NATIONAL ASSOCIATION OF FELLOWSHIP ADVISORS (EIN 043728229) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

RACHEL BALL-PHILLIPS

Phone

2147683726

Tax Period

2024-10-01 to 2025-09-30

NATIONAL ASSOCIATION OF FELLOWSHIP ADVISORS, founded in 2000, is a small nonprofit that reported $254K in total revenue in fiscal year 2017. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $359K exceeded revenue, resulting in a 41% operating deficit.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE FULL POTENTIAL OF FELLOWSHIP CANDIDATES THROUGH THE APPLICATION PROCESS, AND TO FOSTER THE CONTINUED GROWTH AND PROFESSIONALIZATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,610

Investment Income $37,266

Other Revenue $124

TOTAL REVENUE $44,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,667

Other Expenses $69,480

TOTAL EXPENSES $69,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,000	$333,156	-0.9%
Expenses	$69,480	$209,212	-0.7%
Net Income	$-25,480	$123,944	-1.2%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

132

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBYN CURTIS	PRESIDENT	10.00	Officer Director	$0	$0	$0
ALICIA HAYES	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
SUSAN ALBRECHT	SECRETARY	10.00	Officer Director	$0	$0	$0
RACHEL BALL-PHILLIPS	TREASURER	10.00	Officer Director	$0	$0	$0
KATHLEEN BARRY	COMMUNICATIONS DIRECTOR	10.00	Officer Director	$0	$0	$0
CAITLIN TING	FOUNDATION REP	10.00	Director	$0	$0	$0
HEIDI BAUER-CLAPP	BOARD MEMBER	2.00	Director	$0	$0	$0
BRITTANY DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN HENDERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
BETH KEITHLY	BOARD MEMBER	2.00	Director	$0	$0	$0
DIANE MURK	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIC MEYERS	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT PALMER	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAILE RAINEY	BOARD MEMBER	2.00	Director	$0	$0	$0
MEREDITH RAUCHER SISSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY SWANSON	BOARD MEMBER	2.00	Director	$0	$0	$0

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
2025	$44,000	$69,480	No data	$-25,480
2024	$333,156	$209,212	$1,234,034	$123,944
2023	$506,894	$387,555	$1,046,831	$119,339
2022	$266,228	$142,391	$927,492	$123,837
2021	$352,066	$204,059	$803,655	$148,007
2020	$408,492	$133,842	$655,648	$274,650
2019	$443,971	$316,147	$380,998	$127,824
2018	$254,106	$358,619	$253,174	$-104,513

NATIONAL ASSOCIATION OF FELLOWSHIP ADVISORS