Civic Intelligence

Denver Institute for Psychoanalysis Attn Denise Wagner

990 • Fiscal year 2021 • EIN 23-7065236

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

13001 E 17th Place Mail Stop F546Aurora, CO 80045

(303) 724-2666

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$14,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

49th percentile

8.6%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

10%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,528,456

Up $121,108 (+8.6%) from 2020

Net Assets

Up

$1,522,682

Up $142,107 (+10%) from 2020

Liabilities

Down

$5,774

Down $20,999 (-78%) from 2020

Revenue

Up

$371,403

Up $34,870 (+10%) from 2020

Expenses

Up

$229,296

Up $26,432 (+13%) from 2020

Net Income

Up

$142,107

Up $8,438 (+6.3%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2013: $894,646Liabilities 2013: $5,384Net Assets 2013: $889,2622013Assets 2014: $919,745Liabilities 2014: $3,436Net Assets 2014: $916,3092014Assets 2015: $947,696Liabilities 2015: $123Net Assets 2015: $947,5732015Assets 2016: $1,013,983Liabilities 2016: $271Net Assets 2016: $1,013,7122016Assets 2017: $1,079,306Liabilities 2017: $1,586Net Assets 2017: $1,077,7202017Assets 2018: $1,171,184Liabilities 2018: $4,673Net Assets 2018: $1,166,5112018Assets 2019: $1,249,910Liabilities 2019: $3,004Net Assets 2019: $1,246,9062019Assets 2020: $1,407,348Liabilities 2020: $26,773Net Assets 2020: $1,380,5752020Assets 2021: $1,528,456Liabilities 2021: $5,774Net Assets 2021: $1,522,6822021Assets 2022: $1,669,530Liabilities 2022: $3,012Net Assets 2022: $1,666,5182022Assets 2023: $1,657,464Liabilities 2023: $7,878Net Assets 2023: $1,649,5862023Assets 2024: $1,646,540Liabilities 2024: $679Net Assets 2024: $1,645,8612024Assets 2025: $1,704,684Liabilities 2025: -$1,043Net Assets 2025: $1,705,7272025

Highlighted filing

2021

Assets$1,528,456
Liabilities$5,774
Net Assets$1,522,682

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2013: $176,5762013Revenue 2014: $175,836Expenses 2014: $148,789Net Income 2014: $27,0472014Revenue 2015: $186,750Expenses 2015: $155,486Net Income 2015: $31,2642015Revenue 2016: $227,875Expenses 2016: $161,736Net Income 2016: $66,1392016Revenue 2017: $232,494Expenses 2017: $168,485Net Income 2017: $64,0092017Revenue 2018: $266,271Expenses 2018: $177,480Net Income 2018: $88,7912018Revenue 2019: $265,715Expenses 2019: $185,320Net Income 2019: $80,3952019Revenue 2020: $336,533Expenses 2020: $202,864Net Income 2020: $133,6692020Revenue 2021: $371,403Expenses 2021: $229,296Net Income 2021: $142,1072021Revenue 2022: $377,120Expenses 2022: $233,284Net Income 2022: $143,8362022Revenue 2023: $210,733Expenses 2023: $227,665Net Income 2023: -$16,9322023Revenue 2024: $240,560Expenses 2024: $244,285Net Income 2024: -$3,7252024Revenue 2025: $302,062Expenses 2025: $242,196Net Income 2025: $59,8662025

Highlighted filing

2021

Revenue$371,403
Expenses$229,296
Net Income$142,107
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$512,562
Mission and Program Overview

Mission

The Denver Institute for Psychoanalysis is organized for the purpose of providing psychoanalytic education for the qualified applicants, to advance scholarship and research in the science of psychoanalysis, and to encourage application of psychoanalytic knowledge to relevant fields of study and practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,083,376$1,100,836▲ $17,460
Savings and Temporary Cash Investments$247,419$289,485▲ $42,066
Cash and Non-Interest-Bearing Accounts$75,602$137,151▲ $61,549
Land, Buildings, and Equipment, Net$885$885→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,407,348$1,528,456▲ $121,108
Other Assets Total$66$99▲ $33
Liabilities
Other Liabilities$24,101$0▼ $24,101
Accounts Payable and Accrued Expenses$2,672$5,774▲ $3,102
Total Liabilities$26,773$5,774▼ $20,999
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,380,575$1,522,682▲ $142,107
Total Liabilities and Net Assets / Fund Balance$1,407,348$1,528,456▲ $121,108

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$885$5,849$6,734
Other Securities$1,100,836--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$247,419-▲ $53,591-$289,485
2019$246,047-▼ $886-$247,419
2018$189,344$50,000▲ $14,136-$246,047
2017$136,745$50,000▲ $8,297-$189,344
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stacey Fry PsyDDirectorPT$14,000$14,000
Rachel Norwood MDAssociate DirectorPT$8,000$8,000
Paula Bernstein PhDTreasurerPT$2,000$2,000
David Williams MDSecretary-$1,600$1,600

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$114,115
Program Service Revenue
$127,221
Investment Income
$130,067
Other Revenue
$0
All Other Contributions
$114,115
Change in Net Assets
$142,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$164,057
Other Expenses$65,239
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,089--$126,089
Current Officers, Directors, Trustees, and Key Employees$25,600--$25,600
Fees for Services Legal-$22,513-$22,513
Payroll Taxes$10,104--$10,104
Insurance$5,603--$5,603
Information Technology$3,520--$3,520
Occupancy$3,335--$3,335
Fees for Services Accounting-$2,425-$2,425
Other Employee Benefits$2,264--$2,264
Office Expenses$920--$920
Other Expenses$120--$120
All Other Expenses$25--$25
Total Functional Expenses$204,358$24,938$0$229,296
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
No
Annual disclosure for covered persons
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, Part VI, Section B, line 11B

A copy of the 990 is electronically transmitted to the organization for their review before the return is filed.

Form 990, Part VI, Section C, line 19

Posted last 5 years on Colorado Gives website.

Part VI, line 11

The Director of the Institute and the Treasurer review the 990 and attempt to identify any areas of concern, discrepancies or inaccuracies.

Filing and Contact Details

Filer

Filer Name
Denver Institute for Psychoanalysis
EIN
23-7065236
Phone
3037242666
Address
13001 E 17th Place Mail Stop F546, Aurora, CO 80045

Signing Officer

Name
Paula Bernstein
Title
Treasurer
Phone
3037242666
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neil Rosen PsyD
Formed
1970
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
SingerLewak LLP
Address
2000 S Colorado Blvd Ste 2-200, Denver, CO 80222
Preparer
Eric Lake
Phone
3037592727
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

Funds held by Community First Foundation for the purpose of providing psychoanalytic education for the qualified applicants, to advance scholarship and research in the science of psychoanalysis, and to encourage application of psychoanalytic knowledge to relevant fields of study and practice.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0127221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0127221
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0129556
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0111114
IRS990/PYOtherExpensesAmt059968
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt095863
IRS990/PYRevenuesLessExpensesAmt0133669
IRS990/PYSalariesCompEmpBnftPaidAmt0139896
IRS990/PYTotalExpensesAmt0202864
IRS990/PYTotalProfFndrsngExpnsAmt03000
IRS990/PYTotalRevenueAmt0336533
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0142107
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0127221
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0247419
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0289485
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02647
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0247419
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0289485
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt08878
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt053591
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0246047
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0247419
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt07217
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-886
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02195
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0189344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0246047
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt05238
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014136
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01659
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0136745
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0189344
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04039
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08297
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0885
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05849
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06734
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01100836
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Mutual Funds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Funds held by Community First Foundation for the purpose of providing psychoanalytic education for the qualified applicants, to advance scholarship and research in the science of psychoanalysis, and to encourage application of psychoanalytic knowledge to relevant fields of study and practice.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0885
IRS990ScheduleD/TotalBookValueSecuritiesAmt01100836
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The policy is stated in the materials describing the programs that are used to solicit students, including the Handbook and the Website.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the 990 is electronically transmitted to the organization for their review before the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Posted last 5 years on Colorado Gives website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Director of the Institute and the Treasurer review the 990 and attempt to identify any areas of concern, discrepancies or inaccuracies.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, line 11
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01407348
IRS990/TotalAssetsEOYAmt01528456
IRS990/TotalAssetsGrp/BOYAmt01407348
IRS990/TotalAssetsGrp/EOYAmt01528456
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0114115
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024938
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204358
IRS990/TotalFunctionalExpensesGrp/TotalAmt0229296
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026773
IRS990/TotalLiabilitiesEOYAmt05774
IRS990/TotalLiabilitiesGrp/BOYAmt026773
IRS990/TotalLiabilitiesGrp/EOYAmt05774
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01380575
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01522682
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0204358
IRS990/TotalProgramServiceRevenueAmt0127221
IRS990/TotalReportableCompFromOrgAmt025600
IRS990/TotalRevenueGrp/ExclusionAmt0130067
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0127221
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0371403
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01407348
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01528456
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

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