Form 990, Page 6, Part VI, Line 11B
“The review report and form 990 is circulated to all board members. Board members review the data and express any concerns or questions at board meetings”
990 • Fiscal year 2018 • EIN 13-6102804
Scores are not available for this record yet.
Assets
Flat$1,620,089
Flat from 2018
Net Assets
Flat$1,588,278
Flat from 2018
Liabilities
Flat$31,811
Flat from 2018
Revenue
Flat$344,016
Flat from 2018
Expenses
Flat$355,767
Flat from 2018
Net Income
Flat-$11,751
Flat from 2018
Education and research in connection with analytical psychology
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $785,560 | $1,495,036 | ▲ $709,476 |
| Cash and Non-Interest-Bearing Accounts | $25,598 | $51,920 | ▲ $26,322 |
| Inventories for Sale or Use | $32,526 | $30,913 | ▼ $1,613 |
| Land, Buildings, and Equipment, Net | $5,425 | $21,650 | ▲ $16,225 |
| Prepaid Expenses and Deferred Charges | $41,713 | $20,570 | ▼ $21,143 |
| Total Assets | $892,400 | $1,620,089 | ▲ $727,689 |
| Other Assets Total | $1,578 | - | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $25,262 | $31,811 | ▲ $6,549 |
| Other Liabilities | $7,305 | - | - |
| Total Liabilities | $32,567 | $31,811 | ▼ $756 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $859,833 | $1,588,278 | ▲ $728,445 |
| Total Net Assets Fund Balance | $859,833 | $1,588,278 | ▲ $728,445 |
| Total Liabilities and Net Assets / Fund Balance | $892,400 | $1,620,089 | ▲ $727,689 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $21,650 | $821,504 | $843,154 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Janet Careswell | Director | FT | $80,000 | $15,925 | $95,925 |
| Name | Title |
|---|---|
| Jane Selinske | President |
| Ann Walle | Trustee |
| David Weiss | Trustee |
| Harmar Breretin | Trustee |
| Heidi Kolb | Trustee |
| Joann Bruno | Trustee |
| Melanie S Costello | Trustee |
| Sara E Gil-ramos | Trustee |
| Teresa Cintron | Trustee |
| Anne Ortelee | Secretary |
| Rollin Bush | Treasurer |
| Julie Bondanza | Vice Preside |
| Line Item | Amount |
|---|---|
| Other Expenses | $227,217 |
| Salaries, Compensation, and Employee Benefits | $128,550 |
| Total Fundraising Expense | $190 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $47,963 | $47,963 | - | $95,926 |
| Office Expenses | $27,131 | $3,444 | - | $30,575 |
| Other Salaries and Wages | $5,067 | $15,201 | - | $20,268 |
| All Other Expenses | $7,693 | $7,480 | $190 | $15,363 |
| Payroll Taxes | $2,963 | $8,891 | - | $11,854 |
| Occupancy | $10,435 | $1,160 | - | $11,595 |
| Insurance | $5,782 | $3,854 | - | $9,636 |
| Fees for Services Accounting | - | $7,900 | - | $7,900 |
| Other Expenses | $5,480 | $3,173 | - | $5,480 |
| Information Technology | - | $2,428 | - | $2,428 |
| Travel | $1,052 | $544 | - | $1,596 |
| Royalties | $1,378 | - | - | $1,378 |
| Depreciation Depletion | $1,206 | - | - | $1,206 |
| Pension Plan Contributions | $125 | $377 | - | $502 |
| Interest | - | $457 | - | $457 |
| Total Functional Expenses | $252,705 | $102,872 | $190 | $355,767 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The review report and form 990 is circulated to all board members. Board members review the data and express any concerns or questions at board meetings”
“All board members are required annually (or as each appliacle occurence arises), to disclose the existence of any potential or actual conflict of interest. The board evaluates whether a conflict of interest exists and in the case that it does, the action to be taken in the best interests of the organization. The minutes of board meetings will record any potential conflicts of interest and the board action taken to address the conflict”
“All documents are available on request. A copying charge and cost of mailing the documents applies for requesting documents by mail. Additionally documents are available for download at no charge at www.guidestar.com and http://barlett.oag/state.ny.us ( ny state charities website)”
“Education and research in connection with analytical psychology”
“The 723,005 prior period adjustment represents the amount that should have been included in unrestricted net asset and in line 11 of part x as investments in publicly traded securities”
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/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 1370 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 12947 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | THE PUBLICATION OF THE ORGANIZATION'S JOURNAL "QUADRANT" |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 4783 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 3851 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | EDUCATION AND RESEARCH IN CONNECTION WITH ANALYTICAL PSYCHOLOGY |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 8799 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 53634 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 21205 |
| IRS990/PYOtherExpensesAmt | 0 | 143252 |
| IRS990/PYOtherRevenueAmt | 0 | 53940 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 147301 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 4144 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 128684 |
| IRS990/PYTotalExpensesAmt | 0 | 271936 |
| IRS990/PYTotalRevenueAmt | 0 | 276080 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -11751 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 160951 |
| IRS990/RoyaltiesGrp/ProgramServicesAmt | 0 | 1378 |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 1378 |
| IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4579 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 4579 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 47096 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 53634 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 202447 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 89892 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 73865 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 466934 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 89933 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 21205 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 32382 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7070 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3383 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 153973 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 177749 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 197370 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 167204 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 160377 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 130482 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 833182 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 12946 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 24148 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 15594 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 18023 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 20676 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 91387 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 89933 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 21205 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 32382 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 7070 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3383 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 153973 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.10000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.04000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.90040 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.96960 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 1391503 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 237791 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 275152 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 385245 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 268292 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 225023 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 1391503 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 327724 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 296357 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 417627 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 275362 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 228406 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 1545476 |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 21650 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 821504 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 843154 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 21650 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EDUCATION AND RESEARCH IN CONNECTION WITH ANALYTICAL PSYCHOLOGY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE REVIEW REPORT AND FORM 990 IS CIRCULATED TO ALL BOARD MEMBERS. BOARD MEMBERS REVIEW THE DATA AND EXPRESS ANY CONCERNS OR QUESTIONS AT BOARD MEETINGS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ALL BOARD MEMBERS ARE REQUIRED ANNUALLY (OR AS EACH APPLIACLE OCCURENCE ARISES), TO DISCLOSE THE EXISTENCE OF ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST. THE BOARD EVALUATES WHETHER A CONFLICT OF INTEREST EXISTS AND IN THE CASE THAT IT DOES, THE ACTION TO BE TAKEN IN THE BEST INTERESTS OF THE ORGANIZATION. THE MINUTES OF BOARD MEETINGS WILL RECORD ANY POTENTIAL CONFLICTS OF INTEREST AND THE BOARD ACTION TAKEN TO ADDRESS THE CONFLICT |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL DOCUMENTS ARE AVAILABLE ON REQUEST. A COPYING CHARGE AND COST OF MAILING THE DOCUMENTS APPLIES FOR REQUESTING DOCUMENTS BY MAIL. ADDITIONALLY DOCUMENTS ARE AVAILABLE FOR DOWNLOAD AT NO CHARGE AT WWW.GUIDESTAR.COM AND HTTP://BARLETT.OAG/STATE.NY.US ( NY STATE CHARITIES WEBSITE) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE 723,005 PRIOR PERIOD ADJUSTMENT REPRESENTS THE AMOUNT THAT SHOULD HAVE BEEN INCLUDED IN UNRESTRICTED NET ASSET AND IN LINE 11 OF PART X AS INVESTMENTS IN PUBLICLY TRADED SECURITIES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART XI |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | NY |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 892400 |
| IRS990/TotalAssetsEOYAmt | 0 | 1620089 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 892400 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1620089 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 47096 |
| IRS990/TotalEmployeeCnt | 0 | 6 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.