CLINICAL AND LABORATORY STANDARDS INSTITUTE

EIN: 237089361 501(c)(3) Health Care

BERWYN, PA

Total Revenue
$8,293,605
Total Expenses
$7,839,242
Total Assets
$21,811,594
Net Assets
$18,567,770
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
PA
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

THE MISSION OF CLINICAL AND LABORATORY STANDARDS INSTITUTE (CLSI) IS TO "DEVELOP CLINICAL AND LABORATORY PRACTICES AND PROMOTE THEIR USE WORLDWIDE." WORKING TOGETHER, CLSI STAFF AND VOLUNTEER EXPERTS GUIDE THE DEVELOPMENT AND PROMOTE THE USE OF VOLUNTARY LABORATORY STANDARDS AND GUIDELINES WITHIN THE US AND INTERNATIONAL HEALTH CARE COMMUNITIES. CLSI FACILITATES A UNIQUE PROCESS OF DEVELOPING THESE TESTING STANDARDS BASED ON INPUT FROM AND CONSENSUS AMONG INDUSTRY, GOVERNMENT, AND HEALTH CARE PROFESSIONALS. IMPROVING THE QUALITY OF PATIENT CARE BY FOSTERING EXCELLENCE IN LABORATORY MEDICINE IS THE DRIVING FORCE BEHIND THE CREATION OF EVERY CLSI PRODUCT AND PROGRAM. FOUNDED IN 1968 AS A FOR-PROFIT STANDARDS DEVELOPMENT MEMBERSHIP ORGANIZATION, CLSI HAS EARNED THE CONFIDENCE AND RECOGNITION OF GOVERNMENT REGULATORY BODIES SUCH AS THE US FOOD AND DRUG ADMINISTRATION, CENTERS FOR DISEASE CONTROL AND PREVENTION, AND ORGANIZATIONS SUCH AS THE CENTERS FOR MEDICARE AND MEDICAID SERVICES THAT EITHER DIRECTLY ACCREDIT OR AUTHORIZE DEEMED STATUS ACCREDITATION STATUS. CLSI, ON BEHALF OF THE AMERICAN NATIONAL STANDARDS INSTITUTE, HAS SERVED FOR OVER 25 YEARS AS THE SECRETARIAT FOR THE INTERNATIONAL ORGANIZATION FOR STANDARDIZATION TECHNICAL COMMITTEE (TC 212) THAT AUTHORS GLOBAL STANDARDS FOR THE MEDICAL LABORATORY. CLSI IS FUNDED BY MEMBERSHIP DUES, THE SALES OF ITS PRODUCTS AND SERVICES, SPONSORSHIPS, AND GRANTS. CLSI STAFF, CONTRACTORS AND VOLUNTEERS PROVIDE SERVICES AND HANDS-ON SUPPORT TO LABORATORIES IN RESOURCE CONSTRAINED COUNTRIES, HELPING THEM ACHIEVE SUSTAINABLE QUALITY WITH SYSTEMS TO BETTER DIAGNOSE AND TREAT PATIENTS WITH INFECTIOUS DISEASES. THROUGH PARTNERSHIPS WITH THE US GOVERNMENT, UNIVERSITIES, AND OTHER NONPROFIT ORGANIZATIONS, CLSI HAS WORKED IN MORE THAN 20 COUNTRIES IN AFRICA, CENTRAL ASIA, SOUTH AMERICA, AND EASTERN EUROPE. FOR OVER 50 YEARS, OUR MEMBERS, VOLUNTEERS, AND CUSTOMERS HAVE MADE CLSI A RESPECTED, TRANSFORMATIVE LEADER IN THE DEVELOPMENT AND IMPLEMENTATION OF CLINICAL AND LABORATORY TESTING STANDARDS. THROUGH OUR UNIFIED EFFORTS, WE WILL CONTINUE TO SET AND UPHOLD THE STANDARDS THAT DRIVE QUALITY TEST RESULTS, ENHANCE PATIENTCARE DELIVERY, AND IMPROVE THE PUBLIC'S HEALTH AROUND THE WORLD.

Program Service Accomplishments

Program 1
Expenses: $3,922,377 Revenue: $4,614,276

THE DEVELOPMENT OF THE ORGANIZATION'S INTERNATIONAL OUTREACH INSTITUTE 23-7089361 CLINICAL AND LABORATORY STANDARDS INITIATIVE, THE GLOBAL HEALTH PARTNERSHIPS PROGRAM: CLSI STAFF AND VOLUNTEERS...

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THE DEVELOPMENT OF THE ORGANIZATION'S INTERNATIONAL OUTREACH INSTITUTE 23-7089361 CLINICAL AND LABORATORY STANDARDS INITIATIVE, THE GLOBAL HEALTH PARTNERSHIPS PROGRAM: CLSI STAFF AND VOLUNTEERS PROVIDE TRAINING AND EDUCATION SERVICES AND HANDS-ON SUPPORT OF LABORATORIES IN RESOURCE-CONSTRAINED COUNTRIES, HELPING THEM ACHIEVE SUSTAINABLE QUALITY WITH SYSTEMS TO BETTER DIAGNOSE AND TREAT PATIENTS WITH INFECTIOUS DISEASES. THROUGH PARTNERSHIPS WITH THE US GOVERNMENT, UNIVERSITIES, AND OTHER NONPROFIT ORGANIZATIONS, CLSI HAS WORKED IN MORE THAN 20 COUNTRIES IN AFRICA, CENTRAL ASIA, CENTRAL AMERICA AND EASTERN EUROPE FOR OVER 50 YEARS, OUR MEMBERS, VOLUNTEERS AND CUSTOMERS HAVE MADE CLSI A RESPECTED, TRANSFORMATIVE LEADER IN THE DEVELOPMENT AND IMPLEMENTATION OF CLINICAL AND LABORATORY TESTING STANDARDS. THROUGH OUR UNIFIED EFFORTS, WE WILL CONTINUE TO SET AND UPHOLD THE STANDARDS THAT DRIVE QUALITY TEST RESULTS, ENHANCE PATIENT CARE DELIVERY, AND IMPROVE THE PUBLIC'S HEALTH AROUND THE WORLD.

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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%)

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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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Governance

Voting Members
13
Independent Members
13
Employees
36
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
6
$563,770
Total Directors
15
$563,770
Key Employees
3
$775,224
Highest Compensated
0
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
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