Beta Alpha Psi National Council: Nonprofit Profile, Financials & Form 990 (EIN 36-3554982)

Revenue by fiscal year
FY2020	$610K
FY2021	$279K
FY2022	$244K
FY2023	$375K
FY2024	$451K
FY2025	$622K

Expenses by fiscal year
FY2020	$583K
FY2021	$171K
FY2022	$247K
FY2023	$339K
FY2024	$501K
FY2025	$519K

Net assets by fiscal year
FY2020	$586K
FY2021	$511K
FY2022	$295K
FY2023	$384K
FY2024	$324K
FY2025	$546K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

87%

13%

Program services 87% · $449K Management & general 13% · $66K Fundraising 1% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Patricia Poli

President

$0Pt VII · Sec A

Raymond Elson

President-Elect

$0Pt VII · Sec A

Mark Myring

Past President

$0Pt VII · Sec A

Kimberly Ellison-Taylor

Outgoing Past President

$0Pt VII · Sec A

Eddie Nabors

Director of Administration

$0Pt VII · Sec A

Leanne Lutkus

Professional Partners Chair

$0Pt VII · Sec A

Kelly Rath

Professional Chair-Elect

$0Pt VII · Sec A

Jeremy Carrine

Outgoing Professional Chair

$0Pt VII · Sec A

See Beta Alpha Psi National Council executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects and supports students and professionals in financial information worldwide.

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Provided by the organization

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1 program · $449K · in their own filed words · FY2024

01

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…

$449Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 6 grants · $463K · 2019–2024

Unitemized GrantFY2024$121,354

Unitemized GrantFY2023$113,050

Unitemized GrantFY2022$16,250

Unitemized GrantFY2021$71,698

Unitemized GrantFY2020$53,211

Unitemized GrantFY2019$87,174

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$622K

Ln 12

Gifts and grantsLn 1h$494K

Fees for servicesLn 2g$118K

Investment incomeLn 3$6K

Money outPt IX

$519K

Ln 25

Programscol B$449K

Managementcol C$66K

Fundraisingcol D$3K

Owns and owesPt X

$546K

net assets · Ln 32

Cash and savingsLn 1–2$538K

Total assetsLn 16$567K

LiabilitiesLn 26$21K

PeoplePt VI, VII

22

listed · VII A

PaidVII A0

Voting boardVI 1a15

IndependentVI 1b15

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$494K

Fees for servicesLn 2g$118K

Investment incomeLn 3$6K

Other incomeLn 4–11$4K

Total revenueLn 12$622K

Assets in detailPt X, end of year

CashLn 1$375K

SavingsLn 2$163K

Cash and savings togetherLn 1–2$538K

Total assetsLn 16$567K

LiabilitiesLn 26$21K

Net assetsLn 32$546K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderApril

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$437K	$538K
Total assetsLn 16	$468K	$567K
LiabilitiesLn 26	$26K	$21K
Net assetsLn 32	$443K	$546K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$121K	$121K
Accounting feesLn 11c	$486		$486
Advertising and promotionLn 12	$3K	$3K
Office expensesLn 13	$30K	$21K	$9K
Information technologyLn 14	$3K		$3K
TravelLn 17	$15K	$13K	$2K
Conferences, conventions and meetingsLn 19	$65K	$48K	$17K
Other expenses (24a–d)Ln 24	$279K	$242K	$35K	$3K
Total functional expensesLn 25	$519K	$449K	$66K	$3K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$622K	$519K	$104K	$546K	990 PDF
FY2024	$451K	$501K	−$50K	$324K	990 PDF
FY2023	$375K	$339K	$35K	$384K	990 PDF
FY2022	$244K	$247K	−$3K	$295K	990 PDF
FY2021	$279K	$171K	$109K	$511K	990 PDF
FY2020	$610K	$583K	$28K	$586K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $622,465 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $264,380$494,049

I-9 Program service revenuePrior year $171,516$118,167

I-10 Investment incomePrior year $284$5,823

I-11 Other revenuePrior year $15,284$4,426

I-12 Total revenuePrior year $451,464$622,465

I-13 Grants and similar amounts paidPrior year $113,050$121,354

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $388,094$397,391

I-18 Total expensesPrior year $501,144$518,745

I-19 Revenue less expensesPrior year −$49,680$103,720

Part VI · Governance 15 of 15 board members independent, 4 to look at

VI-1a Voting members of the governing body15

VI-1b Independent voting members15

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $622,465 across 6 lines filed

Lines not itemized here account for $4,426 of total revenue; see the IRS return.

VIII-1b Membership dues$139,915

VIII-1f All other contributions, gifts and grants$354,134

VIII-1h Total contributions, gifts and grants$494,049

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $118,167$118,167

VIII-3 Investment incomeExcluded from tax $5,823$5,823

VIII-12 Total revenueRelated to mission $122,593 · Unrelated business $0 · Excluded from tax $5,823$622,465

Part IX · Statement of functional expenses $518,745 across 8 lines filed

IX-2 Grants to domestic individualsPrograms $121,354$121,354

IX-11c Accounting feesManagement $486$486

IX-12 Advertising and promotionPrograms $3,458$3,458

IX-13 Office expensesPrograms $21,452 · Management $8,934$30,386

IX-14 Information technologyManagement $3,142$3,142

IX-17 TravelPrograms $13,255 · Management $2,158$15,413

IX-19 Conferences, conventions and meetingsPrograms $48,279 · Management $16,748$65,027

IX-24 Other expenses (24a–d)Programs $241,597 · Management $35,016 · Fundraising $2,866$279,479

IX-25 Total functional expensesPrograms $449,395 · Management $66,484 · Fundraising $2,866$518,745

Part X · Balance sheet $567,410 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $279,393$374,626

X-2 Savings and temporary cash investmentsStart of year $157,367$163,360

X-4 Accounts receivableStart of year $29,026$27,055

X-8 Inventories for sale or useStart of year $2,256$2,369

X-16 Total assetsStart of year $468,468$567,410

X-17 Accounts payable and accrued expensesStart of year $25,794$21,016

X-26 Total liabilitiesStart of year $25,794$21,016

X-27 Net assets without donor restrictionsStart of year $442,674$546,394

X-32 Total net assets or fund balancesStart of year $442,674$546,394

X-33 Total liabilities and net assetsStart of year $468,468$567,410

Part XI · Reconciliation of net assets $546,394 net assets at year end

XI-1 Total revenue$622,465

XI-2 Total expenses$518,745

XI-3 Revenue less expenses$103,720

XI-4 Net assets at start of year$442,674

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$546,394

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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Beta Alpha Psi National Council

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Beta Alpha Psi National Council

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV