Institute for Training and Development Inc

Nonprofit profile at a glance

EIN
042880562
IRS 990 coverage
2016–2024
Forms available
Form 990 2024
Location
Amherst, MA, USA
Phone
4132561925
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Promotion of International Understanding

Reported finances

Revenue
$2,842,752
Expenses
$2,959,440
Assets
$1,543,540
Liabilities
$900,095

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • MARY-LOU RUP (PRESIDENT)
  • MARK PROTTI (EXECUTIVE DIRECTOR)

Highest reported compensation

  • MARK PROTTI (EXECUTIVE DIRECTOR): $119,618 total reported compensation
  • EDGARDO ROTHKEGEL (FINANCIAL DIRECTOR): $99,492 total reported compensation
  • KATIE LAZDOWSKI (PROGRAM DIRECTOR): $91,224 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Designing and implementing international exchange programs, working with professionals and leaders from governmental and business organizations world wide.

What it reported doing in 2024

Study of the us institute for secondary school educators and other programs- the programs are part of the u.s. Department of state's study of the u.s. Institutes (susi) for secondary educators, and are sponsored by u.s. Department of state's bureau of educational and cultural affairs. The primary goal of the 2020 susi for secondary educators and other programs are to provide participants with an in-depth study of u.s. Culture and society through the lens of liberty, equality, and the american dream.

Operating model

Revenue model
Donor-supported. 90% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 74% for direct work, and 26% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 86
  • Accountability: 100
  • Sustainability: 20
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.3%; rating input score 84
  • Program expense ratio: 81%; rating input score 81
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 17th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 85.5%; rating input score 86; 23rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -4.1%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 0.52; rating input score 18; 18th percentile among comparable filings
  • Liabilities to assets ratio: 0.58; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 16.2%; rating input score 17; 17th percentile among comparable filings

Growth

  • Program expense growth: 2.4% per year; rating input score 100; 24th percentile among comparable filings
  • Revenue growth: 1.6% per year; rating input score 100; 18th percentile among comparable filings
  • Asset growth: -2.5% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 84.3% of revenue deployed · 81% of spending went to programs
  • Governance: 5 of 5 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $2.4M in reported program spending
  • Leadership: top reported pay $120K · 11 people listed
  • Consistency: 30 of 31 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 8 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Sustainability: Operating margin scored 22/100.
  • High — Sustainability: Total-asset coverage ratio scored 18/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.
  • High — Sustainability: Officer compensation ratio scored 17/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.