2026-06-04T09:46:14+00:00 2025-07-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-08-01 311020203 Delta Tau Delta Educational Foundation Inc DELT 3172840203 9100 Keystone Crossing 830 Indianapolis IN 46240 Jack C Kreman CEO 2026-06-04 true Nicole Fishback P01279475 3173834000 2026-06-15 2024 2025-03-06 01:10:19Z X Steve K Vedra 9100 Keystone Crossing 830 Indianapolis IN 46240 6645921 false X www.delts.org X 1911 IN THE DELTA TAU DELTA EDUCATIONAL FOUNDATION, INC. IS ORGANIZED TO ENCOURAGE, ASSIST, PROMOTE, FOSTER, AND SUPPORT EDUCATION. 19 19 11 19 0 0 2704483 3156504 155266 162218 697228 716250 0 0 3556977 4034972 1039735 1848558 0 0 869225 910521 66555 0 775664 1073647 1349043 3049162 4108122 507815 -73150 29337074 31450256 476785 569843 28860289 30880413 THE DELTA TAU DELTA EDUCATIONAL FOUNDATION, INC. IS ORGANIZED TO RAISE, MANAGE AND GRANT FUNDS FOR THE BENEFIT OF THE EDUCATIONAL AND LEADERSHIP PROGRAMS OF DELTA TAU DELTA FRATERNITY AND ITS CHAPTERS SO MEMBERS FULFILL THE DELT CREED, LIVE LIVES OF EXCELLENCE, AND THEREBY HAVE A POSITIVE IMPACT ON SOCIETY. false false 1446937 1167809 84016 CHAPTER ASSISTANCE: SUPPORT TO CHAPTER THROUGH GRANTING OF FUNDS FOR QUALIFIED EDUCATIONAL HOUSING IMPROVEMENTS AND EDUCATIONAL INITIATIVES. 923038 92545 78192 UNDERGRADUATE ASSISTANCE: SCHOLARSHIPS AWARDED TO UNDERGRADUATE MEMBERS WHO EXCELLED IN THE AREAS OF SCHOLARSHIP, LEADERSHIP, COMMUNITY SERVICE. 250700 588204 10 INDIVIDUAL AND GROUP COUNSELING: THE CONDUCT OF INDIVIDUAL AND GROUP COUNSELING TO CHAPTER MEMBERS AND THE TRAINING OF INDIVIDUALS TO DO SUCH COUNSELING. GROUP COUNSELING INCLUDES WORKSHOPS AND LECTURES ON LEADERSHIP AND PERSONAL DEVELOPMENT, RISK MANAGEMENT, UNDERSTANDING THE FREE ENTERPRISE SYSTEM, ACHIEVEMENT OF HIGH SCHOLASTIC ATTAINMENT, CITIZENSHIP AND PATRIOTISM, ALCOHOL AND SUBSTANCE ABUSE PREVENTION, AND ADVANCED LEADERSHIP TRAINING FOR SELECTED INDIVIDUALS. INDIVIDUAL COUNSELING INCLUDES ONE-ON-ONE SESSIONS WITH SELECTED UNDERGRADUATE CHAPTER MEMBERS OF THE DELTA TAU DELTA FRATERNITY REGARDING LEADERSHIP OPPORTUNITIES, SCHOLARSHIP, AND STUDYING TECHNIQUES. IN ADDITION, THE DELTA TAU DELTA EDUCATIONAL FOUNDATION, INC. CONDUCTS CHARITABLE AND EDUCATIONAL ACTIVITIES AT THE DELTA TAU DELTA FRATERNITY'S ANNUAL DIVISIONAL CONFERENCES AND BIENNIAL NATIONAL CONVENTION. SUCH ACTIVITIES INCLUDE WORKSHOPS AND SEMINARS IN THE AREAS OF LEADERSHIP, SCHOLARSHIP, LIFE SKILLS, (CONTINUED ON SCHEDULE O) 2620675 true true false false false false false false false true true false false false true false true false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false true 13 0 true 11 true true true false false false false false false false false false false false X 19 19 false false false false false false false true true false false false true true true true true true true true false false IN X Nicholas R Zuniga 3172840210 9100 Keystone Crossing Suite 830 Indianapolis IN 46240 Daniel Stith Vice Chairman 5.0 0.0 X X 0 0 0 Jeffry Henning Secretary 5.0 0.0 X X 0 0 0 Michael Shonrock Chairman 5.0 0.0 X X 0 0 0 P Chris Mickel Treasurer 5.0 0.0 X X 0 0 0 Alexander Schriver Director 5.0 0.0 X 0 0 0 Anthony Albanese Director 5.0 0.0 X 0 0 0 Daniel Dungan Director 5.0 0.0 X 0 0 0 Gregory Ethridge Director 5.0 0.0 X 0 0 0 Gregory Kazarian Director 5.0 0.0 X 0 0 0 James Wisbrock Director 5.0 0.0 X 0 0 0 Jeffrey Burns Director 5.0 0.0 X 0 0 0 Jerome Kerkman Director 5.0 0.0 X 0 0 0 John Gleeson Director 5.0 0.0 X 0 0 0 Kent Hance Director 5.0 0.0 X 0 0 0 Mark Aschliman Director 5.0 0.0 X 0 0 0 Rory Jones Director 5.0 0.0 X 0 0 0 Scott Sinner Director 5.0 0.0 X 0 0 0 Timothy Cullen Director 5.0 0.0 X 0 0 0 William McMeans Director 5.0 0.0 X 0 0 0 Nick Zuniga Chief Admin Officer 40.0 0.0 X 132948 0 12300 Steven Vedra President 40.0 0.0 X 151081 0 30852 Tony Vulkusich VP of Advancement 40.0 0.0 X 148973 0 9867 433002 0 53019 3 false true false 0 3156504 3156504 RENTAL INCOME FROM DELTA TAU DELTA FRATERNITY 532000 154662 154662 MISCELLANEOUS INCOME 900099 7556 7556 0 0 0 0 162218 717524 717524 0 0 2609675 2610949 -1274 0 -1274 -1274 0 0 0 0 0 4034972 162218 0 716250 1676634 1676634 171924 171924 354627 88969 141879 123779 0 0 0 0 480981 120129 181849 179003 9977 3437 3013 3527 0 0 0 0 64936 17822 25136 21978 0 0 0 0 31557 10745 2711 18101 144607 41256 103351 0 0 0 0 0 0 0 71961 0 71961 0 0 0 0 0 0 0 0 0 214044 57739 44846 111459 0 0 0 0 0 0 0 0 124122 82864 37709 3549 108409 47799 0 60610 0 0 0 0 145433 30341 35782 79310 -14089 0 0 -14089 0 0 0 0 60125 40139 18266 1720 74671 23793 31421 19457 MISCELLANEOUS EXPENSES 267608 207084 12253 48271 DONOR RECOGNITION EXPENSE 7296 1606 5690 FUNDRAISING 113299 113299 0 0 0 0 4108122 2620675 711783 775664 0 0 0 0 0 0 2268815 1620839 1795982 1803780 192504 192504 0 0 0 0 459842 418686 0 0 63752 109808 4336978 2672174 1724929 1664804 22215743 25181260 370448 350119 0 245059 108456 29337074 31450256 97701 153559 0 0 0 379084 416284 476785 569843 X 2995676 3175662 25864613 27704751 28860289 30880413 29337074 31450256 X -73150 2004341 79310 9623 X false true true false X 3581559 6378476 3700424 2704483 3156504 19521446 0 0 3581559 6378476 3700424 2704483 3156504 19521446 1134575 18386871 719809 488276 660707 696073 717524 3282389 24122 24122 0 0 0 0 0 0 22827957 755062 0.80545 0.7897 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13710068 661039 1527826 313389 239516 15346028 12639269 37387 1623587 260959 0 329216 13710068 12125384 192538 868690 335336 -2057 214064 12639269 13998164 315833 -1414818 384926 148607 240262 12125384 11600286 74318 2945298 348911 0 272827 13998164 0.0 0.4767 0.5233 false false 761623 761623 2337015 1473637 863378 154242 147108 7134 1084098 1051429 32669 1664804 Federal Income Taxes CHARITABLE GIFT ANNUITITES 88992 REINSURED ANNUITY CONTRACTS 257346 DUE TO DELTA TAU DELTA FRATERNITY 69946 416284 6046662 2004341 79310 0 0 2083651 3963011 71961 0 71961 4034972 4026538 0 0 0 0 0 4026538 71961 9623 81584 4108122 Schedule D, Part X, Line 2 ASC DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds The Endowment funds are used to fund scholarships awarded based on various criteria including financial need, academic achievement, leadership, citizenship, and service to the delta tau delta fraternity and community. In addition, several endowment funds are used to fund the annual grant to delta tau delta fraternity which provides educational programming in the areas of alcohol abuse, substance abuse, leadership, and achievement of high scholastic attainment. Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements BAD DEBT EXPENSE - 9623 true Delta Tau Delta Fraternity 9100 Keystone Crossing Suite 830 Indianapolis IN 46240 350267650 501 (c) (7) 719619 FMV Educational Support Delta Gamma Chapter Association PO Box 1612 Sioux Falls SD 57101 460225510 501 (c) (7) 14600 FMV Educational Support Delta Alpha Chapter of Delta Tau Delta 6021 Melrose Lane Oklahoma City OK 73127 501 (c) (7) 150000 FMV Construction Grant 0 3 SCHOLARSHIPS 79 171924 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds The organization monitors the use of grant funds paid in one of two ways: By paying the vendor directly or by reimbursing appropriate individuals who provide receipts that support the funds were used for their intended purpose. X X X false false false false false false false false false Steven Vedra President 149162 0 0 0 1919 0 18483 0 12369 0 181933 0 0 0 Tony Vulkusich VP of Advancement 136573 0 10000 0 2400 0 7261 0 2606 0 158840 0 0 0 Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION SUBSTANCE AND ALCOHOL ABUSE AND SIMILAR SUBJECTS. SUCH ACTIVITIES ALSO INCLUDE REPORTS OF VARIOUS COMMITTEES ON SCHOLARSHIP, CHARITABLE AND EDUCATIONAL ENDEAVORS AND SIMILAR SUBJECTS. THE ORGANIZATION ALSO PROVIDES 3-DAY INTENSIVE LEADERSHIP EDUCATION EXPERIENCE DESIGNED SPECIFICALLY FOR UNDERGRADUATE CHAPTER PRESIDENTS AND CHAPTER ADVISORS REGARDING INTEGRITY, ACCOUNTABILITY, LEADERSHIP STYLES, AND CREATING A FOUNDATION FOR EXCELLENCE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT, AN INDEPENDENT ACCOUNTING FIRM, AND THE ORGANIZATION'S AUDIT COMMITTEE. THE FINAL FORM IS THEN SENT ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICY STATES THAT NO DIRECTOR OR MEMBER OF A BOARD COMMITTEE SHALL USE THEIR POSITION OR KNOWLEDGE GAINED THERE FROM IN SUCH A MANNER THAT A CONFLICT BETWEEN THE INTEREST OF THE ORGANIZATION AND HIS OR HER PRIVATE INTEREST ARISES. THE CONDUCT OF PERSONAL BUSINESS OR THE ENTERING INTO SUCH A TRANSACTION BETWEEN ANY DIRECTOR OR BOARD COMMITTEE MEMBER AND THE FOUNDATION IS PROHIBITED UNLESS SUCH BUSINESS OR TRANSACTION IS FULLY DISCLOSED TO THE BOARD OF DIRECTORS AND THEN ONLY IF SUCH BUSINESS OR TRANSACTIONS IS APPROVED BY THE BOARD OF DIRECTORS. ANY DIRECTOR OR BOARD COMMITTEE MEMBER WHO IS AWARE OF A POTENTIAL CONFLICT OF INTEREST IS OBLIGATED TO DISCLOSE SUCH TO THE ENTIRE BOARD. TO IMPLEMENT THE POLICY, BOARD MEMBERS AND BOARD COMMITTEE MEMBERS WILL SUBMIT ANNUAL REPORTS ON A FORM APPROVED BY THE BOARD, AND IF NOT PREVIOUSLY DISCLOSED, WILL DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT BEFORE ANY ADDITIONAL BOARD ACTION IS TAKEN. THESE ANNUAL REPORTS WILL BE REVIEWED IN DETAIL BY THE OFFICERS OF THE BOARD WHO WILL ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT AND, IN THE ABSENCE OF A RESOLUTION, WILL REFER ALL SUCH MATTERS TO THE FULL BOARD OF DIRECTORS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE REVIEWS PERFORMANCE CRITERIA AND COMPENSATION FOR THE PRESIDENT AND VICE PRESIDENT OF FINANCE AND OPERATIONS/ASSISTANT SECRETARY. THE ORGANIZATION REGULARLY COLLECTS COMPENSATION DATA FROM PUBLISHED INDUSTRY SURVEY OF THE 4-5 PEER FOUNDATIONS WHO HAVE SIMILAR SIZE FOUNDATIONS, ASSETS, PROGRAMS AND STAFFING CONFIGURATIONS. THIS PROCESS WAS LAST UNDERTAKEN IN NOVEMBER 2025 AND IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances BAD DEBT EXPENSE - 9623; Total - 9623;