2026-07-15T12:52:27-05:00 2025-08-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-09-01 351920532 ASSOCIATION OF FRATERNITYSORORITY ADVISORS FOUNDATION ASSO 9707974361 11722 ALLISONVILLE ROAD STE 103 FISHERS IN 46038 JASON BERGERON EXECUTIVE DIRECTOR 9707974361 2026-07-15 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2026-07-15 2024 2025-03-06 01:10:19Z JASON BERGERON 11722 ALLISONVILLE ROAD STE 103 FISHERS IN 46038 910516 0 X AFA1976.ORG/FOUNDATION X 1992 IN TO SECURE, INVEST, AND DISTRIBUTE THE NECESSARY RESOURCES TO SUPPORT THE OBJECTIVE OF THE ASSOCIATION OF FRATERNITY/SORORITY ADVISORS AND OTHER RELEVENT RESEARCH, SCHOLARSHIP, AND EDUCATIONAL PROGRAMMING THAT FURTHERS THE FRATERNITY/SORORITY ADVISING PROFESSION. 13 13 0 20 0 0 438875 835428 0 0 46076 74784 323 304 485274 910516 87515 99156 0 0 0 0 0 0 20597 129523 198142 217038 297298 268236 613218 1397416 2313788 81811 316303 1315605 1997485 TO SECURE, INVEST, AND DISTRIBUTE THE NECESSARY RESOURCES TO SUPPORT THE OBJECTIVE OF THE ASSOCIATION OF FRATERNITY/SORORITY ADVISORS AND OTHER RELEVENT RESEARCH, SCHOLARSHIP, AND EDUCATIONAL PROGRAMMING THAT FURTHERS THE FRATERNITY/SORORITY ADVISING PROFESSION. 0 0 187233 99156 PROVIDES GRANTS FOR ONGOING EDUCATIONAL PROGRAMMING FOR AFA MEMBERS, INDIVIDUAL SCHOLARSHIPS AND GRANTS, AND EDUCATIONAL PORTIONS OF THE ANNUAL CONFERENCE. 187233 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X THE ORGANIZATION 9707974361 11722 ALLISONVILLE ROAD STE 103 FISHERS IN 46038 X DR CARRIE WHITTIER CHAIR 4.00 X X 0 0 0 RYAN LUGABIHL VICE CHAIR 4.00 X X 0 0 0 JB GOLL TREASURER 4.00 X X 0 0 0 CHRIS JEFFERSON SECRETARY 4.00 X X 0 0 0 KATIE ABERNATHY BOARD MEMBER 2.00 X 0 0 0 JUSTIN ANGOTTI BOARD MEMBER 2.00 X 0 0 0 ANNE EMMERTH BOARD MEMBER 2.00 X 0 0 0 LINDSEY HOLLIS BOARD MEMBER 2.00 X 0 0 0 ADAM JOINER BOARD MEMBER 2.00 X 0 0 0 JENNIFER PIERCE THOMAS BOARD MEMBER 2.00 X 0 0 0 DR TONY VUKUSICH BOARD MEMBER 2.00 X 0 0 0 PATRICIA TUT WILSON BOARD MEMBER 2.00 X 0 0 0 EBONY WOFFORD BOARD MEMBER 2.00 X 0 0 0 DR JASON BERGERON EXECUTIVE DIRECTOR 10.00 X 0 0 0 MICHAEL WILSON CFO 10.00 X 0 0 0 0 0 0 0 0 0 1 0 835428 835428 74784 74784 OTHER INCOME 900099 304 304 304 910516 0 0 75088 99156 99156 63247 63247 1000 281 719 65 65 3304 927 2377 8826 5029 790 3007 12728 9800 1056 1872 3526 1468 158 1900 19224 8002 862 10360 689 531 57 101 BAD DEBT 85272 85272 FUNDRAISING 261 261 297298 187233 89468 20597 58049 444316 50978 19422 255638 537064 8427 13185 1024324 1299801 1397416 2313788 16185 216950 65626 99353 81811 316303 X 400866 397372 914739 1600113 1315605 1997485 1397416 2313788 613218 68662 0 X 1 X 0 1 0 X 109989 148792 173742 438875 835428 1706826 109989 148792 173742 438875 835428 1706826 84240 1622586 31260 47467 25589 46076 74784 225176 103 176 116 323 304 1022 1933024 0.83940 0.85100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 604151 194073 70475 21320 847379 483523 40845 98678 18895 604151 427302 24767 46380 14926 483523 507713 11749 -75514 16646 427302 424216 11579 82699 10781 507713 0.01000 0.53790 0.45210 0 0 0 DUE TO CENTER FOR FRATERNAL EXCELLENCE 99353 99353 979178 68662 68662 910516 0 910516 297298 0 297298 0 297298 PART V, LINE 4: THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A MAXIMUM OF 4% OF EACH ENDOWMENT FUND'S ANNUAL BALANCE. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. 0 ASSOCIATION OF FRATERNALSORORITY ADVISORS 11722 ALLISONVILLE ROAD SUITE 103 FISHERS IN 46038 161104950 501(C)(6) 99156 0 SUPPORT EDUCATIONAL PROGRAMMING 1 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 THE EXECUTIVE DIRECTOR AND CFO ARE COMPENSATED BY AN UNRELATED ENTITY, CENTER FOR FRATERNAL EXCELLENCE, FOR WORK PERFORMED FOR ASSOCIATION OF FRATERNITY/SORORITY ADVISORS FOUNDATION. THE EXECUTIVE DIRECTOR RECEIVED $26,242 FOR SERVICES TO THIS ORGANIZATION. THE CFO RECEIVED $14,707 FOR SERVICES TO THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION OF FRATERNITY SORORITY ADVISORS FOUNDATION (AFAF) HAS A SERVICE AGREEMENT WITH THE ASSOCIATION OF FRATERNITY SORORITY ADVISORS (AFA). AFA THEN HAS A SERVICE AGREEMENT WITH THE CENTER FOR FRATERNAL EXCELLENCE, ASSOCIATION MANAGEMENT COMPANY, TO PERFORM MANAGEMENT DUTIES INCLUDING CFO SERVICES, HUMAN RESOURCES, ACCOUNTING, OFFICE AND IT FUNCTIONS, AND OTHER ADMINISTRATIVE SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING WITH THE IRS. IN ADDITION, A COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS BEFORE FILING. THE MOST RECENT IRS FORM 990 FILING CAN BE REQUESTED BY CONTACTING THE CENTRAL OFFICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE ASSOCIATION'S BOARD OF DIRECTORS, VOLUNTEER LEADERS, THE EXECUTIVE DIRECTOR, AND OTHER EMPLOYEES. PERSONS COVERED BY THE POLICY ARE REQUIRED TO ANNUALLY DISCLOSE THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED TO THE PRESIDENT WHO WILL DETERMINE WHETHER TO :(A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THE POLICY; (C) ASK THE PERSON TO RECUSE HIM/HERSELF FROM PARTICIPATION IN RELATED DISCUSSIONIS OR DECISIONS WITHIN THE ASSOCIATION, OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ASSOCIATION OR, IF THE PERSON REFUSED TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ASSOCIATION'S REMOVAL PROCEDURES. THE ASSOCIATION'S EXECUTIVE DIRECTOR AND DESIGNATED BOARD MEMBER(S) WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION OCCURRED. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR EXECUTIVE DIRECTOR AND RECEIVED AT OUR CORPORATE OFFICE ADDRESS.