2026-07-15T15:22:04-05:00 2024-08-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2023-09-01 351920532 ASSOCIATION OF FRATERNITYSORORITY ADVISORS FOUNDATION ASSO 9707974361 11722 ALLISONVILLE ROAD 103 FISHERS IN 46038 JASON BERGERON EXECUTIVE DIRECTOR 9707974361 2026-07-14 1 1 CAMI DEMAREE CPA P00742922 3178413393 2026-07-09 2023 2025-03-06 01:10:19Z X JASON BERGERON 11722 ALLISONVILLE ROAD 103 FISHERS IN 46038 485274 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 RELEVANT RESEARCH, SCHOLARSHIP, AND EDUCATIONAL PROGRAMMING THAT FURTHERS THE FRATERNITY/SORORITY ADVISING PROFESSION. 11 11 0 20 0 0 173742 438875 0 0 25589 46076 116 323 199447 485274 119680 87515 0 0 0 0 0 0 36491 74451 129523 194131 217038 5316 268236 989000 1397416 56632 81811 932368 1315605 TO SECURE, INVEST, AND DISTRIBUTE THE NECESSARY RESOURCES TO SUPPORT THE OBJECTIVE OF THE ASSOCIATION OF FRATERNITY/SORORITY ADVISORS AND OTHER RELEVANT RESEARCH, SCHOLARSHIP, AND EDUCATIONAL PROGRAMMING THAT FURTHERS THE FRATERNITY/SORORITY ADVISING PROFESSION. 0 0 146859 87515 PROVIDES GRANTS FOR ONGOING EDUCATIONAL PROGRAMMING FOR AFA MEMBERS, INDIVIDUAL SCHOLARSHIPS AND GRANTS, AND EDUCATIONAL PORTIONS OF THE ANNUAL CONFERENCE. 146859 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 LINDSEY HOLLIS BOARD MEMBER 2.00 X 0 0 0 CARRIE WHITTIER CHAIR 4.00 X X 0 0 0 JB GOLL TREASURER 4.00 X X 0 0 0 RYAN LUGABIHL VICE CHAIR 4.00 X X 0 0 0 PATRICIA WILSON BOARD MEMBER 2.00 X 0 0 0 JENNIFER PIERCE THOMAS BOARD MEMBER 2.00 X 0 0 0 CHRIS JEFFERSON SECRETARY 4.00 X X 0 0 0 CHRIS GRAHAM BOARD MEMBER 2.00 X 0 0 0 ANNE EMMERTH BOARD MEMBER 2.00 X 0 0 0 JUSTIN ANGOTTI BOARD MEMBER 2.00 X 0 0 0 KATIE ABERNATHY BOARD MEMBER 2.00 X 0 0 0 JASON BERGERON EXECUTIVE DIRECTOR 10.00 X 22673 0 2598 MICHAEL WILSON CFO 10.00 X 13282 0 1991 35955 0 4589 0 0 0 0 0 438875 438875 46076 46076 OTHER INCOME 900099 323 323 323 485274 0 0 46399 X 87515 87515 2487 1268 1219 4503 2289 1023 1191 65 65 68932 35036 15658 18238 951 393 294 264 14821 7554 7267 31320 7893 7593 15834 789 402 387 OTHER EXPENSES 4691 4509 182 FUNDRAISING EXPENSE 964 964 217038 146859 33688 36491 125832 58049 50978 6500 255638 9803 8427 846865 1024324 989000 1397416 16099 16185 40533 65626 56632 81811 X 397327 400866 535041 914739 932368 1315605 989000 1397416 268236 115001 0 X 1 X 0 1 0 X 140810 109989 148792 173742 438875 1012208 140810 109989 148792 173742 438875 1012208 0 0 0 1012208 28044 31260 47467 25589 46076 178436 28044 31260 47467 25589 46076 178436 71 103 176 116 323 789 168925 141352 196435 199447 485274 1191433 0.84960 0.82300 0.14980 0.17610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 483523 47317 98676 11016 8045 610455 427302 24767 46380 14926 483523 507713 11749 -75514 16646 427302 424216 11579 82699 10781 507713 361864 16523 55181 9352 424216 1.00000 0 0 0 DUE TO CENTER FOR FRATERNAL EXCELLENCE, INC. 333 DUE TO ASSOCIATION OF FRATERNITY/SORORITY ADVISORS, INC. 65293 65626 X 600210 115001 115001 485209 65 65 485274 216973 0 216973 65 65 217038 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. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH AUGUST 31, 2023 AND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). 1 ASSOCIATION OF FRATERNALSORORITY ADVISORS 11722 ALLISONVILLE ROAD STE 103 FISHERS IN 46038 161104950 501(C)(6) 67657 0 SUPPORT EDUCATIONAL PROGRAMMING 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 JASON BERGERON IS COMPENSATED BY AN UNRELATED ENTITY, CENTER FOR FRATERNAL EXCELLENCE, FOR WORK PERFORMED FOR ASSOCIATION OF FRATERNITY AND SORORITY ADVISORS FOUNDATION. HE RECEIVED $22,673 FOR THE FISCAL YEAR 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 ASSOCIATION OF FRATERNITY SORORITY ADVISORS (AFA). AFA THEN HAS A SERVICE AGREEMENT WITH 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 AND ALL RELATED SCHEDULES, STATEMENT, AND ATTACHMENTS ARE 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 DISCUSSIONS OR DECISIONS WITHIN THE ASSOCIATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ASSOCIATION OR, IF THE PERSON REFUSES 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 HAS OCCURRED. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR EXECUTIVE DIRECTOR AND RECEIVED AT OUR CORPORATE OFFICE ADDRESS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 35,036. MANAGEMENT AND GENERAL EXPENSES 15,658. FUNDRAISING EXPENSES 18,238. TOTAL EXPENSES 68,932. AMENDED FORM 990, SCHEDULES THE RETURN IS BEING AMENDED TO REFLECT THE MOST RECENT COMPILATION OF THE FISCAL YEAR. THE FOLLOWING FORMS CONTAIN AMENDMENTS: FORM 990 ALONG WITH THE SCHEDULES CONTAIN AMENDMENTS.