Civic Intelligence

Blanton-Peale Institute

990 • Fiscal year 2015 • EIN 13-5647408

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 11, 2016

Organization Profilewww.blantonpeale.org

View Organization Page

7 West 30th Street 9th FloorNew York, NY 10001

(212) 725-7850

Siviq Scores

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

Liabilities / Assets

81st percentile

0.45x

Higher debt load relative to assets than 81% of similar nonprofits.

2015 filings • NTEE X • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • NTEE X • $1M-$5M nonprofits • Source year 2015

Net Margin

36th percentile

2.6%

Higher net margin than 36% of similar nonprofits.

2015 filings • NTEE X • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

82nd percentile

$95,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2015 filings • NTEE X • $1M-$5M nonprofits • Source year 2015

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2015 filings • NTEE X • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • NTEE X • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$938,426

Down $189,999 (-17%) from 2014

Net Assets

Up

$519,714

Up $544,747 (+2176%) from 2014

Liabilities

Down

$418,712

Down $734,746 (-64%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin36th percentile

Revenue

Up

$1,750,663

Up $278,097 (+19%) from 2014

Expenses

Up

$1,705,771

Up $91,723 (+5.7%) from 2014

Net Income

Up

$44,892

Up $186,374 (+132%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $535,752Liabilities 2011: $324,507Net Assets 2011: $211,2452011Assets 2012: $513,208Liabilities 2012: $479,993Net Assets 2012: $33,2152012Assets 2013: $744,753Liabilities 2013: $656,766Net Assets 2013: $87,9872013Assets 2014: $1,128,425Liabilities 2014: $1,153,458Net Assets 2014: -$25,0332014Assets 2015: $938,426Liabilities 2015: $418,712Net Assets 2015: $519,7142015Assets 2016: $1,001,066Liabilities 2016: $353,153Net Assets 2016: $647,9132016Assets 2017: $1,732,503Liabilities 2017: $519,558Net Assets 2017: $1,212,9452017Assets 2018: $2,294,865Liabilities 2018: $577,010Net Assets 2018: $1,717,8552018Assets 2019: $2,350,081Liabilities 2019: $515,167Net Assets 2019: $1,834,9142019Assets 2020: $2,733,424Liabilities 2020: $1,101,524Net Assets 2020: $1,631,9002020Assets 2021: $3,601,512Liabilities 2021: $562,658Net Assets 2021: $3,038,8542021Assets 2022: $3,396,889Liabilities 2022: $429,545Net Assets 2022: $2,967,3442022Assets 2023: $4,287,488Liabilities 2023: $1,045,438Net Assets 2023: $3,242,0502023Assets 2024: $5,006,560Liabilities 2024: $2,302,780Net Assets 2024: $2,703,7802024

Highlighted filing

2015

Assets$938,426
Liabilities$418,712
Net Assets$519,714
Open 2015 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $977,825Expenses 2011: $1,375,665Net Income 2011: -$397,8402011Expenses 2012: $1,282,7722012Expenses 2013: $1,404,5342013Revenue 2014: $1,472,566Expenses 2014: $1,614,048Net Income 2014: -$141,4822014Revenue 2015: $1,750,663Expenses 2015: $1,705,771Net Income 2015: $44,8922015Revenue 2016: $2,186,910Expenses 2016: $2,050,731Net Income 2016: $136,1792016Revenue 2017: $2,640,703Expenses 2017: $2,100,556Net Income 2017: $540,1472017Revenue 2018: $3,062,981Expenses 2018: $2,577,131Net Income 2018: $485,8502018Revenue 2019: $3,187,761Expenses 2019: $3,057,638Net Income 2019: $130,1232019Revenue 2020: $3,329,242Expenses 2020: $3,508,710Net Income 2020: -$179,4682020Revenue 2021: $5,239,818Expenses 2021: $3,615,914Net Income 2021: $1,623,9042021Revenue 2022: $3,834,528Expenses 2022: $3,793,367Net Income 2022: $41,1612022Revenue 2023: $4,315,957Expenses 2023: $4,079,834Net Income 2023: $236,1232023Revenue 2024: $3,560,889Expenses 2024: $4,099,159Net Income 2024: -$538,2702024

Highlighted filing

2015

Revenue$1,750,663
Expenses$1,705,771
Net Income$44,892
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 11, 2016
Return Version
2014v6.0
Gross Receipts
$1,896,672
Mission and Program Overview

Mission

The institute is a non-sectarian

The institute is a non-sectarian educational and mental health service organization that brings together the insights of the evolving fields of psychiatry and psychotherapy with the wisdom of the great traditions to help people deal with the psychological, emotional and spiritual stress of contemporary life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$434,672$357,708▼ $76,964
Investments Other Securities$178,747$304,878▲ $126,131
Investments in Publicly Traded Securities$152,569--
Accounts Receivable$266,647$145,660▼ $120,987
Cash and Non-Interest-Bearing Accounts$14,544$64,682▲ $50,138
Prepaid Expenses and Deferred Charges$33,686$16,963▼ $16,723
Total Assets$1,128,425$938,426▼ $189,999
Other Assets Total$47,560$48,535▲ $975
Liabilities
Mortgage Notes Payable Secured by Investment Property$306,062$228,984▼ $77,078
Accounts Payable and Accrued Expenses$761,003$118,978▼ $642,025
Other Liabilities$86,393$70,750▼ $15,643
Total Liabilities$1,153,458$418,712▼ $734,746
Net Assets / Fund Balance
Unrestricted Net Assets$-197,788$346,959▲ $544,747
Permanently Rstr Net Assets$172,755$172,755→ $0
Total Net Assets Fund Balance$-25,033$519,714▲ $544,747
Total Liabilities and Net Assets / Fund Balance$1,128,425$938,426▼ $189,999

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$286,024$116,583$402,607
Equipment$71,684$29,490$101,174
Other Assets Org$48,535--
Other Securities$304,878--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$334,796-▲ $10,082$40,000$304,878
2013$288,494-▲ $46,302-$334,796
2012$375,747-▲ $27,747$115,000$288,494
2011$388,594-▼ $12,847-$375,747
2010$579,871-▲ $97,308$288,585$388,594
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Timothy RobertsExecutive VP and CFOFT$95,000$95,000
Ramesh PersaudControllerFT$75,000$75,000
Jane RobertsVice PresidentFT$72,704$72,704
Nancy MsimpsonDean and Director of TrainingFT$60,000$60,000
David a Leeming PhdFormer President and CEOFT$57,000$57,000
David a Leeming Phd--$57,000$57,000

Board Members and Trustees

NameTitle
Elizabeth Peale AllenChairman
Rev Shari K BrinkPresident and CEO
Casey R KemperVice Chairman
Dale T Irvin PhdBoard Trustee
David L Harris EsqBoard Trustee
John M KangBoard Trustee
Macculloch M Irving EsqBoard Trustee
Meg ArmstrongBoard Trustee
Rev Dr James J WisecupBoard Trustee
Rev Erik M KolbellBoard Trustee
Stephanie M BaileyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,539
Program Service Revenue
$1,721,288
Investment Income
$52,624
Other Revenue
$-130,788
All Other Contributions
$56,931
Change in Net Assets
$44,892

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,750,663
Revenue Not Reported on Form 990
$499,856
Total Revenue per Audited Statements
$2,250,519
Total Revenue per Form 990
$1,750,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,065,814
Salaries, Compensation, and Employee Benefits$639,957
Total Fundraising Expense$132,178
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$297,696$97,144$117,998$512,838
Occupancy$164,775$0$0$164,775
All Other Expenses$119,529$5,481$2,901$127,911
Other Employee Benefits$64,034$32,017$0$96,051
Depreciation Depletion$68,401$0$0$68,401
Payroll Taxes$12,427$12,427$6,214$31,068
Insurance$15,857$1,321$1,321$18,499
Fees for Services Accounting$8,899$4,449$0$13,348
Office Expenses$8,757$4,378$0$13,135
Other Expenses$0$0$3,744$3,744
Fees for Service Investment Mgmnt Fees$0$1,849$0$1,849
Total Functional Expenses$1,414,527$159,066$132,178$1,705,771

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,705,771
Total Expenses per Audited Statements$1,705,771
Total Expenses per Form 990$1,705,771
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,652
Fundraising Gross Income$12,652
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala Luncheon$63,260$12,652$12,652$0
Total Events$63,260$12,652$12,652-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affilliate$46,500
Cash Overdraft$24,250
Capital Lease-
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Blanton-peale Institute
EIN
13-5647408
Phone
2127257850
Address
7 WEST 30TH STREET 9TH FLOOR, NEW YORK, NY 10001

Signing Officer

Name
Rev Shari K Brink
Title
President and CEO
Phone
2127257850
Signed
2016-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Shari K Brink
Formed
1953
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
11
Employees
17
Volunteers
0

Preparer

Firm
Rich and Bander Llp
Address
15 WEST 28TH ST SUITE 7A, NEW YORK, NY 10001
Preparer
Jonathan a Bander
Phone
2126842470
Supplemental Narrative

Additional Explanations

Pt XI

“Line 9: forgiveness of rent payable liability.”

Pt VI, Line 11B

“All board members must review and unanimously approve the 990.”

Pt VI, Line 12C

“Through discussion with management.”

Pt VI, Line 15A

“COMPARABILITY STUDY”

Pt VI, Line 15B

“COMPARABILITY STUDY”

Form 990, Part IX, Line 24F

“Telephone 18324. 14658. 2444. 1222. Janitorial 10710. 10710. 0. 0. Computer and internet 14764. 14764. 0. 0. Credit card processing fees 12974. 12974. 0. 0. Payroll processing fees 1388. 832. 278. 278. Printing and reproduction 2787. 1394. 464. 929. Shipping and mailing 1180. 472. 236. 472. Real estate taxes 3409. 3409. 0. 0. Insurance processing 11367. 11367. 0. 0. Bank charges 2791. 2791. 0. 0. Miscellaneous 2059. 0. 2059. 0. Equipment lease and rentals 2653. 2653. 0. 0. Repairs and maintenanc”

Financial Statement Notes

Pt X, Line 2

“The organization has evaluated its current tax positions and has concluded that as of june 30, 2015, the organization does not have any significant uncertain tax positions for which a reserve would be necessary.”

Pt XI, Line 2D

“Forgiveness of rent payable liability.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE VP AND CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DEAN AND DIRECTOR OF TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER PRESIDENT AND CEO
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt147646
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IRS990/PayrollTaxesGrp/FundraisingAmt06214
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012427
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IRS990/PrincipalOfficerNm0REV SHARI K BRINK
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherRevenueAmt0-375170
IRS990/PYProgramServiceRevenueAmt01607715
IRS990/PYRevenuesLessExpensesAmt0-141482
IRS990/PYSalariesCompEmpBnftPaidAmt0620153
IRS990/PYTotalExpensesAmt01614048
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01721288
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: MISCELLANEOUS 2010: 4358. 2011: 13. 2012: 2003. 2013: 2829. 2014: 47646.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0159515
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0121126
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0634798
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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$938,426
Liabilities
$418,712
Net assets
$519,714
Revenue
$1,750,663
Expenses
$1,705,771
Net income
$44,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$2.30$2.70$3.56$4.10$0.54
2023Summary only. Only limited summary data is available for this year.$4.29$1.05$3.24$4.32$4.08$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.43$2.97$3.83$3.79$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.56$3.04$5.24$3.62$1.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$1.10$1.63$3.33$3.51$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.52$1.83$3.19$3.06$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.58$1.72$3.06$2.58$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.52$1.21$2.64$2.10$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.35$0.65$2.19$2.05$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.42$0.52$1.75$1.71$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.13$1.15$0.03$1.47$1.61$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.66$0.09$1.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.48$0.03$1.28
2011Summary only. Only limited summary data is available for this year.$0.54$0.32$0.21$0.98$1.38$0.40
Peer Organizations

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