Nonprofit · EIN 99-4516002
NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC
Tax-exempt · DALLAS, TX 75275
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $519,363 | $421,045 | $98,318 | $1,309,118 | $0 | $1,309,118 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $517,767
- Investment income
- $720
- Other revenue
- $876
Expenses
- Grants and similar amounts paid
- $860
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $19,080
- Travel
- $3,168
- Program services (functional)
- $362,397
- Management and general (functional)
- $58,648
Balance sheet and other
- Total assets, start of year
- $222,555
- Total assets, end of year
- $1,309,118
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,309,118
- Publicly traded securities
- $745,655
- Net assets without donor restrictions
- $1,309,118
- Gross receipts
- $519,363
- Employees
- 0
- Volunteers
- 132
- Year formed
- 2021
- State of legal domicile
- IN
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBYN CURTIS | PRESIDENT Trustee or director, Officer | 10 | $0 |
| ALICIA HAYES | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| KATHLEEN BARRY | COMMUNICATIONS DIRECTOR Trustee or director, Officer | 10 | $0 |
| SUSAN ALBRECHT | SECRETARY Trustee or director, Officer | 10 | $0 |
| RACHEL BALL-PHILLIPS | TREASURER Trustee or director, Officer | 10 | $0 |
| CAITLIN TING | FOUNDATION REPRESENTATIVE Trustee or director | 10 | $0 |
| HEIDI BAUER-CLAPP | BOARD MEMBER Trustee or director | 2 | $0 |
| BRITTANY DAVIS | BOARD MEMBER Trustee or director | 2 | $0 |
| KEVIN HENDERSON | BOARD MEMBER Trustee or director | 2 | $0 |
| BETH KEITHLY | BOARD MEMBER Trustee or director | 2 | $0 |
| DIANE MURK | BOARD MEMBER Trustee or director | 2 | $0 |
| ERIC MYERS | BOARD MEMBER Trustee or director | 2 | $0 |
| SCOTT PALMER | BOARD MEMBER Trustee or director | 2 | $0 |
| MICHAILE RAINEY | BOARD MEMBER Trustee or director | 2 | $0 |
| MEREDITH RAUCHER SISSION | BOARD MEMBER Trustee or director | 2 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY SWANSON | BOARD MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 750399, DALLAS, TX 75275-0399
- In care of
- % SMU
- Principal officer (990 for 2024)
- RACHEL BALL-PHILLIPS, C/O SMU PO BOX 750399, DALLAS, TX 75275
- Signed the 990
- RACHEL BALL-PHILLIPS, TREASURER
- Phone
- (214) 768-3726
- Website
- WWW.NAFADVISORS.ORG
- Return prepared by
- MH CPA PLLC
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.
Program accomplishments
- PROVIDE MEMBERSHIP WITH ACCESS TO INFORMATION CONCERNING GRANTS, SCHOLARSHIPS, FELLOWSHIPS AS WELL AS THE FOUNDATIONS AND AGENCIES THAT SUPPORT THIS FUNDING.Expenses $362,397 · grants $860 · revenue $518,643
What it must file and when
IRS records say it files Not required. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | Check at the IRS |
IRS record
- EIN
- 99-4516002
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2025
- Accounting year ends
- September
- Files
- Not required
- Category (NTEE)
- Education (B03)
- Assets (IRS master file)
- $1,309,118
- Income (IRS master file)
- $519,363
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $519,363 | $421,045 | $1,309,118 | XML |
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 99-4516002).
Questions about NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC
- What is the EIN of NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC is 99-4516002.
- Is NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC file?
- Form Not required.
- When is the next return of NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC?
- The 990 for the year ended September 30, 2025 names RACHEL BALL-PHILLIPS.
- Who are the officers and directors of NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC?
- The 990 for the year ended September 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $519,363, expenses of $421,045 and total assets of $1,309,118 at year end.
Other nonprofits in DALLAS
- SOUTHERN METHODIST UNIVERSITY EIN 75-0800689 · last filed 990 for 2025
- UPLIFT EDUCATION EIN 75-2659683 · last filed 990 for 2025
- SOUTHWESTERN MEDICAL FOUNDATION EIN 75-0945939 · last filed 990 for 2024
- DALLAS BAPTIST UNIVERSITY EIN 75-6001300 · last filed 990 for 2025
- PARKER UNIVERSITY EIN 75-1596658 · last filed 990 for 2025
- DALLAS THEOLOGICAL SEMINARY EIN 75-0827421 · last filed 990 for 2025
- DALLAS COLLEGE FOUNDATION INC EIN 23-7326612 · last filed 990 for 2025
- HOCKADAY SCHOOL EIN 75-0800650 · last filed 990 for 2025