ZETA TAU ALPHA FOUNDATION (EIN 310987111) - Form 990 Financial Analysis & Trantor Score

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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

1954

Legal Domicile

Principal Officer

CAROLYN HOF CARPENTER

Phone

3178720540

Tax Period

2024-08-01 to 2025-07-31

ZETA TAU ALPHA FOUNDATION, founded in 1954, is a community nonprofit in the Education sector that reported $6.8M in total revenue in fiscal year 2024. The organization ran a surplus of $2.0M, a strong 29% operating margin.

Mission

ZETA TAU ALPHA FOUNDATION, INC. IS ORGANIZED TO CONDUCT FUNDRAISING FOR EDUCATIONAL AND CHARITABLE PROJECTS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,771,469

Program Service Revenue $0

Investment Income $1,021,574

Other Revenue $1,167

TOTAL REVENUE $6,794,210

Expense Breakdown

Grants Paid $3,309,097

Salaries & Benefits $0

Fundraising Expenses $226,039

Program Expenses $4,004,892

Other Expenses $1,494,819

TOTAL EXPENSES $4,803,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,794,210	$6,431,756	+0.1%
Expenses	$4,803,916	$4,555,639	+0.1%
Net Income	$1,990,294	$1,876,117	+0.1%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

8000

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN HOF CARPENTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
CARLA MARTIN COBB	VP OF COLLEGIATE DEVELOPMENT	2.00	Officer Director	$0	$0	$0
MARLENE DUNBAR CONRAD	VP OF PHILANTHROPY	2.00	Officer Director	$0	$0	$0
STEPHANIE ARNETTE POWELL	VP OF ALUMNAE DEVELOPMENT	2.00	Officer Director	$0	$0	$0
KRISTEN HUMESTON HARTHORN	VP OF SCHOLARSHIP	2.00	Officer Director	$0	$0	$0
KAY DILL KREUTZER	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
SHANNON ASHLEY FERGUSON	DIRECTOR	1.00	Director	$0	$0	$0
BECKY HAINSWORTH KIRWAN	DIRECTOR	1.00	Director	$0	$0	$0
DINAH JACKSON LAUGHERY	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE YINGLING LISKO	DIRECTOR	1.00	Director	$0	$0	$0
CASEY GUIMBELLOT PASH	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY SERVER TILLEY	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN VICINUS PARKER	EXECUTIVE DIRECTOR	2.00	Officer	$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	$6,794,210	$4,803,916	$33,194,920	$1,990,294
2024	$6,431,756	$4,555,639	$30,290,540	$1,876,117
2023	$5,803,665	$4,027,969	$26,017,727	$1,775,696
2022	$6,747,207	$4,011,790	$23,586,079	$2,735,417
2021	$5,766,546	$3,185,496	$26,909,693	$2,581,050
2020	$5,485,302	$3,771,489	$22,305,661	$1,713,813
2019	$5,411,958	$4,003,123	$18,792,184	$1,408,835
2018	$4,564,947	$3,377,552	$18,008,251	$1,187,395

ZETA TAU ALPHA FOUNDATION