Delta Zeta Foundation

EIN: 310940640 501(c)(3) Education

Oxford, OH

Total Revenue
$3,511,267
Total Expenses
$2,797,110
Total Assets
$20,047,838
Net Assets
$19,416,481
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
OH
Phone
5135237597
Tax Period
2024-07-01 to 2025-06-30

Delta Zeta Foundation, founded in 1978, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $714K, a strong 20% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,376,239
Program Service Revenue $0
Investment Income $1,033,019
Other Revenue $102,009
TOTAL REVENUE $3,511,267

Expense Breakdown

Grants Paid $1,846,918
Salaries & Benefits $0
Fundraising Expenses $532,093
Program Expenses $1,962,490
Other Expenses $742,238
TOTAL EXPENSES $2,797,110

Year-over-Year Comparison

2024 2023 Change
Revenue $3,511,267 $2,843,260 +0.2%
Expenses $2,797,110 $2,614,123 +0.1%
Net Income $714,157 $229,137 +2.1%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
13

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✓ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIANE CHAMBERLAIN CESARZ TREASURER / TRUSTEE 2.0
Officer Director
$0 $0 $0
DIANE STECHER VICE PRESIDENT - MUSEUM / TRUSTEE 2.0
Officer Director
$0 $0 $0
JENNY BOGEN MORRISON VICE PRESIDENT / TRUSTEE 2.0
Officer Director
$0 $0 $0
MARGARET A PURCELL PRESIDENT / TRUSTEE 4.0
Officer Director
$0 $0 $0
MERRY WESTBROOK ADAMCIK SECRETARY / TRUSTEE 2.0
Officer Director
$0 $0 $0
CATHY IRVIN PAINTER TRUSTEE 2.0
Director
$0 $0 $0
CRYSTAL HINSON MILLER TRUSTEE 2.0
Director
$0 $0 $0
DEANA LEWIS KAPLAN TRUSTEE 2.0
Director
$0 $0 $0
ELAINE JEFFERS TRUSTEE 2.0
Director
$0 $0 $0
JEANINE PETERSEN TRIPLETT TRUSTEE 2.0
Director
$0 $0 $0
LILY BARWICK TRUSTEE 2.0
Director
$0 $0 $0
LORRIE TIJERINA TRUSTEE 2.0
Director
$0 $0 $0
TRUDY WHEELER TRUSTEE 2.0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,511,267 $2,797,110 $20,047,838 $714,157
2024 $2,843,260 $2,614,123 $18,597,455 $229,137
2023 $2,589,292 $2,635,069 $17,328,530 $-45,777
2022 $3,220,126 $2,474,364 $16,389,397 $745,762
2021 $3,226,202 $2,001,236 $19,032,557 $1,224,966
2020 $2,366,779 $1,293,976 $14,958,772 $1,072,803
2019 $2,653,451 $1,585,181 $15,026,824 $1,068,270
2018 $2,492,621 $1,493,440 $14,454,147 $999,181
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