2026-07-15T14:45:54-05:00 2025-08-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-09-01 341348463 ASSOCIATION OF FRATERNAL LEADERSHIP AND VALUES ASSO 9703721174 11722 ALLISONVILLE RD STE 103 FISHERS IN 46038 JOHN R O'ROURKE EXECUTIVE DIRECTOR 9703721174 2026-07-14 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2026-07-14 2024 2025-03-06 01:10:19Z JOHN R O'ROURKE 11722 ALLISONVILLE RD STE 103 FISHERS IN 46038 1351474 0 X WWW.AFLV.ORG X 1983 CO THE ASSOCIATION OF FRATERNAL LEADERSHIP & VALUES (AFLV) EXISTS TO ACCELERATE PROGRESS IN FRATERNITY & SORORITY COMMUNITIES THROUGH CHANGE-ENABLING EXPERIENCES. 10 10 0 100 0 0 127664 22712 1216037 1293575 10496 28212 2390 6975 1356587 1351474 0 0 0 0 388462 387264 0 0 0 1050349 1039944 1438811 1427208 -82224 -75734 866601 831858 586566 612502 280035 219356 THE ASSOCIATION OF FRATERNAL LEADERSHIP & VALUES (AFLV) EXISTS TO ACCELERATE PROGRESS IN FRATERNITY & SORORITY COMMUNITIES THROUGH CHANGE-ENABLING EXPERIENCES. 0 0 1132272 1293575 AFLV EXISTS TO ACCELERATE PROGRESS IN FRATERNITY/SORORITY COMMUNITIES THROUGH CHANGE-ENABLING EXPERIENCES. AFLV ENGAGED NEARLY 300 CAMPUSES, AND OVER 4,000 FRATERNITY AND SORORITY MEMBERS ATTENDED CONFERENCES AND EVENTS. 1132272 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 1 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IN X THE ORGANIZATION 9703721174 11722 ALLISONVILLE RD STE 103 FISHERS IN 46038 X LINDSEY SELL CHAIR 1.00 X X 0 0 0 DHANFU ELSTON PHD VICE CHAIR 1.00 X X 0 0 0 MICHELLE GUOBADIA VICE CHAIR 1.00 X X 0 0 0 JEREMIAH SHINN PHD TREASURER 1.00 X X 0 0 0 SONJA ARDOIN PHD DIRECTOR 1.00 X 0 0 0 MIKE HAYES DIRECTOR 1.00 X 0 0 0 ERIN HUFFMAN-RICHARD DIRECTOR 1.00 X 0 0 0 TOM JELKE PHD DIRECTOR 1.00 X 0 0 0 HEATHER MATTHEWS DIRECTOR 1.00 X 0 0 0 STEVE WHITBY DIRECTOR 1.00 X 0 0 0 JOHN O'ROURKE EXECUTIVE DIRECTOR 35.00 X 0 0 0 MICHAEL WILSON CFO 5.00 35.00 X 0 0 0 0 0 0 0 0 0 1 0 22712 22712 EVENT FEES & SPONSORSH 611710 1179465 1179465 MEMBER DUES 611710 114110 114110 1293575 28212 28212 1598 1598 OTHER INCOME 900099 5377 5377 5377 1351474 1293575 0 35187 304458 179444 125014 13423 7911 5512 44832 26424 18408 24551 14470 10081 66035 66035 900 719 181 65 65 24250 19363 4887 7491 962 6529 63301 49793 13508 38711 27475 11236 5987 5987 28663 28008 655 758441 741113 17328 6066 3518 2548 5091 2961 2130 OTHER EXPENSES 23302 17353 5949 BAD DEBT 11641 6771 4870 1427208 1132272 294936 0 112770 19511 500056 70228 5000 37799 69390 27708 16430 183268 656299 866601 831858 50420 42629 26700 14270 494413 483892 15033 71711 586566 612502 X 227592 186488 52443 32868 280035 219356 866601 831858 -75734 15055 0 X 1 X 0 1 0 X 79856 220240 190723 127664 22712 641195 79856 220240 190723 127664 22712 641195 4254 636941 2065 5928 5724 10496 29810 54023 81220 3078 2390 5377 92065 787283 5008359 0.80900 0.80270 X 42443 3250 4175 17001 32867 19146 11796 11501 42443 15406 4594 -854 19146 17500 -2094 15406 12500 5000 17500 0.86000 0.14000 0 0 0 DUE TO CENTER FOR FRATERNAL EXCELLENCE, INC. 71711 71711 1366529 15055 15055 1351474 0 1351474 1427208 0 1427208 0 1427208 PART V, LINE 4: THE ASSOCIATION HAS A POLICY WHEREBY SPENDING FROM THE ENDOWMENT FUND WILL BE DETERMINED ANNUALLY AND REVIEWED BY THE BOARD OF DIRECTORS. IN ESTABLISHING THIS POLICY, THE ASSOCIATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ASSETS HELD FOR ENDOWMENT. THE ASSOCIATION'S OBJECTIVE IS TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 THE CEO AND CFO ARE COMPENSATED BY AN UNRELATED ENTITY, CENTER FOR FRATERNAL EXCELLENCE, FOR WORK PERFORMED FOR AFLV. THE CEO RECEIVED $120,460 FOR SERVICES TO THIS ORGANIZATION. THE CFO RECEIVED $17,667 FOR SERVICES TO THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION OF FRATERNAL LEADERSHIP AND VALUES (AFLV) HAS A SERVICE AGREEMENT WITH CENTER FOR FRATERNAL EXCELLENCE, ASSOCIATION MANAGEMENT COMPANY, TO PERFORM MANAGEMENT DUTIES INCLUDING CFO SERVICES, HUMAN RESOURCES, ACCOUNTING, OFFICE AND IT FUNCTIONS, AND OTHER ADMINISTRATIVE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERSHIP SUBSCRIBERS AND ASSOCIATE MEMBERS. MEMEBERSHIP SUBSCRIBERS ARE ORGANIZATIONS WHO RECEIVE CERTAIN BENEFITS FROM THE ASSOCIATION OF FRATERNAL LEADERSHIP & VALUES BUT DO NOT HAVE VOTING RIGHTS. ASSOCIATE MEMBERS ARE INDIVIDUALS, ORGANIZATIONS, MANUFACTURERS OR SUPPLIERS OF GOODS AND SERVICES THAT OPERATE FOR PROFIT AND SUPPORT OF POLICIES, PURPOSES AND ACTIVITIES OF THE ASSOCIATION, EDUCATIONAL ASSOCIATION, GOVERNMENTAL AGENCIES AND OTHER NON-PROFIT GROUPS. ASSOCIATE MEMBERSHIP IS SUBJECT TO APPROVAL BY THE EXECUTIVE DIRECTOR. ASSOCIATE MEMBERS DO NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING WITH THE IRS. IN ADDITION, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL OFFICERS, DIRECTORS, AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. EACH OFFICER, DIRECTOR AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS TAX-EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS REVIEWED BY THE BOARD OF DIRECTORS SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE CONFLICT AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS THE TO THE BOARD OF DIRECTORS AFTER DISCLOSURE OF THE CONFLICT OF INTEREST AND ALL MATERIAL FACTS. THE INTERESTED PERSON SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST IT SHALL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INTERESTED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE INTERESTED PERSON'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRENTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS DETERMINES THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION A, LINE A1 THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD OF DIRECTORS DURING THE INTERVAL BETWEEN BOARD OF DIRECTORS MEETINGS AND SHALL HAVE FULL PERSONNEL RESPONSIBILITIES OVER THE POSITION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE WILL DISCHARGE THE FULL BOARD OF DIRECTORS OVERSIGHT RESPONSIBILITIES. THE EXECUTIVE COMMITTEE WILL CONSIST OF THE CHAIR, VICE CHAIR, AND SECRETARY-TREASURER. ONE MEMBER OF THE EXECUTIVE COMMITTEE MAY APPOINT ONE OF THE OTHER DIRECTORS TO SERVE AS COMPLIANCE OFFICER SHOULD A CONFLICT APPLY TO A PARTICULAR SITUATION. THE EXECUTIVE COMMITTEE SHALL SERVE AS THE BUDGET & FINANCE COMMITTEE, THE BYLAWS AND RESOLUTIONS COMMITTEE AND THE PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE ORGANIZATION'S MANAGEMENT COMPANY. THE MANAGEMENT COMPANY'S FEES ARE NEGOTIATED AT FAIR MARKET VALUE.