2024-05-15T13:05:25-05:00 2023-06-30 363168081 SIKICH LLC 8555 N RIVER RD 300 INDIANAPOLIS IN 46240 990 2022-07-01 352074015 PSI UPSILON FRATERNITY PSIU 3175711833 1389 W 86TH STREET 345 INDIANAPOLIS IN 46260 THOMAS J FOX EXECUTIVE DIRECTOR 3175711833 2024-05-15 1 THOMAS FOX 999009999 0 BRIDGETTE MUGGE P00671418 3178424466 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS J FOX 1389 W 86TH STREET 345 INDIANAPOLIS IN 46260 671865 0 X WWW.PSIU.ORG X 1833 IN TO DEVELOP LEADERSHIP, INTELLECTUAL, SOCIAL CONDUCT, AND SERVICE SKILLS FOR ITS MEMBERS. 15 15 2 50 15457 0 79682 72095 513554 584313 26 340 16613 15117 609875 671865 0 0 0 0 244835 307760 0 0 0 322500 436647 567335 744407 42540 -72542 375853 280717 50470 28826 325383 251891 X TO PROVIDE ITS MEMBERS WITH THE OPPORTUNITY TO DEVELOP SKILLS PERTAINING TO MORAL LEADERSHIP, INTELLECTUAL ENGAGEMENT, RESPONSIBLE SOCIAL CONDUCT, AND SERVICE TO SOCIETY. IN ADDITION, FOSTERING A SAFE ENVIRONMENT FOR OUR MEMBERS AND ENCOURAGING THEM TO BUILD LIFELONG FRIENDSHIPS. 0 0 CHAPTER LEADERSHIP PROGRAMSTAFF VISIT MOST CAMPUSES AT LEAST ONCE A YEAR. THE PURPOSE OF THE VISIT IS TO INSPIRE, INSTRUCT, AND INSPECT THE CHAPTER AND ENCOURAGE BEST PRACTICES FOR THE CHAPTER. IN ADDITION, EACH NEW MEMBER IS REQUIRED TO COMPLETE ONLINE TRAINING FOCUSED ON FACING THE CHALLENGES OF HAZING, SUBSTANCE ABUSE, AND ARCHONS ACADEMY HEALTHY RELATIONSHIPS. ONLINE RESOURCES AND OFFICER MANUAL ARE MADE AVAILABLE THROUGH THE PSI UPSILON WEBSITE. IN ADDITION EACH CHAPTER IS ASSIGNED A STAFF MEMBER AND THAT STAFF MEMBER HAS REGULAR ZOOM MEETINGS TO DISCUSS CHAPTER PERFORMANCE AND OFFER ADVICE AND SUPPORT AS REQUESTED BY THE OFFICERS OF THE CHAPTER. ARCHONS ACADEMYTHE PRESIDENT OR ANOTHER OFFICER OF EVERY ACTIVE CHAPTER IS EXPECTED TO ATTEND AN ANNUAL ARCHONS ACADEMY. IN 2023, THE ARCHONS ACADEMY WAS HELD JANUARY 6TH-8TH AND FOCUSED ON EFFECTIVE CHAPTER MANAGEMENT, ADDRESSING CONFLICT BETWEEN MEMBERS, MEMBER SAFETY AND HEALTH, OUR HISTORY AND MISSION, AND INCLUDED TEAM BUILDING AND LEADERSHIP BUILDING ACTIVITIES. LEADERSHIP INSTITUTEOUR LEADERSHIP INSTITUTE OCCURRED JULY 21-25TH IN WASHINGTON DC. EACH CHAPTER IS EXPECTED TO SEND 2 UNDERGRADUATE AND ONE ALUM MEMBER. DURING THE WEEKEND WE HELD A NUMBER OF BOTH LARGE GROUP AND SMALL GROUP EDUCATIONAL SESSIONS, TOPICS INCLUDED: DIVERSITY AND INCLUSION, ETHICAL LEADERSHIP, PARTNERING WITH CAMPUSES, NEW MEMBER EDUCATION, MENTAL WELLNESS, SERVING AS A MENTOR AND MORE. WE ALSO SPENT TIME REVIEWING OUR RISK MANAGEMENT POLICIES AND BEST PRACTICES TO STAY IN COMPLIANCE WITH THEM. 0 1 0 0 0 0 0 0 0 1 0 0 1 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 0 0 2 1 1 1 0 0 0 1 1 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 1 0 1 1 1 1 1 1 1 0 0 IN X THOMAS J FOX 3175711833 1389 W 86TH STREET 345 INDIANAPOLIS IN 46260 JEREMY MCKEON PRESIDENT 2.00 X X 0 0 0 JAMES PLATNER VICE PRESIDENT 2.00 X X 0 0 0 DAVID HOLLIS SECRETARY 2.00 X X 0 0 0 TIMOTHY ZEPP TREASURER 2.00 X X 0 0 0 STEVE MALINSKI ALUMNI TERM MEMBER 2.00 X 0 0 0 MADISON TURKETTE ALUMNI TERM MEMBER 2.00 X 0 0 0 JON SZYNKOWSKI ALUMNI TERM MEMBER 2.00 X 0 0 0 LANCE MILLER ALUMNI TERM MEMBER 2.00 X 0 0 0 MARK D BAUER PAST PRESIDENT 2.00 X 0 0 0 DAVID A B BROWN PAST PRESIDENT 2.00 X 0 0 0 CHARLES M HALL PAST PRESIDENT 2.00 X 0 0 0 THOMAS T ALLAN IV PAST PRESIDENT 2.00 X 0 0 0 JAMES A SWANKE JR PAST PRESIDENT 2.00 X 0 0 0 RICHARD RASMUSSEN PAST PRESIDENT 2.00 X 0 0 0 EVAN TERRY PAST PRESIDENT 2.00 X 0 0 0 THOMAS J FOX EXECUTIVE DIRECTOR 40.00 X 90000 0 18299 90000 0 18299 0 0 0 0 0 42000 30095 72095 ASSESSMENT INCOME 900099 331060 331060 RISK MANAGEMENT INCOME 900099 216946 216946 CONFERENCES 900099 33410 33410 OTHER 900099 2897 2897 584313 340 340 15117 15117 671865 584313 15457 0 108299 154918 33048 11495 6733 36015 21092 12250 16949 85983 198811 LEADERSHIP DEVELOPMENT 46189 MEMBERSHIPS 8563 BANK FEES 2343 MISCELLANEOUS 1719 744407 87252 74460 50021 25032 98223 64304 23612 0 21284 21284 0 0 116745 116921 375853 280717 14415 3826 11055 0 25000 25000 50470 28826 X 325383 251891 325383 251891 375853 280717 -72542 -950 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21284 21284 0 0 CASH HELD FOR RISK RETENTION 76705 INSURANCE CAPITALIZATION 35908 SECURITY DEPOSIT 4308 116921 RESERVE FOR INSURANCE CLAIMS 25000 25000 FORM 990, PART VI, SECTION A, LINE 6 THE FRATERNITY HAS MEMBER CHAPTERS. FORM 990, PART VI, SECTION A, LINE 7A THE FRATERNITY'S MEMBER CHAPTERS ELECT DELEGATES. THESE DELEGATES THEN REPRESENT THE CHAPTER AT THE ANNUAL CONVENTION WHERE THE DELEGATES ELECT THE BOARD OF THE FRATERNITY. FORM 990, PART VI, SECTION B, LINE 10B THE FRATERNITY HAS INDIVIDUAL CHAPTERS NATIONWIDE. THE FRATERNITY'S ROLE IS TO GUIDE THESE CHAPTERS WITH RESOURCES AND BEST PRACTICES AND NOT TO INDEPENDENTLY AND INDIVIDUALLY SUPERVISE THESE CHAPTERS. FORM 990, PART VI, SECTION B, LINE 11B PSI UPSILON FRATERNITY'S FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR, BOARD TREASURER AND THE BOARD OF DIRECTORS PRIOR TO FINALIZING AND FILING THESE TAX RETURNS WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PSI UPSILON FRATERNITY ANNUALLY REQUESTS EACH OFFICER AND MEMBER OF THE BOARD OF DIRECTORS TO COMPLETE A CONFLICT OF INTEREST POLICY QUESTIONNAIRE. THE POLICY INCLUDES STATEMENTS REGARDING OTHER EMPLOYMENT, BEING RELATED TO ANYONE ON THE BOARD AND ANY OTHER ITEMS THAT MAY CREATE AN APPEARANCE OF A POTENTIAL INDEPEDENCE ISSUE. THE IDENTIFICATION, EVALUATION AND RESOLUTION OF THOSE ISSUES ARE DISCUSSED WITH THE APPROPRIATE LEVEL OF MANGEMENT OR MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A PSI UPSILON FRATERNITY'S BOARD OF DIRECTORS DETERMINES AND SETS EXECUTIVE DIRECTOR COMPENSATION LEVELS WHICH ARE BASED ON PERIODIC THOROUGH REVIEWS OF ALL RELATED ISSUES, SALARY SURVEYS, CONSULATION WITH INDEPENDENT PERSONS, REVIEW OF COMPARABLE DATE AND DELIBERATION. FORM 990, PART VI, SECTION C, LINE 19 PSI UPSILON FRATERNITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC BY APPOINTMENT WITH THE EXECUTIVE DIRECTOR. THE PSI UPSILON FOUNDATION INC 8250 HAVERSTICK ROAD STE 250 INDIANAPOLIS IN 46240 056013135 ED. PROG. IN 501(C)(3) LINE 7 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0