2024-01-30T12:56:21-06:00 2023-04-30 221478099 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2022-05-01 363554982 NATIONAL COUNCIL OF BETA ALPHA PSI GROUP RETURN NATI 9194024044 220 LEIGH FARM ROAD PALLADIAN 1 DURHAM NC 27707 MARGARET FIORENTINO EXECUTIVE DIRECTOR 9194024044 2024-01-29 1 MARGARET FIORENTINO 999009999 0 LORI ROTHE YOKOBOSKY CPA P01273422 9732283500 2024-01-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARGARET FIORENTINO 220 LEIGH FARM ROAD PALLADIAN 1 DURHAM NC 27707 374677 1 0 2498 X N/A X 1919 PREMIER INTERNATIONAL HONOR ORGANIZATION FOR FINANCIAL INFORMATION STUDENTS AND PROFESSIONALS. 16 16 0 0 0 0 97455 212466 134362 150092 93 93 11978 12026 243888 374677 71698 16250 0 0 0 0 0 0 4140 174949 323103 246647 339353 -2759 35324 382508 402609 34012 18789 348496 383820 X 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 DIGITAL TECHNOLOGY. 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. 0 0 150540 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. 16250 16250 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. 38701 50156 CANDIDATE PROGRAM AND PROFESSIONAL AND SERVICE ACTIVITIES PROVIDE NETWORKING OPPORTURNITIES 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. 26865 111962 ORGANIZATION AND PRESENTATION OF COMMUNITY SERVICE EVENTS, COMPETITIONS, MID-YEAR AND ANNUAL MEETINGS AND OTHER CHAPTER ACTIVITIES. 26865 111962 232356 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 X MARGARET FIORENTINO 9194024938 220 LEIGH FARM ROAD DURHAM NC 27707 X BARBARA RITTER OUTGOING DEAN 1.00 X 0 0 0 CASSY HENDERSON OUTGOING CHAPTER ADVOCATE 2.00 X 0 0 0 DANIELLE BRADLEY AT-LARGE DIRECTOR - OPERATIONAL SUSTAINABILITY 2.00 X 0 0 0 JAN TAYLOR AICPA LIAISON 2.00 X 0 0 0 JEREMY CARRINE PROFESSIONAL CHAIR-ELECT 3.00 X 0 0 0 JODI RYAN PROFESSIONAL PARTNERS CHAIR 3.00 X 0 0 0 KIMBERLY ELLISON-TAYLOR PRESIDENT 3.00 X X 0 0 0 LISA OWENS-JACKSON THIRD YEAR CHAPTER ADVOCATE 3.00 X 0 0 0 MANGALA PRESETIA ALUMNI REPRESENTATIVE 3.00 X 0 0 0 MARK JUDD THIRD YEAR CHAPTER ADVOCATE 3.00 X 0 0 0 MARK MYRING PRESIDENT-ELECT 3.00 X 0 0 0 MCKENZIE GRAVITT OUTGOING ALUMNI REPRESENTATIVE 2.00 X 0 0 0 MICHAEL MULLIN AT-LARGE DIRECTOR - FINANCE 3.00 X 0 0 0 RAYMOND ELSON DIRECTOR OF ADMINISTRATION 3.00 X 0 0 0 REBECCA GOESSEL AT-LARGE DIRECTOR - DIVERSITY, EQUITY & INCLUSION 3.00 X 0 0 0 RILLEY RAMOS ALUMNI REPRESENTATIVE 3.00 X 0 0 0 RITA GRANT OUTGOING PAST PRESIDENT 2.00 X X 0 0 0 SANDRA CEROLA OUTGONG CHAPTER ADVOCATE 2.00 X 0 0 0 SCOTT MCQUILLAN PAST PRESIDENT 3.00 X X 0 0 0 SRIDHAR SUNDARAM DEAN REPRESENTATIVE 1.00 X 0 0 0 STEVEN MEZZIO AT-LARGE DIRECTOR - INNOVATION 3.00 X 0 0 0 TERESA CONOVER DIRECTOR OF GLOBAL ACTIVITIES 3.00 X 0 0 0 VALERIE WENDT OUTGOING PROFESSIONAL CHAIR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 14461 89815 57414 500 50276 212466 PROGRAM SERVICE REVENU 900099 94734 94734 CARRER MIXER 900099 50156 50156 AWARDS REVENUE 900099 4250 4250 SPEECH CONTEST SCHOLAR 900099 879 879 CORDS AND STOLES 900099 52 52 21 21 150092 93 93 12026 12026 12026 374677 162118 0 93 16250 16250 228 228 2537 2086 451 2962 1130 1832 1477 150 1327 81095 65874 15221 CHAPTER PROGRAM ACTIVIT 125060 57527 67533 CHAPTER MAINTENANCE 58686 38281 16493 3912 FRATERNAL ACTIVITIES 21547 21547 CHAPTER ACTIVITY 17154 17154 12357 12357 339353 232356 102857 4140 X 310568 317603 32944 47104 36735 35511 2261 2391 382508 402609 33282 17559 730 1230 34012 18789 X 348496 383820 348496 383820 382508 402609 35324 0 X 0 0 0 X 550896 386991 136814 97455 212466 1384622 175057 236488 134360 134362 150092 830359 725953 623479 271174 231817 362558 2214981 0 0 0 2214981 339 379 339 93 93 1243 339 379 339 93 93 1243 20759 19746 7729 11978 12026 72238 747051 643604 279242 243888 374677 2288462 0.96790 0.94950 0.00050 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 16,724. 2019 AMOUNT: $ 19,246. 2020 AMOUNT: $ 7,729. 2021 AMOUNT: $ 11,978. 2022 AMOUNT: $ 12,026. SALE OF INVENTORY - 2018 AMOUNT: $ 4,035. 2019 AMOUNT: $ 500. 0 OTHER LIABILITIES 1230 1230 1 SCHOLARSHIP 17 16250 PART I, LINE 2: ALL CHAPTERS MONITOR THE USE OF FUNDS FORM 990, PART I, LINE 1: 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, AND 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. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE GROUP RETURN FOR THE NATIONAL COUNCIL OF BETA ALPHA PSI WILL BE PROVIDED TO THE ORGANIZATION'S GOVERNING BODY TO BE REVIEWED AND DISCUSSED. EACH CHAPTER'S TAX RETURN IS REVIEWED BY THE CHAPTER OFFICERS AND FACULTY ADVISOR BEFORE IT IS SUBMITTED TO THE NATIONAL COUNCIL. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS A GROUP RETURN FOR 12 CHAPTERS OF BETA ALPHA PSI, THE NATIONAL HONORARY ACCOUNTING SOCIETY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S NATIONAL OFFICE. FORM 990, PART VI: THE MAJORITY OF THE CHAPTERS ADOPT THE POLICIES AND PROCEDURES OF NATIONAL COUNCIL OF BETA ALPHA PSI. FORM 990, PART X AND PART XI THE BEGINNING BALANCE SHEET FOR THE CURRENT YEAR DOES NOT AGREE WITH THE ENDING BALANCE SHEET FROM THE PRIOR YEAR'S FORM 990. THIS DIFFERENCE ARISES BECAUSE THE CHAPTERS WITH OVER $50,000 IN GROSS RECEIPTS VARY FROM YEAR TO YEAR. THE CHAPTERS INCLUDED IN THE GROUP RETURN FOR THE YEAR ENDED APRIL 30, 2021 ARE NOT THE SAME CHAPTERS RETURN INCLUDED IN THE PRIOR YEAR TAX RETURN. BETA ALPHA PSI DELTA GAMMA CHAPTER UNIVERSITY OF SOUTH FLORIDA 4202 EAST FOWLER AVENUE BSN 3501 TAMPA FL 33620 237352221 BETA BETA ALPHA PSI EPSILON OMICRON CHAPTER AUBURN UNIVERSITY 301 LOWDER BUILDING AUBURN AL 36849 630795072 BETA BETA ALPHA PSI GAMMA DELTA CHAPTER UNIVERSITY OF HOUSTON 4750 CALHOUN RD LEROY LUCILE MELCHER TX 772046283 237352229 BETA BETA ALPHA PSI GAMMA OMEGA CHAPTER CALIFORNIA STATE UNIVERSITY-LONG BEACH 1250 BELLFLOWER BOULEVARD LONG BEACH CA 90840 237352237 BETA BETA ALPHA PSI KAPPA ETA CHAPTER TEXAS STATE UNIVERSITY 601 UNIVERSITY MCCOY 431 SAN MARCOS TX 78666 912103208 BETA