Totals
- Total revenue
- $644,093
- Total expenses
- $668,974
- Contributions and grants received
- $60,782
- Grants paid
- $0
- Program service revenue
- $575,448
- Investment income
- $356
- Other revenue
- $7,507
- Total assets, end of year
- $262,443
- Total liabilities, end of year
- $35,433
- Net assets or fund balances, end of year
- $227,010
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$42,000
-
1f · All other contributions, gifts and grants
$18,782
-
2a · Program service revenue: ASSESSMENT INCOME
total $310,771 · related or exempt $310,771
-
2b · Program service revenue: RISK MANAGMENT INCOME
total $217,176 · related or exempt $217,176
-
2c · Program service revenue: CONFERENCES
total $25,535 · related or exempt $25,535
-
2d · Program service revenue: OTHER
total $21,966 · related or exempt $21,966
-
3 · Investment income
total $356 · unrelated business $356
-
5 · Royalties
total $7,507 · unrelated business $7,507
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $110,300
-
7 · Other salaries and wages
total $123,425
-
9 · Other employee benefits
total $43,754
-
10 · Payroll taxes
total $11,241
-
11c · Fees: accounting
total $1,267
-
11g · Fees: other
total $13,134
-
13 · Office expenses
total $8,014
-
14 · Information technology
total $14,924
-
16 · Occupancy
total $18,249
-
19 · Conferences, conventions and meetings
total $48,363
-
23 · Insurance
total $193,888
-
24a · Other expenses: CHAPTER SERVICES
total $68,460
-
24b · Other expenses: MISCELLANEOUS
total $8,167
-
24c · Other expenses: MEMBERSHIPS
total $5,788
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $74,460 · end of year $64,111
-
2 · Savings and temporary cash investments
beginning of year $25,032 · end of year $103,419
-
4 · Accounts receivable
beginning of year $64,304 · end of year $54,697
-
10a · Land, buildings and equipment: cost or other basis
$21,284
-
10b · Land, buildings and equipment: accumulated depreciation
$21,284
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $116,921 · end of year $40,216
-
17 · Accounts payable and accrued expenses
beginning of year $3,826 · end of year $10,433
-
25 · Other liabilities
beginning of year $25,000 · end of year $25,000
-
27 · Net assets without donor restrictions
beginning of year $251,891 · end of year $227,010
Mission and programs · 2023
Mission
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.
Activities or mission (Part I)
TO DEVELOP LEADERSHIP, INTELLECTUAL, SOCIAL CONDUCT, AND SERVICE SKILLS FOR ITS MEMBERS.
-
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.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jeremy McKeonJEREMY MCKEON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
James PlatnerJAMES PLATNER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
David HollisDAVID HOLLIS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Timothy ZeppTIMOTHY ZEPP
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Steve MalinskiSTEVE MALINSKI
ALUMNI TERM MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Madison TurketteMADISON TURKETTE
ALUMNI TERM MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jon SzynkowskiJON SZYNKOWSKI
ALUMNI TERM MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lance MillerLANCE MILLER
ALUMNI TERM MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mark D BauerMARK D BAUER
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
David Ab BrownDAVID AB BROWN
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Charles M HallCHARLES M HALL
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Thomas T Allan IVTHOMAS T ALLAN IV
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
James A Swanke JrJAMES A SWANKE JR
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Richard RasmussenRICHARD RASMUSSEN
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Evan TerryEVAN TERRY
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Thomas J FoxTHOMAS J FOX
EXECUTIVE DIRECTOR
- Total calculated
- $110,300
- From this org
- $90,000
- From related orgs
- $0
- Other
- $20,300
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE PSI UPSILON FOUNDATION INC
501(C)(3) · EDUCATIONAL ACTIVITY · IN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541019349301499
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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