Zeta Psi Educational Foundation - Annual Report - November 2017

Brothers Recognizing Brothers

ZETA PSI

Educational Foundation 2017 Annual Report

ZETA PSI

Educational Foundation Fraternity and Foundation Staff Headquarters Staff Executive Director M. Lauck Walton exec.dir@zetapsi.org Associate Executive Director Tyler Boisvert boisvert@zetapsi.org Director of Communications Max Anderson anderson@zetapsi.org Director of Education and Conferences Joseph Alessi alessi@zetapsi.org Senior Regional Education Consultant Bill Weisenhorn weisenhorn@zetapsi.org

Welcome to the 2017 Zeta Psi Educational Foundation Annual Report.

Our Foundation has shown tremendous strength over the past year. Soaring past a $2,000,000 capital campaign, continuing to invest and manage our assets for growth without undue risk, actively awarding scholarships and supporting extensive leadership training all led to a great year. Because of your ongoing support of Zeta Psi’s Educational Foundation, we now are pleased to report that we now have almost $8,000,000 in assets – and we use every dollar of those proceeds to support undergraduate members.

The Capital Campaign committee, chaired by Stuart Bowers, and supported by Greg McElroy overachieved tremendously. I’d like to thank the committee and all who participated. This effort has helped us begin to financially support our ongoing Leadership Training activities and significantly enhance our educational programming The 1847 Pledge, led by Will Woldenberg and Barth Gillan, is an initiative to broaden and strengthen our elder connections, and ultimately, our donor base. Still in its infancy, it represents the type of innovative experiment that will help us maintain more robust relationships with our alumni. The 1847 Pledge Championship Belt was awarded to the Tulane Alumni Association of Zeta Psi at our Annual Meeting in August. We know they will strongly defend it, but we hope that many other alumni associations will try to take the Belt when the 1847 Pledge returns next year.

Regional Education Consultant Joseph DiMicelli dimicelli@zetapsi.org

Looking ahead, I believe we need to extend our impact beyond the excellent, but limited reach of our in-person training at LTI and the Kirby Presidents Conference. A larger part of our resources should be online tools, which are now commonplace in their usability and acceptance by our members. The Member Education Committee of the Foundation has excellent volunteer participation and will be evaluating how we can maximize the impact of our foundation’s assets.

Regional Alumni Specialist Matthew Stuart stuart@zetapsi.org

Our Foundation continues to impact young men, just as John Van Nostrand Dorr and the other pioneers of our Foundation envisioned over 70 years ago. Today’s Foundation adds substantial and ongoing value to the undergraduate experience with a broad array of leadership training, career preparation and learning experiences outside of the classroom. It is a privilege to serve as its President.

Director of Information John Surufka surufka@zetapsi.org

Sincerely In Tau Kappa Phi, Les Mann President

Table of Contents

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01 Welcome Message 02 Reflecting on a Decade of Service 03 Scholarship Summary 04 Heritage Society 05 1847 Pledge

08 LTI Programs 09 Cumulative Giving Club 12 Annual Fund 13 Financial Statements

Reflecting on a Decade of Service to Membership Development Maurice Ducoing stepped down as chair of Zeta Psi’s Membership Education Committee of Zeta Psi at the 170th Annual Convention in Louisville, Kentucky, completing ten years of dedicated service and vision to our noble order.

Maurice was asked to lead the committee at the 2007 convention by Greg McElroy and one can see the Leadership Training Institutes’ new structure and vision. Classes were created in Leadership and Organizational Development (LOD), Networking and Career Development (NCD) and Risk Management and Law (RML). As Maurice said at the Convention this summer, the program was “tasked with creating young men to not only be successful professionals, but professional men.” The program teaches active Zetes various ways in which they can improve their individual chapters and professional lives.

Maurice’s leadership can also be seen in other areas outside of the Regional LTI programming.

His vision overhauled the Kirby President’s Conference at Lafayette College and as a result, he developed the scenario-based learning aspects of the retreat. This is a way to immerse our students in real time decision-making through the exploration of lifelike situations and scenarios.

Maurice’s vision also changed the first LTI course that is taught in the program, Risk Management 101. It is now in an E-learning format that has been seen by every new member in the organization over the past four years.

The Convention LTI has developed more professional courses and now helps deal with the topics that are most important to the Fraternity and Educational Foundation in a profound way.

As he stated in his convention speech, Maurice was tasked to ‘dream big but deliver bigger” and Zeta Psi is all the better for his leadership.

Thank you, Maurice.

“Feeling gratitude and not expressing it is like wrapping a present and not giving it.”

William Arthur Ward

Maurice DuCoing is a Cornell University 2003 graduate. He currently works in Human Capital for K1 Investment Management.

Alex Sharif, Maurice Ducoing, and Stone Lyons at the Captains Quarters event in Louisville

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Scholarship The Zeta Psi Educational Foundation was founded in 1944 under the leadership of Arthur Harrison Motley.

Since then, it has awarded scholarships to deserving students in the United States on a bi-annual basis.

These scholarships prove incredibly helpful for students in supplementing the ever-increasing cost of tuition, textbooks, and other supplies.

This past year, the Educational Foundation awarded $40,000 in general scholarships to 100 students nation-wide.

These scholarships ranged from $250 to $1,000 depending on a number of factors.

Applications open each semester, and can be accessed through Zeta Psi’s official website. Scholarships are awarded based on academic success, leadership, financial need, and their involvement at both the campus and chapter levels. The Scholarship Committee, led by Clay Alberts, Texas, ’02, reviews all submitted applications. Elders interested in taking part in this review process are welcome to contact the Executive Director to volunteer.

Zeta Psi Educational Foundation General Scholarships Awarded Fall 2016 Name Chapter Alan Gan Alpha Epsilon / University of Illinois Ethan Halom Alpha Epsilon / University of Illinois Joshua Love Alpha Epsilon / University of Illinois Joshua Manning Alpha Epsilon / University of Illinois Norman Reyes Alpha Epsilon / University of Illinois Alec Wasowicz Alpha Epsilon / University of Illinois Alexander Sheena Beta Tau / Tulane University Thomas Florczak Delta Chi / American University Gabriel Green Delta Chi / American University Jake Mania Delta Chi / American University Peter McEachern Delta Chi / American University Jordan Wells Delta Chi / American University Chandler Kowtko Iota / University of California, Berkeley Amin Bahari Iota Alpha / University of Texas Krishna Desai Iota Alpha / University of Texas Malaak Hamzeh Iota Delta / University of California, Davis Connor Kelly Iota Alpha / University of Texas Malaak Hamzeh Iota Delta / University of California, Davis Kyle O’Connor Iota Nu/ University of Nevada Thomas Koch Kappa Phi / The Cooper Union Mateen Nemati Kappa Phi / The Cooper Union Eugene Sokolov Kappa Phi / The Cooper Union Adam Gakin Mu Pi / Binghamton University Christopher Santos Mu Pi / Binghamton University

Shane King Jerry Chen David Monreal Dalton Hegeholz Carl Heinicke Chase Keitges Ryan Klute Glory Okwori Matthew Cavagnero Peter Kyriakides Alperen Karaoglu Shrey Khetarpal Michael Mangia Shivam Khanna Zachary Hubert Joshua Light Dylan Martel Richard Shin Alan van den Arend Roman Huszar Dennis Reilly Andreas Tzavelis James Wang Marc Teitelbaum Nicholas Warminski

Nu Delta / Marist College Omega Alpha / University of Chicago Omega Alpha / University of Chicago Omicron / Nebraska Wesleyan University Omicron / Nebraska Wesleyan University Omicron / Nebraska Wesleyan University Omicron / Nebraska Wesleyan University Other / Not Listed Phi / New York University Phi / New York University Phi / New York University Phi / New York University Phi / New York University Phi Epsilon / University of Maryland Pi Sigma / Pennsylvania State University Pi Sigma / Pennsylvania State University Pi Tau / Worcester Polytechnic Institute Psi / Cornell University Psi / Cornell University Psi Epsilon / Dartmouth College Psi Epsilon / Dartmouth College Psi Epsilon / Dartmouth College Psi Epsilon / Dartmouth College Tau / Lafayette College Xi / University of Michigan

Zeta Psi Educational Foundation General Scholarships Awarded Spring 2017

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Name Chapter Joshua Manning Alpha Epsilon / University of Illinois Griffin Taylor Beta Delta / University of Arizona Alexander Sheena Beta Tau / Tulane University William Beichner Delta Chi / American University Dominick De Lucia Delta Chi / American University Thomas Florczak Delta Chi / American University Gabriel Green Delta Chi / American University Brian Huff Delta Chi / American University Anthony Kuykendall Delta Chi / American University Michael Lucatorto Delta Chi / American University Jake Mania Delta Chi / American University Jordan Wells Delta Chi / American University Kyle Cassara Gamma Epsilon / Georgetown University Andrew Ward Gamma Epsilon / Georgetown University Daniel O’Brien Iota Delta / University of California, Davis John Donnellan Kappa Phi / The Cooper Union Nikhil Iyengar Kappa Phi / The Cooper Union Thomas Koch Kappa Phi / The Cooper Union Kyle O’Connor Iota Nu/ University of Nevada Adam Gakin Mu Pi / Binghamton University Joseph Grekoski Mu Pi / Binghamton University Shane King Nu Delta / Marist College Timos Pietris Nu Delta / Marist College Jonathan Acevedo Omega Alpha / University of Chicago

Dalton Hegeholz Chase Keitges Nathan Seaton Nathaniel Teitler Ruben Dovlatyan Alexander Epprecht Alexander Isaac Alperen Karaoglu Michael Mangia Tyler Pichette Devin Block Zachary Hubert Dylan Martel Jack Nigro Alex Koppara Geoffrey Huang Myung Chang Lee Dennis Reilly Peter Tran Marcas Smith Christian de Abreu Andrew Lee Joseph Keleher Nicholas Warminski

Omicron / Nebraska Wesleyan University Omicron / Nebraska Wesleyan University Omicron / Nebraska Wesleyan University Omicron / Nebraska Wesleyan University Phi / New York University Phi / New York University Phi / New York University Phi / New York University Phi / New York University Phi Lambda / University of Washington Pi Kappa / Bloomsburg University of Pennsylvania Pi Sigma / Pennsylvania State University Pi Tau / Worcester Polytechnic Institute Pi Tau / Worcester Polytechnic Institute Psi / Cornell University Psi Epsilon / Dartmouth College Psi Epsilon / Dartmouth College Psi Epsilon / Dartmouth College Psi Epsilon / Dartmouth College Rho Alpha / Massachusetts Institute of Technology Sigma / University of Pennsylvania Sigma Beta / University of California, Santa Barbara Tau Gamma / Purdue University Xi / University of Michigan

Heritage Society Zeta Psi would like to take this opportunity to thank the over 450 members, of which nearly 400 are living, who belong to a very special giving Society within Zeta Psi. Zeta Psi’s Heritage Society is a unique recognition group within the fraternity that recognizes brothers who have indicated their intention to pledge a contribution from their estate to the Zeta Psi or a paid pledge payable over five years. In addition, The Heritage Society recognizes members whose Society pledges have provided and will provide annual endowment funding to Zeta Psi in perpetuity.

Heritage Society membership does not require significant dollar amounts in pledged donations.

In fact, The Heritage Society is designed to be accessible to all Zetes as we all must plan to leave our estates to our families and other causes that we consider vital. The Heritage Society simply requests that your pledge be 20 times or more your average annual contribution or a minimum bequest of $5,000. Those who already contribute to Zeta Psi on an annual basis can endow their annual contributions in perpetuity through their Heritage Society gift.

Depending upon your instructions, either The Zeta Psi Educational Foundation or The Zeta Psi Foundation of Canada will invest your Heritage Society contribution and use the annual earnings to support our ongoing educational activities. These funds are spent wisely and this year’s full expense breakdown can be found in the Financials Report on page 14.

Since member base growth is so integral to the success of the Heritage Society, a special reception is held each year at our Convention to recognize recently passed and current members. At this annual Heritage Society Reception we also welcome new members into the Society. During this year’s reception at Zeta Psi’s 170th annual convention, we were pleased to welcome 12 new members into Zeta Psi’s Heritage Society.

As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.

John F. Kennedy

Greg McElroy (Phi, ‘70) welcoming Fahad Ahmed (Tau Gamma, ‘16) into the Heritage Society.

Dan Luby (Tau Gamma, ‘14) and Greg McElroy

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Brother Will Woldenberg, Beta Tau, accepting the 1847 Pledge championship belt from Executive Director Lauck Walton on behalf of his chapter.

1847 Pledge On June 1st, 2017, Zeta Psi launched the 1847 Pledge. In an effort to strengthen our local alumni associations and improve our leadership training programs, the two-week fundraising campaign’s goal was for all Zetes to donate $18.47.

Through the 1847 Pledge, Zeta Psi raised an impressive $22,600. Most impressive of all was the overwhelmingly strong support from brothers across the globe. This total was achieved due to the individual donations of 590 brothers representing 54 different chapters. The vast majority (76%) of brothers donated $18.47, which demonstrates the power of numbers in our brotherhood.

590 donors

~$22,600 raised

54 chapters w/ a donor

$1 to $1,847

13 chapters responsible for 68% of total donors

76% donated $18.47

Average donor age - 39*

12% fundraising cost

64 donors > $100

Throughout the campaign, we challenged chapters to collect as many individual donations as possible.

The chapter with the most donors would win a prize at the International Convention. Competition was fierce throughout the campaign, but the Beta Tau chapter ended up coming out on top with an impressive 72 individual donors.

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1847 Pledge Donors Name Kenneth Suh Yoav Rogovin Anav Pant Matthew Caddell Jonathan Chao Brant Davis Conor Desmond Paul Bennett James Coons Charly LeMarquand Alexandre Abrams Justin Michitsch Alexander Voogjarv James Gonzales MacLane Key Benjamin Hoyt Tofique Sikder Max Adelson Luke Visconti Barth Gillan Kyle Jacobson Sebastian Grutter Christopher McGuire Alexandre Perron Jeffrey Mead Richard Minzberg Noah Gillard David Fortin Matthew Sherrett Stefan Prokopetz Corey Steinke Wyatt Hnatiw Ohannes J Torudag Laurent Lefebvre Sebastian Grutter Carter Brown Larry Crossan Daniel Lamothe Ryan Kates Marco Peghini Dean Perlman Neal Rayner Jason Borner Mark Michaels Seth Zucker Simon Wignall Christopher Black Ronald Guite Dan Pariseau Corey Dunbar Jay Leblang Jay Mattappally Colin Davis Kurt Koenigsberger Jeffery Pretti Jonathan Bakke Stephen Halperin Dustin Hooks David Kinney Grey Nuttall Aaron Ronksley Jeremy Lang Lucas Housinger James Tipple Gene Krejci Troy Grzymko Cody Van Voorhis Andrew New Bill Steves Andrew Murray William Stafford Kyle Gutierrez Matthew Bradley Marshall Smith James Mersereau Henry D’Esposito Andrew Brain Stephen Myers Darion Stofira Dylan LeCorgne Robert Beatty Taylor Conrad Josh Friedmann Peter Johnson Evan Nicoll David Glaser Ross Capdeville Satish Vembu James Eide Glenn Case Jason Murphy Christopher Blum

Chapter Alpha Alpha Beta Alpha Epsilon Alpha Epsilon Alpha Epsilon Alpha Epsilon Alpha Epsilon Alpha Epsilon Alpha Mu Alpha Mu Alpha Mu Alpha Mu Alpha Mu Alpha Nu Alpha Nu Alpha Nu Alpha Pi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Psi Alpha Theta Alpha Theta Beta Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau Beta Tau

Class Year 1989 1997 2016 2018 2016 2008 2009 1960 2018 2020 2016 2017 2018 1995 1996 2000 2015 2012 1985 2008 2016 2011 2018 2012 2015 2018 2011 2007 2012 2018 2010 1999 2019 2016 2009 1981 2004 2016 2014 1988 1993 2019 2000 2005 2006 2012 2002 2004 2008 1997 1994 2005 2006 1984 1999 2004 2006 2007 2002 2006 2003 2003 2005 2013 2009 2006 2007 2005 2016 2005 2008 2007 2014 2013 2002 2006 2012 2002 2011 2007 2012 2008 2000 2008 2014 2005 2009 2002

Name Chapter David Litchfield Beta Tau Cutter Uhlhorn Beta Tau Marc Bingham Beta Tau Mark Clements Beta Tau Happy Acee Beta Tau Lewis Lowe Beta Tau John Kerr Beta Tau Adam Griego Beta Tau Karl Nazareth Beta Tau Jordon Cooper Beta Tau Shale Cooper Beta Tau Dillon Green Beta Tau Everett Marshall Beta Tau Bill Steves Beta Tau John OSick Beta Tau Dustin Gransberry Beta Tau Joshua Miller Beta Tau Mark Williams Beta Tau Ozgur Karaosmanoglu Beta Tau Adam Frey Beta Tau Brian Coblitz Beta Tau William Woldenberg Beta Tau James Cornblatt Beta Tau Eric Paulantonio Beta Tau Kevin Arts Beta Tau Richard Stirling Beta Tau Ross Weatherly Beta Tau Ronald Greene Chi Gamma Matthew Lofgren Chi Gamma Lorne Sobczyk Chi Gamma Thomas Lefever Delta Michael Chalhoub Delta Philip Correale Delta Matthew Carnovale Delta Chi William Weisenhorn Delta Chi Zachary Meunier Delta Chi Jake Mania Delta Chi Brian Huff Delta Chi James Wigely Delta Chi Joseph Desmone Delta Chi Stone Lyons Delta Chi John Foti Delta Chi Edward Wells Delta Chi Logan Bancroft Boucher Delta Chi Edward Fleitz Delta Chi Caleb Stout Delta Chi Thomas Florczak Delta Chi Keenan Kunst Delta Chi Kevin Lastorino Gamma William Sokol Gamma George Tracy Gamma James Miller Gamma John Thorson Gamma Sven Beer Gamma Epsilon Jonathan Balloch Gamma Epsilon Charles Fulbright Gamma Epsilon Seth Menghi Gamma Epsilon Conor Bennett Gamma Epsilon Ryan Shoot Gamma Psi Ripley Hunter Iota Samuel Johnson Iota Andrew Dellenbach Iota Andrew Licht Iota Matt Stoops Iota Alpha Sam Mullick Iota Alpha Clay Albers Iota Alpha Andrew Nunez Iota Alpha Robert Mueller Iota Alpha Lane Marques Iota Alpha Peter Federman Kappa Robert Stricker Kappa Richard Rudolph Kappa Ho Chul Shin Kappa Phi John Donnellan Kappa Phi Scott Lyne Kappa Phi James Philbin Kappa Phi Josiah Hobson Kappa Phi Dale Adney Lambda Psi Jason Allalouf Mu Pi Alexander Liu Mu Pi Maxwell Anderson Mu Theta John Tod Mu Theta Timothy DesRoches Mu Theta Aaron Zidichouski Mu Theta Christopher McNally Mu Theta James Upright Mu Theta Ryan Spotowski Mu Theta Kevin Wissner Nu Benjamin Meck Nu Ian Crowley-Perry Nu Mario LaTragna Nu Ronald Cass Nu

Class Year 1980 2014 1996 2011 2006 2009 2014 2006 2014 2014 2002 1990 2002 2005 2006 2008 2002 1984 2006 2002 2007 2002 2002 2009 2009 2007 1969 2007 2006 2009 2003 1975 2012 2016 2010 2019 2018 2015 2020 1988 2016 2012 2016 2015 2017 2017 2012 1983 1982 1985 1949 1966 2015 2011 2016 2016 2012 2016 1980 2018 1991 1979 1997 2006 2002 1995 1990 2011 2010 1969 1985 2010 2017 1992 1988 1993 2006 2008 2015 2015 1957 2008 2012 2014 2009 2009 2005 2009 2019 1997 1984

Name Franklin Mayse Jacob Glenn Michael Giammo Paul Stephan John Jones Peter Cooke Charles Huddleston John Kilbane Michael Yeager Timos Pietris Nick Scrivanich Blake Willis Ryan Binnix Tyler Boisvert Michael Terranova Edmund Luciano Jonathan Ernesto Peter Kern Tim Sporcic Steven Michaels James Carey Robert Busteed Matthew Seems Gregory McElroy Riddhish Kankariya Franklin White Alexander Sharif Derek Pahigiannis D. Soya Anthony Abbate Travis Owen John Perides Aaron Garcia John Gebhardt Edgar Camacho Thomas Bredillet Robin Belcher-Timme David Blauner John Failla Jason Nguyen David Fletcher Andrew Bridge Stuart Bowers Matt Loughlin Mark Liberman Lucas Jennings Chad Tompkins Andrew O’Brien George D’Angelo Ann Freiman Michael Freiman Steven Freiman Darren Littell James Doocy Tyler Pichette Frank Erickson Les Mann Bryan Haakenson Jonathon Neilson Travis Orloff Todd Benjamin Patrick Carney David Matthews C.R. Roberts David Russell Sims McGrath Michael Benjamin Peter Hills Joseph Bell Mark Morse Theodore van Kessel Gregory Kirby Robert Leonard Edward Kasold Thomas Pickett Sonny Jandial Kenny Semcken Scott Frayler James Ljunglin Suchin Ratanasiriwilai Theodore Papoulas Theodore Rubsamen Kurt Hollasch Scott Thomson Paul Zapustas Ryan Vasko Thomas Moberg Gene Lauritano Jeremy Colon Morgan Walton Sean McKenna Joe Novek

Chapter Nu Nu Nu Nu Nu Nu Nu Nu Nu Nu Delta Nu Sigma Nu Sigma Nu Sigma Nu Sigma Nu Sigma Nu Sigma Nu Sigma Nu Sigma Nu Sigma Omega Omega Omicron Omicron Phi Phi Phi Phi Phi Phi Phi Phi Phi Phi Phi Phi Phi Phi Phi Epsilon Phi Epsilon Phi Epsilon Phi Epsilon Phi Epsilon Phi Epsilon Phi Epsilon Phi Epsilon Phi Epsilon Phi Epsilon Phi Epsilon Phi Epsilon

Class Year 2007 2002 2010 1964 1991 2012 2009 2018 1989 2017 2012 2015 2005 2010 2014 2005 2004 2005 2010 1991 1960 1960 2013 1970 2007 1950 2009 2004 1983 2007 2014 1969 2008 1969 2011 2010 2003

Phi Epsilon Phi Epsilon Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Phi Lambda Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi

1978 2011 2006 2010 2018 1970 1973 1999 2007 2005 1984 1976 1981 1970 1993 2010 1988 1991 1989 1989 1977 1988 1961 1970 1990 1995

1978 2009 1986 1978 1981 2012 1981 2015 1988 2002 1978

2000 1957 1991 1987 1989 1992 1991 2003 2012 1971 1983 2010 1984 1993 2012

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1847 Pledge Donors Name John Spohn Joshua McWilliam Jay Webb John Leatherman Robert Land Russell Herman Jim Meade Sam Notaro Claudio Caballero James Monteleone Frank Harrington Klaus Ullmann John DAddieco Nolin Borrero Patrick Hughes Kyle Hollasch William Condosta John Schock Stephen Polzer Todd McMichael Larry Young Daniel Florencio Gary Mootz Nicholas Grassetti Edward Kosmowski Timothy Weinstein Christopher Donohue Charles Gowdy Brian Stafford James Hampson Ryan Vinson Geffrey Vitale Michael Fyrberg Eric Kenney James Pavlat Licinio Alves Gary Loeb Christopher Grace Evan Pressman Ryan Abraham Michael Burdick Oliver Lizotte Michael Medeiros Thomas Nogueira Quinn Perry James Phelan Quinn Perry Brandon Rubadou Dale Spencer Jaimes Spring Frank Arsenault Kevin Norcott William Evangelakos Robert Brackett John Zuena Michael Bush Nathan Fournier Anthony Richardson Raymond Stinson Bryan Hayes Matthew Giambrone Justin Ripley Joseph Pizzuto Joseph Pasquarelli Andres Pedraza Rayo Dennis Tappin Nicholas Moriarty Marc McCaige Derrick Anderson Evan Doyle Geoffrey McElroy Alexander Reeves Ron Herrera Christopher Hammers Eli Wolfang Betendafer Stumadov Joshua Brandt Christopher Jamieson Sean Donnelly Peter Tuma Steve Tressel Ryan Adams Burke Ryder John Sawchuk Edmund Hoi Alek Korzeniowski Corey Letcher

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Chapter Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Pi Kappa Pi Kappa Pi Kappa Pi Kappa Pi Sigma Pi Sigma Pi Sigma Pi Sigma Pi Sigma Pi Sigma Pi Sigma Pi Sigma Pi Sigma Pi Sigma Pi Sigma Pi Sigma Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Pi Tau Psi Psi Psi Psi

Class Year 1981 2002 1961 1988 1993 2006 1984 2010 1987 1989 1991 1997 1982 2007 2003 1997 1991 2004 1978 1985 1972 2011 1963 2012 1989 1993 2012 2011 2000 2012 2013 1997 1997 2003 1997 1985 1977 1995 1984 1998 1989 2016 2005 2005 2014 2007 2014 2012 2013 2013 2004 2001 2016 1983 1988 1987 2013 2009 1984 2000 2015 1999 2016 2013 2015 2001 2003 2005 1987 2013 2001 2013 1986 2007 2015 2013 2005 1997 2011 2013 2011 2010 2002 1971 2014 2012

Name David Fisher Alex Koppara Roman Lesko Jeremy Reiss Samuel Lundin Kevin Simonds Dean Hall Ethan Peck Joseph Spinelli Alexander Bowerman Matthew Escovar Joseph Mileo Alex Pruce Peter Galbo John Allen Andrew Shaughnessy Stanislav Dorokhov Changhao Yu Tristan Hemphill Rohit Khullar Benjamin Hennessy Thomas Roerden Joel Gehman Devin Gallagher William Gamber Michael Cross Neil Fonseca Peter Urian Maurice Ducoing Jesse Devinney Michael Xu Mark Schmitt Chase Mira John Doucette Eric Pearson Daniel Gustafson Xavier San Miguel Sydney Thai Christian Day John Baker Alan van den Arend Alan Danser Harrison Zipper Charles Norwesh Mark Miola James Hildreth Daniel Palmadesso Edward Mistretta Kenneth Burkhardt Edward Beebe Eric Hill Jeffrey Owens Akil Middleton Howard Madnick Eric Burger Thomas Popik Gregory Stewart Douglas Creager Obasi Onuoha Chip Whittemore Joshua Kramer James Madsen Daniel O’Donovan Alejandro Dos Reis Christopher Hunter Aaron VanDevender Charles Bachmeier Christopher Sklarin Christopher McKinney Bennett Wilson James Markiewicz William Kelleher Robert Tran Justin Kent Anthony Occidentale Gregory Grove David Newell Michael Heiman David Newell Laurent Charpentier Rory Pheiffer Benjamin Chrobot Phillip Cherner John Phillips Duane Horton Jared Bibler Matt Britz

Chapter Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Psi Epsilon Psi Epsilon Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Alpha

Class Year 2003 2017 2010 2003 2007 1993 1988 2009 2007 2009 2006 2017 2013 2013 1989 2010 2012 2009 2012 2014 2013 1983 1994 1996 2012 2008 2015 2003 2005 2011 1985 2008 1988 2010 2011 2006 2011 1967 1978 2010 1973 2010 1990 1989 1972 2006 1970 1967 1970 1985 1992 2008 1987 1984 1982 1986 2001 2017 2012 1996 1981 2015 2012 2018 2001 2018 1988 2017 1985 2015 2018 2000 2017 1992 2006 2005 2006 2009 2002 2015 2017 1985 1981 1996 1996

Name R. Winston Chris Rullan Erik Pearson Timothy Jenks Andrew Arends Abraham Meltzer Keith Brandner Maxwell Abram Justin Adams Carter Caldwell Robert Fuller Peter Haber Sean Berquist Brett Jensen Scott Timpe Boris Gutman Anthony Napolitano Raymond Eastwood Mavrick Goodrich Robert Cronyn Jeremy Freelove Jon English Richard Marrano Marc Teitelbaum Anthony Conrad Nils Berglund Colin Feehan David Busacca Duane Jaeger Gawin Pukchareon Neil Mawdsley Christian Nissen Edward Donofrio Douglas Donaldson Robert Kelley Michael Joyce Gerald Guilbeault Thomas Stevens Gerald Buckley Ronald Niederwerfer Kyle Fortin William Ruggles Charles Pedersen Phong Dang Sheldon Katz Todd Chandler Peter Slomianyj Earl Ott George Ohanesian Steven Voulgaris Christopher Arnold Cian Mulville Ronald Mott James Donald Bradley Macdonald Joseph Nicholson Harry Stiff Jeffrey Ball Chris Reid Tony Hodgson William McKnight Roderick Macdonald Brookhart Simmons Bo Thompson Jonathan Agresta Benjamin Daskal Robert Bosselman Craig Pomroy Scott Sherman Kip Schimmoeller Alexander Pietroski Mathew Miller Zac Boyd Robert Trombley Michael Berland John Schippel Kevin Ziegler Marshall Jones Michael Munoz Justin Rogers Daniel Sicular George Todoroff Nicholas Warminski Jason Hollingsworth

Chapter Rho Alpha Rho Alpha Rho Alpha Rho Alpha Rho Epsilon Rho Epsilon Sigma Sigma Sigma Sigma Sigma Epsilon Sigma Zeta Sigma Zeta Sigma Zeta Sigma Zeta Sigma Zeta Sigma Zeta Sigma Zeta Sigma Zeta Sigma Zeta Sigma Zeta Sigma Zeta Tau Tau Tau Tau Tau Tau Delta Tau Gamma Tau Gamma Tau Theta Tau Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Theta Eta Theta Eta Theta Omicron Theta Phi Theta Phi Theta Xi Theta Xi Theta Xi Theta Xi Theta Xi Theta Xi Theta Xi Theta Xi Upsilon Upsilon Upsilon Mu Upsilon Mu Upsilon Mu Upsilon Mu Upsilon Mu Xi Xi Xi Xi Xi Xi Xi Xi Xi Xi Xi Xi Xi Xi Xi

Class Year 1994 2013 2015 2013 1992 1988 2019 2009 1996 1985 2008 2008 2004 2007 2006 2005 1964 2008 1991 2003 2006 2015 2015 1972 1973 2003 1973 1999 2013 2012 1983 1972 1975 1973 1982 1969 1968 1975 2013 1974 1975 2008 1977 1992 1976 1985 1971 2016 2011 2014 1986 1982 1996 1979 1983 1979 2009 1983 1980 1983 2017 1999 2005 2007 1987 1996 1980 2018 2016 2016 2012 2007 2009 1956 2016 2013 2013 2018 2016 1978 2017 2010

ZY 2016-17 Zeta Psi Regional LTI Report During the 2016-17 academic year, the Zeta Psi Educational Foundation continued to provide extensive membership development training to its undergraduate members while laying the groundwork for the program’s future. Between September 2016 and April 2017, the Regional Leadership Training Institute reached 538 members through eight events that spanned three countries.

While total attendance is down due to fewer events, average attendance continues its five-year upward trend. This is what we would like for the future of the Regional LTI program: well-attended professional development events in various geographical areas that are delivered as part of a holistic membership education experience.

Attendance The 2016-17 regional LTI schedule consisted of eight LTIs in three countries. A total of 538 active brothers from 43 active chapters and colonies attended a regional LTI this year. LTI events this year maintained an average attendance of 67.25 brothers, the highest total ever for the LTI program. The drop in total attendance is attributable to a streamlined event calendar, ensuring that all Regional LTIs are equipped with the appropriate budgetary and volunteer support. The graphs below detail the five-year growth trend in detail.

In addition to the regional LTI program, the Risk Management 101 program saw 860 members complete the course, including each of the current chapter presidents. Since the inception of the e-learning course, 99.5% of Zeta Psi’s new initiates have successfully completed the program.

Attendees Per LTI 120 100 80 60 40 20 0

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For the 2017-18 academic year, the LTI program aims to overhaul the entire Regional LTI format by moving away from low quality venues and hotels towards higher-end meeting 80 12 800 facilities. We also will be presenting a more polished final 70 700 10 product. As we move forward, Zetes should expect each 60 600 8 Regional LTI to be held at a professional conferencing facility 2012-13 50 500 2013-14 40 with modern amenities and quality catering. Zetes should 400 6 2014-15 2015-16 30 300 also expect to hear more from campus and community 4 2016-17 20 200 experts as the program will work to expand partnerships 2 10 100 with local organizations in each region. Finally, Zetes 0 0 0 can expect Regional LTIs to become gathering places for Total Sessions Average Attendance Total Attendance both active and elder members of the fraternity. The Regional LTI program will select locations with strong elder presences, and will invite all local elders to participate in the final portion of each Regional LTI. This collaboration between actives and elders will help strengthen the bonds between them in each region and lead to a more productive relationship for all. Finally, each Regional LTI will be immediately followed by a networking reception where Zetes can gain professional insights and opportunities from other Zetes.

To balance the budget, lodging stipends to chapters will be greatly diminished or eliminated entirely. This will eliminate the behavioral issues that have plagued some events over the years and ensure that all undergraduates in attendance are required to make a small personal investment in these events. While funding for lodging will be a new expense for the chapter, moving the events to major urban centers should allow for undergraduates to stay with family or elders in these cities. Active chapters are also encouraged to approach their elder chapter for assistance with lodging should they be unable to secure accommodations of their own. Overall, this will bring the Regional LTI program in line with the professional quality of the International Convention, the Kirby Presidents Conference and our digital offerings.

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CUMULATIVE GIVING CLUB FOOTNOTES Zeta Psi Thanks Our Valued Donors for Supporting our Programs

Founder’s Circle $100,000 Order of the Escutcheon $50,000 1847 Society $25,000 Order of the Five Pointed Star $10,000 Phi Alpha’s Council $5,000 Golden Circle $2,500 Silver Circle $1,000 Comstock Associates $500 Red Motley Leadership Club $250 Century Club $100 Z4L indicates those brothers who are Zete4Life members.

Bolded names indicate members of The Zeta Psi Heritage Society Donations received June 1, 2016 to May 31, 2017

ΖΨ ΖΨ ΖΨ

2017-2018 Supporters of Zeta Psi by Chapter

Alpha (Columbia) The Golden Circle William Tietjen 1984 Michael Mayer 1991 Michael Pomeroy 2002 The Silver Circle Andrew Werden 1988 Ernesto Larios 2001

Alpha Beta (Minnesota) Founder’s Circle Alan H. Rice 1950 The 1847 Society Carl A. Kuhrmeyer 1949 The Golden Circle Donald B. Bonstrom 1951 Jeffrey Scott 1968 The Silver Circle Peter Torvik Sr. 1960 Dr. John LaLonde MD 1960 Wayne Toenjes 1972 The Comstock Associates Richard j. Gapinski 1956 Roger Ruckert 1979 The Red Motley Leadership Club Ronald M. Jacobson 1960 The Century Club Bruce Boyd 1981 Alpha Epsilon (Illinois) The Order of the Escutcheon Theodore “Dick” Brickman Jr. 1955 The Golden Circle David R. Denis 1945 Ivar Nelson 1952 Dr. Richard Morse 1964 The Silver Circle Brant Davis 2008 Bruce F. Brantingham 1956 Charles H. Lindrooth 1956 Ronald Anderson 1974 Carl Palczewski 1975 Martin Weinberger 1988 John Surufka 2013 Timothee Bouhour 2013 Z4L The Comstock Associates Donald Edwards 1952 Robert Patha 1966 James Hastings 1997 Benjamin Heck 2008 Z4L The Red Motley Leadership Club Timothy Harker 2012 Timothy Schmidt 1989 Conor Desmond 2009 Z4L Timothy Harker 2012 Alpha Mu (Dalhousie) The Comstock Associates Thomas McNair 2015 Z4L The Century Club Evan Hallward 2014 Z4L Alpha Nu (Claremont) The Order of the Escutcheon MacLane Key Esq 1996 Z4L The Silver Circle Daniel Byun 1997 Alpha Omega (Villanova) The Silver Circle Joseph Croasdale 1985 Alpha Pi (Virginia Tech) The Golden Circle Robert Kackley 1987 The Silver Circle Robert Clements 1984 Brian Grozdanoff 1996 The Comstock Associates Robert Rando 1988

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Alpha Psi (McGill) Kyle Gardner 2015 Z4L Alex Massi 2017 Z4L Lambert Lefebvre 2017 Z4L Michael Fishman 2017 Z4L The Golden Circle Barth H. Gillan CXXXV 1985 Z4L Stephen Poole 1984 Simon Wignall 2000 Z4L Christopher Campbell 2001 Z4L The Silver Circle Larry Crossan 1981 Z4L James Madon 1984 Z4L The Comstock Associates

Anthony Zitzmann 1990 Z4L Charles Madon 2006 Z4L Michael Szpejda 2008 Z4L David Fortin 2011 Z4L John Hopkins-Hill 2016 Z4L Alec Humes 2005 The Red Motley Leadership Club Adam Weryha 2010 Wayne Burke 2010 Sean Finnell 2015 Z4L Lucas Sawatzky 2009 Joseph Feldman 2010 The Century Club Matthew Tucci 2014 Z4L James Trimble 2008 Alpha Theta (Waterloo) The Comstock Associates Jeff Cremasco 2005 Z4L Michael Ruth 2005 William Evans 2008 Z4L Beta (Virginia) The 1847 Society Thomas Buchanan 1976 The Phi Alpha’s Council Dr. George Holcomb III 1976 The Golden Circle C. Bill Jones 1972 S. Zachary Young 1972 W. Hampton Morris 1973 Stephen Busch 1977 The Silver Circle Frank McLaughlin Jr. 1959 William Dordelman 1962 Nicholas Jalowski 1977 The Century Club Madison Wootton 1993 Beta Sigma (Georgia) The Comstock Associates Austin Carson 2009 Z4L Beta Tau (Tulane) James Cornblatt 2002 Z4L William Stafford 2005 Z4L The 1847 Society Stephen Halperin 1984 Z4L The Phi Alpha’s Council Donald Peters Jr. 1981 The Golden Circle Ozgur Karaosmanoglu 1984 Corey Dunbar Esq 2002 Z4L William Woldenberg 2007 Z4L Andrew Brain 2013 Z4L The Silver Circle James Eide 2014 David Nettle 1990 Aaron Ronksley 2007 Z4L Drake Bathke 2008 Z4L The Comstock Associates Kurt Koenigsberger 1994 Ross Capdeville Sr. 2000 Z4L Christopher Bond 2005 Z4L Jay Leblang 2013 Z4L The Red Motley Leadership Club Caleb Hogan 2011 Chi (Colby) The Order of the Five-Pointed Star Henry Goldman 1975 The Silver Circle LTC John Stevens 1942 Eric Meindl 1967 Lucien Champagne 1967 Robert Glaser 1980 The Century Club Stephen Ford 1968 Chi Gamma (Calgary) The Golden Circle Lorne Sobczyk 2008 Z4L The Comstock Associates Vinay Bharadwa 1983 The Comstock Associates Brian McCready 1999 The Red Motley Leadership Club David Lazarenko 2005 Z4L Delta (Rutgers) Robert Downey 1984 The Order of the Escutcheon Tim J. Trankina 1984 The 1847 Society K. Deane Reade 1963

James Terlizzi 1985 The Golden Circle Ferdinand Van Deursen 1954 Franklin Magin Jr. 1957 Gary Christ 1967 Douglas Clark 1984 Jon Yedvab 1987 Z4L The Silver Circle Chris Lydle 1994 Z4L Walter Szymanski Jr. 1963 John Bush Jr. 1970 William Cahill 1971 Rory Rickwood 1973 Daniel Davies 1981 Zoran Petrov 2001 The Comstock Associates Dr. Robert Williams Jr. 1943 Dr. Gregory Ladas MD 1963 John Dziczek Jr. 1971 Daniel Dow CPA CIA 1981 Christopher Heiser CFP 1993 The Red Motley Leadership Club David Cook 2003 Delta Chi (American) Sean McAnulty 2013 Z4L The Order of the Escutcheon Jay L. Rothberg CXVIX 1969 Z4L The Silver Circle Zachary Meunier 2010 Z4L Edward Wells 2012 Z4L Matthew Carnovale 2012 Z4L Yaniv Nahon 2012 Z4L The Comstock Associates William Brooks 1999 Brian Mittleberg 2012 Z4L Christopher Conway 2012 The Red Motley Leadership Club Dylan Hughes 2014 Z4L The Century Club Thomas Florczak 2017 Epsilon (Brown) The Golden Circle Conrad Herrmann 1982 Mark Cunningham 1984 The Silver Circle James Goodwillie Jr. 1970 Andrew Chlebus 1971 Christopher Strong 1971 Eta (Yale) The Order of the Escutcheon Edison W. Dick Esq CXIV 1959 The Order of the Five-Pointed Star David Weild III 1952 The Phi Alpha’s Council T. Howard Stick 1960 The Silver Circle Dr. George Watson III 1953 James Johnstone 1955 Gordon Gerson 1958 Arthur Draper Jr. 1965 Bryan Whalen 1997 Ben Grover 2003 Z4L The Comstock Associates A. James Bates 1952 Robert Kipka 1955 Erich Cluxton 1965 The Red Motley Leadership Club Paul Staelin 1993 Friends The Comstock Associates Ned Kirklin The Red Motley Leadership Club Ann Freiman Z4L Rebecca Napolitano Z4L Gamma (Syracuse) The Order of the Five-Pointed Star William Young (dec’d.) 1960 Robert Lugari 1985 The Phi Alpha’s Council James Miller 1949 Lawrence Baum 1987 The Golden Circle Anthony Breslin Sr. 1949 Vincent Cole 1978 Martin Brezner 1981 Kevin Fillip 1982 Alfred Miesemer 1983 Dr. Kevin Lastorino DDS JD 1983 George Tracy 1985 Robert Heitsenrether 1985

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Stanley Gorski Jr. 1986 The Silver Circle Ira Berkowitz 1982 The Comstock Associates James Doolittle 1966 Jonathan Perkins 1979 Dr. Robert Hickey MD 1983 The Red Motley Leadership Club Kenneth Knabe 1961 The Century Club Randall Schein 1980 Gamma Epsilon (Georgetown) The Comstock Associates Michael Kiritsy 2012 Z4L Joseph Gowen 2015 The Red Motley Leadership Club Conor Bennett 2012 Z4L Iota (UC Berkeley) The Order of the Five-Pointed Star William Floyd Jr. 1956 The Phi Alpha’s Council Frederick Duhring 1944 Peter Newell 1955 Raymond Pounds 1972 The Golden Circle James Gallinatti 1952 Z4L Minton Newell 1960 Joseph Gorman Jr. 1961 The Silver Circle Ronald Witter 1953 William Haines Jr. 1959 Drew Robarts 1960 Anthony Andrews 1963 Terence Healey 1987 The Comstock Associates Andrew Dellenbach 1991 Iota Alpha (Texas) The Order of the Escutcheon Andrew Nunez CXXXIV 1994 The 1847 Society M. David Hunter CXXX 1980 The Golden Circle Clay Albers 2002 Z4L Paul Blinn 1984 The Silver Circle Matthew Stoops 1997 Z4L Alex Morolez 1997 Z4L Dustin Durst 2002 Thomas Stell 2012 Z4L The Comstock Associates Timothy Pino 2011 Hamilton White 2011 Z4L The Red Motley Leadership Club Thomas Morton 1988 S. Jay Maguire II 1992 The Century Club Gavin Whitlock 2011 Kappa (Tufts) The 1847 Society John Doyle 1976 The Order of the Five-Pointed Star Joshua Hart 1979 The Phi Alpha’s Council Jonathan Curtis 1969 Michael Del Giudice 1982 The Golden Circle Norman Wright 1957 Gary Older 1975 The Silver Circle Paul Murphy 1952 Dr. James Poulos MD 1959 Lee West 1975 William Loughlin Jr. 1978 Philip Swain Jr. 1981 Steven Sorrel 1985 The Comstock Associates James Studdiford 1951 Robert Hook 1952 The Red Motley Leadership Club Gary Fradkin 1971 Kappa Phi (Cooper Union) The Golden Circle Jeffrey Hersch 1987 Donald Rotunno 1991 The Silver Circle John Barkaus 1988 The Comstock Associates Scott Lyne 1992 Z4L Theodore Dezvane 1992

Lambda (Bowdoin) The Silver Circle Arya Amirshahi 1990 The Comstock Associates Dr. Edward Woods DMD 1943 Albert Marshall 1956 Kevin Foster 1992 The Red Motley Leadership Club Hubert Shaw Jr. 1965 Christopher Jackman 1990 Mu (Stanford) Founder’s Circle Dr. Leslie Hilger Jr. 1965 The Phi Alpha’s Council Eric Wente 1973 The Golden Circle Edward Culin 1950 Kingston McKee 1953 Z4L Richard Gould 1959 John Wall Jr. 1981 The Silver Circle Dr. Warren Cutting 1950 Timothy Devine 1957 Richard Raimondi 1974 The Comstock Associates Curt Brohard 1974 Mu Pi (Binghamton) The Century Club Robert Ayars 2013 Mu Theta (Alberta) The Silver Circle Timothy DesRoches 2008 Z4L Ryan Spotowski 2009 Z4L The Comstock Associates Donald Moses 2011 The Century Club Maxwell Anderson 2015 Z4L Nu (Case Western) Eric Nied 2011 John Kilbane 2018 Z4L The 1847 Society Bruce Eckstein 1960 Z4L Ronald Miller PE 1969 The Order of the Five-Pointed Star Paul Neri 1980 Ronald Cass 1984 Z4L The Phi Alpha’s Council Burton Judson Jr. 1961 The Golden Circle Philip Osborn 1960, dec’d Thomas Van Denberg II 1971 Gary Kelley 1979 Thomas Meder 1979 The Silver Circle Jack Mowry 1954 Dr. Charles Radke PhD 1955 Wesley Senseman 1959 Charles Stephan 1961 Lloyd Stettler 1962 Warner Luoma 1964 Andrew Schroter 1972 Dr. Valentine Matula 1979 Gregory Rogers 1980 Robert Snyder 1985 Michael Krejsa 1987 Guy Danner 1988 Z4L Manuel Kanter 1994 Trevor Ilse 2007 Z4L The Comstock Associates Jonathan Pastor 2000 Z4L Christopher Prengaman 2006 Z4L Benjamin Meck 2009 Z4L Jacob Sullivan 2014 Z4L Lawrence Wiley 1959 Benjamin Kupka 1973 Franklin Mayse 2007 Z4L The Red Motley Leadership Club Charles Huddleston II 2009 Z4L James Wickert 1950 Michael Szugye Jr. 2005 Nicholas Tomko 2005 The Century Club Damon Bosetti 2006 Nu Delta (Marist) The Silver Circle John Maiale 2005 Z4L The Red Motley Leadership Club John Gray 2003 Z4L Isaiah Miller 2014 Z4L Jonathan Avila 2015 The Century Club Charles Harrison 2016 Christos Pietris 2015

Nu Sigma (Seton Hall) Blake Willis 2015 Daniel Clark 2016 Jeffrey Leach 2016 The Golden Circle Fr. Edmund Luciano III 2005 Tyler Boisvert 2010 Z4L The Silver Circle Jonathan Ernesto 2004 Peter Kern 2005 Z4L The Century Club Darion Smalls 2011 Z4L Omega (Northwestern) The 1847 Society RADM James J. Carey USN (Ret.) CXXIV 1960 Z4L The Order of the Five-Pointed Star Lee Stiles Jr. 1948 Robert Rehak 1971 The Phi Alpha’s Council Dr. William Sandberg Ph.D. 1970 The Golden Circle James Cloonan 1952 John Broan 1957 John Champlin 1967 Phillip Zee 1984 Cmdr. Steven Michaels MSEE 1991 The Silver Circle Richard Kann 1960 Joel Metter 1970 The Comstock Associates David Beach 1961 The Red Motley Leadership Club Wayne Butterfield 1951 Richard Borso 1968 Omicron (Nebraska Wesleyan) Charles Greenslit 1916 The Order of the Escutcheon Robert Busteed 1960 The Golden Circle Kraig Prange 1993 The Silver Circle Charles Greenslit 1943 Dr. Paul Davidson 1958 Harry Garrett 1959 Larry Ewer 1962 Brian Ridder 1990 Douglas Kosmicki 1996 Jeffrey Hibbeler 1996 The Comstock Associates J. Norval Eberspacher 1957 The Red Motley Leadership Club Earl Veskerna 1949 Gary Tekolste 1982 Omicron Epsilon (Princeton) The 1847 Society Douglas Boothe 1960 The Golden Circle David Holland 1985 Edward Deutsch 1991 Phi (NYU) John Cintolo 2012 Z4L William Pilavas 2014 Z4L Sergio Lira 2014 Z4L The Order of the Escutcheon Gregory E. McElroy CXXXI 1970 Z4L The Order of the Five-Pointed Star D. Gary Soya 1983 Franklin White 1950 Robert Pirraglia 1969 Stuart Moy 1981 Phillip Gass 2000 The Phi Alpha’s Council Richard Frodsham 1962 William Reiner 1969 The Golden Circle Charles Krug 1953 Walter Scott Jr. 1953 John Perides 1969 Barry Wadler 1983 The Silver Circle Alexander Sharif 2009 LeRoy Kelley 1948 John Haldenwang 1951 Richard Hines 1956 Michael Maloney 1989 Aaron Garcia 2008 Z4L Robert Boyle III 2008 Z4L Janis Kopans 2011 Z4L The Comstock Associates Edgar Castillo 2009 Z4L Travis Owen 2014 Z4L William Klueber Jr. 1957 Anthony Abbate 2007 Z4L

Patrick Cirella 2009 Edgar Camacho 2011 Z4L Michael Genett 2015 The Red Motley Leadership Club Christopher Bush CFA 2011 Z4L Phi Epsilon (Maryland) John Picard 2015 Scott Schill 2012 Z4L Founder’s Circle Michael J. Freiman CXXVII 1978 Z4L D. Stuart Bowers 1981 Z4L The 1847 Society Adam J. Fechter 1991 The Order of the Five-Pointed Star George D’Angelo 1978 John Failla 1978 The Phi Alpha’s Council Andrew O’Brien 2002 Z4L The Golden Circle Andrew Bridge 1978 Z4L David Lyons 1980 John Brady III 1985 David Fletcher 1986 Chad Tompkins 1988 Z4L Christopher Hutter 1989 The Silver Circle Steven Freiman 2011 Philip Aronson 1975 Z4L Kenneth Gerhart 1978 David Morris 1982 Christopher Gibbs 1985 Adrian Remsberg Jr. 1989 The Comstock Associates Dan Degginger 2008 Z4L Alan Dubin 1978 Z4L Scott Weinberg 2009 Z4L Thomas Parker 2009 Z4L Andrew Koines Jr. 2011 Z4L Michael Schwartz 2011 2nd Lieut. Gavriel Swerling 2011 Z4L The Red Motley Leadership Club Michael Sotak 2009 Z4L The Century Club Jason Nguyen 2009 Joseph Alessi 2011 Z4L Lucas Jennings 2015 Z4L John Sullivan 1984 Adam Freiman 2014 Louis Wolff 2014 Z4L Phi Lambda (Washington) The Order of the Escutcheon Les Mann III CXXXVI 1973 Z4L The 1847 Society Patrick M. Carney CXXII 1976 The Order of the Five-Pointed Star Alva Roberts III 1970 The Phi Alpha’s Council Richard Clark 1940 Richard Elliott 1958 The Golden Circle Thomas Carskadden 1957 Donald Leonardy 1960 Joseph Mullins Jr. 1960 Glen Ulmer 1972 Mark Anderson 1974 Michael Schonenberg 1981 The Silver Circle Harrison Smith 1971 Z4L Dudley Panchot 1951 Roger Fricke 1980 Jason Conley 1998 Z4L Sims McGrath III 2010 Z4L The Comstock Associates James Ochsner 1977 Gary Hall 1980 The Red Motley Leadership Club Rene Elamparo 2012 Pi (RPI) John Gerardi 1964 Josh McWilliam 2002 Z4L Founder’s Circle Dr. James J. Ljunglin CXXI 1957 The Order of the Escutcheon Allen H. Hobbs 1991 Edward Etess 1959 The 1847 Society Robert Leonard 1961 The Order of the Five-Pointed Star Hon. Arthur Gajarsa 1962 James Meade 1984 M. Lauck Walton CXXXIII 1984 Z4L The Phi Alpha’s Council Harvey Poppel Jr. 1958 The Golden Circle Robert Sendall 1959

Jay Webb 1961 Edward Kasold Jr. 1970 Z4L William Bourassa 1971 Frederick Tibbitts III 1991 Paul Pfleiderer PhD 1998 The Silver Circle Frank Barone PhD 1955 Z4L Wesley Hains 1962 Ronald Liberty 1964 John Stolzenthaler 1965 John Spohn 1981 Z4L Seth Goodman 1985 Lt. Col. Patrick Welch 1986 David Puleo 1987 Lt. Col. Eric Warner USAF 1989 Joseph Briggs 1997 The Comstock Associates James Cleary Jr. 1964 Peter Peta 1967 Daniel Markel 1986 The Red Motley Leadership Club Russell Herman 2006 The Century Club David Lohrman 1997 Pi Epsilon (Manitoba) The Comstock Associates Dr. Douglas DuVal MD 1975 Pi Kappa (Bloomsburg State) The Phi Alpha’s Council Michael Pillagalli 1971 The Silver Circle James Warnagiris 1970 Barry Swartz 1972 Timothy Wagner 1974 Robert Emert II 1983 The Comstock Associates Joseph Micko Jr. 1974 David Bilger CPA 1976 David Durante 1983 Jonathan Marks CPA 1988 Pi Sigma (Penn State) Christopher Tomkinson 1994 The Order of the Escutcheon Gary Mootz 1963 Z4L The 1847 Society Richard M. Breeswine 1987 The Phi Alpha’s Council Frank Miller 1958 The Golden Circle William Andres 1969 The Silver Circle Geffrey Vitale 1997 Z4L Edward Datemasch 1959 John Shrum 1961 Edmund Roberts 1963 Dr. David Miles 1967 Paul Campbell 1971 Paul Feigel 1974 Dr. Michael Christiansen DMD 1978 Eric Quedenfeld 1990 Brian Lomasky 1994 Daniel Florencio 2011 James Hampson 2012 Z4L The Comstock Associates Larry Thompson 1969 Dr. John Mellon EdD 1976 Stephen Miller 1993 Christopher Donohue 2012 Nicholas Grassetti 2012 The Century Club Brian Eaton 2006 Pi Tau (WPI) Quinn Perry 2014 Z4L The Phi Alpha’s Council Evan Pressman 1984 Z4L The Golden Circle Christopher Grace 1995 Z4L Christopher Jamieson 1997 Z4L Lt. Col. James Hiller 1985 Michael Bush 1987 Lucas Young 1993 James Pavlat 1997 Justin Ripley 1999 Z4L The Silver Circle Jason Kipp 1998 Z4L Geoffrey McElroy 2001 Z4L Anthony Richardson 2009 Z4L Michael Castonguay 1978 Geoffrey Zub 1996 Craig Howitt 1998 Kevin Norcott 2001 Z4L William Shaw III Esq. 2001 Z4L Nicholas Moriarty 2003 Z4L Joshua Brandt 2005 Z4L

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CUMULATIVE GIVING CLUB FOOTNOTES Zeta Psi Thanks Our Valued Donors for Supporting our Programs

Founder’s Circle $100,000 Order of the Escutcheon $50,000 1847 Society $25,000 Order of the Five Pointed Star $10,000 Phi Alpha’s Council $5,000 Golden Circle $2,500 Silver Circle $1,000 Comstock Associates $500 Red Motley Leadership Club $250 Century Club $100 Z4L indicates those brothers who are Zete4Life members.

Bolded names indicate members of The Zeta Psi Heritage Society Donations received June 1, 2016 to May 31, 2017

Matthew Houde 2005 Z4L Thomas Nogueira 2005 Z4L The Comstock Associates Christopher Gallagher 2003 Z4L Kyle Vander Poel 2005 Z4L Ryan Abraham 1998 Eric Kenney 2003 Frank Arsenault 2004 Z4L Sean Colella 2007 The Red Motley Leadership Club Dr. Bryan Hayes 2000 William Evangelakos 2016 The Century Club William Howe 2011 Z4L

Capt. David Newell 2006 The Century Club William Kelleher 2015 Z4L

Psi (Cornell) Founder’s Circle Dr. Kenneth Burkhardt Jr. 1967 The Order of the Escutcheon Thomas Roerden 1983 Z4L The Order of the Five-Pointed Star Robert Chaves 1963 William Lee Jr. 1970 The Phi Alpha’s Council Harry Copperthwaite 1969 Scott Pedersen 1990 Z4L The Golden Circle Herbert Ley Jr. 1954 James Lennon 1954 Robert Jewett 1961 Edward Beebe 1970 The Silver Circle William Gamber 2012 Z4L Gerard Lilly 1962 William Riley Jr. 1962 William Brothers Jr. 1967 Dr. Dennis Novak 1970 The Comstock Associates James Mueller 1961 Michael Haruk 1971 Howard Fries 1974 Z4L Simon Krieger 1976 Matthew Lowenbraun 2002 Benjamin Bissantz 2011 Tristan Hemphill 2012 Z4L Alexander Pruce 2013 Z4L The Red Motley Leadership Club Dr. John Sawchuk 1971 Jeremy Reiss 2003 The Century Club Justin Charles 2014 Z4L Daniel Kezerashvili 2015

Sigma Phi (Illinois - Chicago) The Phi Alpha’s Council Ronald Petri 1975 The Golden Circle Walter Walejeski Jr. 1975 The Golden Circle Peter Caboor 1982 The Silver Circle Steven Murphy 1970 The Comstock Associates Dr. Barry Gilbert PhD 1969 The Comstock Associates Kenneth Piwowar 1971

Psi Epsilon (Dartmouth) The Golden Circle Dr. Ray Keate 1976 Dr. David Springer 1979 James Maguire 1983 Bruce Voelker 1987 The Silver Circle Michael Salzhauer 1984 Benjamin Dean 1994 The Comstock Associates Thomas Oblak 1988 Psi Kappa (USC) The Red Motley Leadership Club Michael Kawada 1999 Rho (Middlebury) The Golden Circle Daniel Bailey III 1981 The Silver Circle Dr. Neil Savage PhD 1963 Jonathan Seamans 1983

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Rho Alpha (MIT) The Order of the Escutcheon Rev. Robert O’Donnell CSP 1985 Z4L The 1847 Society Dr. Eric W. Burger 1984 The Order of the Five-Pointed Star Dr. Daniel Wambold 1992 The Golden Circle C. Michael De Vegvar 1985 Roy Cantu 1993 The Silver Circle Allen Russell 1982 Ronald Westhauser 1982 James Markiewicz 1985 The Comstock Associates Akil Middleton 2008 Z4L Charles Barr 2013 Z4L Christopher Gerber 2013 Christopher Rullan 2013 Z4L The Red Motley Leadership Club

Sigma (Penn) The Silver Circle Richard Pearson 1950 Dr. Benjamin Allen 1952 George Gephart Jr. 1979 Sean Gallagher 1994 The Comstock Associates Gilbert Ahrens 1962 David L. Sims CXXIX 1976 McBee Butcher Jr. 1989

Sigma Zeta (UC Los Angeles) The 1847 Society Robert Lea 1964 Don Nelson CPA 1948 John Ellis 1981 The Order of the Five-Pointed Star Andrew L. Jones 2003 The Phi Alpha’s Council Lawrence Tannas Jr. 1959 William Schubert 1965 The Golden Circle Michael Denison 1969 Robert Cronyn 1990 The Silver Circle Edward Miller 1952 Anthony Napolitano 2005 Z4L Brandon Jang 2012 The Comstock Associates Hector Gutierrez-Medina 1978 Dylan Thomas 2004 Tau (Lafayette) Founder’s Circle William C. Buck 1950 S. Dillard Kirby 1981 The Order of the Five-Pointed Star Fritz Gebhard 1971 The Phi Alpha’s Council Dr. Robert Evans III 1978 Jefferson Kirby 1984 The Golden Circle Philip Schneider Jr. 1954 Joseph Drucker 1977 Roger Dinella 1984 The Silver Circle E. Hart Green III 1954 Hon. Gerald Escala 1957 Robert Beavins USNR(Ret.) 1958 Stephen Pryor 1971 N. Larry Berglund 1973 Dr. William Jantzen Jr. 1975 Dr. Robert Bailey Jr. 1976 Bruce Hartlein 1979 Randall McHugh 1985 William Magee Jr. 1985 Z4L Arthur Bell III 1987 Brian Wachelka 1993 Michael Zirinsky 1995 Trevor English 2001 The Comstock Associates Richard Rathemacher 1954 Richard Broders 1975 Philip Duvall 1981 Robert Thurber 1985 Tau Delta (Lehigh) Founder’s Circle David W. Busacca Esq CXXXII 1973 Z4L The Golden Circle Donald Vansyckel 1973 Mark Goehring 1976 The Silver Circle Arthur Cader 1962 Donald Mayer-Brown 1977 Thomas Smith 1978

The Comstock Associates George Kuczynski 1974 The Red Motley Leadership Club Caesar Gorski Jr. 1979 Stephen Politziner 1997 Tau Gamma (Purdue) Founder’s Circle Daniel King 2000 The 1847 Society R. Curtis Worsey 1980 John Long 1983 The Golden Circle John Simson 1976 Nathan Renie 1999 The Silver Circle Gawin Pukchareon 2013 Z4L Tau Theta (Ontario Tech) The Comstock Associates Anthony Aprile 2011 Z4L Tau Theta The Century Club Bradley Bolger 2014 Theta (Connecticut) Founder’s Circle Douglas P. Donaldson CXXIII 1972 The Order of the Escutcheon Peter Slomianyj 1976 The 1847 Society Steven Rogers 1973 Z4L John Stelmach 1975 The Order of the Five-Pointed Star Dr. Robert Kravecs Jr. 1977 Z4L The Phi Alpha’s Council William Ruggles 1974 The Golden Circle James Conklin 1970 The Silver Circle Dr. George Thomson 1963 Keith Nichols 1967 John Downey 1972 Michael Joyce 1973 Z4L Frank Lavieri 1982 Gerald Guilbeault 1982 The Comstock Associates Harvey Beinstein 1964 Elbert Smith 1965 William Dripchak Jr. 1970 Dr. Jeffrey Sager 1972 The Red Motley Leadership Club Russell Bowen 1964 Michael Frechette 1992 Z4L Theta Eta (Brock) The Red Motley Leadership Club Christopher Arnold 2011 Z4L Andrew Maxwell 2014 Steven Adkins 2014 Z4L Theta Omicron (Trinity) Brian Cronin 2016 Z4L Sean O’Keffe 2016 Z4L Timothy Blythman 2016 Z4L Theta Phi (Western) The 1847 Society James Donald 1982 Z4L The Golden Circle Tom Trimble 1983 Z4L The Red Motley Leadership Club Daniel Weryha 2013 Z4L Alexander Wijnbergen 2014 Z4L The Century Club Michael Ostrander 2014 Jonathan Wood 2011 Theta Psi (Queen’s) The Comstock Associates Alexander Martino 2011 Z4L The Red Motley Leadership Club Jeffrey Soehn 2011 Z4L The Century Club Ilan Bloom 2009 Z4L Theta Xi (Toronto) The Order of the Five-Pointed Star Tony Hodgson CPA CGA 1983 Z4L The Phi Alpha’s Council J. Corey Nicholson 1979 Z4L Robert Mather 1969 Simeon Brigden 1982 Z4L The Golden Circle William McNair 1977 Z4L

Cameron Wasdell 1983 Z4L H. David Stiff The Silver Circle Thomas Cowan 1978 Z4L Jeffrey Ball 1979 Z4L Roderick Macdonald 1983 Z4L Kevin Moher 1988 David Walker Jr. 1988 The Comstock Associates Douglas Maybank 1978 Gregory Cusimano 1979 Z4L The Red Motley Leadership Club Dr. David Schimmelpenninck van der Oye OSTJ 1979 Upsilon (North Carolina) The 1847 Society Earl Johnson Jr. 1954 The Golden Circle Dr. W. Clark Hargrove III 1969 The Silver Circle James Long 1962 Turner Bunn III 1963 James Barber 1967 James Black III 1968 John Wiggins III 1980 Richard Macon 1986 Joel Williams 1990 The Comstock Associates Hugh Hussey III 1972 Upsilon Mu (Massachusetts) The Order of the Escutcheon Dan Backer 1999 Z4L The Phi Alpha’s Council John Hendry 1977 The Golden Circle Dr. Robert Bosselman 1987 The Silver Circle CAPT Thomas Cahill USCG 1978 Thomas Chew Jr 1989 Xi (Michigan) The Order of the Five-Pointed Star Irwin Deister Jr. 1951 The Phi Alpha’s Council John Schippel 1956 Denton Hanford 1959 William Handorf 1966 Donald Canham 1970 The Silver Circle Dr. Jack Westman MD 1949 Richard Hamilton 1952 David Frayne 1955 John Lightfoot 1959 Michael Gillman 1961 Terry Blaney 1962 Donald Cebulski 1963 The Comstock Associates Frank Strother 1964 The Century Club David Morse 1964 Zeta (Williams) The Order of the Five-Pointed Star Dr. William Moore MD 1958 The Red Motley Leadership Club John McElroy III 1952

Annual Fund The Annual Fund provides direct operating support for the Zeta Psi Educational Foundation each year. Donations to the Annual Fund make an immediate and direct impact on our ability to conduct the LTI program at the International Convention. They also support chapter visits and regional work by IHQ staff members and provide desperately needed scholarships to students in need.

The Foundation supports the ZeteForward plan by helping to educate our members about having a healthier and safer collegiate experience. ZeteForward seeks to inform our members about the kinds of choices they may come up against when dealing with alcohol, hazing and sexual misconduct. Armed with this information, we hope they will make better choices on campus and in life. We believe that this improves the likelihood of keeping strong grades and staying on track to graduate with a clean disciplinary record. The Foundation looks to develop each brother’s character and intellect in a safe, supportive and fun environment. It’s your gifts that make this possible.

The cumulative giving lists on pages 9-11 recognize all of the Foundation members that supported Zeta Psi and any of our programs over the past year. The vast majority of these men do that by contributing to our annual direct mail campaign. Thank you to all of our generous supporters who have made supporting the Zeta Psi Educational Foundation a priority. We also want to thank you for continuing your support during the 2017-18 academic year and beyond. We could not do this important work without your gifts.

We’d like to thank the following for their efforts in putting this Annual Report together.

Max Anderson Editor in Chief

Ira Berkowitz and Monarch Communications Design and Production

Randy Schein Copy Editor

Les Mann Contributor

Will Woldenberg Contributor

Please continue to support the Zeta Psi Educational Foundation at www.zetapsi.org/donate/

Save The Date ZETA PSI EDUCATIONAL FOUNDATION Annual Meeting August 15th-19th, 2018 Hotel Ithaca Ithaca, NY

Brothers Alfred Miesemer, Stephen Haire, and Ira Berkowitz. Brother Haire was a recipient of Zeta Psi’s Little Brother scholarship program, which paid for the entirety of his convention fees.

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Financials YOUR SUPPORT IS PUT TO USE VERY WISELY!

Comparison of Zeta Psi Educational Foundation to other Fraternity Foundations (A comparison of publicly available data submitted to the Internal Revenue Service with Form 990.)

• Net Assets – Net assets reported ranked in the middle of the 54 Foundations analyzed. As a smaller fraternity, we are proud of the size and stature of the Foundation and our commitment to ongoing program support.

• Fundraising – Zeta Psi keeps fundraising expenses under control. Our fundraising expenses ranked in the top third (lowest to highest) of all Foundations that reported data. Our excellent fundraising efficiency (Expense to Annual Support) means that Zeta Psi spends little to raise each dollar – and therefore can put more dollars to work. The Zeta Psi Educational Foundation has consistently demonstrated excellent fundraising efficiency and regularly outperforms our peers.

• Programming – the Educational Foundation spent 66% of its expenses by delivering programs. This meets the recommended standard of spending towards programming and is well above the average percentage from all Foundations that reported data. The Zeta Psi Educational Foundation intends to increase the percentage of expenses going to services with your continued support.

2016-17 Performance Highlights • The Zeta Psi Educational Foundation increased its Leadership Training support through the Convention LTI program, the Regional LTI program and the Kirby Leadership Conference. The LTI program has dedicated staffing from Joseph Alessi, Director of Membership Education. All Zeta Psi IHQ staff participate in the LTI program.

• Net Assets increased by almost $800,000 due to favorable investment conditions.

• Our Investment Advisory Committee maintains the endowment funds at AllianceBernstein, a highly-regarded global asset management firm. Zeta Psi has adopted an investment policy that is divided between equities and debt instruments. The Committee, with the approval of the Board of Trustees, currently permits investments in equities up to 70% of the total portfolio.

100 90 80 70 60 50 40 30 20 10 0 7

rre nt Cu

20 1

16 20

20 15

20 14

20 13

20 12

11 20

0 20 1

20 0

9

Alternative Investments Stocks Real Asset Securities Bonds

20 08

Total Allocation (percent)

Historical Relationship Asset Allocation**

Periods ending June 30, 2017

Beginning Assets

Money Added/Withdrawn

Money Earned

Ending Assets

Return

Since Inception: Dec 16, 2008

$3,275,406

($144,459)

$3,501,030

$6,631,977

8.8%

• The Foundation has almost no liabilities. Every dollar is put to work for Zeta Psi.

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ZETA PSI EDUCATIONAL FOUNDATION Condensed Audit Results FOR THE YEARS ENDED MAY 31, 2017 AND 2016

ASSETS 2017 2016 Total Current Assets 125,726 114,567 Investments at Market Value 6,156,194 5,616,393 Total Property and Equipment 124,488 144,537 Other Assets Due from Zeta Psi Fraternity, Inc. 32,950 21,836 Pledges Receivable 1,234,956 1,025,081 Loan Receivable 21,245 27,409 Painting 5,000 5,000 Cash Surrender Value- Life Insurance Policies 293,187 281,690 Total Other Assets 1,587,338 1,361,016 Total Assets $ 7,993,746 $ 7,236,513 LIABILITIES AND NET ASSETS Current Liabilities 28,664 43,221 Unrestricted Net Assets 5,173,285 4,692,922 Temporarily Restricted Net Assets 1,840,427 1,611,495 Permanently Restricted Net Assets 951,370 888,876 Total Net Assets 7,965,082 7,193,292 Total Liabilities and Net Assets $ 7,993,746 $ 7,236,513

REVENUE 2017 2016 Net Investment Revenue (Loss) 579,712 (125,892) Contributions Annual Fund Major/Planned Gifts Capital Campaign Total Contributions

414,784 325,261 26,851 11,226 454,389 1,330,042 896,024 1,666,529

Other Revenues Headquarters Rental Income 16,800 15,600 Gain (Loss) on Currency Exchange 1,392 1,260 Total Revenue 1,493,928 1,557,497 EXPENSES Program Services 482,855 568,310 Management and General 148,828 159,940 Fundraising 90,456 126,533 Total Expenses 722,139 854,783 Change in Net Assets

771,789

702,714

Net Assets, Beginning of Year 7,193,292 6,490,578 Net Assets, End of Fiscal Year

$ 7,965,081

$ 7,193,292

Foundation members may request the complete audited financial statements by contacting the IHQ.

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Non-Profit Org U.S. Postage Paid W. Caldwell, NJ Permit #55

Board of Trustees

International Headquarters 15 South Henry St. Pearl River, NY 10965

Name and Chapter Les Mann, Washington ‘73 Stuart Bowers, Maryland ‘81 MacLane Key, Claremont ‘96 Ron Cass, Case Western Reserve ‘84 Will Woldenberg, Tulane ‘07 Edward Summers, Marist ‘04 Bill Ruggles, Connecticut ‘74 Edmund Luciano III, Seton Hall ‘05 Maurice Ducoing, Cornell ‘03 Jon Ernesto, Seton Hall ‘04 John Spohn, Rensselaer ‘81 James Donald, Western ‘82 Evan Pressman, Worcester Polytechnic ‘84

Position President

Corey Nicholson, Toronto ‘79

Foundation of Canada Rep.

Vice President Secretary Treasurer Trustee Trustee Trustee Trustee Trustee Trustee Trustee Trustee Trustee

Office: 845-735-1847 zetapsi.org

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