Civic Intelligence

The American Psychoanalytic Association Inc

990 • Fiscal year 2016 • EIN 13-1685533

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 10, 2017

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

60th percentile

0.29x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.59x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

43rd percentile

0.5%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$268,678

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-0.7%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$6,428,852

Up $203,579 (+3.3%) from 2015

Net Assets

Down

$4,586,267

Down $346,721 (-7.0%) from 2015

Liabilities

Up

$1,842,585

Up $550,300 (+43%) from 2015

Revenue

Down

$3,114,896

Down $20,957 (-0.7%) from 2015

Expenses

Up

$3,098,128

Up $188,955 (+6.5%) from 2015

Net Income

Down

$16,768

Down $209,912 (-93%) from 2015

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

2016

Assets$6,428,852
Liabilities$1,842,585
Net Assets$4,586,267

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

2016

Revenue$3,114,896
Expenses$3,098,128
Net Income$16,768
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 10, 2017
Return Version
2015v3.0
Gross Receipts
$4,975,222
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$4,477,157$4,822,118▲ $344,961
Savings and Temporary Cash Investments$1,356,314$1,201,534▼ $154,780
Other Notes and Loans Receivable, Net$117,954$118,809▲ $855
Land, Buildings, and Equipment, Net$154,510$108,641▼ $45,869
Cash and Non-Interest-Bearing Accounts$28,026$83,442▲ $55,416
Prepaid Expenses and Deferred Charges$43,293$46,801▲ $3,508
Accounts Receivable$27,434$36,774▲ $9,340
Total Assets$6,225,273$6,428,852▲ $203,579
Other Assets Total$20,585$10,733▼ $9,852
Liabilities
Other Liabilities$677,617$1,229,351▲ $551,734
Deferred Revenue$449,580$437,848▼ $11,732
Accounts Payable and Accrued Expenses$165,088$175,386▲ $10,298
Total Liabilities$1,292,285$1,842,585▲ $550,300
Net Assets / Fund Balance
Unrestricted Net Assets$4,083,023$3,738,733▼ $344,290
Temporarily Rstr Net Assets$654,965$647,534▼ $7,431
Permanently Rstr Net Assets$195,000$200,000▲ $5,000
Total Net Assets Fund Balance$4,932,988$4,586,267▼ $346,721
Total Liabilities and Net Assets / Fund Balance$6,225,273$6,428,852▲ $203,579

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$689,328$689,328
Leasehold Improvements$41,607$424,933$466,540
Equipment$50,913$162,202$213,115
Other Land Buildings$16,121$35,619$51,740

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$209,475$5,000▲ $14,132-$228,607
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dean K SteinExecutive DirectorFT$212,281$56,397$268,678
Carolyn M GattoMeeting DirectorFT$123,809$32,891$156,700
Mark D Smaller MdEx Officio MemberPT$25,000-$25,000
Lee I Ascherman MdCouncilorPT$15,000-$15,000
Harriet Wolfe MdPresidentPT$7,500-$7,500
Elizabeth Brett PhdCouncilor-at-largePT$2,500-$2,500
Ralph E Fishkin DoSecretaryPT$2,500-$2,500
William a Myerson PhdTreasurerPT$2,500-$2,500

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Sage Publications INCPublishingPO BOX 5084, Thousand Oaks, CA 91359$132,538
Power Pyles Sutter & VervilleGovernment Relations1875 EYE STREET NW, Washington, DC 20006$102,589
Revenue and Support

Revenue Composition

Contributions and Grants
$1,680,397
Program Service Revenue
$1,232,699
Investment Income
$185,036
Other Revenue
$16,764
All Other Contributions
$525,306
Change in Net Assets
$16,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,087,929
Revenue Not Reported on Financial Statements
$26,967
Revenue Not Reported on Form 990
$-363,489
Total Revenue per Audited Statements
$2,724,440
Total Revenue per Form 990
$3,114,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,484,858
Salaries, Compensation, and Employee Benefits$1,429,770
Grants and Similar Amounts Paid$183,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$483,249$291,612-$774,861
Fees for Services Other$252,549$61,203-$313,752
Current Officers, Directors, Trustees, and Key Employees$238,044$74,764-$312,808
Conferences and Meetings$287,127--$287,127
Travel$169,091$249-$169,340
Pension Plan Contributions$48,229$86,625-$134,854
Office Expenses$38,157$95,210-$133,367
Other Employee Benefits$73,622$56,181-$129,803
Occupancy$63,863$51,837-$115,700
Grants to Domestic Orgs$103,500--$103,500
Fees for Services Lobbying$100,000$2,389-$102,389
Payroll Taxes$49,098$28,346-$77,444
Foreign Grants$61,500--$61,500
Depreciation Depletion$1,085$56,024-$57,109
Insurance-$35,139-$35,139
Fees for Services Legal$4,663$24,811-$29,474
Fees for Service Investment Mgmnt Fees-$26,967-$26,967
Fees for Services Accounting-$22,720-$22,720
Other Expenses$1,991$18,381-$20,372
Grants to Domestic Individuals$18,500--$18,500
Advertising$388--$388
Total Functional Expenses$2,150,419$947,709$0$3,098,128

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,098,128
Expenses per Audited Statements$3,071,161
Total Expenses per Audited Statements$3,071,161
Expenses Not Reported on Financial Statements$26,967
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Research Foundation for Mental Hygiene IncNew York, NY501(c)(3)FROM INFANCY TO ADULTHOOD: FOUR-MONTH MOTHER-INFANT VOCAL RHYTHM COORDINATION, 12-MONTH ATTACHMENT, AND YOUNG ADULT FOLLOW-UP. REFLECTIVE FUNCTION AS A MEDIATOR OF INTERPERSONAL PSYCHOTHERAPY (IPT) FOR POST-TRAUMATIC STRESS DISORDER (PTSD)$40,000
University of CaliforniaIrvine, CA501(c)(3)PARENTING POR PLACER: EXAMINING THE IMPACT OF A BRIEF PARENTING INTERVENTION AMONG LATINA MOTHERS$20,000
Pennsylvania State UniversityUniversity Park, PASection 115UNDERSTANDING THE MECHANISMS OF CHANGE IN TRANSFERENCE FOCUSED PSYCHOTHERAPY FOR BODERLINE PERSONALITY DISORDER: THE ROLE OF THERAPIST INTERVENTIONS, REFLECTIVE FUNCTION, AND SELF-REGULATIION$15,000
San Francisco Center for PsychoanalysisSan Francisco, CA501(c)(3)Reflective Parenting Incubator Project$7,500
Tulane UniversityNew Orleans, LA501(c)(3)Sustaining Research in Caregiver Insightfulness and Emotion Co-regulation$5,500

International Summary

Offices
0
Employees
0
Spending
$61,500

International Compliance

Foreign grant records maintained
Yes
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
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Grants to Recipients Located in Region-00$60,500
North AmericaGrants to Recipients Located in Region-00$1,000
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$102,389
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pension Expense$1,229,351
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
Yes
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 4

The association's bylaws were amended during fiscal year 2016, to reflect the following: no committee of the corporation established pursuant to or cited in article vii shall have the authority to bind the executive council in any respect whatsoever, including, without limitation, with respect to contracts, monetary matters, or any policies and procedures pertaining to any of the functions or purposes of the association, such as, for example, policies and procedures pertaining to administration, public information, advocacy, professional education, and certification of psychoanalysts.

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
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
2017-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean K Stein
Formed
1911
Legal Domicile
Ny
Voting Board Members
56
Independent Board Members
54
Employees
13
Volunteers
50

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

Production editors: program service expenses 118,660. Management and general expenses 0. Fundraising expenses 0. Total expenses 118,660. Other professional fees: program service expenses 133,889. Management and general expenses 61,203. Fundraising expenses 0. Total expenses 195,092.

FORM 990, PART XI, LINE 9:

Pension related changes other than periodic pension costs -551,202.

Financial Statement Notes

PART V, LINE 4:

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

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Pension related changes other than periodic pension costs -551,202.

Raw XML AppendixShowing 400 of 1,096 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/PersonNm14JONATHAN HOUSE MD
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IRS990/Form990PartVIISectionAGrp/PersonNm19KENNETH WINARICK PHD
IRS990/Form990PartVIISectionAGrp/PersonNm20JULES KERMAN MD PHD
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IRS990/Form990PartVIISectionAGrp/PersonNm23YULIA ALESHINA PHD
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IRS990/Form990PartVIISectionAGrp/PersonNm25MICHAEL DVORKIN EDD
IRS990/Form990PartVIISectionAGrp/PersonNm26ELLEN ROSENBERG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm27PETER KOTCHER MD
IRS990/Form990PartVIISectionAGrp/PersonNm28RICHARD LIGHTBODY MD
IRS990/Form990PartVIISectionAGrp/PersonNm29HELEN GEDIMAN PHD
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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