2025-01-13T01:27:25-06:00 2024-04-30 221478099 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2023-05-01 363554982 NATIONAL COUNCIL OF BETA ALPHA PSI GROUP RETURN NATI 9194024044 9009 TOWN CENTER PARKWAY LAKEWOOD RANCH FL 34202 MARGARET FIORENTINO EXECUTIVE DIRECTOR 9194024044 2025-01-13 1 0 LORI ROTHE YOKOBOSKY CPA P01273422 9732283500 2024-12-19 2023 2024-10-15 13:58:12Z X MARGARET FIORENTINO 9009 TOWN CENTER PARKWAY LAKEWOOD RANCH FL 34202 451464 1 0 2498 X N/A X 1919 PREMIER INTERNATIONAL HONOR ORGANIZATION FOR FINANCIAL INFORMATION STUDENTS AND PROFESSIONALS. 15 15 0 24 0 0 212466 264380 150092 171516 93 284 12026 15284 374677 451464 16250 113050 0 0 0 0 0 0 4413 323103 388094 339353 501144 35324 -49680 394672 347412 20971 23391 373701 324021 X NATIONAL COUNCIL OF BETA ALPHA PSI IS A STUDENT ORGANIZATION WHOSE PRIMARY PURPOSE IS TO GIVE ENCOURAGEMENT AND RECOGNITION TO SCHOLASTIC AND PROFESSIONAL EXCELLENCE IN THE FIELD OF ACCOUNTING FINANCE, BUSINESS ANALYTICS OR DIGITAL TECHNOLOGY. IT ALSO PROMOTES THE INTERACTION BETWEEN MEMBERS AND PROFESSIONALS IN ORDER TO ENCOURAGE THE STUDY AND PRACTICE OF ACCOUNTING FINANCE, BUSINESS ANALYTICS OR INFORMATION SYSTEMS, AND PROVIDE OPPORTUNITIES FOR SELF-DEVELOPMENT. 0 0 161612 82500 MEMBERS ORGANIZED,MANAGED AND PARTICIPATED IN ANNUAL AND REGIONAL MEETINGS IN THE ACCOUNTING INDUSTRY. PROFESSIONAL SPEAKERS FROM MANY ASPECTS OF BUSINESS SPEAK AND CPE CREDITS ARE OFFERED TO PROFESSIONALS ATTENDING THE EVENT, ENCOURAGING OUR MEMBERS TO PARTICIPATE IN MID-YEAR AND ANNUAL MEETINGS TO NETWORK WITH PROFESSIONALS FROM THE FINANCIAL SERVICES INDUSTRY. 113050 113050 EVENTS SERVE TO RECOGNIZE SUPERIOR STUDENTS IN THE COLLEGE OF BUSINESS THROUGH SCHOLARSHIPS FROM OUTSIDE SOURCES TO PROMOTE THE FINANCIAL SERVICES INDUSTRY. THIS ALSO SERVES AS A NETWORKING OPPORTUNITY WITH PROFESSIONALS IN THE BUSINESS FIELD. 21904 53496 CANDIDATE PROGRAM AND PROFESSIONAL AND SERVICE ACTIVITIES PROVIDE NETWORKING OPPORTURNITIES WITH FELLOW CLASSMATES AND PROFESSIONALS IN THE BUSINESS FIELD WHO WILL BE THEIR FUTURE COLLEAGUES. THE GOAL OF THESE PROGRAMS IS TO ENCOURAGE SCHOLASTIC AND PROFESSIONAL EXCELLENCE IN THE FIELD OF FINANCIAL SERVICES. 82902 50804 ORGANIZATION AND PRESENTATION OF COMMUNITY SERVICE EVENTS, COMPETITIONS, MID-YEAR AND ANNUAL MEETINGS AND OTHER CHAPTER ACTIVITIES. 82902 50804 379468 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 0 0 0 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 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 X MARGARET FIORENTINO 9194024938 220 LEIGH FARM ROAD DURHAM NC 27707 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 69697 124690 9074 60919 264380 PROFESSIONAL MEETINGS 900099 82500 82500 CARRER MIXER 900099 53496 53496 EMPLOYER'S NIGHT 900099 21680 21680 AWARDS REVENUE 900099 10760 10760 SEMESTER SOCIALS 900099 3080 3080 171516 284 284 15284 15284 15284 451464 186800 0 284 113050 113050 263 263 2821 2705 116 58491 54948 3543 1470 150 1320 2158 2158 103481 76794 26687 CHAPTER PROGRAM ACTIVIT 101142 31339 69803 CHAPTER MAINTENANCE 79239 64725 10364 4150 CHAPTER ACTIVITY 35757 35757 GRADUATION REGALIA 2308 2308 964 964 501144 379468 117263 4413 X 308145 274460 47104 37320 36511 31026 2391 2106 521 0 2500 394672 347412 20971 23391 20971 23391 X 373701 324021 373701 324021 394672 347412 -49680 0 X 0 0 0 X 386991 136814 97455 212466 264380 1098106 236488 134360 134362 150092 171516 826818 623479 271174 231817 362558 435896 1924924 0 0 0 1924924 379 339 93 93 284 1188 379 339 93 93 284 1188 19746 7729 11978 12026 15284 66763 643604 279242 243888 374677 451464 1992875 0.96590 0.96790 0.00060 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 19,246. 2020 AMOUNT: $ 7,729. 2021 AMOUNT: $ 11,978. 2022 AMOUNT: $ 12,026. 2023 AMOUNT: $ 15,284. SALE OF INVENTORY - 2019 AMOUNT: $ 500. 1 SCHOLARSHIP 112 113050 PART I, LINE 2: ALL CHAPTERS MONITOR THE USE OF FUNDS FORM 990, PART I, LINE 1: NATIONAL COUNCIL OF BETA ALPHA PSI IS A STUDENT ORGANIZATION WHOSE PRIMARY PURPOSE IS TO GIVE ENCOURAGEMENT AND RECOGNITION TO SCHOLASTIC AND PROFESSIONAL EXCELLENCE IN THE FIELD OF ACCOUNTING, FINANCE, BUSINESS ANALYTICS, AND INFORMATION SYSTEMS. IT ALSO PROMOTES THE INTERACTION BETWEEN MEMBERS AND PROFESSIONALS IN ORDER TO ENCOURAGE THE STUDY AND PRACTICE OF ACCOUNTING, FINANCE, BUSINESS ANALYTICS OR INFORMATION SYSTEMS, AND PROVIDE OPPORTUNITIES FOR SELF-DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE GROUP RETURN FOR THE NATIONAL COUNCIL OF BETA ALPHA PSI WILL BE PROVIDED TO THE ORGANIZATION'S GOVERNING BODY TO BE REVIEWED AND DISCUSSED. EACH CHAPTER'S TAX RETURN IS REVIEWED BY THE CHAPTER OFFICERS AND FACULTY ADVISOR BEFORE IT IS SUBMITTED TO THE NATIONAL COUNCIL. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS A GROUP RETURN FOR 12 CHAPTERS OF BETA ALPHA PSI, THE NATIONAL HONORARY ACCOUNTING SOCIETY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S NATIONAL OFFICE. FORM 990, PART VI: THE MAJORITY OF THE CHAPTERS ADOPT THE POLICIES AND PROCEDURES OF NATIONAL COUNCIL OF BETA ALPHA PSI. FORM 990, PART X: THE BEGINNING BALANCE SHEET FOR THE CURRENT YEAR DOES NOT AGREE WITH THE ENDING BALANCE SHEET FROM THE PRIOR YEAR'S FORM 990. THIS DIFFERENCE ARISES BECAUSE THE CHAPTERS WITH OVER $50,000 IN GROSS RECEIPTS VARY FROM YEAR TO YEAR. THE CHAPTERS INCLUDED IN THE GROUP RETURN FOR THE YEAR ENDED APRIL 30, 2024 ARE NOT THE SAME CHAPTERS RETURN INCLUDED IN THE PRIOR YEAR TAX RETURN. BETA ALPHA PSI ALPHA BETA CHAPTER UNIVERSITY OF ALABAMA BOX 870 TUSCALOOSA AL 35487 237352169 BETA BETA ALPHA PSI DELTA GAMMA CHAPTER UNIVERSITY OF SOUTH FLORIDA 4202 EAST FOWLER AVENUE BSN 3501 TAMPA FL 33620 237352221 BETA BETA ALPHA PSI GAMMA DELTA CHAPTER UNIVERSITY OF HOUSTON 4750 CALHOUN RD LEROY LUCILE MELCHER TX 772046283 237352229 BETA BETA ALPHA PSI GAMMA OMEGA CHAPTER CALIFORNIA STATE UNIVERSITY-LONG BEACH 1250 BELLFLOWER BOULEVARD LONG BEACH CA 90840 237352237 BETA BETA ALPHA PSI KAPPA ETA CHAPTER TEXAS STATE UNIVERSITY 601 UNIVERSITY MCCOY 431 SAN MARCOS TX 78666 912103208 BETA