CG JUNG INSTITUTE OF NEW ENGLAND INC (EIN 043261324) - 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

1994

Legal Domicile

Principal Officer

ANNETTE HANSON

Phone

6177960108

Tax Period

2024-07-01 to 2025-06-30

CG JUNG INSTITUTE OF NEW ENGLAND INC, founded in 1994, is a small nonprofit in the Social Science sector that reported $217K in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 29% operating margin.

Mission

PROFESSIONAL TRAINING AND SEMINARS TO FURTHER CONTRIBUTIONS TO THE GROWTH OF KNOWLEDGE IN THE FIELD OF ANALYTICAL PSYCHOLOGY.

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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 $29,498

Program Service Revenue $159,754

Investment Income $27,628

Other Revenue $0

TOTAL REVENUE $216,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,008

Fundraising Expenses $0

Program Expenses $40,756

Other Expenses $99,995

TOTAL EXPENSES $153,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,880	$150,906	+0.4%
Expenses	$153,003	$142,235	+0.1%
Net Income	$63,877	$8,671	+6.4%

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

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
LUCIA E MANERI	ASST TREASURER	5.00	Director	$0	$0	$0
PAMELA DONLEAVY	SECRETARY	5.00	Director	$0	$0	$0
PATRICIA VESEY-MCGREW	ADMISSIONS	5.00	Director	$0	$0	$0
PAUL SANDERSON	DIRECTOR OF TRAINING	5.00	Director	$0	$0	$0
SALLY SUGATT	PUBLIC PERSON	0.00	Director	$0	$0	$0
ANNETTE HANSON	PRESIDENT	5.00	Officer	$0	$0	$0
GARY SWENSON	TREASURER	5.00	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
2025	$216,880	$153,003	$660,032	$63,877
2024	$150,906	$142,235	$578,118	$8,671
2023	$111,477	$151,559	$543,810	$-40,082
2022	$139,791	$144,852	$566,029	$-5,061
2021	$102,520	$147,600	$659,759	$-45,080
2020	$28,280	$29,861	$628,919	$-1,581
2019	$31,958	$43,372	$368,300	$-11,414

CG JUNG INSTITUTE OF NEW ENGLAND INC