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Nonprofit · EIN 31-0940640

DELTA ZETA FOUNDATION

Tax-exempt · OXFORD, OH 45056

Financials

$2.6M$2.6M2022$2.8M$2.6M2023$3.5M$2.8M2024
Revenue Expenses · by fiscal year end
Financials of DELTA ZETA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,511,267$2,797,110$714,157$20,047,838$631,357$19,416,481
June 30, 2024990$2,843,260$2,614,123$229,137$18,597,455$697,295$17,900,160
June 30, 2023990$2,589,292$2,635,069-$45,777$17,328,530$676,912$16,651,618
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,376,239
Program service revenue
$0
Investment income
$1,033,019
Net rental income
$109,800
Net gain from sales of assets
$589,275
Net income from fundraising events
-$7,791
Other revenue
$102,009

Expenses

Grants and similar amounts paid
$1,846,918
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$207,954
Legal fees
$6,840
Accounting fees
$30,750
Occupancy
$14,147
Depreciation
$102,361
Program services (functional)
$1,962,490
Management and general (functional)
$302,527
Fundraising (functional)
$532,093

Balance sheet and other

Total assets, start of year
$18,597,455
Total assets, end of year
$20,047,838
Total liabilities, end of year
$631,357
Net assets, end of year
$19,416,481
Land, buildings and equipment
$972,415
Publicly traded securities
$18,112,075
Net assets without donor restrictions
$4,141,443
Net assets with donor restrictions
$15,275,038
Gross receipts
$3,821,865
Employees
0
Volunteers
13
Year formed
1978
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DIANE CHAMBERLAIN CESARZTREASURER / TRUSTEE
Trustee or director, Officer
2$0
DIANE STECHERVICE PRESIDENT - MUSEUM / TRUSTEE
Trustee or director, Officer
2$0
JENNY BOGEN MORRISONVICE PRESIDENT / TRUSTEE
Trustee or director, Officer
2$0
MARGARET A PURCELLPRESIDENT / TRUSTEE
Trustee or director, Officer
4$0
MERRY WESTBROOK ADAMCIKSECRETARY / TRUSTEE
Trustee or director, Officer
2$0
CATHY IRVIN PAINTERTRUSTEE
Trustee or director
2$0
CRYSTAL HINSON MILLERTRUSTEE
Trustee or director
2$0
DEANA LEWIS KAPLANTRUSTEE
Trustee or director
2$0
ELAINE JEFFERSTRUSTEE
Trustee or director
2$0
JEANINE PETERSEN TRIPLETTTRUSTEE
Trustee or director
2$0
LILY BARWICKTRUSTEE
Trustee or director
2$0
LORRIE TIJERINATRUSTEE
Trustee or director
2$0
TRUDY WHEELERTRUSTEE
Trustee or director
2$0
990 for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
DIANE STECHERVICE PRESIDENT - MUSEUM
Trustee or director, Officer
2$0
JENNY BOGEN MORRISONTREASURER / TRUSTEE
Trustee or director, Officer
2$0
KAREN MARTIN CAMPPBELLPRESIDENT
Trustee or director, Officer
4$0
MARGARET A PURCELLVICE PRESIDENT / TRUSTEE
Trustee or director, Officer
2$0
MERRY WESTBROOK ADAMCIKSECRETARY / TRUSTEE
Trustee or director, Officer
2$0
CATHY IRVIN PAINTERTRUSTEE
Trustee or director
2$0
CRYSTAL HINSON MILLERTRUSTEE
Trustee or director
2$0
DEANA LEWIS KAPLANTRUSTEE
Trustee or director
2$0
DIANE CHAMBERLAIN CESARZTRUSTEE
Trustee or director
2$0
JEANINE PETERSEN TRIPLETTTRUSTEE
Trustee or director
2$0
JILL KAWA RADERSTORFTRUSTEE
Trustee or director
2$0
KIM ANSPACH RUTKOWSKITRUSTEE
Trustee or director
2$0
KIMBERLY SLOMKA JONESTRUSTEE
Trustee or director
2$0
TRUDY WHEELERTRUSTEE
Trustee or director
2$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensation
KAREN MARTIN CAMPBELLPRESIDENT
Trustee or director, Officer
4$0
KIMBERLY SAARI JOHNSTONVICE PRESIDENT / TRUSTEE
Trustee or director, Officer
2$0
RUTH WEIDER PATTERSONVICE PRESIDENT - MUSEUM
Trustee or director, Officer
2$0
MARGARET A PURCELLSECRETARY / VICE PRESIDENT
Trustee or director, Officer
2$0
KIMBERLY SLOMKA JONESTREASURER / TRUSTEE
Trustee or director, Officer
2$0
MERRY WESTBROOK ADAMCIKTRUSTEE / SECRETARY
Trustee or director, Officer
2$0
CRYSTAL HINSON MILLERTRUSTEE
Trustee or director
2$0
JENNY BOGEN MORRISONTRUSTEE / TREASURER
Trustee or director, Officer
2$0
CHRISTY PHILLIPS-BROWNTRUSTEE
Trustee or director
2$0
JILL KAWA RADERSTORFTRUSTEE
Trustee or director
2$0
KIM ANSPACH RUTKOWSKITRUSTEE
Trustee or director
2$0
JEANINE PETERSEN TRIPLETTTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
202 E CHURCH ST, OXFORD, OH 45056-1320
In care of
% JOHN J GOTTSCHALL
Principal officer (990 for 2024)
MARGARET A PURCELL, 202 East Church Street, Oxford, OH 45056
Signed the 990
Cynthia W Menges, Chief Executive Officer
Phone
(513) 523-7597
Return prepared by
Forvis Mazars LLP

Mission

TO ADVANCE DELTA ZETA SORORITY'S EDUCATIONAL AND PHILANTHROPIC PURPOSES THROUGH THE DEVELOPMENT OF FINANCIAL AND HUMAN RESOURCES.

990 for the year ended June 30, 2025

Program accomplishments

  • GRANTS, GIFTS AND SCHOLARSHIPS
    Expenses $1,962,490 · grants $1,846,918

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-0940640
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1978
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B83I)
Assets (IRS master file)
$20,047,838
Income (IRS master file)
$3,821,865

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,511,267$2,797,110$20,047,838XML
990-TJune 2025–––IRS
990June 2024$2,843,260$2,614,123$18,597,455XML
990June 2023$2,589,292$2,635,069$17,328,530XML
990June 2022$3,220,126$2,474,364$16,389,397IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0940640).

Questions about DELTA ZETA FOUNDATION

What is the EIN of DELTA ZETA FOUNDATION?
The employer identification number (EIN) of DELTA ZETA FOUNDATION is 31-0940640.
Is DELTA ZETA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to DELTA ZETA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DELTA ZETA FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of DELTA ZETA FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DELTA ZETA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of DELTA ZETA FOUNDATION?
The 990 for the year ended June 30, 2025 names MARGARET A PURCELL.
Who are the officers and directors of DELTA ZETA FOUNDATION?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does DELTA ZETA FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,511,267, expenses of $2,797,110 and total assets of $20,047,838 at year end.

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