OX PSI CHAPTER FOUNDATION INC: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
OX PSI CHAPTER FOUNDATION INC (EIN 46-2415650)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-13
IRS object ID
201713179349203496
Schema version
2016v3.0
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)
Return2017-11-13T17:32:52-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Tilly Virchow Krause 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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTroy Marine CPAPreparerPersonNm
PTINP00187863PTIN
Phone4147775500PhoneNum
Preparation2017-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.122.82.115IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-13IPDt
IP Tm16:52:26IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdFC291E00EDC6CE15C22AD045E9D90E0D24B72456AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Gross Receipts$96,428GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$90,212ContributionsGiftsGrantsEtcAmt
Investment Income$69InvestmentIncomeAmt
Sale Of Assets Gross$6,147SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$6,524CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$377GainOrLossFromSaleOfAssetsAmt
Total Revenue$89,904TotalRevenueAmt
Grants And Similar Amounts Paid$16,000GrantsAndSimilarAmountsPaidAmt
Occupancy Rent Utlts And Maint$23,414OccupancyRentUtltsAndMaintAmt
Other Expenses Total$44,060OtherExpensesTotalAmt
Total Expenses$83,474TotalExpensesAmt
Excess Or Deficit For Year$6,430ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$30,133NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$36,563NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$30,133BOYAmt
EOY$36,563EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,133BOYAmt
EOY$36,563EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$30,133BOYAmt
EOY$36,563EOYAmt
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$67,414
Educational scholarships$16,000$16,000
FieldValueIRS element (for citing)
Total Program Service Expenses$83,414TotalProgramServiceExpensesAmt

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
Timothy P Dwyer
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 Line1Timothy P DwyerBusinessNameLine1Txt

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 Minus2 Years$73,916CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,865CurrentTaxYearMinus1YearAmt
Current Tax Year$90,212CurrentTaxYearAmt
Total$216,993TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$73,916CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,865CurrentTaxYearMinus1YearAmt
Current Tax Year$90,212CurrentTaxYearAmt
Total$216,993TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$110,898SubstantialContributorsTotAmt
Public Support Total170$106,095PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$69CurrentTaxYearAmt
Total$69TotalAmt
FieldValueIRS element (for citing)
Total Support$217,062TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment IncomeDescription: investment income. Amount: 69.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Educational expenses. Amount: 44,000. Description: bank fees. Amount: 45. Description: misc expense. Amount: 15. Total to Form 990-EZ, line 16: 44,060.

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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