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Nonprofit · EIN 23-7046830

BETA ALPHA PSI NATIONAL COUNCIL

Tax-exempt · BOWLING GREEN, KY 42101

Financials

$1.4M$1.6M2022$1.6M$1.8M2023$1.7M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of BETA ALPHA PSI NATIONAL COUNCIL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$1,713,931$1,613,315$100,616$3,614,072$1,070,628$2,543,444
April 30, 2024990$1,595,964$1,826,072-$230,108$2,817,643$374,815$2,442,828
April 30, 2023990$1,411,411$1,554,371-$142,960$3,144,578$471,642$2,672,936
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$974,915
Membership dues
$554,606
Program service revenue
$686,518
Investment income
$52,498
Other revenue
$0

Expenses

Grants and similar amounts paid
$178,250
Compensation of officers, directors and key employees
$134,868
Other salaries and wages
$136,482
Salaries, compensation and benefits (total)
$302,041
Professional fundraising fees
$0
Legal fees
$9,805
Travel
$58,986
Depreciation
$3,433
Program services (functional)
$1,068,869
Management and general (functional)
$544,446

Balance sheet and other

Total assets, start of year
$2,817,643
Total assets, end of year
$3,614,072
Total liabilities, end of year
$1,070,628
Net assets, end of year
$2,543,444
Land, buildings and equipment
$2,575
Net assets without donor restrictions
$2,467,289
Net assets with donor restrictions
$76,155
Gross receipts
$1,713,931
Employees
0
Volunteers
30
Year formed
1919
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Margaret FiorentinoExecutive Director
Officer
40$134,868
Lisa WickerManager, Chapter Services
Highest-paid employee
40$103,794
Mark MyringPast President
Trustee or director, Officer
3$0
Patricia PoliPresident
Trustee or director, Officer
3$0
Raymond ElsonPresident-elect
Trustee or director, Officer
3$0
Avneet NagraThird year Chapter Advocate
Trustee or director
3$0
Bailey MaxwellAt-Large Director
Trustee or director
2$0
Brian McGuireInterim Director of Administration
Trustee or director
3$0
Chad KelseyAlumni Representative
Trustee or director
3$0
Connie McKnightThird year Chapter Advocate
Trustee or director
3$0
Danielle BradleyAt-Large Director - Operational Sustainability
Trustee or director
2$0
Eddie NaborsDirector of Administration
Trustee or director
3$0
Fred NgOutgoing Chapter Advocate
Trustee or director
2$0
Jason StanfieldOutgoing Chapter Advocate
Trustee or director
2$0
Jeremy CarrineOutgoing Professional Partners Chair
Trustee or director
2$0
9 more people on this return
NameTitleHours / weekCompensation
Kelly RathProfessional Partners Chair-elect
Trustee or director
3$0
Kimberly Ellison-TaylorOutgoing Past President
Trustee or director
2$0
Leanne LutkusProfessional Partners Chair
Trustee or director
3$0
Mangala PrasetiaAlumni Advocate
Trustee or director
3$0
Rebecca GoesselOutgoing At-Large Director
Trustee or director
3$0
Rilley RamosOutgoing Alumni Advocate
Trustee or director
2$0
Rita GrantOutgoing Chapter Advocate
Trustee or director
3$0
Sridhar SundaramDean Representative
Trustee or director
3$0
Teresa ConoverDirector of Global Activities
Trustee or director
2$0
990 for the year ended April 30, 2024: 24 people
NameTitleHours / weekCompensation
DANIELLE BRADLEYAT-LARGE DIRECTOR - OPERATIONAL STABILITY
Trustee or director
2$0
EDDIE NABORSDIRECTOR OF ADMINIDTRATION
Trustee or director
3$0
FRED NGTHIRD YEAR CHAPTER ADVOCAT
Trustee or director
2$0
JAN TAYLOROUTGOING AICPA LIASON
Trustee or director
2$0
JASON STANFIELDTHIRD YEAR CHAPTER ADVOCAT
Trustee or director
2$0
JEREMY CARRINEPROFESSIONAL PARTNERS CHAIR
Trustee or director
3$0
JODI RYANOUTGOIG PROFESIONAL CHAIR
Trustee or director
2$0
KIMBERLY ELLISON-TAYLORPAST PRESIDENT
Trustee or director, Officer
3$0
LEANNE LUTKUSPROFESSIONAL PARTNERS CHAIR-ELECT
Trustee or director
3$0
LISA OWENS-JACKSONOUTGOING THIRD YEAR CHAPTER ADVOCATE
Trustee or director
2$0
MANGALA PRESETIAALUMNI ADVOCATE
Trustee or director
3$0
MARK JUDDOUTGOING THIRD YEAR CHAPTER ADVOCATE
Trustee or director
2$0
MARK MYRINGPRESIDENT
Trustee or director, Officer
3$0
MICHAEL MULLENOUTGOING AT-LARGE DIRECTOR - FINANC
Trustee or director
2$0
PATRICIA POLIPRESIDENT-ELECT
Trustee or director, Officer
3$0
RAYMOND ELSONOUTGOING DIRECTOR OF ADMINISTRATION
Trustee or director
2$0
REBECCA GOESSELOUTGOING AT-LARGE DIRECTOR - DIVERSITY, EQUITY & I
Trustee or director
2$0
REBECCA GOESSELAT-LARGE DIRECTOR - DEI
Trustee or director
3$0
RILLEY RAMOSALUMNI ADVOCATE
Trustee or director
3$0
RITA GRANTTHIRD YEAR CHAPTER ADVOCAT
Trustee or director
2$0
SCOTT MCQUILLANOUTGOING PAST PRESIDENT
Trustee or director
2$0
SRIDHAR SUNDARAMDEAN REPRESENTATIVE
Trustee or director
3$0
STEVEN MEZZIOOUTGOING AT-LARGE DIRECTOR - INNOVA
Trustee or director
2$0
TERESA CONOVERDIRECTOR OF GLOBAL ACTIVIT
Trustee or director
2$0
990 for the year ended April 30, 2023: 23 people
NameTitleHours / weekCompensation
BARBARA RITTEROUTGOING DEAN
Trustee or director
1$0
CASSY HENDERSONOUTGOING CHAPTER ADVOCATE
Trustee or director
2$0
DANIELLE BRADLEYAT-LARGE DIRECTOR - OPERATIONAL SUSTAINABILITY
Trustee or director
2$0
JAN TAYLORAICPA LIAISON
Trustee or director
2$0
JEREMY CARRINEPROFESSIONAL CHAIR-ELECT
Trustee or director
3$0
JODI RYANPROFESSIONAL PARTNERS CHAIR
Trustee or director
3$0
KIMBERLY ELLISON-TAYLORPRESIDENT
Trustee or director, Officer
3$0
LISA OWENS-JACKSONTHIRD YEAR CHAPTER ADVOCATE
Trustee or director
3$0
MANGALA PRESETIAALUMNI REPRESENTATIVE
Trustee or director
3$0
MARK JUDDTHIRD YEAR CHAPTER ADVOCATE
Trustee or director
3$0
MARK MYRINGPRESIDENT-ELECT
Trustee or director
3$0
MCKENZIE GRAVITTOUTGOING ALUMNI REPRESENTATIVE
Trustee or director
2$0
MICHAEL MULLINAT-LARGE DIRECTOR - FINANCE
Trustee or director
3$0
RAYMOND ELSONDIRECTOR OF ADMINISTRATION
Trustee or director
3$0
REBECCA GOESSELAT-LARGE DIRECTOR - DIVERSITY, EQUITY & INCLUSION
Trustee or director
3$0
RILLEY RAMOSALUMNI REPRESENTATIVE
Trustee or director
3$0
RITA GRANTOUTGOING PAST PRESIDENT
Trustee or director, Officer
2$0
SANDRA CEROLAOUTGONG CHAPTER ADVOCATE
Trustee or director
2$0
SCOTT MCQUILLANPAST PRESIDENT
Trustee or director, Officer
3$0
SRIDHAR SUNDARAMDEAN REPRESENTATIVE
Trustee or director
1$0
STEVEN MEZZIOAT-LARGE DIRECTOR - INNOVATION
Trustee or director
3$0
TERESA CONOVERDIRECTOR OF GLOBAL ACTIVITIES
Trustee or director
3$0
VALERIE WENDTOUTGOING PROFESSIONAL CHAIR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1906 COLLEGE HEIGHTS BLVD, BOWLING GREEN, KY 42101-1000
In care of
% MARGARET FIORENTINO
Mailing address (990-N for 2025)
1906 College Heights Blvd, Bowling Green KY 42101
Principal officer (990 for 2024)
Margaret Fiorentino, 11161 E State Road 70 Suite 110-608, Lakewood Ranch, FL 34202
Principal officer (990-N for 2025)
Heather Glass, 271 Hickory Heights Ct, Bowling Green KY 42104
Signed the 990
Margaret Fiorentino, Executive Director
Phone
(919) 402-4044
Return prepared by
Mauldin & Jenkins LLC

Mission

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.

990 for the year ended April 30, 2025

Program accomplishments

  • 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.
    Expenses $1,068,869 · grants $178,250 · revenue $686,518

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-N on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
23-7046830
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Group exemption
Exempt since
1974
Accounting year ends
April
Files
Form 990-N (e-Postcard)
Group exemption
2498 (303 member organizations)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: Heather Glass
April 30, 2026≤ $50,000 receipts––e-Postcard
990April 2025$1,713,931$1,613,315$3,614,072XML
990April 2024$1,595,964$1,826,072$2,817,643XML
990April 2023$1,411,411$1,554,371$3,144,578XML
990April 2022$1,201,017$847,283$3,196,369IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990-N for 2017
Officer: Katherine Kinkela
April 30, 2018≤ $50,000 receipts––e-Postcard
990April 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7046830).

Questions about BETA ALPHA PSI NATIONAL COUNCIL

What is the EIN of BETA ALPHA PSI NATIONAL COUNCIL?
The employer identification number (EIN) of BETA ALPHA PSI NATIONAL COUNCIL is 23-7046830.
Is BETA ALPHA PSI NATIONAL COUNCIL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to BETA ALPHA PSI NATIONAL COUNCIL tax-deductible?
Yes. It is listed in IRS Publication 78 (Group exemption).
Which annual return does BETA ALPHA PSI NATIONAL COUNCIL file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of BETA ALPHA PSI NATIONAL COUNCIL due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BETA ALPHA PSI NATIONAL COUNCIL last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended April 30, 2026.
Who is the principal officer of BETA ALPHA PSI NATIONAL COUNCIL?
The 990 for the year ended April 30, 2025 names Margaret Fiorentino.
Who are the officers and directors of BETA ALPHA PSI NATIONAL COUNCIL?
The 990 for the year ended April 30, 2025 lists 24 people; 2 received compensation from the organization, the highest $134,868 (Margaret Fiorentino, Executive Director).
How much revenue does BETA ALPHA PSI NATIONAL COUNCIL have?
On its 990 for the year ended April 30, 2025 it reported revenue of $1,713,931, expenses of $1,613,315 and total assets of $3,614,072 at year end.

Organizations in its group exemption (303)

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