Nonprofit · EIN 31-0987111
ZETA TAU ALPHA FOUNDATION INC
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $6,794,210 | $4,803,916 | $1,990,294 | $33,194,920 | $4,237 | $33,190,683 |
| July 31, 2024 | 990 | $6,431,756 | $4,555,639 | $1,876,117 | $30,290,540 | $0 | $30,290,540 |
| July 31, 2023 | 990 | $5,803,665 | $4,027,969 | $1,775,696 | $26,017,727 | $0 | $26,017,727 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $5,771,469
- Program service revenue
- $0
- Investment income
- $1,021,574
- Net gain from sales of assets
- -$605,495
- Other revenue
- $1,167
Expenses
- Grants and similar amounts paid
- $3,309,097
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $28,350
- Occupancy
- $57,465
- Travel
- $22,994
- Program services (functional)
- $4,004,892
- Management and general (functional)
- $572,985
- Fundraising (functional)
- $226,039
Balance sheet and other
- Total assets, start of year
- $30,290,540
- Total assets, end of year
- $33,194,920
- Total liabilities, end of year
- $4,237
- Net assets, end of year
- $33,190,683
- Publicly traded securities
- $29,983,250
- Net assets without donor restrictions
- $25,437,816
- Net assets with donor restrictions
- $7,752,867
- Gross receipts
- $21,657,252
- Employees
- 0
- Volunteers
- 8,000
- Year formed
- 1954
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN HOF CARPENTER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CARLA MARTIN COBB | VP OF COLLEGIATE DEVELOPMENT Trustee or director, Officer | 2 | $0 |
| MARLENE DUNBAR CONRAD | VP OF PHILANTHROPY Trustee or director, Officer | 2 | $0 |
| STEPHANIE ARNETTE POWELL | VP OF ALUMNAE DEVELOPMENT Trustee or director, Officer | 2 | $0 |
| KRISTEN HUMESTON HARTHORN | VP OF SCHOLARSHIP Trustee or director, Officer | 2 | $0 |
| KAY DILL KREUTZER | SECRETARY-TREASURER Trustee or director, Officer | 2 | $0 |
| SHANNON ASHLEY FERGUSON | DIRECTOR Trustee or director | 1 | $0 |
| BECKY HAINSWORTH KIRWAN | DIRECTOR Trustee or director | 1 | $0 |
| DINAH JACKSON LAUGHERY | DIRECTOR Trustee or director | 1 | $0 |
| NATALIE YINGLING LISKO | DIRECTOR Trustee or director | 1 | $0 |
| CASEY GUIMBELLOT PASH | DIRECTOR Trustee or director | 1 | $0 |
| SHERRY SERVER TILLEY | DIRECTOR Trustee or director | 1 | $0 |
| MEGHAN VICINUS PARKER | EXECUTIVE DIRECTOR Officer | 2 | $0 |
990 for the year ended July 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN HOF CARPENTER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CARLA MARTIN COBB | VP OF COLLEGIATE DEVELOPMENT Trustee or director, Officer | 2 | $0 |
| MARLENE DUNBAR CONRAD | VP OF PHILANTHROPY Trustee or director, Officer | 2 | $0 |
| CYNTHIA BYARS COURTNEY | VP OF ALUMNAE DEVELOPMENT Trustee or director, Officer | 2 | $0 |
| KRISTEN HUMESTON HARTHORN | VP OF SCHOLARSHIP Trustee or director, Officer | 2 | $0 |
| KAY DILL KREUTZER | SECRETARY-TREASURER Trustee or director, Officer | 2 | $0 |
| SHANNON ASHLEY FERGUSON | DIRECTOR Trustee or director | 1 | $0 |
| NORA NELL HARDY JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| BECKY HAINSWORTH KIRWAN | DIRECTOR Trustee or director | 1 | $0 |
| DINAH JACKSON LAUGHERY | DIRECTOR Trustee or director | 1 | $0 |
| NATALIE YINGLING LISKO | DIRECTOR Trustee or director | 1 | $0 |
| CASEY GUIMBELLOT PASH | DIRECTOR Trustee or director | 1 | $0 |
| SHERRY SERVER TILLEY | DIRECTOR Trustee or director | 1 | $0 |
| MEGHAN VICINUS PARKER | EXECUTIVE DIRECTOR Officer | 2 | $0 |
990 for the year ended July 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN HOF CARPENTER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARLENE DUNBAR CONRAD | VP-PHILANTHROPY Trustee or director, Officer | 2 | $0 |
| KRISTEN HUMESTON HARTHORN | VP-SCHOLARSHIP Trustee or director, Officer | 2 | $0 |
| CYNTHIA BYARS COURTNEY | VP-ALUMNAE DEVELOPMENT Trustee or director, Officer | 2 | $0 |
| CARLA MARTIN COBB | VP-COLLEGIATE DEVELOPMENT Trustee or director, Officer | 2 | $0 |
| KAY DILL KREUTZER | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| SHANNON ASHLEY FERGUSON | DIRECTOR Trustee or director | 1 | $0 |
| NORA NELL HARDY JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| BECKY HAINSWORTH KIRWAN | DIRECTOR Trustee or director | 1 | $0 |
| DINAH JACKSON LAUGHERY | DIRECTOR Trustee or director | 1 | $0 |
| NATALIE YINGLING LISKO | DIRECTOR Trustee or director | 1 | $0 |
| CASEY GUIMBELLOT PASH | DIRECTOR Trustee or director | 1 | $0 |
| SHERRY SERVER TILLEY | DIRECTOR Trustee or director | 1 | $0 |
| MEGHAN VICINUS PARKER | EXECUTIVE DIRECTOR Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1036 S RANGELINE RD, CARMEL, IN 46032-2544
- Principal officer (990 for 2024)
- CAROLYN HOF CARPENTER, 1036 S RANGELINE ROAD, CARMEL, IN 46032
- Signed the 990
- KAY DILL KREUTZER, SECRETARY/TREASURER
- Phone
- (317) 872-0540
- Website
- ZETATAUALPHA.ORG
- Return prepared by
- BLUE & CO LLC
Mission
ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUNDRAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS.
Program accomplishments
- ZETA TAU ALPHA FOUNDATION, INC. HELPS TO SUPPORT AND EDUCATE THE PUBLIC ON THE FOLLOWING: -HEALTH AND SAFETY ISSUES SUCH AS DRINKING RESPONSIBLY, SEXUAL ASSAULT PREVENTION, MENTAL WELL-BEING AND HAZING PREVENTION.-LEADERSHIP DEVELOPMENT INCLUDING COMMUNICATION SKILL, FINANCIAL MANAGEMENT, ACADEMIC ACHIEVEMENT, INTERPERSONAL SKILLS AND PROBLEM-SOLVING SKILLS.-BREAST CANCER EDUCATION AND AWARENESS WITH A SIGNIFICANT EMPHASIS ON BREAST CANCER RESEARCH.Expenses $2,480,188 · grants $1,904,753 · revenue $1,167
- ZETA TAU ALPHA FOUNDATION, INC. PROVIDES SCHOLARSHIPS TO QUALIFIED COLLEGE STUDENTS. IN FISCAL YEAR 2025, THE PROGRAM SERVICED 459 STUDENTS.Expenses $1,524,704 · grants $1,404,344
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 31-0987111
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $33,194,920
- Income (IRS master file)
- $21,657,252
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $6,794,210 | $4,803,916 | $33,194,920 | XML |
| 990 | July 2024 | $6,431,756 | $4,555,639 | $30,290,540 | XML |
| 990 | July 2023 | $5,803,665 | $4,027,969 | $26,017,727 | XML |
| 990 | July 2022 | $6,747,207 | $4,011,790 | $23,586,079 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0987111).
Questions about ZETA TAU ALPHA FOUNDATION INC
- What is the EIN of ZETA TAU ALPHA FOUNDATION INC?
- The employer identification number (EIN) of ZETA TAU ALPHA FOUNDATION INC is 31-0987111.
- Is ZETA TAU ALPHA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to ZETA TAU ALPHA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ZETA TAU ALPHA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ZETA TAU ALPHA FOUNDATION INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ZETA TAU ALPHA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of ZETA TAU ALPHA FOUNDATION INC?
- The 990 for the year ended July 31, 2025 names CAROLYN HOF CARPENTER.
- Who are the officers and directors of ZETA TAU ALPHA FOUNDATION INC?
- The 990 for the year ended July 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ZETA TAU ALPHA FOUNDATION INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $6,794,210, expenses of $4,803,916 and total assets of $33,194,920 at year end.
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