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Beta Alpha Psi National Council

EIN 36-3554982 · Lakewood Rch, FL

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong100 out of 100GovernanceFair59 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$622,465
Spending
$518,745
Spent on programs
87%
Reserves
12.6 months of spending
Largest source of income
donations and private grants, 79%
Employees
0
Volunteers
24

Source: Form 990 for the year ending April 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Strong: 100 out of 100.

  • Reserves

    35 of 35

    Spendable reserves would cover 12.6 months of spending.

  • Debt

    20 of 20

    It owes 4% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 17% of income.

  • Income trend

    15 of 15

    Income rose 38% on the year before.

  • Spending floor

    15 of 15

    87% of spending went to programs and raising each dollar of donations cost 1 cents.

Source: Form 990 for the year ending April 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Fair: 59 out of 100.

  • Independent board

    25 of 25

    15 of 15 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Independent check of accounts

    6 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending April 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $449,395 spent. 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.

Source: Form 990 for the year ending April 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Worth knowing.

    Not individually listed by the IRS as eligible, which is usual for local chapters covered by a parent organization's exemption. The master file records contributions to it as deductible.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending April 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since February 1974.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.