CHAPEL HILL, NC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE EDUCATIONAL FOUNDATION INC, founded in 1938, is a mid-sized nonprofit that reported $76.5M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $11.8M, a strong 15% operating margin.
WRITTEN POLICY FOR COMPENSATION CHARTER TRAVEL, TRAVEL FOR COMPANIONS, AND CLUB DUES MAY BE PROVIDED BY THE ORGANIZATION TO CERTAIN MEMBERS OF ITS SENIOR STAFF. ALL TRAVEL PAID FOR BY THE ORGANIZATION OR REIMBURSED TO EMPLOYEES UNDER THE ACCOUNTABLE PLAN IS CONSIDERED TO HAVE A BUSINESS PURPOSE. ANY INDIVIDUAL LISTED ON FORM 990, PART VII MAY HAVE RECEIVED CHARTER TRAVEL OR TRAVEL FOR COMPANIONS. ALL SUCH TRAVEL WAS ASSOCIATED WITH THE ORGANIZATION'S CHARITABLE MISSION AND WAS NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. CERTAIN MEMBERS OF ITS SENIOR STAFF RECEIVED CLUB DUES. THE USE OF SOCIAL CLUB MEMBERSHIPS FOR BUSINESS PURPOSES ARE NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. HOWEVER, THE PORTION RELATED TO PERSONAL USE OF SOCIAL CLUB MEMBERSHIPS IS TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $76,461,125 | $81,777,973 | -0.1% |
| Expenses | $64,647,364 | $78,781,027 | -0.2% |
| Net Income | $11,813,761 | $2,996,946 | +2.9% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| ALGE CRUMPLER | EXECUTIVE BOARD MBR. | 0.00 |
Director
|
$0 | $0 | $0 |
| DONNA CURTIS MCCLATCHEY | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| SHARON ROTHWELL | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| JIM SIGMAN | VICE CHAIR | 0.00 |
Officer
Director
|
$0 | $0 | $0 |
| VAUGHN MOORE | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| DEWEY BURKE | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| BRIAN GOLSON | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| ALAN CALDWELL | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| DON HARDISON | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| IV CULP | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL KENNEDY | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| AURELIA STAFFORD MONK | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| TOM CHEWNING | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| KEN WILLIAMS | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| LOWRY CAUDILL | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| FRANK BRENNER | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| DWIGHT STONE | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| DON WILLIAMS | PAST CHAIR | 0.00 |
Officer
Director
|
$0 | $0 | $0 |
| ANNE LLOYD | CHAIR | 0.00 |
Officer
Director
|
$0 | $0 | $0 |
| MILT PETTY | TREASURER | 0.00 |
Officer
Director
|
$0 | $0 | $0 |
| TOM MANN | SECRETARY | 0.00 |
Officer
Director
|
$0 | $0 | $0 |
| DAVE BOLIEK | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| RALPH MEEKINS | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL ANDREASEN | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| TODD POPE | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| SUSAN GROSS | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| KEITH STONEMAN | EXECUTIVE BOARD MBR | 0.00 |
Director
|
$0 | $0 | $0 |
| JOHN MONTGOMERY | EXECUTIVE DIRECTOR | 40.00 |
Officer
|
$649,326 | $36,024 | $685,350 |
| DIANE ALDRIDGE | CFO & GENERAL COUNSEL | 40.00 |
Officer
|
$263,040 | $31,877 | $294,917 |
| EMILY COBLE | SENIOR DIRECTOR OF FINANCE | 40.00 |
Officer
|
$118,205 | $22,521 | $140,726 |
| KEN MACK | SR ASSOC EXEC DIR LEAD GIF | 40.00 |
Officer
|
$322,280 | $35,344 | $357,624 |
| MATT TERRELL | CHIEF STRATEGY & COMMS OFF | 40.00 |
Officer
|
$240,279 | $29,892 | $270,171 |
| GARY BURNS | SENIOR DIRECTOR OF MAJOR G | 40.00 |
Highest
|
$208,814 | $29,066 | $237,880 |
| EMILY STEVENS | MAJOR GIFTS DIRECTOR | 40.00 |
Highest
|
$190,250 | $23,928 | $214,178 |
| SETH REEVES | CHIEF REVENUE OFFICER | 40.00 |
Highest
|
$262,287 | $29,713 | $292,000 |
| ELIZABETH MACKETHAN | SENIOR PHILANTHROPY OFFICER | 40.00 |
Highest
|
$190,374 | $18,436 | $208,810 |
| ERIC MONTROSS | SENIOR DIR OF PRINCIPAL GIFTS | 40.00 |
Highest
|
$215,630 | $14,789 | $230,419 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $76,461,125 | $64,647,364 | $223,104,596 | $11,813,761 |
| 2023 | $81,777,973 | $78,781,027 | $213,331,120 | $2,996,946 |
| 2022 | $82,405,052 | $44,922,056 | $210,237,588 | $37,482,996 |
| 2021 | $63,834,996 | $48,905,119 | $193,854,804 | $14,929,877 |
| 2020 | $79,221,316 | $43,399,868 | $148,527,543 | $35,821,448 |
| 2019 | $43,570,149 | $77,180,181 | $131,716,648 | $-33,610,032 |
| 2018 | $50,406,571 | $88,404,009 | $121,969,174 | $-37,997,438 |
Compare THE EDUCATIONAL FOUNDATION INC with other nonprofits in North Carolina and across the country.