Form 990 for tax year 2023
Filed by BETA ALPHA PSI NATIONAL COUNCIL.
Totals
- Total revenue
- $1,595,964
- Total expenses
- $1,826,072
- Contributions and grants received
- $903,209
- Grants paid
- $238,000
- Program service revenue
- $602,025
- Investment income
- $81,381
- Other revenue
- $9,349
- Total assets, end of year
- $2,817,643
- Total liabilities, end of year
- $374,815
- Net assets or fund balances, end of year
- $2,442,828
- Program services expenses (Part IX)
- $1,419,866
- Management and general expenses
- $406,206
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,419,866
Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$487,000
-
1f · All other contributions, gifts and grants
$416,209
-
2a · Program service revenue: ANNUAL STUDENT CONVENT
total $339,400 · related or exempt $339,400
-
2b · Program service revenue: ANNUAL CONFERENCE AND
total $157,820 · related or exempt $157,820
-
2c · Program service revenue: CHAPTER MAINTENANCE FE
total $91,805 · related or exempt $91,805
-
2d · Program service revenue: CHARTER AND PETITION F
total $13,000 · related or exempt $13,000
-
3 · Investment income
total $81,381 · excluded $81,381
-
11d · All other revenue
total $9,349 · related or exempt $9,349
-
11e · Other revenue, total
$9,349
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $188,050 · program services $188,050
-
2 · Grants to domestic individuals
total $27,750 · program services $27,750
-
3 · Grants to foreign organizations and individuals
total $22,200 · program services $22,200
-
11a · Fees: management
total $342,508 · program services $110,799 · management and general $231,709
-
11g · Fees: other
total $118,088 · program services $53,102 · management and general $64,986
-
12 · Advertising and promotion
total $12,474 · program services $683 · management and general $11,791
-
13 · Office expenses
total $43,354 · program services $20,769 · management and general $22,585
-
14 · Information technology
total $29,987 · program services $29,987
-
17 · Travel
total $34,301 · program services $21,319 · management and general $12,982
-
19 · Conferences, conventions and meetings
total $15,228 · program services $9,464 · management and general $5,764
-
22 · Depreciation, depletion and amortization
total $4,250 · management and general $4,250
-
23 · Insurance
total $51,881 · management and general $51,881
-
24a · Other expenses: REGIONAL MEETING
total $861,845 · program services $861,845
-
24b · Other expenses: ANNUAL MEETING
total $69,967 · program services $69,967
-
24e · All other expenses
total $4,189 · program services $3,931 · management and general $258
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,732,621 · end of year $2,425,232
-
2 · Savings and temporary cash investments
beginning of year $250,206 · end of year $250,384
-
4 · Accounts receivable
beginning of year $94,260 · end of year $69,837
-
9 · Prepaid expenses and deferred charges
beginning of year $57,233 · end of year $66,182
-
10a · Land, buildings and equipment: cost or other basis
$267,563
-
10b · Land, buildings and equipment: accumulated depreciation
$261,555
-
10c · Land, buildings and equipment, net
beginning of year $10,258 · end of year $6,008
-
17 · Accounts payable and accrued expenses
beginning of year $114,327 · end of year $24,068
-
19 · Deferred revenue
beginning of year $357,315 · end of year $350,747
-
27 · Net assets without donor restrictions
beginning of year $2,506,731 · end of year $2,356,523
-
28 · Net assets with donor restrictions
beginning of year $166,205 · end of year $86,305
Mission and programs · 2023
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 ANALYTICS OR DIGITAL TECHNOLOGY;- PROVIDING OPPORTUNITIES FOR SERVICE, PROFESSIONAL DEVELOPMENT, AND INTERACTION AMOUNT MEMBERS AND FINANCIAL PROFESSIONALS; AND- FOSTERING LIFELONG ETHICAL, SOCIAL, AND PUBLIC RESPONSIBILITIES.
-
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 $1,419,866 · Grants $253,000 · Revenue $611,374
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Danielle BradleyDANIELLE BRADLEY
AT-LARGE DIRECTOR - OPERATIONAL STABILITY
- Total calculated
- $0
- Hours/week
- 2
-
Eddie NaborsEDDIE NABORS
DIRECTOR OF ADMINIDTRATION
- Total calculated
- $0
- Hours/week
- 3
-
Fred NgFRED NG
THIRD YEAR CHAPTER ADVOCAT
- Total calculated
- $0
- Hours/week
- 2
-
Jan TaylorJAN TAYLOR
OUTGOING AICPA LIASON
- Total calculated
- $0
- Hours/week
- 2
-
Jason StanfieldJASON STANFIELD
THIRD YEAR CHAPTER ADVOCAT
- Total calculated
- $0
- Hours/week
- 2
-
Jeremy CarrineJEREMY CARRINE
PROFESSIONAL PARTNERS CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Jodi RyanJODI RYAN
OUTGOIG PROFESIONAL CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Kimberly Ellison-TaylorKIMBERLY ELLISON-TAYLOR
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Leanne LutkusLEANNE LUTKUS
PROFESSIONAL PARTNERS CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 3
-
Lisa Owens-JacksonLISA OWENS-JACKSON
OUTGOING THIRD YEAR CHAPTER ADVOCATE
- Total calculated
- $0
- Hours/week
- 2
-
Mangala PresetiaMANGALA PRESETIA
ALUMNI ADVOCATE
- Total calculated
- $0
- Hours/week
- 3
-
Mark JuddMARK JUDD
OUTGOING THIRD YEAR CHAPTER ADVOCATE
- Total calculated
- $0
- Hours/week
- 2
-
Mark MyringMARK MYRING
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Michael MullenMICHAEL MULLEN
OUTGOING AT-LARGE DIRECTOR - FINANC
- Total calculated
- $0
- Hours/week
- 2
-
Patricia PoliPATRICIA POLI
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 3
-
Raymond ElsonRAYMOND ELSON
OUTGOING DIRECTOR OF ADMINISTRATION
- Total calculated
- $0
- Hours/week
- 2
-
Rebecca GoesselREBECCA GOESSEL
OUTGOING AT-LARGE DIRECTOR - DIVERSITY, EQUITY & I
- Total calculated
- $0
- Hours/week
- 2
-
Rebecca GoesselREBECCA GOESSEL
AT-LARGE DIRECTOR - DEI
- Total calculated
- $0
- Hours/week
- 3
-
Rilley RamosRILLEY RAMOS
ALUMNI ADVOCATE
- Total calculated
- $0
- Hours/week
- 3
-
Rita GrantRITA GRANT
THIRD YEAR CHAPTER ADVOCAT
- Total calculated
- $0
- Hours/week
- 2
-
Scott McQuillanSCOTT MCQUILLAN
OUTGOING PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Sridhar SundaramSRIDHAR SUNDARAM
DEAN REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 3
-
Steven MezzioSTEVEN MEZZIO
OUTGOING AT-LARGE DIRECTOR - INNOVA
- Total calculated
- $0
- Hours/week
- 2
-
Teresa ConoverTERESA CONOVER
DIRECTOR OF GLOBAL ACTIVIT
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$64,000
BETA ALPHA PSI COMMUNITY IMPACT DAY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349328361
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