NORTH CAROLINA EDUCATIONAL SCHOLARSHIP FUND INC (EIN 202227646) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

L MCNEIL CHESTNUT

Phone

9198466973

Tax Period

2025-01-01 to 2025-12-31

NORTH CAROLINA EDUCATIONAL SCHOLARSHIP FUND INC, founded in 2004, is a small nonprofit in the Education sector that reported $181K in total revenue in fiscal year 2025. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 29% operating margin.

Mission

TO SOLICIT, ESTABLISH, MAINTAIN, AND AWARD SCHOLARSHIPS TO NORTH CAROLINA STUDENTS IN ORDER THAT THEY MAY PURSUE POST-SECONDARY EDUCATION INCLUDING, BUT NOT LIMITED TO, TRADE AND TECHNICAL STUDIES, UNDERGRADUATE STUDIES, GRADUATE STUDIES, AND/OR EDUCATION AT THE PROFESSIONAL SCHOOL LEVEL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $164,947

Program Service Revenue $0

Investment Income $3,102

Other Revenue $13,012

TOTAL REVENUE $181,061

Expense Breakdown

Grants Paid $108,504

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,173

Other Expenses $19,904

TOTAL EXPENSES $128,408

Year-over-Year Comparison

	2025	2024	Change
Revenue	$181,061	$142,655	+0.3%
Expenses	$128,408	$135,518	-0.1%
Net Income	$52,653	$7,137	+6.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER VADEN BARTH	DIRECTOR	10.00	Director	$0	$0	$0
DANA STEPHENSON DIXON	DIRECTOR	2.00	Director	$0	$0	$0
JULIE CAULDE FIELDS ESQ	DIRECTOR	2.50	Director	$0	$0	$0
DAKEITA VANDERBURG	DIRECTOR	0.01	Director	$0	$0	$0
KAREN BLOOMQUIST ELSON	DIRECTOR	1.00	Director	$0	$0	$0
L MCNEIL CHESTNUT	VP FOR DEVELOPMENT	15.00	Officer	$0	$0	$0
DAVID CLEGG	SECRETARY	1.00	Officer	$0	$0	$0
C WAYNE HICKS	VP AND TREASURER	3.25	Officer	$0	$0	$0
MEGHAN PORTER	CHAIR	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$181,061	$128,408	$250,720	$52,653

NORTH CAROLINA EDUCATIONAL SCHOLARSHIP FUND INC