Civic Intelligence

Center for Psychotherapy and Psychoanalysis of New Jersey Inc.

990 • Fiscal year 2019 • EIN 26-2023346

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 25, 2020

235 Main Street No 184Madison, NJ 07940

(973) 912-4432

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

Net Margin

44th percentile

1.6%

Higher net margin than 44% of similar nonprofits.

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

Asset Growth

48th percentile

2.0%

Faster asset growth than 48% of similar nonprofits.

2019 filings • NTEE B • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

1.1%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • NTEE B • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$96,303

Up $1,902 (+2.0%) from 2018

Net Assets

Up

$96,303

Up $1,902 (+2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$122,697

Up $1,296 (+1.1%) from 2018

Expenses

Down

$120,795

Down $2,264 (-1.8%) from 2018

Net Income

Up

$1,902

Up $3,560 (+215%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $104,250Liabilities 2016: $0Net Assets 2016: $104,2502016Assets 2017: $96,059Liabilities 2017: $0Net Assets 2017: $96,0592017Assets 2018: $94,401Liabilities 2018: $0Net Assets 2018: $94,4012018Assets 2019: $96,303Liabilities 2019: $0Net Assets 2019: $96,3032019Assets 2020: $94,019Liabilities 2020: $0Net Assets 2020: $94,0192020Assets 2021: $96,102Liabilities 2021: $0Net Assets 2021: $96,1022021Assets 2022: $104,644Liabilities 2022: $0Net Assets 2022: $104,6442022Assets 2023: $101,383Liabilities 2023: $0Net Assets 2023: $101,3832023Assets 2024: $92,816Liabilities 2024: $0Net Assets 2024: $92,8162024

Highlighted filing

2019

Assets$96,303
Liabilities$0
Net Assets$96,303

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $105,997Expenses 2016: $135,742Net Income 2016: -$29,7452016Revenue 2017: $120,292Expenses 2017: $128,483Net Income 2017: -$8,1912017Revenue 2018: $121,401Expenses 2018: $123,059Net Income 2018: -$1,6582018Revenue 2019: $122,697Expenses 2019: $120,795Net Income 2019: $1,9022019Revenue 2020: $100,753Expenses 2020: $103,037Net Income 2020: -$2,2842020Revenue 2021: $100,125Expenses 2021: $98,042Net Income 2021: $2,0832021Revenue 2022: $108,316Expenses 2022: $99,774Net Income 2022: $8,5422022Revenue 2023: $126,667Expenses 2023: $129,928Net Income 2023: -$3,2612023Revenue 2024: $106,189Expenses 2024: $114,756Net Income 2024: -$8,5672024

Highlighted filing

2019

Revenue$122,697
Expenses$120,795
Net Income$1,902
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 25, 2020
Return Version
2019v5.0
Gross Receipts
$124,968
Mission and Program Overview

Mission

Educational - to train qualified and interested professionals in the principles and practice of psychoanalysis and psychoanalytic psychology and psychotherapy.

Educational - psychoanalytic training

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$94,401$96,303▲ $1,902
Savings and Temporary Cash Investments$65,323$55,334▼ $9,989
Cash and Non-Interest-Bearing Accounts$29,078$40,969▲ $11,891
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$94,401$96,303▲ $1,902
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$94,401$96,303▲ $1,902
Total Liabilities and Net Assets / Fund Balance$94,401$96,303▲ $1,902
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laura ArrueAssociate Director
Debra RoelkeDirector
Nell JacksonDirector of Public Relatio
Nina WilliamsDirector of Training
Karyn ReaderDirector, Psychotherapy Ce
Melanie KargerCandidate Representative
Debbie LinerDean of Faculty
Janet HofferDean of Students
Karen HeffernanSecretary of Policies/byla
Charles MostTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$121,106
Investment Income
$11
Other Revenue
$1,580
Change in Net Assets
$1,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,795
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$25,695$841-$26,536
Insurance$12,200--$12,200
All Other Expenses$260$4,233-$4,493
Advertising$3,577--$3,577
Fees for Services Accounting-$3,250-$3,250
Other Expenses$3,006$56,600-$3,006
Office Expenses-$1,630-$1,630
Total Functional Expenses$54,241$66,554$0$120,795
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$3,851
Gaming Direct Expenses$2,271
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
Backup withholding compliance
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

The governing board reviews form 990 prior to filing based on records maintained for the accounting period then ended.

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

Per the organization's bylaws, article ix, section 2 (conflicts of interest), part ii (procedures for determining if a conflict of interest exists): a. Any possible conflict of interest must be disclosed by the interested person or persons to the board of directors in writing immediatley upon discovery. Any person found to be in violation of this bylaw will be subject to possible disciplinary action by the governing board immediately upon discovery of any such possible conflicts. B. Upon discovery of a possible conflict of interest, the board will review the relevant details of such situations or agreements to determine if a conflict does or would in fact exist. Such discussions and relevant voting may occur either at the next regularly scheduled meeting of the governing board or at a special meeting for the purpose of determining whether a conflict of interest does or would exist. C. If a conflict of interest is found to exist, the nature and extent of the conflict will be determined by all non-interested members of the governing board present. Remedies, including any disciplinary or corrective actions to be taken will be discussed and voted on by all non-interested members of the governing board present. Future meetings for further information and final discussion may be required and will be scheduled by the governing board as needed. D. Disciplinary and/or corrective actions will be implemented as determined by the governing board. Such actions may include but are not limited to suspension or termination of membership with cppnj, determination of restitution due to the organization from the interested party or parties, and cancellation or amendment to any agreements for which a conflict of interest exists. Per the organization's bylaws, article ix, section 2 (conflicts of interest), part iv (annual statement of conflict of interest policy): all governing board members will be required to receive a copy of the organization's conflict of interest policy and provide a signed statement to the organization no less than annually attesting that the board member has read, understands and agrees to comply with the organization's conflict of interest policy and that the member understands that the organization is charitable and in order to maintain federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Such statements may be preprinted by the organization in the form of a letter which the board members may sign for acknowledgement.

Form 990, Part VI, Section C, Line 19

The organization maintains copies of governing documents, conflict of interest policy and financial statements at the primary office. Copies of such documents are available to the public and are provided upon request.

Filing and Contact Details

Filer

Filer Name
Center for Psychotherapy and
EIN
26-2023346
Phone
9739124432
Address
235 MAIN STREET NO 184, MADISON, NJ 07940

Signing Officer

Name
Charles Most
Title
Treasurer
Phone
9739124432
Signed
2020-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Roelke
Formed
2008
Legal Domicile
Nj
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Long Colgary & Co LLC
Address
1135 CLIFTON AVENUE SUITE 101, CLIFTON, NJ 07013
Preparer
Adam S Long CPA
Phone
9734721817
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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/TitleTxt5DIRECTOR OF PUBLIC RELATIO
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DEAN OF FACULTY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BOARD REVIEWS FORM 990 PRIOR TO FILING BASED ON RECORDS MAINTAINED FOR THE ACCOUNTING PERIOD THEN ENDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PER THE ORGANIZATION'S BYLAWS, ARTICLE IX, SECTION 2 (CONFLICTS OF INTEREST), PART II (PROCEDURES FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS): A. ANY POSSIBLE CONFLICT OF INTEREST MUST BE DISCLOSED BY THE INTERESTED PERSON OR PERSONS TO THE BOARD OF DIRECTORS IN WRITING IMMEDIATLEY UPON DISCOVERY. ANY PERSON FOUND TO BE IN VIOLATION OF THIS BYLAW WILL BE SUBJECT TO POSSIBLE DISCIPLINARY ACTION BY THE GOVERNING BOARD IMMEDIATELY UPON DISCOVERY OF ANY SUCH POSSIBLE CONFLICTS. B. UPON DISCOVERY OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD WILL REVIEW THE RELEVANT DETAILS OF SUCH SITUATIONS OR AGREEMENTS TO DETERMINE IF A CONFLICT DOES OR WOULD IN FACT EXIST. SUCH DISCUSSIONS AND RELEVANT VOTING MAY OCCUR EITHER AT THE NEXT REGULARLY SCHEDULED MEETING OF THE GOVERNING BOARD OR AT A SPECIAL MEETING FOR THE PURPOSE OF DETERMINING WHETHER A CONFLICT OF INTEREST DOES OR WOULD EXIST. C. IF A CONFLICT OF INTEREST IS FOUND TO EXIST, THE NATURE AND EXTENT OF THE CONFLICT WILL BE DETERMINED BY ALL NON-INTERESTED MEMBERS OF THE GOVERNING BOARD PRESENT. REMEDIES, INCLUDING ANY DISCIPLINARY OR CORRECTIVE ACTIONS TO BE TAKEN WILL BE DISCUSSED AND VOTED ON BY ALL NON-INTERESTED MEMBERS OF THE GOVERNING BOARD PRESENT. FUTURE MEETINGS FOR FURTHER INFORMATION AND FINAL DISCUSSION MAY BE REQUIRED AND WILL BE SCHEDULED BY THE GOVERNING BOARD AS NEEDED. D. DISCIPLINARY AND/OR CORRECTIVE ACTIONS WILL BE IMPLEMENTED AS DETERMINED BY THE GOVERNING BOARD. SUCH ACTIONS MAY INCLUDE BUT ARE NOT LIMITED TO SUSPENSION OR TERMINATION OF MEMBERSHIP WITH CPPNJ, DETERMINATION OF RESTITUTION DUE TO THE ORGANIZATION FROM THE INTERESTED PARTY OR PARTIES, AND CANCELLATION OR AMENDMENT TO ANY AGREEMENTS FOR WHICH A CONFLICT OF INTEREST EXISTS. PER THE ORGANIZATION'S BYLAWS, ARTICLE IX, SECTION 2 (CONFLICTS OF INTEREST), PART IV (ANNUAL STATEMENT OF CONFLICT OF INTEREST POLICY): ALL GOVERNING BOARD MEMBERS WILL BE REQUIRED TO RECEIVE A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND PROVIDE A SIGNED STATEMENT TO THE ORGANIZATION NO LESS THAN ANNUALLY ATTESTING THAT THE BOARD MEMBER HAS READ, UNDERSTANDS AND AGREES TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND THAT THE MEMBER UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. SUCH STATEMENTS MAY BE PREPRINTED BY THE ORGANIZATION IN THE FORM OF A LETTER WHICH THE BOARD MEMBERS MAY SIGN FOR ACKNOWLEDGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAINTAINS COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AT THE PRIMARY OFFICE. COPIES OF SUCH DOCUMENTS ARE AVAILABLE TO THE PUBLIC AND ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 MAIN STREET NO 184
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IRS990/USAddress/ZIPCd007940
IRS990/VotingMembersGoverningBodyCnt010
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES MOST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09739124432
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTER FOR PSYCHOTHERAPY AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PSYCHOANALYSIS OF NEW JERSEY INC
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0262023346
ReturnHeader/Filer/PhoneNum09739124432
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 MAIN STREET NO 184
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C3E4EE65AABE8D197ADDE8D0D94C7E8478B2167E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3E4EE65AABE8D197ADDE8D0D94C7E8478B2167E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.81.163.197
ReturnHeader/FilingSecurityInformation/IPDt02020-02-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm021:52:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223769808
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LONG COLGARY & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01135 CLIFTON AVENUE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLIFTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007013
ReturnHeader/PreparerPersonGrp/PhoneNum09734721817
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM S LONG CPA
ReturnHeader/ReturnTs02020-02-28T17:00:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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