Civic Intelligence

Institute for Psychoanalytic Training and Research Inc.

990 • Fiscal year 2019 • EIN 13-6144019

Sep 01, 2018 to Aug 31, 2019 • Filed on Jun 18, 2020

Organization ProfileWWW.IPTAR.ORG
1651 Third AvenueNew York, NY 10128

(212) 427-7070

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.09x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • NTEE F • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

46th percentile

0.10x

Higher debt load relative to revenue than 46% of similar nonprofits.

2019 filings • NTEE F • $1M-$5M nonprofits • Source year 2019

Net Margin

58th percentile

5.1%

Higher net margin than 58% of similar nonprofits.

2019 filings • NTEE F • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

59th percentile

$115,923

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2019 filings • NTEE F • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

7.9%

Faster asset growth than 57% of similar nonprofits.

2019 filings • NTEE F • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • NTEE F • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,262,148

Up $92,589 (+7.9%) from 2018

Net Assets

Up

$1,152,921

Up $57,922 (+5.3%) from 2018

Liabilities

Up

$109,227

Up $34,667 (+46%) from 2018

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin58th percentile

Revenue

Up

$1,137,526

Up $117,007 (+11%) from 2018

Expenses

Up

$1,079,604

Up $132,333 (+14%) from 2018

Net Income

Down

$57,922

Down $15,326 (-21%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $562,037Liabilities 2011: $26,240Net Assets 2011: $535,7972011Assets 2012: $608,246Liabilities 2012: $62,030Net Assets 2012: $546,2162012Assets 2013: $775,198Liabilities 2013: $64,520Net Assets 2013: $710,6782013Assets 2014: $916,188Liabilities 2014: $74,190Net Assets 2014: $841,9982014Assets 2016: $912,125Liabilities 2016: $48,772Net Assets 2016: $863,3532016Assets 2017: $1,051,711Liabilities 2017: $29,960Net Assets 2017: $1,021,7512017Assets 2018: $1,169,559Liabilities 2018: $74,560Net Assets 2018: $1,094,9992018Assets 2019: $1,262,148Liabilities 2019: $109,227Net Assets 2019: $1,152,9212019Assets 2020: $1,306,555Liabilities 2020: $253,306Net Assets 2020: $1,053,2492020Assets 2021: $1,337,956Liabilities 2021: $454,924Net Assets 2021: $883,0322021Assets 2022: $947,651Liabilities 2022: $455,416Net Assets 2022: $492,2352022Assets 2023: $877,484Liabilities 2023: $284,503Net Assets 2023: $592,9812023Assets 2024: $973,332Liabilities 2024: $238,774Net Assets 2024: $734,5582024

Highlighted filing

2019

Assets$1,262,148
Liabilities$109,227
Net Assets$1,152,921
Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $554,7782011Expenses 2012: $500,0842012Expenses 2013: $496,2562013Revenue 2014: $667,799Expenses 2014: $536,479Net Income 2014: $131,3202014Revenue 2016: $699,585Expenses 2016: $829,518Net Income 2016: -$129,9332016Revenue 2017: $901,764Expenses 2017: $745,964Net Income 2017: $155,8002017Revenue 2018: $1,020,519Expenses 2018: $947,271Net Income 2018: $73,2482018Revenue 2019: $1,137,526Expenses 2019: $1,079,604Net Income 2019: $57,9222019Revenue 2020: $1,128,670Expenses 2020: $1,228,342Net Income 2020: -$99,6722020Revenue 2021: $1,330,415Expenses 2021: $1,500,632Net Income 2021: -$170,2172021Revenue 2022: $1,554,770Expenses 2022: $1,775,913Net Income 2022: -$221,1432022Revenue 2023: $1,444,244Expenses 2023: $1,615,281Net Income 2023: -$171,0372023Revenue 2024: $1,499,593Expenses 2024: $1,388,123Net Income 2024: $111,4702024

Highlighted filing

2019

Revenue$1,137,526
Expenses$1,079,604
Net Income$57,922
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jun 18, 2020
Return Version
2018v3.1
Gross Receipts
$1,401,883
Mission and Program Overview

Mission

Iptar has over 105 candidates in training and provides low cost therapy to needy clients and has 189 dues paying members.

Iptar operates a licensed psychoanalyst program, promotes research and psychoanalytic dialogue and operates a low-fee clinic. See www.iptar.org for a detailed description.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,094,999$1,152,921▲ $57,922
Cash and Non-Interest-Bearing Accounts$713,205$836,187▲ $122,982
Land, Buildings, and Equipment, Net$365,561$336,316▼ $29,245
Accounts Receivable$62,093$73,634▲ $11,541
Savings and Temporary Cash Investments$400--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,169,559$1,262,148▲ $92,589
Other Assets Total$28,300$16,011▼ $12,289
Liabilities
Other Liabilities$71,315$66,227▼ $5,088
Accounts Payable and Accrued Expenses$3,245$43,000▲ $39,755
Total Liabilities$74,560$109,227▲ $34,667
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,094,999$1,152,921▲ $57,922
Total Liabilities and Net Assets / Fund Balance$1,169,559$1,262,148▲ $92,589

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$336,316$102,357$438,673
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tessa T PetteeteDirector of FinanceFT$115,923$115,923
Samantha Semper PhdClinical Director Co-chairPT$48,148$48,148
Tuba Tokgoz Phd Lp FipaDiversity Chair-$21,205$21,205
Janis Mcadams PysdClinical Director Co-chairPT$13,350$13,350
Rachel Boue-widawsky PhdCandidate Representative-$9,410$9,410
Chris Christian Ph DDean of the Training InstiPT$2,125$2,125
Max Malitzky PsydCommunications Committee ChairPT$2,000$2,000
Eva Atsalis Lcsw FipaProfessional Development ChairPT$1,961$1,961
Richard Grose PhdSecretaryPT$1,500$1,500
Carolyn Ellman Ph DFellowship Chair-$1,093$1,093
Nancy Einbinder LcswPast PresidentPT$1,000$1,000
Arnold Wilson Ph DBylaws Chair-$1,000$1,000
Bruce Reis Ph DIpa Representative-$750$750

Board Members and Trustees

NameTitle
Sarah Valeri Lcat Atr-bcArts and Society Committee Co-chair
Jared RussellEducation & Research Chair
Joan Hoffenberg PhdEthics Chair
Phyllis HopkinsEthics Chair
Arnold WilsonFellowship Chair
Joe Cancelmo Pysd FipaGould Center Chair
Maribeth RourkeMembership Chair
Sujatha Subramanian PhdMembership Chair
Jeanne Even Lcsw CacProgram and Events Chair
Jaimeson Webster PhdResearch Chair
Florence Williams MaScholarship Committee Chair
Fredric PerlmanPast President
Michael Moskowitz PhdPresident
Richard ReichbartPresident
Doris Silverman Ph DPresident Elect
Nancy EinbinderPresident Elect
Susan BergerCo-director
Elizabeth Cutter EvertCo-director of the Icc
Susan Berger Ph DDirector of Child Program
Elizabeth Evert LcswRepresentative to the Institute and Icc Board
Eva AtsalisAdministrator
Matthew Von Unwerth Phd LpAdministrator
Marissa Kantor Phd LpCandidate Representative
Richard GroseCandidate Representative
Steve EllmanCips and Napsac Liaison
Randi Wirth PhdCips Liason
Joan HoffenbergDean of the Training Insti
Florence WilliamsFellow at Large
Laura KleinermanFellow at Large
Laura Kleinerman Ms CnsFellow at Large
Richard Reichbart PhdFellow at Large
Geoff GoodmanFreedman Center
Randi WirthIpa Liaison
Brett GorkinMember at Large
Ellen Marakowtiz Phd LpMember at Large
Carolyn EllmanProgram Committee
Ellen MarakowitzSecretary
Anthony Mazzella Ph DTreasurer
Michael MoskowitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,735
Program Service Revenue
$957,653
Investment Income
$310
Other Revenue
$120,828
All Other Contributions
$58,735
Change in Net Assets
$57,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$864,368
Salaries, Compensation, and Employee Benefits$215,236
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$194,910-$194,910
All Other Expenses-$61,404-$61,404
Other Expenses$60,905$39,603-$39,603
Depreciation Depletion-$29,245-$29,245
Payroll Taxes-$20,326-$20,326
Advertising-$19,394-$19,394
Fees for Services Legal-$12,764-$12,764
Conferences and Meetings-$7,663-$7,663
Information Technology-$7,529-$7,529
Insurance-$4,112-$4,112
Fees for Services Accounting-$3,750-$3,750
Fees for Services Other-$2,918-$2,918
Total Functional Expenses$675,986$403,618$0$1,079,604
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Specific Program Liabilities$49,351
Security Dposit on Rentals$14,060
Other Liabilities$2,816
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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

“Iptar is a membership organization with over 200 dues paying members.”

Form 990, Part VI, Section A, Line 7A

“Directors are elected by a majority of the members voting.”

Form 990, Part VI, Section A, Line 7B

“The election of officers and members of the board of directors and changes in the by-laws are subject to vote by a majority of the members voting, all in accordance with the provisions of the by-laws.”

Form 990, Part VI, Section B, Line 11B

“A draft form 990 in substantially the form filed was circulated to each member of the board of directors for review and comment prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“Iptar's charter from the board of regents of the state of new york and its certificate of incorporation as a new york not-for-profit corporation are public documents; its by-laws are posted in a link on its website [www.iptar.org] as is its conflcit of interest policy. Iptar's financial statements are reported on at its annual membership meeting and are available to members upon request.”

Form 990, Part VI, Section C, Line 19

“Iptar's charter from the board of regents of the state of new york and its certificate of incorporation as a new york not-for-profit corporation are public documents; its by-laws are posted in a link on its website [www.iptar.org] as is its conflict of interest policy. Iptar's financial statements are reported on at its annual membership meeting and are available to members upon request.”

Filing and Contact Details

Filer

Filer Name
Institute for Psychoanalytical Training
EIN
13-6144019
Phone
2124277070
Address
1651 THIRD AVENUE, NEW YORK, NY 10128
Doing Business As
Iptar

Signing Officer

Name
Anthony Mazzella
Title
Treasurer
Phone
2124277070
Signed
2020-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Reichbart
Formed
1960
Legal Domicile
Ny
Voting Board Members
21
Independent Board Members
21
Employees
5
Volunteers
0

Preparer

Firm
Prager Metis Cpas LLC
Address
14 PENN PLAZA SUITE 1800, NEW YORK, NY 10122
Preparer
Stephen Macaluso
Phone
2126430099
Raw XML AppendixShowing 400 of 716 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/PersonNm1SUSAN BERGER
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROLYN ELLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JARED RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm4ARNOLD WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm5NANCY EINBINDER
IRS990/Form990PartVIISectionAGrp/PersonNm6PHYLLIS HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD GROSE
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL MOSKOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm9ELLEN MARAKOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD REICHBART
IRS990/Form990PartVIISectionAGrp/PersonNm11FREDRIC PERLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12FLORENCE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm13BRETT GORKIN
IRS990/Form990PartVIISectionAGrp/PersonNm14JOAN HOFFENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm15ELIZABETH CUTTER EVERT
IRS990/Form990PartVIISectionAGrp/PersonNm16MARIBETH ROURKE
IRS990/Form990PartVIISectionAGrp/PersonNm17GEOFF GOODMAN
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IRS990/Form990PartVIISectionAGrp/PersonNm20EVA ATSALIS
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IRS990/Form990PartVIISectionAGrp/PersonNm22CHRIS CHRISTIAN PH D
IRS990/Form990PartVIISectionAGrp/PersonNm23ANTHONY MAZZELLA PH D
IRS990/Form990PartVIISectionAGrp/PersonNm24CAROLYN ELLMAN PH D
IRS990/Form990PartVIISectionAGrp/PersonNm25ARNOLD WILSON PH D
IRS990/Form990PartVIISectionAGrp/PersonNm26DORIS SILVERMAN PH D
IRS990/Form990PartVIISectionAGrp/PersonNm27SUSAN BERGER PH D
IRS990/Form990PartVIISectionAGrp/PersonNm28RICHARD REICHBART PHD
IRS990/Form990PartVIISectionAGrp/PersonNm29ELIZABETH EVERT LCSW
IRS990/Form990PartVIISectionAGrp/PersonNm30ELLEN MARAKOWTIZ PHD LP
IRS990/Form990PartVIISectionAGrp/PersonNm31EVA ATSALIS LCSW FIPA
IRS990/Form990PartVIISectionAGrp/PersonNm32FLORENCE WILLIAMS MA
IRS990/Form990PartVIISectionAGrp/PersonNm33RICHARD GROSE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm34JAIMESON WEBSTER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm35JANIS MCADAMS PYSD
IRS990/Form990PartVIISectionAGrp/PersonNm36JEANNE EVEN LCSW CAC
IRS990/Form990PartVIISectionAGrp/PersonNm37JOAN HOFFENBERG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm38JOE CANCELMO PYSD FIPA
IRS990/Form990PartVIISectionAGrp/PersonNm39LAURA KLEINERMAN MS CNS
IRS990/Form990PartVIISectionAGrp/PersonNm40MARISSA KANTOR PHD LP
IRS990/Form990PartVIISectionAGrp/PersonNm41MAX MALITZKY PSYD
IRS990/Form990PartVIISectionAGrp/PersonNm42MICHAEL MOSKOWITZ PHD
IRS990/Form990PartVIISectionAGrp/PersonNm43NANCY EINBINDER LCSW
IRS990/Form990PartVIISectionAGrp/PersonNm44RANDI WIRTH PHD
IRS990/Form990PartVIISectionAGrp/PersonNm45RACHEL BOUE-WIDAWSKY PHD
IRS990/Form990PartVIISectionAGrp/PersonNm46SAMANTHA SEMPER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm47SARAH VALERI LCAT ATR-BC
IRS990/Form990PartVIISectionAGrp/PersonNm48SUJATHA SUBRAMANIAN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm49TUBA TOKGOZ PHD LP FIPA
IRS990/Form990PartVIISectionAGrp/PersonNm50MATTHEW VON UNWERTH PHD LP
IRS990/Form990PartVIISectionAGrp/PersonNm51TESSA T PETTEETE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt450
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IRS990/Form990PartVIISectionAGrp/TitleTxt0FELLOW AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-DIRECTOR

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,262,148
Liabilities
$109,227
Net assets
$1,152,921
Revenue
$1,137,526
Expenses
$1,079,604
Net income
$57,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.24$0.73$1.50$1.39$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.28$0.59$1.44$1.62$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.46$0.49$1.55$1.78$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.45$0.88$1.33$1.50$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.25$1.05$1.13$1.23$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.11$1.15$1.14$1.08$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.07$1.09$1.02$0.95$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.03$1.02$0.90$0.75$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.05$0.86$0.70$0.83$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.07$0.84$0.67$0.54$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.06$0.71$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.06$0.55$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.03$0.54$0.55