2024-01-30T12:55:09-06:00 2023-04-30 221478099 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2022-05-01 237046830 NATIONAL COUNCIL OF BETA ALPHA PSI NATI 9194024044 220 LEIGH FARM ROAD DURHAM NC 27707 MARGARET FIORENTINO EXECUTIVE DIRECTOR 9194024044 2024-01-29 1 MARGARET FIORENTINO 999009999 1 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 DURHAM NC 27707 1411411 0 X WWW.BAP.ORG X 1919 NC THE MISSION OF BETA ALPHA PSI, THE PREMIER INTERNATIONAL HONOR AND SERVICE ORGANIZATION FOR FINANCIAL AND BUSINESS INFORMATION STUDENTS AND PROFESSIONALS, IS TO INSPIRE AND SUPPORT EXCELLENCE BY:- ENCOURAGING THE STUDY AND PRACTICE OF ACCOUNTANCY, FINANCE, BUSINESS ANALYTICS OR DIGITAL TECHNOLOGY;- PROVIDING OPPORTUNITIES FOR SERVICE, PROFESSIONAL DEVELOPMENT, AND INTERACTION AMOUNT MEMBERS AND FINANCIAL PROFESSIONALS; AND- FOSTERING LIFELONG ETHICAL, SOCIAL, AND PUBLIC RESPONSIBILITIES. 16 16 0 23 0 0 975075 933807 197772 424624 2994 31851 25176 21129 1201017 1411411 183514 257022 0 0 0 0 0 0 0 663769 1297349 847283 1554371 353734 -142960 3196369 3144578 380473 471642 2815896 2672936 X THE MISSION OF BETA ALPHA PSI, THE PREMIER INTERNATIONAL HONOR AND SERVICE ORGANIZATION FOR FINANCIAL AND BUSINESS INFORMATION STUDENTS AND PROFESSIONALS, IS TO INSPIRE AND SUPPORT EXCELLENCE BY:- ENCOURAGING THE STUDY AND PRACTICE OF ACCOUNTANCY, FINANCE, BUSINESS ANALYTICS OR DIGITAL TECHNOLOGY;- PROVIDING OPPORTUNITIES FOR SERVICE, PROFESSIONAL DEVELOPMENT, AND INTERACTION AMOUNT MEMBERS AND FINANCIAL PROFESSIONALS; AND- FOSTERING LIFELONG ETHICAL, SOCIAL, AND PUBLIC RESPONSIBILITIES. 0 0 1167797 257022 445753 LOCAL AND NATIONAL CHAPTERS PROVIDE ENCOURAGEMENT AND RECOGNITION TO MEMBERS FOR SCHOLASTIC AND PROFESSIONAL EXCELLENCE IN THE FIELD OF ACCOUNTING, FINANCE AND DATA ANALYTICS THROUGH VARIOUS AWARDS AND PROGRAMS. 1167797 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 NY NC CA X X MARGARET FIORENTINO 9194024044 AICPA220 LEIGH FARM RD 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 467175 466632 933807 ANNUAL MEETING 900099 218692 218692 REGIONAL MEETING 900099 111110 111110 CHAPTER MAINTENANCE FE 900099 90822 90822 CHARTER AND PETITION F 900099 4000 4000 424624 31851 31851 21129 21129 21129 1411411 445753 0 31851 215347 215347 27675 27675 14000 14000 329210 49938 279272 1984 1984 52184 30999 21185 26088 26088 28714 347 28367 29802 29626 176 59373 59373 14646 14646 3696 3696 51894 51894 REGIONAL MEETING 672167 672167 ANNUAL MEETING 26960 26960 CHAPTER INSTALLATIONS A 525 525 106 106 1554371 1167797 386574 0 2808928 2732621 250021 250206 42500 94260 91265 57233 267563 257305 3655 10258 3196369 3144578 54574 114327 325899 357315 380473 471642 X 2633956 2506731 181940 166205 2815896 2672936 3196369 3144578 -142960 0 X 0 1 X 1 0 X 1022286 1048270 971689 975075 933807 4951127 575484 539640 175107 197772 424624 1912627 1597770 1587910 1146796 1172847 1358431 6863754 0 0 0 6863754 23092 31986 12563 2994 31851 102486 23092 31986 12563 2994 31851 102486 5505 3638 5812 25176 21129 61260 1626367 1623534 1165171 1201017 1411411 7027500 0.97670 0.98280 0.01460 0.01140 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 5,505. 2019 AMOUNT: $ 3,638. 2020 AMOUNT: $ 5,812. 2021 AMOUNT: $ 25,176. 2022 AMOUNT: $ 21,129. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 267563 257305 10258 10258 X 1468491 57080 57080 1411411 0 1411411 1611451 57080 57080 1554371 0 1554371 PART X, LINE 2: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT APRIL 30, 2023 AND 2022. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS PRIOR TO FISCAL YEAR ENDED APRIL 30, 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. AS OF APRIL 30, 2023 AND 2022, THE ORGANIZATION DID NOT INCUR ANY INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS. 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 CHAPTER GRANT 14000 0 0 0 0 0 0 14000 0 14000 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CHAPTER SUPPORT 6000 WIRE 0 FMV 1 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 HEART OF FLORIDA UNITED WAY 1940 CANNERY WAY ORLANDO FL 32804 590808854 501(C)(3) 85000 0 BETA ALPHA PSI COMMUNITY IMPACT DAY 1 1 FACULTY ADVISOR AWARDS 4 20000 MEMBER SCHOLARSHIPS 71 7675 PART I, LINE 2: THE GRANTS ARE GIVEN TO THE BETA ALPHA PSI CHAPTERS. THE FACULTY ADVISORS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS TO DETERMINE IF THE GRANTS ARE USED FOR THE PURPOSES FOR WHICH THEY WERE GIVEN. FORM 990, PART VI, SECTION A, LINE 4 THE CONSTITUTION AND BY-LAWS WERE AMENDED TO REMOVE THE ONE AND ONE-HALF YEARS OF COLLEGIATE STUDY REQUIREMENT FROM MEMBERSHIP ELIGIBILITY AND TO OPEN THE EXECUTIVE GRADUATE HONOR TO ALL AACSB SCHOOLS REGARDLESS IF THEY HAVE A BAP CHAPTER OR NOT. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF BETA ALPHA PSI SHALL BE LIMITED TO THOSE PERSONS WHO HAVE ACHIEVED SCHOLASTIC AND/OR PROFESSIONAL EXCELLENCE IN THE FIELDS OF ACCOUNTING, FINANCE OR DATA ANALYTICS. MEMBERSHIP SHALL CONSIST FOR FOUR CATEGORIES; STUDENT, FACULTY, ALUMNUS, AND HONORARY. STUDENTS WHO HAVE GRADUATED AND FACULTY WHO HAVE TERMINATED THEIR EMPLOYMENT SHALL BECOME ALUMNI MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE POWER TO VOTE TO APPROVE THE SLATE OF NOMINEES FOR THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED TAX RETURN WILL BE PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW AND DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO MONITOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND ANNUALLY SIGN A STATEMENT REGARDING THEIR COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 18 THE TAX RETURN IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION OFFICE AND IS POSTED ON THE WEBSITE, WWW.BAP.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE ORGANIZATION OFFICE UPON REQUEST.