2025-04-11T17:38:32-05:00 2024-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 810 WRIGHTS SUMMIT PARKWAY SUITE 300 FORT WRIGHT KY 41011 990 2023-07-01 352074015 PSI UPSILON FRATERNITY PSIU 3175711833 1389 W 86TH STREET 345 INDIANAPOLIS IN 46260 THOMAS J FOX EXECUTIVE DIRECTOR 3175711833 2025-04-11 1 0 BRYAN PAUTSCH P00034913 8593313300 2025-04-11 2023 2025-03-06 01:10:19Z THOMAS J FOX 1389 W 86TH STREET 345 INDIANAPOLIS IN 46260 644093 0 X WWW.PSIU.ORG X 1833 IN TO DEVELOP LEADERSHIP, INTELLECTUAL, SOCIAL CONDUCT, AND SERVICE SKILLS FOR ITS MEMBERS. 15 15 2 50 7863 0 72095 60782 584313 575448 340 356 15117 7507 671865 644093 0 0 0 0 307760 288720 0 0 0 436647 380254 744407 668974 -72542 -24881 280717 262443 28826 35433 251891 227010 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 PROGRAM STAFF SUPPORT CHAPTERS WITH IN-PERSON AND ONLINE COACHING MEETINGS. THE PURPOSE OF THE MEETINGS ARE TO INSPIRE, ADVISE, AND REVIEW THE CHAPTER AND ENCOURAGE BEST PRACTICES FOR THE CHAPTER. IN ADDITION, EACH NEW MEMBER IS INSTRUCTED TO COMPLETE ONLINE TRAINING FOCUSED ON FACING THE CHALLENGES OF HAZING, SUBSTANCE ABUSE, AND HEALTHY RELATIONSHIPS. ONLINE RESOURCES AND OFFICER MANUALS 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 2024, THE ARCHONS ACADEMY WAS HELD JANUARY 5TH-7TH 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 28TH-31ST IN ATLANTA, GA. 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, INCLUDING A REVIEW OF OUR RISK MANAGEMENT POLICY, RECRUITMENT TRENDS, SITUATIONAL LEADERSHIP AND TEAMBUILDING ACTIVITIES WITH A PROFESSIONAL SPEAKER. 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 AB 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 20300 90000 0 20300 0 0 0 0 0 42000 18782 60782 ASSESSMENT INCOME 900099 310771 310771 RISK MANAGMENT INCOME 900099 217176 217176 CONFERENCES 900099 25535 25535 OTHER 900099 21966 21966 575448 356 356 7507 7507 644093 575448 7863 0 110300 123425 43754 11241 1267 13134 8014 14924 18249 48363 193888 CHAPTER SERVICES 68460 MISCELLANEOUS 8167 MEMBERSHIPS 5788 668974 74460 64111 25032 103419 64304 54697 21284 21284 0 0 116921 40216 280717 262443 3826 10433 25000 25000 28826 35433 X 251891 227010 251891 227010 280717 262443 -24881 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21284 21284 0 0 INSURANCE CAPITALIZATION 35908 SECURITY DEPOSIT 4308 40216 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 1389 WEST 86TH ST 345 INDIANAPOLIS IN 46260 056013135 EDUCATIONAL ACTIVITY IN 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0