JSI RESEARCH & TRAINING INSTITUTE INC (EIN 042679824) - 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

1979

Legal Domicile

Principal Officer

MUKACHILIMA CHIKUBA

Phone

6174829485

Tax Period

2023-10-01 to 2024-09-30

JSI RESEARCH & TRAINING INSTITUTE INC, founded in 1979, is a major nonprofit that reported $364.9M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

JSI IS DEDICATED TO IMPROVING LIVES THROUGH BETTER HEALTH AND EDUCATION OUTCOMES (SEE SCHEDULE O) FOR INDIVIDUALS AND COMMUNITIES AND TO PROVIDING AN ENVIRONMENT WHERE PEOPLE OF PASSION CAN PURSUE THIS CAUSE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $362,334,495

Program Service Revenue $303,336

Investment Income $2,307,123

Other Revenue $0

TOTAL REVENUE $364,944,954

Expense Breakdown

Grants Paid $89,605,902

Salaries & Benefits $113,245,256

Fundraising Expenses $0

Program Expenses $301,812,220

Other Expenses $155,321,874

TOTAL EXPENSES $358,173,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$364,944,954	$326,024,335	+0.1%
Expenses	$358,173,032	$322,181,464	+0.1%
Net Income	$6,771,922	$3,842,871	+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

Governance

Voting Members

Independent Members

Employees

939

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

$1,632,746

Total Directors

$991,962

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET CROTTY THRU 93024	PRESIDENT/DIRECTOR/CEO	40.00	Officer Director	$616,205	$54,000	$670,205
HAFIZ ADAMJEE	DIRECTOR	1.00	Director	$0	$0	$0
ABDOURAHMANE DIALLO	DIRECTOR (THRU 06/2024)	1.00	Director	$0	$0	$0
SANDRO GALEA	DIRECTOR	1.00	Director	$0	$0	$0
LIA TADESSE GEBREMEDHIN	DIRECTOR (AS OF 04/2024)	1.00	Director	$0	$0	$0
KULLENI GEBREYES	DIRECTOR (AS OF 01/2024)	1.00	Director	$0	$0	$0
ALINA ROCHA MENOCAL	DIRECTOR (AS OF 11/2023)	1.00	Director	$0	$0	$0
NNEKA MOBISSON	DIRECTOR (AS OF 11/2023)	1.00	Director	$0	$0	$0
TOPSY KOLA-OYENEYIN	DIRECTOR (AS OF 11/2023)	1.00	Director	$0	$0	$0
MICHAEL USEEM	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD WILSON	PRESIDENT & CLERK (NON-VOTING)	28.00	Officer Director	$267,310	$54,447	$321,757
JANICE CLARK	CHIEF FINANCE & OPERATIONS OFFICER	40.00	Officer	$375,268	$32,340	$407,608
MUSTAFA KUDRATI	CHIEF OPS OFFICER (THRU 11/2023)	40.00	Officer	$211,052	$22,124	$233,176
YASMIN CHANDANI	PROJECT DIRECTOR	40.00	Highest	$313,866	$30,079	$343,945
KATE O ONYEJEKWE	CHF P'SHIP OFFIC (THRU 08/24)/V.P.	40.00	Highest	$277,254	$54,987	$332,241
ANDREW FULLEM THRU 62023	CHIEF STRATEGY & INNOVATION OFFICER	40.00	Highest	$344,283	$17,948	$362,231
WILLIAM FELLING THRU 82023	CHIEF INFORMATION OFFICER	40.00	Highest	$372,484	$29,926	$402,410
BRIAN MULLIGAN	CHIEF OF PARTY	40.00	Highest	$286,322	$31,378	$317,700

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	$364,944,954	$358,173,032	$211,223,100	$6,771,922
2023	$326,024,335	$322,181,464	$161,833,128	$3,842,871
2022	$246,456,475	$240,893,809	$104,204,234	$5,562,666
2021	$183,304,398	$180,595,986	$95,045,766	$2,708,412
2020	$193,414,800	$190,455,044	$86,272,268	$2,959,756
2019	$242,356,031	$238,711,890	$84,976,568	$3,644,141
2018	$289,578,006	$284,123,980	$92,875,794	$5,454,026

JSI RESEARCH & TRAINING INSTITUTE INC