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Nonprofit · EIN 36-3554982

BETA ALPHA PSI NATIONAL COUNCIL

Tax-exempt · LAKEWOOD RCH, FL 34202

Financials

$375K$339K2022$451K$501K2023$622K$519K2024
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$622,465$518,745$103,720$567,410$21,016$546,394
April 30, 2024990$451,464$501,144-$49,680$347,412$23,391$324,021
April 30, 2023990$374,677$339,353$35,324$402,609$18,789$383,820
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$494,049
Membership dues
$139,915
Program service revenue
$118,167
Investment income
$5,823
Net income from sales of inventory
$4,426
Other revenue
$4,426

Expenses

Grants and similar amounts paid
$121,354
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$486
Travel
$15,413
Program services (functional)
$449,395
Management and general (functional)
$66,484
Fundraising (functional)
$2,866

Balance sheet and other

Total assets, start of year
$468,468
Total assets, end of year
$567,410
Total liabilities, end of year
$21,016
Net assets, end of year
$546,394
Net assets without donor restrictions
$546,394
Gross receipts
$622,465
Employees
0
Volunteers
24
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
PATRICIA POLIPRESIDENT
Trustee or director, Officer
3$0
RAYMOND ELSONPRESIDENT-ELECT
Trustee or director, Officer
3$0
MARK MYRINGPAST PRESIDENT
Trustee or director, Officer
3$0
KIMBERLY ELLISON-TAYLOROUTGOING PAST PRESIDENT
Trustee or director
2$0
EDDIE NABORSDIRECTOR OF ADMINISTRATION
Trustee or director
3$0
LEANNE LUTKUSPROFESSIONAL PARTNERS CHAIR
Trustee or director
3$0
KELLY RATHPROFESSIONAL CHAIR-ELECT
Trustee or director
3$0
JEREMY CARRINEOUTGOING PROFESSIONAL CHAIR
Trustee or director
2$0
SRIDHAR SUNDARAMDEAN REPRESENTATIVE
Trustee or director
3$0
AVNEET NAGRATHIRD YEAR CHAPTER ADVOCATE
Trustee or director
3$0
CONNIE MCKNIGHTTHIRD YEAR CHAPTER ADVOCATE
Trustee or director
3$0
JASON STANFIELDOUTGOING CHAPTER ADVOCATE
Trustee or director
2$0
FRED NGOUTGOING CHAPTER ADVOCATE
Trustee or director
2$0
RITA GRANTOUTGOING CHAPTER ADVOCATE
Trustee or director
3$0
MANGALA PRASETIAALUMNI REPRESENTATIVE
Trustee or director
3$0
7 more people on this return
NameTitleHours / weekCompensation
CHAD KELSEYALUMNI REPRESENTATIVE
Trustee or director
3$0
RILLEY RAMOSOUTGOING ALUMNI REPRESENTATIVE
Trustee or director
2$0
BAILEY MAXWELLAT-LARGE DIRECTOR
Trustee or director
2$0
REBECCA GOESSELOUTGOING AT-LARGE DIRECTOR
Trustee or director
3$0
DANIELLE BRADLEYAT-LARGE DIRECTOR - OPERATIONAL SUSTAINABILITY
Trustee or director
2$0
TERESA CONOVERDIRECTOR OF GLOBAL ACTIVITIES
Trustee or director
2$0
BRIAN MCGUIREINTERIM DIRECTOR OF ADMINISTRATION
Trustee or director
3$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)
11161 E STATE RD 70 SUITE 110-60, LAKEWOOD RCH, FL 34202-9407
In care of
% MARGARET FIORENTINO
Mailing address (990-N for 2007)
Department of Accounting, MTSU Box 50, Murfreesboro TN 37132
Principal officer (990 for 2024)
MARGARET FIORENTINO, 11161 E STATE RD 70 SUITE 110-608, LAKEWOOD RANCH, FL 34202
Principal officer (990-N for 2007)
G Robert Smith Jr, Department of Accounting, MTSU Box 50, Murfreesboro TN 37132
Signed the 990
MARGARET FIORENTINO, EXECUTIVE DIRECTOR
Phone
(919) 402-4044
Return prepared by
MAULDIN & JENKINS LLC

Mission

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 INFORMATION SYSTEMS. (CONTINUED AT SCHEDULE O)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.

990 for the year ended April 30, 2025

Program accomplishments

  • 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. 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. (CONTINUED AT SCHEDULE O)CANDIDATE PROGRAM, PROFESSIONAL, AND SERVICE ACTIVITIES PROVIDE NETWORKING OPPORTUNITIES 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.ORGANIZATION AND PRESENTATION OF COMMUNITY SERVICE EVENTS, COMPETITIONS, MID-YEAR AND ANNUAL MEETINGS AND OTHER CHAPTER ACTIVITIES.
    Expenses $449,395 · grants $121,354 · revenue $122,593

What it must file and when

IRS records say it files Group return. Included in a group return filed by its parent. 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, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
36-3554982
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Exempt since
1974
Accounting year ends
April
Files
Group return
Assets (IRS master file)
$567,410
Income (IRS master file)
$622,465

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$622,465$518,745$567,410XML
990April 2024$451,464$501,144$347,412XML
990April 2023$374,677$339,353$402,609XML
990April 2022$243,888$246,647$328,875IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 2018–––IRS
990-N for 2007
Officer: G Robert Smith Jr
April 30, 2008≤ $50,000 receipts––e-Postcard

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 36-3554982).

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 36-3554982.
Is BETA ALPHA PSI NATIONAL COUNCIL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Which annual return does BETA ALPHA PSI NATIONAL COUNCIL file?
Form Group return. Included in a group return filed by its parent.
When is the next return of BETA ALPHA PSI NATIONAL COUNCIL due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. 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 for the year ended April 2025.
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 22 people; 0 received compensation from the organization.
How much revenue does BETA ALPHA PSI NATIONAL COUNCIL have?
On its 990 for the year ended April 30, 2025 it reported revenue of $622,465, expenses of $518,745 and total assets of $567,410 at year end.

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