NATIVE FORWARD SCHOLARS FUND (EIN 850222386) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

ANGELIQUE ALBERT

Phone

5058814584

Tax Period

2024-07-01 to 2025-06-30

NATIVE FORWARD SCHOLARS FUND, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $15.9M in total revenue in fiscal year 2024. Expenses of $19.1M exceeded revenue, resulting in a 20% operating deficit.

Mission

WE PROVIDE FINANCIAL SUPPORT FOR TRIBAL CITIZENS SEEKING HIGHER EDUCATION, AND SUPPORT THEM IN ATTAINING UNDERGRADUATE, GRADUATE, AND PROFESSIONAL DEGREES. WE PARTNER WITH TRIBES, THE FEDERAL GOVERNMENT, FOUNDATIONS, CORPORATIONS, AND INDIVIDUALS TO ENSURE THE GROWTH AND SUSTAINABILITY OF SCHOLARSHIPS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,319,212

Program Service Revenue $2,227

Investment Income $1,036,657

Other Revenue $-413,194

TOTAL REVENUE $15,944,902

Expense Breakdown

Grants Paid $11,439,556

Salaries & Benefits $4,757,695

Fundraising Expenses $609,042

Program Expenses $17,269,238

Other Expenses $2,935,088

TOTAL EXPENSES $19,132,339

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,944,902	$15,557,008	+0.0%
Expenses	$19,132,339	$15,574,806	+0.2%
Net Income	$-3,187,437	$-17,798	+178.1%

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

Volunteers

274

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

$459,859

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LILLIAN SPARKS ROBINSON	CHAIR	2.50	Director	$0	$0	$0
FRANKLIN OBERLY	VICE CHAIR	2.50	Director	$0	$0	$0
CECILIA GUTIERREZ	TREASURER	2.50	Director	$0	$0	$0
AMBER GARRISON	SECRETARY	2.50	Director	$0	$0	$0
VICTORIA ADAMS	DIRECTOR	2.50	Director	$0	$0	$0
LINDA BENALLY	DIRECTOR	2.50	Director	$0	$0	$0
HOLLLY COOK MACARRO	DIRECTOR	2.50	Director	$0	$0	$0
KATHERIN CARLTON	DIRECTOR	2.50	Director	$0	$0	$0
KIMBERLY TEEHEE	DIRECTOR	2.50	Director	$0	$0	$0
BEN NOTTI	DIRECTOR	2.50	Director	$0	$0	$0
ROHIT MENEZES	DIRECTOR	2.50	Director	$0	$0	$0
ERNEST STEVENS JR	DIRECTOR (THROUGH 9/2025)	2.50	Director	$0	$0	$0
ANGELIQUE ALBERT	CEO	40.00	Officer	$319,591	$29,103	$348,694
SANDRA BOHAM	COO	40.00	Officer	$100,482	$10,683	$111,165
SARA LABARGE	DIRECTOR OF STRATEGIC PARTNERSHIPS	40.00	Highest	$177,038	$13,793	$190,831
CHRISTA MOYA	DIRECTOR OF SCHOLARSHIP OPERATIONS	40.00	Highest	$157,450	$10,563	$168,013
ERIN GRIEGO	CHIEF OF STAFF	40.00	Highest	$151,219	$17,375	$168,594
ELISA PHILLIPS	CONTROLLER	40.00	Highest	$135,040	$17,168	$152,208
ANGELA BURNSIDE	HUMAN RESOURCES MANAGER	40.00	Highest	$116,252	$18,322	$134,574

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	$15,944,902	$19,132,339	$30,469,970	$-3,187,437
2024	No data	No data	No data	No data
2023	$12,987,939	$12,670,500	$30,032,451	$317,439
2022	$10,605,933	$11,205,805	$28,393,677	$-599,872
2021	$29,529,441	$10,212,079	$32,033,548	$19,317,362
2020	$7,497,517	$7,731,628	$9,802,540	$-234,111
2019	$8,516,383	$7,854,415	$10,027,007	$661,968
2018	$4,068,279	$4,371,480	$11,425,697	$-303,201

NATIVE FORWARD SCHOLARS FUND