2026-06-15T09:22:39-05:00 2025-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-08-01 361996950 ZETA TAU ALPHA FRATERNITY ZETA 3178720540 1036 S RANGELINE ROAD CARMEL IN 46032 MEGHAN PARKER EXECUTIVE DIRECTOR 3178720540 2026-06-10 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2026-06-10 2024 2025-03-06 01:10:19Z MEGHAN PARKER 1036 S RANGELINE ROAD CARMEL IN 46032 22686768 0 X ZETATAUALPHA.ORG X 1898 IN TO MAINTAIN FRATERNITY CHAPTERS INTERNATIONALLY. 9 9 73 2135 3500223 0 830447 861898 6703764 6646476 1220922 2622780 2521746 2854685 11276879 12985839 99600 158488 0 0 3371828 3493531 0 0 0 7708117 7356583 11179545 11008602 97334 1977237 37724891 40160166 11988423 12134813 25736468 28025353 TO MAINTAIN FRATERNITY CHAPTERS INTERNATIONALLY. 0 0 THE FRATERNITY HAS 400 COLLEGIATE AND ALUMNAE CHAPTERS LOCATED THROUGHOUT THE US AND CANADA. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 73 1 1 1 0 0 0 0 492960 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X X THE ORGANIZATION 3178720540 1036 S RANGELINE ROAD CARMEL IN 46032 DINAH JACKSON LAUGHERY PRESIDENT 15.00 X X 0 0 0 MEREDITH HARRIS BRASELMAN VICE PRESIDENT COLLEGIATE AREA I 15.00 X X 0 0 0 STANCY ROBINSON HAGANS VICE PRESIDENT COLLEGIATE AREA II 15.00 X X 0 0 0 JACQUE GREEN LISH VICE PRESIDENT COLLEGIATE AREA III 15.00 X X 0 0 0 KERY REINKEMYER WEBB VICE PRESIDENT ALUMNAE AREA I 15.00 X X 0 0 0 BARB CHANG-HOLT VICE PRESIDENT ALUMNAE AREA II 15.00 X X 0 0 0 SHANNON ASHLEY FERGUSON SECRETARY-TREASURER 15.00 X X 0 0 0 KARLA LUNDGREN WHEELER EXTENSION DIRECTOR 15.00 X 0 0 0 KATIE PEOPLES ZAMULINSKY NPC DELEGATE 15.00 X 0 0 0 MEGHAN PARKER EXECUTIVE DIRECTOR 40.00 X 196081 0 14695 ASHLEY SHERMAN CHIEF COMMUNICATIONS OFFICER 40.00 X 103826 0 11565 299907 0 26260 2 0 1 0 0 861898 861898 MEMBERSHIP DUES 900099 3886885 3886885 CHAPTER ACCOUNTING SERVICES 541200 1173585 1173585 NATIONAL CONVENTION/LEADERSHIP CO 611430 993908 993908 CHAPTER INSURANCE 900099 592098 592098 6646476 1096965 1096965 877443 877443 10993763 9467948 1525815 1525815 1525815 734884 232981 501903 501903 REIMBURSEMENT FROM AFFILIATES 900099 1441798 1441798 BAD DEBT RECOVERY 900099 30349 30349 OTHER REVENUE 900099 3192 3192 1475339 12985839 8623718 3500223 0 158488 228231 2566609 67820 401041 229830 21873 34840 330156 61141 1053701 591030 239402 1603221 84410 650675 EXTENSION 1508107 CHAPTER SERVICES 714075 THEMIS PUBLICATION 463952 11008602 1676453 1523531 140112 66614 776786 634845 185496 383520 139585 212488 1416616 971832 529194 444784 22725745 25268714 11551520 11625670 37724891 40160166 627297 554793 0 144555 11361126 11435465 11988423 12134813 X 25736468 28025353 25736468 28025353 37724891 40160166 1977237 311648 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 563178 225271 337907 853438 746561 106877 444784 FUNDS HELD FOR CHAPTERS 11435465 DUE FROM ZETA TAU ALPHA FRATERNITY HOUSING CORPORATION 190205 11625670 FUNDS HELD FOR CHAPTERS 11435465 11435465 X 13169963 311648 232981 544629 12625334 330156 30349 360505 12985839 10881078 232981 232981 10648097 330156 30349 360505 11008602 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, 2025 AND 2024, 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, 2024. 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 232,981. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY 30,349. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 232,981. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY 30,349. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES MEMBER DUES AND FEES FOR CANADIAN CHAPTERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 GAMMA OMICRON CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 237023648 501(C)(7) 180 0 SECURITY UPGRADES THETA GAMMA CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 741868466 501(C)(7) 1468 0 SECURITY UPGRADES ALPHA OMICRON CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 420614200 501(C)(7) 1880 0 SECURITY UPGRADES ZETA ALPHA CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 356068181 501(C)(7) 4225 0 SECURITY UPGRADES BETA OMICRON CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 237016415 501(C)(7) 5009 0 SECURITY UPGRADES ETA THETA CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 510142611 501(C)(7) 5842 0 SECURITY UPGRADES ALPHA XI CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 350867563 501(C)(7) 5929 0 SECURITY UPGRADES BETA GAMMA CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 237018053 501(C)(7) 6253 0 SECURITY UPGRADES THETA XI CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 311243618 501(C)(7) 7189 0 SECURITY UPGRADES BETA UPSILON CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 371622803 501(C)(7) 7372 0 SECURITY UPGRADES THETA TAU CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 561230737 501(C)(7) 10990 0 SECURITY UPGRADES ZETA CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 237016599 501(C)(7) 17785 0 SECURITY UPGRADES IOTA RHO CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 311243619 501(C)(7) 19857 0 SECURITY UPGRADES KAPPA UPSILON CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 593797773 501(C)(7) 20000 0 SECURITY UPGRADES ETA PHI CHAPTER 1036 S RANGELINE ROAD CARMEL IN 46032 237333950 501(C)(7) 44509 0 SECURITY UPGRADES 0 15 PART I, LINE 2: THE FRATERNITY GRANTS MONEY TO THE FHC BASED ON A GRANT APPLICATION AND MONITORS THE USE OF THOSE FUNDS THROUGH PERIODIC REPORTING. X X X X 0 0 0 MEGHAN PARKER EXECUTIVE DIRECTOR 186081 0 10000 0 0 0 6678 0 8017 0 210776 0 0 0 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 A, LINE 7A THE LEGISLATIVE POWER OF THE FRATERNITY IS VESTED IN THE INTERNATIONAL CONVENTION THAT MEETS BIENNIALLY IN A LOCATION SELECTED BY THE NATIONAL COUNCIL. THE INTERNATIONAL CONVENTION SHALL BE COMPOSED OF THE FOLLOWING DELEGATES: THE MEMBERS OF THE NATIONAL COUNCIL, NATIONAL COMMITTEE CHAIRS, ALUMNAE NATIONAL OFFICERS, COLLEGIATE NATIONAL OFFICERS, COORDINATORS, OFFICERS OF THE ZETA TAU ALPHA FRATERNITY HOUSING CORPORATION, OFFICERS OF THE ZETA TAU ALPHA FOUNDATION, THE EXECUTIVE DIRECTOR OF THE FRATERNITY (PROVIDED THE EXECUTIVE DIRECTOR IS A MEMBER OF THE FRATERNITY), FORMER NATIONAL PRESIDENTS (PROVIDED THE FORMER NATIONAL PRESIDENT DOES NOT HAVE ANOTHER VOTING ROLE) AND ONE OFFICIAL DELEGATE FROM EACH COLLEGIATE CHAPTER AND EACH ALUMNAE CHAPTER OR THE ALTERNATE IN THE ABSENCE OF THE OFFICIAL DELEGATE. THE CONVENTION SHALL ELECT THE MEMBERS OF THE NATIONAL COUNCIL, REVISE THE CONSTITUTION & BYLAWS AND RITUALS, ADOPT RECOMMENDATIONS AND EXERCISE ALL OTHER POWERS VESTED IN SUCH A BODY. THE CONVENTION SHALL HAVE THE POWER TO ADOPT AND AMEND POLICIES FOR THE FRATERNITY. 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 DIRECTORS' 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 APPLICABLE, 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. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.