NATIONAL COUNCIL OF BETA ALPHA PSI GROUP RETURN (EIN 363554982) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

MARGARET FIORENTINO

Phone

9194024044

Tax Period

2024-05-01 to 2025-04-30

NATIONAL COUNCIL OF BETA ALPHA PSI GROUP RETURN, founded in 1919, is a small nonprofit that reported $622K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 17% operating margin.

Mission

PREMIER INTERNATIONAL HONOR ORGANIZATION FOR FINANCIAL INFORMATION STUDENTS AND PROFESSIONALS.NATIONAL COUNCIL OF BETA ALPHA PSI IS A STUDENT ORGANIZATION WHOSE PRIMARY PURPOSE IS TO GIVE ENCOURAGEMENT AND RECOGNITION TO SCHOLASTIC AND PROFESSIONAL EXCELLENCE IN THE FIELD OF ACCOUNTING, FINANCE, BUSINESS ANALYTICS, OR INFORMATION SYSTEMS. IT ALSO PROMOTES THE INTERACTION BETWEEN MEMBERS AND PROFESSIONALS IN ORDER TO ENCOURAGE THE STUDY AND PRACTICE OF ACCOUNTING, FINANCE, BUSINESS ANALYTICS, OR INFORMATION SYSTEMS, AND PROVIDE OPPORTUNITIES FOR SELF-DEVELOPMENT.

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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 $494,049

Program Service Revenue $118,167

Investment Income $5,823

Other Revenue $4,426

TOTAL REVENUE $622,465

Expense Breakdown

Grants Paid $121,354

Salaries & Benefits $0

Fundraising Expenses $2,866

Program Expenses $449,395

Other Expenses $397,391

TOTAL EXPENSES $518,745

Year-over-Year Comparison

	2024	2023	Change
Revenue	$622,465	$451,464	+0.4%
Expenses	$518,745	$501,144	+0.0%
Net Income	$103,720	$-49,680	-3.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA POLI	PRESIDENT	3.00	Officer Director	$0	$0	$0
RAYMOND ELSON	PRESIDENT-ELECT	3.00	Officer Director	$0	$0	$0
MARK MYRING	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
KIMBERLY ELLISON-TAYLOR	OUTGOING PAST PRESIDENT	2.00	Director	$0	$0	$0
EDDIE NABORS	DIRECTOR OF ADMINISTRATION	3.00	Director	$0	$0	$0
LEANNE LUTKUS	PROFESSIONAL PARTNERS CHAIR	3.00	Director	$0	$0	$0
KELLY RATH	PROFESSIONAL CHAIR-ELECT	3.00	Director	$0	$0	$0
JEREMY CARRINE	OUTGOING PROFESSIONAL CHAIR	2.00	Director	$0	$0	$0
SRIDHAR SUNDARAM	DEAN REPRESENTATIVE	3.00	Director	$0	$0	$0
AVNEET NAGRA	THIRD YEAR CHAPTER ADVOCATE	3.00	Director	$0	$0	$0
CONNIE MCKNIGHT	THIRD YEAR CHAPTER ADVOCATE	3.00	Director	$0	$0	$0
JASON STANFIELD	OUTGOING CHAPTER ADVOCATE	2.00	Director	$0	$0	$0
FRED NG	OUTGOING CHAPTER ADVOCATE	2.00	Director	$0	$0	$0
RITA GRANT	OUTGOING CHAPTER ADVOCATE	3.00	Director	$0	$0	$0
MANGALA PRASETIA	ALUMNI REPRESENTATIVE	3.00	Director	$0	$0	$0
CHAD KELSEY	ALUMNI REPRESENTATIVE	3.00	Director	$0	$0	$0
RILLEY RAMOS	OUTGOING ALUMNI REPRESENTATIVE	2.00	Director	$0	$0	$0
BAILEY MAXWELL	AT-LARGE DIRECTOR	2.00	Director	$0	$0	$0
REBECCA GOESSEL	OUTGOING AT-LARGE DIRECTOR	3.00	Director	$0	$0	$0
DANIELLE BRADLEY	AT-LARGE DIRECTOR - OPERATIONAL SUSTAINABILITY	2.00	Director	$0	$0	$0
TERESA CONOVER	DIRECTOR OF GLOBAL ACTIVITIES	2.00	Director	$0	$0	$0
BRIAN MCGUIRE	INTERIM DIRECTOR OF ADMINISTRATION	3.00	Director	$0	$0	$0

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	$622,465	$518,745	$567,410	$103,720
2024	$451,464	$501,144	$347,412	$-49,680
2023	$374,677	$339,353	$402,609	$35,324
2022	$243,888	$246,647	$328,875	$-2,759
2021	$279,242	$170,584	$550,845	$108,658
2020	$610,378	$582,869	$625,518	$27,509
2019	$709,902	$643,397	$725,694	$66,505
2018	$705,732	$680,038	$696,554	$25,694

NATIONAL COUNCIL OF BETA ALPHA PSI GROUP RETURN