Civic Intelligence

National Association of Fellowship Advisors

EIN 04-3728229 • 501(c)3 • Dallas, TX

Pub. 78 Eligible

Profile

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.

CO Smu PO Box 750399Dallas, TX 75275

www.nafadvisors.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

13th percentile

-58%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

8th percentile

-87%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,234,034 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $1,234,034 (-100%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Down

$44,000

Down $289,156 (-87%) from 2024

Expenses

Down

$69,480

Down $139,732 (-67%) from 2024

Net Income

Down

-$25,480

Down $149,424 (-121%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $296,019Liabilities 2011: $0Net Assets 2011: $296,0192011Assets 2012: $283,059Liabilities 2012: $0Net Assets 2012: $283,0592012Assets 2013: $316,030Liabilities 2013: $0Net Assets 2013: $316,0302013Assets 2014: $377,604Liabilities 2014: $0Net Assets 2014: $377,6042014Assets 2015: $369,512Liabilities 2015: $0Net Assets 2015: $369,5122015Assets 2016: $418,488Liabilities 2016: $0Net Assets 2016: $418,4882016Assets 2017: $357,687Liabilities 2017: $0Net Assets 2017: $357,6872017Assets 2018: $253,174Liabilities 2018: $0Net Assets 2018: $253,1742018Assets 2019: $380,998Liabilities 2019: $0Net Assets 2019: $380,9982019Assets 2020: $655,648Liabilities 2020: $0Net Assets 2020: $655,6482020Assets 2021: $803,655Liabilities 2021: $0Net Assets 2021: $803,6552021Assets 2022: $927,492Liabilities 2022: $0Net Assets 2022: $927,4922022Assets 2023: $1,046,831Liabilities 2023: $0Net Assets 2023: $1,046,8312023Assets 2024: $1,234,034Liabilities 2024: $0Net Assets 2024: $1,234,0342024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $231,850Expenses 2011: $102,502Net Income 2011: $129,3482011Expenses 2012: $156,9502012Expenses 2013: $197,4502013Revenue 2014: $186,418Expenses 2014: $123,999Net Income 2014: $62,4192014Revenue 2015: $286,023Expenses 2015: $294,114Net Income 2015: -$8,0912015Revenue 2016: $219,917Expenses 2016: $170,941Net Income 2016: $48,9762016Revenue 2017: $359,883Expenses 2017: $422,764Net Income 2017: -$62,8812017Revenue 2018: $254,106Expenses 2018: $358,619Net Income 2018: -$104,5132018Revenue 2019: $443,971Expenses 2019: $316,147Net Income 2019: $127,8242019Revenue 2020: $408,492Expenses 2020: $133,842Net Income 2020: $274,6502020Revenue 2021: $352,066Expenses 2021: $204,059Net Income 2021: $148,0072021Revenue 2022: $266,228Expenses 2022: $142,391Net Income 2022: $123,8372022Revenue 2023: $506,894Expenses 2023: $387,555Net Income 2023: $119,3392023Revenue 2024: $333,156Expenses 2024: $209,212Net Income 2024: $123,9442024Revenue 2025: $44,000Expenses 2025: $69,480Net Income 2025: -$25,4802025

Highlighted filing

2025

Revenue$44,000
Expenses$69,480
Net Income-$25,480
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$44,000
Expenses
$69,480
Net income
-$25,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.07$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.33$0.21$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.51$0.39$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.27$0.14$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.35$0.20$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.41$0.13$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.44$0.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.25$0.36$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.36$0.42$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.22$0.17$0.05
2015Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$0.29$0.29$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.19$0.12$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.16
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.23$0.10$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Mar 2, 2026
Return Version
2024v5.5
Gross Receipts
$44,000
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$775,124$0▼ $775,124
Cash and Non-Interest-Bearing Accounts$458,910$0▼ $458,910
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,234,034$0▼ $1,234,034
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,234,034$0▼ $1,234,034
Total Net Assets Fund Balance$1,234,034$0▼ $1,234,034
Total Liabilities and Net Assets / Fund Balance$1,234,034$0▼ $1,234,034
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Robyn CurtisPresident
Alicia HayesVice President
Beth KeithlyBoard Member
Brittany DavisBoard Member
Diane MurkBoard Member
Eric MeyersBoard Member
Heidi Bauer-clappBoard Member
Kevin HendersonBoard Member
Mary SwansonBoard Member
Meredith Raucher SissonBoard Member
Michaile RaineyBoard Member
Scott PalmerBoard Member
Kathleen BarryCommunications Director
Caitlin TingFoundation Rep
Susan AlbrechtSecretary
Rachel Ball-phillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,610
Investment Income
$37,266
Other Revenue
$124
Change in Net Assets
$-25,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,480
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$29,495--$29,495
Fees for Services Accounting-$16,105-$16,105
Fees for Services Other-$14,567-$14,567
Fees for Service Investment Mgmnt Fees-$5,895-$5,895
Fees for Services Legal-$1,670-$1,670
Other Expenses-$1,209-$1,209
Travel$172$367-$539
Total Functional Expenses$29,667$39,813$0$69,480
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“National association of fellowship advisors 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 B, Line 15B

“The organization has an annual contract for a consultant, which is approved by finance committee and board.”

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.”

Filing and Contact Details

Filer

Filer Name
National Association of Fellowship
EIN
04-3728229
Phone
2147683726
Address
CO SMU PO BOX 750399, DALLAS, TX 75275

Signing Officer

Name
Rachel Ball-phillips
Title
Treasurer
Phone
2147683726
Signed
2026-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Ball-phillips
Formed
2000
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
132

Preparer

Firm
Mh CPA Pllc
Address
2110 CLEARLAKE BLVD STE 200, CHAMPAIGN, IL 61822
Preparer
Aindrea N Balagna CPA
Phone
2173512000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contractual services: program service expenses 0. Management and general expenses 14,567. Fundraising expenses 0. Total expenses 14,567.”

FORM 990, PART XI, LINE 9:

“Transfer to national assoc of fellowships advisors inc fein #99-4516002 -1,247,080.”

Raw XML AppendixShowing 400 of 477 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037266
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0775124
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01234034
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt038526
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01234034
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-1247080
IRS990/OtherExpensesGrp/Desc0BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01209
IRS990/OtherExpensesGrp/TotalAmt01209
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0124
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0124
IRS990/OtherRevenueTotalAmt0124
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RACHEL BALL-PHILLIPS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1BIENNIAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11210
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016080
IRS990/PYOtherExpensesAmt0209212
IRS990/PYOtherRevenueAmt07131
IRS990/PYProgramServiceRevenueAmt0309945
IRS990/PYRevenuesLessExpensesAmt0123944
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0209212
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0333156
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-25480
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06734
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0207380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0237400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0242369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0351834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01044383
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037266
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07226
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0292
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0232
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt061096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0102565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0260650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0386425
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt037266
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07226
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0292
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0232
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt061096
IRS990ScheduleA/InvestmentIncomeCYPct00.04070
IRS990ScheduleA/InvestmentIncomePYPct00.01340
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0124
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07131
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01618
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01567
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010440
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95240
IRS990ScheduleA/PublicSupportPY509Pct00.98110
IRS990ScheduleA/PublicSupportTotal509Amt01430808
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0309945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0498050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0264369
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0351834
IRS990ScheduleA/Total509Grp/TotalAmt01430808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0333156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0506894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0266228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0352066
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01502344
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CHECKING ACCOUNT & CHARLES SCHWAB INVESTMENT ACCOUNT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF FELLOWSHIP ADVISORS INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02025-09-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0994516002
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt01247080
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0C/O SMU PO BOX 750399
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0DALLAS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd075275
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: ALL BOARD MEMBERS OF NATIONAL ASSOCIATION OF FELLOWHIP ADVISORS
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: ALL BOARD MEMBERS ASSUMED THEIR SAME POSITIONS WITH THE NEW TAX EXEMPT ORGANIZATION, NATIONAL ASSOCIATION OF FELLOWSHIPS ADVISORS, INC. FEIN 99-4516002. ALL ASSETS OF NATIONAL ASSOCIATION OF FELLOWSHIP ADVISORS FEIN 04-3728229 WERE TRANSFERRED TO THE NEW ORGANIZATION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATIONAL ASSOCIATION OF FELLOWSHIP ADVISORS HAS MEMBERS WHO HAVE THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE FORM 990 ARE MADE AVAILABLE TO BOARD MEMBERS FOR REVIEW PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CODE OF ETHICS AND ACCOUNTING CONTROL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS AN ANNUAL CONTRACT FOR A CONSULTANT, WHICH IS APPROVED BY FINANCE COMMITTEE AND BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S FORMS 990 ARE AVAILABLE THROUGH A DIGITAL STORAGE PLATFORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS PUBLISHED ITS GOVERNING DOCUMENTS ON ITS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,567. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,567.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRANSFER TO NATIONAL ASSOC OF FELLOWSHIPS ADVISORS INC FEIN #99-4516002 -1,247,080.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

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