Civic Intelligence

The Philadelphia Psychoanalytic Foundation

990 • Fiscal year 2023 • EIN 23-2397862

Jul 01, 2022 to Jun 30, 2023 • Filed on May 08, 2024

Organization ProfileWWW.PHILANALYSIS.ORG/FOUNDATION.HTML
3810 MT Pleasant DrivePhiladelphia, PA 19121

(215) 235-2345

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.05x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$1,558,369

Up $168,162 (+12%) from 2022

Net Assets

Up

$1,554,369

Up $170,362 (+12%) from 2022

Liabilities

Down

$4,000

Down $2,200 (-35%) from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin86th percentile

Revenue

Up

$82,585

Up $9,689 (+13%) from 2022

Expenses

Down

$50,710

Down $8,427 (-14%) from 2022

Net Income

Up

$31,875

Up $18,116 (+132%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $850,793Liabilities 2012: $3,100Net Assets 2012: $847,6932012Assets 2013: $913,329Liabilities 2013: $3,100Net Assets 2013: $910,2292013Assets 2014: $1,046,695Liabilities 2014: $3,100Net Assets 2014: $1,043,5952014Assets 2015: $1,029,628Liabilities 2015: $3,100Net Assets 2015: $1,026,5282015Assets 2016: $996,439Liabilities 2016: $3,100Net Assets 2016: $993,3392016Assets 2017: $1,116,161Liabilities 2017: $3,100Net Assets 2017: $1,113,0612017Assets 2018: $1,194,941Liabilities 2018: $3,100Net Assets 2018: $1,191,8412018Assets 2019: $1,255,464Liabilities 2019: $2,800Net Assets 2019: $1,252,6642019Assets 2020: $1,258,529Liabilities 2020: $10,600Net Assets 2020: $1,247,9292020Assets 2021: $1,650,467Liabilities 2021: $3,000Net Assets 2021: $1,647,4672021Assets 2022: $1,390,207Liabilities 2022: $6,200Net Assets 2022: $1,384,0072022Assets 2023: $1,558,369Liabilities 2023: $4,000Net Assets 2023: $1,554,3692023Assets 2024: $1,782,678Liabilities 2024: $4,300Net Assets 2024: $1,778,3782024Assets 2025: $1,973,136Liabilities 2025: $4,500Net Assets 2025: $1,968,6362025

Highlighted filing

2023

Assets$1,558,369
Liabilities$4,000
Net Assets$1,554,369
Open 2023 Filing

Operations Trend

Revenue Growth60th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $40,086Expenses 2012: $26,079Net Income 2012: $14,0072012Revenue 2013: $38,816Expenses 2013: $37,488Net Income 2013: $1,3282013Revenue 2014: $42,834Expenses 2014: $38,595Net Income 2014: $4,2392014Revenue 2015: $44,315Expenses 2015: $45,549Net Income 2015: -$1,2342015Revenue 2016: $48,872Expenses 2016: $45,620Net Income 2016: $3,2522016Revenue 2017: $53,014Expenses 2017: $34,688Net Income 2017: $18,3262017Revenue 2018: $49,659Expenses 2018: $36,920Net Income 2018: $12,7392018Revenue 2019: $99,288Expenses 2019: $37,404Net Income 2019: $61,8842019Revenue 2020: $129,260Expenses 2020: $64,983Net Income 2020: $64,2772020Revenue 2021: $112,849Expenses 2021: $38,248Net Income 2021: $74,6012021Revenue 2022: $72,896Expenses 2022: $59,137Net Income 2022: $13,7592022Revenue 2023: $82,585Expenses 2023: $50,710Net Income 2023: $31,8752023Revenue 2024: $78,425Expenses 2024: $90,104Net Income 2024: -$11,6792024Revenue 2025: $93,205Expenses 2025: $84,117Net Income 2025: $9,0882025

Highlighted filing

2023

Revenue$82,585
Expenses$50,710
Net Income$31,875
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$224,782
Mission and Program Overview

Mission

A non-for-profit organization

A not-for-profit organization dedicated to encouraging the advancement of psychoanalysis by promoting research and psychoanalytic education and by promoting the application of psychoanalytic knowledge in service to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,381,397$1,543,052▲ $161,655
Savings and Temporary Cash Investments$6,192$11,740▲ $5,548
Total Assets$1,390,207$1,558,369▲ $168,162
Other Assets Total$2,618$3,577▲ $959
Liabilities
Accounts Payable and Accrued Expenses$6,200$4,000▼ $2,200
Total Liabilities$6,200$4,000▼ $2,200
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,047,336$1,166,357▲ $119,021
Net Assets With Donor Restrictions$336,671$388,012▲ $51,341
Total Net Assets Fund Balance$1,384,007$1,554,369▲ $170,362
Total Liabilities and Net Assets / Fund Balance$1,390,207$1,558,369▲ $168,162

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,040,501$26,812▲ $124,140$40,639$1,150,815
2021$1,240,658$20,993▼ $186,938$34,212$1,040,502
2020$949,750$11,700▲ $301,408$22,200$1,240,658
2019$973,404$12,328▲ $3,518$39,500$949,750
2018$947,870-▲ $31,534$6,000$973,404
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Kathleen Ross PhdChair & Pres
Annarita Gentile MssDirector
E Shireen Kapadia PhdDirector
Kevin Mccarthy PhdDirector
Lana Fishkin MdDirector
Ralph Fishkin DoSecretary
Homi Kapadia Mba MsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,730
Program Service Revenue
$0
Investment Income
$38,855
Other Revenue
$0
All Other Contributions
$43,730
Change in Net Assets
$31,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,600
Other Expenses$14,110
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,600--$36,600
Fees for Service Investment Mgmnt Fees-$8,985-$8,985
Fees for Services Accounting-$4,000-$4,000
Insurance-$896-$896
Office Expenses-$229-$229
Total Functional Expenses$36,600$14,110$0$50,710
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Psychoanalytic Center of PhilaPhiladelphia, PA-Program Assistance$36,600
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 2

“Ralph fishkin lana fishkin secretary director husband & wife homi kapadia e. Shireen kapadia treasurer director husband & wife”

Form 990, Page 6, Part VI, Line 7A

“The psychoanalytic center of philadelphia as the sole "member" of the foundation has the power, through its board, to approve election and appointment of the foundation's board.”

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed and approved by the board chair, president, and treasurer who are representing the entire board.”

Form 990, Page 6, Part VI, Line 12C

“All board members are required to fill out an annual conflict of interest form. They are also expected to disclose any relationships that come up during the year.”

Form 990, Page 6, Part VI, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Philadelphia Psychoanalytic
EIN
23-2397862
Phone
2152352345
Address
3810 MT PLEASANT DRIVE, PHILADELPHIA, PA 19121

Signing Officer

Name
Kathleen Ross Phd
Title
Chair & President
Phone
2152352345
Signed
2024-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Ross Phd
Formed
1986
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
O'CONNELL & COMPANY LLC
Address
165 TOWNSHIP LINE RD STE 1100, JENKINTOWN, PA 19046
Preparer
Robert J Mcnamee
Phone
2158874425
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“A not-for-profit organization dedicated to encouraging the advancement of psychoanalysis by promoting research and psychoanalytic education and by promoting the application of psychoanalytic knowledge in service to the community.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is exempt from income tax under irc section 501(c)(3), though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the code. The foundation has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations; and to identify and evaluate other matters that may be considered tax positions. The foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
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IRS990ScheduleI/RecipientTable/RecipientEIN0232397862
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03810 MOUNT PLEASANT DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO ENCOURAGING THE ADVANCEMENT OF PSYCHOANALYSIS BY PROMOTING RESEARCH AND PSYCHOANALYTIC EDUCATION AND BY PROMOTING THE APPLICATION OF PSYCHOANALYTIC KNOWLEDGE IN SERVICE TO THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RALPH FISHKIN LANA FISHKIN SECRETARY DIRECTOR HUSBAND & WIFE HOMI KAPADIA E. SHIREEN KAPADIA TREASURER DIRECTOR HUSBAND & WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PSYCHOANALYTIC CENTER OF PHILADELPHIA AS THE SOLE "MEMBER" OF THE FOUNDATION HAS THE POWER, THROUGH ITS BOARD, TO APPROVE ELECTION AND APPOINTMENT OF THE FOUNDATION'S BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS REVIEWED AND APPROVED BY THE BOARD CHAIR, PRESIDENT, AND TREASURER WHO ARE REPRESENTING THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT AN ANNUAL CONFLICT OF INTEREST FORM. THEY ARE ALSO EXPECTED TO DISCLOSE ANY RELATIONSHIPS THAT COME UP DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,558,369
Liabilities
$4,000
Net assets
$1,554,369
Revenue
$82,585
Expenses
$50,710
Net income
$31,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$0.09$0.08$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.55$0.08$0.05$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.01$1.38$0.07$0.06$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.11$0.04$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.01$1.25$0.13$0.06$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.25$0.10$0.04$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.05$0.04$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.11$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$0.99$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.04$0.04$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.04$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.04$0.03$0.01