National Council of Beta Alpha Psi

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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

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

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.

Program Service Accomplishments

Program 1

Expenses: $1,068,869 Revenue: $686,518

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...

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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%)

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$134,868

Total Directors

Key Employees

Highest Compensated

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