Civic Intelligence

American Fraternal Alliance

990 • Fiscal year 2019 • EIN 36-1522820

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileFRATERNALALLIANCE.ORG

View Organization Page

PO Box 68700Indianapolis, IN 46268

(630) 522-6322

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.26x

Higher debt load relative to assets than 63% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.47x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-12%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$306,828

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-3.4%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-19%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$3,161,414

Down $120,882 (-3.7%) from 2017

Net Assets

Up

$2,335,537

Up $383,772 (+20%) from 2017

Liabilities

Down

$825,877

Down $504,654 (-38%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin9th percentile

Revenue

Down

$1,758,373

Down $860,841 (-33%) from 2017

Expenses

Down

$1,971,704

Down $553,564 (-22%) from 2017

Net Income

Down

-$213,331

Down $307,277 (-327%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $3,282,296Liabilities 2017: $1,330,531Net Assets 2017: $1,951,7652017Assets 2019: $3,161,414Liabilities 2019: $825,877Net Assets 2019: $2,335,5372019Assets 2020: $2,433,322Liabilities 2020: $178,814Net Assets 2020: $2,254,5082020Assets 2021: $2,809,840Liabilities 2021: $41,812Net Assets 2021: $2,768,0282021Assets 2024: $3,525,945Liabilities 2024: $65,520Net Assets 2024: $3,460,4252024

Highlighted filing

2019

Assets$3,161,414
Liabilities$825,877
Net Assets$2,335,537
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $2,619,214Expenses 2017: $2,525,268Net Income 2017: $93,9462017Revenue 2019: $1,758,373Expenses 2019: $1,971,704Net Income 2019: -$213,3312019Revenue 2020: $1,037,844Expenses 2020: $1,122,064Net Income 2020: -$84,2202020Revenue 2021: $1,800,644Expenses 2021: $1,190,674Net Income 2021: $609,9702021Revenue 2024: $1,981,997Expenses 2024: $1,759,982Net Income 2024: $222,0152024

Highlighted filing

2019

Revenue$1,758,373
Expenses$1,971,704
Net Income-$213,331
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$1,759,974
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,744,834$1,865,873▲ $121,039
Savings and Temporary Cash Investments$1,241,064$1,086,469▼ $154,595
Accounts Receivable$25,500$22,250▼ $3,250
Prepaid Expenses and Deferred Charges$30,514$12,857▼ $17,657
Land, Buildings, and Equipment, Net$9,856$5,205▼ $4,651
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Total Assets$3,271,782$3,161,414▼ $110,368
Other Assets Total$220,013$168,759▼ $51,254
Liabilities
Accounts Payable and Accrued Expenses$480,103$530,938▲ $50,835
Deferred Revenue$216,690$198,785▼ $17,905
Other Liabilities$92,470$96,154▲ $3,684
Total Liabilities$789,263$825,877▲ $36,614
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,744,834$1,865,873▲ $121,039
Net Assets Without Donor Restrictions$737,685$469,664▼ $268,021
Total Net Assets Fund Balance$2,482,519$2,335,537▼ $146,982
Total Liabilities and Net Assets / Fund Balance$3,271,782$3,161,414▼ $110,368

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$467$18,523$18,990
Equipment$4,738$6,332$11,070
Other Assets Org$2,012--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,744,834-▲ $129,175-$1,865,873
2018$1,754,471-▼ $2,998-$1,744,834
2017$1,676,773-▲ $83,516-$1,754,471
2016$1,628,190-▲ $54,880-$1,676,773
2015$1,641,895-▼ $9,783-$1,628,190
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph AnnottiPresidentFT$279,271$49,919$306,828
Allison KoppelCOOFT$147,063$18,782$188,207

Board Members and Trustees

NameTitle
Timothy KuzmaChair
Cynthia MaleskiVice Chair
Craig Van DykeDirector
Darcy CallasDirector
Eivind HeibergDirector
Kenny MasseyDirector
MICHAEL J O'CONNORDirector
Matt EllisDirector
Nicole GourleyDirector
Paul JohnstonDirector
WILLIAM O'TOOLEDirector
Kevin MartiSecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Namic Service CorporationManagement3601 VINCENNES ROAD, Indianapolis, IN 46268$194,678
Capitol Counsel LLCLobbying Suprt700 13TH STREET NW 2ND FL, Washington, DC 20005$180,000
Revenue and Support

Revenue Composition

Contributions and Grants
$92,572
Program Service Revenue
$1,516,820
Investment Income
$62,295
Other Revenue
$86,686
All Other Contributions
$92,572
Change in Net Assets
$-213,331

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,751,767
Revenue Not Reported on Financial Statements
$6,606
Revenue Not Reported on Form 990
$66,279
Total Revenue per Audited Statements
$1,818,046
Total Revenue per Form 990
$1,758,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,046,372
Salaries, Compensation, and Employee Benefits$925,332
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$827,133
Fees for Services Lobbying---$441,821
Fees for Services Management---$170,996
Conferences and Meetings---$96,959
Travel---$71,784
Fees for Services Legal---$55,311
Other Employee Benefits---$52,495
Information Technology---$33,977
Payroll Taxes---$29,505
Pension Plan Contributions---$16,199
Office Expenses---$15,834
Fees for Services Accounting---$15,173
Insurance---$12,662
Fees for Services Other---$12,005
All Other Expenses---$8,589
Occupancy---$7,075
Fees for Service Investment Mgmnt Fees---$6,606
Other Expenses---$5,768
Depreciation Depletion---$3,120
Advertising---$646
Total Functional Expenses$0$0$0$1,971,704

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,971,704
Expenses per Audited Statements$1,965,098
Total Expenses per Audited Statements$1,965,098
Expenses Not Reported on Financial Statements$6,606
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$96,154
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 president and treasurer 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 executive committee performs an annual review of the ceo's performance. They modify the written job description and employment contract, if necessary. They consult a compensation and benefits survey which is purchased annually from an independent organization. The officers of the board of directors then authorize and sign off on a new employment contract.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
American Fraternal Alliance
EIN
36-1522820
Phone
6305226322
Address
PO BOX 68700, INDIANAPOLIS, IN 46268

Signing Officer

Name
Allison Koppel
Title
COO
Phone
6305226322
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Koppel
Formed
1886
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
30

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240
Preparer
James J Cline
Phone
3175661000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Tax loss on disposal 601 book loss on disposal -531 total 70”

Financial Statement Notes

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 tax on its net unrelated business income. The organization has no unrelated business income for the years ended december 31, 2019 and december 31, 2018. 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, 2019 and december 31, 2018, 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, 2019 and december 31, 2018, of 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 XIII

“Part v, line 4: the board designated funds will be used to fund unanticipated activities, improve the return on invested funds and manage investment risk and provide current operating funds through the use of investment income.”

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IRS990/MissionDesc0THE 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.
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IRS990/PrincipalOfficerNm0ALLISON KOPPEL
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt228499
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ALLIANCE CONDUCTED THE EXECUTIVE SUMMIT FOR ITS CEOS TO ADDRESS HIGH LEVEL ISSUES FACING THE INDUSTRY. THE SPRING SYMPOSIUM OFFERED MULTIPLE WORKSHOPS AND NETWORKING OPPORTUNITIES FOR A VARIETY OF DEPARTMENT LEADERS. QUARTERLY REGIONAL MEETINGS ALLOWED FRATERNAL STAFFERS FROM ACROSS THE US TO CONNECT AND SHARE RESOURCES.
IRS990/ProgSrvcAccomActy3Grp/Desc0COMPLETED TRANSITION TO NEW OPERATING MODEL BY OUTSOURCING MANY ACTIVITIES WHICH RESULTED IN SIGNIFICANT EFFICIENCIES.
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IRS990/PYTotalRevenueAmt02167850
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3ACCRUED INTEREST RECEIVABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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 TAX ON ITS NET UNRELATED BUSINESS INCOME. THE ORGANIZATION HAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2019 AND DECEMBER 31, 2018. 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, 2019 AND DECEMBER 31, 2018, 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, 2019 AND DECEMBER 31, 2018, OF 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PART V, LINE 4: THE BOARD DESIGNATED FUNDS WILL BE USED TO FUND UNANTICIPATED ACTIVITIES, IMPROVE THE RETURN ON INVESTED FUNDS AND MANAGE INVESTMENT RISK AND PROVIDE CURRENT OPERATING FUNDS THROUGH THE USE OF INVESTMENT INCOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XIII
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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,161,414
Liabilities
$825,877
Net assets
$2,335,537
Revenue
$1,758,373
Expenses
$1,971,704
Net income
-$213,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.07$3.46$1.98$1.76$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.04$2.77$1.80$1.19$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.18$2.25$1.04$1.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.16$0.83$2.34$1.76$1.97$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$1.33$1.95$2.62$2.53$0.09