CHAPEL HILL, NC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)EDUCATIONAL FOUNDATION SCHOLARSHIP ENDOWMENT TRUST, founded in 1968, is a mid-sized nonprofit in the Education sector that reported $19.7M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $16.8M left a modest 14% surplus.
DISTRIBUTIONS FROM THE SCHOLARSHIP TRUST ARE FORWARDED TO THE EDUCATIONAL FOUNDATION, INC. IN ITS CAPACITY AS AGENT FOR THE TRUST. THE FOUNDATION THEN FORWARDS THESE DISTRIBUTIONS DIRECTLY TO THE...
DISTRIBUTIONS FROM THE SCHOLARSHIP TRUST ARE FORWARDED TO THE EDUCATIONAL FOUNDATION, INC. IN ITS CAPACITY AS AGENT FOR THE TRUST. THE FOUNDATION THEN FORWARDS THESE DISTRIBUTIONS DIRECTLY TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL TO PROVIDE FINANCIAL ASSISTANCE TO OVER 550 STUDENT-ATHLETES AT THE UNIVERSITY.
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)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $19,702,991 | $23,391,900 | -0.2% |
| Expenses | $16,848,333 | $15,179,740 | +0.1% |
| Net Income | $2,854,658 | $8,212,160 | -0.7% |
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 |
|---|---|---|---|---|---|---|
| TOM CHEWNING | INVESTMENT COMMITTEE MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| LOWRY CAUDILL | INVESTMENT COMMITTEE MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| DWIGHT STONE | INVESTMENT COMMITTEE MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| FRANK BRENNER | INVESTMENT COMMITTEE MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| VAUGHN MOORE | INVESTMENT COMMITTEE MEMBER | 0.00 |
Director
|
$0 | $0 | $0 |
| JOHN MONTGOMERY | EXECUTIVE DIRECTOR | 0.00 |
Officer
|
$0 | $36,958 | $590,661 |
| DIANE ALDRIDGE | CFO & GENERAL COUNSEL | 0.00 |
Officer
|
$0 | $30,566 | $298,316 |
| EMILY COBLE | SENIOR DIRECTOR OF FINANCE | 0.00 |
Officer
|
$0 | $21,468 | $141,403 |
| KEN MACK | SENIOR ASSOCIATE EXECUTIVE | 0.00 |
Officer
|
$0 | $36,278 | $309,495 |
| MATT TERRELL | CHIEF STRATEGY & COMMUNICATIONS | 0.00 |
Officer
|
$0 | $31,060 | $244,379 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $19,702,991 | $16,848,333 | $448,727,300 | $2,854,658 |
| 2024 | $23,391,900 | $15,179,740 | $423,089,958 | $8,212,160 |
| 2023 | $25,424,536 | $14,052,980 | $390,931,229 | $11,371,556 |
| 2022 | $25,037,284 | $12,994,195 | $400,369,374 | $12,043,089 |
| 2021 | $25,351,334 | $12,344,558 | $389,903,195 | $13,006,776 |
| 2020 | $17,928,472 | $11,748,217 | $284,255,415 | $6,180,255 |
| 2019 | $21,579,390 | $11,260,488 | $287,135,487 | $10,318,902 |
| 2018 | $25,227,168 | $10,931,913 | $268,950,460 | $14,295,255 |
Compare EDUCATIONAL FOUNDATION SCHOLARSHIP ENDOWMENT TRUST with other nonprofits in North Carolina and across the country.