WORLD TRADE CENTER INSTITUTE INC (EIN 521591820) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

JOSE E RESENDE

Phone

4104691368

Tax Period

2022-07-01 to 2023-06-30

WORLD TRADE CENTER INSTITUTE INC, founded in 1988, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2022. Expenses of $2.5M exceeded revenue, resulting in a 29% operating deficit.

Mission

INTERNATIONAL BUSINESS NETWORK

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $993,539

Program Service Revenue $812,657

Investment Income $104,533

Other Revenue $16,684

TOTAL REVENUE $1,927,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,829,817

Fundraising Expenses $0

Program Expenses $2,055,762

Other Expenses $648,848

TOTAL EXPENSES $2,478,665

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,927,413	$1,926,832	+0.0%
Expenses	$2,478,665	$2,279,214	+0.1%
Net Income	$-551,252	$-352,382	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$399,323

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSE E RESENDE	CEO	40.00	Officer	$192,076	$13,871	$205,947
SUSAN APLIN	CEO (PRIOR)	40.00	Officer	$173,287	$20,089	$193,376
TODD RUPPERT	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
PETER BOWE	CO-CHAIR	1.00	Officer Director	$0	$0	$0
KELLY HARDY	SECRETARY	1.00	Officer Director	$0	$0	$0
ALICE LAO	MEMBER	1.00	Director	$0	$0	$0
ANNIE SENNETT	MEMBER	1.00	Director	$0	$0	$0
BAYARD HOGANS	MEMBER	1.00	Director	$0	$0	$0
BRANT MATTHEWS	MEMBER	1.00	Director	$0	$0	$0
BRUCE MCINDOE	MEMBER	1.00	Director	$0	$0	$0
CAROL DALTON	MEMBER	1.00	Director	$0	$0	$0
CHARLES WIENER	MEMBER	1.00	Director	$0	$0	$0
CLAYTON MILLIS	MEMBER	1.00	Director	$0	$0	$0
DAN WHELAN	MEMBER	1.00	Director	$0	$0	$0
DOUG WHITE	MEMBER	1.00	Director	$0	$0	$0
ERIKA NOLAN	MEMBER	1.00	Director	$0	$0	$0
GREGG BAUER	MEMBER	1.00	Director	$0	$0	$0
GREG SLATER	MEMBER	1.00	Director	$0	$0	$0
HAIMI BEKELE	MEMBER	1.00	Director	$0	$0	$0
HEATHER MAAN	MEMBER	1.00	Director	$0	$0	$0
JAY PERMAN	MEMBER	1.00	Director	$0	$0	$0
JAMES HAYES	MEMBER	1.00	Director	$0	$0	$0
JERRY GARLAND	MEMBER	1.00	Director	$0	$0	$0
JIM ALBRECHT	MEMBER	1.00	Director	$0	$0	$0
JIM PORTS	MEMBER	1.00	Director	$0	$0	$0
JOE BARTENFELDER	MEMBER	1.00	Director	$0	$0	$0
JOE CUMELLO	MEMBER	1.00	Director	$0	$0	$0
JOE THOMSON	MEMBER	1.00	Director	$0	$0	$0
KATHLEEN FLANAGAN	MEMBER	1.00	Director	$0	$0	$0
KELLY SCHULZ	MEMBER	1.00	Director	$0	$0	$0
KEWIN GALES	MEMBER	1.00	Director	$0	$0	$0
KRISH VIGNARAJAH	MEMBER	1.00	Director	$0	$0	$0
LESLIE MANCUSO	MEMBER	1.00	Director	$0	$0	$0
LINDSAY MEYER	MEMBER	1.00	Director	$0	$0	$0
LIZ ROBINSON	MEMBER	1.00	Director	$0	$0	$0
MARC PRITCHARD	MEMBER	1.00	Director	$0	$0	$0
MARY STEINEBRUNNER	MEMBER	1.00	Director	$0	$0	$0
MIKE GILL	MEMBER	1.00	Director	$0	$0	$0
MOUNA AISSAOUI	MEMBER	1.00	Director	$0	$0	$0
PETER STANFORD	MEMBER	1.00	Director	$0	$0	$0
RICKY SMITH	MEMBER	1.00	Director	$0	$0	$0
SCOTT MENZIES	MEMBER	1.00	Director	$0	$0	$0
STEVE CONNELLY	MEMBER	1.00	Director	$0	$0	$0
STEVE PHILLIPS	MEMBER	1.00	Director	$0	$0	$0
STEVE TOM	MEMBER	1.00	Director	$0	$0	$0
SYLVIA TOENSE	MEMBER	1.00	Director	$0	$0	$0
TABATA GOMEZ	MEMBER	1.00	Director	$0	$0	$0
TAMMY RIDGLEY	MEMBER	1.00	Director	$0	$0	$0
TCHERNAVIA ROCKER	MEMBER	1.00	Director	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,927,413	$2,478,665	$4,027,714	$-551,252
2022	$1,926,832	$2,279,214	$3,944,230	$-352,382
2021	$2,001,866	$1,584,592	$5,239,477	$417,274
2020	$1,873,274	$1,598,658	$4,232,739	$274,616

WORLD TRADE CENTER INSTITUTE INC