ZETA IOTA ZETA EDUCATIONAL FOUNDATION INC (EIN 481158039) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Richard Winter

Phone

4178509931

Tax Period

2024-09-01 to 2025-08-31

ZETA IOTA ZETA EDUCATIONAL FOUNDATION INC, founded in 1994, is a small nonprofit in the Education sector that reported $365K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 35% operating margin.

Mission

OUR MISSION IS TO PROVIDE SCHOLARSHIP AND GRANTS FOR HIGHER EDUCATION OPPORTUNITIES TO SUPPORT QUALIFYING STUDENTS ATTENDING THE UNIVERSITY OF KANSAS BY SOLICITING FUNDS FROM ALUMNI.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $10,300

Other Revenue $354,659

TOTAL REVENUE $364,959

Expense Breakdown

Grants Paid $234,673

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $234,673

Other Expenses $1,613

TOTAL EXPENSES $236,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$364,959	$287,886	+0.3%
Expenses	$236,286	$152,945	+0.5%
Net Income	$128,673	$134,941	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
RICHARD WINTER	PRESIDENT	2	Officer Director	$0	$0	$0
PHILIP BROOKS	DIRECTOR	0	Director	$0	$0	$0
TJ SOLANDER	TREASURER	1	Officer 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	$364,959	$236,286	$305,315	$128,673
2024	$287,886	$152,945	$176,642	$134,941
2023	$34,418	$16,192	$41,701	$18,226
2022	$62,624	$65,055	$23,475	$-2,431
2021	$206,758	$181,394	$25,906	$25,364

ZETA IOTA ZETA EDUCATIONAL FOUNDATION INC