ZETA PHI BETA SORORITY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZETA PHI BETA SORORITY INC (EIN 53-0261012)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202221339349307787
- Schema version
- 2020v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T16:24:35-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530261012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZETA PHI BETA SORORITY INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZETA | BusinessNameControlTxt |
| Phone | 2023873103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1734 NEW HAMPSHIRE AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA WALTON JONES | PersonNm |
| Person Title | NATIONAL TREASURER | PersonTitleTxt |
| Phone | 2023873103 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELISSA | PersonFirstNm |
| Person Last | WALTON JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA SMITH | PreparerPersonNm |
| PTIN | P01332734 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VALERIE HOLLINGSWORTH BAK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1734 NEW HAMPSHIRE AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,306,289 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ZPHIB1920.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | LEADERSHIP, SOCIAL AND COMMUNITY PROGRAMS | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 23000 | TotalVolunteersCnt |
| Total Gross UBI | -$24,673 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $16,633 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,928,282 | PYContributionsGrantsAmt |
| CY Contributions Grants | $51,241 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,399,537 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,858,538 | CYProgramServiceRevenueAmt |
| PY Investment Income | $71,858 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,390 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$354,666 | PYOtherRevenueAmt |
| CY Other Revenue | -$350,206 | CYOtherRevenueAmt |
| PY Total Revenue | $10,045,011 | PYTotalRevenueAmt |
| CY Total Revenue | $7,582,963 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $130,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $928,341 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $979,597 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,328,484 | PYOtherExpensesAmt |
| CY Other Expenses | $4,063,827 | CYOtherExpensesAmt |
| PY Total Expenses | $9,264,325 | PYTotalExpensesAmt |
| CY Total Expenses | $5,173,424 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $780,686 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,409,539 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,408,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,915,125 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,157,668 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,254,273 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,251,313 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,660,852 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LEADERSHIP, SOCIAL AND COMMUNITY PROGRAMS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEMBERSHIP - ZETA PHI BETA SORORITY, INC. IS A VOLUNTEER, WOMEN-BASED ORGANIZATION HEADQUARTERED IN WASHINGTON DC WITH OVER 1000 CHAPTERS IN THE UNITED STATES, US VIRGIN ISLANDS, KOREA, JAPAN, GERMANY, BRUSSELS, AND THE UNITED ARAB EMIRATES. OUR MEMBERS PROVIDE COUNTLESS VOLUNTEER HOURS IN THE AREAS OF EDUCATION, COMMUNITY OUTREACH, PROVIDING SCHOLARSHIPS, PARTNERING WITH NATIONAL ORGANIZATIONS WHOSE FOCUS IS ON WOMEN'S AND CHILDREN HEALTH AND PROMOTING LEGISLATION FOR CIVIC AND SOCIAL CHANGE IN THE AREAS OF EDUCATION AND HEALTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES - THROUGHOUT THE YEAR ZETA CREATES OPPORTUNITIES FOR WOMEN TO DEVELOP AND IMPROVE UPON THEIR LEADERSHIP SKILLS AND OVERALL EMPOWERMENT. OUR CONFERENCES SUCH AS THE ZETA ORGANIZATIONAL LEADERSHIP CONFERENCE, GRAND BOULE, REGIONAL AND STATE LEADERSHIP CONFERENCES PROVIDE THE OPPORTUNITY FOR INCREASED AND OR KNOWLEDGE TRANSFERENCE, NETWORKING AND PERSONAL GROWTH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023873103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1734 NEW HAMPSHIRE AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| VALERIE HOLLINGSWORTH-BAKER | ||||||
| INT'L PRESIDENT | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TAMARA MANNING GORDON | ||||||
| NATIONAL 1ST VICE-PRESIDENT | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISLYN TURNER | ||||||
| NATIONAL 2ND VICE-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| IVY ARNOLD | ||||||
| NATIONAL 3RD VICE-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LA'KITHA HUGHES BLEDSOE | ||||||
| NATIONAL SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MELISSA WALTON-JONES | ||||||
| NATIONAL TREASURER | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SANIAH JOHNSON | ||||||
| NATIONAL PARLIMENTARIAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VANESSA ELKINS RODGERS | ||||||
| CHAIRMAN, NAT. EXECUTIVE BOARD | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNN TANYA HARRISON | ||||||
| CHAIRMAN, NATIONAL TRUSTEES | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR TANEEN BRINSON | ||||||
| GRADUATE MEMBER-AT-LARGE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESHAN PRATT | ||||||
| UNDERGRADMEMBER-AT-LARGE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAKESHIA NEAL HOLLEY | ||||||
| GRAD MEMBER, EXECUTIVE CMTE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DESIRE DAVIS | ||||||
| UNDERGRAD MEMBER,EXECUTIVE CMTE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TANDA LAMB | ||||||
| UNDERGRAD REP, NAT NOMINATING CMTE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR MARY BREAUX WRIGHT | ||||||
| 24TH INT'LL PAST PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GINA MERRITT-EPPS ESQ | ||||||
| ATLANTIC REGIONAL DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA W JORDAN | ||||||
| EASTERN REGIONAL DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ELNER BAILEY TAYLOR | ||||||
| GREAT LAKES REGIONAL DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| AKELLA WICKER | ||||||
| MIDWESTERN REGIONAL DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ZAKKIYYAH NAZEEH | ||||||
| PACIFIC REGIONAL DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY R TATUM | ||||||
| SOUTH CENTRAL REGIONAL DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LAWANDA HARPER | ||||||
| SOUTHESTERN REGIONAL DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KEISHA M BEASLEY | ||||||
| SOUTHERN REGIONAL DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WANDA COLVIN CLAIBORNE | ||||||
| NAT. EXEC. DIRECTOR (TO 6/2020) | 40.00 | Yes (X) | $53,065 | $0 | $7,966 | |
| NIEJA ROBINSON | ||||||
| INTERIM NAT. EXEC. DIRECTOR (TO 9/20) | 40.00 | Yes (X) | $90,891 | $0 | $11,561 | |
| LATTIA BAKER | ||||||
| NAT. EXEC. DIRECTOR (AS OF 9/20) | 40.00 | Yes (X) | $32,307 | $0 | $4,780 | |
| STACY BURRELL | ||||||
| NAT. DEP. EXEC. DIRECTOR (AS OF 9/20) | 40.00 | Yes (X) | $66,897 | $0 | $11,612 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $243,160 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,919 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRYAN CAVE LEIGHTON PAISNER LLP | |||||
| 211 NORTH BROADWAY SUITE 3600 | ST LOUIS | MO | 63101 | LEGAL SERVICE | $298,533 |
| NELSON MULLINS RILEY & SCARBOROUGH LLP | |||||
| POST OFFICE BOX 11009 | COLUMBIA | SC | 29211 | LEGAL SERVICE | $237,814 |
| RSM US LLP | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | ACCOUNTING SERVICE | $171,832 |
| SUNDANCE MARKETING SOLUTIONS | |||||
| 9564 DELEGATES DRIVE | ORLANDO | FL | 32837 | MARKETING SERVICES | $152,487 |
| FONTEVA LLC | |||||
| PO BOX 936929 | ATLANTA | GA | 31193 | ONLINE/WEB SERVICES | $127,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $51,241 | AllOtherContributionsAmt |
| Total Contributions | $51,241 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900004 | $6,439,663 | $6,439,663 |
| CONFERENCE REVENUE | 900004 | $820,593 | $820,593 |
| CHAPTER SERVICES, TAXE | 900004 | $598,282 | $598,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,858,538 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,390 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $23,390 | UnrelatedBusinessRevenueAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,371 | TotalRevenueColumnAmt |
| Exclusion | $180,371 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,200 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $59,263 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$48,063 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$48,063 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$48,063 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $129,258 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $664,063 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$534,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$534,805 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $52,291 | TotalRevenueColumnAmt |
| Exclusion | $52,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52,291 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,582,963 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,323,733 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$24,673 | UnrelatedBusinessRevenueAmt |
| Exclusion | $232,662 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,079 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,740 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,438 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,281 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,059 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,294 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,899 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,165 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,771 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,539 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,755 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,061 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,597 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,644 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,367 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,548 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI TAXES | $3,973 |
| CENTENNIAL EXPENSES | $700,835 |
| PRINTING AND PUBLICATIO | $244,516 |
| MEMBERSHIP EXPENSES | $43,693 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,170 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,173,424 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,088,395 | BOYAmt |
| EOY | $8,419,420 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,883,738 | BOYAmt |
| EOY | $480,917 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,458 | BOYAmt |
| EOY | $39,875 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,734 | BOYAmt |
| EOY | $227,787 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,044 | BOYAmt |
| EOY | $784,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,822,627 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,863,290 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,239,182 | BOYAmt |
| EOY | $10,959,337 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,430 | BOYAmt |
| EOY | $3,430 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,408,981 | BOYAmt |
| EOY | $20,915,125 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,480 | BOYAmt |
| EOY | $570,652 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $248,915 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,265 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,053,923 | BOYAmt |
| EOY | $434,706 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,157,668 | BOYAmt |
| EOY | $1,254,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,204,913 | BOYAmt |
| EOY | $19,614,452 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,400 | BOYAmt |
| EOY | $46,400 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,251,313 | BOYAmt |
| EOY | $19,660,852 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,408,981 | BOYAmt |
| EOY | $20,915,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,409,539 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $42,242 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $996,700 | OtherCostOrOtherBasisAmt |
| Book Value | $996,700 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,985,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,299,191 | DepreciationAmt |
| Book Value | $9,686,200 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $728,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $550,230 | DepreciationAmt |
| Book Value | $178,719 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,869 | DepreciationAmt |
| Book Value | $97,718 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,959,337 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO STORK'S NEST FOUNDATION | $165 |
| DUE TO Z-HOPE | $434,420 |
| DUE TO NEF | $121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $434,706 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,306,289 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $723,326 | OtherRevenueAmt |
| Revenue Not Reported | $723,326 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,582,963 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,582,963 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,896,750 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $723,326 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $723,326 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,173,424 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,173,424 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ORGANIZATION MAINTAINS A COLLECTION OF PAINTINGS. THESE PAINTINGS VISUALLY REPRESENT THE MISSION OF THE ORGANIZATION. |
| PART X, LINE 2: | FOR THE YEAR ENDED JUNE 30, 2021, THE SORORITY HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS 664,063. RENTAL EXPENSES ON PART VIII 59,263. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS 664,063. RENTAL EXPENSES ON PART VIII 59,263. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZETA NATIONAL EDUCATIONAL FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 KEOWEE LN | AddressLine1Txt |
| City | BEAUFORT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 205973787 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $125,000 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIP PROGRAM | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | REGIONAL DIRECTORS (WHO ARE APPOINTED) DO NOT VOTE ON REMOVING ELECTED OFFICERS FROM THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SORORITY MEMBERSHIP SHALL INCLUDE UNDERGRADUATE STUDENTS MATRICULATING IN ACCREDITED COLLEGES OR UNIVERSITIES HAVING PROGRAMS LEADING TO A BACHELORS DEGREE, AND GRADUATES FROM ACCREDITED COLLEGES AND UNIVERSITIES. PERSONS WHO HAVE ACHIEVED NATIONAL AND/OR INTERNATIONAL DISTINCTION AND HONOR THROUGH SERVICES MAY ALSO BE ELIGIBLE FOR HONORARY MEMBERSHIP. PROSPECTIVE MEMBERS CANNOT HAVE HAD PRIOR OR CURRENT MEMBERSHIP WITHIN ANOTHER ORGANIZATION OF THE NATIONAL PANHELLENIC COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE FILING, THE 990 RETURN IS PROVIDED TO THE SENIOR MANAGEMENT FOR THEIR REVIEW AND CONCURRENCE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PERSONNEL COMMITTEE AND BUDGET COMMITTEE EVALUATED SALARIES AND MADE RECOMMENDATIONS ACCORDINGLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE AT HEADQUARTERS FOR REVIEW UPON WRITTEN REQUEST. THEY ARE ALWAYS AVAILABLE TO THE TREASURER, BOARD CHAIR, AND NATIONAL PRESIDENT. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE WHOSE FUNCTION IS TO REVIEW THE FINANCIAL STATEMENTS AND AUDIT REPORT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STORKS NEST FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1734 NEW HAMPSHIRE AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521661933 | EIN |
| Primary Activities | SOCIAL AND COMMUNITY DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |