Form 990 for tax year 2022
Filed by BETA ALPHA PSI NATIONAL COUNCIL.
Totals
- Total revenue
- $1,411,411
- Total expenses
- $1,554,371
- Contributions and grants received
- $933,807
- Grants paid
- $257,022
- Program service revenue
- $424,624
- Investment income
- $31,851
- Other revenue
- $21,129
- Total assets, end of year
- $3,144,578
- Total liabilities, end of year
- $471,642
- Net assets or fund balances, end of year
- $2,672,936
- Program services expenses (Part IX)
- $1,167,797
- Management and general expenses
- $386,574
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,167,797
Program services were 75.1% 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
$467,175
-
1f · All other contributions, gifts and grants
$466,632
-
2a · Program service revenue: ANNUAL MEETING
total $218,692 · related or exempt $218,692
-
2b · Program service revenue: REGIONAL MEETING
total $111,110 · related or exempt $111,110
-
2c · Program service revenue: CHAPTER MAINTENANCE FE
total $90,822 · related or exempt $90,822
-
2d · Program service revenue: CHARTER AND PETITION F
total $4,000 · related or exempt $4,000
-
3 · Investment income
total $31,851 · excluded $31,851
-
11d · All other revenue
total $21,129 · related or exempt $21,129
-
11e · Other revenue, total
$21,129
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $215,347 · program services $215,347
-
2 · Grants to domestic individuals
total $27,675 · program services $27,675
-
3 · Grants to foreign organizations and individuals
total $14,000 · program services $14,000
-
11a · Fees: management
total $329,210 · program services $49,938 · management and general $279,272
-
11b · Fees: legal
total $1,984 · management and general $1,984
-
11g · Fees: other
total $52,184 · program services $30,999 · management and general $21,185
-
12 · Advertising and promotion
total $26,088 · program services $26,088
-
13 · Office expenses
total $28,714 · program services $347 · management and general $28,367
-
14 · Information technology
total $29,802 · program services $29,626 · management and general $176
-
17 · Travel
total $59,373 · program services $59,373
-
19 · Conferences, conventions and meetings
total $14,646 · program services $14,646
-
22 · Depreciation, depletion and amortization
total $3,696 · management and general $3,696
-
23 · Insurance
total $51,894 · management and general $51,894
-
24a · Other expenses: REGIONAL MEETING
total $672,167 · program services $672,167
-
24b · Other expenses: ANNUAL MEETING
total $26,960 · program services $26,960
-
24c · Other expenses: CHAPTER INSTALLATIONS A
total $525 · program services $525
-
24e · All other expenses
total $106 · program services $106
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,808,928 · end of year $2,732,621
-
2 · Savings and temporary cash investments
beginning of year $250,021 · end of year $250,206
-
4 · Accounts receivable
beginning of year $42,500 · end of year $94,260
-
9 · Prepaid expenses and deferred charges
beginning of year $91,265 · end of year $57,233
-
10a · Land, buildings and equipment: cost or other basis
$267,563
-
10b · Land, buildings and equipment: accumulated depreciation
$257,305
-
10c · Land, buildings and equipment, net
beginning of year $3,655 · end of year $10,258
-
17 · Accounts payable and accrued expenses
beginning of year $54,574 · end of year $114,327
-
19 · Deferred revenue
beginning of year $325,899 · end of year $357,315
-
27 · Net assets without donor restrictions
beginning of year $2,633,956 · end of year $2,506,731
-
28 · Net assets with donor restrictions
beginning of year $181,940 · end of year $166,205
Mission and programs · 2022
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 $1,167,797 · Grants $257,022 · Revenue $445,753
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
BARBARA RITTER
OUTGOING DEAN
- Total calculated
- $0
- Hours/week
- 1
-
CASSY HENDERSON
OUTGOING CHAPTER ADVOCATE
- Total calculated
- $0
- Hours/week
- 2
-
DANIELLE BRADLEY
AT-LARGE DIRECTOR - OPERATIONAL SUSTAINABILITY
- Total calculated
- $0
- Hours/week
- 2
-
JAN TAYLOR
AICPA LIAISON
- Total calculated
- $0
- Hours/week
- 2
-
JEREMY CARRINE
PROFESSIONAL CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 3
-
JODI RYAN
PROFESSIONAL PARTNERS CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
KIMBERLY ELLISON-TAYLOR
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
LISA OWENS-JACKSON
THIRD YEAR CHAPTER ADVOCATE
- Total calculated
- $0
- Hours/week
- 3
-
MANGALA PRESETIA
ALUMNI REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 3
-
MARK JUDD
THIRD YEAR CHAPTER ADVOCATE
- Total calculated
- $0
- Hours/week
- 3
-
MARK MYRING
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 3
-
MCKENZIE GRAVITT
OUTGOING ALUMNI REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL MULLIN
AT-LARGE DIRECTOR - FINANCE
- Total calculated
- $0
- Hours/week
- 3
-
RAYMOND ELSON
DIRECTOR OF ADMINISTRATION
- Total calculated
- $0
- Hours/week
- 3
-
REBECCA GOESSEL
AT-LARGE DIRECTOR - DIVERSITY, EQUITY & INCLUSION
- Total calculated
- $0
- Hours/week
- 3
-
RILLEY RAMOS
ALUMNI REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 3
-
RITA GRANT
OUTGOING PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
SANDRA CEROLA
OUTGONG CHAPTER ADVOCATE
- Total calculated
- $0
- Hours/week
- 2
-
SCOTT MCQUILLAN
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
SRIDHAR SUNDARAM
DEAN REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN MEZZIO
AT-LARGE DIRECTOR - INNOVATION
- Total calculated
- $0
- Hours/week
- 3
-
TERESA CONOVER
DIRECTOR OF GLOBAL ACTIVITIES
- Total calculated
- $0
- Hours/week
- 3
-
VALERIE WENDT
OUTGOING PROFESSIONAL CHAIR
- 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
-
$85,000
BETA ALPHA PSI COMMUNITY IMPACT DAY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 29 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440309349301314
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