The John D Thompson Institute for Education Training and Research

Nonprofit profile at a glance

EIN
061003712
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Branford, CT, USA
Phone
2033157500
Rating
33
Verdict
REVIEW
Rating confidence
Moderate
Sector
Hospices

Official website

Reported finances

Revenue
$146,181
Expenses
$0
Assets
$13,575,902
Liabilities
$8,577,576

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

Leadership & pay

7 people listed

Executive titles in this filing

  • BARBARA PEARCE (CEO (UNTIL 01/2025))
  • SYLVIA ALLAIS (CEO (FROM 01/2025))
  • DAVID I NEWTON (PRESIDENT/CHAIRMAN)

Highest reported compensation

  • BARBARA PEARCE (CEO (UNTIL 01/2025)): $363,032 total reported compensation
  • MARY GILHULY (CFO): $173,143 total reported compensation

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

Overview

Mission

The hospice institute for education, training and research, inc., gave its first conference in 1979 to serve as an american center for hospice education, training and research. (see schedule o)the hospice institute is the vehicle for sharing the hospice philosophy, experience and skills with physicians, nurses, social workers, pastors, pharmacists, arts and volunteer directors, administrators, the lay community and all those who desire to improve the quality of care given in their own settings to patients and families experiencing a progressive and irreversible illness.

What it reported doing in 2024

The john d thompson institute of education, training and research, inc. (jdt), a related entity of the Connecticut hospice, inc. (cth) continued its mission of education, training and research for the medical profession and the general public about the "hospice philosophy and palliative care. In addition, the entity owns and operates real property that is leased to ct hospice in support of their common hospice and palliative missions.

Operating model

Revenue model
Affiliate-supported. 100% of the money available for current operations came from contributions from related organizations.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 65
  • Accountability: 65
  • Sustainability: 1
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 80%; rating input score 80; 21st percentile among comparable filings
  • Governance controls: 4 of 9 controls in place; rating input score 44
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: Limited
  • Liabilities to assets ratio: 0.63; rating input score 9; 9th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: -32.9% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: -18.2% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: -3.7% per year; rating input score 0; 13th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed
  • Governance: 4 of 5 board members independent · 4 of 9 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $363K · 7 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 14 of 14 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Accountability: Governance controls: 5 of 9 not reported.
  • High — Sustainability: Liabilities to assets ratio scored 9/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.