Civic Intelligence

Access Institute for Psychological Services

990 • Fiscal year 2016 • EIN 01-0595862

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 31, 2016

110 Gough StreetSan Francisco, CA 94102

(415) 861-5449

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$70,242

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

88th percentile

42%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$375,945

Up $111,861 (+42%) from 2015

Net Assets

Up

$368,474

Up $106,238 (+41%) from 2015

Liabilities

Up

$7,471

Up $5,623 (+304%) from 2015

Revenue

Up

$947,651

Up $121,325 (+15%) from 2015

Expenses

Up

$841,413

Up $49,009 (+6.2%) from 2015

Net Income

Up

$106,238

Up $72,316 (+213%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $128,353Liabilities 2011: $5,678Net Assets 2011: $122,6752011Assets 2012: $246,309Liabilities 2012: $5,557Net Assets 2012: $240,7522012Assets 2013: $182,930Liabilities 2013: $28,852Net Assets 2013: $154,0782013Assets 2014: $230,919Liabilities 2014: $2,605Net Assets 2014: $228,3142014Assets 2015: $264,084Liabilities 2015: $1,848Net Assets 2015: $262,2362015Assets 2016: $375,945Liabilities 2016: $7,471Net Assets 2016: $368,4742016Assets 2017: $336,545Liabilities 2017: $18,869Net Assets 2017: $317,6762017Assets 2018: $338,408Liabilities 2018: $14,322Net Assets 2018: $324,0862018Assets 2019: $415,621Liabilities 2019: $54,378Net Assets 2019: $361,2432019Assets 2020: $671,549Liabilities 2020: $261,799Net Assets 2020: $409,7502020Assets 2021: $628,119Liabilities 2021: $303,258Net Assets 2021: $324,8612021Assets 2022: $554,024Liabilities 2022: $153,886Net Assets 2022: $400,1382022Assets 2023: $1,159,999Liabilities 2023: $738,923Net Assets 2023: $421,0762023Assets 2024: $1,356,660Liabilities 2024: $801,069Net Assets 2024: $555,5912024

Highlighted filing

2016

Assets$375,945
Liabilities$7,471
Net Assets$368,474

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $608,708Expenses 2011: $601,674Net Income 2011: $7,0342011Expenses 2012: $563,8472012Revenue 2013: $568,725Expenses 2013: $655,399Net Income 2013: -$86,6742013Revenue 2014: $731,729Expenses 2014: $657,493Net Income 2014: $74,2362014Revenue 2015: $826,326Expenses 2015: $792,404Net Income 2015: $33,9222015Revenue 2016: $947,651Expenses 2016: $841,413Net Income 2016: $106,2382016Revenue 2017: $1,007,243Expenses 2017: $1,058,041Net Income 2017: -$50,7982017Revenue 2018: $1,182,416Expenses 2018: $1,176,006Net Income 2018: $6,4102018Revenue 2019: $1,426,341Expenses 2019: $1,389,184Net Income 2019: $37,1572019Revenue 2020: $1,621,175Expenses 2020: $1,572,668Net Income 2020: $48,5072020Revenue 2021: $1,689,442Expenses 2021: $1,774,331Net Income 2021: -$84,8892021Revenue 2022: $1,873,655Expenses 2022: $1,798,378Net Income 2022: $75,2772022Revenue 2023: $1,856,346Expenses 2023: $1,953,278Net Income 2023: -$96,9322023Revenue 2024: $2,147,322Expenses 2024: $2,014,702Net Income 2024: $132,6202024

Highlighted filing

2016

Revenue$947,651
Expenses$841,413
Net Income$106,238
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.0
Gross Receipts
$976,868
Mission and Program Overview

Mission

Access Institute is a community-based non-profit that exists to serve people who want and need psychological support, but who aren't able to access it for any number of reasons.We offer low and no-fee psychological services to the people in our community who fall through the cracks. We train the next generation of mental health professionals with a psychoanalytic and community-service focus.Access Institute is based on a model of compassion and continuity, for our patients, our intern therapists, our community-partners and professionals. This vibrant ecosystem makes it possible for more and more people in San Francisco to get and give mental health support to those who need it the most.

Providing subsidized mental health services to low income and uninsured San Francisco Bay Area residents

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$225,339$246,111▲ $20,772
Accounts Receivable$7,939$73,504▲ $65,565
Prepaid Expenses and Deferred Charges$8,911$19,246▲ $10,335
Land, Buildings, and Equipment, Net$5,295$12,984▲ $7,689
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$264,084$375,945▲ $111,861
Other Assets Total$16,600$24,100▲ $7,500
Liabilities
Accounts Payable and Accrued Expenses$1,848$7,471▲ $5,623
Total Liabilities$1,848$7,471▲ $5,623
Net Assets / Fund Balance
Unrestricted Net Assets$223,414$323,691▲ $100,277
Temporarily Rstr Net Assets$38,822$44,783▲ $5,961
Total Net Assets Fund Balance$262,236$368,474▲ $106,238
Total Liabilities and Net Assets / Fund Balance$264,084$375,945▲ $111,861

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,984$31,941$44,925
Other Assets Org$24,100--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bart MageeExecutive DirectorPT$61,550$8,692$70,242

Board Members and Trustees

NameTitle
Stephen SabinPresident
David BlazevichVice President
Andrew GoldfarbDirector
Connie CormierDirector
Eve KupfermanDirector
Kimberly TaberDirector
Louise BrodieDirector
Stephen BestDirector
Stephen HartmanDirector
Carrie EvendenSecretary
Nancy KokoljTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$674,270
Program Service Revenue
$295,880
Investment Income
$233
Other Revenue
$-22,732
All Other Contributions
$436,280
Change in Net Assets
$106,238

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table69$67,421Fair Market Value (FMV)
Securities Publicly Traded2$10,272Statement
Total Noncash Contributions71$77,693-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$577,442
Other Expenses$263,971
Total Fundraising Expense$179,838
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$263,739$62,677$117,836$444,252
Occupancy$129,793$7,630$10,681$148,104
Current Officers, Directors, Trustees, and Key Employees$65,861$3,743$5,238$74,842
Payroll Taxes$32,965$5,993$10,987$49,945
Office Expenses$22,863$692$16,444$39,999
Fees for Services Other$22,432$384$788$23,604
Other Employee Benefits$4,429$1,246$2,728$8,403
Insurance$8,392--$8,392
Advertising--$7,806$7,806
Information Technology$3,967$225$431$4,623
Depreciation Depletion$3,924$223$312$4,459
Other Expenses$1,988$4,455$4,678$4,455
Travel$1,592$47$1,165$2,804
Fees for Services Accounting-$1,800-$1,800
Conferences and Meetings$700$10$144$854
Interest-$29-$29
Total Functional Expenses$562,906$98,669$179,838$841,413
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,217
Fundraising Gross Income$5,145
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spectrum 2015$243,135$5,145$8,637$-3,492
Total Events$243,135$5,145$29,217$-24,072
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Board members are presented with 990 at Board meeting for review

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

At annual Board meeting disclosure forms are distributed and signed by Board members

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Executive Committee conducted a salary survey of comparable organizations and presented their findings and determination to the Board for approval.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All documents are available upon request

Filing and Contact Details

Filer

Filer Name
Access Institute for Psychological
EIN
01-0595862
Phone
4158615449
Address
110 Gough Street, San Francisco, CA 94102

Signing Officer

Name
Bart Magee
Title
Executive Director
Signed
2016-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bart Magee
Formed
2002
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
37
Volunteers
100

Preparer

Firm
Crosby & Kaneda CPAs
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
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IRS990/InterestGrp/TotalAmt029
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Access Institute is a community-based non-profit that exists to serve people who want and need psychological support, but who arent able to access it for any number of reasons.We offer low and no-fee psychological services to the people in our community who fall through the cracks. We train the next generation of mental health professionals with a psychoanalytic and community-service focus.Access Institute is based on a model of compassion and continuity, for our patients, our intern therapists, our community-partners and professionals. This vibrant ecosystem makes it possible for more and more people in San Francisco to get and give mental health support to those who need it the most.
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IRS990/OccupancyGrp/TotalAmt0148104
IRS990/OfficeExpensesGrp/FundraisingAmt016444
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0692
IRS990/OfficeExpensesGrp/ProgramServicesAmt022863
IRS990/OfficeExpensesGrp/TotalAmt039999
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt08403
IRS990/OtherExpensesGrp/Desc0Dues, taxes, fees
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Bad debt
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1250
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062677
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0444252
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IRS990/PayrollTaxesGrp/FundraisingAmt010987
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Milton Marks Family Camp provides respite, connection and community for 10-15 families coping with a parent's brain tumor, through an annual weekend of art, song and healing in beautiful Sonoma county.
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IRS990/PYProgramServiceRevenueAmt0309250
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IRS990/PYSalariesCompEmpBnftPaidAmt0553661
IRS990/PYTotalExpensesAmt0792404
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RevenueAmt0295880
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleA/HospitalInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt012984
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031941
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044925
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt024100
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012984
IRS990ScheduleD/TotalBookValueOtherAssetsAmt024100
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0237990
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0237990
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029217
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spectrum 2015
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt015687
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0243135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0243135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05145
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-24072
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08637
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08637
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04893
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04893
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IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt069

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.80$0.56$2.15$2.01$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.74$0.42$1.86$1.95$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.15$0.40$1.87$1.80$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.30$0.32$1.69$1.77$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.26$0.41$1.62$1.57$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.05$0.36$1.43$1.39$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.32$1.18$1.18$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.02$0.32$1.01$1.06$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.95$0.84$0.11
2015Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.83$0.79$0.03
2014Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$0.73$0.66$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.03$0.15$0.57$0.66$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.01$0.24$0.56
2011Summary only. Only limited summary data is available for this year.$0.13$0.01$0.12$0.61$0.60$0.01