2026-04-21T14:21:31-05:00 2025-06-30 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2024-07-01 431322067 BETA GAMMA SIGMA INC BETA 3144325650 2029 WOODLAND PARKWAY SUITE 130 SAINT LOUIS MO 63146 CHRISTINA ALLRICH EXECUTIVE DIRECTOR 3144325650 2026-04-20 1 1 MINDY G KRUEGER P01290370 3142903300 2024 2025-03-06 01:10:19Z CHRISTINA ALLRICH 2029 WOODLAND PARKWAY SUITE 130 SAINT LOUIS MO 63146 2202591 0 X WWW.BETAGAMMASIGMA.ORG X 1982 MO HONOR ACADEMIC ACHIEVEMENT, CULTIVATE PROFESSIONAL EXCELLENCE, AND SERVE MEMBERS. 15 15 12 1950 13595 0 1622482 1664663 46617 56953 142262 133309 47394 59545 1858755 1914470 19250 20920 0 0 984688 952776 0 0 125423 839821 894165 1843759 1867861 14996 46609 5078873 5444959 383885 373618 4694988 5071341 X THE MISSION OF THE INTERNATIONAL HONOR SOCIETY BETA GAMMA SIGMA IS TO HONOR STUDENT EXCELLENCE IN BUSINESS EDUCATION, DEVELOP FORWARD-THINKING BUSINESS LEADERS, AND FOSTER A GLOBAL COMMUNITY TO BE CATALYSTS FOR GOOD. 0 0 914026 20920 91018 SCHOLARSHIP RECOGNITION AND SCHOLARSHIPS: SCHOLARSHIP RECOGNITION TO OUTSTANDING BUSINESS STUDENT AND FACULTY, TO ENCOURAGE AND IMPROVE ACADEMIC PERFORMANCE AND CAREER OUTLOOK AMONG OVER 900,000 LIFETIME MEMBERS FROM 649 COLLEGIATE CHAPTERS. 20,576 STUDENTS AND FACULTY RECIEVED INTERNATIONAL AND LIFETIME RECOGNITION IN FY25. 21908 2182 GLOBAL ALUMNI NETWORK: THE BGS ALUMNI NETWORK CONNECTS MEMBERS BOTH VIRTUALLY AND IN-PERSON. PROVIDING NETWORKING OPPORTUNITIES, PROFESSIONAL DEVELOPMENT, SOCIAL EVENTS AND SERVICE OPPORTUNITIES TO LOCAL COMMUNITIES, THE NETWORK INCREASES BGS' WORLDWIDE PRESENCE WHILE PROVIDING LIFETIME VALUE TO OUR MEMBERS. IN FY25, THERE WERE 50 EVENTS HELD WORLDWIDE, PROVIDED BY 32 ALUMNI CHAPTERS AND 15 NETWORKING GROUPS. BGS GLOBAL HQ PROVIDES ALUMNI CHAPTERS WITH THE OPPORTUNITY TO QUALIFY FOR GRANTS AND SCHOLARSHIPS TO HELP FUND THEIR PROGRAMMING EFFORTS. CONTINUED ON SCHEDULE OTHE NETWORK IS FURTHER SUPPORTED BY BGS PROGRAMMING. SERVICE OPPORTUNITIES ARE SUPPORTED THROUGH OUR WORLDWIDE PARTNERSHIP WITH JUNIOR ACHIEVEMENT, THROUGH WHICH ALUMNI CHAPTERS CAN EASILY PLAN VOLUNTEER ACTIVITIES. THE BGS ALUMNI CAREER DESIGN PROGRAM SUPPORTS OUR ALUMNI MEMBERS' LONG-TERM CAREER SUCCESS BY PROVIDING COACHING IN CAREER-PATHING AND GOAL SETTING. THIS VIRTUAL PROGRAM ALSO PROVIDES ADDITIONAL NETWORKING OPPORTUNITIES. FURTHER, BGS CAREER CENTRAL SUPPORTS OUR ALUMNI MEMBERS' PROFESSIONAL DEVELOPMENT AND CAREER OUTLOOK BY PROVIDING ACCESS TO CURATE CAREER CONTENT, PROGRAMS, WEBINARS AND EXCLUSIVE MEMBERS OFFERS. THE BGS ADVANTAGE WEBINAR SERIES OFFERS MONTHLY FREE WEBINARS FOR ALL BGS MEMBERS WITH TOPICS UNIQUE TO EACH SESSION. THESE SESSIONS OFFER SUPPORT AND INSIGHT INTO TOPICS LIKE CAREER ADVICE, PROFESSIONAL SKILL BUILDING AND LEVERAGING SUBJECT MATTER EXPERTS' ADVICE AND EXPERIENCES. 97448 9704 THE BETA GAMMA SIGMA (BGS) LEADERSHIP CONFERENCE SERIES: THE LEADERSHIP CONFERENCE SERIES (LCS) BRINGS TOGETHER TOP-EMERGING STUDENT LEADERS FROM BETA GAMMA SIGMA CHAPTERS WORLDWIDE FOR A TWO-DAY EXPERIENCE FOCUSED ON PRACTICAL LEADERSHIP SKILLS AND PERSONAL GROWTH. SESSIONS FOCUS ON HELPING STUDENTS DEVELOP SKILLS TO NAVIGATE AN EVER-EVOLVING GLOBAL BUSINESS LANDSCAPE, DEVELOP AUTHENTIC LEADERSHIP STYLES, AND STRENGTHEN DECISION-MAKING SKILLS. STUDENT ATTENDEES WILL BE ABLE TO DISCOVER THEIR AUTHENTIC LEADERSHIP STYLES, LEARN TO NAVIGATE THE WORKPLACE WITH CONFIDENCE, AND BE EQUIPPED TO DRIVE POSITIVE CHANGES ON A GLOBAL SCALE. CONTINUED ON SCHEDULE OFY25 HOST SCHOOLS INCLUDED LOYOLA MARYMOUNT UNIVERSITY AND NORTHERN KENTUCKY UNIVERSITY. EVENTS WERE HELD IN THE FALL AND THE SPRING SEASON. TOTAL ATTENDANCE FOR BOTH EVENTS WAS 127 STUDENTS REPRESENTING 73 COLLEGIATE CHAPTERS. 1033382 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X CHRISTINA ALLRICH 3144325650 2029 WOODLAND PARKWAY SUITE 130 SAINT LOUIS MO 63146 JOHN NAVIN BOARD CHAIR 2.00 X X 0 0 0 JOYCE STRAWSER VICE CHAIR/CHAIR-ELECT 2.00 X X 0 0 0 ANTHONY WILBON SECRETARY/TREASURER 2.00 X X 0 0 0 ANNE BALAZS DIRECTOR 1.00 X 0 0 0 LILY BI DIRECTOR 1.00 X 0 0 0 NARJESS BOUBAKRI DIRECTOR 1.00 X 0 0 0 WES HAMILTON-JESSOP DIRECTOR 1.00 X 0 0 0 KEN MERRITT DIRECTOR 1.00 X 0 0 0 LEANN POETH-CHERVENIC DIRECTOR 1.00 X 0 0 0 BLANE RUSCHAK DIRECTOR 1.00 X 0 0 0 NEETU SINGH DIRECTOR 1.00 X 0 0 0 DAYLE SMITH DIRECTOR 1.00 X 0 0 0 RETO STEINER DIRECTOR 1.00 X 0 0 0 CHANDRA SUBMANIAM DIRECTOR 1.00 X 0 0 0 CHRISTINA ALLRICH EXECUTIVE DIRECTOR 37.50 X 167066 0 19752 167066 0 19752 1 0 1 0 0 1502349 162314 1664663 STUDENT FORUMS 611430 32763 32763 PUBLICATION REVENUE 541800 13595 13595 PARTNERSHIPS/AFFILIATIONS 611710 10595 10595 56953 99515 99515 276802 243008 33794 33794 33794 93137 45113 48024 48024 11521 11521 11521 1914470 102903 13595 133309 12500 12500 8420 8420 194973 77989 97487 19497 603463 399977 176350 27136 33581 23071 9146 1364 64164 39469 21409 3286 56595 34348 18990 3257 81792 81792 30165 30165 150 150 67249 26546 40703 214551 121264 32217 61070 152273 83824 63667 4782 55525 36554 16293 2678 73847 1870 71977 27510 16659 9270 1581 19090 8141 10177 772 PROGRAMS AND EVENTS 138958 134836 4122 STRATEGIC PLAN 25141 25141 AWARDS 7914 7914 1867861 1033382 709056 125423 883494 980226 95698 181885 47380 49251 30471 17892 326384 324096 29798 2288 3844552 4110177 147480 103240 5078873 5444959 139062 179392 775 0 83428 80497 160620 113729 383885 373618 X 4665276 5044328 29712 27013 4694988 5071341 5078873 5444959 46609 329744 0 X 0 1 X 1 0 X 1896648 1863716 1674137 1622482 1664663 8721646 187725 189745 215146 141883 136495 870994 2084373 2053461 1889283 1764365 1801158 9592640 6250 4550 17693 5141 24611 58245 461 3684 20377 24522 6711 8234 38070 5141 24611 82767 9509873 75213 78090 80055 110300 99515 443173 75213 78090 80055 110300 99515 443173 2159586 2131551 1969338 1874665 1900673 10035813 0.94760 0.95260 0.04420 0.04050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 326384 324096 2288 2288 MUTUAL FUNDS 4110177 F 4110177 LEASE LIABILITIES - FINANCING LEASE 113729 113729 2259162 329744 45113 374857 1884305 30165 30165 1914470 1882809 45113 45113 1837696 30165 30165 1867861 PART IV, LINE 2B: THE ORGANIZATION HELD FUNDS FOR VARIOUS CHAPTERS IN THE AMOUNT OF $80,497 WHICH ARE INCLUDED IN AGENCY FUNDS ON THE STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 45,113. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 45,113. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES SCHOLARSHIPS RECOGNITION 77932 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SCHOLARSHIPS RECOGNITION 51039 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES SCHOLARSHIPS RECOGNITION 12015 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES SCHOLARSHIPS RECOGNITION 14991 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES SCHOLARSHIPS RECOGNITION 15443 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES SCHOLARSHIPS RECOGNITION 2222 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES SCHOLARSHIPS RECOGNITION 1017 0 0 0 0 0 0 174659 0 174659 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 7 3690 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 6 3010 CHECK SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 3 1720 CHECK 0 0 0 0 0 0 PART I, LINE 2: ORGANIZATION MAINTAINS DATABASE LISTING ALL INDUCTEES, SCHOOL OF INDUCTION AND ADDRESS. PART I, LINE 3: TOTAL EXPENSES WERE DIVIDED BY NUMBER OF STUDENTS INDUCTED PER COUNTRY. 1 SCHOLARSHIPS 24 12500 PART I, LINE 2: BETA GAMMA SIGNA (BGS) PROVIDES GRANTS THROUGH THE ALUMNI GRANT PROGRAM TO ALUMNI CHAPTERS. THESE CHAPTERS MUST APPLY AND MEET CERTAIN CRITERIA TO BE ELIGIBLE FOR THE GRANT PROGRAM. ELIGIBILITY INFORMATION IS KEPT ON FILE AT BGS HEADQUARTERS. IF APPROVED, GRANT MONEY IS DEPOSITED IN THE ALUMNI CHAPTER ACCOUNT. FOR ACCOUNTS HELD INTERNALLY, BGS MONITORS ALL SPENDING FROM THESE ACCOUNTS, CORRELATED WITH RECEIPTS AND A "SUMMARY OF USE" FROM AUTHORIZED OFFICERS. FOR ANY ACCOUNTS HELD EXTERNALLY, CHAPTERS ARE REQUIRED TO SUBMIT A BI-ANNUAL BANK STATEMENT WITH TRANSACTION INFORMATION, WHICH IS REVIEWED BY STAFF TO ENSURE MONEY IS BEING SPENT FOR APPROPRIATE EXPENSES. BGS KEEPS DOCUMENTATION OF ELIGIBILITY FOR OTHER IN-HOUSE SCHOLARSHIPS PROGRAMS, DOCUMENTS THE SELECTED WINNERS, AND IF APPLICABLE, HOW THEY WERE SELECTED. BSG ALSO KEEPS PROGRAM DESCRIPTIONS ON FILE FOR THE INTENT OF THE PROGRAM AND DOCUMENTS DELIVERY OF THE CHECK SENT TO THE SELECTED WINNER. X X X 0 0 0 0 0 0 0 0 0 CHRISTINA ALLRICH EXECUTIVE DIRECTOR 167066 0 0 0 0 0 13056 0 6696 0 186818 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 BETA GAMMA SIGMA MEMBERS ARE ELECTED TO A LIFETIME MEMBERSHIP BY THE FACULTY OF THE BUSINESS PROGRAM WHERE THEY ARE EDUCATED. THE FACULTY MEMBERS OF BETA GAMMA SIGMA AT THE EDUCATION INSTITUTION AND THE CURRENT MEMBERS COMPRISE THE ACTIVE CHAPTER. ONCE NO LONGER A STUDENT, A MEMBER BECOMES AN ALUMNI MEMBER. BETA GAMMA SIGMA CURRENTLY HAS OVER 900,000 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A IT IS THE ACTIVE CHAPTER IDENTIFIED IN THE RESPONSE TO THE QUESTION ON PAGE 6 PART IV, LINE 6, WHICH IS ENTITLED TO NOMINATE AND VOTE ON THE POTENTIAL MEMBERS OF THE BOARD OF GOVERNORS. EACH OF THE OVER 600 COLLEGIATE CHAPTERS IS ENTITLED TO ONE VOTE. ADDITIONALLY, BETA GAMMA SIGMA HAS ESTABLISHED OVER 30 ALUMNI CHAPTERS IN MAJOR METROPOLITAN AREAS. MEMBERSHIP IN AN ALUMNI CHAPTER IS OPEN TO MEMBERS RESIDING IN THAT GEOGRAPHICAL AREA. EACH ALUMNI CHAPTER IS ALSO ENTITLED TO VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF GOVERNORS IS SUBJECT TO THE BOARD POLICY MANUAL, THE BY-LAWS AND ARTICLES OF INCORPORATION. WHILE THE BOARD IS EMPOWERED TO MAKE CHANGES TO THE BOARD POLICY MANUAL, THE BY-LAWS MAY ONLY BE CHANGED BY THE VOTE OF THE CHAPTERS OF BETA GAMMA SIGMA. THE ACTIONS OF THE BOARD ARE REPORTED TO THE CHAPTERS DURING THE BIENNIAL MEETING OF CHAPTERS ON A FORMAL BASIS, AND INFORMALLY DURING THE ANNUAL MEETING AT WHICH THE CHAPTER REPRESENTATIVES GATHER. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE DRAFT IS SENT TO THE BOARD OF GOVERNORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BETA GAMMA SIGMA REQUIRES OFFICERS AND EMPLOYEES TO DISCLOSE ALL CONFLICTS OF INTEREST TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD SELECTION COMMITTEE OF BETA GAMMA SIGMA DETERMINES COMPENSATION OF THE EXECUTIVE DIRECTOR BASED ON POSITION, EXPERIENCE, AND MARKET RATE. THE EXECUTIVE DIRECTOR DETERMINES COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES BASED ON EXPERIENCE AND MARKET RATE. ALL SALARY INFORMATION IS SUBJECT TO REVIEW AND FINAL APPROVAL BY THE BOARD EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE OF BETA GAMMA SIGMA (WWW.BETAGAMMASIGMA.ORG). THE CONFLICT OF INTEREST POLICY IS CONTAINED WITHIN THE GOVERNING DOCUMENTS OF THE SOCIETY. A PUBLIC INSPECTION COPY OF THE SOCIETY'S TAX RETURN (FORM 990) IS MAINTAINED IN THE OFFICES OF BETA GAMMA SIGMA, INC.