2026-04-13T14:21:57-05:00 2025-05-31 273858252 DEAN DORTON ALLEN FORD PLLC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2024-06-01 131832953 ZETA PSI EDUCATIONAL FOUNDATION ZETA 8457351847 15 SOUTH HENRY STREET PEARL RIVER NY 10965 SPENCER LONG CHIEF EXECUTIVE OFFICER 8457351847 2026-04-10 1 0 BRYAN PAUTSCH P00034913 3174690169 2026-04-10 2024 2025-03-06 01:10:19Z SPENCER LONG 15 SOUTH HENRY STREET PEARL RIVER NY 10965 3566074 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 1507591 1735811 0 0 370905 424949 22295 22047 1900791 2182807 398965 538462 0 0 0 0 0 0 128414 950546 1072528 1349511 1610990 551280 571817 8853287 9688238 82150 90263 8771137 9597975 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 151783 151783 SCHOLARSHIP PROGRAM- APPLICATIONS RECEIVED WERE REVIEWED & 255 STUDENTS RECEIVED SCHOLARSHIPS. AWARDS WERE PROCESSED RANGING IN SIZE FROM $250 TO $10,000 IN ACCORDANCE WITH THE INTERNAL REVENUE CODE. 842719 386679 LEADERSHIP & EDUCATIONAL PROGRAM CONDUCTED LEADERSHIP TRAINING SEMINARS & REGIONAL CONFERENCES ON CAMPUS AND ONLINE. VISITS BY STAFF ORGANIZED EDUCATION SEMINARS AND ENCOURAGED COMMUNITY SERVICE, WHICH BENEFITTED 1,950 STUDENTS DIRECTLY. 994502 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 13 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 SPENCER LONG 8454742625 15 SOUTH HENRY STREET PEARL RIVER NY 10965 X WILL WOLDENBERG PRESIDENT 5.00 X X 0 0 0 DYLAN THOMAS VICE PRESIDENT 3.00 X X 0 0 0 AARON RONKSLEY SECRETARY 5.00 X X 0 0 0 EVAN PRESSMAN TREASURER 5.00 X X 0 0 0 ANTHONY ABBATE TRUSTEE 2.00 X 0 0 0 STAN GORSKI TRUSTEE 2.00 X 0 0 0 BRANT DAVIS TRUSTEE 2.00 X 0 0 0 THOMAS LEAVENS TRUSTEE 2.00 X 0 0 0 RON CASS TRUSTEE 2.00 X 0 0 0 DAVID MORRIS TRUSTEE 2.00 X 0 0 0 BO THOMPSON TRUSTEE 2.00 X 0 0 0 GEFFREY VITALE TRUSTEE 2.00 X 0 0 0 KEVIN ZIEGLER TRUSTEE 2.00 X 0 0 0 TOM ROERDEN TRUSTEE 2.00 X 0 0 0 WILL WRIGHT TRUSTEE 2.00 X 0 0 0 M LAUCK WALTON EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 1735811 1735811 57797 57797 22800 0 22800 22800 22800 1750419 1383267 367152 367152 367152 MISC 900099 -753 -753 -753 2182807 0 0 446996 X 386679 386679 151783 151783 16252 16252 59379 59379 39129 39129 91484 45742 45742 30 15 15 109834 54917 54917 8151 6113 2038 21304 7030 14274 SALARIES ALLOCATED FROM 314971 251977 62994 FUNDRAISING 125662 125662 MISC 61448 61448 CREDIT LOSS EXPENSE 55891 55891 168993 90246 75995 2752 1610990 994502 488074 128414 2104 175970 26338 32022 688459 518549 198410 310610 41820 0 364699 270624 94075 94075 6507344 7268965 1294737 1288047 8853287 9688238 82150 90263 82150 90263 X 3984473 9597975 4786664 0 8771137 9597975 8853287 9688238 571817 255021 0 X 0 1 X 1 0 X 452961 1576813 1048593 757591 603854 4439812 452961 1576813 1048593 757591 603854 4439812 327074 4112738 112334 195753 180602 199297 80597 768583 21524 22273 2767 -753 45811 5254206 0.78280 0.77440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 21,524. 2021 AMOUNT: $ 22,273. 2022 AMOUNT: $ 2,767. 2024 AMOUNT: $ -753. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 01/01/24 AMOUNT: 750000. DESCRIPTION: CASH DATE: 10/01/24 AMOUNT: 1131957. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94075 94075 199906 199906 0 17677 17677 0 22791 22791 0 30250 30250 0 94075 OTHER ASSETS 5000 CASH SURRENDER- LIFE INSURANCE 361178 LOAN FROM ZETA PSI FRATERNITY 921869 1288047 X 2398699 255021 255021 2143678 39129 39129 2182807 1571861 0 1571861 39129 39129 1610990 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 RELATED 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 STATEMENTS OF ACTIVITIES FOR EITHER OF THE YEARS ENDED MAY 31, 2025 OR 2024. 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, 2025 OR 2024. 1 ZETA PSI FRATERNITY INC 15 S HENRY STREET PEARL RIVER NY 10965 131496630 501(C)(7) 383178 0 EDUCATIONAL GRANTS 0 1 STUDENT SCHOLARSHIPS 255 151783 PART I, LINE 2: THE FOUNDATION WORKS WITH EXTERNAL COUNSEL TO REVIEW AND TO ENSURE MONITORING OF GRANTS AWARDED. FORM 990, PART VI, SECTION A, LINE 3 M LAUCK WALTON IS THE EXECUTIVE DIRECTOR AND IS AN EMPLOYEE OF ZETA PSI FRATERNITY. APPROXIMATELY $118,435 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 IX, LINE 24E PAYROLL TAX ALLOCATED FROM THE FRATERNITY: PROGRAM SERVICE EXPENSES 36,456. MANAGEMENT AND GENERAL EXPENSES 9,114. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,570. PUBLICATIONS: PROGRAM SERVICE EXPENSES 35,080. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,080. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 9,418. MANAGEMENT AND GENERAL EXPENSES 19,121. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,539. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,503. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,503. BOARD OF TRUSTEE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,703. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,703. LEADERSHIP TRAINING SEMINARS: PROGRAM SERVICE EXPENSES 8,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,500. UTILITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,155. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,607. FUNDRAISING EXPENSES 2,752. TOTAL EXPENSES 6,359. TELEPHONE: PROGRAM SERVICE EXPENSES 792. MANAGEMENT AND GENERAL EXPENSES 792. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,584.