Civic Intelligence

Group Foundation for Advancing Mental Health

990 • Fiscal year 2015 • EIN 13-6161730

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

25 E 21st Street 6th FLNew York, NY 10010

(212) 477-2677

Siviq Scores

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

Liabilities / Assets

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

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

Liabilities / Revenue

37th percentile

0.08x

Higher debt load relative to revenue than 37% of similar nonprofits.

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

Net Margin

54th percentile

1.6%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$275,013

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 45.4% of source-year revenue.

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

Asset Growth

46th percentile

1.6%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

9th percentile

-19%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Flat

$1,867,252

Flat from 2015

Net Assets

Flat

$1,816,326

Flat from 2015

Liabilities

Flat

$50,926

Flat from 2015

Revenue

Flat

$606,178

Flat from 2015

Expenses

Flat

$596,640

Flat from 2015

Net Income

Flat

$9,538

Flat from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,338,567Liabilities 2010: $40,838Net Assets 2010: $1,297,7292010Assets 2011: $1,547,212Liabilities 2011: $35,544Net Assets 2011: $1,511,6682011Assets 2012: $1,533,904Liabilities 2012: $43,250Net Assets 2012: $1,490,6542012Assets 2013: $1,723,195Liabilities 2013: $65,334Net Assets 2013: $1,657,8612013Assets 2014: $1,838,026Liabilities 2014: $31,238Net Assets 2014: $1,806,7882014Assets 2015: $1,867,252Liabilities 2015: $50,926Net Assets 2015: $1,816,3262015Assets 2015: $1,867,252Liabilities 2015: $50,926Net Assets 2015: $1,816,3262015Assets 2016: $1,909,960Liabilities 2016: $56,395Net Assets 2016: $1,853,5652016Assets 2017: $2,075,877Liabilities 2017: $53,093Net Assets 2017: $2,022,7842017Assets 2018: $2,108,412Liabilities 2018: $54,774Net Assets 2018: $2,053,6382018Assets 2019: $2,264,793Liabilities 2019: $61,177Net Assets 2019: $2,203,6162019Assets 2020: $2,604,997Liabilities 2020: $562,909Net Assets 2020: $2,042,0882020Assets 2021: $2,788,532Liabilities 2021: $181,505Net Assets 2021: $2,607,0272021Assets 2022: $3,034,275Liabilities 2022: $599,938Net Assets 2022: $2,434,3372022Assets 2023: $7,575,125Liabilities 2023: $962,185Net Assets 2023: $6,612,9402023

Highlighted filing

2015

Assets$1,867,252
Liabilities$50,926
Net Assets$1,816,326

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $471,8632010Expenses 2011: $497,0572011Expenses 2012: $509,1042012Revenue 2013: $744,579Expenses 2013: $577,372Net Income 2013: $167,2072013Revenue 2014: $745,315Expenses 2014: $596,388Net Income 2014: $148,9272014Revenue 2015: $606,178Expenses 2015: $596,640Net Income 2015: $9,5382015Revenue 2015: $606,178Expenses 2015: $596,640Net Income 2015: $9,5382015Revenue 2016: $630,966Expenses 2016: $593,727Net Income 2016: $37,2392016Revenue 2017: $835,793Expenses 2017: $666,574Net Income 2017: $169,2192017Revenue 2018: $707,918Expenses 2018: $677,064Net Income 2018: $30,8542018Revenue 2019: $806,794Expenses 2019: $656,816Net Income 2019: $149,9782019Revenue 2020: $522,847Expenses 2020: $684,375Net Income 2020: -$161,5282020Revenue 2021: $1,133,674Expenses 2021: $566,114Net Income 2021: $567,5602021Revenue 2022: $555,776Expenses 2022: $535,899Net Income 2022: $19,8772022Revenue 2023: $4,941,013Expenses 2023: $912,156Net Income 2023: $4,028,8572023

Highlighted filing

2015

Revenue$606,178
Expenses$596,640
Net Income$9,538
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$687,732
Mission and Program Overview

Mission

The group foundation for advancing mental health is a philanthropic organization dedicated to change lives through therapeutic group work by advancing the most effective and innovative approaches to group therapy education, training, research and community outreach.

To support group psychotherapy education, research, training, and information dissemination for the benefit of the public and professional communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,282,591$1,324,441▲ $41,850
Land, Buildings, and Equipment, Net$384,359$363,400▼ $20,959
Cash and Non-Interest-Bearing Accounts$36,223$26,389▼ $9,834
Prepaid Expenses and Deferred Charges$132$2,764▲ $2,632
Accounts Receivable$1,100$122▼ $978
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,838,026$1,867,252▲ $29,226
Other Assets Total$133,621$150,136▲ $16,515
Liabilities
Deferred Revenue$21,533$34,792▲ $13,259
Accounts Payable and Accrued Expenses$8,155$9,384▲ $1,229
Other Liabilities$1,550$6,750▲ $5,200
Total Liabilities$31,238$50,926▲ $19,688
Net Assets / Fund Balance
Unrestricted Net Assets$949,045$966,591▲ $17,546
Temporarily Rstr Net Assets$857,743$849,735▼ $8,008
Total Net Assets Fund Balance$1,806,788$1,816,326▲ $9,538
Total Liabilities and Net Assets / Fund Balance$1,838,026$1,867,252▲ $29,226

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$111,991$440,759$552,750
Land$197,250-$197,250
Other Land Buildings$54,159$113,993$168,152
Other Assets Org$150,136--
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$405,981
Program Service Revenue
$0
Investment Income
$34,384
Other Revenue
$165,813
All Other Contributions
$405,981
Change in Net Assets
$9,538

Audited Revenue Reconciliation

Revenue per Audited Statements
$606,178
Total Revenue per Audited Statements
$606,178
Total Revenue per Form 990
$606,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$373,175
Other Expenses$223,465
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$373,175--$373,175
Fees for Services Management$70,808$12,692-$83,500
Occupancy$44,784$8,027-$52,811
Depreciation Depletion$17,771$3,187-$20,958
Insurance$11,551$2,070-$13,621
Conferences and Meetings$5,658--$5,658
Fees for Services Accounting$4,664$836-$5,500
Other Expenses$4,082$732-$4,814
Fees for Service Investment Mgmnt Fees$2,720$487-$3,207
Information Technology$2,507--$2,507
Fees for Services Other$2,200--$2,200
Office Expenses$583$99-$682
All Other Expenses$314$56-$370
Total Functional Expenses$567,863$28,777$0$596,640

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$596,640
Total Expenses per Audited Statements$596,640
Total Expenses per Form 990$596,640
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Group PsychotherapyNew York, NY-Program Services$240,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$117,375
Fundraising Direct Expenses$81,554
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special events$117,375$117,375$81,554$35,821
Total Events$117,375$117,375$81,554$35,821
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security deposits$6,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The Board of Directors has designated a subset of the Board to review and approve the form 990, annually.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The Organization annually updates the conflict of interest of policy.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

There are no employees of this organization.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

there are no employess in this organization

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Upon request

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request

Filing and Contact Details

Filer

Filer Name
Group Foundation For Advancing
EIN
13-6161730
Phone
2124772677
Address
25 E 21st Street 6th FL, New York, NY 10010

Signing Officer

Name
Marsha S Block
Title
Secretary/Treasurer
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marsha S Block CAE CFRE
Formed
1961
Legal Domicile
Ny
Voting Board Members
30
Independent Board Members
30
Employees
0

Preparer

Firm
Ne Kelly and Associates LLC
Address
4238 WASHINGTON STREET SUITE 307, BOSTON, MA 02131-2517
Preparer
Nancy Kelly
Phone
8573839363
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Organization adopted ASC Topic 740, Income Taxes, that prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return, and provides guidance on derecognition, classification, interest and penalties, disclosure, and transition. Management believes that no such uncertain tax position exists for the Organization as of June 30, 2015.

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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/PersonNm0Marsha S Block CAE CFRE
IRS990/Form990PartVIISectionAGrp/PersonNm1Barbara Goldstein Amster
IRS990/Form990PartVIISectionAGrp/PersonNm2Eugene Kidder MDiv CGP
IRS990/Form990PartVIISectionAGrp/PersonNm3Phyllis Hochberg Siegel Esq
IRS990/Form990PartVIISectionAGrp/PersonNm4Les R Greene PhD CGP
IRS990/Form990PartVIISectionAGrp/PersonNm5Phyllis F Cohen PhDPsyDCGP
IRS990/Form990PartVIISectionAGrp/PersonNm6Patricia A Barth PhDCGP
IRS990/Form990PartVIISectionAGrp/PersonNm7Aaron E Black PhD CGP
IRS990/Form990PartVIISectionAGrp/PersonNm8Lisa Mahon PhD CGP
IRS990/Form990PartVIISectionAGrp/PersonNm9Keith J Rand MA MFT CGP
IRS990/Form990PartVIISectionAGrp/PersonNm10Kathy T Rider LCSW BCD CGP
IRS990/Form990PartVIISectionAGrp/PersonNm11Kathleen H Ulman PhD CGP
IRS990/Form990PartVIISectionAGrp/PersonNm12Karen S Travis MSW LCSWCGP
IRS990/Form990PartVIISectionAGrp/PersonNm13Jeffrey Hudson MEd LPC CGP
IRS990/Form990PartVIISectionAGrp/PersonNm14Jeffrey L Kleinberg PhD CGP
IRS990/Form990PartVIISectionAGrp/PersonNm15Christine Fitzstevens LCSW-R
IRS990/Form990PartVIISectionAGrp/PersonNm16Elliot M Zeisel PhD MSWCGP
IRS990/Form990PartVIISectionAGrp/PersonNm17Sally B Henry LCSW CGP
IRS990/Form990PartVIISectionAGrp/PersonNm18David M Hawkins MD CGP
IRS990/Form990PartVIISectionAGrp/PersonNm19Connie Concannon LCSW CGP
IRS990/Form990PartVIISectionAGrp/PersonNm20Carol A Vaughan LCSW CGP
IRS990/Form990PartVIISectionAGrp/PersonNm21Byron E Wilkenfeld MD CGP
IRS990/Form990PartVIISectionAGrp/PersonNm22Darryl L Pure PhDABPPCGP
IRS990/Form990PartVIISectionAGrp/PersonNm23Barbara Squire IlfeldMSNRNCS
IRS990/Form990PartVIISectionAGrp/PersonNm24Barbara B Dazzo PhD LCSW
IRS990/Form990PartVIISectionAGrp/PersonNm25Andrea E Pully MEd LPC CGP
IRS990/Form990PartVIISectionAGrp/PersonNm26Joanna Weber MSW LCSW
IRS990/Form990PartVIISectionAGrp/PersonNm27Elizabeth B Knight MSW CGP
IRS990/Form990PartVIISectionAGrp/PersonNm28Eleanor F Counselman EdDCGP
IRS990/Form990PartVIISectionAGrp/PersonNm29Mary W Nicholas PhD LCSW
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairwoman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director
IRS990/Form990PartVIISectionAGrp/TitleTxt29Director
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossRentsGrp/RealAmt0129992
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IRS990/InsuranceGrp/ProgramServicesAmt011551
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IRS990/InterestGrp/TotalAmt00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.58$0.96$6.61$4.94$0.91$4.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.60$2.43$0.56$0.54$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.18$2.61$1.13$0.57$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.56$2.04$0.52$0.68$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.06$2.20$0.81$0.66$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.05$2.05$0.71$0.68$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.05$2.02$0.84$0.67$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.06$1.85$0.63$0.59$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.05$1.82$0.61$0.60$0.01
2015Summary only. Only limited summary data is available for this year.$1.87$0.05$1.82$0.61$0.60$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.03$1.81$0.75$0.60$0.15
2013Summary only. Only limited summary data is available for this year.$1.72$0.07$1.66$0.74$0.58$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.04$1.49$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.04$1.51$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.04$1.30$0.47