THE JOHN D THOMPSON INSTITUTE FOR EDUCATION TRAINING AND RESEARCH (EIN 061003712) - 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

1978

Legal Domicile

Principal Officer

MARY GILHULY

Phone

2033157500

Tax Period

2023-10-01 to 2024-09-30

THE JOHN D THOMPSON INSTITUTE FOR EDUCATION TRAINING AND RESEARCH, founded in 1978, is a small nonprofit in the Human Services sector that reported $146K in total revenue in fiscal year 2023. Revenue fell 80% from the prior year — a significant decline worth monitoring.

Mission

AN AMERICAN CENTER FOR HOSPICE EDUCATION, TRAINING AND RESEARCH (SEE SCHEDULE O)THE JOHN D THOMPSON INSTITUTE OF EDUCATION, TRAINING AND RESEARCH, INC. (JDT), A RELATED ENTITY OF THE CONNECTICUT HOSPICE, INC. (CTH) CONTINUED ITS MISSION OF EDUCATION, TRAINING AND RESEARCH FOR THE MEDICAL PROFESSION AND THE GENERAL PUBLIC ABOUT THE "HOSPICE PHILOSOPHY AND PALLIATIVE CARE.

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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 $250,000

Program Service Revenue $0

Investment Income $0

Other Revenue $-103,694

TOTAL REVENUE $146,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$146,306	$746,183	-0.8%
Expenses	N/A	$300	-1.0%
Net Income	N/A	$745,883	N/A

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

$583,501

Total Directors

$362,453

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA PEARCE	CEO	1.00	Officer Director	$0	$1,000	$362,453
DAVID I NEWTON	PRESIDENT/CHAIRMAN	0.25	Officer Director	$0	$0	$0
JOHN J CRAWFORD	SECRETARY/TREASURER	0.25	Officer Director	$0	$0	$0
ANDREW ALDEN	DIRECTOR	0.25	Director	$0	$0	$0
JOSEPH MOONEY	CFO (UNTIL 1/2024)	1.00	Officer	$0	$1,000	$221,048
MARY GILHULY	CFO (FROM 1/2024)	1.00	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
2024	$146,306	No data	$14,142,902	No data
2023	$746,183	$300	$14,709,902	$745,883
2022	$-208,246	$300	$15,282,426	$-208,546
2021	$-282,838	$600	$15,849,724	$-283,438
2020	$-258,079	$4,084	$16,417,322	$-262,163
2019	$-406,775	$4,542	$17,213,645	$-411,317
2018	$-286,515	$11,701	$18,334,822	$-298,216

THE JOHN D THOMPSON INSTITUTE FOR EDUCATION TRAINING AND RESEARCH