Civic Intelligence

Atlantic Region Zeta Phi Beta Sorority

990EZ • Fiscal year 2023 • EIN 46-3351868

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 29, 2023

P O Box 685Smyrna, DE 19977

(347) 623-6361

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

88th percentile

25%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

98th percentile

$5,965

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-52%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$336,761

Flat from 2023

Net Assets

Flat

$336,761

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$169,777

Flat from 2023

Expenses

Up

$128,015

Up $13,527 (+12%) from 2023

Net Income

Down

$41,762

Down $13,527 (-24%) from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $79,695Liabilities 2014: $02014Assets 2015: $180,074Liabilities 2015: $02015Assets 2016: $59,386Liabilities 2016: $41,000Net Assets 2016: $18,3862016Assets 2017: $172,891Liabilities 2017: $13,988Net Assets 2017: $158,9032017Assets 2018: $86,912Liabilities 2018: $0Net Assets 2018: $86,9122018Assets 2019: $431,816Liabilities 2019: $0Net Assets 2019: $431,8162019Assets 2020: $167,395Liabilities 2020: $0Net Assets 2020: $167,3952020Assets 2021: $419,643Liabilities 2021: $0Net Assets 2021: $419,6432021Assets 2022: $295,254Liabilities 2022: $0Net Assets 2022: $295,2542022Assets 2023: $336,761Liabilities 2023: $0Net Assets 2023: $336,7612023Assets 2023: $336,761Liabilities 2023: $0Net Assets 2023: $336,7612023Assets 2024: $391,608Liabilities 2024: $0Net Assets 2024: $391,6082024

Highlighted filing

2023

Assets$336,761
Liabilities$0
Net Assets$336,761

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $72,639Expenses 2014: $175,278Net Income 2014: -$102,6392014Revenue 2015: $162,192Expenses 2015: $62,212Net Income 2015: $99,9802015Revenue 2016: $170,932Expenses 2016: $332,620Net Income 2016: -$161,6882016Revenue 2017: $246,095Expenses 2017: $103,449Net Income 2017: $142,6462017Revenue 2018: $314,150Expenses 2018: $362,811Net Income 2018: -$48,6612018Revenue 2019: $504,932Expenses 2019: $160,028Net Income 2019: $344,9042019Revenue 2020: $246,761Expenses 2020: $475,416Net Income 2020: -$228,6552020Revenue 2021: $401,094Expenses 2021: $148,846Net Income 2021: $252,2482021Revenue 2022: $355,578Expenses 2022: $473,979Net Income 2022: -$118,4012022Revenue 2023: $169,777Expenses 2023: $128,015Net Income 2023: $41,7622023Revenue 2023: $169,777Expenses 2023: $114,488Net Income 2023: $55,2892023Revenue 2024: $612,607Expenses 2024: $473,910Net Income 2024: $138,6972024

Highlighted filing

2023

Revenue$169,777
Expenses$128,015
Net Income$41,762
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 29, 2023
Return Version
2022v5.0
Gross Receipts
$169,777
Mission and Program Overview

Mission

Promote education through programming

Program Services

DescriptionGrantsExpenses
HELD REGIONAL CONFERENCE AND EXECUTIVE BOARD MEETINGS WHERE TRAINING WAS PROVIDED FOR THE MEMBERSHIP$0$33,367
ENCOURAGED EDUCATIONAL ACHIEVEMENT THROUGH PROGRAMMING AND AWARDING OF SCHOLARSHIPS$0$0
PROVIDED COMMUNITY SERVICE THROUGH ITS SIGNATURE PROGRAM ZHOPE (ZETAS HELPING OTHER PEOPLE EXCEL)$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hon Judge Beverly TathamAtlantic Regional Director/Chair Of The BoardPT$0$5,965$5,965
Candace HarrellSecretaryPT$0--
Jasmine SmithAssistant SecretaryPT$0--
Josephine BartonTreasurerPT$0--
Nkong TankengAssistant TreasurerPT$0--
Malika WarnerFinancial SecretaryPT$0--
Julia HaynesAssistant Financial SecretaryPT$0--
Chastity McDonaldRegional Rep To The National Nominating CommPT$0--
Kaya McDonaldUndergraduate Member-At-LargePT$0--
Filing and Contact Details

Filer

Filer Name
Atlantic Region
EIN
46-3351868
Phone
3476236361
Address
P O Box 685, Smyrna, DE 19977

Signing Officer

Name
Beverly Tatham
Title
Atlantic Regional Dir/Board Chair
Phone
6465430346
Signed
2023-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Gifted by Grace Financial Services LLC
Address
P O Box 41367, Baltimore, MD 21203
Preparer
Tamra Perkins
Phone
4435747738
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Refunds to the Region

Form 990-EZ, Part I, Line 10

NCNW Grant

Form 990-EZ, Part I, Line 16

Description;Amount^Computer Software;5804|Advertising;3976|Regional Director;5965|Regional Fundraisers;3875|Regional Officers;14014|Charitable Contributions;12500|Atlantic Region;15000^Total;61134^

Raw XML Appendix185 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt039472
IRS990EZ/BooksInCareOfDetail/PersonNm0Josephine Barton
IRS990EZ/BooksInCareOfDetail/PhoneNum04437995095
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 685
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Smyrna
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019977
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0294999
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0336761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt022500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt041762
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03833
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0294999
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0336761
IRS990EZ/FundraisingGrossIncomeAmt0608
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0169777
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum01474
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0232
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0128644
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0294999
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0336761
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0294999
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0336761
IRS990EZ/OccupancyRentUtltsAndMaintAmt01420
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt05965
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Hon Judge Beverly Tatham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Candace Harrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jasmine Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Josephine Barton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nkong Tankeng
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Malika Warner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Julia Haynes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Chastity McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kaya McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Atlantic Regional Director/Chair of the Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASSISTANT SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Assistant Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Regional Rep to the National Nominating Comm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Undergraduate Member-at-Large
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt061134
IRS990EZ/OtherRevenueTotalAmt01496
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATION THROUGH PROGRAMMING
IRS990EZ/PrintingPublicationsPostageAmt0656
IRS990EZ/ProgramServiceRevenueAmt016297
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD REGIONAL CONFERENCE AND EXECUTIVE BOARD MEETINGS WHERE TRAINING WAS PROVIDED FOR THE MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ENCOURAGED EDUCATIONAL ACHIEVEMENT THROUGH PROGRAMMING AND AWARDING OF SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED COMMUNITY SERVICE THROUGH ITS SIGNATURE PROGRAM ZHOPE (ZETAS HELPING OTHER PEOPLE EXCEL)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033367
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0608
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0128015
IRS990EZ/TotalProgramServiceExpensesAmt033367
IRS990EZ/TotalRevenueAmt0169777
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.AtlanticRegionZetas.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Refunds to the Region
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NCNW Grant
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Computer Software;5804|Advertising;3976|Regional Director;5965|Regional Fundraisers;3875|Regional Officers;14014|Charitable Contributions;12500|Atlantic Region;15000^Total;61134^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Beverly Tatham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Atlantic Regional Dir/Board Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum06465430346
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATLANTIC REGION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA PHI BETA SORORITY INC
ReturnHeader/Filer/BusinessNameControlTxt0ATLA
ReturnHeader/Filer/EIN0463351868
ReturnHeader/Filer/PhoneNum03476236361
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 685
ReturnHeader/Filer/USAddress/CityNm0Smyrna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019977
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453023407
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gifted by Grace Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 41367
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021203
ReturnHeader/PreparerPersonGrp/PhoneNum04435747738
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tamra Perkins
ReturnHeader/ReturnTs02023-11-14T15:52:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)7 • <$500k nonprofits