SYSTEMS-CENTERED TRAINING AND RESEARCH INSTITUTE INC (EIN 841712531) - 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

2006

Legal Domicile

Principal Officer

Kathleen Lum

Phone

6787018290

Tax Period

2024-07-01 to 2025-06-30

SYSTEMS-CENTERED TRAINING AND RESEARCH INSTITUTE INC, founded in 2006, is a small nonprofit in the Health Care sector that reported $213K in total revenue in fiscal year 2024. Expenses of $182K left a modest 14% surplus.

Mission

Supports the training, research and theorizing in the systems-centered approach to living human systems devoted to knowledge, research, education, training, community development and contribution.

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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 $22,835

Program Service Revenue $158,391

Investment Income $30,772

Other Revenue $727

TOTAL REVENUE $212,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,072

Fundraising Expenses $0

Program Expenses $157,351

Other Expenses $97,950

TOTAL EXPENSES $182,022

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,725	$208,463	+0.0%
Expenses	$182,022	$228,306	-0.2%
Net Income	$30,703	$-19,843	-2.5%

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

$65,532

Total Directors

$4,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Lum	Secretary	5.00	Officer	$0	$61,532	$61,532
Susan Gantt	Chairman	5.00	Officer Director	$4,000	$0	$4,000
Nina Klebanoff	Treasurer	2.00	Officer Director	$0	$0	$0
Claudia Byram	Director	2.00	Director	$0	$0	$0
Fran Carter	Director	2.00	Director	$0	$0	$0
Rowena Davis	Director	2.00	Director	$0	$0	$0
Dorothy Gibbons	Director	2.00	Director	$0	$0	$0
Douglas Johnson	Director	2.00	Director	$0	$0	$0
Jennifer Langdon	Director	2.00	Director	$0	$0	$0
Annie MacIver	Director	2.00	Director	$0	$0	$0
Mike Maher	Director	5.00	Director	$0	$0	$0
Jon McCormick	Director	2.00	Director	$0	$0	$0
James Peightel	Director	2.00	Director	$0	$0	$0
Norma Safransky	Director	2.00	Director	$0	$0	$0
Beulah Trey	Director	2.00	Director	$0	$0	$0
Heather Twomey	Director	2.00	Director	$0	$0	$0
Rosalind Wood	Director	2.00	Director	$0	$0	$0
Alida Zweidler-McKay	Director	2.00	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	$212,725	$182,022	$1,413,311	$30,703
2024	$208,463	$228,306	$1,337,518	$-19,843
2023	$156,846	$203,546	$1,286,571	$-46,700
2022	$147,942	$189,999	$1,268,640	$-42,057
2021	$333,300	$143,097	$1,349,339	$190,203
2020	$391,907	$117,548	$1,159,008	$274,359
2019	$864,575	$269,456	$884,649	$595,119

SYSTEMS-CENTERED TRAINING AND RESEARCH INSTITUTE INC