Education
(B82)
IRS Verified
DX Registered
990 on File
THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE
Financial strength (30%)
83/100
Reliability (20%)
50/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Mission Statement
It is the mission of THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE to assist deserving young men and women from the Concord-Carlisle community in achieving a post-secondary school education. The Scholarship Fund of Concord and Carlisle awards scholarships to fill the unmet financial need of students pursuing educational opportunities at accredited colleges, universities, and technical institutions. All scholarships are need-based. The trustees share and express the commitment of our towns by taking an expansive, but inclusive, view of the Concord-Carlisle community. All students served by The Scholarship Fund of Concord and Carlisle have a connection to Concord and/or Carlisle.
Financial Overview — FY 2025
$1.1M
Total Revenue
$536K
Total Expenses
$7.3M
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
80.3%
Fundraising Efficiency
N/A
Operating Reserve
162.19x
Liability-to-Asset
0.5%
Revenue Diversification
62.8%
Compared with Peers
FY 2025
Compared with 11,239 similar organizations
(United States, Education, $100K–$1M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
80.3% | 89.4% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
15.8% | 7.7% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
3.8% | 0.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
162.2 mo | 9.2 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.5% | 0.1% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
62.8% | 88.0% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-13.7% | 6.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
9.5% | 7.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
52.2% | 3.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $1.1M | $536K | $7.3M | 80.3% | 0 |
| 2024 | $1.3M | $490K | $6.4M | 78.4% | 0 |
| 2023 | $385K | $501K | $5.6M | 80.1% | 0 |
| 2022 | $1.5M | $492K | $5.0M | 81.6% | 0 |
| 2021 | $709K | $355K | N/A | — | 0 |
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