NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC

EIN: 994516002 501(c)(3) Education

DALLAS, TX

Total Revenue
$519,363
Total Expenses
$421,045
Total Assets
$1,309,118
Net Assets
$1,309,118
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
IN
Principal Officer
RACHEL BALL-PHILLIPS
Phone
2147683726
Tax Period
2025-05-01 to 2025-09-30

NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC, founded in 2021, is a small nonprofit in the Education sector that reported $519K in total revenue in fiscal year 2024. The organization ran a surplus of $98K, a strong 19% operating margin.

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

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $517,767
Investment Income $720
Other Revenue $876
TOTAL REVENUE $519,363

Expense Breakdown

Grants Paid $860
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $362,397
Other Expenses $420,185
TOTAL EXPENSES $421,045

Year-over-Year Comparison

2024 2023 Change
Revenue $519,363 N/A N/A
Expenses $421,045 N/A N/A
Net Income $98,318 N/A N/A
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

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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
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
5
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
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
KATHLEEN BARRY COMMUNICATIONS DIRECTOR 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
CAITLIN TING FOUNDATION REPRESENTATIVE 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 MYERS 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 SISSION 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 $519,363 $421,045 $1,309,118 $98,318
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