Zeta Phi Society-Foundation
- Assets
- $3.3m
- Revenue
- $191.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Richmond Heights, MO
- Founding
- 09/1990
- Data as of
- 12/2021
- EIN
- 43-1543617
Organization Overview
Zeta Phi Society-Foundation is located in Richmond Heights, MO. The organization was established in 1990. According to its NTEE Classification (B83) the organization is classified as: Student Sororities & Fraternities, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Zeta Phi Society-Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Zeta Phi Society-Foundation generated $191.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (5.6%) each year. All expenses for the organization totaled $147.0k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (4.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Zeta Phi Society-Foundation has awarded 16 individual grants totaling $848,466. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE THE EDUCATIONAL AND SCHOLARLY ADVANCEMENT OF THE MEMBERS OF THE ZETA PHI CHAPTER OF THE BETA THETA PI FRATERNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE SCHOLARSHIPS INCLUDING GIFTS IN AID, SUPPORT, AND ASSISTANCE FOR THE EDUCATION OF THE MEMBERS OF THE ZETA PHI CHAPTER OF BETA THETA PI. DURING THE CURRENT REPORTING PERIOD, SCHOLARSHIPS BENEFITED 18 MEMBERS.
PRESERVE THE LIBRARY FOR THE USE OF THE MEMBERS OF THE FRATERNAL ORGANIZATION BY MAINTAINING THE COPIER IN THE STUDY ROOM & WIRELESS INTERNET ACCESS IN THE FRATERNITY HOUSE, WHICH PROVIDES A SUFFICIENT STUDY SPACE FOR APPROXIMATELY 130 STUDENTS.
CONTINUED THE BUILDING CAMPAIGN FUND WHICH PROVIDES FUNDS TO THE ZETA PHI CHAPTER OF BETA THETA PI FRATERNITY IN ORDER TO SUPPORT THAT ORGANIZATION'S ABILITY TO PROVIDE EDUCATIONAL SPACE IN A NEW FRATERNITY HOUSE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Benjamin K Byrd Vice President | OfficerTrustee | 0.2 | $0 |
H Jason Andrews Secretary | OfficerTrustee | 0.1 | $0 |
Robert J Selsor President | OfficerTrustee | 1 | $0 |
Christopher Diehls Treasurer | OfficerTrustee | 0.5 | $0 |
David C Davis Director | Trustee | 0.3 | $0 |
Greg Jones Director | Trustee | 0.3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $92,832 |
| Noncash contributions included in lines 1a–1f | $29,592 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $92,832 |
| Total Program Service Revenue | $0 |
| Investment income | $120,161 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $42,200 |
| Net Income from Fundraising Events | -$64,143 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $191,050 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $111,377 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,893 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $21,673 |
| Fees for services: Other | $58 |
| Advertising and promotion | $0 |
| Office expenses | $6,752 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $427 |
| All other expenses | $834 |
| Total functional expenses | $147,014 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $105,067 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $3,169,610 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,274,677 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $3,274,677 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,274,677 |
Grants Awarded
Over the last fiscal year, Zeta Phi Society-Foundation has awarded $111,377 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
CURATORS OF THE UNIV OF MISSOURI PURPOSE: Scholarships | $81,000 |
Columbia, MO PURPOSE: Educational | $30,377 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Zeta Phi Society-Foundation has recieved totaling $3,000.
| Awarding Organization | Amount |
|---|---|
Richard B Sneed Foundation Sarasota, FL PURPOSE: SCHOLARSHIP | $3,000 |
Endowment Analysis
| Beg. Balance | $1,573,796 |
| Earnings | $214,764 |
| Net Contributions | $57,656 |
| Grants | $81,000 |
| Ending Balance | $1,765,216 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Alpha Kappa Alpha Sorority Inc Chicago, IL | $52,441,632 | $51,516,125 |
Alpha Kappa Alpha Sorority Inc Chicago, IL | $69,493,289 | $32,008,594 |
Alpha Phi International Fraternity Inc Chicago, IL | $56,554,412 | $12,398,073 |
Alpha Omicron Pi Fraternity Inc Brentwood, TN | $57,425,535 | $8,065,959 |
Pi Beta Phi Fraternity Town Country, MO | $45,635,121 | $9,219,516 |
Alpha Phi Foundation Inc Park Ridge, IL | $26,651,155 | $5,758,361 |
Educational Foundation Of Alpha Gamma Rho Kansas City, MO | $16,072,489 | $5,767,840 |
Alpha Phi International Fraternity Inc Chicago, IL | $421,200 | $3,656,233 |
Alumni Association University Of Nebraska Lincoln, NE | $18,158,198 | $3,537,579 |
Pi Beta Phi Fraterntiy Town Country, MO | $1,016,424 | $3,235,102 |
Nautilus Management Inc Memphis, TN | $16,834,211 | $2,172,564 |
The Tau Beta Pi Association Inc Knoxville, TN | $43,758,884 | $4,633,459 |