Civic Intelligence

The American Psychoanalytic Association Inc

990 • Fiscal year 2018 • EIN 13-1685533

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 02, 2019

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

0.26x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.54x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

23rd percentile

-6.1%

Higher net margin than 23% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

88th percentile

$294,352

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

46th percentile

0.6%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

30th percentile

-2.8%

Faster revenue growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$6,607,977

Up $41,316 (+0.6%) from 2017

Net Assets

Up

$4,911,329

Up $456,480 (+10%) from 2017

Liabilities

Down

$1,696,648

Down $415,164 (-20%) from 2017

Revenue

Down

$3,143,265

Down $88,994 (-2.8%) from 2017

Expenses

Up

$3,334,748

Up $137,277 (+4.3%) from 2017

Net Income

Down

-$191,483

Down $226,271 (-650%) from 2017

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

2018

Assets$6,607,977
Liabilities$1,696,648
Net Assets$4,911,329

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

2018

Revenue$3,143,265
Expenses$3,334,748
Net Income-$191,483
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 2, 2019
Return Version
2017v2.3
Gross Receipts
$6,741,594
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$5,104,496$6,147,132▲ $1,042,636
Savings and Temporary Cash Investments$1,128,538$185,694▼ $942,844
Other Notes and Loans Receivable, Net$115,173$97,720▼ $17,453
Prepaid Expenses and Deferred Charges$43,760$50,090▲ $6,330
Accounts Receivable$26,432$43,189▲ $16,757
Land, Buildings, and Equipment, Net$61,646$39,759▼ $21,887
Cash and Non-Interest-Bearing Accounts$56,929$12,645▼ $44,284
Total Assets$6,566,661$6,607,977▲ $41,316
Other Assets Total$29,687$31,748▲ $2,061
Liabilities
Other Liabilities$1,492,871$1,151,210▼ $341,661
Deferred Revenue$424,970$413,832▼ $11,138
Accounts Payable and Accrued Expenses$193,971$131,606▼ $62,365
Total Liabilities$2,111,812$1,696,648▼ $415,164
Net Assets / Fund Balance
Unrestricted Net Assets$3,621,767$4,066,897▲ $445,130
Temporarily Rstr Net Assets$633,082$644,432▲ $11,350
Permanently Rstr Net Assets$200,000$200,000→ $0
Total Net Assets Fund Balance$4,454,849$4,911,329▲ $456,480
Total Liabilities and Net Assets / Fund Balance$6,566,661$6,607,977▲ $41,316

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$689,328$689,328
Leasehold Improvements$37,659$428,881$466,540
Other Land Buildings$2,100$216,012$218,112
Equipment$0$46,743$46,743

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$239,880-▲ $19,605-$259,485
2016$228,607-▲ $11,273-$239,880
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dean K SteinExecutive DirectorFT$226,102$68,250$294,352
Carolyn M GattoMeeting DirectorFT$132,195$43,739$175,934
Brian CantyCIS ManagerFT$100,017$33,811$133,828
Harriet L Wolfe MdEx Officio MemberPT$25,000-$25,000
Dwarakanath G Rao MdEx Officio MemberPT$7,500-$7,500
Lee Jaffe PhdPresidentPT$7,500-$7,500
Ralph E Fishkin DoSecretaryPT$2,500-$2,500
William a Myerson PhdTreasurerPT$2,500-$2,500
Dionne R Powell MdEx Officio MemberPT$1,250-$1,250

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,650,913
Program Service Revenue
$1,150,631
Investment Income
$324,055
Other Revenue
$17,666
All Other Contributions
$550,130
Change in Net Assets
$-191,483

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,112,066
Revenue Not Reported on Financial Statements
$31,199
Revenue Not Reported on Form 990
$647,963
Total Revenue per Audited Statements
$3,760,029
Total Revenue per Form 990
$3,143,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,729,790
Other Expenses$1,438,058
Grants and Similar Amounts Paid$166,900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$575,975$328,341-$904,316
Conferences and Meetings$356,565--$356,565
Current Officers, Directors, Trustees, and Key Employees$249,871$86,743-$336,614
Fees for Services Other$188,482$66,537-$255,019
Pension Plan Contributions$80,237$149,148-$229,385
Other Employee Benefits$102,727$68,260-$170,987
Travel$148,332$632-$148,964
Office Expenses$26,346$104,841-$131,187
Grants to Domestic Orgs$125,000--$125,000
Occupancy$57,300$64,714-$122,014
Payroll Taxes$57,112$31,376-$88,488
Fees for Services Lobbying$66,667$1,341-$68,008
Fees for Services Legal$10,489$27,746-$38,235
Insurance-$35,835-$35,835
Fees for Service Investment Mgmnt Fees-$31,199-$31,199
Foreign Grants$24,000--$24,000
Fees for Services Accounting-$23,729-$23,729
Depreciation Depletion$1,085$20,802-$21,887
Other Expenses$2,510$17,625-$20,135
Grants to Domestic Individuals$17,900--$17,900
Advertising$1,090--$1,090
Total Functional Expenses$2,259,145$1,075,603$0$3,334,748

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,334,748
Expenses per Audited Statements$3,303,549
Total Expenses per Audited Statements$3,303,549
Expenses Not Reported on Financial Statements$31,199
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Weill Medical College of Cornell UniversityNew York, NY501(c)(3)Ptsd-focused Psychoanalytic Psychotherapy at the Va Medical Centers$30,000
Research Foundation for Mental Hygiene IncNew York, NY501(c)(3)Splitting in Patients With Borderline Personality Disorder$20,000
Research Foundation for Mental Hygiene IncNew York, NY501(c)(3)FROM INFANCY TO ADULTHOOD COHORT II: FACE-TO-FACE COMMUNICATION IN INFANCY$20,000
Yeshiva UniversityNew York, NY501(c)(3)Psychotherapy in Regulation Focused Psychotherapy for Children (rfp-c) With Oppositional Defiant Disorder$15,000
Austen Riggs Center IncStockbridge, MA501(c)(3)Follow-up to States of Mind Preceding a Near Lethal Suicide Attempt Study$10,000
THE CHILDREN'S PSYCHOLOGICAL HEALTH CENTER INCSan Francisco, CA501(c)(3)A Psychoanalytically Derived Method for Treating Special Needs Native American Preschoolers$10,000

International Summary

Offices
0
Employees
0
Spending
$24,000

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) - Albania, Andorra, Austria, BelgiumGrants to Recipients Located in Region-00$24,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pension Expense$1,151,210
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
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 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 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
309 EAST 49TH STREET, NEW YORK, NY 10017-1636

Signing Officer

Name
Thomas Newman
Title
Executive Director
Phone
2127520450
Signed
2019-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Newman
Formed
1911
Legal Domicile
Ny
Voting Board Members
52
Independent Board Members
51
Employees
14
Volunteers
46

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

Pension related changes other than periodic pension costs 386,845.

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 386,845.

Raw XML AppendixShowing 400 of 1,051 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/PersonNm8DWARAKANATH G RAO MD
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IRS990/Form990PartVIISectionAGrp/PersonNm12IRA MOSES PHD
IRS990/Form990PartVIISectionAGrp/PersonNm13KERRY KELLY NOVICK
IRS990/Form990PartVIISectionAGrp/PersonNm14FREDRIC T PERLMAN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm15SALLY ROSENBERG DO
IRS990/Form990PartVIISectionAGrp/PersonNm16JEFFREY K SEITELMAN MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm17JAN C VAN SCHAIK MD
IRS990/Form990PartVIISectionAGrp/PersonNm18KENNETH WINARICK PHD
IRS990/Form990PartVIISectionAGrp/PersonNm19JULES KERMAN MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm20M JANE YATES PHD
IRS990/Form990PartVIISectionAGrp/PersonNm21JOANN PONDER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm22LYN YONACK MSW
IRS990/Form990PartVIISectionAGrp/PersonNm23MICHAEL DVORKIN EDD
IRS990/Form990PartVIISectionAGrp/PersonNm24ELLEN ROSENBERG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm25PETER KOTCHER MD
IRS990/Form990PartVIISectionAGrp/PersonNm26FONYA HELM PHD ABPP
IRS990/Form990PartVIISectionAGrp/PersonNm27MARC LITLE MD
IRS990/Form990PartVIISectionAGrp/PersonNm28BENJAMIN PGREEN MD
IRS990/Form990PartVIISectionAGrp/PersonNm29JULIO CALDERON MD
IRS990/Form990PartVIISectionAGrp/PersonNm30BONNIE J BUCHELE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm31SHARON GERBER LCSW
IRS990/Form990PartVIISectionAGrp/PersonNm32MARGARET WALSH PHD
IRS990/Form990PartVIISectionAGrp/PersonNm33HAROLD J STEIGER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm34ELENA BEZZUBOVA MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm35MOLLY ROTHENBERG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm36MAXINE FENTON GANN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm37RALPH BEAUMONT MD
IRS990/Form990PartVIISectionAGrp/PersonNm38BLISS RAND MD
IRS990/Form990PartVIISectionAGrp/PersonNm39STUART D HIRSCH MD
IRS990/Form990PartVIISectionAGrp/PersonNm40ARTHUR LEW MD
IRS990/Form990PartVIISectionAGrp/PersonNm41EDWARD HICKS MD
IRS990/Form990PartVIISectionAGrp/PersonNm42DAVID MOORE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm43PHOEBE CIRIO MSW
IRS990/Form990PartVIISectionAGrp/PersonNm44TIMOTHY RAYNER MD
IRS990/Form990PartVIISectionAGrp/PersonNm45SANDRA WALKER MD
IRS990/Form990PartVIISectionAGrp/PersonNm46RICHARD GOTTLIEB MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm47ELISE W SNYDER MD
IRS990/Form990PartVIISectionAGrp/PersonNm48JANET N SCHNIFF LCSW
IRS990/Form990PartVIISectionAGrp/PersonNm49DAVID COOPER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm50SETH ARONSON PSYD
IRS990/Form990PartVIISectionAGrp/PersonNm51VALERIE LAABS-SIEMON MS
IRS990/Form990PartVIISectionAGrp/PersonNm52DEAN K STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm53CAROLYN M GATTO
IRS990/Form990PartVIISectionAGrp/PersonNm54BRIAN CANTY
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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