Civic Intelligence

The Zeta Alpha Trustee Corporation

EIN 45-1469896 • 501(c)7 • Tallahassee, FL

Profile

Fraternal organization for alumni and current members.

9030 Shoal Creek DriveTallahassee, FL 32312

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

19%

Higher net margin than 80% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$223,132

Up $32,680 (+17%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$223,132

Up $32,680 (+17%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Up

$5,252

Up $8,555 (+259%) from 2023

Expenses

Up

$4,247

Up $155 (+3.8%) from 2023

Net Income

Up

$1,005

Up $8,400 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2020: $192,571Net Assets 2020: $192,5712020Assets 2021: $218,115Net Assets 2021: $218,1152021Assets 2022: $167,058Liabilities 2022: $0Net Assets 2022: $167,0582022Assets 2023: $190,452Net Assets 2023: $190,4522023Assets 2024: $223,132Liabilities 2024: $0Net Assets 2024: $223,1322024

Highlighted filing

2024

Assets$223,132
Liabilities$0
Net Assets$223,132
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2020: $6Expenses 2020: $1,574Net Income 2020: -$1,5682020Revenue 2021: $28,247Expenses 2021: $2,703Net Income 2021: $25,5442021Revenue 2022: -$21,324Expenses 2022: $4,442Net Income 2022: -$25,7662022Revenue 2023: -$3,303Expenses 2023: $4,092Net Income 2023: -$7,3952023Revenue 2024: $5,252Expenses 2024: $4,247Net Income 2024: $1,0052024

Highlighted filing

2024

Revenue$5,252
Expenses$4,247
Net Income$1,005
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$223,132
Liabilities
$0
Net assets
$223,132
Revenue
$5,252
Expenses
$4,247
Net income
$1,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.05$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.03$0.04$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.21$0.04$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.18$2.18$0.28$0.03$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.93$1.93$0.00$0.02$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.0
Gross Receipts
$199,075
Mission and Program Overview

Mission

Fraternal organization for alumni and current members

Fraternal organization for alumni and current members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$190,452$223,132▲ $32,680
Total Assets$190,452$223,132▲ $32,680
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$190,452$223,132▲ $32,680
Total Net Assets Fund Balance$190,452$223,132▲ $32,680
Total Liabilities and Net Assets / Fund Balance$190,452$223,132▲ $32,680
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Michael TomkiewiczChairman
Andrew BussDirector
Daniel SchneiderDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,252
Other Revenue
$0
Change in Net Assets
$1,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$2,579-$2,579
Fees for Services Accounting-$1,200-$1,200
Fees for Services Other$468--$468
Total Functional Expenses$468$3,779$0$4,247
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Zeta Alpha Trustee Corporation
EIN
45-1469896
Phone
8505911206
Address
9030 SHOAL CREEK DRIVE, TALLAHASSEE, FL 32312

Signing Officer

Name
Michael Tomkiewicz
Title
Chairman
Phone
8505911206
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Tomkiewicz
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
H2 Advisors
Address
101 NE 1ST AVE, OCALA, FL 34470-6655
Preparer
David M Hoffman CPA
Phone
3523558333
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“NONE CURRENTLY”

Form 990, Part IX, Line 11G

“Taxes 399 0 0 foreign taxes 8 0 0 business registration fees 61 0 0 total 468 0 0”

Raw XML Appendix220 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodEndDt02024-12-31
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