Civic Intelligence

The American Psychoanalytic Association Inc

990 • Fiscal year 2022 • EIN 13-1685533

Sep 01, 2021 to Aug 31, 2022 • Filed on Jun 30, 2023

122 East 42nd Street 2310New York, NY 10168

(212) 752-0450

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$7,967,287

Down $507,667 (-6.0%) from 2021

Net Assets

Down

$6,163,363

Down $978,606 (-14%) from 2021

Liabilities

Up

$1,803,924

Up $470,939 (+35%) from 2021

Revenue And Expenses

Revenue

Up

$4,929,145

Up $1,816,145 (+58%) from 2021

Expenses

Up

$3,038,848

Up $549,842 (+22%) from 2021

Net Income

Up

$1,890,297

Up $1,266,303 (+203%) from 2021

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: $7,967,287Liabilities 2022: $1,803,924Net Assets 2022: $6,163,3632022Assets 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

2022

Assets$7,967,287
Liabilities$1,803,924
Net Assets$6,163,363

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: $3,038,848Net Income 2022: $1,890,2972022Revenue 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

2022

Revenue$4,929,145
Expenses$3,038,848
Net Income$1,890,297
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jun 30, 2023
Return Version
2021v4.2
Gross Receipts
$10,405,815
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$7,330,420$5,804,183▼ $1,526,237
Savings and Temporary Cash Investments$528,555$558,724▲ $30,169
Accounts Receivable$223,723$251,014▲ $27,291
Land, Buildings, and Equipment, Net$113,690$149,648▲ $35,958
Other Notes and Loans Receivable, Net$78,175$49,324▼ $28,851
Prepaid Expenses and Deferred Charges$39,849$34,840▼ $5,009
Cash and Non-Interest-Bearing Accounts$15,039$628▼ $14,411
Total Assets$8,474,954$7,967,287▼ $507,667
Other Assets Total$145,503$1,118,926▲ $973,423
Liabilities
Other Liabilities$587,688$1,211,237▲ $623,549
Deferred Revenue$430,966$400,867▼ $30,099
Unsecured Notes Loans Payable$206,602$0▼ $206,602
Accounts Payable and Accrued Expenses$107,729$191,820▲ $84,091
Total Liabilities$1,332,985$1,803,924▲ $470,939
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,391,033$5,491,385▼ $899,648
Net Assets With Donor Restrictions$750,936$671,978▼ $78,958
Total Net Assets Fund Balance$7,141,969$6,163,363▼ $978,606
Total Liabilities and Net Assets / Fund Balance$8,474,954$7,967,287▼ $507,667

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$689,328$689,328
Leasehold Improvements$29,763$436,777$466,540
Other Land Buildings$114,985$218,112$333,097
Equipment$4,900$48,342$53,242
Other Assets Org$992,648--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$288,859-▼ $32,383-$256,476
2020$255,950-▲ $32,909-$288,859
2019$252,308-▲ $16,156$12,514$255,950
2018$259,485-▲ $4,841$12,018$252,308
2017$239,880-▲ $19,605-$259,485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom NewmanExecutive DirectorFT$217,991$46,484$264,475
Carolyn M GattoMeeting DirectorFT$137,588$23,323$160,911
Brian CantyCIS ManagerFT$104,749$20,798$125,547
Kerry J Sulkowicz MdPresidentPT$16,250-$16,250
William C Glover PhdPresident (to 05/31/2022)PT$12,500-$12,500
Daniel W Prezant MdExecutive Committee President-electPT$3,750-$3,750
Bonnie J Buchele PhdSecretaryPT$2,500-$2,500
Julio G Calderon MdTreasurerPT$2,500-$2,500
Revenue and Support

Revenue Composition

Contributions and Grants
$1,795,439
Program Service Revenue
$848,563
Investment Income
$2,271,327
Other Revenue
$13,816
All Other Contributions
$576,829
Change in Net Assets
$1,890,297

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,929,060
Revenue Not Reported on Financial Statements
$85
Revenue Not Reported on Form 990
$-2,868,903
Total Revenue per Audited Statements
$2,060,157
Total Revenue per Form 990
$4,929,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,533,117
Salaries, Compensation, and Employee Benefits$1,385,147
Grants and Similar Amounts Paid$120,584
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$491,738$315,969-$807,707
Fees for Services Other$331,865$152,015-$483,880
Current Officers, Directors, Trustees, and Key Employees$222,875$75,716-$298,591
Occupancy$78,067$62,888-$140,955
Conferences and Meetings$121,317$13,406-$134,723
Other Employee Benefits$66,803$59,205-$126,008
Fees for Services Legal$35,858$59,263-$95,121
Travel$82,232$503-$82,735
Payroll Taxes$44,555$35,415-$79,970
Office Expenses$13,257$65,348-$78,605
Pension Plan Contributions$38,144$34,727-$72,871
Grants to Domestic Orgs$57,884--$57,884
Other Expenses$34,764$19,900-$54,664
All Other Expenses$1,623$39,825-$41,448
Insurance-$38,399-$38,399
Fees for Services Accounting-$34,786-$34,786
Grants to Domestic Individuals$33,700--$33,700
Foreign Grants$29,000--$29,000
Fees for Services Lobbying$22,500--$22,500
Depreciation Depletion$1,680$1,422-$3,102
Fees for Service Investment Mgmnt Fees-$85-$85
Total Functional Expenses$1,993,658$1,045,190$0$3,038,848

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,038,848
Expenses per Audited Statements$3,038,763
Total Expenses per Audited Statements$3,038,763
Expenses Not Reported on Financial Statements$85
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yeshiva UniversityNew York, NY501(c)(3)Personality Development in Adolescence$19,916
University of ChicagoChicago, IL501(c)(3)STATE OF EXCEPTION: PSYCHOANALYSIS AND THE INTERWAR CRISIS$7,368
Institute for Psychoanalytic Training and ResearchNew York, NY501(c)(3)ROOM: A SKETCHBOOK FOR ANALYTIC ACTION$5,150

International Summary

Offices
0
Employees
0
Spending
$29,000

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
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServicesGrant-making00$28,000
North AmericaProgram ServicesGrant-making00$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Obligation$1,012,232
Accrued Pension Expense$199,005
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 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
122 EAST 42ND STREET 2310, NEW YORK, NY 10168

Signing Officer

Name
Thomas Newman
Title
Executive Director
Phone
2127520450
Signed
2023-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Newman
Formed
1911
Legal Domicile
Ny
Voting Board Members
62
Independent Board Members
60
Employees
12
Volunteers
58

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 IX, Line 11G

Other professional fees: program service expenses 331,865. Management and general expenses 152,015. Fundraising expenses 0. Total expenses 483,880.

FORM 990, PART XI, LINE 9:

Pension related changes other than periodic pension costs 342,116.

Form 990, Page 1, Section B

Amended return the following information in this 2021 form 990 for the year ended august 31, 2022, has been revised based on the completion of the audit of the organization's financial statemements: part i, lines 17, 18, 19, 20, 21, and 22. Part iii, lines 4a, 4b, 4c, and 4e. Part ix, lines 11g, 24c, 24d, 24e, and 25. Part x, lines 4, 16, 17, 26, 27, 32, and 33. Part xi, lines 2, 3, and 10 schedule c, part ii-a, lines 1d, 1e, 1f, 1g, 2a, 2b, 2d and 2e. Schedule d, part xii, lines 1, 3, and 5.

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 342,116.

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IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM C GLOVER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIO G CALDERON MD
IRS990/Form990PartVIISectionAGrp/PersonNm3BONNIE J BUCHELE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL W PREZANT MD
IRS990/Form990PartVIISectionAGrp/PersonNm5BEVERLY J STOUTE MD
IRS990/Form990PartVIISectionAGrp/PersonNm6SANDRA J LANDEN
IRS990/Form990PartVIISectionAGrp/PersonNm7RALPH E FISHKIN DO
IRS990/Form990PartVIISectionAGrp/PersonNm8HARRIET L WOLFE MD
IRS990/Form990PartVIISectionAGrp/PersonNm9GERARD P SOBNOSKY MS
IRS990/Form990PartVIISectionAGrp/PersonNm10MARIELA G SHIBLEY PSYD
IRS990/Form990PartVIISectionAGrp/PersonNm11TIMOTHY H RAYNER MD
IRS990/Form990PartVIISectionAGrp/PersonNm12SALLY ROSENBERG DO
IRS990/Form990PartVIISectionAGrp/PersonNm13JEFFREY K SEITELMANMDPHD
IRS990/Form990PartVIISectionAGrp/PersonNm14JACK DRESCHER MD
IRS990/Form990PartVIISectionAGrp/PersonNm15NEAL SPIRA MD
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVID E COOPER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm17M JANE YATES PHD
IRS990/Form990PartVIISectionAGrp/PersonNm18KERRY KELLY NOVICK
IRS990/Form990PartVIISectionAGrp/PersonNm19SHIRIN ALI MD
IRS990/Form990PartVIISectionAGrp/PersonNm20SETH ARONSON PSYD
IRS990/Form990PartVIISectionAGrp/PersonNm21PHOEBE CIRIO MSW
IRS990/Form990PartVIISectionAGrp/PersonNm22MAXINE FENTON GANN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm23RICHARD GOTTLIEB MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm24FONYA HELM PHD ABPP
IRS990/Form990PartVIISectionAGrp/PersonNm25STUART D HIRSCH MD
IRS990/Form990PartVIISectionAGrp/PersonNm26VALERIE LAABS-SIEMON MS
IRS990/Form990PartVIISectionAGrp/PersonNm27ARTHUR LEW MD
IRS990/Form990PartVIISectionAGrp/PersonNm28SARAH L LUSK
IRS990/Form990PartVIISectionAGrp/PersonNm29DAVID MOORE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm30ALEXANDRA K ROLDE MD
IRS990/Form990PartVIISectionAGrp/PersonNm31ELISE W SNYDER MD
IRS990/Form990PartVIISectionAGrp/PersonNm32LAURA STEINBERG MD
IRS990/Form990PartVIISectionAGrp/PersonNm33MARGARET WALSH PHD
IRS990/Form990PartVIISectionAGrp/PersonNm34KENNETH WINARICK PHD
IRS990/Form990PartVIISectionAGrp/PersonNm35LYN YONACK MSW
IRS990/Form990PartVIISectionAGrp/PersonNm36SUSAN P SHERKOW MD
IRS990/Form990PartVIISectionAGrp/PersonNm37R DENNIS SHELBY PHD
IRS990/Form990PartVIISectionAGrp/PersonNm38JEFF TUTTLE MD
IRS990/Form990PartVIISectionAGrp/PersonNm39JUDITH P KANE MD
IRS990/Form990PartVIISectionAGrp/PersonNm40LYNNE GILLICK PHD
IRS990/Form990PartVIISectionAGrp/PersonNm41YESHIM OZ MA MS
IRS990/Form990PartVIISectionAGrp/PersonNm42KAREN LIPUT LCSW
IRS990/Form990PartVIISectionAGrp/PersonNm43ILENE PHILIPSON PHD PSYD
IRS990/Form990PartVIISectionAGrp/PersonNm44CAROLINE SEHON MD
IRS990/Form990PartVIISectionAGrp/PersonNm45JAMIE CROMER LCSW ACSW
IRS990/Form990PartVIISectionAGrp/PersonNm46KATHLEEN REICKER LCSW
IRS990/Form990PartVIISectionAGrp/PersonNm47LAURA WEISS PHD
IRS990/Form990PartVIISectionAGrp/PersonNm48PHYLLIS CATH MD
IRS990/Form990PartVIISectionAGrp/PersonNm49KELLY SHANKS LIPPMAN MED LMHC
IRS990/Form990PartVIISectionAGrp/PersonNm50THOMAS CAMPBELL MD
IRS990/Form990PartVIISectionAGrp/PersonNm51IRENE CAIRO MD
IRS990/Form990PartVIISectionAGrp/PersonNm52LUKE HADGE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm53DEBRA A KATZ MD
IRS990/Form990PartVIISectionAGrp/PersonNm54ALBERTO M VARELA MD
IRS990/Form990PartVIISectionAGrp/PersonNm55BRIAN JOHNSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm56TOM NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm57CAROLYN M GATTO
IRS990/Form990PartVIISectionAGrp/PersonNm58BRIAN CANTY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10

Document Assets

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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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.97$1.80$6.16$4.93$3.04$1.89
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