Civic Intelligence

Zeta Tau Alpha Fraternity and Zeta Tau Alpha Fraternity Housing Corp

990 • Fiscal year 2019 • EIN 36-1996950

Aug 01, 2018 to Jul 31, 2019 • Filed on Jun 23, 2020

Organization ProfileN/A

View Organization Page

1036 S Rangeline RoadCarmel, IN 46032

(317) 872-0540

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.37x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

1.20x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2019

Net Margin

84th percentile

15%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

6th percentile

$135,091

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2019

Asset Growth

1st percentile

-64%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)7 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-60%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)7 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$32,653,155

Down $57,442,252 (-64%) from 2018

Net Assets

Down

$20,424,811

Down $39,716,934 (-66%) from 2018

Liabilities

Down

$12,228,344

Down $17,725,318 (-59%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin84th percentile

Revenue

Down

$10,208,364

Down $15,375,920 (-60%) from 2018

Expenses

Down

$8,645,722

Down $10,265,618 (-54%) from 2018

Net Income

Down

$1,562,642

Down $5,110,302 (-77%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$100M$50M$0Assets 2010: $34,476,155Liabilities 2010: $5,289,308Net Assets 2010: $29,186,8472010Assets 2011: $36,792,861Liabilities 2011: $5,805,462Net Assets 2011: $30,987,3992011Assets 2012: $40,750,163Liabilities 2012: $8,263,735Net Assets 2012: $32,486,4282012Assets 2013: $47,471,705Liabilities 2013: $7,575,582Net Assets 2013: $39,896,1232013Assets 2014: $54,800,587Liabilities 2014: $10,870,310Net Assets 2014: $43,930,2772014Assets 2015: $56,991,279Liabilities 2015: $9,939,861Net Assets 2015: $47,051,4182015Assets 2016: $61,981,328Liabilities 2016: $12,241,102Net Assets 2016: $49,740,2262016Assets 2017: $78,453,657Liabilities 2017: $25,522,150Net Assets 2017: $52,931,5072017Assets 2018: $90,095,407Liabilities 2018: $29,953,662Net Assets 2018: $60,141,7452018Assets 2019: $32,653,155Liabilities 2019: $12,228,344Net Assets 2019: $20,424,8112019Assets 2020: $36,073,479Liabilities 2020: $13,173,412Net Assets 2020: $22,900,0672020Assets 2021: $39,911,070Liabilities 2021: $12,018,292Net Assets 2021: $27,892,7782021Assets 2022: $36,616,628Liabilities 2022: $13,527,461Net Assets 2022: $23,089,1672022Assets 2023: $36,753,113Liabilities 2023: $13,449,328Net Assets 2023: $23,303,7852023Assets 2024: $37,724,891Liabilities 2024: $11,988,423Net Assets 2024: $25,736,4682024

Highlighted filing

2019

Assets$32,653,155
Liabilities$12,228,344
Net Assets$20,424,811
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $9,413,4832010Expenses 2011: $9,923,0782011Expenses 2012: $10,922,3792012Expenses 2013: $11,244,5462013Revenue 2014: $17,348,133Expenses 2014: $13,398,099Net Income 2014: $3,950,0342014Revenue 2015: $17,266,938Expenses 2015: $13,709,326Net Income 2015: $3,557,6122015Revenue 2016: $18,322,868Expenses 2016: $15,762,501Net Income 2016: $2,560,3672016Revenue 2017: $19,399,040Expenses 2017: $17,271,157Net Income 2017: $2,127,8832017Revenue 2018: $25,584,284Expenses 2018: $18,911,340Net Income 2018: $6,672,9442018Revenue 2019: $10,208,364Expenses 2019: $8,645,722Net Income 2019: $1,562,6422019Revenue 2020: $9,280,352Expenses 2020: $8,840,222Net Income 2020: $440,1302020Revenue 2021: $10,659,852Expenses 2021: $7,811,887Net Income 2021: $2,847,9652021Revenue 2022: $10,920,261Expenses 2022: $10,362,459Net Income 2022: $557,8022022Revenue 2023: $8,374,719Expenses 2023: $10,057,415Net Income 2023: -$1,682,6962023Revenue 2024: $11,276,879Expenses 2024: $11,179,545Net Income 2024: $97,3342024

Highlighted filing

2019

Revenue$10,208,364
Expenses$8,645,722
Net Income$1,562,642
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jun 23, 2020
Return Version
2018v3.2
Gross Receipts
$24,653,724
Mission and Program Overview

Mission

The fraternity was organized to establish and maintain fraternity chapters internationally. The housing corporation was organized to acquire control of and maintain real estate or other property for the benefit of the fraternity.

To maintain fraternity chapters internationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,247,483--
Savings and Temporary Cash Investments$8,227,007$17,958,739▲ $9,731,732
Other Notes and Loans Receivable, Net$580,771$1,596,154▲ $1,015,383
Land, Buildings, and Equipment, Net$58,872,189$1,050,306▼ $57,821,883
Inventories for Sale or Use$152,771$177,096▲ $24,325
Accounts Receivable-$110,361-
Prepaid Expenses and Deferred Charges$816,767$109,381▼ $707,386
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Total Assets$90,095,407$32,653,155▼ $57,442,252
Other Assets Total$198,269$11,650,968▲ $11,452,699
Liabilities
Mortgage Notes Payable Secured by Investment Property$29,641,793--
Other Liabilities$203,771$11,650,968▲ $11,447,197
Accounts Payable and Accrued Expenses$108,098$577,376▲ $469,278
Escrow Account Liability-$0-
Total Liabilities$29,953,662$12,228,344▼ $17,725,318
Net Assets / Fund Balance
Unrestricted Net Assets$60,141,745$20,424,811▼ $39,716,934
Total Net Assets Fund Balance$60,141,745$20,424,811▼ $39,716,934
Total Liabilities and Net Assets / Fund Balance$90,095,407$32,653,155▼ $57,442,252

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$487,128$501,549$988,677
Leasehold Improvements$563,178-$563,178
Other Assets Org$11,650,968--
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meghan Vicinus ParkerExecutive DirectorFT$117,778$17,313$135,091

Board Members and Trustees

NameTitle
Alicia Patten WilliamsPresident
Dana Brasington AtkinsonVice President Alumnae I
Cheri White ArmstrongVice President Alumnae Ii
Raechel Bennett BiggsVice President Collegiate I
Laura Moak RedmanVice President Collegiate Ii
Shannon FergusonVice President Collegiate Iii
Dolores Gonzales GastineauExtension Director
Laura Ladewig LandersNpc Delegate
Franlyna Barrett CharlesSecretary-treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Phired UpSocial Excellence Programming484 E CARMEL DRIVE 335, Carmel, IN 46032$122,100
Revenue and Support

Revenue Composition

Contributions and Grants
$975,586
Program Service Revenue
$5,415,755
Investment Income
$1,247,760
Other Revenue
$2,569,263
All Other Contributions
$975,586
Change in Net Assets
$1,562,642

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,104,908
Revenue Not Reported on Financial Statements
$103,456
Revenue Not Reported on Form 990
$-393,595
Total Revenue per Audited Statements
$9,711,313
Total Revenue per Form 990
$10,208,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,785,825
Salaries, Compensation, and Employee Benefits$2,778,107
Grants and Similar Amounts Paid$81,790
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,083,142
Conferences and Meetings---$1,694,864
Office Expenses---$697,022
Occupancy---$546,576
Insurance---$405,767
Other Expenses---$306,957
Other Employee Benefits---$287,769
Travel---$235,298
Payroll Taxes---$214,481
Current Officers, Directors, Trustees, and Key Employees---$139,261
Fees for Service Investment Mgmnt Fees---$103,456
Grants to Domestic Orgs---$81,790
Depreciation Depletion---$74,839
Pension Plan Contributions---$53,454
Fees for Services Legal---$52,835
Fees for Services Accounting---$36,444
Fees for Services Other---$9,573
Advertising---$1,438
Total Functional Expenses$0$0$0$8,645,722

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,790,104
Total Expenses per Form 990$8,645,722
Expenses per Audited Statements$8,542,266
Expenses Not Reported on Form 990$247,838
Expenses Not Reported on Financial Statements$103,456
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Zeta Tau Alpha Fraternity Housing CorpCarmel, IN501(c)(7)Housing Fixtures-
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Chapters$11,650,968
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 6

“A. Collegiate members. 1. New members. These shall include only regularly enrolled college women who have received the favorable vote of a collegiate chapter while regularly enrolled in that college, who have met the requirements of the eligibility clauses and who are in the process of satisfying the requirements for initiation. Also included shall be regularly enrolled collegiate members of groups absorbed by zeta tau alpha who are in the process of satisfying the requirements for initiation. 2. Initiated members. These shall include only regularly enrolled college women who have received the favorable vote of a collegiate chapter while regularly enrolled in that college and who have met the requirements of the eligibility clauses and have been initiated in accordance with the provisions of the initiation ritual. Also included shall be regularly enrolled collegiate members of groups absorbed by zeta tau alpha who have successfully fulfilled the collegiate requirements for initiation and who have been initiated in accordance with the provisions of the initiation ritual. B. Alumnae members. 1. Regular initiates. These shall be women who have been regularly initiated into zeta tau alpha and who have graduated from college, who attend a college where there is no chapter of zeta tau alpha, or who are no longer students in college. Also included shall be alumnae members of groups absorbed by zeta tau alpha who have been approved by the national council and regularly initiated at a time other than installation. 2. Convention initiates. Women ineligible for initiation by a collegiate chapter who have rendered outstanding service to the fraternity or in a chosen field of work shall, upon unanimous approval of the national council, be eligible for initiation at an international convention. There shall be no initiation fee. A pearl-set badge, life membership, and life subscription to themis shall be presented to each convention initiate. Each convention initiate shall be assigned to a definite chapter. 3. Special initiates. Outstanding local women or women who at some previous time have been pledged to a collegiate chapter of zeta tau alpha and who have proven their worth and continued interest in the fraternity may be initiated at a regular collegiate chapter service or at a time and place approved by the national council. A four-year period must have elapsed between the time they left college and the time they are presented for initiation. 4. Installation initiates. At the time of an installation of a collegiate chapter, one or more outstanding women may be chosen locally and upon receiving the unanimous vote of the national council may become installation initiates. Also included will be alumnae members of groups absorbed by zeta tau alpha who have been approved by the national council and are initiated at the time of an installation.”

Form 990, Part VI, Section B, Line 11B

“The organization's form 990 and all related schedules, statements, and attachments are reviewed and approved by the appropriate representative(s) from the board of director's executive committee prior to finalizing and filing these tax returns with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“The organization periodically distributes conflict of interest questionnaires to each officer and member of the board of directors. The questionnaire includes statements regarding other employment, being related to anyone on the board and other items that may create an appearance of a potential independence issue. The identification, evaluation and resolution of those issues are discussed with the appropriate level of management or members of the board of directors.”

Form 990, Part VI, Section B, Line 15

“The board of directors determines and sets executive director's compensation rates after a thorough review of all related issues, consultation with independent persons, review of comparable data and deliberation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements, as applicabe, available to the public upon written request made to the attention of our executive director and received at our corporate office address as well as on another's web site.”

Filing and Contact Details

Filer

Filer Name
Zeta Tau Alpha Fraternity
EIN
36-1996950
Phone
3178720540
Address
1036 S RANGELINE ROAD, CARMEL, IN 46032

Signing Officer

Name
Meghan Parker
Title
Executive Director
Phone
3178720540
Signed
2020-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meghan Parker
Formed
1898
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
91
Volunteers
2,411

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The fraternity is organized as a not-for-profit corporation that is exempt from income taxes under section 501(c)(7) of the united states internal revenue code and similar state law. The exemption is on all income except unrelated business income. An unrelated trade or business of an exempt organization is any trade or business which is not substantially related to the exercise or performance of its exempt purpose. Certain nonmember income, that would otherwise be taxable, may be set aside. Any income that the national council has properly set aside must be used for the qualifying purposes outlined in the set aside resolution. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the fraternity and recognize a tax liability if the fraternity has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the fraternity, and has concluded that as of july 31, 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The fraternity is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fraternity has filed its federal and state income tax returns for periods through july 31, 2018. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions).”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 247,838.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 247,838.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT COLLEGIATE I
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT COLLEGIATE III
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT ALUMNAE I
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT ALUMNAE II
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7NPC DELEGATE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXTENSION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MAINTAIN FRATERNITY CHAPTERS INTERNATIONALLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0452800
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IRS990/NetUnrlzdGainsLossesInvstAmt0-641433
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0546576
IRS990/OfficeExpensesGrp/TotalAmt0697022
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0287769
IRS990/OtherExpensesGrp/Desc0EXTENSION EXPENSES
IRS990/OtherExpensesGrp/Desc1CHAPTER SERVICES
IRS990/OtherExpensesGrp/Desc2THEMIS
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IRS990/OtherExpensesGrp/TotalAmt1461917
IRS990/OtherExpensesGrp/TotalAmt2306957
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01596154
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IRS990/PayrollTaxesGrp/TotalAmt0214481
IRS990/PensionPlanContributionsGrp/TotalAmt053454
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0816767
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0109381
IRS990/PrincipalOfficerNm0MEGHAN PARKER
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CHAPTER ACCOUNTING SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2NATIONAL CONVENTION/LEADERSHIP CO
IRS990/ProgramServiceRevenueGrp/Desc3CHAPTER INSURANCE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2692033
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3531185
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1955702
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2692033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3531185
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03060716
IRS990/PYOtherExpensesAmt016145465
IRS990/PYOtherRevenueAmt0473300
IRS990/PYProgramServiceRevenueAmt021541980
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IRS990/PYSalariesCompEmpBnftPaidAmt02765875
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt025584284
IRS990/ReconcilationRevenueExpnssAmt01562642
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0711572
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt0711572
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08227007
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017958739
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0487128
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0501549
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0988677
IRS990ScheduleD/ExpensesNotReportedAmt0247838
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0103456
IRS990ScheduleD/ExpensesSubtotalAmt08542266
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0103456
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0103456
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0563178
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0563178
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-641433
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt011650968
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FUNDS HELD FOR CHAPTERS
IRS990ScheduleD/OtherExpensesIncludedAmt0247838
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011650968
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR CHAPTERS
IRS990ScheduleD/OtherRevenueAmt0247838
IRS990ScheduleD/RevenueNotReportedAmt0-393595
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0103456
IRS990ScheduleD/RevenueSubtotalAmt010104908
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FRATERNITY IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. CERTAIN NONMEMBER INCOME, THAT WOULD OTHERWISE BE TAXABLE, MAY BE SET ASIDE. ANY INCOME THAT THE NATIONAL COUNCIL HAS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY AND RECOGNIZE A TAX LIABILITY IF THE FRATERNITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FRATERNITY, AND HAS CONCLUDED THAT AS OF JULY 31, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FRATERNITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FRATERNITY HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2018. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 247,838.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 247,838.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01050306
IRS990ScheduleD/TotalBookValueOtherAssetsAmt011650968
IRS990ScheduleD/TotalExpensesPerForm990Amt08645722
IRS990ScheduleD/TotalLiabilityAmt011650968
IRS990ScheduleD/TotalRevenuePerForm990Amt010208364
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09711313
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08790104
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(7)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt081790
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0FIXED ASSETS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HOUSING FIXTURES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ZETA TAU ALPHA FRATERNITY HOUSING CORP
IRS990ScheduleI/RecipientTable/RecipientEIN0310912722
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01036 S RANGELINE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CARMEL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046032
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A. COLLEGIATE MEMBERS. 1. NEW MEMBERS. THESE SHALL INCLUDE ONLY REGULARLY ENROLLED COLLEGE WOMEN WHO HAVE RECEIVED THE FAVORABLE VOTE OF A COLLEGIATE CHAPTER WHILE REGULARLY ENROLLED IN THAT COLLEGE, WHO HAVE MET THE REQUIREMENTS OF THE ELIGIBILITY CLAUSES AND WHO ARE IN THE PROCESS OF SATISFYING THE REQUIREMENTS FOR INITIATION. ALSO INCLUDED SHALL BE REGULARLY ENROLLED COLLEGIATE MEMBERS OF GROUPS ABSORBED BY ZETA TAU ALPHA WHO ARE IN THE PROCESS OF SATISFYING THE REQUIREMENTS FOR INITIATION. 2. INITIATED MEMBERS. THESE SHALL INCLUDE ONLY REGULARLY ENROLLED COLLEGE WOMEN WHO HAVE RECEIVED THE FAVORABLE VOTE OF A COLLEGIATE CHAPTER WHILE REGULARLY ENROLLED IN THAT COLLEGE AND WHO HAVE MET THE REQUIREMENTS OF THE ELIGIBILITY CLAUSES AND HAVE BEEN INITIATED IN ACCORDANCE WITH THE PROVISIONS OF THE INITIATION RITUAL. ALSO INCLUDED SHALL BE REGULARLY ENROLLED COLLEGIATE MEMBERS OF GROUPS ABSORBED BY ZETA TAU ALPHA WHO HAVE SUCCESSFULLY FULFILLED THE COLLEGIATE REQUIREMENTS FOR INITIATION AND WHO HAVE BEEN INITIATED IN ACCORDANCE WITH THE PROVISIONS OF THE INITIATION RITUAL. B. ALUMNAE MEMBERS. 1. REGULAR INITIATES. THESE SHALL BE WOMEN WHO HAVE BEEN REGULARLY INITIATED INTO ZETA TAU ALPHA AND WHO HAVE GRADUATED FROM COLLEGE, WHO ATTEND A COLLEGE WHERE THERE IS NO CHAPTER OF ZETA TAU ALPHA, OR WHO ARE NO LONGER STUDENTS IN COLLEGE. ALSO INCLUDED SHALL BE ALUMNAE MEMBERS OF GROUPS ABSORBED BY ZETA TAU ALPHA WHO HAVE BEEN APPROVED BY THE NATIONAL COUNCIL AND REGULARLY INITIATED AT A TIME OTHER THAN INSTALLATION. 2. CONVENTION INITIATES. WOMEN INELIGIBLE FOR INITIATION BY A COLLEGIATE CHAPTER WHO HAVE RENDERED OUTSTANDING SERVICE TO THE FRATERNITY OR IN A CHOSEN FIELD OF WORK SHALL, UPON UNANIMOUS APPROVAL OF THE NATIONAL COUNCIL, BE ELIGIBLE FOR INITIATION AT AN INTERNATIONAL CONVENTION. THERE SHALL BE NO INITIATION FEE. A PEARL-SET BADGE, LIFE MEMBERSHIP, AND LIFE SUBSCRIPTION TO THEMIS SHALL BE PRESENTED TO EACH CONVENTION INITIATE. EACH CONVENTION INITIATE SHALL BE ASSIGNED TO A DEFINITE CHAPTER. 3. SPECIAL INITIATES. OUTSTANDING LOCAL WOMEN OR WOMEN WHO AT SOME PREVIOUS TIME HAVE BEEN PLEDGED TO A COLLEGIATE CHAPTER OF ZETA TAU ALPHA AND WHO HAVE PROVEN THEIR WORTH AND CONTINUED INTEREST IN THE FRATERNITY MAY BE INITIATED AT A REGULAR COLLEGIATE CHAPTER SERVICE OR AT A TIME AND PLACE APPROVED BY THE NATIONAL COUNCIL. A FOUR-YEAR PERIOD MUST HAVE ELAPSED BETWEEN THE TIME THEY LEFT COLLEGE AND THE TIME THEY ARE PRESENTED FOR INITIATION. 4. INSTALLATION INITIATES. AT THE TIME OF AN INSTALLATION OF A COLLEGIATE CHAPTER, ONE OR MORE OUTSTANDING WOMEN MAY BE CHOSEN LOCALLY AND UPON RECEIVING THE UNANIMOUS VOTE OF THE NATIONAL COUNCIL MAY BECOME INSTALLATION INITIATES. ALSO INCLUDED WILL BE ALUMNAE MEMBERS OF GROUPS ABSORBED BY ZETA TAU ALPHA WHO HAVE BEEN APPROVED BY THE NATIONAL COUNCIL AND ARE INITIATED AT THE TIME OF AN INSTALLATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS, AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE APPROPRIATE REPRESENTATIVE(S) FROM THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE PRIOR TO FINALIZING AND FILING THESE TAX RETURNS WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PERIODICALLY DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES TO EACH OFFICER AND MEMBER OF THE BOARD OF DIRECTORS. THE QUESTIONNAIRE INCLUDES STATEMENTS REGARDING OTHER EMPLOYMENT, BEING RELATED TO ANYONE ON THE BOARD AND OTHER ITEMS THAT MAY CREATE AN APPEARANCE OF A POTENTIAL INDEPENDENCE ISSUE. THE IDENTIFICATION, EVALUATION AND RESOLUTION OF THOSE ISSUES ARE DISCUSSED WITH THE APPROPRIATE LEVEL OF MANAGEMENT OR MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS DETERMINES AND SETS EXECUTIVE DIRECTOR'S COMPENSATION RATES AFTER A THOROUGH REVIEW OF ALL RELATED ISSUES, CONSULTATION WITH INDEPENDENT PERSONS, REVIEW OF COMPARABLE DATA AND DELIBERATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, AS APPLICABE, AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR EXECUTIVE DIRECTOR AND RECEIVED AT OUR CORPORATE OFFICE ADDRESS AS WELL AS ON ANOTHER'S WEB SITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt090095407
IRS990/TotalAssetsEOYAmt032653155
IRS990/TotalAssetsGrp/BOYAmt090095407
IRS990/TotalAssetsGrp/EOYAmt032653155
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0975586
IRS990/TotalEmployeeCnt091
IRS990/TotalFunctionalExpensesGrp/TotalAmt08645722
IRS990/TotalGrossUBIAmt01959332
IRS990/TotalLiabilitiesBOYAmt029953662
IRS990/TotalLiabilitiesEOYAmt012228344
IRS990/TotalLiabilitiesGrp/BOYAmt029953662
IRS990/TotalLiabilitiesGrp/EOYAmt012228344
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt060141745
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020424811
IRS990/TotalOtherCompensationAmt017313
IRS990/TotalProgramServiceRevenueAmt05415755
IRS990/TotalReportableCompFromOrgAmt0117778
IRS990/TotalRevenueGrp/ExclusionAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,653,155
Liabilities
$12,228,344
Net assets
$20,424,811
Revenue
$10,208,364
Expenses
$8,645,722
Net income
$1,562,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.7$12.0$25.7$11.3$11.2$0.10
2023Detailed filing. Detailed filing data is available for this year.$36.8$13.4$23.3$8.37$10.1$1.68
2022Detailed filing. Detailed filing data is available for this year.$36.6$13.5$23.1$10.9$10.4$0.56
2021Detailed filing. Detailed filing data is available for this year.$39.9$12.0$27.9$10.7$7.81$2.85
2020Detailed filing. Detailed filing data is available for this year.$36.1$13.2$22.9$9.28$8.84$0.44
2019Detailed filing. Detailed filing data is available for this year.$32.7$12.2$20.4$10.2$8.65$1.56
2018Detailed filing. Detailed filing data is available for this year.$90.1$30.0$60.1$25.6$18.9$6.67
2017Detailed filing. Detailed filing data is available for this year.$78.5$25.5$52.9$19.4$17.3$2.13
2016Detailed filing. Detailed filing data is available for this year.$62.0$12.2$49.7$18.3$15.8$2.56
2015Detailed filing. Detailed filing data is available for this year.$57.0$9.94$47.1$17.3$13.7$3.56
2014Detailed filing. Detailed filing data is available for this year.$54.8$10.9$43.9$17.3$13.4$3.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.5$7.58$39.9$11.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.8$8.26$32.5$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.8$5.81$31.0$9.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$5.29$29.2$9.41