Totals
- Total revenue
- $15,944,902
- Total expenses
- $19,132,339
- Contributions and grants received
- $15,319,212
- Grants paid
- $11,439,556
- Program service revenue
- $2,227
- Investment income
- $1,036,657
- Other revenue
- -$413,194
- Total assets, end of year
- $30,469,970
- Total liabilities, end of year
- $3,016,673
- Net assets or fund balances, end of year
- $27,453,297
- Program services expenses (Part IX)
- $17,269,238
- Management and general expenses
- $1,254,059
- Fundraising expenses
- $609,042
- Program service expenses (Part III)
- $17,269,238
Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$105,500
-
1e · Government grants (contributions)
$9,957,795
-
1f · All other contributions, gifts and grants
$5,255,917
-
1g · Noncash contributions included above
$20,365
-
2a · Program service revenue: INDIRECT ADMIN FEES - RELATED
total $2,227 · related or exempt $2,227
-
3 · Investment income
total $906,434 · excluded $906,434
-
7a · Gross sales of assets other than inventory
securities $14,637,805
-
7b · Less cost or other basis and sales expenses
securities $14,494,309 · other assets $13,273
-
7c · Gain or loss
securities $143,496 · other assets -$13,273
-
7d · Net gain or loss
total $130,223 · excluded $130,223
-
8a · Fundraising events: gross income
$16,184
-
8a · Fundraising events: contributions included on line 1c
$105,500
-
8b · Fundraising events: direct expenses
$429,378
-
8c · Net income from fundraising events
total -$413,194 · excluded -$413,194
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $11,439,556 · program services $11,439,556
-
5 · Compensation of officers, directors and key employees
total $365,486 · program services $73,097 · management and general $219,292 · fundraising $73,097
-
7 · Other salaries and wages
total $3,645,038 · program services $2,900,624 · management and general $474,362 · fundraising $270,052
-
8 · Pension plan contributions
total $169,745 · program services $135,079 · management and general $22,090 · fundraising $12,576
-
9 · Other employee benefits
total $248,639 · program services $197,860 · management and general $32,358 · fundraising $18,421
-
10 · Payroll taxes
total $328,787 · program services $261,640 · management and general $42,788 · fundraising $24,359
-
11b · Fees: legal
total $4,277 · program services $3,403 · management and general $557 · fundraising $317
-
11c · Fees: accounting
total $50,250 · management and general $50,250
-
11f · Fees: investment management
total $43,266 · management and general $43,266
-
11g · Fees: other
total $983,587 · program services $782,712 · management and general $128,003 · fundraising $72,872
-
12 · Advertising and promotion
total $105,180 · program services $83,699 · management and general $13,688 · fundraising $7,793
-
13 · Office expenses
total $457,166 · program services $363,935 · management and general $59,348 · fundraising $33,883
-
14 · Information technology
total $162,217 · program services $129,088 · management and general $21,111 · fundraising $12,018
-
16 · Occupancy
total $456,536 · program services $363,299 · management and general $59,413 · fundraising $33,824
-
17 · Travel
total $264,234 · program services $210,271 · management and general $34,387 · fundraising $19,576
-
19 · Conferences, conventions and meetings
total $250,553 · program services $199,383 · management and general $32,607 · fundraising $18,563
-
22 · Depreciation, depletion and amortization
total $53,888 · program services $42,883 · management and general $7,013 · fundraising $3,992
-
23 · Insurance
total $11,057 · program services $8,799 · management and general $1,439 · fundraising $819
-
24a · Other expenses: EVENTS
total $44,517 · program services $35,426 · management and general $5,793 · fundraising $3,298
-
24b · Other expenses: MAINTENANCE AND REPAIRS
total $40,407 · program services $32,155 · management and general $5,259 · fundraising $2,993
-
24c · Other expenses: EQUIPMENT EXPENSE
total $7,953 · program services $6,329 · management and general $1,035 · fundraising $589
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,096,492 · end of year $13,592
-
2 · Savings and temporary cash investments
beginning of year $900,862 · end of year $1,721,383
-
3 · Pledges and grants receivable
beginning of year $1,757,564 · end of year $10,981
-
4 · Accounts receivable
beginning of year $505,175 · end of year $593,577
-
9 · Prepaid expenses and deferred charges
beginning of year $56,702 · end of year $119,257
-
10a · Land, buildings and equipment: cost or other basis
$1,695,485
-
10b · Land, buildings and equipment: accumulated depreciation
$435,971
-
10c · Land, buildings and equipment, net
beginning of year $1,296,232 · end of year $1,259,514
-
11 · Investments: publicly traded securities
beginning of year $26,725,570 · end of year $26,710,630
-
15 · Other assets
beginning of year $27,588 · end of year $41,036
-
17 · Accounts payable and accrued expenses
beginning of year $393,867 · end of year $504,392
-
19 · Deferred revenue
beginning of year $1,691,218 · end of year $1,713,121
-
25 · Other liabilities
beginning of year $780,806 · end of year $799,160
-
27 · Net assets without donor restrictions
beginning of year $21,502,903 · end of year $17,622,336
-
28 · Net assets with donor restrictions
beginning of year $7,997,391 · end of year $9,830,961
Mission and programs · 2024
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.
Activities or mission (Part I)
WE PROVIDE FINANCIAL SUPPORT FOR TRIBAL CITIZENS SEEKING HIGHER EDUCATION, AND SUPPORT THEM IN ATTAINING UNDERGRADUATE, GRADUATE, AND PROFESSIONAL DEGREES. WE PARTNER WITH TRIBES, THE FEDERAL GOVERNMENT, FOUNDATIONS, CORPORATIONS, AND INDIVIDUALS TO ENSURE THE GROWTH AND SUSTAINABILITY OF SCHOLARSHIPS.
-
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
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Lillian Sparks RobinsonLILLIAN SPARKS ROBINSON
CHAIR
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Franklin OberlyFRANKLIN OBERLY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Cecilia GutierrezCECILIA GUTIERREZ
TREASURER
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Amber GarrisonAMBER GARRISON
SECRETARY
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Victoria AdamsVICTORIA ADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Linda BenallyLINDA BENALLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Hollly Cook MacarroHOLLLY COOK MACARRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Katherin CarltonKATHERIN CARLTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Kimberly TeeheeKIMBERLY TEEHEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Ben NottiBEN NOTTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Rohit MenezesROHIT MENEZES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Ernest Stevens JrERNEST STEVENS JR
DIRECTOR (THROUGH 9/2025)
- Total calculated
- $0
- Hours/week
- 2.5 + 0.3 related
-
Angelique AlbertANGELIQUE ALBERT
CEO
- Total calculated
- $348,694
- From this org
- $319,591
- From related orgs
- $0
- Other
- $29,103
- Hours/week
- 40 + 15 related
Schedule J breakdown matched by us
- Base
- $319,591
- Bonus
- $0
- Other
- $0
- Deferred
- $18,988
- Nontaxable benefits
- $10,115
- Filer's total
- $348,694
-
Sandra BohamSANDRA BOHAM
COO
- Total calculated
- $111,165
- From this org
- $100,482
- From related orgs
- $0
- Other
- $10,683
- Hours/week
- 40
-
Sara LabargeSARA LABARGE
DIRECTOR OF STRATEGIC PARTNERSHIPS
- Total calculated
- $190,831
- From this org
- $177,038
- From related orgs
- $0
- Other
- $13,793
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,038
- Bonus
- $0
- Other
- $0
- Deferred
- $10,700
- Nontaxable benefits
- $3,093
- Filer's total
- $190,831
-
Christa MoyaCHRISTA MOYA
DIRECTOR OF SCHOLARSHIP OPERATIONS
- Total calculated
- $168,013
- From this org
- $157,450
- From related orgs
- $0
- Other
- $10,563
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,450
- Bonus
- $0
- Other
- $0
- Deferred
- $9,248
- Nontaxable benefits
- $1,315
- Filer's total
- $168,013
-
Erin GriegoERIN GRIEGO
CHIEF OF STAFF
- Total calculated
- $168,594
- From this org
- $151,219
- From related orgs
- $0
- Other
- $17,375
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,219
- Bonus
- $0
- Other
- $0
- Deferred
- $9,682
- Nontaxable benefits
- $7,693
- Filer's total
- $168,594
-
Elisa PhillipsELISA PHILLIPS
CONTROLLER
- Total calculated
- $152,208
- From this org
- $135,040
- From related orgs
- $0
- Other
- $17,168
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,040
- Bonus
- $0
- Other
- $0
- Deferred
- $8,259
- Nontaxable benefits
- $8,909
- Filer's total
- $152,208
-
Angela BurnsideANGELA BURNSIDE
HUMAN RESOURCES MANAGER
- Total calculated
- $134,574
- From this org
- $116,252
- From related orgs
- $0
- Other
- $18,322
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · SCHOLARSHIP ADMINISTRATION · NM · controlled entity
Directly controlled by NATIVE FORWARD SCHOLARS FUND
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621149349301027
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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