2024-02-20T10:12:21-06:00 2023-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-08-01 310987111 ZETA TAU ALPHA FOUNDATION ZETA 3178720540 1036 S RANGELINE ROAD CARMEL IN 46032 KAY DILL KREUTZER SECRETARY/TREASURER 3178720540 2024-02-19 1 KAY DILL KREUTZER 999009999 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-02-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROLYN HOF CARPENTER 1036 S RANGELINE ROAD CARMEL IN 46032 29114852 0 X ZETATAUALPHA.ORG X 1954 IN ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUNDRAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS. 13 13 0 8000 0 0 5670287 4757526 0 0 1075784 1044040 1136 2099 6747207 5803665 2552119 2458554 0 0 0 0 0 0 143528 1459671 1569415 4011790 4027969 2735417 1775696 23586079 26017727 100 0 23585979 26017727 ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUNDRAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS. 0 0 2125464 1456900 2099 ZETA TAU ALPHA FOUNDATION, INC. HELPS TO SUPPORT AND EDUCATE THE PUBLIC ON ISSUES SUCH AS DRINKING RESPONSIBLY, SEXUAL ASSAULT PREVENTION, MENTAL HEALTH AND BREAST CANCER EDUCATION, AWARENESS, AND RESEARCH. 1102281 1001654 ZETA TAU ALPHA FOUNDATION, INC. PROVIDES FINANCIAL AID TO QUALIFIED COLLEGE STUDENTS. IN FISCAL YEAR 2023, THE PROGRAM SERVICED 338 STUDENTS. 3227745 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X THE ORGANIZATION 3178720540 1036 S RANGELINE ROAD CARMEL IN 46032 X CAROLYN HOF CARPENTER PRESIDENT 2.00 X X 0 0 0 MARLENE DUNBAR CONRAD VP-PHILANTHROPY 2.00 X X 0 0 0 KRISTEN HUMESTON HARTHORN VP-SCHOLARSHIP 2.00 X X 0 0 0 CYNTHIA BYARS COURTNEY VP-ALUMNAE DEVELOPMENT 2.00 X X 0 0 0 CARLA MARTIN COBB VP-COLLEGIATE DEVELOPMENT 2.00 X X 0 0 0 KAY DILL KREUTZER SECRETARY/TREASURER 2.00 X X 0 0 0 SHANNON ASHLEY FERGUSON DIRECTOR 1.00 X 0 0 0 NORA NELL HARDY JACKSON DIRECTOR 1.00 X 0 0 0 BECKY HAINSWORTH KIRWAN DIRECTOR 1.00 X 0 0 0 DINAH JACKSON LAUGHERY DIRECTOR 1.00 X 0 0 0 NATALIE YINGLING LISKO DIRECTOR 1.00 X 0 0 0 CASEY GUIMBELLOT PASH DIRECTOR 1.00 X 0 0 0 SHERRY SERVER TILLEY DIRECTOR 1.00 X 0 0 0 MEGHAN VICINUS PARKER EXECUTIVE DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 4757526 4757526 1125560 1125560 23229667 23311187 -81520 -81520 -81520 MISCELLANEOUS REVENUE 561000 2099 2099 2099 5803665 2099 0 1044040 1456900 1456900 1001654 1001654 26350 26350 99972 99972 28233 28233 28562 28562 247309 126127 121182 48759 18635 30124 18655 11373 7282 81303 16878 63965 460 26549 26549 16544 16544 SALARY REIMBURSEMENT 307812 117638 159393 30781 OTHER EDUCATIONAL PROGR 206910 206910 THINK PINK PROGRAM 195414 195414 THEMIS PUBLICATION 127935 83486 44449 109108 4103 105005 4027969 3227745 656696 143528 3048363 3906205 152 362 431 0 84082 84082 25797 0 20500454 22100574 10882 10586 23586079 26017727 100 0 100 0 X 16471409 18908589 7114570 7109138 23585979 26017727 23586079 26017727 1775696 656052 0 X X 0 1 X 1 0 X 4376344 4221058 3536626 5670287 4757526 22561841 4376344 4221058 3536626 5670287 4757526 22561841 212013 22349828 238522 585690 852141 1529789 1125560 4331702 1241 1179 154 1136 2099 5809 26899352 0.83090 0.84430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5602473 1573103 380083 206261 7349398 6495068 595059 -1229254 258400 5602473 5340464 398362 990192 233950 6495068 4722448 227492 750882 360358 5340464 4614378 192223 129947 214100 4722448 0.34450 0.60855 0.04695 0 0 84082 84082 0 0 X 6359745 656052 656052 5703693 99972 99972 5803665 3927997 0 3927997 99972 99972 4027969 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ASSETS HELD FOR ENDOWMENT THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ASSETS HELD FOR ENDOWMENT INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THE FOUNDATION MUST HOLD IN PERPETUITY. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWED INVESTMENTS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE A TOTAL RETURN WHICH PROTECTS THE PURCHASING POWER OF THE ENDOWED INVESTMENTS AND WHICH ALLOWS SPENDING UNDER THE TERMS OF EACH ENDOWMENT FUND. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION, AND HAS CONCLUDED THAT AS OF JULY 31, 2023 AND 2022, 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 FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2022. 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). 1 ZETA TAU ALPHA FRATERNITY 1036 S RANGELINE ROAD CARMEL IN 46032 361996950 501(C)(7) 798977 0 EDUCATION & LEADERSHIP DEVELOPMENT AMERICAN CANCER SOCIETY 250 WILLIAMS STREET ATLANTA GA 30303 131788491 501(C)(3) 250000 0 BREAST CANCER SPONSOR BREAST CANCER RESEARCH FOUNDATION 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 133727250 501(C)(3) 250000 0 BREAST CANCER SPONSOR BRIGHT PINK 670 N STATE 2ND FLOOR CHICAGO IL 60654 510619889 501(C)(3) 50000 0 BREAST CANCER SPONSOR INDIANA UNIVERSITY FOUNDATION 301 UNIVERSITY BLVD 1031 INDIANAPOLIS IN 46202 356018940 501(C)(3) 25218 0 SERVICE GRANT PURDUE UNIVERSITY CANCER RESEARCH CENTER 201 S UNIVERSITY STREET WEST LAFAYETTE IN 47906 351052049 501(C)(3) 25000 0 SERVICE GRANT UNIVERSITY OF TEXAS FOUNDATION 9011 MOUNTAIN RIDGE DR 150 AUSTIN TX 78759 741587488 501(C)(3) 20883 0 SERVICE GRANT THRIVEWELL FOUNDATION 4383 MEDICAL DR SAN ANTONIO TX 78229 260371270 501(C)(3) 5500 0 SERVICE GRANT MARY JO CROPPER FAMILY CENTER FOR BREAST CARE 10506A MONTGOMERY RD MONTGOMERY OH 45242 311438846 501(C)(3) 7383 0 SERVICE GRANT 8 1 SCHOLARSHIPS 338 1001654 FORM 990, PART V, LINE 2B ZETA TAU ALPHA FOUNDATION, INC. (FOUNDATION) HAS NO EMPLOYEES. ITS STAFFING REQUIREMENTS ARE PROVIDED BY ZETA TAU ALPHA FRATERNITY INC. (FRATERNITY), AN AFFILIATED TAX EXEMPT SECTION 501(C)(7) ORGANIZATION. THE FOUNDATION'S BOARD OF DIRECTORS APPROVE ALL STAFFING COMPENSATION RATES TO BE REIMBURSED TO THE FRATERNITY FOR ITS STAFFING COSTS AFTER A THOROUGH REVIEW OF ALL RELATED ISSUES, CONSULTATION WITH INDEPENDENT PERSONS, REVIEW OF COMPARABLE DATA, AND DELIBERATION. THE STAFFING EXPENDITURES ARE REPORTED IN THE FUNCTIONAL EXPENSES AS SALARY EXPENSE REIMBURSEMENTS. FORM 990, PART VI, SECTION B, LINE 11B ZETA TAU ALPHA FOUNDATION, INC.'S FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS, AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE BOARD SECRETARY-TREASURER AND 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 ZETA TAU ALPHA FOUNDATION, INC. PERIODICALLY DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES TO EACH OFFICER AND MEMBER OF THE BOARD OF DIRECTORS. THE QUESTIONNAIRES INCLUDE STATEMENTS REGARDING OTHER EMPLOYMENT, BEING RELATED TO ANYONE ON THE BOARD, AND OTHER ITEMS THAT MAY CREATE AN APPEARENCE 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 AND OFFICERS OF ZETA TAU ALPHA FOUNDATION, INC. ARE NOT COMPENSATED AND SERVE ON A VOLUNTARY BASIS. HOWEVER, IF THE FOUNDATION HAD EMPLOYEES AND COMPENSATED ITS OFFICERS, THE FOUNDATION'S BOARD OF DIRECTORS WILL DETERMINE AND SET ALL STAFFING 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 ZETA TAU ALPHA FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR PRESIDENT AND RECEIVED AT OUR CORPORATE OFFICE ADDRESS, AS WELL AS ON ANOTHER'S WEBSITE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.