LAKEWOOD RANCH, FL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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. (CONTINUED AT SCHEDULE O)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.
MEMBERS ORGANIZED, MANAGED AND PARTICIPATED IN ANNUAL AND REGIONAL MEETINGS IN THE ACCOUNTING INDUSTRY. PROFESSIONAL SPEAKERS FROM MANY ASPECTS OF BUSINESS SPEAK AND CPE CREDITS ARE OFFERED TO...
MEMBERS ORGANIZED, MANAGED AND PARTICIPATED IN ANNUAL AND REGIONAL MEETINGS IN THE ACCOUNTING INDUSTRY. PROFESSIONAL SPEAKERS FROM MANY ASPECTS OF BUSINESS SPEAK AND CPE CREDITS ARE OFFERED TO PROFESSIONALS ATTENDING THE EVENT, ENCOURAGING OUR MEMBERS TO PARTICIPATE IN MID-YEAR AND ANNUAL MEETINGS TO NETWORK WITH PROFESSIONALS FROM THE FINANCIAL SERVICES INDUSTRY. EVENTS SERVE TO RECOGNIZE SUPERIOR STUDENTS IN THE COLLEGE OF BUSINESS THROUGH SCHOLARSHIPS FROM OUTSIDE SOURCES TO PROMOTE THE FINANCIAL SERVICES INDUSTRY. THIS ALSO SERVES AS A NETWORKING OPPORTUNITY WITH PROFESSIONALS IN THE BUSINESS FIELD. (CONTINUED AT SCHEDULE O)CANDIDATE PROGRAM, PROFESSIONAL, AND SERVICE ACTIVITIES PROVIDE NETWORKING OPPORTUNITIES WITH FELLOW CLASSMATES AND PROFESSIONALS IN THE BUSINESS FIELD WHO WILL BE THEIR FUTURE COLLEAGUES. THE GOAL OF THESE PROGRAMS IS TO ENCOURAGE SCHOLASTIC AND PROFESSIONAL EXCELLENCE IN THE FIELD OF FINANCIAL SERVICES.ORGANIZATION AND PRESENTATION OF COMMUNITY SERVICE EVENTS, COMPETITIONS, MID-YEAR AND ANNUAL MEETINGS AND OTHER CHAPTER ACTIVITIES.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare NATIONAL COUNCIL OF BETA ALPHA PSI GROUP RETURN with other nonprofits in Florida and across the country.