INSTITUTE FOR TRAINING AND DEVELOP… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

MARK PROTTI

Phone

4132561925

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE FOR TRAINING AND DEVELOPMENT INC, founded in 1985, is a community nonprofit in the International Affairs sector that reported $3.6M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

DESIGNING AND IMPLEMENTING INTERNATIONAL EXCHANGE PROGRAMS, WORKING WITH PROFESSIONALS AND LEADERS FROM GOVERNMENTAL AND BUSINESS ORGANIZATIONS WORLD WIDE.

Program Service Accomplishments

Program 1

Expenses: $1,713,328 Revenue: $286,122

WESTERN HEMISPHERE INSTITUTES 9 - ADMINISTRATION OF THE STUDY OF THE U.S. INSTITUTE FOR STUDENT LEADERS ON U.S. HISTORY AND GOVERNMENT. THIS PROGRAM PROVIDES UNDERGRADUATE STUDENT LEADERS WITH A...

WESTERN HEMISPHERE INSTITUTES 9 - ADMINISTRATION OF THE STUDY OF THE U.S. INSTITUTE FOR STUDENT LEADERS ON U.S. HISTORY AND GOVERNMENT. THIS PROGRAM PROVIDES UNDERGRADUATE STUDENT LEADERS WITH A DEEPER UNDERSTANDING OF THE U.S., WHILE ENHANCING THEIR LEADERSHIP AND COLLECTIVE PROBLEM SOLVING SKILLS. ITD ADMINISTERS FIVE SUCH PROGRAMS PER YEAR, HOSTING UP TO A TOTAL OF 100 STUDENTS.

Program 2

Expenses: $18,037

AMCE: PROFESSIONAL FELLOWS PROGRAM - CITIZEN PARTICIPATION IN GOVERNMENT-THE GRANT PROJECT AIMS TO FOSTER MUTUAL UNDERSTANDING, COLLABORATION, GLOBAL NETWORKING, AND LEADERSHIP AND PROFESSIONAL...

AMCE: PROFESSIONAL FELLOWS PROGRAM - CITIZEN PARTICIPATION IN GOVERNMENT-THE GRANT PROJECT AIMS TO FOSTER MUTUAL UNDERSTANDING, COLLABORATION, GLOBAL NETWORKING, AND LEADERSHIP AND PROFESSIONAL SKILLS DEVELOPMENT AMONG CIVIL SOCIETY PROFESSIONALS FROM THE SELECTED MIDDLE EAST AND NORTH AFRICAN COUNTRIES.

Program 3

Expenses: $1,419,795

STUDY OF THE US INSTITUTE FOR SECONDARY SCHOOL EDUCATORS AND OTHER PROGRAMS- THE PROGRAMS ARE PART OF THE U.S. DEPARTMENT OF STATE'S STUDY OF THE U.S. INSTITUTES (SUSI) FOR SECONDARY EDUCATORS, AND ARE SPONSORED BY U.S. DEPARTMENT OF STATE'S BUREAU OF EDUCATIONAL AND CULTURAL AFFAIRS. THE PRIMARY GOAL OF THE 2020 SUSI FOR SECONDARY EDUCATORS AND OTHER PROGRAMS ARE TO PROVIDE PARTICIPANTS WITH AN IN-DEPTH STUDY OF U.S. CULTURE AND SOCIETY THROUGH THE LENS OF LIBERTY, EQUALITY, AND THE AMERICAN DREAM.

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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 $3,322,446

Program Service Revenue $286,122

Investment Income $55

Other Revenue $11,608

TOTAL REVENUE $3,620,231

Expense Breakdown

Grants Paid $1,207,689

Salaries & Benefits $583,805

Fundraising Expenses $0

Program Expenses $3,151,160

Other Expenses $1,820,327

TOTAL EXPENSES $3,611,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,620,231	$3,153,133	+0.1%
Expenses	$3,611,821	$3,077,298	+0.2%
Net Income	$8,410	$75,835	-0.9%

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

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

$408,856

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY-LOU RUP	PRESIDENT	4.00	Officer Director	$0	$0	$0
JOHN WAITE	TREASURER	4.00	Officer Director	$0	$0	$0
BETH MILLER PITTMAN	CLERK	4.00	Officer Director	$0	$0	$0
LEO HWANG	DIRECTOR	4.00	Director	$0	$0	$0
JOE HORTHER	DIRECTOR	4.00	Director	$0	$0	$0
MARK PROTTI	EXECUTIVE DIRECTOR	35.00	Officer	$102,923	$6,110	$109,033
EDGARDO ROTHKEGEL	FINANCIAL DIRECTOR	35.00	Officer	$85,557	$11,317	$96,874
KATIE LAZDOWSKI	PROGRAM DIRECTOR	35.00	Officer	$80,635	$8,122	$88,757
YANARA BARRIGA	ADMINISTRATIVE MANAGER	35.00	Officer	$49,648	$4,137	$53,785
STEPHEN SADLIER	PROGRAM DIRECTOR	35.00	Officer	$52,000	$8,407	$60,407

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	No data	No data	No data	No data
2023	$3,620,231	$3,611,821	$1,561,370	$8,410
2022	$3,153,133	$3,077,298	$1,741,374	$75,835
2021	$1,165,123	$1,221,885	$1,490,803	$-56,762
2020	$1,033,461	$1,142,332	$1,519,476	$-108,871
2019	$2,410,054	$2,707,111	$1,653,756	$-297,057
2018	$2,588,451	$2,605,218	$1,874,619	$-16,767

INSTITUTE FOR TRAINING AND DEVELOPMENT INC