FCSI EDUCATIONAL FOUNDATION

EIN: 611286096 501(c)(3) Education

LOUISVILLE, KY

Total Revenue
$312,413
Total Expenses
$301,528
Total Assets
$806,786
Net Assets
$678,086
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
KY
Principal Officer
GREG JEWELL
Phone
5024561851
Tax Period
2025-01-01 to 2025-12-31

FCSI EDUCATIONAL FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $312K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $302K left a modest 3% surplus.

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.

Program Service Accomplishments

Program 1
Expenses: $271,373 Revenue: $312,911

THE FCSI EDUCATIONAL FOUNDATION OFFERS HOSPITALITY AND FOODSERVICE GRANTS TO FCSI REGIONAL DIVISIONS & CHAPTERS (MEMBER CONTINUED PROFESSIONAL DEVELOPMENT) AND THE INDIVIDUALS WHO PLAN TO PURSUE A...

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THE FCSI EDUCATIONAL FOUNDATION OFFERS HOSPITALITY AND FOODSERVICE GRANTS TO FCSI REGIONAL DIVISIONS & CHAPTERS (MEMBER CONTINUED PROFESSIONAL DEVELOPMENT) AND THE INDIVIDUALS WHO PLAN TO PURSUE A LONG STANDING CAREER IN FOODSERVICE CONSULTING, OR THOSE WHO ARE CONDUCTING ORIGINAL RESEARCH; THE RESULTS TO WHICH WOULD BENEFIT THE INDUSTRY.FSCI EF PROVIDES SUPPORT TO THE FOLLOWING PROGRAMS:THE GLOBAL INTERNSHIP PROGRAM IS DESIGNED TO PROVIDE EXPOSURE AND PATHWAYS TO A CAREER IN FOODESRVICE CONSULTING ACROSS 3 SECTORS INCLUDING MANAGEMENT CONSULTING, DESIGN CONSULTING AND EQUIPMENT MANUFACTURING AND SUPPLY.SCHOLARSHIPS FOR HIGH-ACHIEVING GRADUATE-LEVEL STUDENTS WITH AN INTEREST IN FOODSERVICE CONSULTING.FOODSERVICE CONSULTING CURRICULUM DEVELOPMENT AT HOSPITALITY SCHOOLSCASE STUDY COMPETITIONS AND AWARDS FOR HIGH ACHIEVING GRADUATE-LEVEL STUDENTS.GRANTS TO ATTEND FCSI CONFERENCES.ORIGINAL RESEARCH AND LITERATURE ON FOODSERVICE ADN HOSPITALITY 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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $247,820
Program Service Revenue $0
Investment Income $64,593
Other Revenue $0
TOTAL REVENUE $312,413

Expense Breakdown

Grants Paid $7,398
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $271,373
Other Expenses $294,130
TOTAL EXPENSES $301,528

Year-over-Year Comparison

2025 2024 Change
Revenue $312,413 $273,168 +0.1%
Expenses $301,528 $201,769 +0.5%
Net Income $10,885 $71,399 -0.8%
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

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
11

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
2
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHLEEN HELD PRESIDENT 1.50
Officer Director
$0 $0 $0
DANIELLE MASON SECRETARY/TREASURER 0.50
Officer Director
$0 $0 $0
MARCO AMATTI DIRECTOR 0.25
Director
$0 $0 $0
VINCE DATTOLO DIRECTOR 0.25
Director
$0 $0 $0
AMY LEWIS DIRECTOR 0.25
Director
$0 $0 $0
SPENCER RESSA DIRECTOR 0.25
Director
$0 $0 $0
HOWARD STANFORD DIRECTOR 0.25
Director
$0 $0 $0
DAVIN WICKSTROM DIRECTOR 0.25
Director
$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
2025 $312,413 $301,528 $806,786 $10,885
2024 $273,168 $201,769 $785,401 $71,399
2023 $209,587 $107,173 $595,802 $102,414
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