Education Foundation Scholarship Endowment Trust
Chapel Hill, North Carolina
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 73 peers in Education with $10M-$100M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $25,424,536↑2% | $14,052,980↑8% | $390,931,229↓2% | — |
| 2022 | $25,037,284↓1% | $12,994,195↑5% | $400,369,374↑3% | — |
| 2021 | $25,351,334↑41% | $12,344,558↑5% | $389,903,195↑37% | — |
| 2020 | $17,928,472↓17% | $11,748,217↑4% | $284,255,415↓1% | — |
| 2019 | $21,579,390↓14% | $11,260,488↑3% | $287,135,487↑7% | — |
| 2018 | $25,227,168↑36% | $10,931,913↑4% | $268,950,460↑11% | — |
| 2017 | $18,603,054↑40% | $10,553,783↑1% | $241,319,053↑10% | — |
| 2016 | $13,254,885↓1% | $10,429,259↑2% | $220,197,030↓5% | — |
| 2015 | $13,432,054↑10% | $10,228,784↑7% | $232,725,483↑5% | — |
| 2014 | $12,185,515↑2% | $9,586,869 | $221,212,043↑10% | — |
| 2013 | $11,953,979↑1% | $9,585,732↑1% | $200,401,457↑7% | — |
| 2012 | $11,818,523↑8% | $9,455,430↑5% | $187,447,465↓2% | — |
| 2011 | $10,969,276 | $8,966,170 | $191,065,552 | — |
Frequently Asked Questions
What does Education Foundation Scholarship Endowment Trust do?▼
Education Foundation Scholarship Endowment Trust is a education nonprofit organization based in North Carolina. It is classified under NTEE code B820 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Education Foundation Scholarship Endowment Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Education Foundation Scholarship Endowment Trust has a score of 73/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Education Foundation Scholarship Endowment Trust generate?▼
Education Foundation Scholarship Endowment Trust reports $23.4M in annual revenue and holds $423.1M in total assets, based on IRS filings.
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