NATIONAL COUNCIL OF BETA ALPHA PSI GROUP RETURN Charity Report

Public IRS 990 nonprofit record

NATIONAL COUNCIL OF BETA ALPHA PSI GROUP RETURN

EIN 36-3554982 · Student Sororities & Fraternities (B83)

What they do

PREMIER INTERNATIONAL HONOR ORGANIZATION for FINANCIAL INFORMATION STUDENTS and PROFESSIONALS.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. 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

72.20%of revenue went to mission work86.6% of expenses · Program services

0.46%of revenue went to fundraising0.6% of expenses

$83.34spent for every $100 of revenueRevenue covered expenses this year.

10.68%of revenue went to management and office costs12.8% of expenses

$1.09in assets for every $1 spent this yearSome assets cannot be spent right away.

79.4%of its money came from giftsOther money may come from services or investments.

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Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$622,465

Mission workProgram services$449,39572.20% of revenue86.6% of expenses

ManagementOffice and general costs$66,48410.68% of revenue12.8% of expenses

FundraisingAsking for donations$2,8660.46% of revenue0.6% of expenses

Revenue left after expensesReported annual surplus$103,72016.66% of revenueShown in gray on the chart

Total expenses$518,74583.34% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 86.6% mission · 12.8% management · 0.6% fundraisingTotal expenses: 83.34% of revenue

2023Expense mix: 75.7% mission · 23.4% management · 0.9% fundraisingTotal expenses: 111.00% of revenue

2022Expense mix: 68.5% mission · 30.3% management · 1.2% fundraisingTotal expenses: 90.57% of revenue

2021Expense mix: 78.9% mission · 20.8% management · 0.3% fundraisingTotal expenses: 101.13% of revenue

2020Expense mix: 79.2% mission · 20.8% management · 0.0% fundraisingTotal expenses: 61.09% of revenue

2019Expense mix: 81.2% mission · 16.9% management · 1.9% fundraisingTotal expenses: 95.49% of revenue

2018Expense mix: 80.4% mission · 17.4% management · 2.2% fundraisingTotal expenses: 90.63% of revenue

2017Expense mix: 68.6% mission · 30.4% management · 1.0% fundraisingTotal expenses: 96.36% of revenue

Money in and money out

Revenue$622,465

Expenses$518,745

Annual surplus $103,720 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$449,395 · 86.6% of expenses

Management and office costs$66,484 · 12.8% of expenses

Fundraising$2,866 · 0.6% of expenses

See all reported dollar amounts

Revenue$622,465

Expenses$518,745

Assets$567,410

Income$622,465

Contributions$494,049

Mission work (program services)$449,395

Fundraising$2,866

Management and general$66,484

Accounting fees$486

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (22)

KELLY RATHPROFESSIONAL CHAIR-ELECT

TERESA CONOVERDIRECTOR OF GLOBAL ACTIVITIES

SRIDHAR SUNDARAMDEAN REPRESENTATIVE

RITA GRANTOUTGOING CHAPTER ADVOCATE

RILLEY RAMOSOUTGOING ALUMNI REPRESENTATIVE

REBECCA GOESSELOUTGOING AT-LARGE DIRECTOR

RAYMOND ELSONPRESIDENT-ELECT

PATRICIA POLIPRESIDENT

MARK MYRINGPAST PRESIDENT

MANGALA PRASETIAALUMNI REPRESENTATIVE

LEANNE LUTKUSPROFESSIONAL PARTNERS CHAIR

KIMBERLY ELLISON-TAYLOROUTGOING PAST PRESIDENT

JEREMY CARRINEOUTGOING PROFESSIONAL CHAIR

JASON STANFIELDOUTGOING CHAPTER ADVOCATE

FRED NGOUTGOING CHAPTER ADVOCATE

EDDIE NABORSDIRECTOR OF ADMINISTRATION

DANIELLE BRADLEYAT-LARGE DIRECTOR - OPERATIONAL SUSTAINABILITY

CONNIE MCKNIGHTTHIRD YEAR CHAPTER ADVOCATE

CHAD KELSEYALUMNI REPRESENTATIVE

BRIAN MCGUIREINTERIM DIRECTOR OF ADMINISTRATION

BAILEY MAXWELLAT-LARGE DIRECTOR

AVNEET NAGRATHIRD YEAR CHAPTER ADVOCATE

About this charity

Recognized since: January 1974
Location: 11161 E STATE RD 70 SUITE 110-60, LAKEWOOD RCH, FL 34202-9407
County: Manatee
In care of: % MARGARET FIORENTINO
Primary officer: MARGARET FIORENTINO, EXECUTIVE DIRECTOR

How to reach them

Phone(919) 402-4044

Filing and classification

Latest tax year: 2024
Tax period began: May 1, 2024
Return type: 990
Tax preparer: MAULDIN & JENKINS LLC
NTEE classification: Student Sororities & Fraternities (B83)
IRS tax category: Student Sororities & Fraternities