National Council of Beta Alpha Psi

EIN: 237046830 501(c)(3)

Lakewood Ranch, FL

Total Revenue
$1,713,931
Total Expenses
$1,613,315
Total Assets
$3,614,072
Net Assets
$2,543,444
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1919
Legal Domicile
FL
Phone
9194024044
Tax Period
2024-05-01 to 2025-04-30

National Council of Beta Alpha Psi, founded in 1919, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Expenses of $1.6M left a modest 6% surplus.

Mission

To inspire and support excellence for financial and business information students and professionals.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $974,915
Program Service Revenue $686,518
Investment Income $52,498
Other Revenue $0
TOTAL REVENUE $1,713,931

Expense Breakdown

Grants Paid $178,250
Salaries & Benefits $302,041
Fundraising Expenses $0
Program Expenses $1,068,869
Other Expenses $1,133,024
TOTAL EXPENSES $1,613,315

Year-over-Year Comparison

2024 2023 Change
Revenue $1,713,931 $1,595,964 +0.1%
Expenses $1,613,315 $1,826,072 -0.1%
Net Income $100,616 $-230,108 -1.4%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
30

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$134,868
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mark Myring Past President 3.0
Officer Director
$0 $0 $0
Patricia Poli President 3.0
Officer Director
$0 $0 $0
Raymond Elson President-elect 3.0
Officer Director
$0 $0 $0
Avneet Nagra Third year Chapter Advocate 3.0
Director
$0 $0 $0
Bailey Maxwell At-Large Director 2.0
Director
$0 $0 $0
Brian McGuire Interim Director of Administration 3.0
Director
$0 $0 $0
Chad Kelsey Alumni Representative 3.0
Director
$0 $0 $0
Connie McKnight Third year Chapter Advocate 3.0
Director
$0 $0 $0
Danielle Bradley At-Large Director - Operational Sustainability 2.0
Director
$0 $0 $0
Eddie Nabors Director of Administration 3.0
Director
$0 $0 $0
Fred Ng Outgoing Chapter Advocate 2.0
Director
$0 $0 $0
Jason Stanfield Outgoing Chapter Advocate 2.0
Director
$0 $0 $0
Jeremy Carrine Outgoing Professional Partners Chair 2.0
Director
$0 $0 $0
Kelly Rath Professional Partners Chair-elect 3.0
Director
$0 $0 $0
Kimberly Ellison-Taylor Outgoing Past President 2.0
Director
$0 $0 $0
Leanne Lutkus Professional Partners Chair 3.0
Director
$0 $0 $0
Mangala Prasetia Alumni Advocate 3.0
Director
$0 $0 $0
Rebecca Goessel Outgoing At-Large Director 3.0
Director
$0 $0 $0
Rilley Ramos Outgoing Alumni Advocate 2.0
Director
$0 $0 $0
Rita Grant Outgoing Chapter Advocate 3.0
Director
$0 $0 $0
Sridhar Sundaram Dean Representative 3.0
Director
$0 $0 $0
Teresa Conover Director of Global Activities 2.0
Director
$0 $0 $0
Margaret Fiorentino Executive Director 40.0
Officer
$134,868 $0 $134,868
Lisa Wicker Manager, Chapter Services 40.0
Highest
$103,794 $0 $103,794
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,713,931 $1,613,315 $3,614,072 $100,616
2024 $1,595,964 $1,826,072 $2,817,643 $-230,108
2023 $1,411,411 $1,554,371 $3,144,578 $-142,960
2022 $1,201,017 $847,283 $3,196,369 $353,734
2021 $1,165,171 $761,317 $2,875,360 $403,854
2020 $1,623,533 $1,823,251 $3,246,684 $-199,718
2019 $1,626,367 $1,815,471 $2,747,482 $-189,104
2018 $1,687,590 $1,641,115 $2,940,117 $46,475
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