Civic Intelligence

Zeta Beta Tau Fraternity

990 • Fiscal year 2021 • EIN 35-0870672

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

Organization Profile
2495 S Walnut Street PikeBloomington, IN 47401

(908) 692-7209

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Net Margin

19th percentile

-5.9%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

$115,070

No earlier filing loaded for comparison.

Net Assets

$115,070

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin19th percentile

Revenue

$888,433

No earlier filing loaded for comparison.

Expenses

$941,251

No earlier filing loaded for comparison.

Net Income

-$52,818

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2021: $115,070Liabilities 2021: $0Net Assets 2021: $115,0702021Assets 2022: $56,495Liabilities 2022: $0Net Assets 2022: $56,4952022Assets 2023: $84,097Liabilities 2023: $0Net Assets 2023: $84,0972023Assets 2024: $107,289Liabilities 2024: $0Net Assets 2024: $107,2892024Assets 2025: $43,971Liabilities 2025: $0Net Assets 2025: $43,9712025

Highlighted filing

2021

Assets$115,070
Liabilities$0
Net Assets$115,070
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2021: $888,433Expenses 2021: $941,251Net Income 2021: -$52,8182021Revenue 2022: $991,811Expenses 2022: $1,050,386Net Income 2022: -$58,5752022Revenue 2023: $1,014,299Expenses 2023: $986,697Net Income 2023: $27,6022023Revenue 2024: $186,005Expenses 2024: $162,813Net Income 2024: $23,1922024Revenue 2025: $132,078Expenses 2025: $195,396Net Income 2025: -$63,3182025

Highlighted filing

2021

Revenue$888,433
Expenses$941,251
Net Income-$52,818
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$888,433
Mission and Program Overview

Mission

Provide Leadership, Brotherhood, Room and Board to Active Chapter Members while attending Indiana University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$167,888$115,070▼ $52,818
Total Assets$167,888$115,070▼ $52,818
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$167,888$115,070▼ $52,818
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$167,888$115,070▼ $52,818
Total Liabilities and Net Assets / Fund Balance$167,888$115,070▼ $52,818
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Kevin HolmerHousing Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$888,433
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-52,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$913,666
Salaries, Compensation, and Employee Benefits$27,585
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$721,115
Conferences and Meetings---$192,551
Other Salaries and Wages---$21,626
Payroll Taxes---$5,959
Total Functional Expenses$0$0$0$941,251
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
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

“The governing body is sent a copy of the Form 990 prior to filing via email by the Treasurer. The members of the governing body provide their questions and comments back to the Treasurer, who then communicate any changes to the organization's accountants prior to filing.”

Form 990, Part VI, Section C, Line 19

“The Organization does not make its governing documents or financial statements available to the public. The Organization does not have a written conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Zeta Beta Tau Fraternity
EIN
35-0870672
Phone
9086927209
Address
2495 S Walnut Street Pike, Bloomington, IN 47401

Signing Officer

Name
Kevin Holmer
Title
House Director
Phone
9086927209
Signed
2021-11-02

Organization Details

Principal Officer
Kevin Holmer
Formed
1970
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
1
Raw XML Appendix251 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
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IRS990/BackupWthldComplianceInd00
IRS990/BenefitsToMembersGrp/TotalAmt00
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IRS990/BooksInCareOfDetail/PhoneNum09086927209
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02495 S Walnut Street Pike
IRS990/BooksInCareOfDetail/USAddress/CityNm0Bloomington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
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IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-52818
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IRS990/CYTotalExpensesAmt0941251
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0888433
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Provide Leadership, Brotherhood, Room and Board to Active Chapter Members while attending Indiana University.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0167888
IRS990/NetAssetsOrFundBalancesEOYAmt0115070
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0167888
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0115070
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0721115
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt021626
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt05959
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IRS990/PoliticalCampaignActyInd00
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IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0House and Chapter Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0888433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0888433
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01115617
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01074826
IRS990/PYRevenuesLessExpensesAmt0-84543
IRS990/PYSalariesCompEmpBnftPaidAmt043752
IRS990/PYTotalExpensesAmt01159369
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01074826
IRS990/ReconcilationRevenueExpnssAmt0-52818
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The governing body is sent a copy of the Form 990 prior to filing via email by the Treasurer. The members of the governing body provide their questions and comments back to the Treasurer, who then communicate any changes to the organization's accountants prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization does not make its governing documents or financial statements available to the public. The Organization does not have a written conflict of interest policy.
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IRS990/SchoolOperatingInd00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0Bloomington
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047401
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Holmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0House Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09086927209
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZETA BETA TAU FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0ZETA
ReturnHeader/Filer/EIN0350870672
ReturnHeader/Filer/PhoneNum09086927209
ReturnHeader/Filer/USAddress/AddressLine1Txt02495 S Walnut Street Pike
ReturnHeader/Filer/USAddress/CityNm0Bloomington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047401
ReturnHeader/ReturnTs02021-11-02T15:47:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,070
Liabilities
$0
Net assets
$115,070
Revenue
$888,433
Expenses
$941,251
Net income
-$52,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.13$0.20$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.19$0.16$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$1.01$0.99$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.99$1.05$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.89$0.94$0.05