2025-05-23T07:08:46-07:00 2024-06-30 990 2023-07-01 956048059 Zeta Phi Chapter of Theta Chi Fraternity ZETA 3178481856 1441 Slack Street San Luis Obispo CA 93405 Rex Smith Treasurer 3178481856 2025-05-21 1 1 Norman Klonowski CPA P02269573 5869426583 2025-05-21 X 2023 2025-03-06 01:10:19Z X Jack Murphy 1441 Slack Street San Luis Obispo CA 93405 218013 0 X www.thetachi.org/ X 1969 CA Social Club - Fraternity: 80 Members. 8 8 0 80 0 0 13000 205013 0 -1500 0 216513 15560 0 0 0 0 199113 0 214673 0 1840 34822 36662 0 0 34822 36662 Theta Chi Fraternity members have sought to make lasting impact on their respective campuses. In the Zeta Phi Chapter, our brothers actively carry out this mission through high scholarship. leadership, professional development, and philanthropy. Theta Chi is a place to grow and create a bond of brotherhood for life. 0 0 205013 Program Service Revenue consists of Membership Dues and Assessments. Such program service revenue is primarily used for Social Events and Gatherings, Member Education and Enrichment, Recruitment, and Community Service. 0 0 0 0 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 2740 0 0 0 0 X 8 8 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X Rex Smith 3178481856 1441 Slack Street San Luis Obispo CA 93405 X Duncan Burns President 10 0 X X 0 0 0 Jack Murphy Vice President 8 0 X X 0 0 0 Carter Quartarro Secretary 4 0 X X 0 0 0 Benjamin Richardson Treasurer 8 0 X X 0 0 0 Jordan Barazza VP of Health and Safety 4 0 X X 0 0 0 Zach Lindsay Chaplain 6 0 X X 0 0 0 Kevin Murphy Marshal 10 0 X X 0 0 0 Jack Lewis Recruitment Officer 6 0 X X 0 0 0 Grant Stoll Risk Manager 7 0 X 0 0 0 Matthew Hanley Social Events Manager 12 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 13000 0 0 0 0 13000 Membership Dues and Assessments 813410 205013 205013 0 0 0 0 0 0 205013 0 0 0 0 0 13000 1500 -1500 0 -1500 0 216513 205013 0 -1500 15560 0 0 0 0 0 0 0 0 0 0 0 2000 0 0 0 0 0 0 0 0 0 19000 0 1000 0 39874 0 0 Chapter Operations 126239 Inter-Fraternity Council Dues 9000 Fraternity Apparel 2000 214673 0 0 0 34822 36662 34822 36662 0 0 X 0 0 0 0 34822 36662 34822 36662 34822 36662 1840 0 0 0 0 0 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 Big Brothers Big Sisters of San Luis Obispo County PO Box 12644 San Luis Obispo CA 93406 770348487 501c3 12000 0 To support children facing adversity helping them achieve their full potential. 1 0 Schedule I, Part I, Line 2 The Zeta Phi Chapter donated to a 501c3 public charity. Once donated, the Zeta Phi Chapter does not monitor the use of the funds. Form 990, Header, Line B The Zeta Phi Chapter was granted tax-exempt status effective 11/14/2023. This is the initial tax return being filed post tax-exempt reinstatement. Form 990, Part VI, Section A, Line 7a Zeta Phi Chapter members have the ability to elect members to the governing body. Form 990, Part VI, Section A, Line 7b Chapter operational purchases over a designated threshold go to the full membership for vote. Form 990, Part VI, Section A, Line 8b Any committees utilized act in accordance with governing body directives. Minutes are not taken at committee meetings. Form 990, Part VI, Section B, Line 11b The Form 990 is being prepared by a Certified Public Accountant (CPA) in conjunction with the Treasurer of the Chapter. Once completed, the Treasurer will review with selected members of the governing body. Form 990, Part VI, Section C, Line 19 No documents available to the public. The Zeta Phi Chapter was granted tax-exempt status effective 11/24/23, via the reinstatement application process, with a corresponding IRS notification date of 4/25/24. Zeta Phi was not reestablished as a tax-exempt organization within the IRS data files until Dec 2024, thus precluding the electronic filing of the TY23 (6/30/24) on a timely basis. In addition, a TY23 extension was unable to be filed too. Our Chapter believes that the failure to file on a timely basis arose from events beyond our control ("impediment"), which made it impossible to file a timely TY23 return. Therefore, Zeta Phi is requesting that you will consider any late filing fees or penalties that may be assessed be waived due to "reasonable cause".