2024-11-15T20:37:01-06:00 2024-04-30 221478099 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2023-05-01 237046830 NATIONAL COUNCIL OF BETA ALPHA PSI NATI 9194024044 9009 TOWN CENTER PARKWAY LAKEWOOD RANCH FL 34202 MARGARET FIORENTINO EXECUTIVE DIRECTOR 9194024044 2024-11-15 1 1 LORI ROTHE YOKOBOSKY CPA P01273422 9732283500 2024-11-14 2023 2024-10-15 13:58:12Z X MARGARET FIORENTINO 9009 TOWN CENTER PARKWAY LAKEWOOD RANCH FL 34202 1595964 0 X WWW.BAP.ORG X 1919 NC THE MISSION OF BETA ALPHA PSI, THE PREMIER INTERNATIONAL HONOR AND SERVICE ORGANIZATION FOR FINANCIAL AND BUSINESS INFORMATION STUDENTS AND PROFESSIONALS, IS TO INSPIRE AND SUPPORT EXCELLENCE BY:- ENCOURAGING THE STUDY AND PRACTICE OF ACCOUNTANCY, FINANCE, BUSINESS ANALYTICS OR DIGITAL TECHNOLOGY;- PROVIDING OPPORTUNITIES FOR SERVICE, PROFESSIONAL DEVELOPMENT, AND INTERACTION AMOUNT MEMBERS AND FINANCIAL PROFESSIONALS; AND- FOSTERING LIFELONG ETHICAL, SOCIAL, AND PUBLIC RESPONSIBILITIES. 15 15 0 24 0 0 933807 903209 424624 602025 31851 81381 21129 9349 1411411 1595964 257022 238000 0 0 0 0 0 0 0 1297349 1588072 1554371 1826072 -142960 -230108 3144578 2817643 471642 374815 2672936 2442828 X THE MISSION OF BETA ALPHA PSI, THE PREMIER INTERNATIONAL HONOR AND SERVICE ORGANIZATION FOR FINANCIAL AND BUSINESS INFORMATION STUDENTS AND PROFESSIONALS, IS TO INSPIRE AND SUPPORT EXCELLENCE BY:- ENCOURAGING THE STUDY AND PRACTICE OF ACCOUNTANCY, FINANCE, BUSINESS ANALYTICS OR DIGITAL TECHNOLOGY;- PROVIDING OPPORTUNITIES FOR SERVICE, PROFESSIONAL DEVELOPMENT, AND INTERACTION AMOUNT MEMBERS AND FINANCIAL PROFESSIONALS; AND- FOSTERING LIFELONG ETHICAL, SOCIAL, AND PUBLIC RESPONSIBILITIES. 0 0 1419866 253000 611374 LOCAL AND NATIONAL CHAPTERS PROVIDE ENCOURAGEMENT AND RECOGNITION TO MEMBERS FOR SCHOLASTIC AND PROFESSIONAL EXCELLENCE IN THE FIELD OF ACCOUNTING, FINANCE AND DATA ANALYTICS THROUGH VARIOUS AWARDS AND PROGRAMS. 1419866 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 1 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 X 15 15 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 NY NC CA X X MARGARET FIORENTINO 9194024044 9009 TOWN CENTER PARKWAY LAKEWOOD RANCH FL 34202 X DANIELLE BRADLEY AT-LARGE DIRECTOR - OPERATIONAL STABILITY 2.00 X 0 0 0 EDDIE NABORS DIRECTOR OF ADMINIDTRATION 3.00 X 0 0 0 FRED NG THIRD YEAR CHAPTER ADVOCAT 2.00 X 0 0 0 JAN TAYLOR OUTGOING AICPA LIASON 2.00 X 0 0 0 JASON STANFIELD THIRD YEAR CHAPTER ADVOCAT 2.00 X 0 0 0 JEREMY CARRINE PROFESSIONAL PARTNERS CHAIR 3.00 X 0 0 0 JODI RYAN OUTGOIG PROFESIONAL CHAIR 2.00 X 0 0 0 KIMBERLY ELLISON-TAYLOR PAST PRESIDENT 3.00 X X 0 0 0 LEANNE LUTKUS PROFESSIONAL PARTNERS CHAIR-ELECT 3.00 X 0 0 0 LISA OWENS-JACKSON OUTGOING THIRD YEAR CHAPTER ADVOCATE 2.00 X 0 0 0 MANGALA PRESETIA ALUMNI ADVOCATE 3.00 X 0 0 0 MARK JUDD OUTGOING THIRD YEAR CHAPTER ADVOCATE 2.00 X 0 0 0 MARK MYRING PRESIDENT 3.00 X X 0 0 0 MICHAEL MULLEN OUTGOING AT-LARGE DIRECTOR - FINANC 2.00 X 0 0 0 PATRICIA POLI PRESIDENT-ELECT 3.00 X X 0 0 0 RAYMOND ELSON OUTGOING DIRECTOR OF ADMINISTRATION 2.00 X 0 0 0 REBECCA GOESSEL OUTGOING AT-LARGE DIRECTOR - DIVERSITY, EQUITY & I 2.00 X 0 0 0 REBECCA GOESSEL AT-LARGE DIRECTOR - DEI 3.00 X 0 0 0 RILLEY RAMOS ALUMNI ADVOCATE 3.00 X 0 0 0 RITA GRANT THIRD YEAR CHAPTER ADVOCAT 2.00 X 0 0 0 SCOTT MCQUILLAN OUTGOING PAST PRESIDENT 2.00 X 0 0 0 SRIDHAR SUNDARAM DEAN REPRESENTATIVE 3.00 X 0 0 0 STEVEN MEZZIO OUTGOING AT-LARGE DIRECTOR - INNOVA 2.00 X 0 0 0 TERESA CONOVER DIRECTOR OF GLOBAL ACTIVIT 2.00 X 0 0 0 0 0 0 0 0 0 0 0 487000 416209 903209 ANNUAL STUDENT CONVENT 900099 339400 339400 ANNUAL CONFERENCE AND 900099 157820 157820 CHAPTER MAINTENANCE FE 900099 91805 91805 CHARTER AND PETITION F 900099 13000 13000 602025 81381 81381 9349 9349 9349 1595964 611374 0 81381 188050 188050 27750 27750 22200 22200 342508 110799 231709 118088 53102 64986 12474 683 11791 43354 20769 22585 29987 29987 34301 21319 12982 15228 9464 5764 4250 4250 51881 51881 REGIONAL MEETING 861845 861845 ANNUAL MEETING 69967 69967 4189 3931 258 1826072 1419866 406206 0 2732621 2425232 250206 250384 94260 69837 57233 66182 267563 261555 10258 6008 3144578 2817643 114327 24068 357315 350747 471642 374815 X 2506731 2356523 166205 86305 2672936 2442828 3144578 2817643 -230108 0 X 0 1 X 1 0 X 1048270 971689 975075 933807 903209 4832050 539640 175107 197772 424624 602025 1939168 1587910 1146796 1172847 1358431 1505234 6771218 0 0 0 6771218 31986 12563 2994 31851 81381 160775 31986 12563 2994 31851 81381 160775 3638 5812 25176 21129 9349 65104 1623534 1165171 1201017 1411411 1595964 6997097 0.96770 0.97670 0.02300 0.01460 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 3,638. 2020 AMOUNT: $ 5,812. 2021 AMOUNT: $ 25,176. 2022 AMOUNT: $ 21,129. 2023 AMOUNT: $ 9,349. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 267563 261555 6008 6008 X 1659436 63472 63472 1595964 0 1595964 1889544 63472 63472 1826072 0 1826072 PART X, LINE 2: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT APRIL 30, 2024 AND 2023. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS PRIOR TO FISCAL YEAR ENDED APRIL 30, 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. AS OF APRIL 30, 2024 AND 2023, THE ORGANIZATION DID NOT INCUR ANY INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS. 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 CHAPTER GRANT 22200 0 0 0 0 0 0 22200 0 22200 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CHAPTER SUPPORT 7150 WIRE 0 FMV EAST ASIA AND THE PACIFIC CHAPTER SUPPORT 6650 WIRE 0 FMV 2 0 0 0 0 0 0 1 UNITED WAY OF SOUTHERN NEVADA 5830 W FLAMINGO ROAD LAS VEGAS NV 89103 880071328 501(C)(3) 64000 0 BETA ALPHA PSI COMMUNITY IMPACT DAY 1 FACULTY ADVISOR AWARDS 4 20000 MEMBER SCHOLARSHIPS 32 4750 DEI GRANT 6 3000 PART I, LINE 2: THE GRANTS ARE GIVEN TO THE BETA ALPHA PSI CHAPTERS. THE FACULTY ADVISORS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS TO DETERMINE IF THE GRANTS ARE USED FOR THE PURPOSES FOR WHICH THEY WERE GIVEN. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF BETA ALPHA PSI SHALL BE LIMITED TO THOSE PERSONS WHO HAVE ACHIEVED SCHOLASTIC AND/OR PROFESSIONAL EXCELLENCE IN THE FIELDS OF ACCOUNTING, FINANCE OR DATA ANALYTICS. MEMBERSHIP SHALL CONSIST FOR FOUR CATEGORIES; STUDENT, FACULTY, ALUMNUS, AND HONORARY. STUDENTS WHO HAVE GRADUATED AND FACULTY WHO HAVE TERMINATED THEIR EMPLOYMENT SHALL BECOME ALUMNI MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE POWER TO VOTE TO APPROVE THE SLATE OF NOMINEES FOR THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED TAX RETURN WILL BE PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW AND DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO MONITOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND ANNUALLY SIGN A STATEMENT REGARDING THEIR COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 18 THE TAX RETURN IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION OFFICE AND IS POSTED ON THE WEBSITE, WWW.BAP.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE ORGANIZATION OFFICE UPON REQUEST.