National Council of Beta Alpha Psi
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 technology, and analytics providing opportunities for service, professional development, and interaction among members and financial professionals; and fostering lifelong ethical, social, and public responsibilities.
National Council of Beta Alpha Psi at a glance
In short: National Council of Beta Alpha Psi gave $60K across 1 grant in 2025 (avg $60K), mostly in Florida. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $60,000
- -6.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $60,000
- -6.3% vs 2024
- Median grant
- $60,000
- Total assets
- $3,614,072
- +28.3% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who National Council of Beta Alpha Psi funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Heart of Florida United Way ($60K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How National Council of Beta Alpha Psi gives
- Giving grew 555% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $9K (2022) to $85K (2023). In 2025 it made 1 grant totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heart of Florida United Way Orlando, FL | Community impact activity | $60,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $3,614,072 | $1,713,931 | $1,613,315 | $60,000 | 1 | $52,498 |
| 2024 | $2,817,643 | $1,595,964 | $1,826,072 | $64,000 | 1 | $81,381 |
| 2023 | $3,144,578 | $1,411,411 | $1,554,371 | $85,000 | 1 | $31,851 |
| 2022 | $3,196,369 | $1,201,017 | $847,283 | $9,155 | 1 | $2,994 |
| 2021 | $2,875,360 | $1,165,171 | $761,317 | — | — | $12,563 |
| 2020 | $3,246,684 | $1,623,533 | $1,823,251 | $59,000 | 1 | $31,986 |
| 2019 | $2,747,482 | $1,626,367 | $1,815,471 | $47,125 | 3 | $23,092 |
About National Council of Beta Alpha Psi
Based on IRS filings
National Council of Beta Alpha Psi is a public charity, based in Lakewood Ranch, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 1 grant totaling $60K. Net investment income was $52K.
Leadership & Key People
Officers and directors from IRS filings
National Council of Beta Alpha Psi is led by Margaret Fiorentino, Executive Director on the 2025 filing; 2 of 24 officers listed in 2025 are compensated.
Officers on the 2025 filing
Margaret Fiorentino
Executive Director
New on the 2025 filing
40 hrs/week
$135K (2025)
Patricia Poli
President
President-Elect → President, 2025
On filings since 2024
3 hrs/week
No compensation reported
Jeremy Carrine
Outgoing Professional Partners Chair
Professional Chair-Elect → Professional Partners Chair, 2024
Professional Partners Chair → Outgoing Professional Partners Chair, 2025
On filings since 2023
2 hrs/week
No compensation reported
Leanne Lutkus
Professional Partners Chair
Professional Partners Chair-Elect → Professional Partners Chair, 2025
On filings since 2024
3 hrs/week
No compensation reported
Brian McGuire
Interim Director of Administration
Past President → Outgoing Past President, 2022
Outgoing Past President → Interim Director of Administration, 2025
On filings since 2019
3 hrs/week
No compensation reported
Danielle Bradley
At-Large Director - Operational Sustainability
At-Large Director - Operational Sustainability → At-Large Director - Operational Stability, 2024
At-Large Director - Operational Stability → At-Large Director - Operational Sustainability, 2025
On filings since 2019
2 hrs/week
No compensation reported
Eddie Nabors
Director of Administration
Outgong Chapter Advocate → Director of Adminidtration, 2024
Director of Adminidtration → Director of Administration, 2025
On filings since 2020
3 hrs/week
No compensation reported
Rebecca Goessel
Outgoing At-Large Director
At-Large Director - Diversity, Equity & Inclusion → Outgoing At-Large Director - Diversity, Equity, I & At-Large Director - Dei, 2024
Outgoing At-Large Director - Diversity, Equity, I & At-Large Director - Dei → Outgoing At-Large Director, 2025
On filings since 2023
3 hrs/week
No compensation reported
Teresa Conover
Director of Global Activities
Director of Global Activities → Director of Global Activit, 2024
Director of Global Activit → Director of Global Activities, 2025
On filings since 2023
2 hrs/week
No compensation reported
Bailey Maxwell
At-Large Director
New on the 2025 filing
2 hrs/week
No compensation reported
Lisa Wicker
Manager & Chapter Services
New on the 2025 filing
40 hrs/week
$104K (2025)
Mark Myring
Past President
President-Elect → President, 2024
President → Past President, 2025
On filings since 2019
3 hrs/week
No compensation reported
Rita Grant
Outgoing Chapter Advocate
Outgoing Past President → Third Year Chapter Advocat, 2024
Third Year Chapter Advocat → Outgoing Chapter Advocate, 2025
On filings since 2019
3 hrs/week
No compensation reported
Raymond Elson
President-Elect
Director of Administration → Outgoing Director of Administration, 2024
Outgoing Director of Administration → President-Elect, 2025
On filings since 2021
3 hrs/week
No compensation reported
Kimberly Ellison-Taylor
Outgoing Past President
President → Past President, 2024
Past President → Outgoing Past President, 2025
On filings since 2022
2 hrs/week
No compensation reported
Rilley Ramos
Outgoing Alumni Advocate
Alumni Representative → Alumni Advocate, 2024
Alumni Advocate → Outgoing Alumni Advocate, 2025
On filings since 2022
2 hrs/week
No compensation reported
Mangala Prasetia
Alumni Advocate
Alumni Representative → Alumni Advocate, 2024
On filings since 2023
3 hrs/week
No compensation reported
Sridhar Sundaram
Dean Representative
On filings since 2023
3 hrs/week
No compensation reported
Fred Ng
Outgoing Chapter Advocate
Third Year Chapter Advocat → Outgoing Chapter Advocate, 2025
On filings since 2024
2 hrs/week
No compensation reported
Jason Stanfield
Outgoing Chapter Advocate
Third Year Chapter Advocat → Outgoing Chapter Advocate, 2025
On filings since 2024
2 hrs/week
No compensation reported
Avneet Nagra
Third Year Chapter Advocate
New on the 2025 filing
3 hrs/week
No compensation reported
Chad Kelsey
Alumni Representative
New on the 2025 filing
3 hrs/week
No compensation reported
Connie McKnight
Third Year Chapter Advocate
New on the 2025 filing
3 hrs/week
No compensation reported
Kelly Rath
Professional Partners Chair-Elect
New on the 2025 filing
3 hrs/week
No compensation reported
Former officers (35)
- Former: Michael Mullen (2020–2024) — Outgoing At-Large Director - Financ
- Former: Steven Mezzio (2020–2024) — Outgoing At-Large Director - Innova
- Former: Scott McQuillan (2021–2024) — Outgoing Past President
- Former: Jan Taylor (2022–2024) — Outgoing Aicpa Liason
- Former: Jodi Ryan (2022–2024) — Outgoig Profesional Chair
- Former: Lisa Owens-Jackson (2023–2024) — Outgoing Third Year Chapter Advocate
- Former: Mark Judd (2023–2024) — Outgoing Third Year Chapter Advocate
- Former: Barbara Ritter (2020–2023) — Outgoing Dean
- Former: McKenzie Gravitt (2021–2023) — Outgoing Alumni Representative
- Former: Valerie Wendt (2021–2023) — Outgoing Professional Chair
- Former: Cassy Henderson (2022–2023) — Outgoing Chapter Advocate
- Former: Sandra Cerola (2022–2023) — Outgong Chapter Advocate
- Former: Pearl Rozenberg (2019–2022) — Director of Global Activities
- Former: Alicia Fleri (2020–2022) — At-Large Director - Digital
- Former: Michael Brown (2020–2022) — Outgoing Professional Chair
- Former: Wilson Ling (2020–2022) — Outgoing Alumni Representative
- Former: Marci Butterfield (2021–2022) — Outgoing Chapter Advocate
- Former: Alexandra Miller CPA (2019–2021) — Outgoing Past President
- Former: Paul Wiese (2019–2021) — Outgoing Professional Chair
- Former: Scott Hobson (2019–2021) — Outgoing Director of Administration
- Former: Yvonne L. Hinson (2019–2021) — Aicpa Liaison
- Former: Sarah Bee (2020–2021) — Outgoing Chapter Advocate
- Former: Dori Danko (2021) — Third Year Chapter Advocate
- Former: Julie Harrison (2021) — Third Year Chapter Advocate
- Former: Arthur Reed (2019–2020) — Chapter Advocate
- Former: Casey Jo Chapman (2019–2020) — Outgoing Chair of Pp
- Former: Eric Jack (2019–2020) — Outgoing Dean Representative
- Former: Kelly Noe (2019–2020) — Chapter Advocate
- Former: Sandra Richtermeyer (2019–2020) — Outgoing Past President
- Former: Scott Archer (2019–2020) — Outgoing Alumni Representative
- Former: Brett Govendir (2019) — Chapter Advocate
- Former: Chris Lyon (2019) — Chapter Advocate
- Former: Danielle Brannock (2019) — Outgoing Alumni Representative
- Former: Merle Hopkins (2019) — Outgoing Past President
- Former: Nick Milazzo (2019) — Outgoing Chair of Professional Partners
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $135K, to Margaret Fiorentino (Executive Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about National Council of Beta Alpha Psi
How much does National Council of Beta Alpha Psi give each year?
National Council of Beta Alpha Psi gave $60K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $64K across 1 grant.
How large is National Council of Beta Alpha Psi?
National Council of Beta Alpha Psi reported $3.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.7M.
Where does National Council of Beta Alpha Psi operate?
National Council of Beta Alpha Psi has awarded grants in Arkansas, Arizona, Florida, Nevada, Virginia, Washington.
What is National Council of Beta Alpha Psi's EIN?
National Council of Beta Alpha Psi's EIN (Employer Identification Number) is 23-7046830. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2025 (received by the IRS January 29, 2026)
- IRS filings on file for fiscal years 2019–2025
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