FOUNDATION FOR EDUCATIONAL SERVICES (EIN 470703499) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

CJ THOMA

Phone

4024796933

Tax Period

2024-10-01 to 2025-09-30

FOUNDATION FOR EDUCATIONAL SERVICES, founded in 1986, is a mid-sized nonprofit that reported $21.5M in total revenue in fiscal year 2024.

Mission

FES' MISSION IS TO BE A FOUNDATION OF SUPPORT FOR OUR AFFILIATES AND (CON'T ON SCH O) OTHER NONPROFITS BY PROVIDING PRODUCTS, SERVICES, & RESOURCES SO THEY CAN FULFILL THEIR MISSIONS.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $19,212,010

Investment Income $418,917

Other Revenue $1,851,503

TOTAL REVENUE $21,482,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,759,746

Fundraising Expenses $0

Program Expenses $20,438,355

Other Expenses $2,425,498

TOTAL EXPENSES $22,185,244

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,482,430	$21,927,808	0.0%
Expenses	$22,185,244	$22,534,815	0.0%
Net Income	$-702,814	$-607,007	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

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

Governance

Voting Members

Independent Members

Employees

194

Volunteers

N/A

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

$1,968,546

Total Directors

$422,518

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN J THOMA	PRESIDENT	40.00	Officer Director	$365,233	$57,285	$422,518
JACK HUCK	CHAIRMAN	2.00	Director	$0	$0	$0
ANGIE TUCCI	DIRECTOR	1.00	Director	$0	$0	$0
GUY SAUNDERS	DIRECTOR	2.00	Director	$0	$0	$0
JENNI CHRISTIANSEN	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY RUSSEL	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS SMITH	DIRECTOR	2.00	Director	$0	$0	$0
TODD OGDEN	DIRECTOR	1.00	Director	$0	$0	$0
TYRE MCDOWELL	DIRECTOR	1.00	Director	$0	$0	$0
IRENE DELOZIER	CFO	40.00	Officer	$326,794	$44,524	$371,318
DAN DELZELL	VP INFORMATION TECH	40.00	Officer	$249,511	$34,195	$283,706
ARTHUR FREDERICK PROVOST III	AVP SECURITY SERV	40.00	Officer	$226,948	$28,884	$255,832
TRACY L FRENCH	VP TECH SERVICES	40.00	Officer	$211,833	$49,731	$261,564
PAUL WILLIAM DURBAN	AP SALES & MARKETING NFP S	40.00	Officer	$158,554	$8,504	$167,058
RACHELLE LYNN WEAKLY	AVP IT OPERATIONS	40.00	Officer	$150,379	$56,171	$206,550
MARK E KRINGS	VP CLIENT RELATIONS	40.00	Highest	$154,429	$56,815	$211,244
TIMOTHY D KLOSTERMAN	DIRECTOR WEB DEV & SOFT	40.00	Highest	$157,374	$30,315	$187,689
BENJAMIN A REIS	MANAGER, SOFTWARE DEVELOPM	40.00	Highest	$137,384	$41,560	$178,944
SHANNON R JONES	ASSISTANT VICE PRESIDENT	40.00	Highest	$142,154	$33,813	$175,967
DONNA MAE WELLSANDT	PROGRAMMER/ANALYST	40.00	Highest	$234,433	$37,823	$272,256

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	$21,482,430	$22,185,244	$9,639,447	$-702,814
2024	$21,927,808	$22,534,815	$11,071,760	$-607,007
2023	$20,000,406	$20,723,841	$10,138,788	$-723,435
2022	$19,971,650	$20,533,430	$9,496,243	$-561,780
2021	$18,356,435	$18,222,378	$11,085,250	$134,057
2020	$18,744,802	$19,081,946	$10,324,816	$-337,144
2019	$18,298,129	$18,491,071	$9,769,595	$-192,942
2018	$17,664,880	$17,291,012	$10,043,142	$373,868

FOUNDATION FOR EDUCATIONAL SERVICES