Nonprofit · EIN 85-0222386
NATIVE FORWARD SCHOLARS FUND
Tax-exempt · ALBUQUERQUE, NM 87112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,944,902 | $19,132,339 | -$3,187,437 | $30,469,970 | $3,016,673 | $27,453,297 |
| June 30, 2024 | 990 | $15,557,008 | $15,574,806 | -$17,798 | $32,366,185 | $2,865,891 | $29,500,294 |
| June 30, 2023 | 990 | $12,987,939 | $12,670,500 | $317,439 | $30,032,451 | $2,957,715 | $27,074,736 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,319,212
- of which government grants
- $9,957,795
- Program service revenue
- $2,227
- Investment income
- $1,036,657
- Net gain from sales of assets
- $130,223
- Net income from fundraising events
- -$413,194
- Other revenue
- -$413,194
Expenses
- Grants and similar amounts paid
- $11,439,556
- Compensation of officers, directors and key employees
- $365,486
- Other salaries and wages
- $3,645,038
- Salaries, compensation and benefits (total)
- $4,757,695
- Professional fundraising fees
- $0
- Legal fees
- $4,277
- Accounting fees
- $50,250
- Occupancy
- $456,536
- Travel
- $264,234
- Depreciation
- $53,888
- Program services (functional)
- $17,269,238
- Management and general (functional)
- $1,254,059
- Fundraising (functional)
- $609,042
Balance sheet and other
- Total assets, start of year
- $32,366,185
- Total assets, end of year
- $30,469,970
- Total liabilities, end of year
- $3,016,673
- Net assets, end of year
- $27,453,297
- Land, buildings and equipment
- $1,259,514
- Publicly traded securities
- $26,710,630
- Net assets without donor restrictions
- $17,622,336
- Net assets with donor restrictions
- $9,830,961
- Gross receipts
- $30,881,862
- Employees
- 31
- Volunteers
- 274
- Year formed
- 1969
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANGELIQUE ALBERT | CEO Officer | 40 | $319,591 | $29,103 |
| SARA LABARGE | DIRECTOR OF STRATEGIC PARTNERSHIPS Highest-paid employee | 40 | $177,038 | $13,793 |
| ERIN GRIEGO | CHIEF OF STAFF Highest-paid employee | 40 | $151,219 | $17,375 |
| CHRISTA MOYA | DIRECTOR OF SCHOLARSHIP OPERATIONS Highest-paid employee | 40 | $157,450 | $10,563 |
| ELISA PHILLIPS | CONTROLLER Highest-paid employee | 40 | $135,040 | $17,168 |
| ANGELA BURNSIDE | HUMAN RESOURCES MANAGER Highest-paid employee | 40 | $116,252 | $18,322 |
| SANDRA BOHAM | COO Officer | 40 | $100,482 | $10,683 |
| LILLIAN SPARKS ROBINSON | CHAIR Trustee or director | 2.5 | $0 | $0 |
| FRANKLIN OBERLY | VICE CHAIR Trustee or director | 2.5 | $0 | $0 |
| CECILIA GUTIERREZ | TREASURER Trustee or director | 2.5 | $0 | $0 |
| AMBER GARRISON | SECRETARY Trustee or director | 2.5 | $0 | $0 |
| VICTORIA ADAMS | DIRECTOR Trustee or director | 2.5 | $0 | $0 |
| LINDA BENALLY | DIRECTOR Trustee or director | 2.5 | $0 | $0 |
| HOLLLY COOK MACARRO | DIRECTOR Trustee or director | 2.5 | $0 | $0 |
| KATHERIN CARLTON | DIRECTOR Trustee or director | 2.5 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY TEEHEE | DIRECTOR Trustee or director | 2.5 | $0 |
| BEN NOTTI | DIRECTOR Trustee or director | 2.5 | $0 |
| ROHIT MENEZES | DIRECTOR Trustee or director | 2.5 | $0 |
| ERNEST STEVENS JR | DIRECTOR (THROUGH 9/2025) Trustee or director | 2.5 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANGELIQUE ALBERT | CEO Officer | 40 | $290,571 | $28,045 |
| SARA LABARGE | DIRECTOR OF STRATEGIC PARTNERSHIPS Highest-paid employee | 40 | $143,224 | $13,480 |
| CHRISTA MOYA | DIRECTOR OF SCHOLARSHIP OPERATIONS Highest-paid employee | 40 | $125,473 | $12,470 |
| HOLLY COOK MACARRO | CHAIR Trustee or director | 2.5 | $0 | $0 |
| LILLIAN SPARKS ROBINSON | VICE CHAIR Trustee or director | 2.5 | $0 | $0 |
| CECILIA GUTIERREZ | TREASURER Trustee or director | 2.5 | $0 | $0 |
| AMBER GARRISON | SECRETARY Trustee or director | 2.5 | $0 | $0 |
| VICTORIA ADAMS | DIRECTOR Trustee or director | 2.5 | $0 | $0 |
| LINDA BENALLY | DIRECTOR Trustee or director | 2.5 | $0 | $0 |
| FRANKLIN OBERLY | DIRECTOR Trustee or director | 2.5 | $0 | $0 |
| ERNEST STEVENS JR | DIRECTOR Trustee or director | 2.5 | $0 | $0 |
| KIMBERLY TEEHEE | DIRECTOR Trustee or director | 2.5 | $0 | $0 |
| AURENE MARTIN | DIRECTOR (THROUGH 10/31/2023) Trustee or director | 2.5 | $0 | $0 |
| STACY LEEDS | VICE CHAIR (THROUGH 10/31/2023) Trustee or director | 2.5 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANGELIQUE ALBERT | CEO Officer | 40 | $263,812 | $25,622 |
| RICHARD WILLIAMS | DIRECTOR TO Trustee or director | 0.3 | $0 | $0 |
| ERNIE STEVENS JR | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| CECILIA GUTIERREZ | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| LILIAN SPARKS ROBINSON | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| KIMBERLY TEEHEE | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| AURENE MARTIN SECTRES TO 622 | DIRECTOR FRO Trustee or director | 0.3 | $0 | $0 |
| AMBER GARRISON | SECRETARY FR Trustee or director, Officer | 0.3 | $0 | $0 |
| FRANKLIN HUD LOUIS OBERLY JR | TREAS FROM 4 Trustee or director, Officer | 0.3 | $0 | $0 |
| STACY LEEDS | VICE CHAIR Trustee or director, Officer | 0.3 | $0 | $0 |
| HOLLY COOK MACARRO | CHAIR Trustee or director, Officer | 0.3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10010 INDIAN SCHOOL RD NE, ALBUQUERQUE, NM 87112-3175
- Principal officer (990 for 2024)
- ANGELIQUE ALBERT, 10010 INDIAN SCHOOL RD NE, ALBUQUERQUE, NM 87112
- Signed the 990
- ANGELIQUE ALBERT, CEO
- Phone
- (505) 881-4584
- Website
- WWW.NATIVEFORWARD.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
WE PROVIDE FINANCIAL SUPPORT FOR TRIBAL CITIZENS SEEKING HIGHER EDUCATION AND SUPPORT THEM IN OBTAINING UNDERGRADUATE, GRADUATE, AND PROFESSIONAL DEGREES. WE PARTNER WITH TRIBES, THE FEDERAL GOVERNMENT, FOUNDATIONS, CORPORATIONS, AND INDIVIDUALS TO ENSURE THE GROWTH AND SUSTAINABILITY OF SCHOLARSHIPS.
Program accomplishments
- AWARD AND DISBURSEMENT OF SCHOLARSHIP FUNDS TO TRIBAL CITIZENS ACROSS THE UNITED STATES; PRIMARILY THOSE SEEKING GRADUATE AND PROFESSIONAL DEGREES. IN THE 2024-2025 ACADEMIC YEAR, 1,252 STUDENTS WERE SUPPORTED AT VARIOUS LEVELS.Expenses $11,439,556 · grants $11,439,556 · revenue $2,227
- PROVIDES A STUDENT SUPPORT SERVICE AND RESOURCE PROGRAM THAT ENGAGES HIGH SCHOOL, UNDERGRADUATE AND GRADUATE STUDENTS. ALONG WITH THESE SERVICES, THE NATIVE FORWARD WEBSITE HOSTS THE WEB RESOURCE CENTER WHICH ISSUES A COMPREHENSIVE LIST OF EDUCATION AND CAREER PLANNING RESOURCES FOR ALL STUDENTS.STUDENT SUPPORT SERVICES:ONE OF NATIVE FORWARD'S CORE COMPETENCIES AND PRIORITY AREAS OF FOCUS LIES IN COLLEGE ACCESS. WE WORK WITH INDIVIDUAL TRIBAL CITIZENS TO PROVIDE ACCESS TO HIGHER EDUCATION THROUGH ACCESS TO FUNDING, RESOURCES, AND INFORMATION.- ACCESS TO SCHOLARSHIPS/FELLOWSHIP FUNDING THROUGH EFFECTIVE SCHOLARSHIP ADMINISTRATION. MARKETING AND OUTREACH TO NATIONAL NATIVE AUDIENCES. EFFICIENT APPLICATION, REVIEW, AND AWARDING PROCESS, INCLUDING DISTRIBUTION, AND TRACKING.- PROVIDE ONE-TO-ONE OUTREACH TO STUDENTS, INCLUDING FINANCIAL AID ASSISTANCE, APPLICATION SUPPORT, AND ADVOCATING FOR OUR STUDENTS THROUGH IMPROVING POLICIES, REDUCING OBSTACLES, AND INCREASING ON-CAMPUS SUPPORT AVAILABLE TO TRIBAL CITIZENS.- ONLINE STUDENT RESOURCE CENTER IS AN ONLINE COLLECTION OF BEST PRACTICES, STRATEGIES AND ADVICE SPECIFICALLY TAILORED FOR TRIBAL CITIZEN SUCCESSES THAT SUPPLEMENT OUR ONE-TO-ONE SERVICES AND PROVIDE ADDITIONAL GUIDANCE THROUGH THE ENTIRE ACADEMIC JOURNEY.NATIVE FORWARD'S BEST IN CLASS STUDENT SUPPORT SERVICES ARE WHAT DIFFERENTIATES US WHEN IT COMES TO COLLEGE SUCCESS. WE HAVE SPENT THE PAST 26 YEARS REFINING SUPPORT SERVICES TO TRIBAL CITIZENS AND EXCEL AT PROVIDING THESE SERVICES TO ALL OUR STUDENTS.- PROVIDE ADJACENT HIGH IMPACT, CULTURALLY RESPONSIVE SUPPORT SERVICES TO EACH STUDENT THROUGH OUR TARGETED PROGRAM.- PROVIDE FINANCIAL AID COUNSELING AND ASSISTANCE TO SCHOLARS WITH NATIVE FORWARD APPLICATIONS AND FAFSA, PROVIDE STANDARD FINANCIAL LITERACY INFORMATION, ASSIST STUDENTS WITH AWARD REVISIONS AND COA ADJUSTMENTS, AND RESOLVE ANY ISSUES WITH AWARD DISBURSEMENTS.- PROVIDE ONE-TO-ONE OUTREACH TO STUDENTS UTILIZING A THREE-TOUCHPOINT SYSTEM TO ASSIST STUDENTS THROUGH THE MOST DIFFICULT POINTS OF THEIR ACADEMIC JOURNEY. THIS CONTACT IS DONE THROUGH EMAIL, FLYERS, SOCIAL MEDIA, DIRECT CALLS AND SURVEYS.- INSTITUTIONAL OUTREACH AND ADVOCACY ARE PROVIDED TO STUDENTS WHO NEED ASSISTANCE IN CONNECTING TO CAMPUS RESOURCES SUCH AS TUTORING, MENTORING, FINANCIAL AID, PEER GROUPS ETC.- TRANSCRIPT REVIEW TO ASSURE STUDENTS SUCCESS, WITH TARGETED "BACK ON TRACK" INITIATIVE TO ASSIST STUDENT WITH ON CAMPUS RESOURCES.- INCENTIVE PROGRAM- CELEBRATE STUDENT ACCOMPLISHMENTS THROUGH ACKNOWLEDGEMENT, INCLUDING THE AWARDING OF STOLES, ACHIEVEMENT MEDALS, AND THROUGH THE STUDENT OF THE PROGRAM.- EACH MONTH NATIVE FORWARD HIGHLIGHTS STUDENTS IN THE STUDENT OF THE MONTH PROGRAM.- NATIVE FORWARD ALSO NOTIFIES STUDENTS OF SUMMER OPPORTUNITIES SUCH AS INTERNSHIPS AND CAREER OPENINGS AS PART OF OUR COMPREHENSIVE SUPPORT SERVICES.BACK ON TRACK PROGRAM:ACADEMIC INTERVENTION THROUGH OUR BACK ON TRACK PROGRAM MAY OCCUR IF STUDENTS STRUGGLE TO REMAIN IN GOOD STANDING WITH THEIR INSTITUTION, AND WE CONNECT STUDENTS WITH COMMUNITY AND CAMPUS RESOURCES INCLUDING TUTORING, MENTORING, AND CONNECTION TO OTHER TRIBAL CITIZENS AROUND THE COUNTRY.NATIVE FORWARD SPECIALIZES IN PROVIDING COMPREHENSIVE STUDENT SERVICES TO SUPPORT AWARD RECIPIENTS TO ENSURE THEY THRIVE THROUGHOUT THEIR ACADEMIC JOURNEY AND SUCCESSFULLY LAUNCH THEIR CAREERS. WE RECOGNIZE AND UNDERSTAND THE EXPERIENCE OF TRIBAL CITIZENS ENTERING WESTERN HIGHER EDUCATIONAL SYSTEMS, AND WE CONTINUOUSLY STRIVE TO PROVIDE STUDENTS WITH THE NETWORKS AND RESOURCES NECESSARY TO MAKE THEIR EDUCATIONAL JOURNEY A TRANSFORMATIONAL AND EMPOWERING EXPERIENCE. OUR EXTENSIVE EXPERIENCE IN ADMINISTERING STUDENT SUPPORT SERVICES HAS MADE OUR TEAM UNIQUELY QUALIFIED TO ADDRESS THE NEEDS OF TRIBAL CITIZENS AND QUICKLY ADAPT TO PROVIDE THE MOST RELEVANT AND RESPONSIVE PROGRAMMING TO BEST SUPPORT THEM.2024-2025 APPLICATIONS WERE RECEIVED DURING THE YEAR, WHILE 1,252 STUDENTS RECEIVED AWARDS.ADVISE AND COLLABORATE WITH U.S. GRADUATE SCHOOLS AND PROGRAMS TO ENSURE STRONG SUPPORT SERVICES FOR TRIBAL CITIZENS PURSUING GRADUATE DEGREES AND POSTGRADUATE AND EMPLOYMENT ADVISEMENT.Expenses $5,829,682
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0222386
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $30,469,970
- Income (IRS master file)
- $30,881,862
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,944,902 | $19,132,339 | $30,469,970 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $15,557,008 | $15,574,806 | $32,366,185 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $12,987,939 | $12,670,500 | $30,032,451 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $10,605,933 | $11,205,805 | $28,393,677 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0222386).
Questions about NATIVE FORWARD SCHOLARS FUND
- What is the EIN of NATIVE FORWARD SCHOLARS FUND?
- The employer identification number (EIN) of NATIVE FORWARD SCHOLARS FUND is 85-0222386.
- Is NATIVE FORWARD SCHOLARS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to NATIVE FORWARD SCHOLARS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIVE FORWARD SCHOLARS FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIVE FORWARD SCHOLARS FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIVE FORWARD SCHOLARS FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NATIVE FORWARD SCHOLARS FUND?
- The 990 for the year ended June 30, 2025 names ANGELIQUE ALBERT.
- Who are the officers and directors of NATIVE FORWARD SCHOLARS FUND?
- The 990 for the year ended June 30, 2025 lists 19 people; 7 received compensation from the organization, the highest $319,591 (ANGELIQUE ALBERT, CEO).
- How much revenue does NATIVE FORWARD SCHOLARS FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,944,902, expenses of $19,132,339 and total assets of $30,469,970 at year end.
Other nonprofits in ALBUQUERQUE
- UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED EIN 85-0275408 · last filed 990 for 2025
- ALBUQUERQUE ACADEMY EIN 85-0129165 · last filed 990 for 2025
- SANDIA SCHOOL EIN 85-0196115 · last filed 990 for 2025
- HOPE CHRISTIAN SCHOOLS INC EIN 85-0244670 · last filed 990 for 2025
- BOSQUE SCHOOL EIN 85-0420092 · last filed 990 for 2025
- NEW MEXICO EDUCATIONAL ASSISTANCE FOUNDATION EIN 85-0291313 · last filed 990 for 2025
- INDIGENOUS EDUCATION INC EIN 81-1754189 · last filed 990 for 2025
- RGEC INC EIN 85-0471881 · last filed 990 for 2025