2024-02-19T18:28:37-06:00 2023-06-30 FORVIS LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990 2022-07-01 310940640 DELTA ZETA FOUNDATION % JOHN J GOTTSCHALL DELT 5135237597 202 EAST CHURCH STREET OXFORD OH 45056 CYNTHIA W MENGES EXECUTIVE DIRECTOR 5135237597 2023-05-15 true CYNTHIA W MENGES 999009999 Aaron Hershberger P00961884 5136218300 2 2022 2023-04-26 12:10:37Z KAREN MARTIN CAMPBELL 202 EAST CHURCH STREET OXFORD OH 45056 3021489 false X WWW.DELTAZETA.ORG X 1978 OH TO ADVANCE DELTA ZETA SORORITY'S EDUCATIONAL AND PHILANTHROPIC PURPOSES THROUGH THE DEVELOPMENT OF FINANCIAL AND HUMAN RESOURCES. 12 12 0 12 0 2060983 1942665 0 0 1053820 540693 105323 105934 3220126 2589292 1645212 1587652 0 0 0 0 202130 287845 612991 627022 759572 2474364 2635069 745762 -45777 16389397 17328530 611990 676912 15777407 16651618 TO ADVANCE DELTA ZETA SORORITY'S EDUCATIONAL AND PHILANTHROPIC PURPOSES THROUGH THE DEVELOPMENT OF FINANCIAL AND HUMAN RESOURCES. false false 1708167 1587652 GRANTS, GIFTS AND SCHOLARSHIPS 1708167 true true false false false false false true false true true false false false false false true false false false false false false true true false false true true false false false false false false false false false false false false false false true false false false true 12 0 0 false false false false false false false false false false false false X 12 12 false false false false false false false true true false false false true true true true true false false false X JOHN J GOTTSCHALL 5135237597 202 E CHURCH ST OXFORD OH 45056 X KAREN MARTIN CAMPBELL PRESIDENT 4.0 0.0 X X 0 0 0 KIMBERLY SAARI JOHNSTON VICE PRESIDENT / TRUSTEE 2.0 0.0 X X 0 0 0 RUTH WEIDER PATTERSON VICE PRESIDENT - MUSEUM 2.0 0.0 X X 0 0 0 MARGARET A PURCELL SECRETARY / VICE PRESIDENT 2.0 0.0 X X 0 0 0 KIMBERLY SLOMKA JONES TREASURER / TRUSTEE 2.0 0.0 X X 0 0 0 MERRY WESTBROOK ADAMCIK TRUSTEE / SECRETARY 2.0 0.0 X X 0 0 0 CRYSTAL HINSON MILLER TRUSTEE 2.0 0.0 X 0 0 0 JENNY BOGEN MORRISON TRUSTEE / TREASURER 2.0 0.0 X X 0 0 0 CHRISTY PHILLIPS-BROWN TRUSTEE 2.0 0.0 X 0 0 0 JILL KAWA RADERSTORF TRUSTEE 2.0 0.0 X 0 0 0 KIM ANSPACH RUTKOWSKI TRUSTEE 2.0 0.0 X 0 0 0 JEANINE PETERSEN TRIPLETT TRUSTEE 2.0 0.0 X 0 0 0 0 0 0 0 false false false SKYSTONE PARTNERS 201 EAST FIFTH STREET SUITE 1900 CINCINNATI OH 45202 CONSULTING 143688 1 182536 1760129 1942665 0 467820 467820 0 0 109800 109800 0 109800 109800 501204 428331 72873 72873 72873 0 182536 3866 -3866 -3866 0 0 0 0 0 0 0 2589292 646627 1150349 1150349 437303 437303 0 0 0 0 0 0 0 0 0 7421 7421 27250 27250 0 287845 287845 31849 31849 23834 23834 0 29251 533 1066 27652 0 0 15929 1658 12613 1658 0 0 37084 9271 18542 9271 0 0 111351 11135 89081 11135 5618 281 5056 281 Curator 438 438 Administrative Costs 431995 97199 97199 237597 Donor Recognition 37552 37552 2635069 1708167 313911 612991 257518 346443 0 0 63456 144680 21845 21684 0 0 0 0 0 0 1037 1037 78988 24252 3012316 1871716 1237038 1140600 14491233 15402822 0 0 0 0 0 0 238282 247012 16389397 17328530 611990 676912 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 611990 676912 X 3286444 3184979 12490963 13466639 15777407 16651618 16389397 17328530 -45777 919988 X false true X true false X 1945312 1730757 1588155 2060983 1942665 9267872 0 0 1945312 1730757 1588155 2060983 1942665 9267872 0 9267872 620366 503261 1003588 735104 577620 3439939 0 0 12707811 0.72930 0.73351 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 7062121 5000 526937 149994 7444064 8340267 45000 -1042449 280697 7062121 7280618 10000 1376931 327282 8340267 7416658 5000 100188 241228 7280618 7201340 4000 401233 189915 7416658 0.00120 0.52010 0.47870 false false 100000 100000 2457470 1530054 927416 300339 187155 113184 154507 154507 0 1140600 3481297 919988 -31849 888139 2593158 -3866 -3866 2589292 2607086 3866 3866 2603220 31849 31849 2635069 SCHEDULE D, PART III, LINE 4 MUSEUM COLLECTIONS THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE FOUNDATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM SALES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES AND ARE USED TO ACQUIRE OTHER COLLECTION ITEMS. THE MUSEUM'S COLLECTIONS CONSIST OF FURNITURE, ART OBJECTS, AND SORORITY MEMORABILIA THAT ARE HELD FOR EDUCATIONAL AND ARCHIVAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS REPRESENT CONTRIBUTIONS FOR WHICH THE DONOR HAS STIPULATED, AS A CONDITION OF THE GIFT, THAT THE PRINCIPAL BE MAINTAINED INTACT AND ONLY THE INVESTMENT INCOME (OR PORTIONS THEREOF) OF THE FUNDS BE EXPELLED AS THE DONOR HAS SPECIFIED, PRINCIPALLY FOR SCHOLARSHIPS AND STUDENT FINANCIAL AID. PART XI, LINE 2D OTHER INVESTMENT EXPENSES $(31,849) PART XI, LINE 4B OTHER FUNDRAISING EVENT EXPENSES $(3,866) PART XII, LINE 2D OTHER FUNDRAISING EVENT EXPENSES $3,866 PART XII, LINE 4B OTHER INVESTMENT EXPENSES $31,849 X X X X true SKYSTONE PARTNERS FUNDRAISING false 136968 CAUSEVID FUNDRAISING false 43237 180205 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DAY OF GIVING 182536 182536 3769 97 0 182536 182536 3769 97 3866 -3866 true DELTA ZETA SORORITY 202 E CHURCH ST OXFORD OH 45056 350267676 501(C)(7) 300000 EDUCATION AND TRAINING PROGRAM PAINTED TURTLE CAMP 1300 4TH STREET SANTA MONICA CA 90401 954612481 501(C)(3) 21887 SERVICE AMERICAN SOCIETY FOR DEAF CHILDREN PO BOX 23 WOODBINE MD 21797 521297104 501(C)(3) 219882 SERVICE SERIOUS FUN CHILDREN'S NETWORK 230 EAST AVE STE 107 NORWALK CT 06855 311794455 501(C)(3) 166234 SERVICE STARKEY HEARING FOUNDATION 6700 WASHINGTON AVE EDINA MN 55344 363297852 501(C)(3) 441934 SERVICE 4 1 SCHOLARSHIP 130 437303 SCHEDULE I, PART I, LINE 2 SCHOLARSHIP INFORMATION A SCHOLARSHIP COMMITTEE IS APPOINTED BY THE FOUNDATION TRUSTEES TO SELECT SCHOLARSHIP RECIPIENTS BASED UPON SUBMITTED APPLICATIONS. IF APPLICANTS MEET THE MINIMUM REQUIREMENTS (I.E. GPA, MAJOR, VOLUNTEER ACTIVITIES, FINANCIAL NEED, ETC.) FOR THE SCHOLARSHIP FOR WHICH THEY ARE APPLYING, CHECKS ARE ISSUED BY THE FOUNDATION TO THE SCHOLARSHIP RECIPIENTS WHO WERE APPROVED BY THE TRUSTEES. THE FOUNDATION ALSO MAKES GRANTS TO SPEECH AND HEARING ORGANIZATIONS FOR PHILANTHROPIC PURPOSES, AS WELL AS TO DELTA ZETA SORORITY TO FURTHER THEIR MISSION AND FOR EDUCATIONAL SUPPORT. FORM 990, PART VI, SECTION B, LINE 11B REVIEW 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 CONTROLLER, CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER, AND FOUNDATION TRUSTEES BEFORE IT IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY THE BOARD OF TRUSTEES FOR THE FOUNDATION IS RESPONSIBLE FOR THE WRITTEN CONFLICT OF INTEREST POLICY AND MONITORS ADHERENCE TO THE POLICY. THE FOUNDATION AVOIDS HIRING PERSONNEL WHO COULD POTENTIALLY CAUSE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A & 15B PROCESS FOR DETERMINING COMPENSATION NO COMPENSATION IS PAID TO THE OFFICERS OF THE DELTA ZETA FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS THE DELTA ZETA FOUNDATION DOES NOT MAKE ITS WRITTEN CONFLICT OF INTEREST POLICY NOR ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS OPEN TO PUBLIC INSPECTION. DELTA ZETA SORORITY (GROUP) 202 EAST CHURCH STREET OXFORD OH 45056 237042797 SORORITY OH 501(C)(7) NA false DELTA ZETA SORORITY 202 EAST CHURCH STREET OXFORD OH 45056 350267676 SORORITY OH 501(C)(7) NA false DELTA ZETA NATIONAL HOUSING CORP 202 EAST CHURCH STREET OXFORD OH 45056 311353726 HOUSING MGMT. OH 501(C)(7) NA false false true false false false false false false false true false false false false true true false false false DELTA ZETA SORORITY B 300000 CASH DELTA ZETA SORORITY J 109800 CASH DELTA ZETA SORORITY P 431994 CASH