Zeta Tau Alpha Intl Fraternity & Fraternity Housing Corporation in Indianapolis, Indiana (IN)

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Table of contents:

• Overview
• Detailed Reports
  • Checklist
  • Statements Regarding Other IRS Filings and Tax Compliance
  • Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
  • Statement of Revenue
  • Statement of Functional Expenses
  • Balance Sheet
  • Reason for Public Charity Status
  • Revenue, Expenses, and Changes in Net Assets or Fund Balances
  • Statement of Functional Expenses
  • Balance Sheets
  • Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
  • Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
  • Current Officers, Directors, Trustees, and Key Employees
  • Other Information
  • Analysis of Income-Producing Activities
  • Information Regarding Taxable Subsidiaries and Disregarded Entities
  • Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
  • Statements About Activities
  • Reason for Non-Private Foundation Status
  • Support Schedule
  • Lobbying Expenditures by Electing Public Charities
• Organizations performing similar types of work
• Affiliated organizations

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Zeta Tau Alpha Intl Fraternity & Fraternity Housing Corporation
Employer Identification Number (EIN)	361996950
Name of Organization	Zeta Tau Alpha Intl Fraternity & Fraternity Housing Corporation
Address	3450 Founders Rd, Indianapolis, IN 46268-1334
Activities	Other services or benefits to members or employees, Other social activities
Subsection	Pleasure, Recreational, or Social Club
Ruling Date	05/1941
Deductibility	Contributions are not deductible
Foundation	All organizations except 501(c)(3)
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	07/2013
Assets	$10,000,000 to $49,999,999
Income	$10,000,000 to $49,999,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$47,471,705
Amount of Income	$18,839,129
Form 990 Revenue Amount	$18,181,122
National Taxonomy of Exempt Entities (NTEE)	Educational Institutions and Related Activities: Student Sororities, Fraternities

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Amount of income in 2013: $18,839,129

This organization:	$18,839,129
Other organizations performing similar types of work:	$292,405

Assets in 2013: $47,471,705

This organization:	$47,471,705
Other organizations performing similar types of work:	$864,497

Expenses in 2013: $11,244,546

This organization:	$11,244,546
Other organizations performing similar types of work:	$226,767

Income to expenses ratio in 2013: 1.7

Zeta Tau Alpha Intl Fraternity & Fraternity Housing Corporation:	1.7
Other organizations performing similar types of work:	1.3

Number of employees in 2013: 69

Zeta Tau Alpha Intl Fraternity & Fraternity Housing Corporation:	69
Other organizations performing similar types of work:	1

Employees paid over $100,000 in 2013: 2.9%

This organization:	2.9%
Other organizations performing similar types of work:	0.0%

Grants share in income in 2013: 6.0%

Zeta Tau Alpha Intl Fraternity & Fraternity Housing Corporation:	6.0%
Other organizations performing similar types of work:	2.2%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
	2012	2013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	No	No
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	No	No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	No	No
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	No	No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	Yes	Yes
Did the organization obtain separate, independent audited financial statements for the tax year?	Yes	Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?	Yes	Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	No	No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	No	No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	No	No
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	No	No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	No	No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	No	Yes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No
Was the organization related to any tax-exempt or taxable entity?	Yes	Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	No
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

Statements Regarding Other IRS Filings and Tax Compliance
	2011	2012	2013
The number reported in Box 3 of Form 1096		139	49
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		47	69
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	Yes	Yes	Yes
Has it filed a Form 990-T for this year?		Yes	No
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		No	No
Did the organization notify the donor of the value of the goods or services provided?		No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
	2012	2013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$134,537	$164,129
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$24,162	$20,423
Total number of individuals who received more than $100,000 of reportable compensation from the organization	1	1
Total number of independent contractors who received more than $100,000 of compensation from the organization	3	1

Statement of Revenue
	2011	2012	2013
Total revenue	$11,551,988	$12,680,483	$18,181,122
Contributions, Gifts, Grants and Other Similar Amounts	$359,050	$341,083	$1,099,306
Program Service Revenue	$10,523,477	$11,597,307	$12,629,208
Rooming and Boarding Houses		$7,007,742	$7,654,961
Professional and Management Development Training		$367,676	$653,412
900099		$653,011	$3,295,060
All Other Insurance Related Activities		$2,913,484	$232,500
541200		$434,894	$566,294
All other program service revenue		$220,500	$226,981
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$67,359	$70,029	$4,086,489
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$11,015	$0	$0
Net rental income	$0	$0	$0
Net gain/loss from sales of assets other than inventory	$78,612	$183,017	$40,190
Gross amount from sales of assets other than inventory (Securities / Other)	$981,642 / $3,173	$2,757,943 / $3,310	$322,900 / $24,650
Less: cost or other basis and sales expenses (Securities / Other)	$895,199 / $11,004	$2,578,236 / $0	$307,360 / $0
Gain or (loss) (Securities / Other)	$86,443 / $-7,831	$179,707 / $3,310	$15,540 / $24,650
Net income/loss from fundraising events	$0	$0	$0
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$436,718	$431,798	$275,060
Gross sales of inventory, less returns and allowances	$636,694	$608,707	$625,707
Less: cost of goods sold	$199,976	$176,909	$350,647
Miscellaneous Revenue	$75,757	$57,249	$50,869
Other Financial Vehicles		$57,249	$50,869
All other revenue		$0	$0

Statement of Functional Expenses
	2011	2012	2013
Total functional expenses	$9,923,078	$10,922,379	$11,244,546
Grants and other assistance to domestic organizations and domestic governments		$0	$0
Grants and other assistance to domestic individuals		$0	$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$0	$0
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$143,606	$150,840	$164,129
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$1,040,174	$1,078,017	$1,253,248
Pension plan accruals and contributions		$27,321	$30,565
Other employee benefits		$169,520	$176,372
Payroll taxes	$114,851	$127,569	$146,668
Fees for services (non-employees)
Management		$0	$0
Legal		$47,249	$81,780
Accounting		$19,850	$48,000
Lobbying		$0	$0
Professional fundraising services	$0	$0	$0
Investment management fees		$0	$0
Other		$60,328	$5,951
Advertising and promotion		$4,136	$1,718
Office expenses		$175,468	$238,977
Information technology		$114,813	$139,037
Royalties		$0	$0
Occupancy		$2,302,444	$2,512,304
Travel		$64,997	$62,697
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$962,941	$606,691
Interest		$263,467	$260,391
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$3,630,581	$3,665,835
Insurance		$310,011	$368,788
Other expenses		$75,893	$141,206
Other expenses		$154,834	$144,126
Other expenses		$182,796	$182,801
Other expenses		$784,895	$767,310
Other expenses		$214,409	$245,952

Balance Sheet
	2011	2012	2013
Total assets	$36,792,861	$40,750,163	$47,471,705
Cash - non-interest-bearing		$150	$150
Savings and temporary cash investments		$4,169,009	$6,779,478
Pledges and grants receivable, net		$0	$0
Accounts receivable, net		$0	$0
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$949,829	$135,494
Inventories for sale or use		$171,844	$220,706
Prepaid expenses and deferred charges		$53,379	$1,009,061
Land, buildings, and equipment: cost or other basis		$30,291,822	$29,757,366
Investments - publicly traded securities		$4,672,980	$9,328,300
Investments - other securities		$0	$0
Investments - program-related		$0	$0
Intangible assets		$0	$0
Other assets		$441,150	$241,150
Total liabilities	$5,805,462	$8,263,735	$7,575,582
Accounts payable and accrued expenses		$143,897	$157,121
Grants payable		$0	$0
Deferred revenue		$0	$0
Tax-exempt bond liabilities	$0	$0	$0
Escrow or custodial account liability		$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$4,951,226	$7,667,455	$6,977,265
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$452,383	$441,196
Total net assets or fund balances	$30,987,399	$32,486,428	$39,896,123
Unrestricted net assets		$32,486,428	$39,896,123
Temporarily restricted net assets		$0	$0
Permanently restricted net assets		$0	$0
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	Not provided
Number of organizations supported	0
Sum of amounts of support	$0

Revenue, Expenses, and Changes in Net Assets or Fund Balances
	2000	2001	2002	2003	2004	2005	2006	2007
Total revenue	$6,532,122	$6,194,746	$8,488,013	$6,805,479	$9,174,450	$8,296,788	$8,721,010	$9,802,531
Contributions, gifts, grants, and similar amounts received	$80,238	$25,595	$703,622	$21,057	$328,091	$247,564	$215,978	$206,291
Contributions to donor advised funds							$0	$0
Direct public support	$80,238	$25,595	$703,622	$21,057	$39,288	$22,240	$18,822	$24,229
Indirect public support	$0	$0	$0	$0	$288,803	$225,324	$197,156	$182,062
Government contributions (grants)	$0	$0	$0	$0	$0	$0	$0	$0
Program service revenue including government fees and contracts	$4,929,323	$4,657,147	$6,235,228	$5,086,322	$6,748,665	$5,621,372	$5,481,743	$6,370,026
Membership dues and assessments	$1,398,261	$1,452,477	$1,537,921	$1,561,928	$1,605,368	$1,626,364	$1,747,990	$1,793,435
Interest on savings and temporary cash investments	$143,529	$67,576	$28,916	$28,574	$48,125	$62,134	$148,833	$130,302
Dividends and interest from securities	$20,300	$47,308	$35,985	$32,778	$49,646	$81,402	$60,115	$64,083
Net rental income or (loss)	$0	$0	$0	$0	$0	$0	$0	$0
Gross rents	$0	$0	$0	$0	$0	$0	$0	$0
Less: rental expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other investment income	$67,140	$59,033	$69,280	$71,245	$63,648	$94,692	$69,952	$127,683
Gain or (loss) from sales of assets other than inventory	$-116,872	$-117,024	$-137,317	$-204,202	$27,480	$170,424	$830,336	$787,805
Gross amount from sales of assets other than inventory	$367,209	$322,730	$295,487	$2,444,214	$295,361	$507,034	$1,435,711	$3,075,659
Less: cost or other basis and sales expenses	$484,081	$439,754	$432,804	$2,648,416	$267,881	$336,610	$605,375	$2,287,854
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$0	$0	$0
Gross revenue	$0	$0	$0	$0	$0	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$10,203	$2,634	$-8,364	$93,569	$106,249	$103,243	$158,038	$322,906
Gross sales of inventory, less returns and allowances	$136,651	$118,239	$137,957	$152,205	$158,152	$138,131	$249,990	$400,492
Less: cost of goods sold	$126,448	$115,605	$146,321	$58,636	$51,903	$34,888	$91,952	$77,586
Other revenue	$0	$0	$22,742	$114,208	$197,178	$289,593	$8,025	$0
Total expenses	$6,166,092	$6,270,345	$6,177,800	$6,492,059	$6,891,551	$7,498,118	$7,470,097	$8,587,908
Program services	$0	$0	$0	$0	$0	$0	$0	$0
Management and general	$0	$0	$0	$0	$0	$0	$0	$0
Fundraising	$0	$0	$0	$0	$0	$0	$0	$0
Payments to affiliates	$0	$0	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$19,322,081	$18,971,289	$21,463,180	$21,715,844	$24,168,261	$24,922,087	$26,388,444	$26,715,750
Excess or (deficit) for the year	$366,030	$-75,599	$2,310,213	$313,420	$2,282,899	$798,670	$1,250,913	$1,214,623
Net assets or fund balances at beginning of year	$18,945,412	$19,322,081	$18,971,289	$21,463,180	$21,715,844	$24,168,261	$24,922,087	$26,388,444
Other changes in net assets or fund balances	$10,639	$-275,193	$181,678	$-60,756	$169,518	$-44,844	$215,444	$-887,317

Statement of Functional Expenses (for 2007)
	Total	Program services	Management and general	Fundraising
Total functional expenses	$8,587,908	$0	$0	$0
Grants paid from donor advised funds		$0
Other grants and allocations		$0
Specific assistance to individuals		$0
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$125,459	$0	$0	$0
Compensation of former officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$0	$0	$0	$0
Salaries and wages of employees not included above	$895,362	$0	$0	$0
Pension plan contributions not included above	$16,342	$0	$0	$0
Employee benefits not included above	$105,034	$0	$0	$0
Payroll taxes	$97,852	$0	$0	$0
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$47,030	$0	$0	$0
Legal fees	$19,198	$0	$0	$0
Supplies	$119,477	$0	$0	$0
Telephone	$16,811	$0	$0	$0
Postage and shipping	$54,916	$0	$0	$0
Occupancy	$543,691	$0	$0	$0
Equipment rental and maintenance	$938,757	$0	$0	$0
Printing and publications	$4,511	$0	$0	$0
Travel	$25,704	$0	$0	$0
Conferences, conventions, and meetings	$752,360	$0	$0	$0
Interest	$378,184	$0	$0	$0
Depreciation, depletion, etc.	$2,611,555	$0	$0	$0
Other expenses not covered above	$1,835,665	$0	$0	$0

Balance Sheets
	2000	2001	2002	2003	2004	2005	2006	2007
Total assets	$31,200,204	$31,621,790	$33,115,733	$32,240,249	$31,881,799	$31,494,602	$31,860,050	$31,764,073
Cash - non-interest-bearing	$3,741	$150	$150	$150	$150	$150	$150	$150
Savings and temporary cash investments	$1,761,052	$1,314,730	$1,280,248	$3,153,385	$2,495,491	$2,029,009	$2,025,779	$4,250,978
Accounts receivable less allowance for doubtful accounts	$78,330	$181,061	$117,169	$103,740	$126,278	$54,130	$59,271	$47,238
Pledges receivable less allowance for doubtful accounts	$0	$0	$240,000	$75,000	$0	$0	$0	$0
Grants receivable	$0	$0	$0	$0	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)							$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$650,757	$316,289	$296,519	$245,183	$403,310	$738,396	$226,593	$160,883
Inventories for sale or use	$229,100	$175,782	$103,271	$96,948	$110,991	$112,991	$120,306	$195,740
Prepaid expenses and deferred charges	$101,960	$95,334	$126,714	$9,114	$156,893	$165,008	$174,277	$43,984
Investments - publicly-traded securities							$3,494,048	$3,156,269
Investments - other securities	$1,938,100	$1,563,715	$1,624,274	$1,783,613	$2,004,999	$2,105,193	$0	$0
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0	$1,357,904	$1,018,928	$0
Investments - other	$0	$0	$0	$0	$0	$0	$0	$0
Land, buildings, and equipment less accumulated depreciation	$26,386,014	$27,923,579	$29,276,238	$26,661,966	$26,430,037	$24,803,171	$24,606,458	$23,782,681
Other assets, including program-related investments	$51,150	$51,150	$51,150	$111,150	$153,650	$128,650	$134,240	$126,150
Total liabilities	$11,878,123	$12,650,501	$11,652,553	$10,524,405	$7,713,538	$6,572,515	$5,471,606	$5,048,323
Accounts payable and accrued expenses	$861,963	$924,638	$700,991	$659,625	$302,017	$254,376	$222,554	$570,202
Grants payable	$0	$0	$0	$0	$0	$0	$0	$0
Deferred revenue	$29,050	$18,696	$7,174	$0	$7,000	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$0	$0	$0	$0	$0
Mortgages and other notes payable	$10,473,895	$8,808,271	$8,207,242	$7,309,472	$6,513,944	$5,724,381	$4,895,373	$3,991,722
Other liabilities	$513,215	$2,898,896	$2,737,146	$2,555,308	$890,577	$593,758	$353,679	$486,399
Total liabilities and net assets/fund balances	$31,200,204	$31,621,790	$33,115,733	$32,240,249	$31,881,799	$31,494,602	$31,860,050	$31,764,073
Total net assets or fund balances	$19,322,081	$18,971,289	$21,463,180	$21,715,844	$24,168,261	$24,922,087	$26,388,444	$26,715,750

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
	2000	2001	2002	2003	2004	2005	2006	2007
Total revenue	$6,532,122	$6,194,746	$8,488,013	$6,805,479	$9,174,450	$0	$8,721,010	$9,802,531
Total revenue, gains, and other support per audited financial statements	$5,650,070	$5,663,638	$8,611,592	$7,212,434	$9,395,871	$0	$9,028,406	$8,859,759
Other expenses	$-1,008,500	$115,605	$146,321	$104,244	$169,518	$0	$307,396	$-809,731
Net unrealized gains on investments	$-309,091	$0	$0	$104,244	$169,518	$0	$215,444	$-887,317
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0	$0	$0
Other	$-699,409	$115,605	$146,321	$0	$0	$0	$91,952	$77,586
Other revenue	$-126,448	$646,713	$22,742	$-302,711	$-51,903	$0	$0	$133,041
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$-126,448	$646,713	$22,742	$-302,711	$-51,903	$0	$0	$133,041

Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
	2000	2001	2002	2003	2004	2005	2006	2007
Total expenses	$6,166,092	$6,270,345	$6,177,800	$6,492,059	$6,891,551	$0	$7,470,097	$8,587,908
Total expenses and losses per audited financial statements	$5,593,131	$6,014,430	$6,324,121	$6,959,770	$6,943,454	$0	$7,562,049	$8,532,453
Other revenue	$126,448	$115,605	$146,321	$467,711	$51,903	$0	$91,952	$77,586
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$126,448	$115,605	$146,321	$467,711	$51,903	$0	$91,952	$77,586
Other expenses	$699,409	$371,520	$0	$0	$0	$0	$0	$133,041
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$699,409	$371,520	$0	$0	$0	$0	$0	$133,041

Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
40	$119,072	$6,387	$0

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	10
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	Yes
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	No
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	38

Analysis of Income-Producing Activities (for 2007)
	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
	Business code	Amount	Exclusion code	Amount
Total		$1,025,558		$84,315	$8,486,367
Program service revenue
Program service revenue 1	000000	$0	00	$0	$245,646
Program service revenue 2	000000	$0	00	$0	$200,445
Program service revenue 3	000000	$0	00	$0	$519,717
Program service revenue 4	000000	$0	00	$0	$353,772
Program service revenue 5	000000	$0	00	$0	$5,050,446
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$1,793,435
Interest on savings and temporary cash investments	Investment activities of section 501(c)(7), (9), or (17) organizations	$130,302	00	$0	$0
Dividends and interest from securities	Investment activities of section 501(c)(7), (9), or (17) organizations	$64,083	00	$0	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	00	$0	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	Investment activities of section 501(c)(7), (9), or (17) organizations	$127,683	00	$0	$0
Gain or (loss) from sales of assets other than inventory	Investment activities of section 501(c)(7), (9), or (17) organizations	$703,490	Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))	$84,315	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$322,906
Other revenue	000000	$0	00	$0	$0

Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
	0%	$0	$0
	0%	$0	$0
	0%	$0	$0
	0%	$0	$0

Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0

Total number of other employees paid over $50,000

0

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year	$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is

Support Schedule
	1999	2000	2001	2002	2003	2004	2005	2006
Total	$0	$0	$0	$0	$0	$0	$0	$0
Gifts, grants, and contributions received	$0	$0	$0	$0	$0	$0	$0	$0
Membership fees received	$0	$0	$0	$0	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$0	$0	$0	$0	$0	$0	$0	$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$0	$0	$0	$0	$0	$0	$0	$0
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0	$0	$0
Other income	$0	$0	$0	$0	$0	$0	$0	$0

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

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Organizations performing similar types of work
Id	Name	Address	State	Established	Total Income
1	Zeta Tau Alpha Intl Fraternity & Fraternity Housing Corporation	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$18,839,129
2	Kappa Alpha Theta Fraternity	8740 Founders Rd, Indianapolis, IN 46268-1337	IN	1940-10	$15,697,198
3	Alpha Phi International Fraternity Inc	4201 Grant Line Road, New Albany, IN 47150	IN	1949-02	$11,097,918
4	Alpha Chi Omega National Housing Corporation	5939 Castle Creek Parkway North Dr, Indianapolis, IN 46250-4343	IN	1996-09	$8,492,374
5	Phi Delta Theta Fraternity, Phi Delta Theta Indiana Lambda	3600 University Blvd, Evansville, IN 47712	IN	1937-03	$7,618,880
6	Sigma Kappa National Housing Corporation	695 Pro-Med Ln, Carmel, IN 46032-5323	IN	1994-03	$6,721,269
7	Delta Tau Delta Fraternity	10000 Allisonville Rd, Fishers, IN 46038-2008	IN	1940-09	$5,043,726
8	Richmond Property Group Ltd	1 N Pennsylvania St Ste 12, Indianapolis, IN 46204-3112	IN	2002-06	$4,870,285
9	Alpha Sigma Alpha Sorority	9002 Vincennes Cir, Indianapolis, IN 46268-3018	IN	1947-01	$3,737,751
10	Delta Upsilon International Fraternity Inc	8705 Founders Rd, Indianapolis, IN 46268-1338	IN	1996-05	$3,248,275
11	Zeta Beta Tau Fraternity, Alpha Mu Chapter	4626 21st Ave Ne, Seattle, WA 98105-3327	WA	1940-10	$297,255
12	Honor Society Of Phi Kappa Phi	Uncw 601 South College Road, Wilmington, NC 28403	NC	1999-01	$1,190
13	Honor Society Of Phi Kappa Phi	1220 First Ave Ne, Cedar Rapids, IA 52402	IA	1999-01	$400
14	Honor Society Of Phi Kappa Phe	One Main Street, Houston, TX 77002-1001	TX	1999-01	$0
15	Honor Society Of Phi Kappa Phi	2101 E Coliseum Blvd, Fort Wayne, IN 46805	IN	1999-01	$0
16	Honor Society Of Phi Kappa Phi	2800 University Boulevard North, Jacksonville, FL 32211	FL	1999-01	$0
17	Honor Society Of Phi Kappa Phi	953 Danby Road, Ithaca, NY 14850	NY	1999-01	$0
18	Honor Society Of Phi Kappa Phi	1500 N Warner Cmb 1061, Tacoma, WA 98416	WA	1999-01	$0
19	Honor Society Of Phi Kappa Phi	1400 Townsend Drive, Houghton, MI 49931	MI	1999-01	$0
20	Honor Society Of Phi Kappa Phi, Honor Society Of Phi Kappa Phi University Of Evansville	Univ Of Evansville 1800 Lincoln Ave, Evansville, IN 47722	IN	1999-01	$0

Number of organizations performing similar types of work
Alaska 1 Alabama 10 Arkansas 2 Arizona 4 California 18 Colorado 6 Connecticut 2 District of Columbia 2 Florida 11 Georgia 20 Hawaii 1 Iowa 5 Idaho 1 Illinois 23 Indiana 35 Kansas 14 Kentucky 7 Louisiana 16 Massachusetts 8 Maryland 9 Maine 3 Michigan 11 Minnesota 2 Missouri 16 Mississippi 2	Montana 3 North Carolina 11 North Dakota 1 Nebraska 4 New Hampshire 1 New Jersey 3 New Mexico 2 Nevada 2 New York 15 Ohio 14 Oklahoma 4 Oregon 5 Pennsylvania 21 Rhode Island 2 South Carolina 3 South Dakota 2 Tennessee 13 Texas 18 Utah 1 Virginia 6 Washington 11 Wisconsin 5 West Virginia 1 Wyoming 2 International 1
Total	380

20 biggest affiliated organizations
Affiliation	Name	Address	State	Established	Total Income
Central	Zeta Tau Alpha Intl Fraternity & Fraternity Housing Corporation	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$18,839,129
Subordinate	Zeta Tau Alpha Fraternity, Group Return	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$42,352,818
Subordinate	Galveston Bay Area Alumnae Chapter	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Theta Phi House Corporation	1101 N Lemon St, Fullerton, CA 92832-1319	CA	1941-05	$0
Subordinate	West Houston Evening Alumnae Chatper	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Abilene Tx	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Ada Oh	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Ada Ok Chapter	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Aggie Zeta Parents Club	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Akron Oh Alumnae Chapter	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Albuquerque Alumnae Chapter	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Alexandria La Alumnae	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Alpha	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Alpha Beta Chapter	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Alpha Chapter - Memphis Tn	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Alpha Chi Chapter	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Alpha Eta	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Alpha Gamma	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Alpha Gamma Chapter	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0
Subordinate	Zeta Tau Alpha Fraternity, Alpha Kappa Chapter	3450 Founders Rd, Indianapolis, IN 46268-1334	IN	1941-05	$0

Number of affiliated organizations
California 1 Indiana 550 Maine 1	Ohio 1 South Carolina 1 Texas 1
Total	555

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