Civic Intelligence

Zeta Phi Beta Sorority Inc

EIN 59-3204866 • 501(c)7 • Smyrna, GA

Profile

Zeta phi beta sorority, inc. Was founded and continues to operate on the foundation of scholarship, sisterhood and finer womanhood.

PO Box 1014Smyrna, GA 30081

www.zphibseregion.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Net Margin

43rd percentile

2.5%

Higher net margin than 43% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

9.3%

Faster revenue growth than 61% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$402,847

Up $14,078 (+3.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$402,847

Up $14,078 (+3.6%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin43rd percentile

Revenue

Up

$558,690

Up $47,646 (+9.3%) from 2024

Expenses

Up

$544,612

Up $99,913 (+22%) from 2024

Net Income

Down

$14,078

Down $52,267 (-79%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2011: $132,489Liabilities 2011: $02011Assets 2012: $173,175Liabilities 2012: $0Net Assets 2012: $173,1752012Assets 2013: $138,487Liabilities 2013: $02013Assets 2014: $96,106Liabilities 2014: $02014Assets 2015: $105,122Liabilities 2015: $0Net Assets 2015: $105,1222015Assets 2016: $110,578Liabilities 2016: $0Net Assets 2016: $110,5782016Assets 2017: $79,728Liabilities 2017: $0Net Assets 2017: $79,7282017Assets 2018: $103,250Liabilities 2018: $0Net Assets 2018: $103,2502018Assets 2019: $115,928Liabilities 2019: $0Net Assets 2019: $115,9282019Assets 2020: $151,122Liabilities 2020: $0Net Assets 2020: $151,1222020Assets 2021: $236,809Liabilities 2021: $0Net Assets 2021: $236,8092021Assets 2022: $265,871Liabilities 2022: $0Net Assets 2022: $265,8712022Assets 2023: $322,424Liabilities 2023: $0Net Assets 2023: $322,4242023Assets 2024: $388,769Liabilities 2024: $0Net Assets 2024: $388,7692024Assets 2025: $402,847Liabilities 2025: $0Net Assets 2025: $402,8472025

Highlighted filing

2025

Assets$402,847
Liabilities$0
Net Assets$402,847
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $185,194Expenses 2011: $160,055Net Income 2011: $25,1392011Revenue 2012: $215,257Expenses 2012: $174,571Net Income 2012: $40,6862012Revenue 2013: $186,910Expenses 2013: $221,598Net Income 2013: -$34,6882013Revenue 2014: $193,692Expenses 2014: $0Net Income 2014: $193,6922014Revenue 2015: $251,639Expenses 2015: $242,623Net Income 2015: $9,0162015Revenue 2016: $288,118Expenses 2016: $282,662Net Income 2016: $5,4562016Revenue 2017: $295,887Expenses 2017: $326,737Net Income 2017: -$30,8502017Revenue 2018: $361,104Expenses 2018: $339,582Net Income 2018: $21,5222018Revenue 2019: $378,770Expenses 2019: $366,092Net Income 2019: $12,6782019Revenue 2020: $244,375Expenses 2020: $209,181Net Income 2020: $35,1942020Revenue 2021: $347,758Expenses 2021: $262,071Net Income 2021: $85,6872021Revenue 2022: $359,843Expenses 2022: $330,781Net Income 2022: $29,0622022Revenue 2023: $419,576Expenses 2023: $363,023Net Income 2023: $56,5532023Revenue 2024: $511,044Expenses 2024: $444,699Net Income 2024: $66,3452024Revenue 2025: $558,690Expenses 2025: $544,612Net Income 2025: $14,0782025

Highlighted filing

2025

Revenue$558,690
Expenses$544,612
Net Income$14,078
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$402,847
Liabilities
$0
Net assets
$402,847
Revenue
$558,690
Expenses
$544,612
Net income
$14,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$5.59$5.45$0.14
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$5.11$4.45$0.66
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$4.20$3.63$0.57
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$3.60$3.31$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.00$2.37$3.48$2.62$0.86
2020Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$2.44$2.09$0.35
2019Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$3.79$3.66$0.13
2018Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$3.61$3.40$0.22
2017Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$2.96$3.27$0.31
2016Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$2.88$2.83$0.05
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$2.52$2.43$0.09
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$1.94$0.00$1.94
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$1.87$2.22$0.35
2012Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$2.15$1.75$0.41
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$1.85$1.60$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$558,690
Mission and Program Overview

Mission

Zeta phi beta sorority, inc. Was founded and continues to operate on the foundation of scholarship, sisterhood and finer womanhood.

Scholarship, community service signature programsinclude national education foundation,partnership with march of dimes and z-hope

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$388,769$402,817▲ $14,048
Cash and Non-Interest-Bearing Accounts$358,578$372,644▲ $14,066
Savings and Temporary Cash Investments$30,191$30,203▲ $12
Total Assets$388,769$402,847▲ $14,078
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$388,769$402,847▲ $14,078
Total Net Assets Fund Balance$388,769$402,847▲ $14,078
Total Liabilities and Net Assets / Fund Balance$388,769$402,847▲ $14,078
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Vicki PearsonDirector
Miranda GriffiSecretary
Dana WilkersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$558,690
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,460
Change in Net Assets
$14,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$511,062
Grants and Similar Amounts Paid$33,550
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$404,271-$404,271
Travel-$45,362-$45,362
Grants to Domestic Orgs$25,150--$25,150
Other Expenses-$9,373-$9,373
Information Technology-$9,312-$9,312
Grants to Domestic Individuals$8,400--$8,400
Office Expenses-$3,837-$3,837
Fees for Services Other-$3,137-$3,137
Insurance-$3,094-$3,094
Fees for Services Accounting-$1,750-$1,750
Advertising-$1,546-$1,546
Total Functional Expenses$33,550$511,062$0$544,612
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Zeta Phi Beta SoWashington, DC-Programs$25,150
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Zeta Phi Beta Sorority Inc
EIN
59-3204866
Phone
4044317174
Address
PO BOX 1014, SMYRNA, GA 30081

Signing Officer

Name
Dana Wilkerson Lynch
Title
Se Region Tamias
Phone
4044317174
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Wilkerson Lynch
Voting Board Members
6,164
Independent Board Members
6,164
Employees
0

Preparer

Firm
Lamarion Green-hughey CPA Pc
Address
3700 RAVEN WOOD CHASE, STOCKBRIDGE, GA 30281
Preparer
Lamarion N Green-hughe
Phone
4049150734
Supplemental Narrative

Additional Explanations

11B Copies of Form 990, CPA Report and All Supporting

“Documents are share with all board members annually during the executive board meeting, to the general body during regional conference and anytime upon request.”

Raw XML Appendix283 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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAMARION GREEN-HUGHEY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03700 RAVEN WOOD CHASE
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAMARION N GREEN-HUGHE
ReturnHeader/ReturnTs02025-11-11T18:39:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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