ASSOCIATION OF FRATERNITYSORORITY ADVISORS INC (EIN 161104950) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

JASON BERGERON

Phone

9707974361

Tax Period

2023-09-01 to 2024-08-31

ASSOCIATION OF FRATERNITYSORORITY ADVISORS INC, founded in 1984, is a small nonprofit that reported $995K in total revenue in fiscal year 2023. Expenses of $892K left a modest 10% surplus.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $274,622

Program Service Revenue $566,067

Investment Income $75,582

Other Revenue $79,072

TOTAL REVENUE $995,343

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $410,459

Fundraising Expenses $0

Program Expenses $743,301

Other Expenses $480,700

TOTAL EXPENSES $892,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$995,343	$941,175	+0.1%
Expenses	$892,159	$958,356	-0.1%
Net Income	$103,184	$-17,181	-7.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

250

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$129,010

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NOAH BORTON	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRIAN WARREN	TREASURER	1.00	Officer Director	$0	$0	$0
TARA FULLER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSHUA WELCH	DIRECTOR	1.00	Director	$0	$0	$0
DR FRANCISCO LUGO	DIRECTOR	1.00	Director	$0	$0	$0
TERESIA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DR KEVIN BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
JASON BERGERON	EXECUTIVE DIRECTOR	35.00	Officer	$96,361	$11,043	$107,404
MICHAEL WILSON	CFO	5.00	Officer	$18,790	$2,816	$21,606

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$995,343	$892,159	$1,758,903	$103,184
2023	$941,175	$958,356	$1,438,477	$-17,181
2022	$854,890	$710,577	$1,339,818	$144,313
2021	$552,359	$567,584	$1,444,444	$-15,225
2020	$968,772	$952,089	$1,328,822	$16,683
2019	$992,061	$908,295	$1,039,122	$83,766
2018	$936,464	$817,727	$954,606	$118,737

ASSOCIATION OF FRATERNITYSORORITY ADVISORS INC