FCSI EDUCATIONAL FOUNDATION (EIN 611286096) - 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

1995

Legal Domicile

Principal Officer

GREG JEWELL

Phone

5024561851

Tax Period

2024-01-01 to 2024-12-31

FCSI EDUCATIONAL FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $273K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 26% operating margin.

Mission

TO PROVIDE FUNDING AND FINANCIAL RESOURCES IN SUPPORT OF RESEARCH AND EDUCATIONAL PROGRAMMING THAT PROMOTES LIFE-LONG LEARNING, PROFESSIONALISM, TRAINING, ETHICAL CONDUCT, AND THE ADVANCEMENT OF KNOWLEDGE AND DELIVERY OF INFORMATION IN THE FIELD OF FOOD SERVICE CONSULTING.

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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 $219,870

Program Service Revenue $0

Investment Income $53,298

Other Revenue $0

TOTAL REVENUE $273,168

Expense Breakdown

Grants Paid $15,025

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,569

Other Expenses $186,744

TOTAL EXPENSES $201,769

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,168	$209,587	+0.3%
Expenses	$201,769	$107,173	+0.9%
Net Income	$71,399	$102,414	-0.3%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW BRAIN	DIRECTOR	0.25	Director	$0	$0	$0
BEN GREGOIRE	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTINE GUYOTT	DIRECTOR	0.25	Director	$0	$0	$0
JURG LUGINBUHL	DIRECTOR	0.25	Director	$0	$0	$0
JAY BRAVINDER	DIRECTOR	0.25	Director	$0	$0	$0
MICK JARY	DIRECTOR	0.25	Director	$0	$0	$0
GREG O'CONNELL	DIRECTOR	0.25	Director	$0	$0	$0
ERIC NORMAN	PRESIDENT	1.50	Officer	$0	$0	$0
FRANK WAGNER	SECRETARY/TREASURER	0.50	Officer	$0	$0	$0

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
2024	$273,168	$201,769	$785,401	$71,399
2023	$209,587	$107,173	$595,802	$102,414

FCSI EDUCATIONAL FOUNDATION