgramServicesAmt197199
IRS990/OtherExpensesGrp/TotalAmt0438
IRS990/OtherExpensesGrp/TotalAmt1431995
IRS990/OtherExpensesGrp/TotalAmt237552
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/PledgesAndGrantsReceivableGrp/BOYAmt063456
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0144680
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078988
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024252
IRS990/PrincipalOfficerNm0KAREN MARTIN CAMPBELL
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02060983
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01645212
IRS990/PYInvestmentIncomeAmt01053820
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0627022
IRS990/PYOtherRevenueAmt0105323
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0745762
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02474364
IRS990/PYTotalProfFndrsngExpnsAmt0202130
IRS990/PYTotalRevenueAmt03220126
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-45777
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/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01942665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02060983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01588155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01730757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01945312
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09267872
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0577620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0735104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01003588
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0503261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0620366
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03439939
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72930
IRS990ScheduleA/PublicSupportPY170Pct00.73351
IRS990ScheduleA/PublicSupportTotal170Amt09267872
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,328,530
Liabilities
$676,912
Net assets
$16,651,618
Revenue
$2,589,292
Expenses
$2,635,069
Net income
-$45,777
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