2023-04-05T15:33:01-05:00 2022-05-31 310905417 VONLEHMAN & COMPANY INC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2021-06-01 131832953 ZETA PSI EDUCATIONAL FOUNDATION ZETA 8457351847 15 SOUTH HENRY STREET PEARL RIVER NY 10965 M LAUCK WALTON EXECUTIVE DIRECTOR 8457351847 2023-04-05 1 M LAUCK WALTON 999009999 BRYAN PAUTSCH P00034913 3174690169 2023-04-05 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z M LAUCK WALTON 15 SOUTH HENRY STREET PEARL RIVER NY 10965 2482417 0 X N/A X 1944 NY ZETA PSI EDUCATIONAL FOUNDATION IS A NOT FOR PROFIT CORPORATION ORGANIZED IN 1944. THE FOUNDATION IS GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES WHOSE MISSION IS EDUCATIONAL AND CHARITABLE. THE FOUNDATION IS EXEMPT FROM TAX LIABILITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FUNDRAISING ACTIVITIES INCLUDE PUBLICIZING AND CONDUCTING FUNDRAISING CAMPAIGNS; MAINTAINING DONOR LISTS; CONDUCTING SPECIAL FUNDRAISING EVENTS; AND OTHERS ACTIVITIES INVOLVED WITH SOLICITING CONTRIBUTIONS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS AND OTHERS 15 15 0 50 0 0 452961 1576813 0 0 396795 665173 21524 22273 871280 2264259 256353 215381 0 0 153144 240348 0 0 229635 323144 690854 732641 1146583 138639 1117676 8206510 8285772 47871 165221 8158639 8120551 X ZETA PSI EDUCATIONAL FOUNDATION IS A NOT FOR PROFIT CORPORATION ORGANIZED IN 1944. THE FOUNDATION IS GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES WHOSE MISSION IS EDUCATIONAL AND CHARITABLE. THE FOUNDATION IS EXEMPT FROM TAX LIABILITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FUNDRAISING ACTIVITIES INCLUDE PUBLICIZING AND CONDUCTING FUNDRAISING CAMPAIGNS; MAINTAINING DONOR LISTS; CONDUCTING SPECIAL FUNDRAISING EVENTS; AND OTHERS ACTIVITIES INVOLVED WITH SOLICITING CONTRIBUTIONS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS AND OTHERS 0 0 162000 162000 SCHOLARSHIP PROGRAM- APPLICATIONS RECEIVED WERE REVIEWED & 121 STUDENTS RECEIVED SCHOLARSHIPS. AWARDS WERE PROCESSED RANGING IN SIZE FROM $250 TO $5,000 IN ACCORDANCE WITH THE INTERNAL REVENUE CODE. 425209 53381 LEADERSHIP & EDUCATIONAL PROGRAM CONDUCTED LEADERSHIP TRAINING SEMINARS & REGIONAL CONFERENCES ON CAMPUS AND ONLNE. VISITS BY STAFF ORGANIZED EDUCATION SEMINARS AND ENCOURAGED COMMUNITY SERVICE, WHICH BENEFITTED 700 STUDENTS DIRECTLY. 587209 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 0 0 1 CA 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X LAUCK WALTON 8457351847 15 SOUTH HENRY STREET PEARL RIVER NY 10965 X MAURICE DUCOING PRESIDENT 3.00 X X 0 0 0 JOHN SPOHN VICE PRESIDENT 3.00 X X 0 0 0 AARON RONKSLEY SECRETARY 3.00 X X 0 0 0 SAMUEL THOMPSON TRUSTEE 1.00 X 0 0 0 THOMAS LEAVENS TRUSTEE 1.00 X 0 0 0 LES MANN TRUSTEE 1.00 X 0 0 0 D BOWERS TRUSTEE 1.00 X 0 0 0 GEFFREY VITALE TRUSTEE 1.00 X 0 0 0 DAVID MORRIS TRUSTEE 1.00 X 0 0 0 ANTHONY ABBATE TRUSTEE 1.00 X 0 0 0 ALEXANDER PRUCE TRUSTEE 1.00 X 0 0 0 KEVIN ZIEGLER TRUSTEE 1.00 X 0 0 0 EVAN PRESSMAN TRUSTEE 1.00 X 0 0 0 BRANT DAVIS TRUSTEE 1.00 X 0 0 0 TOM ROERDEN PAST PRESIDENT 1.00 X 0 0 0 M LAUCK WALTON EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 0 1576813 1576813 195753 195753 21600 0 21600 21600 21600 687578 218158 469420 469420 469420 MISC 901101 673 673 673 2264259 0 0 687446 53381 53381 162000 162000 213992 171194 42798 26356 21085 5271 20079 20079 33853 33853 29921 14960 14961 375 187 188 19002 9501 9501 12130 943 11187 34823 26117 8706 9333 2499 6834 11469 3785 7684 FUNDRAISING 227086 227086 BAD DEBT EXPENSE 143377 143377 PUBLICATIONS 62343 62343 LEADERSHIP TRAINING SEM 57806 57806 29257 1408 25300 2549 1146583 587209 329739 229635 136422 51455 28332 34820 531158 1972 212 103317 122810 249903 334449 235825 101529 98624 7269812 6451687 12856 6428 552270 738675 8206510 8285772 47871 165221 47871 165221 X 4243487 4057505 3915152 4063046 8158639 8120551 8206510 8285772 1117676 -1129986 -25778 0 X X 0 1 X 1 0 X 349018 488242 405907 452961 1576813 3272941 349018 488242 405907 452961 1576813 3272941 3272941 133209 149185 149343 112334 195753 739824 18290 19882 20712 21524 22273 102681 4115446 0.79530 X 0.73390 0.23140 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94075 94075 199906 199906 0 17677 13128 4549 22791 22791 0 98624 PAINTING 5000 CASH SURRENDER- LIFE INSURANCE 336719 LOAN FROM ZETA PSI FRATERNITY 396956 738675 X 1108495 -1129986 -1129986 2238481 25778 25778 2264259 1146583 0 1146583 0 1146583 PART X, LINE 2: ZETA PSI EDUCATIONAL FOUNDATION IS A NEW YORK NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATE INCOME PURSUANT TO THE INTERNAL REVENUE CODE. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION RECOGNIZED NO INTEREST OR PENALTIES IN THE STATEMENT OF ACTIVITIES FOR EITHER OF THE YEARS ENDED MAY 31, 2022 OR 2021. IF THE SITUATION AROSE IN WHICH THE FOUNDATION WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL AND STATE STATUTES OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR EITHER OF THE YEARS ENDED MAY 31, 2022 OR 2021. 1 ZETA PSI FRATERNITY INC 15 SOUTH PEARL STREET PEARL RIVER NY 10965 131496630 501(C)(7) 30000 0 EDUCATIONAL GRANTS NYSCDA OF ZETA PSI INC 500 WESTOVER DRIVE SANFORD NC 27330 222534431 501(C)(7) 10000 0 EDUCATIONAL GRANTS ZPAE HOUSING CORP LTD 1521 W PEARSON STREET CHICAGO IL 60642 843508346 501(C)(7) 13381 0 EDUCATIONAL GRANTS 0 3 STUDENT SCHOLARSHIPS 121 162000 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF THE FUNDS TO ENSURE THE GRANTS/SCHOLARSHIPS ARE USED FOR ITS INTENDED PURPOSES. FORM 990, PART VI, SECTION A, LINE 3 M. LAUCK WALTON IS THE EXECUTVIE DIRECTOR AND IS AN EMPLOYEE OF ZETA PSI FRATERNITY. APPROXIMATELY $77,030 OF M. LAUCK'S SALARY IS REIMBURSED BY THE FOUNDATION FOR HIS TIME SPENT WORKING AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B RETURN IS REVIEWED BY THE OFFICERS AND ALL TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION PERIODICALLY REVIEWS ITS CONFLICT OF INTEREST POLICY AND RELATED INFORMATION. IF A TRUSTEE HAS A CONFLICT, THE TRUSTEE CANNOT VOTE ON THE ISSUE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.