Civic Intelligence

Delta Zeta Sorority

EIN 35-0267676 • 501(c)7 • Oxford, OH

View Organization Page

Profile

delta zeta sorority is the international headquarters for delta zeta collegiate and alumnae chapters around the u.s. in this capacity, it provides guidance, support and services to the chapters, which are affiliated local groups of members.

202 East Church StreetOxford, OH 45056

www.deltazeta.org

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.17x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)7 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.83x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)7 • $25M-$50M nonprofits • Source year 2024

Net Margin

53rd percentile

7.4%

Higher net margin than 53% of similar nonprofits.

501(c)7 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

50th percentile

5.0%

Faster asset growth than 50% of similar nonprofits.

501(c)7 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

29th percentile

3.4%

Faster revenue growth than 29% of similar nonprofits.

501(c)7 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$40,002,156

Up $1,160,544 (+3.0%) from 2023

Liabilities

Down

$6,670,388

Down $873,764 (-12%) from 2023

Net Assets

Up

$33,331,768

Up $2,034,308 (+6.5%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin53rd percentile

Revenue

Up

$8,019,410

Up $847,065 (+12%) from 2023

Expenses

Up

$7,422,331

Up $1,163,249 (+19%) from 2023

Net Income

Down

$597,079

Down $316,184 (-35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$60M$40M$20M$0Assets 2011: $19,806,095Liabilities 2011: $4,114,402Net Assets 2011: $15,691,6932011Assets 2012: $22,722,874Liabilities 2012: $6,441,695Net Assets 2012: $16,281,1792012Assets 2013: $23,481,051Liabilities 2013: $5,749,338Net Assets 2013: $17,731,7132013Assets 2014: $25,855,867Liabilities 2014: $5,764,266Net Assets 2014: $20,091,6012014Assets 2015: $31,454,752Liabilities 2015: $10,199,264Net Assets 2015: $21,255,4882015Assets 2016: $32,528,109Liabilities 2016: $11,049,764Net Assets 2016: $21,478,3452016Assets 2017: $32,784,299Liabilities 2017: $10,028,801Net Assets 2017: $22,755,4982017Assets 2018: $33,719,653Liabilities 2018: $9,806,460Net Assets 2018: $23,913,1932018Assets 2019: $33,575,336Liabilities 2019: $8,893,521Net Assets 2019: $24,681,8152019Assets 2020: $33,426,008Liabilities 2020: $8,179,340Net Assets 2020: $25,246,6682020Assets 2021: $38,933,646Liabilities 2021: $7,547,148Net Assets 2021: $31,386,4982021Assets 2022: $36,313,769Liabilities 2022: $7,168,531Net Assets 2022: $29,145,2382022Assets 2023: $38,841,612Liabilities 2023: $7,544,152Net Assets 2023: $31,297,4602023Assets 2024: $40,002,156Liabilities 2024: $6,670,388Net Assets 2024: $33,331,7682024

Highlighted filing

2024

Assets$40,002,156
Liabilities$6,670,388
Net Assets$33,331,768
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$10M$5.0M$0Expenses 2011: $3,377,5862011Expenses 2012: $3,216,7632012Expenses 2013: $3,990,6572013Revenue 2014: $5,829,390Expenses 2014: $4,457,590Net Income 2014: $1,371,8002014Revenue 2015: $6,323,524Expenses 2015: $4,989,727Net Income 2015: $1,333,7972015Revenue 2016: $6,114,862Expenses 2016: $5,584,343Net Income 2016: $530,5192016Revenue 2017: $6,993,063Expenses 2017: $6,909,351Net Income 2017: $83,7122017Revenue 2018: $6,507,231Expenses 2018: $5,874,831Net Income 2018: $632,4002018Revenue 2019: $7,257,370Expenses 2019: $6,824,808Net Income 2019: $432,5622019Revenue 2020: $6,523,338Expenses 2020: $5,873,376Net Income 2020: $649,9622020Revenue 2021: $8,175,016Expenses 2021: $5,007,511Net Income 2021: $3,167,5052021Revenue 2022: $7,506,061Expenses 2022: $5,975,222Net Income 2022: $1,530,8392022Revenue 2023: $7,172,345Expenses 2023: $6,259,082Net Income 2023: $913,2632023Revenue 2024: $8,019,410Expenses 2024: $7,422,331Net Income 2024: $597,0792024

Highlighted filing

2024

Revenue$8,019,410
Expenses$7,422,331
Net Income$597,079
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,002,156
Liabilities
$6,670,388
Net assets
$33,331,768
Revenue
$8,019,410
Expenses
$7,422,331
Net income
$597,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.0$6.67$33.3$8.02$7.42$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$7.54$31.3$7.17$6.26$0.91
2022Detailed filing. Detailed filing data is available for this year.$36.3$7.17$29.1$7.51$5.98$1.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.9$7.55$31.4$8.18$5.01$3.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$8.18$25.2$6.52$5.87$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$8.89$24.7$7.26$6.82$0.43
2018Detailed filing. Detailed filing data is available for this year.$33.7$9.81$23.9$6.51$5.87$0.63
2017Detailed filing. Detailed filing data is available for this year.$32.8$10.0$22.8$6.99$6.91$0.08
2016Detailed filing. Detailed filing data is available for this year.$32.5$11.0$21.5$6.11$5.58$0.53
2015Detailed filing. Detailed filing data is available for this year.$31.5$10.2$21.3$6.32$4.99$1.33
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$5.76$20.1$5.83$4.46$1.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$5.75$17.7$3.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$6.44$16.3$3.22
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$4.11$15.7$3.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$9,386,103
Mission and Program Overview

Mission

Delta zeta sorority is the international headquarters for delta zeta collegiate and alumnae chapters around the u.s. In this capacity, it provides guidance, support and services to the chapters, which are affiliated local groups of members.

Delta zeta sorority is the international headquarters for delta zeta collegiate and alumnae chapters around the u.s. And provides guidance, support and services to the chapters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,060,425$25,429,477▲ $2,369,052
Land, Buildings, and Equipment, Net$11,511,779$11,157,461▼ $354,318
Cash and Non-Interest-Bearing Accounts$1,604,052$948,200▼ $655,852
Prepaid Expenses and Deferred Charges$290,899$377,163▲ $86,264
Investments Other Securities$275,000$275,000→ $0
Accounts Receivable$112,803$135,173▲ $22,370
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$38,841,612$40,002,156▲ $1,160,544
Other Assets Total$1,986,654$1,679,682▼ $306,972
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,615,439$4,988,508▼ $626,931
Other Liabilities$1,176,571$869,599▼ $306,972
Accounts Payable and Accrued Expenses$365,567$634,006▲ $268,439
Deferred Revenue$386,575$178,275▼ $208,300
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,544,152$6,670,388▼ $873,764
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,380,866$17,346,053▲ $1,965,187
Net Assets Without Donor Restrictions$15,916,594$15,985,715▲ $69,121
Total Net Assets Fund Balance$31,297,460$33,331,768▲ $2,034,308
Total Liabilities and Net Assets / Fund Balance$38,841,612$40,002,156▲ $1,160,544

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,040,554$8,480,812$17,521,366
Land$1,545,855-$1,545,855
Equipment$351,251$754,004$1,105,255
Leasehold Improvements$219,801$766,796$986,597
Other Land Buildings$0$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia Winslow MengesChief Executive OfficerFT$406,514$53,728$460,242
John GottschallExecutive Vice PresidentFT$334,227$28,728$362,955
Alicia FavataChief Advancement OfficerFT$106,159$7,431$113,590
William FrankenbergerChief Learning OfficerFT$102,511$7,176$109,687
Sarah MccrackenChief Strategic OfficerFT$100,007$7,000$107,007

Board Members and Trustees

NameTitle
Cathy Irvin PainterNational President
Christy Phillips-brownPast National President
Amy Wade GambleNational Vice President
Ani Rodriguez-newbernNational Vice President
Laura Baxter HedenbergNational Vice President
Lauren Davis CampbellNational Vice President
Stacey Wheeler SlaughterNational Vice President
Phyllis Sundberg DavisNatl Panhellenic Conference Delegate

Highest Paid Contractors

ContractorServicesLocationCompensation
Bonnet Creek Hilton Lessee LLCEvent Services14100 Bonnett Creek Resort Lane, Orlando, FL 32821$919,411
Marriott Dfw AirportEvent ServicesPO Box 733737, Dallas, TX 75373$211,487
O'design Productions And ConsultingEvent Services46315 Amanda Ranch Circle, Parket, CO 80138$199,744
Royle PrintingPrinting Services745 South Bird St, Sun Prairie, WI 53590$194,535
BilhighwayBilling Services363 W Big Beaver Rd, Troy, MI 48084$185,732
Revenue and Support

Revenue Composition

Contributions and Grants
$330,000
Program Service Revenue
$3,655,001
Investment Income
$1,016,291
Other Revenue
$3,018,118
All Other Contributions
$5,000
Change in Net Assets
$597,079

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,963,777
Revenue Not Reported on Financial Statements
$55,633
Revenue Not Reported on Form 990
$1,437,229
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$9,401,006
Total Revenue per Form 990
$8,019,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,354,350
Salaries, Compensation, and Employee Benefits$3,053,792
Grants and Similar Amounts Paid$14,189
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,694,008
Conferences and Meetings---$1,335,078
Current Officers, Directors, Trustees, and Key Employees---$823,197
Depreciation Depletion---$500,440
Office Expenses---$400,470
All Other Expenses---$306,341
Fees for Services Other---$251,007
Payroll Taxes---$223,262
Other Employee Benefits---$205,327
Occupancy---$205,309
Interest---$202,806
Other Expenses---$141,624
Pension Plan Contributions---$107,998
Information Technology---$61,732
Fees for Service Investment Mgmnt Fees---$55,633
Fees for Services Accounting---$44,900
Insurance---$24,446
Fees for Services Legal---$21,254
Grants to Domestic Orgs---$14,189
Total Functional Expenses$0$0$0$7,422,331

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,422,331
Expenses per Audited Statements$7,366,698
Total Expenses per Audited Statements$7,366,698
Expenses Not Reported on Financial Statements$55,633
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delta Zeta FoundationOxford, OH501(c)(3)Scholarships$14,189
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$869,599
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

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

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

“The board of directors for the delta zeta sorority is responsible for the written conflict of interest policy and monitors adherence to the policy. The sorority avoids hiring personnel who could potentially cause conflicts of interest.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“An administrative committee which is part of the national council reviews the performance of the chief executive officer on an annual basis. The chief executive officer, executive vice president, and chief financial officer review the remaining staff.”

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

“Governing documents, conflict of interest policy and financial statements are made available upon request.”

Form 990, Part VIII, Line 2F Other Program Service Revenue

“- Total Revenue: 101533, Related or Exempt Function Revenue: 101533, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;”

Filing and Contact Details

Filer

Filer Name
Delta Zeta Sorority
EIN
35-0267676
Phone
5135237597
Address
202 EAST CHURCH STREET, OXFORD, OH 45056

Signing Officer

Name
Kyle M Von Handorf
Title
CFO
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1902
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
32
Volunteers
8

Preparer

Firm
Forvis Mazars LLP
Address
312 Walnut Street Suite 3000, Cincinnati, OH 45202
Preparer
Aaron Hershberger
Phone
5136218300
Raw XML AppendixShowing 400 of 758 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.

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