OX PSI CHAPTER FOUNDATION INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
OX PSI CHAPTER FOUNDATION INC (EIN 46-2415650)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-28
IRS object ID
202103019349200820
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-28T11:23:48-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1777 E WISCONSIN AVENUE 32ND FLOORAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462415650EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OX PSI CHAPTER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOXPSBusinessNameControlTxt
Phone6082518777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11202 REGENT STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53715ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD ZIMMERMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6082518777PhoneNum
Signature2021-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGERALDPersonFirstNm
Person LastZIMMERMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTROY MARINE CPAPreparerPersonNm
PTINP00187863PTIN
Phone4147775500PhoneNum
Preparation2021-10-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$3,815GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$3,815ContributionsGiftsGrantsEtcAmt
Total Revenue$3,815TotalRevenueAmt
Other Expenses Total$30OtherExpensesTotalAmt
Total Expenses$30TotalExpensesAmt
Excess Or Deficit For Year$3,785ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$64,386NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$68,171NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$64,386BOYAmt
EOY$68,171EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,386BOYAmt
EOY$68,171EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$64,386BOYAmt
EOY$68,171EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeOX PSI CHAPTER FOUNDATION, INC. HAS BEEN FORMED TO ADVANCE EDUCATION, AND TO PROVIDE RELIEF TO THE POOR, DISTRESSED AND UNDERPRIVILEGED.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
RAISE AND EXPEND FUNDS ASSOCIATED WITH THE EDUCATIONAL SPACE/AREAS WITHIN THE OX PSI CHAPTER HOUSE ADVANCING THE EDUCATIONAL PURPOSE OF THE FOUNDATION$0$0
EDUCATIONAL SCHOLARSHIPS$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD L ZIMMERMAN JR
PRESIDENT1.00$0$0$0
WILLIAM S GRIFFIN
SECRETARY1.00$0$0$0
JEFF ADAMS
TREASURER1.00$0$0$0
JON GRAAN
VICE PRESIDENT1.00$0$0$0
DAVID KIM
MEMBER AT LARGE1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFF ADAMSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11202 REGENT STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53715ZIPCd
FieldValueIRS element (for citing)
Phone6082518777PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,212CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,755CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,066CurrentTaxYearMinus1YearAmt
Current Tax Year$3,815CurrentTaxYearAmt
Total$159,881TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,212CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,755CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,066CurrentTaxYearMinus1YearAmt
Current Tax Year$3,815CurrentTaxYearAmt
Total$159,881TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$124,672SubstantialContributorsTotAmt
Public Support Total170$35,209PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$69CurrentTaxYearMinus4YearsAmt
Total$69TotalAmt
FieldValueIRS element (for citing)
Total Support$159,950TotalSupportAmt
Public Support CY1700.22010PublicSupportCY170Pct
Public Support PY1700.27530PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestFOR THE FISCAL YEAR ENDED DECEMBER 31, 2020, THE OX PSI CHAPTER FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER REGULATION SECTION 1.170A-9(F)(3), THE FACTS AND CIRCUMSTANCES TEST,WHICH IDENTIFIES THE FOLLOWING RELEVANT FACTORS THAT ARE APPLICABLE:1. TEN PERCENT SUPPORT LIMITATION: THE TOTAL AMOUNT OF PUBLIC SUPPORTNORMALLY RECEIVED EQUALS AT LEAST 10 PERCENT OF THE TOTAL SUPPORTNORMALLY RECEIVED AND IS OVER 20%.2. ATTRACTION OF PUBLIC SUPPORT: THE FOUNDATION IS ORGANIZED ANDOPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON ACONTINUOUS BASIS ON THE GROUNDS THAT IT MAINTAINS A CONTINUOUS AND BONAFIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. 3. ALTHOUGH THE CONTRIBUTIONS RECEIVED FROM DAVID KIM DO NOTCONSTITUTE "UNUSUAL GRANTS" UNDER REG. SECTION 1.509(A)-3(C)(3),REMOVING THIS AMOUNT FROM THE ORGANIZATION'S NUMERATOR AND DENOMINATOROF CONTRIBUTIONS EACH YEAR WOULD RESULT IN WELL OVER 33 1/3% OF ITSCONTRIBUTIONS DEEMED RECEIVED FROM THE PUBLIC.4. IN ADDITION, UNDER REGULATION SECTION 1.170A-9(F)(3)(III)(D)(3)(II),THE ORGANIZATION'S MISSION STATEMENT PROVIDES THAT THE ORGANIZATIONEDUCATE, ENGAGE, EQUIP AND EMPOWER STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN - MADISON.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESFormAndLineReferenceDesc
ExplanationDESCRIPTION: BANK FEES. AMOUNT: 30.ExplanationTxt

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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