Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 10-01-2019 , and ending 09-30-2020
BCheck if applicable:
CName of organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
% JOEL H LAMSTEIN
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
44 FARNSWORTH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA022101211
D Employer identification number

04-2679824
E Telephone number

G Gross receipts $ 193,414,800
F Name and address of principal officer:
JOEL H LAMSTEIN
44 FARNSWORTH STREET
BOSTON,MA021101211
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
HTTP://WWW.JSI.COM/
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1979
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: JSI Research & Training is a public health management consulting and research organization dedicated to improving the health of individuals & communities throughout the world
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 9
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 414
6 Total number of volunteers (estimate if necessary) ............. 6 12
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 241,230,206 192,955,964
9 Program service revenue (Part VIII, line 2g) ......... 280,588 47,603
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 845,237 411,233
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 242,356,031 193,414,800
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 74,829,011 30,724,720
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 39,410,041 37,448,919
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 124,472,838 122,281,405
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 238,711,890 190,455,044
19 Revenue less expenses. Subtract line 18 from line 12....... 3,644,141 2,959,756
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 84,976,568 86,272,268
21 Total liabilities (Part X, line 26)............. 31,760,538 32,874,713
22 Net assets or fund balances. Subtract line 21 from line 20..... 53,216,030 53,397,555
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: JSI Research & Training Institute, Inc. is a global public health consulting organization dedicated to greater health equity and improving the health of individuals and communities, and to providing an environment where people of passion can pursue this cause.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 142,734,111 including grants of $ 26,876,548 ) (Revenue $ 47,603 )
INTERNATIONAL PROGRAMS IN COUNTRIES AROUND THE WORLD, WE HELP STRENGTHEN HEALTH SYSTEMS AND IMPROVE THE ABILITY OF LOCAL PROVIDERS AND COMMUNITIES TO DELIVER HEALTH SERVICES AND CREATE A HEALTHY ENVIRONMENT. WE TAKE MULTIDISCIPLINARY, HUMAN-CENTERED APPROACHES TO HELP GOVERNMENT LEADERS, HEALTH FACILITY STAFF, COMMUNITIES, FAMILIES, AND INDIVIDUALS GAIN THE SKILLS TO SOLVE THEIR HEALTH AND DEVELOPMENT CHALLENGES. WE BELIEVE THAT WORKING TOGETHER IS THE ONLY EFFECTIVE AND LASTING WAY TO OVERCOME PUBLIC HEALTH CHALLENGES. WE WORK CLOSELY WITH DONOR AGENCIES, NATIONAL AND LOCAL GOVERNMENTS, PRIVATE-SECTOR FIRMS, NONGOVERNMENTAL AND FAITH-BASED ORGANIZATIONS, AND CIVIL SOCIETY GROUPS TO ADVANCE THE PUBLIC HEALTH AGENDA. WE WORK LOCALLY TO EQUIP HEALTH CARE PROVIDERS, PRIVATE-SECTOR ENTITIES, COMMUNITIES, AND INDIVIDUALS WITH THE SKILLS AND ABILITIES TO DELIVER BETTER CARE, AND DELIVER CARE BETTER. OUR SERVICES ARE DESIGNED TO FOSTER SELF-RELIANCE AND RESILIENCE.
4b (Code:   ) (Expenses $ 24,748,833 including grants of $ 3,848,172 ) (Revenue $ 0 )
DOMESTIC PROGRAMS OUR U.S. BASED HEALTH SERVICES WORKS WITH PUBLIC AND PRIVATE SECTOR CLIENTS THROUGHOUT THE UNITED STATES TO OVERCOME COMPLEX HEALTH CARE CHALLENGES. WE ARE SUCCESSFUL BECAUSE WE ACHIEVE OPTIMAL RESULTS FOR OUR CLIENTS THROUGH COLLABORATIVE, CUSTOMIZED APPROACHES AND OUR SHARED DESIRE TO IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES, IN PARTICULAR UNDERSERVED AND VULNERABLE POPULATIONS. IN THE U.S., WE ARE DRIVING INNOVATIVE, SUSTAINABLE SOLUTIONS TO THE MOST PRESSING HEALTH CARE CHALLENGES OF OUR TIMES. THROUGH TRAINING AND TECHNICAL ASSISTANCE, STRATEGIC PLANNING, NEEDS ASSESSMENT, RESEARCH, AND PROGRAM EVALUATION, WE EQUIP HEALTH PROVIDERS AND COMMUNITIES TO STRENGTHEN HEALTH SYSTEMS TO ACHIEVE BETTER HEALTH OUTCOMES FOR ALL. WITH YEARS OF EXPERIENCE AND A STRONG TEAM OF DEDICATED PEOPLE, WE PROVIDE A BROAD RANGE OF SERVICES TO THE PUBLIC AND PRIVATE HEALTH SECTORS TO ENABLE PEOPLE TO LIVE TO THEIR FULL HEALTH POTENTIAL.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet167,482,944
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
111
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
414
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCG , DR , ET , GH , GY , HA , IN , ID
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
12
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
9
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
CA , MA , NY
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJOEL H LAMSTEIN44 FARNSWORTH STREET   BOSTON,MA021101211 (617) 482-9485
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Wuleta Betemariam......................................................................
Project Director
 40.0
.................
0.0 		        X   283,964 0 18,153
(2) Brian Mulligan......................................................................
Chief of Party
 40.0
.................
0.0 		        X   270,157 0 25,583
(3) chikuba mukachilima......................................................................
project Director
 40.0
.................
0.0 		        X   265,709 0 21,925
(4) Yasmin Chandani......................................................................
Project Director
 40.0
.................
0.0 		        X   258,762 0 24,665
(5) shiferaw ayalkebet......................................................................
deputy chief of party
 40.0
.................
0.0 		        X   251,989 0 20,090
(6) Joel H Lamstein......................................................................
President/Director
 20.0
.................
20.0 		X   X       0 0 0
(7) Patricia Fairchild......................................................................
Director
 5.0
.................
0.0 		X   X       0 0 0
(8) Kenneth J Olivola......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(9) Bisola Ojikutu......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(10) Carolyn Hart......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(11) Louis Kaplow......................................................................
Director (thru 10/2019)
 5.0
.................
0.0 		X           0 0 0
(12) Michael Useem......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(13) David Bloom......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(14) Alexander K Baker......................................................................
Director
 5.0
.................
35.0 		X   X       0 0 0
(15) Paul Osterman......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(16) Sandro Galea......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(17) Susan Friedrich......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) PAUL MUSANTE........................................................................
DIRECTOR (AS OF 06/2020)
 5.0
.......................0.0 		X           0 0 0
(19) Joanne McDade........................................................................
Assistant Clerk
 5.0
.......................35.0 		    X       0 0 0






















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,330,581 0 110,416
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet114
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
JOHN SNOW INC,
44 farnsworth street
BOSTON,MA02210 		consultant 15,468,958
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 12,541,816
e Government grants (contributions)1e 126,192,952
f All other contributions, gifts, grants, and similar amounts not included above1f 54,221,196
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 192,955,964
Program Service RevenueAmt Business Code
2a PROGRAM SERVICE INCOME 900099 47,603 47,603    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 47,603
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 411,233     411,233
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)     7c
d Net gain or (loss).........MediumBullet 0      
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 193,414,800 47,603   411,233
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 25,202,010 25,202,010
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 5,522,710 5,522,710
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 0      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 29,863,786 25,950,548 3,913,238  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,492,737   2,492,737  
9 Other employee benefits ....... 2,974,198   2,974,198  
10 Payroll taxes ........... 2,118,198   2,118,198  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 179,129 124,218 54,911  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 20,785,869 20,659,456 126,413  
12 Advertising and promotion .... 0      
13 Office expenses ....... 3,477,808 3,387,130 90,678  
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 3,731,500 3,135,324 596,176  
17 Travel ............ 3,928,087 3,776,718 151,369  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 528,118 493,549 34,569  
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 215,965   215,965  
23 Insurance ... 182,021 182,021    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a COOPERATING NATIONAL SALARY 40,632,223 40,592,631 39,592 0
b DIRECT PROGRAM COSTS 30,366,554 30,366,554    
c ALLOWANCE AND TRAINING 1,089,423 1,017,351 72,072 0
d UNALLOWABLE EXPENSES 73,233   73,233 0
e All other expenses 17,091,475 7,072,724 10,018,751  
25 Total functional expenses. Add lines 1 through 24e 190,455,044 167,482,944 22,972,100 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 69,519,276 1 58,009,273
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ...... 15,157,270 3 24,738,576
4 Accounts receivable, net ............. 0 4 0
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 132,405 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,630,954
b Less: accumulated depreciation 10b 485,902 55,438 10c 3,145,052
11 Investments—publicly traded securities . 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 112,179 15 379,367
16 Total assets. Add lines 1 through 15 (must equal line 33)... 84,976,568 16 86,272,268
Liabilities 17 Accounts payable and accrued expenses ..... 10,096,107 17 10,413,551
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 21,664,431 25 22,461,162
26 Total liabilities. Add lines 17 through 25.. 31,760,538 26 32,874,713
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 53,216,030 27 53,397,555
28 Net assets with donor restrictions ........... 0 28 0
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 53,216,030 32 53,397,555
33 Total liabilities and net assets/fund balances ........ 84,976,568 33 86,272,268
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
193,414,800
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
190,455,044
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
2,959,756
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
53,216,030
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
-2,778,231
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
53,397,555
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
Employer identification number

04-2679824
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 278,443,069 306,225,247 289,233,475 241,230,206 192,955,964 1,308,087,961
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 278,443,069 306,225,247 289,233,475 241,230,206 192,955,964 1,308,087,961
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 26,284,065
6 Public support. Subtract line 5 from line 4. 1,281,803,896
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 278,443,069 306,225,247 289,233,475 241,230,206 192,955,964 1,308,087,961
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 25,935 93,225 344,531 845,237 411,233 1,720,161
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..           0
11 Total support. Add lines 7 through 10 1,309,808,122
12
12
328,191
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
97.862 %
15
15
99.243 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
Employer identification number

04-2679824
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
JSI RESEARCH & TRAINING INSTITUTE INC
  		Employer identification number
04-2679824
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
JSI RESEARCH & TRAINING INSTITUTE INC
  		Employer identification number

04-2679824
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
JSI RESEARCH & TRAINING INSTITUTE INC
  		Employer identification number

04-2679824
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
Employer identification number

04-2679824
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   3,437,714 292,662 3,145,052
d Equipment ....   193,240 193,240  
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 3,145,052
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 22,461,162
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 196,494,152
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b 3,079,352
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 3,079,352
3 Subtract line 2e from line 1.................. 3 193,414,800
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 193,414,800
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 193,534,148
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 3,079,104
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 3,079,104
3 Subtract line 2e from line 1................... 3 190,455,044
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 190,455,044
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Income Taxes THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION AS DESCRIBED IN SECTION 509. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND BELIEVES THAT THERE WOULD BE NO MATERIAL CHANGES TO THE RESULTS OF ITS OPERATIONS OR FINANCIAL POSITION AS A RESULT OF AN AUDIT BY THE APPLICABLE TAXING AUTHORITIES, FEDERAL OR STATE. THE ORGANIZATION HAS FILED ALL OF ITS KNOWN AND REQUIRED RETURNS IN A TIMELY MANNER INCLUDING AS PERMITTED ALLOWED EXTENSIONS.
Schedule D (Form 990) 2019


Additional Data


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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
Employer identification number

04-2679824
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Sub-Saharan Africa 26 2,158 Program Services health services 58,735,051
South Asia 3 130 Program Services health services 12,630,300
Russia and the Newly Independent States 1 39 Program Services HEALTH SERVICES 2,049,800
East Asia and the Pacific 3 22 Program Services HEALTH SERVICES 1,202,885
Europe (Including Iceland and Greenland) 1 60 Program Services HEALTH SERVICES 588,851
Central America and the Caribbean 1 3 Program Services HEALTH SERVICES 87,169
South America     Program Services HEALTH SERVICES 30,522
Sub-Saharan Africa     Grantmaking   2,777,470
South Asia     Grantmaking   1,652,103
Europe (Including Iceland and Greenland)     Grantmaking   703,159
East Asia and the Pacific     Grantmaking   284,488
Russia and the Newly Independent States     Grantmaking   78,959
Central America and the Caribbean     Grantmaking   26,530
           
           
           
           
3a Sub-total .... 35 2,412 80,847,287
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 35 2,412 80,847,287
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Sub-Saharan Africa GENERAL 16,345 WIRE 0    
Sub-Saharan Africa GENERAL 165,152 WIRE 0    
Sub-Saharan Africa GENERAL 60,629 WIRE 0    
Sub-Saharan Africa GENERAL 203,138 WIRE 0    
Europe (Including Iceland and Greenland) GENERAL 51,721 WIRE 0    
East Asia and the Pacific GENERAL 12,465 WIRE 0    
Europe (Including Iceland and Greenland) GENERAL 311,157 WIRE 0    
Sub-Saharan Africa GENERAL 252,684 WIRE 0    
Central America and the Caribbean GENERAL 26,530 WIRE 0    
Sub-Saharan Africa GENERAL 140,689 WIRE 0    
Europe (Including Iceland and Greenland) GENERAL 16,800 WIRE 0    
East Asia and the Pacific GENERAL 173,352 WIRE 0    
Sub-Saharan Africa GENERAL 21,733 WIRE 0    
South Asia GENERAL 1,608,832 WIRE 0    
Europe (Including Iceland and Greenland) GENERAL 11,776 WIRE 0    
Sub-Saharan Africa GENERAL 51,439 WIRE 0    
Sub-Saharan Africa GENERAL 186,367 WIRE 0    
Sub-Saharan Africa GENERAL 54,490 WIRE 0    
Russia and the Newly Independent States GENERAL 78,959 WIRE 0    
South Asia GENERAL 37,064 WIRE 0    
South Asia GENERAL 6,208 WIRE 0    
Europe (Including Iceland and Greenland) GENERAL 257,769 WIRE 0    
Sub-Saharan Africa GENERAL 77,088 WIRE 0    
Europe (Including Iceland and Greenland) GENERAL 53,935 WIRE 0    
Sub-Saharan Africa GENERAL 7,615 WIRE 0    
East Asia and the Pacific GENERAL 98,672 WIRE 0    
Sub-Saharan Africa GENERAL 16,500 WIRE 0    
Sub-Saharan Africa GENERAL 1,517,539 WIRE 0    
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
0
3 Enter total number of other organizations or entities .......................MediumBullet
28
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Form 990, Schedule F, Part I, Line 2 The grant manager has the right and responsibility to undertake independent routine grant monitoring of the implementation of sub-project statement of work. All grant monitoring is undertaken by the grant manager according to agreed upon sub-project grant monitoring and evaluation plans outlined in each sub-project contract. the purpose of the independent routine monitoring is to ensure the following: A) proper implementation of each stage of sub-project implementation as agreed, B) verify that goods and services have been delivered to beneficiaries as agreed, C) proper evaluation of each stage of sub-project implementation as agreed, D) check on status of sub-project implementation, E) verification of provision of goods and services, f) review the implementation, status and accuracy of financial expenditures of the grant recipient, G) provide temporary or final approval of goods and services procurement, where appropriate, h) assess the status of any delays in implementation whether approved or unapproved, and/or I) assess the status of sub-project implementation in relation to a pending decision by the grant manager to delay, prolong, or suspend sub-project implementation. form 990, schedule f, part i, line 3 accrual basis, foreign currency translated into us dollars.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
Employer identification number
04-2679824
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) AJ BOGGS & COMPANY
4660 S HAGADORN ROAD
EAST LANSING,MI48823 		38-3036544   146,068 0     OPERATIONAL SUPPORT
(2) ABT ASSOCIATES INC
PO BOX 84-5586
BOSTON,MA02284 		04-2347643   802,433 0     OPERATIONAL SUPPORT
(3) AEF CONSULTING LLC
184 MAIL ST
LEWISTON,ME04240 		00-4783820   39,137 0     OPERATIONAL SUPPORT
(4) AMERICA WALKS INC
PO Box 10581
PORTALND,OR97296 		04-3401323 501(c)(3) 12,000 0     OPERATIONAL SUPPORT
(5) ANTIOCH UNIVERSITY
40 AVON STREET
KEENE,NH03431 		31-0536640   20,000 0     OPERATIONAL SUPPORT
(6) ASSOCIATION FOR BEHAVIORal healthcare
251 WEST CENTRAL STREET
NATICK,MA60606 		04-2702037 501(C)(3) 60,000 0     OPERATIONAL SUPPORT
(7) ATHENA STRATEGIC DESIGN INC
1600 PRINCE ST 315
Alexandria,VA22314 		30-0390464   95,760 0     OPERATIONAL SUPPORT
(8) AUDIO CHEMISTS
142 CAMBRIDGE STREET
CHARLESTOWN,MA02129 		27-1556978   6,190 0     OPERATIONAL SUPPORT
(9) BETHANY CHRISTIAN SERVICES
901 E AVE NE
GRAND RAPIDS,MI04092 		38-2822017 501(C)(3) 243,488 0     OPERATIONAL SUPPORT
(10) BOWLINK TECHNOLOGIES
6 BATES CROSSING
Webster,MA01570 		20-3101327   291,083 0     OPERATIONAL SUPPORT
(11) CAPITAL LINK INC
40 COURT STREET 10TH FL
BOSTON,MA30303 		52-1593251 501(C)(3) 75,000 0     OPERATIONAL SUPPORT
(12) CATHOLIC MEDICAL CENTER
88 MCGREGOR ST STE 305
MANCHESTER,NH03102 		02-0315693 501(C)(3) 40,403 0     OPERATIONAL SUPPORT
(13) CENTER FOR CARE INNOVATION
PO BOX 29198
SAN FRANCISCO,CA10005 		94-3213100 501(C)(3) 89,422 0     OPERATIONAL SUPPORT
(14) CHILDFUND INTERNATIONAL
2821 EMERYWOOD PARKWAY
RICHMOND,VA94129 		54-1932761 501(C)(3) 31,849 0     OPERATIONAL SUPPORT
(15) CHRISTIAN CONNECTION FOR INT'L HEALTH
1329 SHEPARD DRIVE
STERLING,VA01609 		53-1932761 501(C)(3) 44,091 0     OPERATIONAL SUPPORT
(16) CODAC INC
1052 PARK AVENUE
CRANSTON,RI23294 		05-0414696 501(c)(3) 8,000 0     OPERATIONAL SUPPORT
(17) COMMUNITY CATALYST
ONE FED STREET 5TH FLOOR
BOSTON,MA03060 		04-3355127   20,000 0     OPERATIONAL SUPPORT
(18) COMMUNITY ECONOMICS CORP
44 FARNSWORTH STREET
BOSTON,MA02127 		52-1603016   10,735 0     OPERATIONAL SUPPORT
(19) CONCORD HOSPITAL
250 PLEASANT STREET
CONCORD,NH03301 		22-2594672 501(C)(3) 30,390 0     OPERATIONAL SUPPORT
(20) COOS CTY FAMILY HEALTH
133 PLEASANT ST
BERLIN,NH80203 		02-0350051 501(c)(3) 46,484 0     OPERATIONAL SUPPORT
(21) CORE GROUP
1901 PA AVE NW 902
WASHINGTON,DC02895 		04-6395456   10,906 0     OPERATIONAL SUPPORT
(22) CORNELL UNIVERSITY
341 PINE TREE RD
ITHACA,NY02210 		15-0532082 501(C)(3) 309,965 0     OPERATIONAL SUPPORT
(23) Celsian Consulting LLC
12110 SUNSET HILLS ROAD
RESTON,VA03301 		83-3322448   13,860 0     OPERATIONAL SUPPORT
(24) DARTMOUTH HITCHCOCK CLINIc
ONE MEDICAL CENTER DRIVE
LEBANON,NH14580 		22-2519596 501(C)(3) 21,483 0     OPERATIONAL SUPPORT
(25) DENTAL HEALTHWORKS DBA CHeshire smiles
69 V ISLAND STREET
KEENE,NH03431 		30-0275867 501(c)(3) 35,354 0     OPERATIONAL SUPPORT
(26) DEVELOPMENT INITIATIVES Poverty Research
1209 ORANGE STREET
WILMINGTON,DE03104 		30-0914278 501(C)(3) 56,326 0     OPERATIONAL SUPPORT
(27) DIMAGI INC
585 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		83-0343298   33,185 0     OPERATIONAL SUPPORT
(28) DORCAS INTERNATIONAL INStitute of ri
645 ELMWOOD AVE
PROVIDENCE,RI03431 		05-0258886 501(c)(3) 9,600 0     OPERATIONAL SUPPORT
(29) EASTER SEALS of New Hampshire
555 AUBURN STREET
MANCHESTER,NH19801 		02-0272825 501(c)(3) 43,636 0     OPERATIONAL SUPPORT
(30) EGM CONSULTING LLC
3200 19th Street NW
WASHINGTON,DC02139 		45-4050791   87,042 0     OPERATIONAL SUPPORT
(31) EIDOLON FILMS LLC
404 10TH ST NE
WASHINGTON,DC02907 		26-2355550   14,655 0     OPERATIONAL SUPPORT
(32) EVANS MEDICAL FOUNDATION
PO BOX 845040
BOSTON,MA03101 		51-0172171 501(c)(3) 25,000 0     OPERATIONAL SUPPORT
(33) FAMILY SERVICES OF RHODE island
PO BOX 6688
PROVIDENCE,RI20852 		05-0373414 501(c)(3) 8,000 0     OPERATIONAL SUPPORT
(34) FHI360
359 BLACKWELL STREET
DURHAM,NC02940 		23-7413005   686,647 0     OPERATIONAL SUPPORT
(35) GENESIS CENTER
620 Potters Avenue
Providence,RI02907 		22-3001721   9,600 0     OPERATIONAL SUPPORT
(36) GLBTQ LEGAL ADVOCATES & DEFENDERS INC
18 TREMONT ST SUITE 950
BOSTON,MA02108 		04-2660498 501(C)(3) 66,257 0     OPERATIONAL SUPPORT
(37) GOBEE GROUP LLC
2323 BROADWAY
OAKLAND,CA94612 		27-2767701   34,023 0     OPERATIONAL SUPPORT
(38) GREATER NASHUA DENTAL CONNECTION
31 CROSS STREET
NASHUA,NH03064 		02-0500866 501(C)(3) 21,880 0     OPERATIONAL SUPPORT
(39) GREATER SEACOAST COMMUNITY HEALTH
311 ROUTE 108
SOMERSWORTH,NH03878 		02-0304203 501(C)(3) 48,097 0     OPERATIONAL SUPPORT
(40) GROWTH SURVEY SYSTEMS
201 MIDDLE ROAD
DOVER,NH03820 		47-3039817   7,250 0     OPERATIONAL SUPPORT
(41) HEALTH FIRST FAMILY CARE
841 CENTRAL STREET
FRANKLIN,NH03235 		59-3336894 501(C)(3) 23,976 0     OPERATIONAL SUPPORT
(42) HEALTH HIV
2000 S STREET NW
WASHINGTON,DC20009 		52-2253960 501(C)(3) 42,500 0     OPERATIONAL SUPPORT
(43) HEALTHRIGHT INTERNATIONAL
65 BROADWAY
NEW YORK,NY10006 		13-3791391 501(C)(3) 121,677 0     OPERATIONAL SUPPORT
(44) HELEN KELLER INTERNATIONAL
352 PARK AVENUE SOUTH
NEW YORK,NY10010 		13-5562162 501(C)(3) 728,035 0     OPERATIONAL SUPPORT
(45) HOPE COUNSELING SVCS
125 E N ST STE 429
n CASTLE,PA16101 		25-1430855   7,500 0     OPERATIONAL SUPPORT
(46) INNOVATIVE LEADERSHIP
401 E 30TH AVE
KANSAS CITY,MO84116 		27-3016081   219,369 0     OPERATIONAL SUPPORT
(47) INTERNATIONAL MEDICAL CORPS
1919 BLVD
Santa Monica,CA90404 		95-3949646 501(c)(3) 405,878 0     OPERATIONAL SUPPORT
(48) IOWA PRIMARY CARE ASSOCIAtion
9943 HICKMAN Rd STE 103
URBANDALE,IA50322 		42-1311646 501(C)(3) 60,000 0     OPERATIONAL SUPPORT
(49) JHPIEGO CORPORATION
1615 THAMES ST STE 200
BALTIMORE,MD21231 		23-7424444 501(C)(3) 4,683,504 0     OPERATIONAL SUPPORT
(50) KAISER PERMANENTE WASHING
1730 MINOR AV SUITE 1600
SEATTLE,WA98101 		91-0511770   157,034 0     OPERATIONAL SUPPORT
(51) KAREN HORSCH CONSULTING
117 Centre Street
Concord,NH03246 		45-3295514   14,213 0     OPERATIONAL SUPPORT
(52) KEENE INSIGHTS
7280 HILLS AVE 403
Los Angeles,CA90046 		56-1732407   30,550 0     OPERATIONAL SUPPORT
(53) MACRO-EYES INC
ISSAQUAH FALL CITY RD
FALL CITY,WA98024 		46-4198552   26,250 0     OPERATIONAL SUPPORT
(54) MANCHESTER HEALTH DEPARTMENT
1528 ELM STREET
MANCHESTER,NH03101 		02-6000517   53,083 0     OPERATIONAL SUPPORT
(55) MANOFF GROUP INC THE
4301 CT AVE NW
WASHINGTON,DC20008 		04-3030192   1,027,077 0     OPERATIONAL SUPPORT
(56) MARY HITCHCOCK MEMORIAL H
18 OLD ETNA ROAD
LEBANON,NH03756 		02-0222140 501(C)(3) 9,606 0     OPERATIONAL SUPPORT
(57) MASCOMA COMMUNITY HEALTHC
18 ROBERTS ROAD
CANAAN,NH03741 		46-5672753   40,038 0     OPERATIONAL SUPPORT
(58) MICRONUTRIENT FORUM
1201 EYE ST NW
WASHINGTON,DC20005 		83-2468517 501(C)(3) 112,499 0     OPERATIONAL SUPPORT
(59) MID STATE HEALTH CTR
101 BOULDER DRIVE
PLYMOUTH,NH03264 		02-0487172 501(C)(3) 41,410 0     OPERATIONAL SUPPORT
(60) MINGA ANALYSTICS LLC
4551 STOETZ LANE
SEBASTOPOL,CA95472 		47-5420676   50,000 0     OPERATIONAL SUPPORT
(61) NTL ALLIANCE OF STATE & TERRITORIAL AIDS
444 NORTH CAPITAL ST NW STE 339
WASHINGTON,DC20001 		91-1568650 501(C)(3) 287,207 0     OPERATIONAL SUPPORT
(62) NATIONAL COUNCIL FOR BEHAVORIAL HEALTH
1400 K ST NW STE 400
WASHINGTON,DC20005 		23-7092671 501(C)(3) 84,036 0     OPERATIONAL SUPPORT
(63) NATIONAL OPINION RESEARCH CENTER
55 EAST MONROE ST 20TH FL
CHICAGO,IL60603 		36-2167808 501(C)(3) 24,000 0     OPERATIONAL SUPPORT
(64) NCBA CLUSA
1775 EYE STREET NW
WASHINGTON,DC20005 		36-2007481 501(C)(3) 713,815 0     OPERATIONAL SUPPORT
(65) NEW HAMPSHIRE PUBLIC HEALTH ASSOC
4 PARK STREET
CONCORD,NH03301 		02-0453814 501(C)(3) 5,400 0     OPERATIONAL SUPPORT
(66) NH ALCOHOL & DRUG ABUSE CONSELORS ASSOC
130 PEMBROKE ROAD
CONCORD,NH03301 		52-1508299 501(C)(3) 334,525 0     OPERATIONAL SUPPORT
(67) Newport Community School
55 Broadway
Newport,RI02840 		20-2302875 501(C)(3) 9,600 0     OPERATIONAL SUPPORT
(68) PALLADIUM INTERNATIONAL LLC
1331 PA AVENUE NW
WASHINGTON,DC20004 		26-1509671   689,753 0     OPERATIONAL SUPPORT
(69) PATH
2201 WESTLAKE AVE
SEATTLE,WA98121 		91-1157127 501(C)(3) 69,449 0     OPERATIONAL SUPPORT
(70) POPULATION COUNCIL
1 DAG HAMMARSKJOLD PLAZA
NEW YORK,NY10017 		13-1687001 501(C)(3) 251,205 0     OPERATIONAL SUPPORT
(71) Progreso Latino
626 Broad Street
Central Falls,RI02863 		05-0380608 501(C)(3) 9,600 0     OPERATIONAL SUPPORT
(72) Providence Public Library
150 Empire Street
Providence,RI02903 		05-0262713 501(C)(3) 9,600 0     OPERATIONAL SUPPORT
(73) REGENTS OF THE UNIVERSITY OF CALIFORNIA
1855 FOLSOM STREET
SAN FRANCISCO,CA94143 		94-6036493 501(C)(3) 8,922 0     OPERATIONAL SUPPORT
(74) RESEARCH TRIANGLE INSTITUE
3040 CORNw RD
RESEARCH TRIANGLE,NC27709 		56-0686338 501(C)(3) 18,730 0     OPERATIONAL SUPPORT
(75) RESULTS FOR DEVELOPMENT
1111 19TH ST nw
WASHINGTON,DC20036 		20-8530747 501(C)(3) 621,732 0     OPERATIONAL SUPPORT
(76) S&S OPEN DEVELOPMENT LLC
642 PICKFORD PLACE NE
WASHINGTON,DC20002 		47-2658640   134,840 0     OPERATIONAL SUPPORT
(77) SAVE THE CHILDREN FEDERATION
Kings H E-Sut 400
EAST FAIRFIELD,CT06825 		06-0726487 501(C)(3) 1,838,162 0     OPERATIONAL SUPPORT
(78) SPEARE MEMORIAL HOSPITAL
16 HOSPITAL ROAD
PLYMOUTH,NH03264 		02-0226774 501(C)(3) 37,476 0     OPERATIONAL SUPPORT
(79) SULLIVAN CNTY ORAL HEALTH COLLABORATIVE INC
1 TREMONT STREET
CLAREMONT,NH03743 		68-0662886 501(C)(3) 40,748 0     OPERATIONAL SUPPORT
(80) Safety4Clubs LLC
3752 Cape Pointe Circle
Jupiter,FL33477 		47-1132835   9,940 0     OPERATIONAL SUPPORT
(81) TAMWORTH DENTAL CENTER
30 EXCHANGE STREET
BERLIN,NH03570 		02-0267404   25,325 0     OPERATIONAL SUPPORT
(82) TESS CORPORATION
2328 TRUAX BLVD
Eau Clare,WI54703 		27-1654566   12,713 0     OPERATIONAL SUPPORT
(83) THE LEMIRE GROUP
40 Donica Road
York,ME03909 		00-3748399   8,800 0     OPERATIONAL SUPPORT
(84) THRIVE BEHAVIROAL HEALTH
2756 POST ROAD
WARWICK,RI02886 		51-0189278 501(C)(3) 8,000 0     OPERATIONAL SUPPORT
(85) THRIVE NETWORKS GLOBAL
180 Steuart Street
San Francisco,CA94105 		33-0376095   115,131 0     OPERATIONAL SUPPORT
(86) TRUSTEES OF INDIANA UNIVERSITY
400 E 7TH ST POPLARS
BLOOMINGTON,IN47405 		35-6001673 501(C)(3) 107,401 0     OPERATIONAL SUPPORT
(87) Tides Center
1014 Torney Ave
San Francisco,CA94129 		94-3213100 501(C)(3) 228,077 0     OPERATIONAL SUPPORT
(88) UNITED STATES PHARMACOPEICAL CONVENTION INC
12601 TWINBROOK PARKWAY
ROCKVILLE,MD20852 		13-1656692 501(C)(3) 18,174 0     OPERATIONAL SUPPORT
(89) UNIVERSITY OF CALIFORNIA
ONE SHIELDS AVENUE
DAVIS,CA95616 		94-6036494 GOV'T 51,401 0     OPERATIONAL SUPPORT
(90) UNIVERSITY OF MARYLAND
620 W LEX ST 4TH FL
BALTIMORE,MD21203 		52-6002033 GOV'T 75,000 0     OPERATIONAL SUPPORT
(91) UNIVERSITY OF NEW HAMPSHIRE
59 COLLEGE ROAD
DURHAM,NH03824 		02-6000937 GOV'T 20,982 0     OPERATIONAL SUPPORT
(92) UNIVERSITY OF NORTH CAROLNIA
PO BOX 402420
ATLANTA,GA30384 		56-6001393 GOV'T 737,327 0     OPERATIONAL SUPPORT
(93) UNIVERSITY RESEARCH CO
5404 WISC AVE 800
CHEVY CHASE,MD20815 		52-0939806 GOV'T 192,974 0     OPERATIONAL SUPPORT
(94) URBAN INSTITUTE
500 LENFANT PLAZA SW
WASHINGTON,DC20024 		52-0880375 501(C)(3) 51,833 0     OPERATIONAL SUPPORT
(95) Vital Strategies Inc
100 Broadway
New York,NY10005 		22-3419667   16,711 0     OPERATIONAL SUPPORT
(96) WELLSHARE INTERNATIONAL
122 W FRANKLIN AVE
MINNEAPOLIS,MN55404 		41-1397062 501(C)(3) 10,775 0     OPERATIONAL SUPPORT
(97) WESTAT INC
1600 RESEARCH BLVD
ROCKVILLE,MD20850 		84-0529566   86,802 0     OPERATIONAL SUPPORT
(98) WHEELS FOR HUMANITY
9509 VASSAR AVENUE
CHATSWORTH,CA91311 		95-4581144 501(C)(3) 527,588 0     OPERATIONAL SUPPORT
(99) WORLD EDUCATION INC
44 FARNS W ST 7 FL
BOSTON,MA02210 		13-1804349 501(C)(3) 529,645 0     OPERATIONAL SUPPORT
(100) WORLD VISION INC
34834 WEYER H WAY S
FEDERAL WAY,WA98001 		95-1922279 501(C)(3) 278,650 0     OPERATIONAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
63
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
37
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Part I, Line 1 THE GRANT MANAGER HAS THE RIGHT AND RESPONSIBILITY TO UNDERTAKE INDEPENDENT ROUTINE GRANT MONITORING OF THE IMPLEMENTATION OF SUB-PROJECT STATEMENT OF WORK. ALL GRANT MONITORING IS UNDERTAKEN BY THE GRANT MANAGER ACCORDING TO AGREE UPON SUB-PROJECT GRANT MONITORING AND EVALUATION PLANS OUTLINED IN EACH SUB-PROJECT CONTRACT. THE PURPOSE OF THE INDEPENDENT ROUTINE MONITORING IS TO ENSURE THE FOLLOWING: a) PROPER IMPLEMENTATION OF EACH STAGE OF SUB-PROJECT IMPLEMENTATION AS AGREED, b) VERIFY THAT GOODS AND SERVICES HAVE BEEN DELIVERED TO BENEFICIARIES AS AGREED, c) PROPER EVALUATION OF EACH STATE OF SUB-PROJECT IMPLEMENTATION AS AGREED, d) CHECK ON STATUS OF SUB-PROJECT IMPLEMENTATION, e) VERIFICATION OF PROVISION OF GOODS AND SERVICES, f) REVIEW THE IMPLEMENTATION, STATUS AND ACCURACY OF FINANCIAL EXPENDITURES OF THE GRANT RECIPIENT, g) PROVIDE TEMPORARY OR FINAL APPROVAL OF GOODS AND SERVICES PROCUREMENT, WHERE APPROPRIATE, h) ASSESS THE STATUS OF ANY DELAYS IN IMPLEMENTATION WHETHER APPROVED Or UNAPPROVED, AND/OR i) ASSESS THE STATUS OF SUB-PROJECT IMPLEMENTATION IN RELATION TO A PENDING DECISION BY THE GRANT MANAGER TO DELAY, PROLONG, OR SUSPEND SUB-PROJECT IMPLEMENTATION.
Schedule I (Form 990) 2019



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
Employer identification number

04-2679824
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Brian Mulligan
Chief of Party 		(i)

(ii)		 189,769
-------------
0 		500
-------------
0 		79,888
-------------
0 		13,650
-------------
0 		11,933
-------------
0 		295,740
-------------
0 		0
-------------
0
2Wuleta Betemariam
Project Director 		(i)

(ii)		 193,981
-------------
0 		21,338
-------------
0 		68,645
-------------
0 		15,705
-------------
0 		2,448
-------------
0 		302,117
-------------
0 		0
-------------
0
3Yasmin Chandani
Project Director 		(i)

(ii)		 163,268
-------------
0 		500
-------------
0 		94,994
-------------
0 		15,041
-------------
0 		9,624
-------------
0 		283,427
-------------
0 		0
-------------
0
4chikuba mukachilima
project Director 		(i)

(ii)		 194,458
-------------
0 		1,500
-------------
0 		69,751
-------------
0 		14,581
-------------
0 		7,344
-------------
0 		287,634
-------------
0 		0
-------------
0
5shiferaw ayalkebet
deputy chief of party 		(i)

(ii)		 150,067
-------------
0 		0
-------------
0 		101,922
-------------
0 		11,268
-------------
0 		8,822
-------------
0 		272,079
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
part i, line 1a housing allowance or residence for personal use Project directors, WULETA BETEMARIAM, YASMIN CHANDANI, and chikuba mukachilima, deputy chief of party, shiferaw ayalkebet, and CHIEF OF PARTY, BRIAN MULLIGAN, all receive housing related allowances that are treated as taxable and reported on Schedule J, Part II, column b(iii). part i, line 7 NON-FIXED PAYMENTS JSI RESEARCH & TRAINING INSTITUTE INC. AWARDED BONUSES TO SELECTED STAFF/OFFICERS REPORTED ON THE FORM 990, SCHEDULE J, PART II. ALL BONUSES WERE AWARDED BASED ON PERFORMANCE AND EXCEEDING CERTAIN OBJECTIVE PERFORMANCE METRICS. ALL BONUSES WERE AUTHORIZED BY THE PRESIDENT AND WITHOUT ANY INPUT BY THE INDIVIDUAL THAT RECEIVED THE BONUS.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
Employer identification number

04-2679824
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) JOHN SNOW INCORPORATED President is sole shareholder 8,772,841 SEE PART V   No
(2) MANOFF GROUP INC see part v 1,027,077 SEE PART V   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A)NAME OF INTERESTED PERSON: JOHN SNOW INCORPORATED (JSI) (B)RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MR. JOEL LAMSTEIN, President is the sole shareholder of JSI (C)AMOUNT OF TRANSACTION: $8,772,841 (D)DESCRIPTION OF TRANSACTION: JSI RESEARCH AND TRAINING INSTITUTE, INC AND JSI PURCHASE CONSULTING SERVICES FROM EACH OTHER. DURING THE YEAR, JSI RESEARCH AND TRAINING INSTITUTE, INC. PERFORMED CONSULTING SERVICES (TECHNICAL SUPPORT) FOR JSI TOTALING $8,772,841 AND JSI PERFORMED CONSULTING SERVICES (TECHNICAL SUPPORT) FOR JSI RESEARCH AND TRAINING INSTITUTE, INC. TOTALING $16,704,012. THE TWO COMPANIES ALSO SHARE FACILITIES AND POOL VARIOUS OVERHEAD EXPENSES. FOR THE YEAR ENDED SEPTEMBER 30, 2020, JSI RESEARCH AND TRAINING INSTITUTE, INC. INCURRED $22,899,284 OF OVERHEAD EXPENSES (SUPPORTING SERVICES), OF WHICH, $9,481,343 WAS ITS SHARE OF JSI INCURRED COSTS. JSI RESEARCH AND TRAINING INSTITUTE, INC. IS A CO-BORROWER WITH JSI ON A COMMERCIAL DEMAND LOAN-REVOLVING LINE OF CREDIT WITH AN EXPIRATION DATE OF MAY 31, 2021, WHICH ALLOWS FOR BORROWINGS UP TO $6,500,000. AT SEPTEMBER 30, 2020 THE BALANCE OUTSTANDING WAS $0. (E)SHARING OF ORGANIZATION REVENUES: NO (A)NAME OF INTERESTED PERSON: MANOFF GROUP, INC. (MGI) (B)RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: JOHN SNOW INCORPORATED OWNS 40% OF THIS ORGANIZATION. (C)AMOUNT OF TRANSACTION: $1,027,077 (D)DESCRIPTION OF TRANSACTION: DURING THE YEAR, JSI RESEARCH AND TRAINING INSTITUTE, INC. PURCHASED SERvICES FROM MGI TOTALING $1,027,077. (E)SHARING OF ORGANIZATION REVENUES: NO
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
Employer identification number

04-2679824
Return Reference Explanation
FORM 990, PART V, LINE 4B LIST OF FOREIGN COUNTRIES CONTINUED KENYA KYRGYZ REPUBLIC LESOTHO MADAGASCAR MALAWI MOZAMBIQUE MYANMAR NEPAL NETHERLANDS NIGERIA PAKISTAN SOUTH AFRICA SOUTH SUDAN TANZANIA TIMOR LESTE UGANDA ZAMBIA ZIMBABWE PART VI, LINE 2 BISOLA OJIKUTU, CAROLYN HART, and ALEXANDER K. BAKER have a business relationship with Joel Lamstein. PART VI, LINE 3 THE PRESIDENT AND director of JSI RESEARCH AND TRAINING INSTITUTE, INC. ARE EMPLOYEES OF JOHN SNOW, INC. (JSI) AN S-CORPORATION CONTROLLED BY THE PRESIDENT. THE PRESIDENT AND director ARE PROVIDED TO JSI RESEARCH AND TRAINING INSTITUTE, INC. TO PROVIDE MANAGEMENT SERVICES FOR THE ORGANIZATION. JSI RESEARCH AND TRAINING INSTITUTE, INC. IS CHARGED BY JSI, INC. FOR THE SERVICE THROUGH AN ALLOCATION METHODOLOGY. THE ORGANIZATION MADE A PAYMENT OF $16,704,012 RELATIVE TO SERVICES AND MATERIALS PROVIDED BY JSI. THIS PAYMENT INCLUDES ALLOCATED COMPENSATION FOR MANAGEMENT SERVICES OF: JOEL LAMSTEIN, PRESIDENT - $70,660 ALEXANDER BAKER, CHIEF OPERATING OFFICER - $64,499 Carolyn Hart, VP of International - $92,717 The services of Joanne McDade as an officer manager are also included under the agreement with JSI. Joannes allocated compensation under the agreement is $39,035. FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11B THE FORM 990 WAS PREPARED BY AN ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE full board including the president and the director of finance. EACH individual WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE.
CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL MANAGEMENT AND STAFF TO REVIEW, UNDERSTAND AND REPORT ANY VIOLATIONS OF THE CONFLICT OF INTEREST POLICY.
PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINE 15A AND 15B The organization reviews salary history, biodata, market/industry comparisons and internal equity evaluations. For officers and key employees other than the President, an annual review is performed either by the President or Human Resources. For the President, the compensation is reviewed using comparability data by the Board of Directors and there is substantiation of the deliberation and decision.
HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. OTHER FEES FOR SERVICES BREAKOUT FORM 990, PART IX, LINE 11G PROGRAM SERVICE MGMT/GENERAL CONSULTANT FEES TO JOHN SNOW $17,392,399 OUTSIDE CONSULTANT FEES $1,748,234 $126,413 CONSULTANT FEES TO WEI $2,450 OTHER CONSULTANT FEES $1,516,371 -------------------------- TOTAL $ 20,659,456 $126,413
FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES TOTAL FEES:20785869
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
JSI RESEARCH & TRAINING INSTITUTE INC
 
Employer identification number

04-2679824
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)PARTNERSHIP FOR SUPPLY CHAIN MANAGEMENT
1616 N FORT MEYER DR

ARLINGTON,VA22209
20-3258654 		CONSULTING VA 501(C)(3) line 7 JSI R&T
 
Yes
 
(2)WORLD EDUCATION INC (WEI)
44 FARNSWORTH ST

BOSTON,MA02110
13-1804349 		CONSULTING MA 501(C)(3) line 7 JSI R&T
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) PfSCM

 c 12,541,816 fmv
(2) world education inc

 m 669,119 fmv




Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


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