Civic Intelligence

National Council of Beta Alpha Psi

990 • Fiscal year 2018 • EIN 23-7046830

May 01, 2017 to Apr 30, 2018 • Filed on Jan 22, 2019

220 Leigh Farm RoadDurham, NC 27707

(919) 402-4001

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

48th percentile

0.09x

Higher debt load relative to revenue than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.7%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-0.7%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$2,940,117

Down $83,008 (-2.7%) from 2017

Net Assets

Up

$2,796,497

Up $46,475 (+1.7%) from 2017

Liabilities

Down

$143,620

Down $129,483 (-47%) from 2017

Revenue

Down

$1,687,590

Down $12,068 (-0.7%) from 2017

Expenses

Down

$1,641,115

Down $13,130 (-0.8%) from 2017

Net Income

Up

$46,475

Up $1,062 (+2.3%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,577,479Liabilities 2010: $129,673Net Assets 2010: $1,447,8062010Assets 2011: $1,942,242Liabilities 2011: $227,873Net Assets 2011: $1,714,3692011Assets 2012: $2,308,792Liabilities 2012: $336,845Net Assets 2012: $1,971,9472012Assets 2013: $2,284,438Liabilities 2013: $137,196Net Assets 2013: $2,147,2422013Assets 2014: $2,506,553Liabilities 2014: $203,474Net Assets 2014: $2,303,0792014Assets 2015: $2,696,994Liabilities 2015: $183,076Net Assets 2015: $2,513,9182015Assets 2016: $2,919,887Liabilities 2016: $215,278Net Assets 2016: $2,704,6092016Assets 2017: $3,023,125Liabilities 2017: $273,103Net Assets 2017: $2,750,0222017Assets 2018: $2,940,117Liabilities 2018: $143,620Net Assets 2018: $2,796,4972018Assets 2019: $2,747,482Liabilities 2019: $140,089Net Assets 2019: $2,607,3932019Assets 2020: $3,246,684Liabilities 2020: $1,188,376Net Assets 2020: $2,058,3082020Assets 2021: $2,875,360Liabilities 2021: $413,198Net Assets 2021: $2,462,1622021Assets 2022: $3,196,369Liabilities 2022: $380,473Net Assets 2022: $2,815,8962022Assets 2025: $3,614,072Liabilities 2025: $1,070,628Net Assets 2025: $2,543,4442025

Highlighted filing

2018

Assets$2,940,117
Liabilities$143,620
Net Assets$2,796,497

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,242,2502010Expenses 2011: $1,208,8722011Expenses 2012: $1,200,0352012Expenses 2013: $1,372,7352013Revenue 2014: $1,697,241Expenses 2014: $1,541,404Net Income 2014: $155,8372014Revenue 2015: $1,812,415Expenses 2015: $1,601,576Net Income 2015: $210,8392015Revenue 2016: $1,712,780Expenses 2016: $1,522,089Net Income 2016: $190,6912016Revenue 2017: $1,699,658Expenses 2017: $1,654,245Net Income 2017: $45,4132017Revenue 2018: $1,687,590Expenses 2018: $1,641,115Net Income 2018: $46,4752018Revenue 2019: $1,626,367Expenses 2019: $1,815,471Net Income 2019: -$189,1042019Revenue 2020: $1,623,533Expenses 2020: $1,823,251Net Income 2020: -$199,7182020Revenue 2021: $1,165,171Expenses 2021: $761,317Net Income 2021: $403,8542021Revenue 2022: $1,201,017Expenses 2022: $847,283Net Income 2022: $353,7342022Revenue 2025: $1,713,931Expenses 2025: $1,613,315Net Income 2025: $100,6162025

Highlighted filing

2018

Revenue$1,687,590
Expenses$1,641,115
Net Income$46,475
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Jan 22, 2019
Return Version
2017v2.3
Gross Receipts
$1,687,590
Mission and Program Overview

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.

Beta alpha psi is an international honorary and service organization for accounting, finance and information systems students at aacsb- or equis-accredited universities. It provides opportunities for development of technical and professional skills to complement university education; participation in community service; and interaction among students, faculty and professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,616,992$1,565,401▼ $51,591
Investments Other Securities$1,054,393$1,057,971▲ $3,578
Savings and Temporary Cash Investments$193,333$196,172▲ $2,839
Accounts Receivable$96,263$63,804▼ $32,459
Prepaid Expenses and Deferred Charges$57,109$55,091▼ $2,018
Total Assets$3,023,125$2,940,117▼ $83,008
Other Assets Total$5,035$1,678▼ $3,357
Liabilities
Accounts Payable and Accrued Expenses$209,753$89,887▼ $119,866
Deferred Revenue$63,350$53,733▼ $9,617
Total Liabilities$273,103$143,620▼ $129,483
Net Assets / Fund Balance
Unrestricted Net Assets$2,669,387$2,715,862▲ $46,475
Temporarily Rstr Net Assets$80,635$80,635→ $0
Total Net Assets Fund Balance$2,750,022$2,796,497▲ $46,475
Total Liabilities and Net Assets / Fund Balance$3,023,125$2,940,117▼ $83,008

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,057,971--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Casey Jo ChapmanChair - Elect of the Pp
Nick MilazzoChair of the Pp
Paige SacksOutgoing Chair of the Pp
Stephanie PolonOutgoing Chair-elect of the Pp
Shawn HarterOutgoing Past President
Merle HopkinsPast President
Sandra RichtermeyerPresident
Alex MillerPresident-elect
Scott HobsonDirector of Administration
Rita GrantDirector of Global Activit
George GambleOutgoing Director of Administration
Brett GovendirAdvocate
Chris LyonAdvocate
Mark MyringAdvocate
Yvonne HinsonAicpa Liaison
Scott ArcherAlumni Representative
David DeboskeyChapter Advocate
Raymond ElsonChapter Advocate
Eric JackDean Representative
Danielle BrannockOutgoing Alumni Representative
Ozoemena NnamadimOutgoing Alumni Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$1,106,655
Program Service Revenue
$565,894
Investment Income
$12,446
Other Revenue
$2,595
All Other Contributions
$457,350
Change in Net Assets
$46,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,687,590
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$51,177
Total Revenue per Audited Statements
$1,738,767
Total Revenue per Form 990
$1,687,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,375,645
Grants and Similar Amounts Paid$265,470
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$324,860-$324,860
Grants to Domestic Orgs$240,470--$240,470
Conferences and Meetings$51,519$3,644-$55,163
Insurance-$49,265-$49,265
Information Technology-$33,537-$33,537
Grants to Domestic Individuals$25,000--$25,000
Advertising-$20,345-$20,345
Travel-$15,127-$15,127
Office Expenses-$7,801-$7,801
Fees for Services Legal-$5,349-$5,349
Fees for Services Other-$5,039-$5,039
Depreciation Depletion-$3,357-$3,357
Other Expenses$1,445$1,040-$2,485
Total Functional Expenses$1,167,823$473,292$0$1,641,115

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,692,292
Expenses per Audited Statements$1,641,115
Total Expenses per Form 990$1,641,115
Expenses Not Reported on Form 990$51,177
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Greater MilwaukeeMilwaukee, WI501(c)(3)Unrestricted$35,000
Beta Alpha Psi Mu Omega ChapterSpringfield, MA501(c)(3)Unrestricted Support of Organizations Mission$9,000
Beta Alpha Psi Zeta Sigma ChapterGreensboro, NC501(c)(3)Unrestricted Support of Organizations Mission$6,500
Beta Alpha Psi Delta Nu ChapterAmherst, MA501(c)(3)Unrestricted Support of Organizations Mission$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The membership of beta alpha psi shall be limited to those persons who have achieved scholastic and/or professional excellence in the fields of accounting, finance or information systems. Membership shall consist for four categories; student, faculty, alumnus, and honorary. Students who have graduated and faculty who have terminated their employment shall become alumni members.

Form 990, Part VI, Section A, Line 7A

Members have the power to vote to approve the slate of nominees for the governing body.

Form 990, Part VI, Section B, Line 11B

The completed tax return will be provided to the board members for their review and discussion.

Form 990, Part VI, Section B, Line 12C

Board members are required to monitor compliance with the conflict of interest policy and annually sign a statement regarding their compliance with the policy.

Form 990, Part VI, Section C, Line 18

The tax return is available upon written request to the organization office and is posted on the website, www.bap.org.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available from the organization office upon request.

Filing and Contact Details

Filer

Filer Name
National Council of Beta Alpha Psi
EIN
23-7046830
Phone
9194024001
Address
220 LEIGH FARM ROAD, DURHAM, NC 27707

Signing Officer

Name
Margaret Fiorentino
Title
Executive Director
Phone
9194024001
Signed
2019-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Fiorentino
Formed
1919
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
27

Preparer

Firm
Cohnreznick Llp
Address
4 BECKER FARM ROAD, ROSELAND, NJ 07068
Preparer
Thomas Lanning
Phone
9732283500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization has no unrecognized tax benefits at april 30, 2018 and 2017. The organization's federal income tax returns prior to fiscal year ended april 30, 2015 are closed and management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. As of april 30, 2018 and 2017, the organization did not incur any interest and penalties associated with tax matters.

Raw XML AppendixShowing 400 of 593 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0209753
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt089887
IRS990/AccountsReceivableGrp/BOYAmt096263
IRS990/AccountsReceivableGrp/EOYAmt063804
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BETA ALPHA PSI IS AN INTERNATIONAL HONORARY AND SERVICE ORGANIZATION FOR ACCOUNTING, FINANCE AND INFORMATION SYSTEMS STUDENTS AT AACSB- OR EQUIS-ACCREDITED UNIVERSITIES. IT PROVIDES OPPORTUNITIES FOR DEVELOPMENT OF TECHNICAL AND PROFESSIONAL SKILLS TO COMPLEMENT UNIVERSITY EDUCATION; PARTICIPATION IN COMMUNITY SERVICE; AND INTERACTION AMONG STUDENTS, FACULTY AND PROFESSIONALS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt020345
IRS990/AdvertisingGrp/TotalAmt020345
IRS990/AllOtherContributionsAmt0457350
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARGARET FIORENTINO
IRS990/BooksInCareOfDetail/PhoneNum09194024001
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0AICPA220 LEIGH FARM RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0DURHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027707
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01616992
IRS990/CashNonInterestBearingGrp/EOYAmt01565401
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03644
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt051519
IRS990/ConferencesMeetingsGrp/TotalAmt055163
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01106655
IRS990/CYGrantsAndSimilarPaidAmt0265470
IRS990/CYInvestmentIncomeAmt012446
IRS990/CYOtherExpensesAmt01375645
IRS990/CYOtherRevenueAmt02595
IRS990/CYProgramServiceRevenueAmt0565894
IRS990/CYRevenuesLessExpensesAmt046475
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01641115
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01687590
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt063350
IRS990/DeferredRevenueGrp/EOYAmt053733
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03357
IRS990/DepreciationDepletionGrp/TotalAmt03357
IRS990/Desc0LOCAL AND NATIONAL CHAPTERS PROVIDE ENCOURAGEMENT AND RECOGNITION TO MEMBERS FOR SCHOLASTIC AND PROFESSIONAL EXCELLENCE IN THE FIELD OF ACCOUNTING THROUGH VARIOUS AWARDS AND PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01167823
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05349
IRS990/FeesForServicesLegalGrp/TotalAmt05349
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0324860
IRS990/FeesForServicesManagementGrp/TotalAmt0324860
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05039
IRS990/FeesForServicesOtherGrp/TotalAmt05039
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0ALEX MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1BRETT GOVENDIR
IRS990/Form990PartVIISectionAGrp/PersonNm2CASEY JO CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS LYON
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIELLE BRANNOCK
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID DEBOSKEY
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIC JACK
IRS990/Form990PartVIISectionAGrp/PersonNm7GEORGE GAMBLE
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK MYRING
IRS990/Form990PartVIISectionAGrp/PersonNm9MERLE HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm10NICK MILAZZO
IRS990/Form990PartVIISectionAGrp/PersonNm11OZOEMENA NNAMADIM
IRS990/Form990PartVIISectionAGrp/PersonNm12PAIGE SACKS
IRS990/Form990PartVIISectionAGrp/PersonNm13RAYMOND ELSON
IRS990/Form990PartVIISectionAGrp/PersonNm14RITA GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm15SANDRA RICHTERMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm16SCOTT ARCHER
IRS990/Form990PartVIISectionAGrp/PersonNm17SCOTT HOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm18SHAWN HARTER
IRS990/Form990PartVIISectionAGrp/PersonNm19STEPHANIE POLON
IRS990/Form990PartVIISectionAGrp/PersonNm20YVONNE HINSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR - ELECT OF THE PP
IRS990/Form990PartVIISectionAGrp/TitleTxt3ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt4OUTGOING ALUMNI REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAPTER ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DEAN REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt7OUTGOING DIRECTOR OF ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt8ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR OF THE PP
IRS990/Form990PartVIISectionAGrp/TitleTxt11OUTGOING ALUMNI REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt12OUTGOING CHAIR OF THE PP
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAPTER ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF GLOBAL ACTIVIT
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16ALUMNI REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt18OUTGOING PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19OUTGOING CHAIR-ELECT OF THE PP
IRS990/Form990PartVIISectionAGrp/TitleTxt20AICPA LIAISON
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01919
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt06000
IRS990/GrantAmt0265470
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0240470
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0240470
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01687590
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt033537
IRS990/InformationTechnologyGrp/TotalAmt033537
IRS990/InsuranceGrp/ManagementAndGeneralAmt049265
IRS990/InsuranceGrp/TotalAmt049265
IRS990/InvestmentIncomeGrp/ExclusionAmt012446
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012446
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01054393
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01057971
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0643305
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE NATIONAL COUNCIL OF BETA ALPHA PSI IS ORGANIZED AND OPERATED FOR THE ENCOURAGEMEMT AND RECOGNITION OF SCHOLASTIC AND PROFESSIONAL EXCELLENCE IN THE FIELDS OF ACCOUNTING, FINANCE AND INFORMATION SYSTEMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02750022
IRS990/NetAssetsOrFundBalancesEOYAmt02796497
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07801
IRS990/OfficeExpensesGrp/TotalAmt07801
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05035
IRS990/OtherAssetsTotalGrp/EOYAmt01678
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ANNUAL MEETING
IRS990/OtherExpensesGrp/Desc1REGIONAL MEETING
IRS990/OtherExpensesGrp/Desc2CHAPTER INSTALLATIONS A
IRS990/OtherExpensesGrp/Desc3MISC PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03928
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11040
IRS990/OtherExpensesGrp/ProgramServicesAmt0563333
IRS990/OtherExpensesGrp/ProgramServicesAmt1278091
IRS990/OtherExpensesGrp/ProgramServicesAmt27965
IRS990/OtherExpensesGrp/ProgramServicesAmt31445
IRS990/OtherExpensesGrp/TotalAmt0563333
IRS990/OtherExpensesGrp/TotalAmt1282019
IRS990/OtherExpensesGrp/TotalAmt27965
IRS990/OtherExpensesGrp/TotalAmt32485
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02595
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02595
IRS990/OtherRevenueTotalAmt02595
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt057109
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055091
IRS990/PrincipalOfficerNm0MARGARET FIORENTINO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL MEETING
IRS990/ProgramServiceRevenueGrp/Desc1CHARTER AND PETITION F
IRS990/ProgramServiceRevenueGrp/Desc2CHAPTER MAINTENANCE FE
IRS990/ProgramServiceRevenueGrp/Desc3REGIONAL MEETING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0315545
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1154084
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt287200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0315545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1154084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt287200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39065
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01137485
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0261744
IRS990/PYInvestmentIncomeAmt07955
IRS990/PYOtherExpensesAmt01392501
IRS990/PYOtherRevenueAmt08650
IRS990/PYProgramServiceRevenueAmt0545568
IRS990/PYRevenuesLessExpensesAmt045413
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01654245
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01699658
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt046475
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0568489
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0193333
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0196172
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2013 AMOUNT: $ 3,260. 2014 AMOUNT: $ 6,657. 2015 AMOUNT: $ 7,656. 2016 AMOUNT: $ 8,650. 2017 AMOUNT: $ 2,595.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01106655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01137485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01133050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01212269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01125706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05715165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012446
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07955
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07569
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03437
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036607
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0565894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0545568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0564505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0588289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0564838
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02829094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012446
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07955
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07569
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03437
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036607
IRS990ScheduleA/InvestmentIncomeCYPct00.00430
IRS990ScheduleA/InvestmentIncomePYPct00.00380
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02595
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt08650
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt07656
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06657
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03260
IRS990ScheduleA/OtherIncome509Grp/TotalAmt028818

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$1.07$2.54$1.71$1.61$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.38$2.82$1.20$0.85$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.41$2.46$1.17$0.76$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$1.19$2.06$1.62$1.82$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.14$2.61$1.63$1.82$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.94$0.14$2.80$1.69$1.64$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.27$2.75$1.70$1.65$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.22$2.70$1.71$1.52$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.70$0.18$2.51$1.81$1.60$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.20$2.30$1.70$1.54$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.14$2.15$1.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.34$1.97$1.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.23$1.71$1.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.13$1.45$1.24