2025-06-16T07:31:15-05:00 2024-07-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2023-08-01 136132602 ZBT NATIONAL HOUSING INC ZBTN 3173341898 1320 CITY CENTER DRIVE SUITE 225 CARMEL IN 46032 AMANDA ANDERT EXECUTIVE DIRECTOR 3173341898 2025-06-13 1 0 CASSE TATE P01271193 3175802000 2025-06-13 2023 2025-03-06 01:10:19Z CLIFF SCHNEIDER 1320 CITY CENTER DRIVE SUITE 225 CARMEL IN 46032 1141442 0 0158 X WWW.ZBTHOUSING.ORG X 1939 NY TO RAISE FUNDS TO LOAN TO FRATERNITY CHAPTERS AND HOLD TITLE TO CHAPTER HOUSING PROPERTY. 9 9 4 10 87706 19900 0 0 130714 1087438 8113 15413 0 0 138827 1102851 0 0 0 0 25923 257774 0 0 0 163162 1008739 189085 1266513 -50258 -163662 5537628 5563302 2704565 2856603 2833063 2706699 TO RAISE FUNDS TO LOAN TO FRATERNITY CHAPTERS AND HOLD TITLE TO CHAPTER HOUSING PROPERTY. 0 0 TO PROVIDE FRATERNITY LOANS TO PROVIDE CHAPTER HOUSING 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 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 1 0 0 1 27 0 1 4 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X AMANDA ANDERT 3173341898 1320 CITY CENTER DRIVE SUITE 225 CARMEL IN 46032 CLIFF SCHNEIDER PRESIDENT 1.00 X X 0 0 0 JOEL EPSTEIN VICE PRESIDENT 1.00 X X 0 0 0 BRIAN KUSHNER TREASURER 1.00 X X 0 0 0 ROBERT AUGUSTIN SECRETARY 1.00 X X 0 0 0 MYLES BECK DIRECTOR 1.00 X 0 0 0 JEFFREY LEVIEN DIRECTOR 1.00 X 0 0 0 BRANDSON KEENE DIRECTOR 1.00 X 0 0 0 CRAIG J WILD CPA EX-OFFICIO DIRECTOR 1.00 X 0 0 0 JONATHAN FRIEDEN EX-OFFICIO DIRECTOR 1.00 X 0 0 0 ALLEN KUMETZ DIRECTOR UNTIL JUNE 2024 1.00 X 0 0 0 MICHAEL WEINER DIRECTOR UNITL JUNE 2024 1.00 X 0 0 0 AMANDA ANDERT DIRECTOR OF OPERATIONS 40.00 X 106268 0 10655 106268 0 10655 1 0 0 0 0 HOUSING RENTAL INCOME 531110 841898 754192 87706 RENTAL INCOME FROM EQU 531110 153266 153266 FACILITY FEES 531110 73723 73723 18551 18551 1087438 54004 54004 38591 -38591 -38591 -38591 1102851 961141 87706 54004 133061 39547 30044 55122 35716 1563 60709 36013 260217 22981 130062 223650 48763 REPAIRS AND MAINTANENCE 186365 CONTRACT SERVICES 2700 1266513 621875 255466 560103 713764 70455 159713 206935 86334 10684 10609 5935512 2229141 3880451 3706371 115403 125922 71722 212988 0 292135 5537628 5563302 42220 64812 82614 91150 21938 21938 2123436 2035112 434357 643591 2704565 2856603 X 2833063 2706699 2833063 2706699 5537628 5563302 -163662 3497 33801 0 X X 0 1 X 1 0 0 1 X 820260 820260 4987287 2157476 2829811 127965 71665 56300 3706371 OPERATING LEASE RIGHT-OF-USE ASSET 292135 292135 FUNDS HELD FOR DEACTIVATED CHAPTERS 192625 SECURITY DEPOSIT LIABILITY 112199 RELATED PARTY PAYABLE 36853 OPERATING LEASE LIABILITY 301914 643591 X 1106348 3497 3497 1102851 0 1102851 1266513 0 1266513 0 1266513 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS A CUSTODIAL ARRANGEMENT FOR FUNDS OF A CHAPTER TO BE HELD AND DISBURSED FOR APPROVED EXPENDITURES. PART X, LINE 2: NHC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE (IRC). MICHIGAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(7) OF THE IRC. ALPHA OMEGA, ALPHA ZETA, AND MANAGER ARE TREATED AS DISREGARDED ENTITIES FOR FEDERAL AND STATE INCOME TAX PURPOSES. THE ENTITIES ARE SUBJECT TO TAX ON INCOME UNRELATED TO THEIR TAX-EXEMPT PURPOSE UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THE UNRELATED BUSINESS INCOME TAX FOR THE YEAR ENDED JULY 31, 2024, AND FOR THE PERIOD ENDED JULY 31, 2023, WAS INSIGNIFICANT TO THE 2024 AND 2023 COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION FILES U.S. FEDERAL INFORMATION AND TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED MAY 31, 2021. MANAGEMENT BELIEVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERSHIP CONSISTS OF CERTAIN MEMBERS OF THE SUPREME COUNCIL OF THE ZETA BETA TAU FRATERNITY, THE IMMEDIATE PAST NATIONAL PRESIDENT, AND PERSONS WHO HAVE ATTAINED CERTAIN CONTRIBUTION LEVELS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE DIRECTORS OF THE ORGANIZATION AT THE ANNUAL MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WILL REVIEW A COPY OF FORM 900 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS SIGNED AND SUBMITTED ANNUALLY BY BOARD MEMBERS. ANY CONFLICTS ARE ADDRESSED ON A CASE-BY-CASE BASIS AND ARE PROMPTLY RESOLVED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS ANNUAL FORM(S) 990 AND 990-T (IF APPLICABLE) AND ITS FORM 1024 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C EXPLANATION THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT PROCESS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE TO THE AUDIT OVERSIGHT PROCESS. ZBT NH MANAGER LLC 1320 CITY CENTER DRIVE 225 CARMEL IN 46032 881356976 TO MANAGE REAL ESTATE PROPERTIES IN 0 0 ZBT NATIONAL HOUSING INC ZBTNH ALPHA OMEGA LLC 1320 CITY CENTER DRIVE 225 CARMEL IN 46032 136132602 TO PROVIDE HOUSING FOR MEMBERS OF THE ZBT FRATERNITY FL 0 0 ZBT NATIONAL HOUSING INC ZBTNH ALPHA ZETA LLC 1320 CITY CENTER DRIVE 225 CARMEL IN 46032 861396918 TO PROVIDE HOUSING FOR MEMBERS OF THE ZBT FRATERNITY FL 0 0 ZBT NATIONAL HOUSING INC MICHIGAN ZBT ASSOCIATION INC 1320 CITY CENTER DRIVE 225 CARMEL IN 46032 382558552 TO PROVIDE HOUSING FOR MEMBERS OF THE MICHIGAN CHAPTER OF ZBT FRATERNITY. MI 501(C)(7) N/A 0 SIGMA FOUNDATION OF ZETA BETA TAU INC 1320 CITY CENTER DRIVE 225 CARMEL IN 46032 465703865 TO PROVIDE HOUSING FOR MEMBERS OF THE TULANE CHAPTER OF ZBT FRATERNITY. LA 501(C)(7) N/A 0 ZBT USC LLC 1320 CITY CENTER DRIVE 225 CARMEL IN 46032 851092321 RENTAL REAL ESTATE CA N/A RELATED 153266 212988 0 0 0.14040 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 SCHEDULE R, PART I AND PART III ZBT NH MANAGER, LLC IS A DISREGARDED SINGLE MEMBER LLC OF ZBT NATIONAL HOUSING, INC. AND IS REPORTED IN PART I. ZBT NH MANAGER, LLC IS THE PARTNER THAT OWNS UNITS OF THE RELATED PARTNERSHIP REPORTED IN PART III, ZBT USC, LLC.