ASSOCIATION OF FRATERNAL LEADERSHIP AND VALUES (EIN 341348463) - 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

1983

Legal Domicile

Principal Officer

JOHN R O'ROURKE

Phone

9703721174

Tax Period

2023-09-01 to 2024-08-31

Mission

THE ASSOCIATION OF FRATERNAL LEADERSHIP & VALUES (AFLV) EXISTS TO ACCELERATE PROGRESS IN FRATERNITY & SORORITY COMMUNITIES THROUGH CHANGE-ENABLING EXPERIENCES

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$1,369,517	-1.0%
Expenses	N/A	$1,381,129	-1.0%
Net Income	N/A	$-11,612	N/A

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

N/A

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

$132,496

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY SELL	CHAIR	1.00	Officer Director	$0	$0	$0
DHANFU ELSTON PHD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GEOFFREY E BROWN	TREAURER	1.00	Officer Director	$0	$0	$0
SONJA ARDOIN	MEMBER/DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE GUOBADIA	MEMBER/DIRECTOR	1.00	Director	$0	$0	$0
MIKE HAYES	MEMBER/DIRECTOR	1.00	Director	$0	$0	$0
ERIN HUFFERMAN-RICHARD	MEMBER/DIRECTOR	1.00	Director	$0	$0	$0
TOM JELKE PHD	MEMBER/DIRECTOR	1.00	Director	$0	$0	$0
HEATHER MATTHEWS	MEMBER/DIRECTOR	1.00	Director	$0	$0	$0
JEREMIAH SHINN PHD	MEMBER/DIRECTOR	1.00	Director	$0	$0	$0
JOHN O'ROURKE	EXECUTIVE DIRECTOR	35.00	Officer	$101,628	$11,760	$113,388
MICHAEL WILSON	CFO	5.00	Officer	$16,617	$2,491	$19,108

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	No data	No data	$951,320	No data
2023	$1,369,517	$1,381,129	$951,320	$-11,612
2022	$1,133,001	$1,245,340	$1,012,013	$-112,339
2021	$585,063	$586,391	$789,645	$-1,328
2020	$1,418,069	$1,340,390	$747,964	$77,679
2019	$1,611,644	$1,716,582	$553,400	$-104,938

ASSOCIATION OF FRATERNAL LEADERSHIP AND VALUES