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 161104950 ASSOCIATION OF FRATERNITYSORORITY ADVISORS INC 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 2026-07-08 2024 2025-03-06 01:10:19Z JASON BERGERON 11722 ALLISONVILLE ROAD STE 103 FISHERS IN 46038 1166860 0 X WWW.AFA1976.ORG X 1984 IN AFA PROVIDES EXCEPTIONAL EXPERIENCES, A VIBRANT COMMUNITY, AND ESSENTIAL RESOURCES FOR THE SUCCESS OF FRATERNITY/SORORITY ADVISORS. IT IS THE MISSION OF AFA TO ELEVATE THE STANDARD FOR EFFECTIVE PROFESSIONAL PRACTICE IN WORKING WITH SORORITIES AND FRATERNITIES IN HIGHER EDUCATION. 7 7 0 201 20067 19067 274622 99156 566067 867705 75582 114447 79072 85552 995343 1166860 1000 3931 0 0 410459 435910 0 0 0 480700 569343 892159 1009184 103184 157676 1758903 2087833 419189 510397 1339714 1577436 X AFA PROVIDES EXCEPTIONAL EXPERIENCES, A VIBRANT COMMUNITY, AND ESSENTIAL RESOURCES FOR THE SUCCESS OF FRATERNITY/SORORITY ADVISORS. IT IS THE MISSION OF AFA TO ELEVATE THE STANDARD FOR EFFECTIVE PROFESSIONAL PRACTICE IN WORKING WITH SORORITIES AND FRATERNITIES IN HIGHER EDUCATION. 0 0 THE AFA ANNUAL MEETING IS THE HALLMARK PROFESSIONAL DEVELOPMENT EVENT THAT BRINGS TOGETHER A PORTFOLIO OF PROGRAMS AND EXPERIENCES DESIGNED TO ENHANCE AND MAXIMIZE THE COMPETENCY, SKILLS, TALENTS, AND OVERALL EFFECTIVENESS FOR THE SUCCESS OF MEMBERS AND THOSE IN THE FIELD OF FRATERNITY/SORORITY LIFE. THE 2024 AFA ANNUAL MEETING TOOK PLACE IN INDIANAPOLIS INDIANA ON DECEMBER 4TH THROUGH DECEMBER 7TH. FY25 BROUGHT 1,135 ANNUAL MEETING ATTENDEES. ADVANCEU IS A VIRTUAL BASED CLASSROOM WITH EDUCATIONAL PROGRAMS SPECIFICALLY DESIGNED TO ENHANCE THE ALIGNMENT OF THE FRATERNITY/SORORITY EXPERIENCE WITH THE CHANGING DYNAMICS OF HIGHER EDUCATION. ADVANCEU PROGRAMS PROVIDE AFA MEMBERS THE OPPORTUNITY TO ENGAGE ON A WIDE RANGE OF TOPICS WITH CONTENT EXPERTS WHO DEVELOP CURRICULUM WITH A SPECIFIC SET OF LEARNING OUTCOMES GEARED AT ACHIEVING HIGHER LEVELS OF PROFESSIONAL COMPETENCE IN OUR MEMBERS. THE GOAL OF ADVANCEU IS TO PROVIDE SEMINARS THAT RANGE FROM NEW SKILL DEVELOPMENT TO APPLICATION OF NEW CONCEPTS. PARTICIPANTS ARE EXPOSED TO NEW BEST PRACTICES IN HIGHER EDUCATION AND THEN ENCOURAGED TO APPLY THOSE NEW CONCEPTS TO OUR WORK WITH FRATERNITIES AND SORORITIES. EVERY ADVANCEU SESSION PROVIDES MEMBERS THE OPPORTUNITY TO CONTINUALLY DEVELOP AS A PROFESSIONAL, IS GROUNDED IN THE CORE COMPETENCIES FOR EXCELLENCE IN A PROFESSION, AND CONTINUES TO ADVANCE YOU. FY25 HAD 51 ATTENDEES. THE FIRST 90 DAYS PROGRAM HELPS NEW FRATERNITY/SORORITY PROFESSIONALS ACCLIMATE TO ONE OF THE MOST UNIQUE ROLES IN HIGHER EDUCATION. THROUGH A SERIES OF INTERACTIVE VIRTUAL SESSIONS, PARTICIPANTS BUILD THEIR NETWORKS, UNDERSTAND THEIR POSITIONS, AND LEARN HOW TO PUT THEIR EXPERTISE INTO PRACTICE. THE PROGRAM HAS BEEN DESIGNED BASED ON A NEEDS ASSESSMENT OF FRATERNITY/SORORITY PROFESSIONALS AND STAKEHOLDERS AT EVERY LEVEL OF EXPERTISE. THE RESULT IS A DEVELOPMENTAL EXPERIENCE THAT PROVIDES CLEAR EXPECTATIONS ABOUT WHAT IT MEANS TO BE A CAMPUS-BASED PROFESSIONAL AND HELPS PARTICIPANTS TRANSITION INTO THE ROLE MORE EFFECTIVELY. DURING THE PROGRAM, PARTICIPANTS INTERACT WITH A VARIETY OF COLLEAGUES TO BUILD A NETWORK OF EXPERTISE THAT THEY CAN DRAW UPON THROUGHOUT THEIR CAREER. THEY INTEGRATE PROFESSIONAL PHILOSOPHY INTO DAILY PRACTICE, AND THEY WORK WITH THEIR SUPERVISOR TO CLARIFY WHAT IS EXPECTED OF A FRATERNITY/SORORITY PROFESSIONAL. THE EXPERIENCE ALSO HELPS PARTICIPANTS IDENTIFY THEIR CONTINUED PROFESSIONAL DEVELOPMENT NEEDS AND ASPIRATIONS BEYOND THE PROGRAM. FY25 HAD 53 PARTICIPANTS. ANNUAL MEETING RELOAD - THE ANNUAL MEETING RELOAD GIVES MEMBERS AN OPPORTUNITY TO PARTICIPATE IN 20 SESSIONS FROM THE 2024 ANNUAL MEETING. SESSIONS ARE AVAILABLE TO ATTENDEES FOR ONE YEAR AFTER REGISTRATION, SO ATTENDEES CAN WATCH RECORDED SESSIONS FROM THE COMFORT OF THEIR WORKPLACE OR HOME. SESSIONS COVER TOPICS SUCH AS HUMAN RESOURCES, PROGRAM DEVELOPMENT, PREVENTION/INTERVENTION, AND OTHER CORE FUNCTIONS OF FSL WORK.FY25 HAD 19 PARTICIPANTS. 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 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 12 0 1 0 1 1 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 0 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 JOSHUA WELCH PRESIDENT 5.00 X X 0 0 0 NOAH BORTON THROUGH 1224 PRESIDENT 5.00 X X 0 0 0 JOHN KEITH TREASURER 1.00 X X 0 0 0 KEVIN BAILEY THROUGH 1224 TREASURER 1.00 X X 0 0 0 VIANCCA WILLIAMS SECRETARY 1.00 X X 0 0 0 TARA FULLER THROUGH 1224 SECRETARY 1.00 X X 0 0 0 RY BECK DIRECTOR 1.00 X 0 0 0 KATE BUTLER DENHART DIRECTOR 1.00 X 0 0 0 WILL FRANKENBERGER DIRECTOR 1.00 X 0 0 0 HAILEY M MANGRUM DIRECTOR 1.00 X 0 0 0 JASON BERGERON EXECUTIVE DIRECTOR 35.00 X 0 0 0 MICHAEL WILSON CFO 5.00 X 0 0 0 0 0 0 0 0 0 1 0 99156 99156 MEETING AND CONFERENCE 611710 662271 662271 MEMBERSHIP DUES 611710 205434 205434 867705 114447 114447 EXPENSE REIMBURSEMENTS 900099 63223 63223 ADVERTISING INCOME 900099 20067 20067 OTHER INCOME 900099 2262 2262 85552 1166860 933190 20067 114447 3931 386786 45705 3419 62500 900 65 61197 53862 76335 466 22336 230313 2402 6151 EXPENSE ALLOCATION 31430 OTHER EXPENSES 9007 BAD DEBT 6939 UNRELATED BUSINESS INCO 5140 300 1009184 105663 102118 25010 14573 14809 82004 143672 3600 3600 0 0 1491304 1689961 65359 112263 1758903 2087833 6386 70659 228084 291013 154015 148725 30704 419189 510397 X 1339714 1577436 1339714 1577436 1758903 2087833 157676 84278 -4232 0 X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 3600 3600 0 0 DUE FROM CENTER FOR FRATERNAL EXCELLENCE, INC. (CFE) 46605 DUE FROM ASSOCIATION OF FRATERNITY/SORORITY ADVISORS FOUNDATION, INC. 65658 112263 1251138 84278 84278 1166860 0 1166860 1009184 0 1009184 0 1009184 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, INC. THE EXECUTIVE DIRECTOR RECEIVED $111,526 FOR SERVICES TO THIS ORGANIZATION. THE CFO RECEIVED $19,939 FOR SERVICES TO THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION OF FRATERNITY/SORORITY ADVISORS (AFA) 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. THE CFO WAS PAID $19,939 FOR SERVICES PROVIDED TO AFA. FORM 990, PART VI, SECTION A, LINE 6 THE CLASSES OF MEMBERSHIP IN THE ASSOCIATION SHALL BE PROFESSIONAL, GRADUATE, AFFILIATE, VENDOR, AND EMERITUS. PROFESSIONAL: PROFESSIONAL MEMBERS SHALL BE THOSE PERSONS HOLDING FULL-TIME PAID POSITIONS EITHER (1) AT A COLLEGE/UNIVERSITY OR (2) AT AN INTER/NATIONAL FRATERNITY OR SORORITY. GRADUATE: GRADUATE MEMBERS SHALL BE THOSE PERSONS WHO ARE ENROLLED AS PART-TIME OR FULL-TIME GRADUATE STUDENTS (MASTERS OR DOCTORAL) BUT WHO ARE NOT EMPLOYED IN ANY FULL-TIME, PROFESSIONAL POSITION. AFFILIATE: AFFILIATE MEMBERS SHALL BE PERSONS WHO ARE ACTIVELY CONCERNED WITH THE ADVISEMENT OF MEN'S AND WOMEN'S FRATERNITIES AND SORORITIES WHO ARE NOT EMPLOYED BY A COLLEGE/UNIVERSITY OR INTER/NATIONAL FRATERNITY OR SORORITY. VENDOR: VENDOR MEMBERS SHALL BE THOSE ORGANIZATIONS, COMPANIES, MANUFACTURERS, OR SUPPLIERS OF GOODS AND SERVICES, EITHER FOR PROFIT OR NOT FOR PROFIT IN NATURE, THAT SUPPORT THE POLICIES, PURPOSES, AND ACTIVITIES OF THE ASSOCIATION. VENDOR MEMBERS SHALL BE SUBJECT TO THE APPROVAL OF THE PRESIDENT. EMERITUS: EMERITUS MEMBERS SHALL BE THOSE PERSONS WHO HAVE BEEN PROFESSIONAL MEMBERS OF THE ASSOCIATION UP TO THE TIME THEY HAVE RETIRED FROM THE FIELD OF HIGHER EDUCATION OR FROM AN INTER/NATIONAL FRATERNITY OR SORORITY STAFF, BUT STILL ACTIVELY INTERESTED IN MEN'S OR WOMEN'S FRATERNITIES AND SORORITIES. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATIONS AND ELECTIONS COMMITTEE SHALL BE CHAIRED BY A PAST PRESIDENT AS APPOINTED BY THE CURRENT PRESIDENT WITH THE APPROVAL OF THE BOARD OF DIRECTORS. ONE PROFESSIONAL, AFFILIATE, GRADUATE, OR EMERITUS MEMBER FROM EACH OF THE REGIONS SHALL BE APPOINTED BY THE PRESIDENT AND APPROVED BY THE BOARD OF DIRECTORS. DURING THE NORMAL ELECTION PROCESS, PROFESSIONAL, AFFILIATE, GRADUATE, AND EMERITUS MEMBERS AND PAST PRESIDENTS SHALL ELECT THE REGION'S OTHER REPRESENTATIVES TO A NOMINATIONS AND ELECTIONS COMMITTEE COMPOSED OF TEN PROFESSIONAL, AFFILIATE, GRADUATE, OR EMERITUS MEMBERS; TWO FROM EACH OF THE REGIONS OF THE ASSOCIATION; WITH ALL ELECTED AND APPOINTED REPRESENTATIVES TO HAVE BEEN MEMBERS OF THE ASSOCIATION FOR A MINIMUM OF THREE YEARS PRIOR TO ELECTION. THE NOMINATIONS AND ELECTIONS COMMITTEE SHALL CONSIST OF ELEVEN (11) MEMBERS, INCLUDING FIVE (5) ELECTED REPRESENTATIVES, FIVE (5) APPOINTED REPRESENTATIVES AND A CHAIR. THE CHAIR OF THE NOMINATIONS AND ELECTIONS COMMITTEE SHALL BE A PAST PRESIDENT OF THE ASSOCIATION, WHO SHALL BE APPOINTED BY THE PRESIDENT WITH THE APPROVAL OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE ASSOCIATION SHALL APPOINT FIVE (5) PROFESSIONAL, AFFILIATE, GRADUATE, OR EMERITUS MEMBERS. DURING THE NORMAL ELECTION PROCESS, FIVE (5) PROFESSIONAL, AFFILIATE, GRADUATE, OR EMERITUS MEMBERS SHALL BE ELECTED BY THE ELIGIBLE VOTING MEMBERSHIP. SHOULD A MEMBER OF THE NOMINATIONS AND ELECTIONS COMMITTEE RESIGN, THE BOARD MAY APPOINT A REPLACEMENT. AT NO TIME SHALL THE COMMITTEE BE FEWER THAN SEVEN (7) MEMBERS. ALL MEMBERS OF THE NOMINATIONS AND ELECTIONS COMMITTEE MUST HAVE BEEN MEMBERS OF THE ASSOCIATION FOR A MINIMUM OF THREE YEARS PRIOR TO NOMINATION OR APPOINTMENT. NOMINATIONS AND ELECTIONS COMMITTEE REPRESENTATIVES SERVE FOR ONE YEAR. NO REPRESENTATIVE MAY SERVE MORE THAN TWO CONSECUTIVE TERMS. THE NOMINATIONS AND ELECTIONS COMMITTEE ESTABLISHES THE ASSOCIATION'S NOMINATIONS AND ELECTIONS PROCEDURES NOT SPECIFIED IN THE BYLAWS, SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B PROFESSIONAL, GRADUATE, AFFILIATE, AND EMERITUS MEMBERS SHALL BE ENTITLED TO ONE VOTE IN ALL BUSINESS OF THE ASSOCIATION. IN ADDITION, AMENDMENTS TO OR A REPEAL OF THE ASSOCIATION'S BYLAWS SHALL BE APPROVED BY A TWO-THIRDS AFFIRMATIVE VOTE OF THE PROFESSIONAL, AFFILIATE, GRADUATE, AND EMERITUS MEMBERS AND PAST PRESIDENTS PRESENT AT THE ANNUAL BUSINESS SESSION OF THE ASSOCIATION DULY CALLED, PROVIDED WRITTEN NOTICE OF PROPOSED CHANGES HAS BEEN SENT TO THE MEMBERS AND PAST PRESIDENTS THIRTY DAYS BEFORE SUCH MEETING; OR BY MAJORITY VOTE OF THE MEMBERS AND PAST PRESIDENT VOTING BY A THIRTY DAY MAIL OR ELECTRONIC BALLOT. FORM 990, PART VI, SECTION A, LINE 8B THE ASSOCIATION DOES NOT HAVE ANY COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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 WRITTEN REQUEST MADE TO THE ATTENTION OF OUR EXECUTIVE DIRECTOR AND RECEIVED AT OUR CORPORATE OFFICE ADDRESS.