ZETA TAU ALPHA FRATERNITY

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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

1898

Legal Domicile

Principal Officer

MEGHAN PARKER

Phone

3178720540

Tax Period

2024-08-01 to 2025-07-31

ZETA TAU ALPHA FRATERNITY, founded in 1898, is a mid-sized nonprofit that reported $13.0M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.0M, a strong 15% operating margin.

Mission

TO MAINTAIN FRATERNITY CHAPTERS INTERNATIONALLY.

Program Service Accomplishments

Program 1

THE FRATERNITY HAS 400 COLLEGIATE AND ALUMNAE CHAPTERS LOCATED THROUGHOUT THE US AND CANADA.

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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 $861,898

Program Service Revenue $6,646,476

Investment Income $2,622,780

Other Revenue $2,854,685

TOTAL REVENUE $12,985,839

Expense Breakdown

Grants Paid $158,488

Salaries & Benefits $3,493,531

Fundraising Expenses $0

Other Expenses $7,356,583

TOTAL EXPENSES $11,008,602

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,985,839	$11,276,879	+0.2%
Expenses	$11,008,602	$11,179,545	0.0%
Net Income	$1,977,237	$97,334	+19.3%

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

Volunteers

2135

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

$210,776

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DINAH JACKSON LAUGHERY	PRESIDENT	15.00	Officer Director	$0	$0	$0
MEREDITH HARRIS BRASELMAN	VICE PRESIDENT COLLEGIATE AREA I	15.00	Officer Director	$0	$0	$0
STANCY ROBINSON HAGANS	VICE PRESIDENT COLLEGIATE AREA II	15.00	Officer Director	$0	$0	$0
JACQUE GREEN LISH	VICE PRESIDENT COLLEGIATE AREA III	15.00	Officer Director	$0	$0	$0
KERY REINKEMYER WEBB	VICE PRESIDENT ALUMNAE AREA I	15.00	Officer Director	$0	$0	$0
BARB CHANG-HOLT	VICE PRESIDENT ALUMNAE AREA II	15.00	Officer Director	$0	$0	$0
SHANNON ASHLEY FERGUSON	SECRETARY-TREASURER	15.00	Officer Director	$0	$0	$0
KARLA LUNDGREN WHEELER	EXTENSION DIRECTOR	15.00	Director	$0	$0	$0
KATIE PEOPLES ZAMULINSKY	NPC DELEGATE	15.00	Director	$0	$0	$0
MEGHAN PARKER	EXECUTIVE DIRECTOR	40.00	Officer	$196,081	$14,695	$210,776
ASHLEY SHERMAN	CHIEF COMMUNICATIONS OFFICER	40.00	Highest	$103,826	$11,565	$115,391

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	$12,985,839	$11,008,602	$40,160,166	$1,977,237
2024	$11,276,879	$11,179,545	$37,724,891	$97,334
2023	$8,374,719	$10,057,415	$36,753,113	$-1,682,696
2022	$10,920,261	$10,362,459	$36,616,628	$557,802
2021	$10,659,852	$7,811,887	$39,911,070	$2,847,965
2020	$9,280,352	$8,840,222	$36,073,479	$440,130
2019	$10,208,364	$8,645,722	$32,653,155	$1,562,642
2018	$25,584,284	$18,911,340	$90,095,407	$6,672,944