TY 2020 Form 990 Schedule O

Instrumentl eFile RenderObject ID: 202222279349304667 - Rendered 2024-05-09 TIN: 04-2679824

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.
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Attach to Form 990 or 990-EZ.
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Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

JSI RESEARCH & TRAINING INSTITUTE INC

Employer identification number

04-2679824

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 2	BISOLA OJIKUTU, CAROLYN HART, AND ALEXANDER K. BAKER HAVE A BUSINESS RELATIONSHIP WITH JOEL LAMSTEIN.
FORM 990, PART VI, SECTION A, 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 $22,395,454 RELATIVE TO SERVICES AND MATERIALS PROVIDED BY JSI. THIS PAYMENT INCLUDES ALLOCATED COMPENSATION FOR MANAGEMENT SERVICES OF: JOEL LAMSTEIN, PRESIDENT - $66,699 ALEXANDER BAKER, CHIEF OPERATING OFFICER - $91,806 CAROLYN HART, VP OF INTERNATIONAL - $51,132 THE SERVICES OF JOANNE MCDADE AS AN OFFICER MANAGER ARE ALSO INCLUDED UNDER THE AGREEMENT WITH JSI. JOANNE'S ALLOCATED COMPENSATION UNDER THE AGREEMENT IS $52,502.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS 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.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ORGANIZATION REQUIRES ALL MANAGEMENT AND STAFF TO REVIEW, UNDERSTAND AND REPORT ANY VIOLATIONS OF THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15A	PROCESS FOR DETERMINING COMPENSATION 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.
FORM 990, PART VI, SECTION C, LINE 19	HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G	JSI CONSULTANT FEES: PROGRAM SERVICE EXPENSES 18,511,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,511,741. OTHER FEES: PROGRAM SERVICE EXPENSES 4,494,111. MANAGEMENT AND GENERAL EXPENSES 301,216. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,795,327.

Return Reference

Explanation

FORM 990, PART VI, SECTION A, LINE 2

BISOLA OJIKUTU, CAROLYN HART, AND ALEXANDER K. BAKER HAVE A BUSINESS RELATIONSHIP WITH JOEL LAMSTEIN.

FORM 990, PART VI, SECTION A, 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 $22,395,454 RELATIVE TO SERVICES AND MATERIALS PROVIDED BY JSI. THIS PAYMENT INCLUDES ALLOCATED COMPENSATION FOR MANAGEMENT SERVICES OF: JOEL LAMSTEIN, PRESIDENT - $66,699 ALEXANDER BAKER, CHIEF OPERATING OFFICER - $91,806 CAROLYN HART, VP OF INTERNATIONAL - $51,132 THE SERVICES OF JOANNE MCDADE AS AN OFFICER MANAGER ARE ALSO INCLUDED UNDER THE AGREEMENT WITH JSI. JOANNE'S ALLOCATED COMPENSATION UNDER THE AGREEMENT IS $52,502.

FORM 990, PART VI, SECTION B, LINE 11B

FORM 990 REVIEW PROCESS 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.

FORM 990, PART VI, SECTION B, LINE 12C

CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ORGANIZATION REQUIRES ALL MANAGEMENT AND STAFF TO REVIEW, UNDERSTAND AND REPORT ANY VIOLATIONS OF THE CONFLICT OF INTEREST POLICY.

FORM 990, PART VI, SECTION B, LINE 15A

PROCESS FOR DETERMINING COMPENSATION 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.

FORM 990, PART VI, SECTION C, LINE 19

HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

FORM 990, PART IX, LINE 11G

JSI CONSULTANT FEES: PROGRAM SERVICE EXPENSES 18,511,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,511,741. OTHER FEES: PROGRAM SERVICE EXPENSES 4,494,111. MANAGEMENT AND GENERAL EXPENSES 301,216. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,795,327.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

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