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← ASSOCIATION OF FRATERNITY SORORITY ADVISORS FOUNDATION

Form 990 for tax year 2023

Filed by ASSOCIATION OF FRATERNITY SORORITY ADVISORS FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 15 July 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$497,129 changed to $485,274
Total expenses
$145,840 changed to $217,038
Contributions and grants received
$450,105 changed to $438,875
Grants paid
$47,899 changed to $87,515
Investment income
$46,701 changed to $46,076
Total assets, end of year
$1,445,333 changed to $1,397,416
Total liabilities, end of year
$80,155 changed to $81,811
Net assets or fund balances, end of year
$1,365,178 changed to $1,315,605
Program services expenses
$75,658 changed to $146,859
Management and general expenses
$36,516 changed to $33,688
Fundraising expenses
$33,666 changed to $36,491
Program service expenses (Part III)
$75,658 changed to $146,859

Totals

Total revenue
$485,274
Total expenses
$217,038
Contributions and grants received
$438,875
Grants paid
$87,515
Program service revenue
$0
Investment income
$46,076
Other revenue
$323
Total assets, end of year
$1,397,416
Total liabilities, end of year
$81,811
Net assets or fund balances, end of year
$1,315,605
Program services expenses (Part IX)
$146,859
Management and general expenses
$33,688
Fundraising expenses
$36,491
Program service expenses (Part III)
$146,859

Program services were 67.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $438,875

  • 3 · Investment income

    total $46,076 · excluded $46,076

  • 11a · Other revenue: OTHER INCOME

    total $323 · excluded $323

  • 11e · Other revenue, total

    $323

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $87,515 · program services $87,515

  • 11a · Fees: management

    total $2,487 · program services $1,268 · management and general $1,219

  • 11c · Fees: accounting

    total $4,503 · program services $2,289 · management and general $1,023 · fundraising $1,191

  • 11f · Fees: investment management

    total $65 · management and general $65

  • 11g · Fees: other

    total $68,932 · program services $35,036 · management and general $15,658 · fundraising $18,238

  • 13 · Office expenses

    total $951 · program services $393 · management and general $294 · fundraising $264

  • 14 · Information technology

    total $14,821 · program services $7,554 · management and general $7,267

  • 19 · Conferences, conventions and meetings

    total $31,320 · program services $7,893 · management and general $7,593 · fundraising $15,834

  • 23 · Insurance

    total $789 · program services $402 · management and general $387

  • 24a · Other expenses: OTHER EXPENSES

    total $4,691 · program services $4,509 · management and general $182

  • 24b · Other expenses: FUNDRAISING EXPENSE

    total $964 · fundraising $964

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $125,832 · end of year $58,049

  • 2 · Savings and temporary cash investments

    end of year $50,978

  • 3 · Pledges and grants receivable

    beginning of year $6,500 · end of year $255,638

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,803 · end of year $8,427

  • 11 · Investments: publicly traded securities

    beginning of year $846,865 · end of year $1,024,324

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,099 · end of year $16,185

  • 25 · Other liabilities

    beginning of year $40,533 · end of year $65,626

  • 27 · Net assets without donor restrictions

    beginning of year $397,327 · end of year $400,866

  • 28 · Net assets with donor restrictions

    beginning of year $535,041 · end of year $914,739

Mission and programs · 2023

Mission

TO SECURE, INVEST, AND DISTRIBUTE THE NECESSARY RESOURCES 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.

  • PROVIDES GRANTS FOR ONGOING EDUCATIONAL PROGRAMMING FOR AFA MEMBERS, INDIVIDUAL SCHOLARSHIPS AND GRANTS, AND EDUCATIONAL PORTIONS OF THE ANNUAL CONFERENCE.

    Expenses $146,859 · Grants $87,515

As filed on the 2023 return.

Listed in Part VII

  • Lindsey Hollis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Carrie Whittier

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Jb Goll

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Ryan Lugabihl

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Patricia Wilson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Pierce Thomas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Chris Jefferson

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Chris Graham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Anne Emmerth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Justin Angotti

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Katie Abernathy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jason Bergeron

    EXECUTIVE DIRECTOR

    Total calculated
    $25,271
    From this org
    $22,673
    From related orgs
    $0
    Other
    $2,598
    Hours/week
    10

  • Michael Wilson

    CFO

    Total calculated
    $15,273
    From this org
    $13,282
    From related orgs
    $0
    Other
    $1,991
    Hours/week
    10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

FORM 990, PART VII, LINE 5
JASON BERGERON IS COMPENSATED BY AN UNRELATED ENTITY, CENTER FOR FRATERNAL EXCELLENCE, FOR WORK PERFORMED FOR ASSOCIATION OF FRATERNITY AND SORORITY ADVISORS FOUNDATION. HE RECEIVED $22,673 FOR THE FISCAL YEAR FOR SERVICES TO THIS ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
14 July 2026
IRS schema version
2023v6.0
Source object
202611969349302146

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