2026-01-29T13:10:07+00:00 2025-04-30 580692043 Mauldin & Jenkins LLC 1401 Manatee Avenue West Suite 1200 Bradenton FL 34205 990 2024-05-01 237046830 National Council of Beta Alpha Psi NATI 9194024044 11161 E State Road 70 Suite 110-608 Lakewood Ranch FL 34202 Margaret Fiorentino Executive Director 9194024044 2026-01-29 false true Brian Carter P00536712 9417474483 2026-01-22 2024 2025-03-06 01:10:19Z Margaret Fiorentino 11161 E State Road 70 Suite 110-608 Lakewood Ranch FL 34202 1713931 false X www.bap.org X 1919 FL To inspire and support excellence for financial and business information students and professionals. 15 15 0 30 0 903209 974915 602025 686518 81381 52498 9349 0 1595964 1713931 238000 178250 0 302041 0 0 1588072 1133024 1826072 1613315 -230108 100616 2817643 3614072 374815 1070628 2442828 2543444 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 technology, and analytics providing opportunities for service, professional development, and interaction among members and financial professionals; and fostering lifelong ethical, social, and public responsibilities. false false 1068869 178250 686518 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. 1068869 true true false false false false false false false false true false false false false true true false false false true true false false false false false true true true false false false false false false false false false false false false false false false false false false false false true 4 0 true 0 false false false false false false false false X 15 15 false false true false true true false true true false true true true true true true true true false false false false CA NY X X Margaret Fiorentino 9194024044 11161 E State Road 70 Suite 110-60 Lakewood Ranch FL 34202 X Mark Myring Past President 3.0 X X 0 0 0 Patricia Poli President 3.0 X X 0 0 0 Raymond Elson President-elect 3.0 X X 0 0 0 Avneet Nagra Third year Chapter Advocate 3.0 X 0 0 0 Bailey Maxwell At-Large Director 2.0 X 0 0 0 Brian McGuire Interim Director of Administration 3.0 X 0 0 0 Chad Kelsey Alumni Representative 3.0 X 0 0 0 Connie McKnight Third year Chapter Advocate 3.0 X 0 0 0 Danielle Bradley At-Large Director - Operational Sustainability 2.0 X 0 0 0 Eddie Nabors Director of Administration 3.0 X 0 0 0 Fred Ng Outgoing Chapter Advocate 2.0 X 0 0 0 Jason Stanfield Outgoing Chapter Advocate 2.0 X 0 0 0 Jeremy Carrine Outgoing Professional Partners Chair 2.0 X 0 0 0 Kelly Rath Professional Partners Chair-elect 3.0 X 0 0 0 Kimberly Ellison-Taylor Outgoing Past President 2.0 X 0 0 0 Leanne Lutkus Professional Partners Chair 3.0 X 0 0 0 Mangala Prasetia Alumni Advocate 3.0 X 0 0 0 Rebecca Goessel Outgoing At-Large Director 3.0 X 0 0 0 Rilley Ramos Outgoing Alumni Advocate 2.0 X 0 0 0 Rita Grant Outgoing Chapter Advocate 3.0 X 0 0 0 Sridhar Sundaram Dean Representative 3.0 X 0 0 0 Teresa Conover Director of Global Activities 2.0 X 0 0 0 Margaret Fiorentino Executive Director 40.0 X 134868 0 0 Lisa Wicker Manager, Chapter Services 40.0 X 103794 0 0 238662 0 0 0 false false true 0 554606 420309 974915 Annual and Mid-Year Meetings 900099 565288 565288 Chapter Maintenance Fees 900099 121230 121230 0 0 0 0 686518 52498 52498 0 0 0 0 0 0 0 0 0 1713931 686518 0 52498 125850 125850 27650 27650 24750 24750 134868 80921 53947 136482 32521 103961 30691 12699 17992 170150 62550 107600 9805 9805 63343 1671 61672 0 13467 8650 4817 146436 1895 144541 58986 57092 1894 653602 632620 20982 3433 3433 Miscellaneous 10302 10302 Bad debt expense 3500 3500 0 0 0 0 1613315 1068869 544446 0 2425232 573954 250384 2793958 69837 47625 0 0 66182 195960 267563 264988 6008 2575 0 0 0 0 2817643 3614072 24068 651710 350747 418918 0 0 0 374815 1070628 X 2356523 2467289 86305 76155 2442828 2543444 2817643 3614072 100616 0 X X false true true false X 971689 975075 933807 903209 974915 4758695 175107 197772 424624 602025 686518 2086046 0 0 0 1146796 1172847 1358431 1505234 1661433 6844741 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6844741 12563 2994 31851 81381 52498 181287 0 12563 2994 31851 81381 52498 181287 0 5812 25176 21129 9349 0 61466 1165171 1201017 1411411 1595964 1713931 7087494 0.96575 0.9677 0.03 0.023 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS, COLUMN A - 5812.0, COLUMN B - 25176.0, COLUMN C - 21129.0, COLUMN D - 9349.0, COLUMN E - 0.0, COLUMN F - 61466.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 267563 264988 2575 2575 0 X 1713931 0 0 1713931 0 0 1713931 1613315 0 0 1613315 0 0 1613315 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Beta Alpha Psi is a not-for-profit organization exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and has been classified as a charitable organization that qualifies for the maximum charitable contribution deduction by donors. The Organization has no unrecognized tax benefits at April 30, 2025 and 2024. The Organization's federal income tax returns prior to fiscal year ended April 30, 2022 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, 2025 and 2024, the Organization did not incur any interest and penalties associated with tax matters. true East Asia and the Pacific 0 0 Grantmaking 27650 0 0 0 0 0 0 27650 0 27650 East Asia and the Pacific Chapter Support 7500 Wire Transfer East Asia and the Pacific Chapter Support 5250 Wire Transfer 2 0 false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Grants are given to 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. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual true Heart of Florida United Way 1940 Cannery Way Orlando FL 32804 590808854 501(c)(3) 60000 Community impact activity 1 0 Faculty Advisor Awards 4 20000 Hardship Member Scholarships 42 3150 Hardship Travel Stipends 9 4500 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Grants are given to 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. false false false false false false false false Margaret Fiorentino Executive Director 134868 0 0 0 0 0 0 0 0 0 134868 0 0 0 Lisa Wicker Manager, Chapter Services 103794 0 0 0 0 0 0 0 0 0 103794 0 0 0 Schedule J, Part III Compensation was paid by an unrelated organization, American Accounting Association, in the form of wages to the following recipients for services provided to the filing organization: Margaret Fiorentino - $134,868 Lisa Wicker - $103,794 Schedule J, Part II COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL NAME - MARGARET FIORENTINO, COMPENSATION FROM UNRELATED ORGANIZATION - 134868, NAME OF UNRELATED ORGANIZATION - AMERICAN ACCOUNTING ASSOCIATION, TYPE OF COMPENSATION - WAGES AND BENEFITS Schedule J, Part II COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL NAME - LISA WICKER, COMPENSATION FROM UNRELATED ORGANIZATION - 103794, NAME OF UNRELATED ORGANIZATION - AMERICAN ACCOUNTING ASSOCIATION, TYPE OF COMPENSATION - WAGES AND BENEFITS Form 990, Part VI, Line 4 Significant changes to organizational documents Effective May 1, 2024, the organization completed a domestication change, reincorporating in Florida and terminating its incorporation in North Carolina. All requisite documentation has been successfully filed with both state authorities to reflect this transition. Form 990, Part VI, Line 6 Classes of members or stockholders 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, Line 7a Members or stockholders electing members of governing body MEMBERS HAVE THE POWER TO VOTE TO APPROVE THE SLATE OF NOMINEES FOR THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE COMPLETED TAX RETURN WILL BE PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW AND DISCUSSION. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 18 How forms are made available to the public THE TAX RETURN IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION OFFICE. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE ORGANIZATION OFFICE UPON REQUEST. Form 990, Part XII, Line 2c Change of oversight process or selection process This process is unchanged from the prior year.