COLLEGE FOUNDATION INC

EIN: 566046937 501(c)(3)

Raleigh, NC

Total Revenue
$31,717,688
Total Expenses
$32,113,959
Total Assets
$55,777,315
Net Assets
$49,598,758
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
NC
Principal Officer
Shannon Byers
Phone
9198342893
Tax Period
2024-07-01 to 2025-06-30

COLLEGE FOUNDATION INC, founded in 1955, is a mid-sized nonprofit that reported $31.7M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

Our work today makes a better tomorrow by empowering people to achieve their academic goals. We provide financial assistance for higher education to benefit society and strengthen the economy of the state of North Carolina.

Program Service Accomplishments

Program 1
Expenses: $1,981,484 Revenue: $2,222,170

Educational loan programs: As of June 30, 2025, the Foundation was servicing 16,819 loans to 7,644 borrowers with an outstanding principal balance of $167,630,987. The Foundation services loans for...

Read more

Educational loan programs: As of June 30, 2025, the Foundation was servicing 16,819 loans to 7,644 borrowers with an outstanding principal balance of $167,630,987. The Foundation services loans for higher education to North Carolinians attending institutions of higher education, as well as for students enrolled at institutions of higher education in North Carolina. During the fiscal year ended June 30, 2025, the Foundation serviced EXTRA Education loans for borrowers attending schools in North Carolina to cover qualified higher education expenses not included under North Carolina's Federal Family Education Loan Program (FFELP); EXTRA MBA loans for borrowers enrolled in the Kenan Flagler Business School MBA or MAC programs at UNC Chapel Hill who were unable to secure loans under North Carolina's FFELP or the EXTRA Education loan program; and NC Assist loans designed to help bridge the gap between the cost of attendance and other financial aid for students who are NC residents attending an eligible non-profit Title IV institution anywhere or nonresident students attending an eligible non-profit Title IV institution in North Carolina or for the parents of such students.

Program 2
Expenses: $5,397,082 Revenue: $6,062,498

Information dissemination initiative: The Foundation administers the College Foundation for North Carolina (CFNC) program, which coordinates information dissemination efforts to increase access to...

Read more

Information dissemination initiative: The Foundation administers the College Foundation for North Carolina (CFNC) program, which coordinates information dissemination efforts to increase access to higher education in North Carolina. The program provides resources on planning, applying, and paying for college through a comprehensive website (www.CFNC.org), a call center, and program information services to students, families, schools, and colleges. Prospective students submitted 402,370 applications to NC schools using the CFNC website, the CFNC call center received 12,954 calls and responded to 3,577 email inquiries, and 1,227 specific programs were delivered to colleges, K-12 schools and businesses during the year ended June 30, 2025.

Program 3
Expenses: $6,419,954 Revenue: $6,185,359

NC 529 College Savings Program: The Foundation acts as agent for the NC State Education Assistance Authority in administering the state's College Savings and Investment Program, which is structured...

Read more

NC 529 College Savings Program: The Foundation acts as agent for the NC State Education Assistance Authority in administering the state's College Savings and Investment Program, which is structured to meet the requirements of a "qualified" tuition program under Section 529 of the Internal Revenue Code. North Carolina's National College Savings Program maintained 172,172 accounts for 150,435 beneficiaries, with an aggregate value of $4,035,246,211 at June 30, 2025. During the fiscal year ended June 30, 2025, the program received contributions totaling $293,518,390 and processed distributions totaling $310,838,177.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,300
Program Service Revenue $30,488,106
Investment Income $1,113,236
Other Revenue $115,046
TOTAL REVENUE $31,717,688

Expense Breakdown

Grants Paid $74,047
Salaries & Benefits $15,883,073
Fundraising Expenses $0
Program Expenses $29,728,824
Other Expenses $16,156,839
TOTAL EXPENSES $32,113,959

Year-over-Year Comparison

2024 2023 Change
Revenue $31,717,688 $27,329,303 +0.2%
Expenses $32,113,959 $24,977,798 +0.3%
Net Income $-396,271 $2,351,505 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
9
Independent Members
9
Employees
151
Volunteers
9

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
8
$1,312,044
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Wendy H McAlister President & CEO 52
Officer
$257,804 $32,695 $290,499
Pete Rau Vice President 44
Officer
$199,195 $27,927 $227,122
Martin L Flournory IT Development Manager 43
Highest
$169,910 $30,416 $200,326
Lynn Barnette Vice President 45
Officer
$174,474 $23,099 $197,573
Marcia Southerland Vice President 44
Officer
$164,033 $31,396 $195,429
Kevin Bartholomew Secretary and Treaurer 46
Officer
$169,131 $23,046 $192,177
Sumith N Mathur Sr Solutions Architect 45
Highest
$154,933 $34,935 $189,868
Rob Hines Vice President 47
Officer
$156,839 $32,803 $189,642
Dawn S Harris IT Operations Manager 41
Highest
$160,049 $27,041 $187,090
Richard H Ferneyhough Jr Web Developer 40
Highest
$159,174 $24,005 $183,179
Daniel F Sullivan Security Officer/Proj Mgr 41
Highest
$148,156 $32,967 $181,123
Karl D Vass Jr Secretary and Treasurer 0
Officer
$18,341 $1,261 $19,602
Charles J Stewart Chairman of Board 1
Director
$0 $0 $0
Robert E Hammersley Jr Vice Chairman of the Board 1
Director
$0 $0 $0
Hal S Johnson Treasurer 1
Director
$0 $0 $0
Hugh A Holston Trustee 1
Director
$0 $0 $0
Brian K Reid Trustee 1
Director
$0 $0 $0
A Hope Williams Trustee 1
Director
$0 $0 $0
Hyacinth Drummond Trustee 1
Director
$0 $0 $0
Felicia Woodard Trustee 1
Director
$0 $0 $0
Shannon Trapp Trustee 1
Director
$0 $0 $0
Shannon Byers President & CEO 0
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 $31,717,688 $32,113,959 $55,777,315 $-396,271
2024 $27,329,303 $24,977,798 $51,135,122 $2,351,505
2023 $31,424,429 $27,659,962 $52,501,264 $3,764,467
2022 $28,583,113 $27,893,424 $54,729,699 $689,689
2021 $27,866,306 $26,815,025 $52,338,286 $1,051,281
2020 $28,460,458 $28,484,911 $51,700,629 $-24,453
2019 $28,116,782 $28,397,805 $51,427,610 $-281,023
2018 $28,415,354 $27,172,267 $51,292,354 $1,243,087
Explore More Nonprofits
Top 100 Nonprofits in North Carolina Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare COLLEGE FOUNDATION INC with other nonprofits in North Carolina and across the country.