2026-08-21T12:53:50-05:00 2025-12-31 362886485 DUGAN & LOPATKA CPA'S PC 4320 WINFIELD ROAD SUITE 450 WARRENVILLE IL 605554036 990 2025-01-01 133084204 ALFA INTERNATIONAL GLOBAL LEGAL NETWORK INC ALFA 3126422532 980 NORTH MICHIGAN AVENUE 1180 CHICAGO IL 606114501 JESSICA ZAROSKI BAUER CEO 3126422532 2026-08-19 1 HUGH ELLIOTT P00723487 6306654440 2026-08-19 2025 2025-03-06 01:10:19Z JESSICA ZAROSKI BAUER 980 NORTH MICHIGAN AVENUE 1180 CHICAGO IL 606114501 4997759 0 X WWW.ALFAINTERNATIONAL.COM X 1980 DE LEGAL ASSOCIATION PROVIDING EDUCATIONAL AND MARKETING SERVICES TO MEMBER FIRMS. 16 16 16 20 0 0 0 0 3664492 3804379 298896 303366 0 0 3963388 4107745 0 0 0 0 1388532 1362369 0 0 0 2346571 2400737 3735103 3763106 228285 344639 4987200 4781962 1730032 1189158 3257168 3592804 X LEGAL ASSOCIATION PROVIDING EDUCATIONAL AND MARKETING SERVICES TO MEMBER FIRMS. 0 0 MEMBER SERVICESOBJECTIVE: TO STRENGTHEN ALFA INTERNATIONAL'S GLOBAL NETWORK OF INDEPENDENT LAW FIRMS BY HELPING MEMBERS BUILD RELATIONSHIPS, REFER WORK, DEVELOP BUSINESS AND ACCESS LEADERSHIP OPPORTUNITIES TO MAXIMIZE THEIR MEMBERSHIP VALUE.ALFA INTERNATIONAL PROVIDES:- MEMBER ONBOARDING AND OUTREACH- CEO VISITS- BUSINESS DEVELOPMENT SUPPORT- PRACTICE GROUP, ANCILLARY GROUP AND COMMITTEE COORDINATION, INCLUDING EVENT PLANNING- REFERRAL TRACKING- WORK SURVEY ADMINISTRATION- INFORMATION SHARING VIA WEBSITE PASSWORD-PROTECTED PORTAL- SHARING NEWS AND PUBLICATIONS ON ALFAI SOCIAL MEDIA PLATFORMS AND ALFAI WEBSITE- CONDUCTING CLIENT FEEDBACK CALLS- ACCOUNTING SERVICES RELATED TO EVENT LOGISTICSEXAMPLES INCLUDE:- SUPPORTING APPROXIMATELY 140-MEMBER FIRMS INCLUDING 12 ACTIVE PRACTICE GROUPS AND 4 INTERNATIONAL REGIONAL GROUPS, AND THE MANAGING PARTNER AND MARKETING MANAGERS' INTEREST FORUMS- COORDINATING MONTHLY AND QUARTERLY CALLS FOR PRACTICE GROUPS AND SEVERAL COMMITTEE MEETINGS- COORDINATING LOGISTICS AND AGENDAS FOR IN-PERSON PRACTICE GROUP AND COMMITTEE MEETINGS- CONDUCTING STRATEGY SESSIONS FOR ACTIVE PRACTICE GROUPS- UPDATING MEMBER FIRM AND ATTORNEY PROFILE PAGES ON THE ALFAI WEBSITE- MAINTAINING MEMBER RESOURCES THROUGH THE PASSWORD-PROTECTED WEBSITE PORTAL- DISTRIBUTING REFERRAL AND WORK SURVEY RESULTS- CONDUCTING CLIENT FEEDBACK CALLS- BUILDING BRAND AWARENESS THROUGH POSTING OF MEMBER NEWS AND PUBLICATIONS VIA SOCIAL MEDIAIN 2025, ALFAI REPORTED THAT 78% OF MEMBER FIRMS SUBMITTED REFERRAL REPORTS TO HEADQUARTERS, 88% OF MEMBER FIRMS WERE IDENTIFIED AS RECEIVING AT LEAST ONE INBOUND REFERRAL, AND EIGHT CLIENT FEEDBACK CALLS HAD BEEN CONDUCTED. ALFAI ALSO SUPPORTED MEMBERSHIP DEVELOPMENT BY WELCOMING NEW MEMBER FIRMS IN MARKETS SUCH AS BOISE, EL SALVADOR, CROATIA AND SAUDI ARABIA AND BY IDENTIFYING PRIORITY MEMBERSHIP SEARCHES IN THE UNITED STATES AND INTERNATIONALLY. EDUCATIONAL PROGRAMS OBJECTIVE: TO PROVIDE HIGH-QUALITY LEGAL EDUCATION, PROFESSIONAL DEVELOPMENT, CLIENT ENGAGEMENT AND RELATIONSHIP-BUILDING OPPORTUNITIES THAT HELP MEMBER ATTORNEYS, CLIENTS AND LAW FIRM PROFESSIONALS STAY INFORMED, IMPROVE LEGAL SERVICE DELIVERY AND STRENGTHEN CROSS-FIRM COLLABORATION. ALFA INTERNATIONAL DEVELOPS AND DELIVERS EDUCATIONAL PROGRAMS THROUGH PRACTICE GROUP SEMINARS, REGIONAL MEETINGS, WEBINARS, ROUNDTABLES, LEADERSHIP MEETINGS AND CLIENT-FOCUSED PROGRAMS.IN 2025, ALFAI'S PLANNED ACTIVITIES INCLUDED SIX PRACTICE GROUP SEMINARS, ONE INTERNATIONAL CLIENT SEMINAR, ONE ANNUAL BUSINESS MEETING, THREE INTERNATIONAL REGIONAL SEMINARS, EIGHT REGIONAL SEMINARS, EIGHT WEBINARS, TWO FACE-TO-FACE COMMITTEE MEETINGS, FIVE IN-PERSON PRACTICE GROUP AND/OR CLIENT ADVISORY BOARD MEETINGS AND ONE MANAGING PARTNER MEETING.- 157 ALFAI ATTORNEYS AT THE 2025 ANNUAL BUSINESS MEETING - 54 ATTENDEES AT THE WOMEN'S INITIATIVE PROGRAM- 59 ATTORNEYS AT THE CORPORATE TRANSACTIONS MEETING- AT LEAST 482 PARTICIPANTS IN 2025 SEMINARS BASED ON AVAILABLE ATTENDANCE FIGURES - 255 WEBINAR REGISTRANTS ACROSS EIGHT WEBINARS, INCLUDING 126 TOTAL ATTENDEES PUBLICATIONSOBJECTIVE: TO INFORM, EDUCATE AND ENGAGE ALFAI MEMBERS AND CLIENTS BY DISTRIBUTING TIMELY LEGAL, ORGANIZATIONAL AND NETWORK-RELATED INFORMATION THROUGH WRITTEN AND DIGITAL COMMUNICATION PLATFORMS. ALFA INTERNATIONAL PUBLISHES AND DISTRIBUTES RESOURCES THAT KEEP MEMBERS AND CLIENTS INFORMED ABOUT NETWORK ACTIVITY, LEGAL DEVELOPMENTS, MEMBER FIRM NEWS AND UPCOMING OPPORTUNITIES FOR ENGAGEMENT. PUBLICATIONS INCLUDE HEADQUARTERS NEWSLETTERS, CLIENT-FACING ALFAI ADVANTAGE NEWSLETTERS, SEMINAR MATERIALS, ON-DEMAND WEBINAR RECORDINGS, PRACTICE GROUP COMPENDIA AND QUICK-REFERENCE GUIDES, EVENT BROCHURES, ANNOUNCEMENTS, SOCIAL MEDIA CONTENT AND WEBSITE RESOURCES.- EXAMPLES INCLUDE HEADQUARTERS NEWSLETTERS SUMMARIZING MEMBERSHIP UPDATES, BOARD ACTIONS, PRACTICE GROUP ACTIVITY, REGIONAL MEETINGS, THIRD-PARTY EVENTS AND UPCOMING PROGRAMS.- ALFAI ADVANTAGE NEWSLETTERS SENT TO THE APPROXIMATELY 4,000-PERSON DISTRIBUTION LIST CONSISTING OF EVENT ANNOUNCEMENTS, NEWS AROUND THE NETWORK, SOCIAL MEDIA RECAPS AND TIMELY ALFAI NETWORK UPDATES.DURING THE REFERENCED PERIOD, ALFAI:- DISTRIBUTED SEVEN ALFAI ADVANTAGE NEWSLETTERS TO THE CLIENT LIST- CREATED OR UPDATED THREE COMPENDIA OR QUICK-REFERENCE RESOURCES, INCLUDING HOSPITALITY & RETAIL, TRANSPORTATION AND PRODUCT LIABILITY & COMPLEX TORTS- ALFAI ALSO MAINTAINED ON-DEMAND WEBINAR RECORDINGS FOR EIGHT RECENT WEBINARS - POSTED MORE THAN 100 SOCIAL MEDIA POSTSACCORDING TO SOCIAL SPROUT ANALYTICS, ALFAI'S MAIN SOURCE OF SOCIAL MEDIA ENGAGEMENT COMES FROM LINKEDIN, WITH 585 NEW FOLLOWERS REPORTED FOR JUNE 2024 THROUGH JUNE 2025, AND ALFAI RANKING FIRST AMONG COMPETITORS FOR TOTAL POST METRICS AND FOURTH FOR TOTAL ENGAGEMENT METRICS THROUGHOUT 2025. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 1 1 0 16 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X ROBERT REILAND 3126422532 980 NORTH MICHIGAN AVENUE 1180 CHICAGO IL 606114501 GRACE VB GARCIA CHAIR 2.00 X X 0 0 0 DOUGLAS BARR VICE CHAIR 2.00 X X 0 0 0 DAWN DILLON TREASURER (AS OF 10/9/25) 2.00 X X 0 0 0 MACKENZIE MONACO SECRETARY 2.00 X X 0 0 0 EDWARD HAYES CHAIR EMERITUS 2.00 X X 0 0 0 PABLO BELHEM DIRECTOR (AS OF 10/9/25) 2.00 X 0 0 0 ALAN FERSHTMAN DIRECTOR 2.00 X 0 0 0 JOSEPH FORTNER DIRECTOR (THRU 10/9/25) 2.00 X 0 0 0 IAN FRANK DIRECTOR (THRU 10/9/25) 2.00 X 0 0 0 CEES-FRANS GREEVEN DIRECTOR 2.00 X 0 0 0 DANIEL HUGHES DIRECTOR 2.00 X 0 0 0 BENJAMIN JONES DIRECTOR 2.00 X 0 0 0 SHEILA KERWIN DIRECTOR (THRU 10/9/25) 2.00 X 0 0 0 VANKY MAK DIRECTOR (THRU 10/9/25) 2.00 X 0 0 0 BYRONA MAULE DIRECTOR 2.00 X 0 0 0 CHRISTOPHER MUELLER DIRECTOR (AS OF 10/9/25) 2.00 X 0 0 0 COURTNEY NICHOLS DIRECTOR (AS OF 10/9/25) 2.00 X 0 0 0 TIM PEEPLES DIRECTOR (AS OF 10/9/25) 2.00 X 0 0 0 BETH ROSE DIRECTOR 2.00 X 0 0 0 DANIEL ROSENBERG DIRECTOR 2.00 X 0 0 0 JESSICA ZAROSKI BAUER CEO 40.00 X 277470 0 44918 ROBERT REILAND CFO 40.00 X 195296 0 44528 KATHERINE MCCORMACK CHIEF MARKETING OFFICER 40.00 X 164651 0 33986 ARIA T WOLF CHIEF EVENTS OFFICER 40.00 X 132654 0 27840 770071 0 151272 4 0 1 0 0 MEMBERSHIP DUES 900099 2010475 2010475 SEMINAR INCOME 900099 1793904 1793904 3804379 61865 61865 1131515 890014 241501 241501 241501 4107745 3804379 0 303366 562212 660009 1716 56355 82077 3842 17300 20781 203652 35100 27306 123649 1854869 50722 22603 MEMBERSHIP DEVELOPMENT 18773 BOARD EXPENSES 12051 MISCELLANEOUS 9684 TRAINING 405 3763106 149711 253723 81776 156099 602872 370263 980196 1223361 206594 169179 77087 37415 2632381 2331596 451737 398065 11440 11440 4987200 4781962 376849 36279 685222 734550 200000 0 467961 418329 1730032 1189158 X 3257168 3592804 3257168 3592804 4987200 4781962 344639 -9003 0 X X 0 1 X 1 0 12849 3032 9817 192736 165216 27520 1009 931 78 37415 OPERATING LEASE LIABILITY 418329 418329 X 4077961 -9003 -9003 4086964 20781 20781 4107745 3742325 0 3742325 20781 20781 3763106 PART X, LINE 2: ALFA QUALIFIES FOR EXEMPTION FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. UNDER THIS SECTION, INCOME FROM RELATED ACTIVITIES IS EXEMPT WHILE UNRELATED INCOME, AS DEFINED, ARE SUBJECT TO FEDERAL AND STATE TAXES AT CORPORATE RATES. ALFA'S INCOME TAX PROVISION IS CALCULATED UNDER THE ASSET AND LIABILITY METHOD AND WHEN NECESSARY, THE TAX PROVISION INCLUDES AMOUNTS RELATED TO TAX POSITIONS WHICH ARE NOT CONSIDERED "MORE LIKELY THAN NOT" TO BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES. ON DECEMBER 31, 2025 AND 2024, ALFA HAD NO UNCERTAIN TAX POSITIONS. X X 0 0 0 JESSICA ZAROSKI BAUER CEO 261470 0 16000 0 0 0 23500 0 21418 0 322388 0 0 0 ROBERT REILAND CFO 185296 0 10000 0 0 0 12204 0 32324 0 239824 0 0 0 KATHERINE MCCORMACK CHIEF MARKETING OFFICER 157151 0 7500 0 0 0 22941 0 11045 0 198637 0 0 0 ARIA T WOLF CHIEF EVENTS OFFICER 126654 0 6000 0 0 0 13773 0 14067 0 160494 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PER THE BY-LAWS, ALFA IS ORGANIZED ON A NON-STOCK MEMBERSHIP BASIS. FORM 990, PART VI, SECTION A, LINE 7A PER THE BY-LAWS, EACH MEMBER IN GOOD STANDING IS ENTITLED TO PARTICIPATE IN ALFA FUNCTIONS THROUGH ITS DESIGNATED REPRESENTATIVES. THIS PRIVILEGE INCLUDES VOTING, ELIGIBILITY FOR ELECTION TO OFFICE AND ATTENDANCE AT MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER SHALL BE ENTITLED TO REPRESENTATION IN ALFA MEMBERSHIP THROUGH ONE OR MORE DESIGNATED PERSONS (REPRESENTATIVES) AT ANY MEETING OF THE ALFA MEMBERSHIP. EACH MEMBER FIRM SHALL HAVE ONE VOTE, IRRESPECTIVE OF SIZE OF THE FIRM WHICH IS REPRESENTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CFO AND TREASURER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15 ANY CHANGES IN COMPENSATION IS REVIEWED AND APPROVED BY ALFA'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS.