2026-09-21T10:53:07-04:00 2025-12-31 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2025-01-01 361522820 AMERICAN FRATERNAL ALLIANCE AMER 6305226322 PO BOX 68700 INDIANAPOLIS IN 46268 ALLISON KOPPEL CEO 6305226322 2026-09-17 true JAMES J CLINE P00151432 3175661000 2026-09-17 2025 ALLISON KOPPEL PO BOX 68700 INDIANAPOLIS IN 46268 2089737 false X FRATERNALALLIANCE.ORG X 1886 IN THE AMERICAN FRATERNAL ALLIANCE STRENGTHENS AND SUPPORTS ITS MEMBERS AND THE FRATERNAL BENEFIT SECTOR OF THE FINANCIAL SERVICES INDUSTRY BY ITS LEADERSHIP IN ADVOCACY, POLICY, INFORMATION, EDUCATION AND MEMBER SERVICES. 12 12 4 12 0 0 1746192 1830244 160805 184493 75000 75000 1981997 2089737 5000 0 742136 785864 0 0 1017846 1149574 1759982 1940438 222015 149299 3525945 3819160 65520 81753 3460425 3737407 THE AMERICAN FRATERNAL ALLIANCE STRENGTHENS AND SUPPORTS ITS MEMBERS AND THE FRATERNAL BENEFIT SECTOR OF THE FINANCIAL SERVICES INDUSTRY BY ITS LEADERSHIP IN ADVOCACY, POLICY, INFORMATION, EDUCATION AND MEMBER SERVICES. false false ADVOCATED ON BEHALF OF FRATERNAL INTERESTS ON KEY LEGISLATIVE AND REGULATORY INITIATIVES. CONTINUED TO ADVOCATE FOR CONGRESSIONAL RESOLUTIONS THAT ACKNOWLEDGE THE IMPACT OF FRATERNALS NATIONWIDE AND SUCCESSFULLY RECRUITED CO-SPONSORS IN THE HOUSE AND SENATE. ADVOCATED FOR LEGISLATION IN MICHIGAN AND SUCCESSFULLY REPRESENTED FRATERNALS AT THE STATE LEVEL ON LEGISLATIVE ISSUES. THE ALLIANCE CONDUCTED ITS SPRING SYMPOSIUM, EXECUTIVE SUMMIT, TWO LUNCH AND LEARN ROUNDTABLES, FRATERNAL CAREER DEVELOPMENT PROGRAM AND A NUMBER OF WEBINARS THROUGHOUT THE YEAR. THESE EDUCATIONAL OPPORTUNITIES WERE DESIGNED FOR ALL LEVELS OF FRATERNAL STAFF AND LEADERSHIP. ATTENDEE FEEDBACK WAS POSITIVE. THE ALLIANCE CONTINUED ITS FOCUS ON COLLABORATION AND ITS PARTNERSHIP WITH OTHER TRADE ASSOCIATIONS TO BRING AFFORDABLE CONTENT AND EDUCATION TO ITS MEMBERS THROUGHOUT THE YEAR BOTH THROUGH IN PERSON EVENTS AND VIRTUAL OPPORTUNITIES. false false false true false false false false true true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false true 8 0 true 4 true false false false false true true false false false X 12 12 false false false false true true false true true false false true true true true true true true true false X ALLISON KOPPEL 6305226322 PO BOX 68700 INDIANAPOLIS IN 46268 ALLISON KOPPEL CEO 37.50 X 307128 0 11862 GREGORY TEMPLE DIRECTOR 1.00 X 0 0 0 RENE ZANIN DIRECTOR 1.00 X 0 0 0 THERESA KLUCHINSKI DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MARTIN DIRECTOR 1.00 X 0 0 0 TIM SACCOCCIA DIRECTOR 1.00 X 0 0 0 LES BOHNERT DIRECTOR 1.00 X 0 0 0 BILL HUNT DIRECTOR 1.00 X 0 0 0 LISA BICKUS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER BELZ DIRECTOR 1.00 X 0 0 0 SHARON BROSNAN CHAIR 4.00 X X 0 0 0 JOHN SHARP VICE CHAIR 3.00 X X 0 0 0 JOHN BORGEN SECRETARY-TR 3.00 X X 0 0 0 307128 11862 1 false true false NAMIC SERVICE CORPORATION 10 W 106TH STREET STE 100 INDIANAPOLIS IN 46290 MANAGEMENT 370764 CAPITOL COUNSEL LLC 700 13TH STREET NW 2ND FL WASHINGTON DC 20005 LOBBYING SUPRT 220814 2 MEMBERSHIP DUES 813910 1467000 1467000 SYMPOSIUMS AND OTHER MEETINGS 813910 338381 338381 EDUCATIONAL REVENUE 813910 24784 24784 PRODUCT REVENUE 79 79 1830244 184493 184493 75000 75000 2089737 1830244 259493 5000 315336 345170 12734 70033 42591 370764 14878 17200 308042 5236 13565 30352 8958 15262 52694 268269 2613 9578 DUES & SUBSCRIPTIONS 18665 CREDIT CARD FEES 11561 EMPLOYEE EDUCATION 1490 AWARDS 447 1940438 0 0 0 4476 1 1381465 1471033 19320 6671 22106 31166 40000 35963 4022 4037 2094556 2306252 3525945 3819160 51250 53806 14270 27947 65520 81753 X 1365869 1431155 2094556 2306252 3460425 3737407 3525945 3819160 X 149299 126918 765 X false true X true false true false false 2094556 257618 45922 2306252 1949532 228857 83833 2094556 1757792 208732 16992 1949532 2000373 -241689 892 1757792 1915139 90449 7911 2000373 1.00000 false false 40000 35963 4037 4037 X 2211419 126918 126918 2084501 5236 5236 2089737 1934437 1934437 5236 765 6001 1940438 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS BEEN DETERMINED TO BE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE FOR ALL BUSINESS INCOME RELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION IS REQUIRED TO PAY FEDERAL AND STATE INCOME TAXES ON ITS NET UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2025 AND DECEMBER 31, 2024. MANAGEMENT EVALUATES ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS ANNUAL INFORMATION RETURNS, INCLUDING THE POSITION THAT THE ORGANIZATION CONTINUES TO QUALIFY TO BE TREATED AS A SECTION 501(C)(6) ORGANIZATION FOR BOTH FEDERAL AND STATE PURPOSES. FOR THE YEARS ENDED DECEMBER 31, 2025 AND DECEMBER 31, 2024, MANAGEMENT DOES NOT FEEL IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT BE SUSTAINED UNDER EXAMINATION. THEREFORE, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF DECEMBER 31, 2025 AND DECEMBER 31, 2024, OR THE PERIODS THEN ENDED. THE ANNUAL INFORMATION RETURNS FOR THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. SCHEDULE D, PAGE 4, PART XII, LINE 4B BOOK / TAX DEPRECIATION DIFFERENCE 765 X X false false false ALLISON KOPPEL CEO 267148 39980 10662 1200 318990 FORM 990, PAGE 6, PART VI, LINE 6 MEMBERSHIP CONSISTS OF MEMBER SOCIETIES IN THE UNITED STATES AND CANADA AND ASSOCIATE MEMBERS. ASSOCIATE MEMBERS DO NOT HAVE VOTING RIGHTS, BUT DO PARTICIPATE IN EDUCATIONAL AND OTHER ACTIVITIES. FORM 990, PAGE 6, PART VI, LINE 7A EACH MEMBER SOCIETY MAY DESIGNATE ONE INDIVIDUAL MEMBER IN ATTENDANCE AT THE ANNUAL MEETING TO REPRESENT THE MEMBER SOCIETY AS ITS OFFICIAL DELEGATE. DELEGATES SHALL BE ENTITLED TO ONE VOTE EACH IF IN ATTENDANCE AND PRESENT AT THE TIME OF THE VOTE. NO PERSON SHALL BE A DELEGATE FOR MORE THAN ONE MEMBER SOCIETY. FORM 990, PAGE 6, PART VI, LINE 11B THE ALLIANCE BOARD OF DIRECTORS REVIEW AND APPROVE A DRAFT OF THE 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS UPDATE AND DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE PERFORMANCE OF THE CEO IS REVIEWED QUARTERLY, CULMINATING IN A WRITTEN ANNUAL REVIEW. THE ANNUAL REVIEW MEASURES PERFORMANCE AGAINST THE STRATEGIC PLAN AND DEFINED CEO LEADERSHIP PERFORMANCE GOALS. THE EXECUTIVE COMMITTEE, COMPRISED OF OFFICERS OF THE BOARD OF DIRECTORS, MAKES A RECOMMENDATION TO THE BOARD WHO AUTHORIZE COMPENSATION MOVING FORWARD. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION PROCESS OF OTHER KEY EMPLOYEES IS REVIEWED AND DETERMINED AS A RESULT OF COMPARABLE COMPENSATION ANALYSES. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE 765