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 131496630 ZETA PSI FRATERNITY INC ZETA 8457351847 15 SOUTH HENRY STREET PEARL RIVER NY 10965 SPENCER LONG CHIEF EXECUTIVE OFFICER 8454742625 2026-04-15 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 1478328 0 X N/A X 1966 NY ZETA PSI FRATERNITY, INC. IS A NOT FOR PROFIT CORPORATION, FOUNDED IN 1847, AND INCORPORATED IN 1966. THE FRATERNITY IS GOVERNED BY A VOLUNTEER EXECUTIVE COMMITTEE WHOSE MISSION IS TO PROVIDE SUPPORT FOR FRATERNITY CHAPTERS AND MEMBERS. AS OF THIS YEAR END, THERE ARE APPROXIMATELY 2,000 UNDERGRADUATE MEMBERS AND 40,000 ALUMNI MEMBERS. THERE ARE CURRENTLY 52 ACTIVE UNDERGRADUATE CHAPTERS, IN EIGHT COUNTRIES, ON THREE CONTINENTS. 12 12 13 800 23322 0 190926 564627 796333 860177 10928 19068 4771 34456 1002958 1478328 4700 36310 0 0 341471 336931 0 0 0 970932 1447824 1317103 1821065 -314145 -342737 676753 518710 1130027 1309863 -453274 -791153 X ZETA PSI FRATERNITY, INC. IS A NOT FOR PROFIT CORPORATION, FOUNDED IN 1847, AND INCORPORATED IN 1966. THE FRATERNITY IS GOVERNED BY A VOLUNTEER EXECUTIVE COMMITTEE WHOSE MISSION IS TO PROVIDE SUPPORT FOR FRATERNITY CHAPTERS AND MEMBERS. AS OF THIS YEAR END, THERE ARE APPROXIMATELY 2,000 UNDERGRADUATE MEMBERS AND 40,000 ALUMNI MEMBERS. THERE ARE CURRENTLY 52 ACTIVE UNDERGRADUATE CHAPTERS, IN EIGHT COUNTRIES, ON THREE CONTINENTS. 0 0 THE FRATERNITY IS GOVERNED BY A VOLUNTEER EXECUTIVE COMMITTEE WHOSE MISSION IS TO PROVIDE SUPPORT FOR FRATERNITY CHAPTERS AND MEMBERS. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 13 1 1 1 1 CA 0 0 1 1 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 X SPENCER LONG 8454742625 15 SOUTH HENRY STREET PEARL RIVER NY 10965 JAMES DONALD PRESIDENT 1.00 X X 0 0 0 JOHN SPOHN VICE PRESIDENT 3.00 X X 0 0 0 JARED SUNSHINE SECRETARY 3.00 X X 0 0 0 ROBERT EDGMON TREASURER 3.00 X X 0 0 0 ALEX SHARIF CORRESPONDING SECRETARY 1.00 X X 0 0 0 ALEX PRUCE HISTORIAN 1.00 X X 0 0 0 ALAN PHIPPS SEARGANT AT ARMS 1.00 X X 0 0 0 CONOR BENNETT MEMBER AT LARGE 1.00 X 0 0 0 MAURICE DUCOING MEMBER AT LARGE 1.00 X 0 0 0 TOM KHERKHER MEMBER AT LARGE 1.00 X 0 0 0 EVAN DOYLE MEMBER AT LARGE 1.00 X 0 0 0 PETER WIJNBERGEN MEMBER AT LARGE 1.00 X 0 0 0 M LAUCK WALTON EXECUTIVE DIRECTOR EMERITU 40.00 X 126000 0 5040 TYLER BOISVERT EXECUTIVE DIRECTOR 40.00 X 123261 0 4930 249261 0 9970 2 0 0 0 0 564627 564627 FEES FROM CHAPTERS 611710 512225 512225 LIABILITY INSURANCE 611710 221777 221777 CONVENTION INCOME 611710 126175 126175 860177 8335 8335 4254 4254 10733 0 10733 10733 10733 75 0 75 75 MISCELLANEOUS REVENUE 900099 21675 21675 EVENT REVENUE 900099 7613 7613 CURRENCY CONVERSION 900099 839 839 30127 1478328 889540 23322 839 36310 249261 52253 13323 14089 8005 4594 62756 941 20843 45821 22800 95585 221162 39271 21304 LIABILITY INSURANCE PRO 355659 BAD DEBT EXPENSE 185891 EDUCATIONAL PROGRAMS 139750 CHAPTER DEVELOPMENT 104707 126740 1821065 18400 14728 27384 0 24412 15180 261215 75942 4497 14471 46130 80985 9500 9500 0 0 294715 317404 676753 518710 33982 231774 88225 111050 1007820 967039 1130027 1309863 X -639731 -959970 186457 168817 -453274 -791153 676753 518710 -342737 4858 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9500 9500 0 0 PAYABLES 45170 DUE TO ZETA PSI EDUCATION FOUNDATION 921869 967039 X 1482245 4858 4858 1477387 941 941 1478328 1820124 0 1820124 941 941 1821065 PART X, LINE 2: ZETA PSI FRATERNITY, INC. IS A NEW YORK NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO THE INTERNAL REVENUE CODE. THE FRATERNITY HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FRATERNITY RECOGNIZED NO INTEREST OR PENALTIES IN THE STATEMENTS OF ACTIVITIES FOR EITHER OF THE YEARS ENDED MAY 31, 2025 AND 2024. IF THE SITUATION AROSE IN WHICH THE FRATERNITY 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 FRATERNITY IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FRATERNITY BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE FRATERNITY'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 AND 2024. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES 11 CHAPTERS LOCATED IN CANADA EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES 1 CHAPTER IN UNITED KINGDOM; 1 CHAPTER IN IRELAND; 1 CHAPTER IN FRANCE; 1 CHAPTER IN GREECE; 1 CHAPTER IN SPAIN MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES 1 CHAPTER IN MOROCCO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MONITORS GRANT FUNDS TO ENSURE THE FUNDS ARE SPENT FOR ITS INTENDED PURPOSES. 1 ZP NUTMEG ASSOCIATION INC 671 ORANGE ST APT 99 NEW HAVEN CT 06511 311472442 501(C)(7) 34150 0 EDUCATIONAL GRANTS 0 1 PART I, LINE 2: THE FOUNDATION WORK WITH EXTERNAL COUNSEL TO REVIEW AND TO ENSURE MONITORING OF GRANTS AWARDED. FORM 990, PART VI, SECTION A, LINE 4 THE AMENDMENT TO CONSTITUTION ADDRESSED A POTENTIALLY SERIOUS LOOPHOLE IN THE AMENDMENT PROCESS, BY LIMITING AMENDMENTS WHICH MAY BE PASSED BY WRITTEN CANVASS TO THOSE PROPOSED BY THE EXECUTIVE COMMITTEE, TO AVOID A SITUATION IN WHICH A ROGUE ELEMENT PURPORTS TO "CANVASS" THE CHAPTERS WITH A PROPOSED AMENDMENT OBNOXIOUS TO THE FRATERNITY'S INTERESTS, WHICH MIGHT THEN PASS THROUGH INADVERTENCE BECAUSE OF INADEQUATE NEGATIVE VOTES. THE ALTERATIONS TO THE BY-LAWS WERE NUMEROUS, BUT FALL BROADLY INTO THE CATEGORY OF MAKING CONFORMING CHANGES TO EFFECTUATE PRIOR AMENDMENTS REGARDING THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE, THE REORGANIZATION OF LEADERSHIP UNDER A CHIEF EXECUTIVE OFFICER, AND THE CLARIFICATION OF STANDING COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B RETURN IS SENT TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW. ALL BOARD MEMBERS REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PERIODICALLY REVIEW ITS CONFLICT OF INTEREST POLICY AND RELATED INFORMATION. IF A MEMBER HAS A CONFLICT, THE MEMBER CANNOT VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIALS? IF YES, PLEASE DESCRIBE THE PROCESS. THE BOARD REVIEWS THE COMPENSATION THAT IS BEING PAID TO ITS OFFICERS AND EMPLOYEES. THE BOARD DETERMINES THAT THE AMOUNT BEING PAID IS REASONABLE AND APPROVES ALL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 900 IS AVAILABLE FOR PUBLIC INSPECTION.