Civic Intelligence

The American Psychoanalytic

EIN 13-1685533 • 501(c)3 • New York, NY

Profile

The purpose of the association to study and advance psychoanalysis; to advocate and maintain standards for the training of psychoanalysts and for the practice of psychoanalysis; to foster the integration of psychoanalysis with other branches of science and to encourage research in all fields having to do with the scientific knowledge and welfare of man.

122 East 42nd Street 2310New York, NY 10168

www.apsa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.15x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.50x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

21st percentile

-8.8%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

7.6%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,884,218

Up $695,837 (+7.6%) from 2023

Liabilities

Down

$1,436,924

Down $80,854 (-5.3%) from 2023

Net Assets

Up

$8,447,294

Up $776,691 (+10%) from 2023

Revenue

Down

$2,851,824

Down $1,116,352 (-28%) from 2023

Expenses

Down

$3,102,039

Down $102,524 (-3.2%) from 2023

Net Income

Down

-$250,215

Down $1,013,828 (-133%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $4,648,578Liabilities 2011: $1,272,905Net Assets 2011: $3,375,6732011Assets 2012: $5,269,046Liabilities 2012: $1,313,079Net Assets 2012: $3,955,9672012Assets 2013: $5,578,835Liabilities 2013: $1,201,179Net Assets 2013: $4,377,6562013Assets 2014: $6,052,653Liabilities 2014: $1,130,881Net Assets 2014: $4,921,7722014Assets 2015: $6,225,273Liabilities 2015: $1,292,285Net Assets 2015: $4,932,9882015Assets 2016: $6,428,852Liabilities 2016: $1,842,585Net Assets 2016: $4,586,2672016Assets 2017: $6,566,661Liabilities 2017: $2,111,812Net Assets 2017: $4,454,8492017Assets 2018: $6,607,977Liabilities 2018: $1,696,648Net Assets 2018: $4,911,3292018Assets 2019: $6,431,197Liabilities 2019: $1,463,101Net Assets 2019: $4,968,0962019Assets 2020: $6,876,223Liabilities 2020: $1,764,300Net Assets 2020: $5,111,9232020Assets 2021: $8,474,954Liabilities 2021: $1,332,985Net Assets 2021: $7,141,9692021Assets 2022: $7,992,287Liabilities 2022: $1,745,770Net Assets 2022: $6,246,5172022Assets 2023: $9,188,381Liabilities 2023: $1,517,778Net Assets 2023: $7,670,6032023Assets 2024: $9,884,218Liabilities 2024: $1,436,924Net Assets 2024: $8,447,2942024

Highlighted filing

2024

Assets$9,884,218
Liabilities$1,436,924
Net Assets$8,447,294

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,864,697Expenses 2011: $3,211,186Net Income 2011: -$346,4892011Revenue 2012: $3,550,716Expenses 2012: $2,782,745Net Income 2012: $767,9712012Revenue 2013: $2,928,686Expenses 2013: $2,678,914Net Income 2013: $249,7722013Revenue 2014: $3,019,710Expenses 2014: $2,858,803Net Income 2014: $160,9072014Revenue 2015: $3,135,853Expenses 2015: $2,909,173Net Income 2015: $226,6802015Revenue 2016: $3,114,896Expenses 2016: $3,098,128Net Income 2016: $16,7682016Revenue 2017: $3,232,259Expenses 2017: $3,197,471Net Income 2017: $34,7882017Revenue 2018: $3,143,265Expenses 2018: $3,334,748Net Income 2018: -$191,4832018Revenue 2019: $3,056,142Expenses 2019: $3,125,968Net Income 2019: -$69,8262019Revenue 2020: $2,960,332Expenses 2020: $3,013,580Net Income 2020: -$53,2482020Revenue 2021: $3,113,000Expenses 2021: $2,489,006Net Income 2021: $623,9942021Revenue 2022: $4,929,145Expenses 2022: $2,955,694Net Income 2022: $1,973,4512022Revenue 2023: $3,968,176Expenses 2023: $3,204,563Net Income 2023: $763,6132023Revenue 2024: $2,851,824Expenses 2024: $3,102,039Net Income 2024: -$250,2152024

Highlighted filing

2024

Revenue$2,851,824
Expenses$3,102,039
Net Income-$250,215

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.88$1.44$8.45$2.85$3.10$0.25
2023Detailed filing. Detailed filing data is available for this year.$9.19$1.52$7.67$3.97$3.20$0.76
2022Detailed filing. Detailed filing data is available for this year.$7.99$1.75$6.25$4.93$2.96$1.97
2021Detailed filing. Detailed filing data is available for this year.$8.47$1.33$7.14$3.11$2.49$0.62
2020Detailed filing. Detailed filing data is available for this year.$6.88$1.76$5.11$2.96$3.01$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.43$1.46$4.97$3.06$3.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$6.61$1.70$4.91$3.14$3.33$0.19
2017Detailed filing. Detailed filing data is available for this year.$6.57$2.11$4.45$3.23$3.20$0.03
2016Detailed filing. Detailed filing data is available for this year.$6.43$1.84$4.59$3.11$3.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$6.23$1.29$4.93$3.14$2.91$0.23
2014Summary only. Only limited summary data is available for this year.$6.05$1.13$4.92$3.02$2.86$0.16
2013Summary only. Only limited summary data is available for this year.$5.58$1.20$4.38$2.93$2.68$0.25
2012Summary only. Only limited summary data is available for this year.$5.27$1.31$3.96$3.55$2.78$0.77
2011Summary only. Only limited summary data is available for this year.$4.65$1.27$3.38$2.86$3.21$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 11, 2025
Return Version
2023v6.0
Gross Receipts
$3,345,908
Mission and Program Overview

Mission

The purpose of the association to study and advance psychoanalysis; to advocate and maintain standards for the training of psychoanalysts and for the practice of psychoanalysis; to foster the integration of psychoanalysis with other branches of science and to encourage research in all fields having to do with the scientific knowledge and welfare of man.

Apsaa has a vibrant & innovative program for the mental health profession & the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,172,127$7,989,685▲ $817,558
Pledges and Grants Receivable$304,000$381,000▲ $77,000
Savings and Temporary Cash Investments$178,003$278,833▲ $100,830
Land, Buildings, and Equipment, Net$128,231$118,990▼ $9,241
Prepaid Expenses and Deferred Charges$209,121$108,444▼ $100,677
Other Notes and Loans Receivable, Net$46,506$51,159▲ $4,653
Accounts Receivable$135,836$40,591▼ $95,245
Cash and Non-Interest-Bearing Accounts$8,795$4,935▼ $3,860
Total Assets$9,188,381$9,884,218▲ $695,837
Other Assets Total$1,005,762$910,581▼ $95,181
Liabilities
Other Liabilities$938,326$868,476▼ $69,850
Deferred Revenue$370,917$390,601▲ $19,684
Accounts Payable and Accrued Expenses$208,535$177,847▼ $30,688
Total Liabilities$1,517,778$1,436,924▼ $80,854
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,989,080$7,735,966▲ $746,886
Net Assets With Donor Restrictions$681,523$711,328▲ $29,805
Total Net Assets Fund Balance$7,670,603$8,447,294▲ $776,691
Total Liabilities and Net Assets / Fund Balance$9,188,381$9,884,218▲ $695,837

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$75,196$206,688$281,884
Equipment$43,794$42,871$86,665
Other Assets Org$813,530--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$271,771-▲ $31,690$11,885$291,576
2022$256,476-▲ $15,295-$271,771
2021$288,859-▼ $32,383-$256,476
2020$255,950-▲ $32,909-$288,859
2019$252,308-▲ $16,156$12,514$255,950
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom NewmanExecutive DirectorFT$217,659$54,223$271,882
Carolyn M GattoMeeting DirectorFT$141,795$27,012$168,807
Daniel W Prezant MdPresidentPT$16,250-$16,250
Kerry J Sulkowicz MdEx Officio MemberPT$12,500-$12,500
Jeffrey Taxman MdEx Officio MemberPT$3,750-$3,750
Bonnie J Buchele PhdPresident ElectPT$2,500-$2,500
Julio G Calderon MdTreasurerPT$2,500-$2,500

Board Members and Trustees

NameTitle
April CrofutCandidate Director-at-large
Irira ButcherCandidate Director-at-large
Alberto M Varela MdDirector
Arthur Lew MdDirector
Carrie AtikuneDirector
David E Cooper PhdDirector
David Moore PhdDirector
Deana SchuplinDirector
Debra a Katz MdDirector
Elise W Snyder MdDirector
Gennifer Lane BriggsDirector
Irene Cairo MdDirector
J Andrew Van SlykeDirector
Jesus Gonzales-monrealDirector
Jonathan WeissDirector
Judith P Kane MdDirector
Karen Liput LcswDirector
Kathleen Reicker LcswDirector
Kelly Shanks Lippman Med LmhcDirector
Kenneth Winarick PhdDirector
Kerry Kelly NovickDirector
Larry MortazaviDirector
Laura Steinberg MdDirector
Luke Hadge PhdDirector
Lynn StormonDirector
M Jane Yates PhdDirector
Marsha RobertsonDirector
Maxine Fenton Gann PhdDirector
Phyllis Cath MdDirector
R Dennis Shelby PhdDirector
Richard Gottlieb Md PhdDirector
Rod DavidsonDirector
Seth Aronson PsydDirector
Susan P Sherkow MdDirector
Thomas Campbell MdDirector
Valerie Laabs-siemon MsDirector
Alan SugarmanDirector-at-large
Jack Drescher MdDirector-at-large
Linda L MichaelsDirector-at-large
Lyn Yonack MswDirector-at-large
Neal Spira MdDirector-at-large
Sandra C WalkerDirector-at-large
Susan D KolodDirector-at-large
Timothy H Rayner MdDirector-at-large
Jeff Tuttle MdExecutive Committee Director
Paula J MoreciExecutive Committee Director
Sally Rosenberg DoExecutive Committee Director
Sarah L LuskExecutive Committee Director
Ralph E Fishkin DoEx Officio Member
William GloverEx Officio Member
Sandra J LandenExecutive Committee Direct
Caroline Sehon MdSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,573,621
Program Service Revenue
$975,682
Investment Income
$289,733
Other Revenue
$12,788
All Other Contributions
$537,063
Change in Net Assets
$-250,215

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,851,824
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,026,906
Total Revenue per Audited Statements
$3,878,730
Total Revenue per Form 990
$2,851,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,523,036
Other Expenses$1,427,860
Grants and Similar Amounts Paid$151,143
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$605,006$308,175-$913,181
Current Officers, Directors, Trustees, and Key Employees$250,324$78,759-$329,083
Fees for Services Other$144,357$95,708-$240,065
Conferences and Meetings$147,353$4,078-$151,431
Other Employee Benefits$97,400$45,167-$142,567
Occupancy$68,458$53,360-$121,818
Grants to Domestic Orgs$115,343--$115,343
Travel$97,887--$97,887
Payroll Taxes$63,469$28,820-$92,289
Other Expenses$45,696$34,935-$80,631
Office Expenses$15,382$61,386-$76,768
All Other Expenses$4,000$65,259-$69,259
Pension Plan Contributions$31,227$14,689-$45,916
Depreciation Depletion$24,444$20,000-$44,444
Insurance-$37,364-$37,364
Fees for Services Accounting-$31,175-$31,175
Grants to Domestic Individuals$29,200--$29,200
Fees for Services Legal$8,125$540-$8,665
Foreign Grants$6,600--$6,600
Advertising$2,863$599-$3,462
Total Functional Expenses$2,108,213$993,826$0$3,102,039

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,102,039
Total Expenses per Audited Statements$3,102,039
Total Expenses per Form 990$3,102,039
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Albert Einstein College of Medicine Barbara Milrod MdBronx, NY501(c)(3)Trauma Focused Psychodynamic Psychotherapy in People Living With Hiv (supplement)$20,000
Psychoanalytic Research Consortium Inc Sherwood Waldron MdVirginia Beach, VA501(c)(3)De-identification of Transcripts of Psychoanalysis and Therapies$20,000
Research Foundation of Cuny Eric Fertuck PhdNew York, NY501(c)(3)IMPACT OF TRANSFERENCE FOCUSED PSYCHOTHERAPY ON PATHOLOGICAL NARCISSIM: THE VALIDITY OF ATTACHMENT DIMENSIONS AS PROXIES FOR STRUCTURAL PERSONALITY CHANGE$17,700
University of Detroit Mercy John H Porcerelli Phd AbppDetroit, MI501(c)(3)DOES PERSONALITY ORGANIZATION AND TRAITS PREDICT THERAPIST COUNTER-TRANSFERENCE AT THE 6TH MONTH OF PSYCHODYNAMIC PSYCHOTHERAPY?$15,363
Washington Baltimore Center for Psychoanalysis IncWashington, DC501(c)(3)General Purpose Grant$7,500

International Summary

Offices
0
Employees
0
Spending
$6,600

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Middle East and North AfricaGrants to Recipients Located in Region-00$6,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Obligation$868,476
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The american psychoanalytic association is committed to being a professional membership organization for psychoanalysts, psychoanalytic psychotherapists, academics, researchers, students, and other interested people - all whose work is profoundly informed by psychoanalytic theory and values, and to support their education and continuing professional development. There shall be three classes of membership: clinical members psychoanalyst member (active members) senior member (senior members) psychoanalyst-in-training member (candidates members) life members psychotherapist member (psychotherapist associates) psychotherapist-in-training member (psychotherapist associate trainee) academic members academic member (academic associates) academic-in-training member (academic associates candidates) researcher member (research associates) community members community member student member (student/resident associates) honorary member each class of membership, with the exception of the class of community members (includes honorary members, student members and community members), has voting rights and has one vote at each meeting of members.

Form 990, Part VI, Section A, Line 7A

Any member eligible to vote may elect one or more members of the governing body. The positions that members elect include president-elect, secretary, treasurer, and councilor-at-large.

Form 990, Part VI, Section A, Line 7B

All decisions of the governing body (the executive council) are presented to the meeting of members for ratification.

Form 990, Part VI, Section B, Line 11B

The association's form 990 is reviewed by the association's president and/or treasurer prior to filing.

Form 990, Part VI, Section B, Line 12C

On an annual basis, all board members are provided with a copy of the conflict of interest policy and are required to complete and sign a acknowledgment and disclosure form. All completed forms are provided to and reviewed by the apsaa committee on council. Any potential conflict of interest which could result in a direct or indirect financial or personal benefit to a director, officer, or staff member must be disclosed in good faith to the board of directors or committee authorizing a contract or other transaction. The interested individual may participate in the information-gathering stage of the board of directors, or committees, discussion but will retire from the room in which the board of directors or committee is meeting and will not participate in the final deliberation or decision regarding such contract or other transaction. The interested individual may not vote on such contract or other transaction. Interested directors may be counted in determining the presence of a quorum at the meeting of the board of directors or of a committee which authorizes the contract or other transaction. The minutes of the meeting of the board of directors or committee will reflect: (a) that the conflict of interest was disclosed; (b) that the interested director, officer, or staff member was not present during the final discussion or vote of the board of directors or committee; and (c) that the interested individual abstained from voting. All questions as to whether a conflict of interest exists will be resolved by a vote of the board of directors in which the interested individual may not vote.

Form 990, Part VI, Section B, Line 15

The organization's executive committee reviews comparable salary surveys. The organization's board of directors reviews officer compensation rates in comparable organizations.

Form 990, Part VI, Section C, Line 19

They are available on the organization's website.

Filing and Contact Details

Filer

Filer Name
The American Psychoanalytic
EIN
13-1685533
Phone
2127520450
Address
122 EAST 42ND STREET 2310, NEW YORK, NY 10168

Signing Officer

Name
Thomas Newman
Title
Executive Director
Phone
2127520450
Signed
2025-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Newman
Formed
1911
Legal Domicile
Ny
Voting Board Members
56
Independent Board Members
54
Employees
13
Volunteers
54

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Jennifer Coates
Phone
2126972299
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Income related to pension plan termination 50,677.

Financial Statement Notes

PART V, LINE 4:

Earnings from the endowment fund are used to award the annual ticho prize.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Pension related changes other than periodic pension costs 50,677.

Raw XML AppendixShowing 400 of 1,068 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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