2024-11-12T14:56:25-05:00 2023-12-31 471448007 MOYER & COMPANY LLC 202 3RD AVE N FRANKLIN TN 37064 990 2023-01-01 946078400 PHI KAPPA SIGMA BERKELEY ASSOCIATES INC PHIK 4155458869 30 CEDAR LANE ORINDA CA 94563 JOHN C LUKRICH TREASURER 4155458869 2024-11-12 true true TAMMY WISDOM CPA P01585101 6152248400 2024-11-12 2023 2024-10-15 13:58:12Z DONALD SANGUINETTI 30 CEDAR LANE ORINDA CA 94563 237985 false X X 1955 CA BARROWS HOUSE, THE CORPORATION'S STUDENT DORMITORY, PROVIDES FURNISHED ROOMS AND COOKING FACILITIES TO APPROXIMATELY 35-45 STUDENT MEMBERS AT RENTS INTENTIONALLY KEPT BELOW MARKET LOCATED ONE BLOCK FROM THE UC BERKELEY CAMPUS. IT HAS BEEN PRIVATELY OWNED AND OPERATED AT ITS PRESENT LOCATION SINCE 1957 AND AT OTHER CAMPUS LOCATIONS SINCE 1905. 46 46 0 15 26140 25140 0 198079 181079 7725 26140 1100 5766 206904 212985 0 0 0 0 0 285167 231404 285167 231404 -78263 -18419 1218431 1158891 78108 37640 1140323 1121251 X BARROWS HOUSE, THE CORPORATION'S STUDENT DORMITORY, PROVIDES FURNISHED ROOMS AND COOKING FACILITIES TO APPROXIMATELY 35-45 STUDENT MEMBERS AT RENTS INTENTIONALLY KEPT BELOW MARKET LOCATED ONE BLOCK FROM THE UC BERKELEY CAMPUS. IT HAS BEEN PRIVATELY OWNED AND OPERATED AT ITS PRESENT LOCATION SINCE 1957 AND AT OTHER CAMPUS LOCATIONS SINCE 1905. false false STUDENT MEMBER HOUSING IS PROVIDED BY THE ORGANIZATION BELOW MARKET VALUE BASED ON FINANCIAL NEED TO MEMBERS WHO ARE SOLICITED FROM THE GENERAL UNIVERSITY STUDENT BODY. THERE ARE NO INITIATION FEES. THE ORGANIZATION PROVIDES MATCHING FUNDS TO HELP MEMBERS FUND SPECIAL EVENTS AND MEALS. BY DIRECTORS' RESOLUTION, 25 PER STUDENT PER MONTH IS PLACED INTO A SPECIAL SCHOLARSHIP BANK ACCOUNT. SCHOLARSHIP STIPENDS OF 500 ARE AWARDED BASED ON NEED, ACADEMICS AND PARTICIPATION IN ACTIVITIES OF THE ORGANIZATION. FUNDS IN THE SCHOLARSHIP FUND ARE RESTRICTED USE AND NOT USED FOR OTHER ORGANIZATION PURPOSES. SCHOLARSHIPS ARE ALSO GIVEN TO LOCAL HEALTH RELATED OR COMMUNITY SERVICE ENTITIES. THE ORGANIZATION TRAINS STUDENT MANAGERS IN OPERATIONAL, FINANCIAL AND LEADERSHIP SKILLS. THE FACILITY IS ALMOST ENTIRELY MANAGED BY VOLUNTEERS WHO RECEIVE A DISCOUNT ON THEIR USE FEES AND RENTS. A POOL OF FORMER STUDENT RESIDENTS AND CORPORATE DIRECTORS PROVIDE JOB ASSISTANCE AND JOB PLACEMENT. false false false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 7 0 0 true true false false false false false false false X 46 46 false false false false false true true true true false false false true true true false false false false false CA X CSL MANAGEMENT LLC 4235846454 1020 WILLIAM WAY NW CLEVELAND TN 37312 DONALD SANGUINETTI PRESIDENT 3.00 X X 14810 0 0 STEVE CARSON DIRECTOR 1.00 X 0 0 0 DOUGLAS COLE DIRECTOR 1.00 X 0 0 0 MICHAEL CORLEY DIRECTOR 1.00 X 0 0 0 JAMES EGAN VICE PRESIDE 3.00 X X 0 0 0 FRED FERROGGIARO DIRECTOR 1.00 X 0 0 0 DANIEL FIVEY DIRECTOR 1.00 X 0 0 0 GRAEME GILFILLAN DIRECTOR 1.00 X 0 0 0 FRED GLUECK DIRECTOR 1.00 X 0 0 0 JOHN C LUKRICH TREASURER 3.00 X X 0 0 0 DOUGLAS RYERSON DIRECTOR 1.00 X 0 0 0 DANIEL SANGUINETTI SECRETARY 3.00 X X 0 0 0 WILL STEPHENSON DIRECTOR 1.00 X 0 0 0 DAVE SULLIVAN DIRECTOR 1.00 X 0 0 0 JOHN SYMES DIRECTOR 1.00 X 0 0 0 14810 false false false ROOM & BOARD 721310 181079 181079 181079 26140 26140 25000 25000 LATE FEE INCOME 812300 5406 5406 WASHER/DRYER INCOME 721310 360 360 5766 212985 186845 26140 18000 2570 108570 3231 70883 21672 QUICKBOOKS FEES 2927 STATE TAXES 1887 FEDERAL 990T 1608 LICENSES 33 23 231404 0 0 0 19510 15691 40652 44953 1714610 1132850 643873 581760 514396 514826 1661 1218431 1158891 58108 17500 20000 20140 78108 37640 X 1140323 1121251 1140323 1121251 1218431 1158891 -18419 -653 X false false false 50000 50000 1499481 994151 505330 165129 138699 26430 581760 TENANT DEPOSITS 18863 DUE TO OTHERS 1277 20140 FORM 990 - ORGANIZATION'S MISSION BARROWS HOUSE, THE CORPORATION'S STUDENT DORMITORY, PROVIDES FURNISHED ROOMS AND COOKING FACILITIES TO APPROXIMATELY 35-45 STUDENT MEMBERS AT RENTS INTENTIONALLY KEPT BELOW MARKET LOCATED ONE BLOCK FROM THE UC BERKELEY CAMPUS. IT HAS BEEN PRIVATELY OWNED AND OPERATED AT ITS PRESENT LOCATION SINCE 1957 AND AT OTHER CAMPUS LOCATIONS SINCE 1905. FORM 990, PAGE 6, PART VI, LINE 7A AT THE ANNUAL MEETING IN DECEMBER OF DUES PAYING ALUMNI MEMBERS, ALL MEMBERS IN GOOD STANDING CAN VOLUNTEER OR BE NOMINATED TO THE BOARD OF DIRECTORS. IF THEY ARE VOTED IN, THEY ATTEND THE NEXT BOARD MEETING AS A DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 7B GOVERNANCE DECISIONS OF THE BOARD ARE PRESENTED TO THE GENERAL MEMBERS AT THE DECEMBER ANNUAL MEETING VERBALLY AND VIA THE MINUTES OF THE PRIOR BOARD MEETINGS. IN ADDITION, ALL MEMBERS CAN BRING UP AND VOTE ON OTHER NEW ISSUES UNDER "NEW BUSINESS" ON THE AGENDA. THE DECISIONS ON MAJOR ITEMS ARE MADE BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 11B THE TREASURER AND VICE PRESIDENT WILL REVIEW FORM 990 BEFORE IT IS FILED. A COPY OF THE FILED RETURN WILL BE PROVIDED TO EXECUTIVE COMMITTEE. IN DECEMBER THE BOARD OF DIRECTORS MEETS TO REVIEW THE INSURANCE AND FINANCIAL DOCUMENTS. PROFORMA FINANCIALS BASED UPON ACTUAL JANUARY THROUGH NOVEMBER TRANSACTIONS, PLUS A ONE MONTH FORECAST OF DECEMBER ARE REVIEWED IN DETAIL AND COMPARED TO PREVIOUS YEARS FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C AT THE ANNUAL DECEMBER MEETING DIRECTORS ARE ASKED TO DISCLOSE ANY FACTS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNANCE DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE CORPORATE SECRETARY, OR IN CASE OF CORPORATE BY-LAWS TO THE CALIFORNIA SECRETARY OF STATE.