2025-02-14T15:47:08+00:00 2024-06-30 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2023-07-01 310940640 Delta Zeta Foundation DELT 5135237597 202 EAST CHURCH STREET OXFORD OH 45056 Cynthia W Menges Executive Director 5135237597 2025-02-14 true true Aaron Hershberger P00961884 5136218300 2025-02-14 2023 2025-03-06 01:10:19Z MARGARET A PURCELL 202 EAST CHURCH STREET OXFORD OH 45056 3023433 false X HTTPS://WWW..DELTAZETA.ORG X 1978 OH TO ADVANCE DELTA ZETA SORORITY'S EDUCATIONAL AND PHILANTHROPIC PURPOSES THROUGH THE DEVELOPMENT OF FINANCIAL AND HUMAN RESOURCES. 14 14 0 14 0 0 1942665 1968284 0 0 540693 771765 105934 103211 2589292 2843260 1587652 1770894 0 0 0 0 287845 137301 432692 759572 705928 2635069 2614123 -45777 229137 17328530 18597455 676912 697295 16651618 17900160 TO ADVANCE DELTA ZETA SORORITY'S EDUCATIONAL AND PHILANTHROPIC PURPOSES THROUGH THE DEVELOPMENT OF FINANCIAL AND HUMAN RESOURCES. false false 1877520 1770894 GRANTS, GIFTS AND SCHOLARSHIPS 1877520 true true false false false false true false true true false false false true 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 14 0 0 false false false false false false false false false false false false X 14 14 false false false false false false false true true false false false true true true true true false false false X Kyle M Von Handorf 5135237597 202 E CHURCH ST OXFORD OH 45056 X DIANE STECHER VICE PRESIDENT - MUSEUM 2.0 0.0 X X 0 0 0 JENNY BOGEN MORRISON TREASURER / TRUSTEE 2.0 0.0 X X 0 0 0 KAREN MARTIN CAMPPBELL PRESIDENT 4.0 0.0 X X 0 0 0 MARGARET A PURCELL VICE PRESIDENT / TRUSTEE 2.0 0.0 X X 0 0 0 MERRY WESTBROOK ADAMCIK SECRETARY / TRUSTEE 2.0 0.0 X X 0 0 0 CATHY IRVIN PAINTER TRUSTEE 2.0 0.0 X 0 0 0 CRYSTAL HINSON MILLER TRUSTEE 2.0 0.0 X 0 0 0 DEANA LEWIS KAPLAN TRUSTEE 2.0 0.0 X 0 0 0 DIANE CHAMBERLAIN CESARZ TRUSTEE 2.0 0.0 X 0 0 0 JEANINE PETERSEN TRIPLETT 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 KIMBERLY SLOMKA JONES TRUSTEE 2.0 0.0 X 0 0 0 TRUDY WHEELER TRUSTEE 2.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 0 196952 0 0 1771332 0 1968284 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 408180 0 0 408180 0 0 0 0 0 0 0 0 109800 0 0 0 109800 0 109800 0 0 109800 537169 0 173584 0 363585 0 363585 0 0 363585 0 196952 6589 -6589 0 -6589 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2843260 0 0 874976 1212053 1212053 558841 558841 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6840 0 6840 0 29550 0 29550 0 0 0 0 0 137301 137301 33921 0 33921 0 23827 0 23827 0 0 0 0 0 30895 790 1580 28525 0 0 0 0 0 0 0 0 12530 1254 10022 1254 0 0 0 0 0 0 0 0 52252 13063 26126 13063 0 0 0 0 0 0 0 0 107193 10719 85755 10719 5996 300 5396 300 ADMINISTRATIVE COSTS 357672 80476 80476 196720 DONOR RECOGNITION 44643 0 0 44643 Bad Debt 417 0 417 0 192 25 0 167 2614123 1877521 303910 432692 346443 336274 0 0 144680 164612 21684 21610 0 0 0 0 0 0 1037 1037 24252 31205 3032280 1978909 1140600 1053371 15402822 16733794 0 0 0 0 247012 255552 17328530 18597455 676912 697295 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 676912 697295 X 3184979 3756753 13466639 14143407 0 0 0 0 0 0 16651618 17900160 17328530 18597455 229137 1019405 0 0 0 0 X false true X true false X 1730757 1588155 2060983 1942665 1968284 9290844 0 0 0 0 0 0 0 0 0 0 0 0 1730757 1588155 2060983 1942665 1968284 9290844 0 9290844 503261 1003588 735104 577620 517980 3337553 0 0 0 0 0 0 0 0 0 0 0 0 12628397 0 0.7357 0.7293 X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 7444064 55000 589916 810352 7278628 7062121 5000 526937 149994 7444064 8340267 45000 -1042449 280697 7062121 7280618 10000 1376931 327282 8340267 7416658 5000 100188 241228 7280618 0.0013 0.5395 0.4592 false false 100000 100000 2469340 1597009 872331 308433 227393 81040 154507 154507 0 1053371 3835333 1019405 -33921 985484 2849849 -6589 -6589 2843260 2586791 6589 6589 2580202 33921 33921 2614123 Schedule D, Part III, Line 4 Collections of art - description of 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 uses 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. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 INVESTMENT EXPENSES - -33921 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FUNDRAISING EVENT EXPENSES - -6589 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EVENT EXPENSES - 6589 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements INVESTMENT EXPENSES - 33921 X X X X true Skystone Partners 201 East Fifth Street Suite 1900-11 82 Cincinnati OH 452024152 Fundraising false 15450 -15450 Causvid 77 Coderre Rd Boylston MA 01505 Fundraising false 14654 -14654 0 30104 -30104 CA CO CT FL GA AL HI IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI DAY OF GIVING 196952 196952 0 0 4586 0 0 0 2003 0 0 196952 196952 0 0 4586 0 0 0 2003 6589 -6589 true DELTA ZETA SOROITY 202 E CHURCH STREET OXFORD OH 45056 350267676 501(C)(7) 325000 EDUCATION AND TRAINING PROGRAM AMERICAN SOCIETY FOR DEAF CHILDREN PO BOX 23 WOODBINE MD 21797 521297104 501(C)(3) 192712 SERVICE SERIOUS FUN CHILDREN'S NETWORK 230 EAST AVENUESUITE 107 NORWALK CT 06855 311794455 501(C)(3) 199009 SERVICE STARKEY HEARING FOUNDATION 6700 WASHINGTON AVENUE EDINA MN 55344 363297852 501(C)(3) 495049 SERVICE 3 1 SCHOLARSHIP 202 558841 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. A SCHOLARSHIP COMMITTEE IS APPOINTED BY THE FOUNDATION TRUSTEES TO SELECT SCHOLARSHIP RECIPIENTS BASED UPON SUBMITTED APPLICATIONS. IF APPLICANTS MEET THE MINIMUM REQUIREMENT (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, Line 11b Review of form 990 by governing body 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, 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, Line 19 Required documents available to the public THE DELTA ZETA FOUNDATION DOES NOT MAKE ITS WRITTEN CONFLICT OF INTEREST POLICY NOR ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS OPEN TO PUBLIC INSPECTION. FORM 990, PART VI, LINE 15A & 15B PROCESS FOR DETERMINING COMPENSATION NO COMPENSATION IS PAID TO THE OFFICERS OF THE DELTA ZETA FOUNDATION. 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 325000 CASH DELTA ZETA SORORITY J 109800 CASH DELTA ZETA SORORITY P 357672 CASH