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<p class="MsoNormal">Based on Dr. Cheryl Blaze’s recent meeting with an IRS representative, each chapter of Phi Zeta determines on its own whether its tax year runs from Jan to Dec (calendar tax year) or from July to June (academic tax year).
<b>According to past filings of Form 990N by current chapters, the following chapters are on record as following a
<u>July to June tax year</u></b>:<o:p></o:p></p>
<p class="MsoNormal">Alpha chapter – Cornell University<o:p></o:p></p>
<p class="MsoNormal">Beta chapter – University of Pennsylvania<o:p></o:p></p>
<p class="MsoNormal">Gamma chapter – Iowa State University<o:p></o:p></p>
<p class="MsoNormal">Delta chapter – Ohio State University<o:p></o:p></p>
<p class="MsoNormal">Epsilon chapter – Auburn University<o:p></o:p></p>
<p class="MsoNormal">Eta chapter – Texas A&M University<o:p></o:p></p>
<p class="MsoNormal">Theta chapter – Colorado State University<o:p></o:p></p>
<p class="MsoNormal">Iota chapter – Washington State University<o:p></o:p></p>
<p class="MsoNormal">Kappa chapter – University of Minnesota<o:p></o:p></p>
<p class="MsoNormal">Lambda chapter – University of California<o:p></o:p></p>
<p class="MsoNormal">Mu chapter – University of Illinois<o:p></o:p></p>
<p class="MsoNormal">Nu chapter – Oklahoma State University<o:p></o:p></p>
<p class="MsoNormal">Xi chapter – University of Georgia<o:p></o:p></p>
<p class="MsoNormal">Omicron chapter – Purdue University<o:p></o:p></p>
<p class="MsoNormal">Pi chapter – University of Missouri<o:p></o:p></p>
<p class="MsoNormal">Rho chapter – Tuskegee University<o:p></o:p></p>
<p class="MsoNormal">Sigma chapter – Kansas State University<o:p></o:p></p>
<p class="MsoNormal">Tau chapter – Louisiana State University<o:p></o:p></p>
<p class="MsoNormal">Upsilon chapter – University of Florida<o:p></o:p></p>
<p class="MsoNormal">Phi chapter – University of Tennessee<o:p></o:p></p>
<p class="MsoNormal">Chi chapter – Virginia Polytechnic Institute and State University<o:p></o:p></p>
<p class="MsoNormal">Psi chapter – North Carolina State University<o:p></o:p></p>
<p class="MsoNormal">Omega chapter – Mississippi State University<o:p></o:p></p>
<p class="MsoNormal">Alpha alpha chapter – University of Wisconsin<o:p></o:p></p>
<p class="MsoNormal">Alpha beta chapter – Tufts University<o:p></o:p></p>
<p class="MsoNormal">Alpha gamma chapter – Oregon State University<o:p></o:p></p>
<p class="MsoNormal">Alpha epsilon chapter – Western University of Health Sciences<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Chapters following a July to June tax year must file Form 990N (e-Postcard) sometime between July 1<sup>st</sup> and November 15<sup>th</sup>
<i>every</i> year to retain their tax-exempt status. Those following a calendar tax year must file between January 1<sup>st</sup> and May 15<sup>th</sup> .
<b>THE IRS WILL AUTO-REVOKE A CHAPTER’S TAX EXEMPT STATUS IF THEY FAIL TO FILE FOR THREE (3) YEARS IN A ROW.</b> A chapter HAS had its tax-exempt status revoked and must now reapply for this status. Other chapters are currently out of compliance and could
face auto-revocation. There is nothing the national chapter can do about this other than urge you to file Form 990N on time on a yearly basis. The process is simple and takes just a few minutes (see attached
<i>How to file with the IRS 2018.pdf</i>). If your chapter has not filed for the 2017 tax year, please do so NOW using the attached file
<i>Form 990N User Guide for eFiling</i>. If you still have questions, please contact me and I will try to help.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">My sincerest thanks to Dr. Blaze for taking on the task of IRS “wrangling”.
<span style="font-family:Wingdings">J</span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Dr. Missy Josephson<o:p></o:p></p>
<p class="MsoNormal">Secretary-Treasurer, Society of Phi Zeta<o:p></o:p></p>
<p class="MsoNormal">109 Greene Hall<o:p></o:p></p>
<p class="MsoNormal">Auburn University, AL 36849<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:josepem@auburn.edu">josepem@auburn.edu</a><o:p></o:p></p>
<p class="MsoNormal">Ph: (334) 844-5423 <o:p></o:p></p>
<p class="MsoNormal">FAX: (334) 844-4542<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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