2026-04-17T10:16:06-05:00 2025-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-08-01 310912722 ZETA TAU ALPHA FRATERNITY HOUSING CORP ZETA 3178720540 1036 S RANGELINE ROAD CARMEL IN 46032 MEGHAN PARKER EXECUTIVE DIRECTOR 3178720540 2026-04-16 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2026-04-16 2024 2025-03-06 01:10:19Z MEGHAN PARKER 1036 S RANGELINE ROAD CARMEL IN 46032 20463577 0 X N/A X 1977 IN THE CORPORATION IS ORGANIZED TO ACQUIRE AND MAINTAIN REAL ESTATE OR OTHER PROPERTY FOR THE BENEFIT OF THE ZETA TAU ALPHA FRATERNITY. ITS FUNCTION IS TO HOLD TITLE TO SUCH REAL ESTATE OR PROPERTY AND TO COLLECT INCOME IN THE FORM OF RENT AND CONTRIBUTIONS. 11 11 0 11 485010 0 101757 158488 15441611 14818673 55626 485435 9390 9270 15608384 15471866 93297 0 0 0 0 0 0 0 0 15014466 15021371 15107763 15021371 500621 450495 93484428 98390068 54916728 59286124 38567700 39103944 THE CORPORATION IS ORGANIZED TO ACQUIRE AND MAINTAIN REAL ESTATE OR OTHER PROPERTY FOR THE BENEFIT OF THE ZETA TAU ALPHA FRATERNITY. ITS FUNCTION IS TO HOLD TITLE TO SUCH REAL ESTATE OR PROPERTY AND TO COLLECT INCOME IN THE FORM OF RENT AND CONTRIBUTIONS. 0 0 ZETA TAU ALPHA FRATERNITY HOUSING CORPORATION IS USED TO MANAGE THE PROPERTIES OF ZETA TAU ALPHA FRATERNITY. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 1 X 3 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 IN X X THE ORGANIZATION 3178720540 1036 S RANGELINE ROAD CARMEL IN 46032 X NATALIE LISKO PRESIDENT 15.00 X X 0 0 0 CASEY PASH SECRETARY/TREASURER 15.00 X X 0 0 0 KAYTE SEXTON FRY FHC VP1 8.00 X 0 0 0 JULIE MOXLEY FHC VP2 8.00 X 0 0 0 MARNIE FRAZIER FHC VP3 8.00 X 0 0 0 KRIS FLEMING FHC VP CONSTRUCTION 15.00 X 0 0 0 ASHLEE KOSITZ FHC VP DESIGN 8.00 X 0 0 0 MEG O'CONNELL NAES FHC VP OPERATIONS 8.00 X 0 0 0 CAROLYN CARPENTER DIRECTOR 8.00 X 0 0 0 SHANNON FERGUSON DIRECTOR 8.00 X 0 0 0 DINAH LAUGHERY DIRECTOR 8.00 X 0 0 0 MEGHAN PARKER EXECUTIVE DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 TREANORHL 1040 VERMONT ST LAWRENCE KS 66044 ARCHITECTURE 261235 DANIEL MCCURDY 2 WHITEHEAD AVE SOUTH RIVER NJ 08882 CONSTRUCTION 113200 2 158488 158488 MEMBER RENTAL INCOME 531110 14818673 14818673 14818673 497089 497089 4979632 425 4991711 0 -12079 425 -11654 -12079 425 MISCELLANEOUS INCOME 900099 9270 9270 9270 15471866 14827943 485010 425 23858 30525 55551 106267 112100 1582907 62267 70378 2490853 5662419 862911 REPAIRS & MAINTENANCE 3625736 SALARY REIMBURSEMENT 293063 THEMIS PUBLICATION 21934 OTHER EXPENSES 20602 15021371 243267 244133 1963846 1260650 39864 77940 8080 2633 330552 290548 180126687 91857197 82253212 88269490 7118245 7019091 1527362 1225583 93484428 98390068 894865 1844080 0 93793 51575726 54849783 0 500000 2446137 1998468 54916728 59286124 X 38567700 39103944 38567700 39103944 93484428 98390068 450495 85749 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2517514 2517514 133061763 73485758 59576005 2263220 918572 1344648 30530120 17452867 13077253 11754070 11754070 88269490 INVESTMENT NOTES AND INTEREST PAYABLE 49788 DUE TO ZETA TAU ALPHA FRATERNITY 190205 NOTE PAYABLE TO ZETA TAU ALPHA FRATERNITY 629846 RIGHT OF USE LIABILITY 1128629 1998468 X 15502064 85749 85749 15416315 55551 55551 15471866 14965820 0 14965820 55551 55551 15021371 PART X, LINE 2: THE FHC IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION AND HAS OBTAINED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(2) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. THE FHC DID NOT PAY ANY UNRELATED BUSINESS INCOME TAX DURING THE YEARS ENDED JULY 31, 2025 AND 2024. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FHC AND RECOGNIZE A TAX LIABILITY IF THE FHC HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FHC, AND HAS CONCLUDED THAT AS OF JULY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FHC IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FHC HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2024. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). FORM 990, PART V, LINE 2B ZETA TAU ALPHA FRATERNITY HOUSING CORPORATION (FHC) HAS NO EMPLOYEES. ITS STAFFING REQUIREMENTS ARE PROVIDED BY ZETA TAU ALPHA FRATERNITY INC. (FRATERNITY), AN AFFILIATED TAX EXEMPT SECTION 501(C)(7) ORGANIZATION. THE FHC'S BOARD OF DIRECTORS APPROVE ALL STAFFING COMPENSATION RATES TO BE REIMBURSED TO THE FRATERNITY FOR ITS STAFFING COSTS AFTER A THOROUGH REVIEW OF ALL RELATED ISSUES, CONSULTATION WITH INDEPENDENT PERSONS, REVIEW OF COMPARABLE DATA, AND DELIBERATION. THE STAFFING EXPENDITURES ARE REPORTED IN THE FUNCTIONAL EXPENSES AS SALARY EXPENSE REIMBURSEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE APPROPRIATE REPRESENTATIVE(S) FROM THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE PRIOR TO FINALIZING AND FILING THESE TAX RETURNS WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION PERIODICALLY DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES TO EACH OFFICER AND MEMBER OF THE BOARD OF DIRECTORS. THE QUESTIONNAIRE INCLIDES STATEMENTS REGARDING OTHER EMPLOYMENT, BEING RELATED TO ANYONE ON THE BOARD AND OTHER ITEMS THAT MAY CREATE AN APPEARENCE OF A POTENTIAL INDEPENDENCE ISSUE. THE IDENTIFICATION, EVALUATION AND RESOLUTION OF THOSE ISSUES ARE DISCUSSED WITH THE APPROPRIATE LEVEL OF MANAGEMENT OR MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR EXECUTIVE DIRECTOR AND RECEIVED AT OUR CORPORATE OFFICE ADDRESS AS WELL AS ON ANOTHER'S WEB SITE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.