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DELTA ZETA SORORITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DELTA ZETA SORORITY (EIN 35-0267676)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-03-21
IRS object ID
202410819349301811
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-21T19:14:26-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 WALNUT STREET SUITE 3000AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350267676EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DELTA ZETA SORORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN J GOTTSCHALLInCareOfNm
Business Name ControlDELTBusinessNameControlTxt
Phone5135237597PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1202 EAST CHURCH STREETAddressLine1Txt
CityOXFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA WINSLOW MENGESPersonNm
Person TitleCHIEF EXECUTIVE OFFIPersonTitleTxt
Phone5135237597PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCYNTHIA WPersonFirstNm
Person LastMENGESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAaron HershbergerPreparerPersonNm
PTINP00961884PTIN
Phone5136218300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCYNTHIA WINSLOW MENGESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1202 EAST CHURCH STREETAddressLine1Txt
CityOXFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45056ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,174,866GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.DELTAZETA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1902FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionDELTA ZETA SORORITY IS THE INTERNATIONAL HEADQUARTERS FOR DELTA ZETA COLLEGIATE AND ALUMNAE CHAPTERS AROUND THE U.S. AND PROVIDES GUIDANCE, SUPPORT AND SERVICES TO THE CHAPTERS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee36TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$622,855TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$219,101PYContributionsGrantsAmt
CY Contributions Grants$51,799CYContributionsGrantsAmt
PY Program Service Revenue$2,928,844PYProgramServiceRevenueAmt
CY Program Service Revenue$3,226,857CYProgramServiceRevenueAmt
PY Investment Income$1,142,355PYInvestmentIncomeAmt
CY Investment Income$620,334CYInvestmentIncomeAmt
PY Other Revenue$3,215,761PYOtherRevenueAmt
CY Other Revenue$3,273,355CYOtherRevenueAmt
PY Total Revenue$7,506,061PYTotalRevenueAmt
CY Total Revenue$7,172,345CYTotalRevenueAmt
PY Grants And Similar Paid$197,316PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$65,523CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,734,868PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,900,164CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,043,038PYOtherExpensesAmt
CY Other Expenses$3,293,395CYOtherExpensesAmt
PY Total Expenses$5,975,222PYTotalExpensesAmt
CY Total Expenses$6,259,082CYTotalExpensesAmt
PY Revenues Less Expenses$1,530,839PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$913,263CYRevenuesLessExpensesAmt
Total Assets BOY$36,313,769TotalAssetsBOYAmt
Total Assets EOY$38,841,612TotalAssetsEOYAmt
Total Liabilities BOY$7,168,531TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,544,152TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,145,238NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,297,460NetAssetsOrFundBalancesEOYAmt
MissionDELTA ZETA SORORITY IS THE INTERNATIONAL HEADQUARTERS FOR DELTA ZETA COLLEGIATE AND ALUMNAE CHAPTERS AROUND THE U.S. IN THIS CAPACITY, IT PROVIDES GUIDANCE, SUPPORT AND SERVICES TO THE CHAPTERS, WHICH ARE AFFILIATED LOCAL GROUPS OF MEMBERS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescSUPPORT AND SERVICES FOR SORORITY CHAPTERSDesc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee36EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN J GOTTSCHALLPersonNm
Phone5135237597PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1202 E CHURCH STAddressLine1Txt
CityOXFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45056ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JOHN GOTTSCHALL
CHIEF FINANCIAL OFFICER40.00.0Yes (X)$554,683$0$51,944
CYNTHIA WINSLOW MENGES
CHIEF EXECUTIVE OFFICER40.010.0Yes (X)$317,898$0$51,944
LAUREN DAVIS CAMPBELL
NATIONAL VICE PRESIDENT8.00.0Yes (X)$0$0$0Yes (X)
PHYLLIS SUNDBERG DAVIS
NATL PANHELLENIC CONF DELEGATE8.00.0Yes (X)$0$0$0Yes (X)
LAURA BAXTER HEDENBERG
NATIONAL VICE PRESIDENT8.00.0Yes (X)$0$0$0Yes (X)
CATHY IRVIN PAINTER
NATIONAL VICE PRESIDENT8.08.0Yes (X)$0$0$0Yes (X)
CHRISTY PHILLIPS-BROWN
NATIONAL PRESIDENT20.02.0Yes (X)$0$0$0Yes (X)
ANA RODRIGUEZ-NEWBERN
NATIONAL VICE PRESIDENT8.00.0Yes (X)$0$0$0Yes (X)
STACEY WHEELER SLAUGHTER
NATIONAL VICE PRESIDENT8.00.0Yes (X)$0$0$0Yes (X)
DIANE M STECHER
PAST NATIONAL PRESIDENT8.00.0Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$872,581TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$103,888TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ROYLE PRINTING
745 SOUTH BIRD STREETSUN PRARIEWI53590PRINTING SERVICES$222,342
BILLHIGHWAY
363 WEST BIG BEAVER ROADTROYMI48084BILLING SERVICES$188,624
BARNES THORNBURG LLP
41 SOUTH HIGH STREET SUITE 300COLUMBUSOH43215LEGAL SERVICES$110,938
MIAMI UNIVERSITY
701 EAST SPRING STREETOXFORDOH45056EVENT SERVICES$106,065
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$51,799AllOtherContributionsAmt
Total Contributions$51,799TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
College Audit Fees900099$90,764$90,764
National Conference/Convention900099$158,940$158,940
National Dues900099$2,188,544$2,188,544
New Member Fees900099$248,805$248,805
Initiation Fees900099$444,360$444,360

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$95,444TotalRevenueColumnAmt
Related Or Exempt Func Income$95,444RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,226,857TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$622,855TotalRevenueColumnAmt
Unrelated Business Revenue$622,855UnrelatedBusinessRevenueAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$996,284RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$996,284RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$996,284TotalRevenueColumnAmt
Exclusion$996,284ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,521SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,521SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,521TotalRevenueColumnAmt
Exclusion-$2,521ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$786,296GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$786,296TotalRevenueColumnAmt
Related Or Exempt Func Income$786,296RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Expense Reimbursement900099$1,466,388$1,466,388
Miscellaneous900099$24,387$24,387
FieldValueIRS element (for citing)
Other Revenue Total$1,490,775OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,172,345TotalRevenueColumnAmt
Related Or Exempt Func Income$5,503,928RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$622,855UnrelatedBusinessRevenueAmt
Exclusion$993,763ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$65,523TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$976,469TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,433,107TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$37,573TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$209,865TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$243,150TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$58,559TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,100TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$49,199TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$246,122TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$415,296TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$53,069TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$203,637TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$420,035TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$222,401TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$488,887TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,842TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CHAPTER SERVICES$491,036
MEMBERSHIP RESOURCES$100,287
MEMBERSHIP DEVELOPMENT$86,466
CHAPTER OFFICER TRAINING$175,405

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$221,054TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,259,082TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,428,617BOYAmt
EOY$1,604,052EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$112,703BOYAmt
EOY$112,803EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$360,536BOYAmt
EOY$290,899EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$21,070,490LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,558,711LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,902,510BOYAmt
EOY$11,511,779EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,246,773BOYAmt
EOY$23,060,425EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$260,000BOYAmt
EOY$275,000EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,002,630BOYAmt
EOY$1,986,654EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$36,313,769BOYAmt
EOY$38,841,612EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$589,023BOYAmt
EOY$365,567EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$162,155BOYAmt
EOY$386,575EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$6,224,806BOYAmt
EOY$5,615,439EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$192,547BOYAmt
EOY$1,176,571EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,168,531BOYAmt
EOY$7,544,152EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,235,644BOYAmt
EOY$15,916,594EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,909,594BOYAmt
EOY$15,380,866EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,145,238BOYAmt
EOY$31,297,460EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,313,769BOYAmt
EOY$38,841,612EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$913,263ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,238,959NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,545,855OtherCostOrOtherBasisAmt
Book Value$1,545,855BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,521,366OtherCostOrOtherBasisAmt
Depreciation$8,139,160DepreciationAmt
Book Value$9,382,206BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$940,143OtherCostOrOtherBasisAmt
Depreciation$694,870DepreciationAmt
Book Value$245,273BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,063,126OtherCostOrOtherBasisAmt
Depreciation$724,681DepreciationAmt
Book Value$338,445BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$11,511,779TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Other Assets$223,524
CHAPTER PROP - INV, ADV, REC$810,083
RIGHT-OF-USE ASSETS$953,047
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,986,654TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OTHER LIABILITIES$223,524
LEASE LIABILITY$953,047
FieldValueIRS element (for citing)
Total Liability$1,176,571TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,362,105TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,238,959NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,238,959RevenueNotReportedAmt
Revenue Subtotal$7,123,146RevenueSubtotalAmt
Investment Expenses Not Incld$49,199InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$49,199RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,172,345TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,209,883TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$6,209,883ExpensesSubtotalAmt
Investment Expenses Not Incld2$49,199InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$49,199ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,259,082TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
DELTA ZETA FOUNDATION
202 EAST CHURCH STREETOXFORDOH45056310940640501(C)(3)$13,724SCHOLARSHIPS
DELTA ZETA FOUNDATION
202 EAST CHURCH STREETOXFORDOH45056310940640501(C)(3)$51,799CENTENNIAL GARDEN RENOVATION
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANT MONITORING DELTA ZETA SORORITY MAKES A GRANT IN THE AMOUNT OF $1 PER MEMBER TO DELTA ZETA FOUNDATION. THIS GRANT IS USED BY THE FOUNDATION TO PROVIDE SCHOLARSHIPS TO MEMBERS IN FINANCIAL NEED. NO ADDITIONAL MONITORING OF THE GRANTS IS PERFORMED BY DELTA ZETA SORORITY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
JOHN GOTTSCHALL
CHIEF FINANCIAL OFFICER$303,323$0$0$0$251,360$0$46,350$0$5,594$0$606,627$0$251,360
CYNTHIA WINSLOW MENGES
CHIEF EXECUTIVE OFFICER$317,898$0$0$0$0$0$46,350$0$5,594$0$369,842$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 4BFormAndLineReferenceDesc
ExplanationJOHN GOTTSCHALL received $251,360 from a deferred compensation arrangement. JOHN GOTTSCHALL received a $25,000 contribution to a nonqualified deferred compensation plan for the calendar year ended December 31, 2022. CYNTHIA WINSLOW MENGES received a $25,000 contribution to a nonqualified deferred compensation plan for the calendar year ended December 31, 2022.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BREVIEW OF THE FORM 990 THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE ITS FORM 990. ONCE PREPARED, THE FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND BUSINESS CONTROLLER BEFORE IT IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY THE BOARD OF DIRECTORS FOR THE DELTA ZETA SORORITY IS RESPONSIBLE FOR THE WRITTEN CONFLICT OF INTEREST POLICY AND MONITORS ADHERENCE TO THE POLICY. THE SORORITY AVOIDS HIRING PERSONNEL WHO COULD POTENTIALLY CAUSE CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15AREVIEW OF COMPENSATION AN ADMINISTRATIVE COMMITTEE WHICH IS PART OF THE NATIONAL COUNCIL REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER ON AN ANNUAL BASIS. THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER REVIEW THE REMAINING STAFF.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
DELTA ZETA FOUNDATION
202 EAST CHURCH STREETOXFORDOH45056310940640SCHOLARSHIPOH501(C)(3)7NAfalse
DELTA ZETA SORORITY (GROUP RETURN)
202 EAST CHURCH STREETOXFORDOH45056237042797SORORITYOH501(C)(7)NAfalse
DELTA ZETA NATIONAL HOUSING CORP
202 EAST CHURCH STREETOXFORDOH45056311353726HOUSING MGMTOH501(C)(7)NAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
DELTA ZETA FOUNDATION
B$65,523BOOK VALUE
DELTA ZETA FOUNDATION
C$300,000BOOK VALUE
DELTA ZETA NATIONAL HOUSING CORP
D$487,685BOOK VALUE
DELTA ZETA NATIONAL HOUSING CORP
J$840,000BOOK VALUE
DELTA ZETA FOUNDATION
K$109,800BOOK VALUE
DELTA ZETA FOUNDATION
Q$431,994BOOK VALUE
DELTA ZETA NATIONAL HOUSING CORP
Q$734,394BOOK VALUE