ASSOCIATION OF FRATERNITYSORORITY ADVISORS FOUNDATION

EIN: 351920532 501(c)(3)

FISHERS, IN

Total Revenue
$497,129
Total Expenses
$145,840
Total Assets
$1,445,333
Net Assets
$1,365,178
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
IN
Principal Officer
JASON BERGERON
Phone
9707974361
Tax Period
2023-09-01 to 2024-08-31

ASSOCIATION OF FRATERNITYSORORITY ADVISORS FOUNDATION, founded in 1992, is a small nonprofit that reported $497K in total revenue in fiscal year 2023. Revenue surged 149% from the prior year, signaling strong growth momentum. The organization ran a surplus of $351K, a strong 71% operating margin.

Mission

TO SECURE, INVEST, AND DISTRIBUTE THE NECESSARY RESOURCE 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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $450,105
Program Service Revenue $0
Investment Income $46,701
Other Revenue $323
TOTAL REVENUE $497,129

Expense Breakdown

Grants Paid $47,899
Salaries & Benefits $0
Fundraising Expenses $33,666
Program Expenses $75,658
Other Expenses $97,941
TOTAL EXPENSES $145,840

Year-over-Year Comparison

2023 2022 Change
Revenue $497,129 $199,447 +1.5%
Expenses $145,840 $194,131 -0.2%
Net Income $351,289 $5,316 +65.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
20

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
6
$40,544
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDSEY HOLLIS BOARD MEMBER 2.00
Director
$0 $0 $0
CARRIE WHITTIER CHAIR 4.00
Officer Director
$0 $0 $0
JB GOLL TREASURER 4.00
Officer Director
$0 $0 $0
RYAN LUGABIHL VICE CHAIR 4.00
Officer Director
$0 $0 $0
PATRICIA WILSON BOARD MEMBER 2.00
Director
$0 $0 $0
JENNIFER PIERCE THOMAS BOARD MEMBER 2.00
Director
$0 $0 $0
CHRIS JEFFERSON SECRETARY 4.00
Officer Director
$0 $0 $0
CHRIS GRAHAM BOARD MEMBER 2.00
Director
$0 $0 $0
ANNE EMMERTH BOARD MEMBER 2.00
Director
$0 $0 $0
JUSTIN ANGOTTI BOARD MEMBER 2.00
Director
$0 $0 $0
KATIE ABERNATHY BOARD MEMBER 2.00
Director
$0 $0 $0
JASON BERGERON EXECUTIVE DIRECTOR 10.00
Officer
$22,673 $2,598 $25,271
MICHAEL WILSON CFO 10.00
Officer
$13,282 $1,991 $15,273
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 $497,129 $145,840 $1,445,333 $351,289
2023 $199,447 $194,131 $989,000 $5,316
2022 $196,435 $152,719 $904,802 $43,716
2021 $141,352 $94,003 $1,042,211 $47,349
2020 $168,922 $165,791 $874,699 $3,131
2018 $255,678 $109,129 $735,071 $146,549
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