2026-03-16T09:00:46-05:00 2025-09-30 371119790 MH CPA PLLC 2110 CLEARLAKE BLVD STE 200 CHAMPAIGN IL 61822 990 2025-05-01 994516002 NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC NATI 2147683726 CO SMU PO BOX 750399 DALLAS TX 75275 RACHEL BALL-PHILLIPS TREASURER 2147683726 2026-03-02 1 1 AINDREA N BALAGNA CPA P00852053 2173512000 2026-03-02 2024 2025-03-06 01:10:19Z X X RACHEL BALL-PHILLIPS C/O SMU PO BOX 750399 DALLAS TX 75275 519363 0 X WWW.NAFADVISORS.ORG X 2021 IN 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. 16 16 0 132 0 0 0 517767 720 876 519363 860 0 0 0 0 420185 421045 98318 222555 1309118 258835 0 -36280 1309118 X 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. 1 0 362397 860 518643 PROVIDE MEMBERSHIP WITH ACCESS TO INFORMATION CONCERNING GRANTS, SCHOLARSHIPS, FELLOWSHIPS AS WELL AS THE FOUNDATIONS AND AGENCIES THAT SUPPORT THIS FUNDING. 362397 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 0 0 0 0 IN X JITASA 2082874777 1750 W FRONT ST SUITE 200 BOISE ID 83702 X ROBYN CURTIS PRESIDENT 10.00 X X 0 0 0 ALICIA HAYES VICE PRESIDENT 10.00 X X 0 0 0 KATHLEEN BARRY COMMUNICATIONS DIRECTOR 10.00 X X 0 0 0 SUSAN ALBRECHT SECRETARY 10.00 X X 0 0 0 RACHEL BALL-PHILLIPS TREASURER 10.00 X X 0 0 0 CAITLIN TING FOUNDATION REPRESENTATIVE 10.00 X 0 0 0 HEIDI BAUER-CLAPP BOARD MEMBER 2.00 X 0 0 0 BRITTANY DAVIS BOARD MEMBER 2.00 X 0 0 0 KEVIN HENDERSON BOARD MEMBER 2.00 X 0 0 0 BETH KEITHLY BOARD MEMBER 2.00 X 0 0 0 DIANE MURK BOARD MEMBER 2.00 X 0 0 0 ERIC MYERS BOARD MEMBER 2.00 X 0 0 0 SCOTT PALMER BOARD MEMBER 2.00 X 0 0 0 MICHAILE RAINEY BOARD MEMBER 2.00 X 0 0 0 MEREDITH RAUCHER SISSION BOARD MEMBER 2.00 X 0 0 0 MARY SWANSON BOARD MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 BIENNIAL CONFERENCE 611710 302067 302067 MEMBERSHIP DUES 611710 215700 215700 517767 720 720 MISCELLANEOUS INCOME 611710 876 876 876 519363 518643 0 720 X 860 860 19080 19080 50808 32600 18208 9668 8476 1192 3168 213 2955 313850 313850 1622 1622 BANK & CREDIT CARD FEES 15388 15388 SUPPLIES 3710 3299 411 MISCELLANEOUS EXPENSE 2891 1477 1414 421045 362397 58648 0 155712 563463 23249 43594 745655 222555 1309118 1164 257671 258835 0 X -36280 1309118 -36280 1309118 222555 1309118 X 98318 1247080 X 0 1 X 1 0 X 215700 215700 302067 302067 517767 517767 0 0 0 517767 720 720 720 720 876 876 519363 519363 X PART III, SHORT YEAR EXPLANATION: SHORT YEAR PERIOD FROM MAY 1, 2025 TO SEPTEMBER 30, 2025. 0 596187 76824 76824 519363 0 519363 521103 100058 100058 421045 0 421045 PART XI, LINE 2D - OTHER ADJUSTMENTS: REPORTED UNDER FEIN 04-3728229 AND FORM 1120 FEIN 99-4516002 PART XII, LINE 2D - OTHER ADJUSTMENTS: REPORTED UNDER FEIN 04-3728229 AND FORM 1120 FEIN 99-4516002 FORM 990, PART III, LINE 2 PROVIDE MEMBERSHIP WITH ACCESS TO INFORMATION CONCERNING GRANTS, SCHOLARSHIPS, FELLOWSHIPS AS WELL AS THE FOUNDATIONS AND AGENCIES THAT SUPPORT THIS FUNDING. FORM 990, PART VI, SECTION A, LINE 7A NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC. HAS MEMBERS WHO HAVE THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE MADE AVAILABLE TO BOARD MEMBERS FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C CODE OF ETHICS AND ACCOUNTING CONTROL. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 990 ARE AVAILABLE THROUGH A DIGITAL STORAGE PLATFORM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS PUBLISHED ITS GOVERNING DOCUMENTS ON ITS WEBSITE. FORM 990, PART IX, LINE 11G CONTRACTORS - GENERAL: PROGRAM SERVICE EXPENSES 8,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,750. CONTRACTUAL SERVICES - CONFERENCE MANAGEMENT: PROGRAM SERVICE EXPENSES 23,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,850. CONTRACTUAL SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,208. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,208. FORM 990, PART XI, LINE 9: TRANSFER FROM NATIONAL ASSOC OF FELLOWSHIP ADVISORS FEIN 04-3728229 1,247,080.