Education (B99Z) IRS Verified DX Registered 990 on File

ZETA TAU ALPHA FOUNDATION INC

EIN: 31-0987111 · CARMEL, IN 46032-2544 · United States · FY 2025 Data

3 out of 5 59 / 100 Based on 2+ years of filings

Financial strength (30%) 94/100

Reliability (20%) 55/100

Effectiveness (25%) 78/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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Mission Statement

The mission of the Zeta Tau Alpha Foundation, Inc., through successful fundraising by alumnae and collegians, is to fulfill the founding principles of Zeta Tau Alpha Fraternity by providing, in compliance with IRS guidelines, support for programs that are educational, philanthropic and always responsive to the needs of a changing society, further enhancing Zeta Tau Alpha’s leadership position in the fraternity/sorority community and its influence in the world. The ZTA Foundation was chartered in 1954 an is a tax-exempt organization as defined by the Internal Revenue Code, Section 501(c)3. Donations to the Foundation are tax deductible, with a fiscal year from August 1 to July 31. The ZTA Foundation supports scholarships, educational programming, leadership development and philanthropy. Think Pink® efforts by ZTA support the fight against breast cancer by recognizing survivors at American Cancer Society® Making Strides Against Breast Cancer walks, raising awareness through the distribution of pink ribbons at NFL A Crucial Catch® games, and educating through Bright Pink® Brighten Up® workshops.

Financial Overview — FY 2025

$6.8M

Total Revenue

$4.8M

Total Expenses

$33.2M

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 83.4%

Fundraising Efficiency N/A

Operating Reserve 82.91x

Liability-to-Asset 0.0%

Revenue Diversification 85.0%

Compared with Peers

FY 2025

Compared with 5,743 similar organizations (United States, Education, $1M–$10M in expenses), FY 2025.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	83.4%	84.3%	P10P90	Below median
Admin expense ratio Management and general / total expenses · lower is better	11.9%	12.8%	P10P90	Above median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	4.7%	0.0%	P10P90	Bottom quarter
Operating reserve Months of expenses covered by net assets · higher is better	82.9 mo	9.0 mo	P10P90	Top quarter
Liabilities to assets Total liabilities / total assets · lower is better	0.0%	21.0%	P10P90	Top quarter
Revenue concentration Share of revenue from the largest source · lower is better	85.0%	89.6%	P10P90	Above median
Revenue growth Year over year revenue growth	5.6%	5.0%	P10P90
Expense growth Year over year expense growth	5.4%	6.0%	P10P90
Surplus margin Surplus as a share of revenue	29.3%	3.0%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %
2025	$6.8M	$4.8M	$33.2M	83.4%
2024	$6.4M	$4.6M	$30.3M	81.9%
2023	$5.8M	$4.0M	$26.0M	80.1%
2022	$6.7M	$4.0M	$23.6M	81.1%
2021	$5.8M	$3.2M	N/A	—

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Organization Details

EIN: 31-0987111
State: IN
City: CARMEL
ZIP: 46032-2544
Classification: B99Z
Category: Education
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1898
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
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