2024-03-05T15:18:58-06:00 2023-06-30 941585562 PISENTI & BRINKER LLP 201 FIRST STREET SUITE 208 PETALUMA CA 94952 990 2022-07-01 946085814 ZETA PSI ALUMNI ASSOCIATION ZETA 4159995769 PO BOX 746 ROSS CA 94957 BAIRD CONNER PRESIDENT-SECRETARY 5105265181 2024-02-28 1 BAIRD CONNER XXX-XX-XXXX 1 ALICIA CERRUTI P01247967 7077629900 2024-02-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BAIRD CONNER PO BOX 746 ROSS CA 94957 389949 0 X N/A X 1951 CA TO ORGANIZE AND SUPPORT THE ACTIVITIES OF THE IOTA CHAPTER OF THE ZETA PSI FRATERNITY AT UNIVERSITY OF CALIFORNIA, BERKELEY. 5 5 0 5 0 0 2460 0 405347 389918 3 31 0 0 407810 389949 0 0 20697 20835 0 0 0 0 0 357418 354751 378115 375586 29695 14363 960745 929697 341601 296190 619144 633507 TO ORGANIZE AND SUPPORT THE ACTIVITIES OF THE IOTA CHAPTER OF THE ZETA PSI FRATERNITY AT UNIVERSITY OF CALIFORNIA, BERKELEY. 0 0 TO PROVIDE FURNISHED COLLEGE STUDENT HOUSING FOR MEMBERS OF THE IOTA CHAPTER OF ZETA PSI FRATERNITY. TO ASSIST ACTIVE MEMBERS WITH MANAGEMENT OF THE CHAPTER THROUGH RECRUITING EFFORTS (INCLUDING EVENT SUPPORT AND MAILINGS) AND GENERAL MANAGEMENT (INCLUDING PREPARATION OF BUDGETS AND REPAIRS, MAINTENANCE AND GENERAL OPERATIONS AT THE CHAPTER HOUSE). 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X S&T FRATERNITY MANAGEMENT 9252177772 PO BOX 6688 MORAGA CA 945706688 X BAIRD CONNER PRESIDENT-SECRETARY 1.00 X X 0 0 0 JOHN KELLY MEMBER-AT-LARGE 1.00 X 0 0 0 ATTICUS HONORE MEMBER-AT-LARGE 1.00 X 0 0 0 CHANDLER KOWTKO MEMBER-AT-LARGE 1.00 X 0 0 0 BRIAN CHASKES MEMBER-AT-LARGE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 FRATERNITY HOUSING REN 531110 389918 389918 389918 31 31 389949 389918 0 31 20835 28307 8643 26323 198512 10550 30541 18026 NATIONAL DUES 23147 MEALS 7071 MISCELLANEOUS 3631 375586 107126 108843 32808 25933 51661 52862 1815297 1076006 766237 739291 2913 2768 960745 929697 244274 203694 97327 92496 341601 296190 X 0 0 0 0 619144 633507 619144 633507 960745 929697 14363 0 X 0 0 0 81000 81000 284369 284369 0 1354305 696087 658218 95623 95550 73 739291 SECURITY DEPOSITS 17496 DUE TO IOTA 75000 92496 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION ZETA PSI ALUMNI ASSOCIATION PO BOX 746 ROSS, CA 94957 EMPLOYER IDENTIFICATION NUMBER: 94-6085814 FOR THE YEAR ENDING JUNE 30, 2023 ZETA PSI ALUMNI ASSOCIATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION A, LINE 6 THE ZETA PSI ALUMNI ASSOCIATION IS COMPRISED OF INDIVIDUAL MEMBERS WHO GRADUATED FROM THE UNIVERSITY OF CALIFORNIA AT BERKELEY AND HAD BEEN MEMBERS OF THE ZETA PSI FRATERNITY DURING THEIR TIME IN COLLEGE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS RELY ON THE PRESIDENT AND THE BOARD TO RUN THE OPERATIONS AND DAILY ACTIVITIES OF THE ASSOCIATION. ON OCCASION, SOME DECISIONS MUST BE RATIFIED BY THE MEMBERSHIP AS A WHOLE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE PREPARATION OF THE FORM 990 PRIOR TO ITS SUBMISSION TO THE TAX AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. HENRY W SABIN - ZETA PSI SCHOLARSHIP FUND 2959 LAKE STREET SAN FRANCISCO CA 94121 237418818 SCHOLARSHIP GRANTS TO THE UNDERGRADS ATTENDING THE UNIV. OF CA, BERKELEY CA 501(C)(3) 170(B)(1)(A)(IV) N/A 0 IOTA FOUNDATION 201 1ST STREET SUITE 208 PETALUMA CA 94952 201194576 SUPPORT EDUCATIONAL/CHARITABLE PRGMS OF IOTA CHAPTER OF ZETA PSI FRATERNITY CA 501(C)(3) 170(B)(1)(A)(VI) 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IOTA FOUNDATION D 75000 PREVIOUS AND CURRENT DEPOSITS