CLINICAL AND LABORATORY STANDARDS INSTITUTE (EIN 237089361) - 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

1969

Legal Domicile

Principal Officer

CECILIA PORTO

Phone

6106880100

Tax Period

2024-07-01 to 2025-06-30

CLINICAL AND LABORATORY STANDARDS INSTITUTE, founded in 1969, is a community nonprofit in the Health Care sector that reported $8.3M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $7.8M left a modest 5% surplus.

Mission

DEVELOP CLINICAL AND LABORATORY PRACTICES AND PROMOTE THEIR USE WORLDWIDE.

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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 $751,432

Program Service Revenue $4,733,305

Investment Income $643,026

Other Revenue $2,165,842

TOTAL REVENUE $8,293,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,666,881

Fundraising Expenses $1,791,322

Program Expenses $3,922,377

Other Expenses $3,172,361

TOTAL EXPENSES $7,839,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,293,605	$10,874,954	-0.2%
Expenses	$7,839,242	$8,518,162	-0.1%
Net Income	$454,363	$2,356,792	-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

Volunteers

2000

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

$563,770

Total Directors

$563,770

Key Employees

$775,224

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA J JONES	CEO AND BOARD MEMBER	40.00	Officer Director	$541,406	$22,364	$563,770
LORIN BACHMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL LOEFFELHOLZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA KUEHL	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN SHARP	BOARD MEMBER	1.00	Director	$0	$0	$0
TANIA MOTSCHMAN	EX OFFICIO NON-VOTING MEMB	1.00	Director	$0	$0	$0
PAULA VAGNONE	SECRETARY	1.00	Officer Director	$0	$0	$0
GARY PROCOP	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
VICTOR WADDELL	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
LEONTHENA CARRINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES NICHOLS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSEPH PASSARELLI	TREASURER	1.00	Officer Director	$0	$0	$0
COLLETTE FITZGERALD	BOARD MEMBER	1.00	Director	$0	$0	$0
LORALIE J LANGMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA L ZIMMER	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER ADAMS	VP STANDARDS & QUALITY	40.00	Key Emp	$236,422	$23,291	$259,713
CECILIA PORTO	VP, FINANCE AND ACCOUNTING	40.00	Key Emp	$235,768	$26,802	$262,570
LISA ARONE	VP, GLOBAL COMMUNICATIONS	40.00	Key Emp	$234,840	$18,101	$252,941

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	$8,293,606	$7,839,241	$21,811,594	$454,365
2025	$8,293,605	$7,839,242	$21,811,594	$454,363
2024	$10,874,954	$8,518,162	$20,006,390	$2,356,792
2023	$9,966,525	$8,831,659	$19,023,956	$1,134,866
2022	$11,648,236	$9,813,804	$16,582,235	$1,834,432
2021	$9,183,918	$7,120,673	$16,915,959	$2,063,245
2020	$6,684,901	$7,192,930	$13,338,891	$-508,029
2019	$8,959,738	$8,520,062	$13,848,081	$439,676
2018	$9,379,193	$8,320,985	$12,942,871	$1,058,208

CLINICAL AND LABORATORY STANDARDS INSTITUTE