Civic Intelligence

The American Psychoanalytic Association Inc

990 • Fiscal year 2015 • EIN 13-1685533

Sep 01, 2014 to Aug 31, 2015 • Filed on Jun 22, 2016

309 East 49th StreetNew York, NY 10017-1636

(212) 752-0450

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.21x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.41x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

63rd percentile

7.2%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

85th percentile

$256,095

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

58th percentile

2.9%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

3.8%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$6,225,273

Up $172,620 (+2.9%) from 2014

Net Assets

Up

$4,932,988

Up $11,216 (+0.2%) from 2014

Liabilities

Up

$1,292,285

Up $161,404 (+14%) from 2014

Revenue

Up

$3,135,853

Up $116,143 (+3.8%) from 2014

Expenses

Up

$2,909,173

Up $50,370 (+1.8%) from 2014

Net Income

Up

$226,680

Up $65,773 (+41%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$6,225,273
Liabilities$1,292,285
Net Assets$4,932,988

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$3,135,853
Expenses$2,909,173
Net Income$226,680
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jun 22, 2016
Return Version
2014v6.0
Gross Receipts
$5,167,692
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$4,426,486$4,477,157▲ $50,671
Savings and Temporary Cash Investments$1,084,211$1,356,314▲ $272,103
Land, Buildings, and Equipment, Net$217,640$154,510▼ $63,130
Other Notes and Loans Receivable, Net$116,649$117,954▲ $1,305
Prepaid Expenses and Deferred Charges$87,789$43,293▼ $44,496
Cash and Non-Interest-Bearing Accounts$67,185$28,026▼ $39,159
Accounts Receivable$48,720$27,434▼ $21,286
Total Assets$6,052,653$6,225,273▲ $172,620
Other Assets Total$3,973$20,585▲ $16,612
Liabilities
Other Liabilities$593,683$677,617▲ $83,934
Deferred Revenue$454,379$449,580▼ $4,799
Accounts Payable and Accrued Expenses$82,819$165,088▲ $82,269
Total Liabilities$1,130,881$1,292,285▲ $161,404
Net Assets / Fund Balance
Unrestricted Net Assets$4,140,900$4,083,023▼ $57,877
Temporarily Rstr Net Assets$640,872$654,965▲ $14,093
Permanently Rstr Net Assets$140,000$195,000▲ $55,000
Total Net Assets Fund Balance$4,921,772$4,932,988▲ $11,216
Total Liabilities and Net Assets / Fund Balance$6,052,653$6,225,273▲ $172,620

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$689,328$689,328
Leasehold Improvements$43,581$422,959$466,540
Equipment$74,481$119,196$193,677
Other Land Buildings$36,448$23,490$59,938

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$155,478$55,000▼ $1,003-$209,475
2013$93,677$50,000▲ $11,801-$155,478
2012$60,038$30,000▲ $3,639-$93,677
2011$10,007$50,000▲ $31-$60,038
2010-$10,000▲ $7-$10,007
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dean K SteinExecutive DirectorFT$206,512$49,583$256,095
Carolyn M GattoMeeting DirectorFT$120,146$33,214$153,360
Mark D Smaller PhdPresident-electPT$16,250-$16,250
Lee I Ascherman MdEx Officio MemberPT$15,000-$15,000
Robert L Pyles MdEx Officio MemberPT$12,500-$12,500
Harriet Wolfe MdPresident-electPT$3,750-$3,750
Ralph E Fishkin DoSecretaryPT$2,500-$2,500
William a Myerson PhdTreasurerPT$2,500-$2,500

Highest Paid Contractors

ContractorServicesLocationCompensation
Power Pyles Sutter & VervilleGovernment Relations1875 EYE STREET NW, Washington, DC 20006$111,656
Sage Publications INCPublishingPO BOX 5084, Thousand Oaks, CA 91359$104,152
Revenue and Support

Revenue Composition

Contributions and Grants
$1,733,723
Program Service Revenue
$1,265,404
Investment Income
$119,753
Other Revenue
$16,973
All Other Contributions
$580,680
Change in Net Assets
$226,680

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,108,890
Revenue Not Reported on Financial Statements
$26,963
Revenue Not Reported on Form 990
$-215,464
Total Revenue per Audited Statements
$2,893,426
Total Revenue per Form 990
$3,135,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,446,068
Other Expenses$1,428,080
Grants and Similar Amounts Paid$35,025
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$456,596$299,811-$756,407
Current Officers, Directors, Trustees, and Key Employees$245,821$78,962-$324,783
Travel$317,780$484-$318,264
Fees for Services Other$167,241$57,320-$224,561
Other Employee Benefits$83,454$80,273-$163,727
Conferences and Meetings$147,062--$147,062
Office Expenses$48,504$97,976-$146,480
Pension Plan Contributions$61,561$60,300-$121,861
Occupancy$25,943$87,088-$113,031
Fees for Services Lobbying$101,841$2,071-$103,912
Depreciation Depletion$7,392$75,177-$82,569
Payroll Taxes$42,687$36,603-$79,290
Grants to Domestic Individuals$33,525--$33,525
Fees for Service Investment Mgmnt Fees-$26,963-$26,963
Insurance-$26,611-$26,611
Fees for Services Accounting-$25,335-$25,335
Fees for Services Legal$9,078$2,455-$11,533
Other Expenses$1,022$7,793-$8,815
Advertising$1,146$1,199-$2,345
Foreign Grants$1,500--$1,500
Total Functional Expenses$1,923,339$985,834$0$2,909,173

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,909,173
Expenses per Audited Statements$2,882,210
Total Expenses per Audited Statements$2,882,210
Expenses Not Reported on Financial Statements$26,963
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
James Pyles Esq-partner in PowersBrother of Robert Pyles, M.d., Board of Director of the OrganizationLegislative CounselNo$103,912
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pension Expense$677,617
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
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 a national professional membership organization for psychoanalysts which comprise five classes of membership and two classes of affiliated members: -active members -senior members -candidates members -life members -honorary members -academic associates -academic associate candidates each class of membership, with the exception of honorary members, academic associates and academic associate candidates, 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 11

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 Association Inc
EIN
13-1685533
Phone
2127520450
Address
309 EAST 49TH STREET, NEW YORK, NY 10017-1636

Signing Officer

Name
Dean K Stein
Title
Executive Director
Phone
2127520450
Signed
2016-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean K Stein
Formed
1911
Legal Domicile
Ny
Voting Board Members
52
Independent Board Members
49
Employees
13
Volunteers
46

Preparer

Firm
Lutz and Carr Cpas Llp
Address
300 EAST 42ND STREET, NEW YORK, NY 10017
Preparer
Frederick Martens
Phone
2126972299
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Pension related changes other than periodic pension costs -95,598.

Financial Statement Notes

PART V, LINE 4:

Earnings from the endowment funds is to award the annual ticho prize.

PART X, LINE 2:

Management has evaluated all income tax positions and concluded that no disclosure relating to uncertain tax positions are required in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Pension related changes other than periodic pension costs -95,598.

Raw XML AppendixShowing 400 of 970 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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IRS990/Form990PartVIISectionAGrp/PersonNm5WARREN R PROCCI MD
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT L PYLES MD
IRS990/Form990PartVIISectionAGrp/PersonNm7BETH J SEELIG MD
IRS990/Form990PartVIISectionAGrp/PersonNm8NORMAN A CLEMENS MD
IRS990/Form990PartVIISectionAGrp/PersonNm9HERBERT S GROSS MD
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL J GUNDLE MD
IRS990/Form990PartVIISectionAGrp/PersonNm11JONATHAN HOUSE MD
IRS990/Form990PartVIISectionAGrp/PersonNm12LEE JAFFE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm13KERRY KELLY NOVICK
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT A PAUL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFFREY K SEITELMAN MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm16JULES KERMAN MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm17M JANE YATES PHD
IRS990/Form990PartVIISectionAGrp/PersonNm18JOANN PONDER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm19JENNIFER BABCOCK PSYD
IRS990/Form990PartVIISectionAGrp/PersonNm20ROBIN JOY RENDERS PHD
IRS990/Form990PartVIISectionAGrp/PersonNm21MICHAEL DVORKIN EDD
IRS990/Form990PartVIISectionAGrp/PersonNm22ELLEN ROSENBERG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm23PETER KOTCHER MD
IRS990/Form990PartVIISectionAGrp/PersonNm24RICHARD LIGHTBODY MD
IRS990/Form990PartVIISectionAGrp/PersonNm25MARC LITLE MD
IRS990/Form990PartVIISectionAGrp/PersonNm26MARGUERITE STEWART PSYD
IRS990/Form990PartVIISectionAGrp/PersonNm27JULIO CALDERON MD
IRS990/Form990PartVIISectionAGrp/PersonNm28BONNIE J BUCHELE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm29RANDALL MATTHEWS MD
IRS990/Form990PartVIISectionAGrp/PersonNm30SALLY ROSENBERG DO
IRS990/Form990PartVIISectionAGrp/PersonNm31MARGARET FULTON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm32JEFFREY PRAGER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm33ARNOLD WILSON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm34MAXINE FENTON GANN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm35DAVID MOORE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm36KELLY REAMS LCSW
IRS990/Form990PartVIISectionAGrp/PersonNm37LAURIE W RAYMOND MD
IRS990/Form990PartVIISectionAGrp/PersonNm38STUART D HIRSCH MD
IRS990/Form990PartVIISectionAGrp/PersonNm39LUBA KESSLER MD
IRS990/Form990PartVIISectionAGrp/PersonNm40EDWARD HICKS MD
IRS990/Form990PartVIISectionAGrp/PersonNm41THOMAS W CAMPBELL MD
IRS990/Form990PartVIISectionAGrp/PersonNm42JOANNE CALLAN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm43GARY GROSSMAN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm44SANDRA WALKER MD
IRS990/Form990PartVIISectionAGrp/PersonNm45SYDNEY ARKOWITZ PHD
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IRS990/Form990PartVIISectionAGrp/PersonNm49RACHEL BERGERON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm50IRA MOSES PHD
IRS990/Form990PartVIISectionAGrp/PersonNm51VIRGINIA LINABURY MD
IRS990/Form990PartVIISectionAGrp/PersonNm52DEAN K STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm53CAROLYN M GATTO
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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