Civic Intelligence

Jungian Psychoanalytic Association

990 • Fiscal year 2018 • EIN 55-0867133

Sep 01, 2017 to Aug 31, 2018 • Filed on Oct 19, 2018

105 East 34th Street No 192New York, NY 10016

(212) 203-2106

Siviq Scores

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

Liabilities / Assets

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Net Margin

56th percentile

8.2%

Higher net margin than 56% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

3.2%

Faster asset growth than 50% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-0.5%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$266,957

Up $8,287 (+3.2%) from 2017

Net Assets

Up

$265,613

Up $16,024 (+6.4%) from 2017

Liabilities

Down

$1,344

Down $7,737 (-85%) from 2017

Revenue

Down

$196,420

Down $961 (-0.5%) from 2017

Expenses

Down

$180,396

Down $67,814 (-27%) from 2017

Net Income

Up

$16,024

Up $66,853 (+132%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $117,907Liabilities 2010: $974Net Assets 2010: $116,9332010Assets 2011: $106,875Liabilities 2011: $18,250Net Assets 2011: $88,6252011Assets 2012: $94,208Liabilities 2012: $5,661Net Assets 2012: $88,5472012Assets 2013: $192,682Liabilities 2013: $7,017Net Assets 2013: $185,6652013Assets 2014: $215,571Liabilities 2014: $2,500Net Assets 2014: $213,0712014Assets 2015: $276,199Liabilities 2015: $10,345Net Assets 2015: $265,8542015Assets 2016: $319,102Liabilities 2016: $18,684Net Assets 2016: $300,4182016Assets 2017: $258,670Liabilities 2017: $9,081Net Assets 2017: $249,5892017Assets 2018: $266,957Liabilities 2018: $1,344Net Assets 2018: $265,6132018Assets 2019: $217,623Liabilities 2019: $5,155Net Assets 2019: $212,4682019Assets 2020: $203,406Liabilities 2020: $9,719Net Assets 2020: $193,6872020Assets 2023: $265,776Liabilities 2023: $845Net Assets 2023: $264,9312023Assets 2024: $240,934Liabilities 2024: $2,095Net Assets 2024: $238,8392024

Highlighted filing

2018

Assets$266,957
Liabilities$1,344
Net Assets$265,613

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $123,7482010Revenue 2011: $146,204Expenses 2011: $174,512Net Income 2011: -$28,3082011Expenses 2012: $167,5542012Expenses 2013: $146,9552013Revenue 2014: $196,631Expenses 2014: $169,225Net Income 2014: $27,4062014Revenue 2015: $220,860Expenses 2015: $168,077Net Income 2015: $52,7832015Revenue 2016: $215,405Expenses 2016: $180,841Net Income 2016: $34,5642016Revenue 2017: $197,381Expenses 2017: $248,210Net Income 2017: -$50,8292017Revenue 2018: $196,420Expenses 2018: $180,396Net Income 2018: $16,0242018Revenue 2019: $178,560Expenses 2019: $231,705Net Income 2019: -$53,1452019Revenue 2020: $139,827Expenses 2020: $158,608Net Income 2020: -$18,7812020Revenue 2023: $216,150Expenses 2023: $198,370Net Income 2023: $17,7802023Revenue 2024: $192,222Expenses 2024: $218,314Net Income 2024: -$26,0922024

Highlighted filing

2018

Revenue$196,420
Expenses$180,396
Net Income$16,024
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Oct 19, 2018
Return Version
2017v2.3
Gross Receipts
$196,420
Mission and Program Overview

Mission

The primary mission of the organization, which is to train and qualify jungian psychoanalysts, is accomplished with 33-week course work and completing other requirements including personal analysis and supervision of clinical work. One graduated within the fiscal year.

The entity's primary purpose is to train and to qualify jungian psychoanalysts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$138,566$154,590▲ $16,024
Investments Other Securities$145,776$151,859▲ $6,083
Cap Stk Tr Prin Current Funds$111,023$111,023→ $0
Cash and Non-Interest-Bearing Accounts$92,792$96,172▲ $3,380
Land, Buildings, and Equipment, Net$8,677$7,501▼ $1,176
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$258,670$266,957▲ $8,287
Other Assets Total$11,425$11,425→ $0
Liabilities
Accounts Payable and Accrued Expenses$9,081$1,344▼ $7,737
Total Liabilities$9,081$1,344▼ $7,737
Net Assets / Fund Balance
Total Net Assets Fund Balance$249,589$265,613▲ $16,024
Total Liabilities and Net Assets / Fund Balance$258,670$266,957▲ $8,287

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$7,357$6,333$13,690
Equipment$144$1,073$1,217
Other Securities$137,768--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Margaret KlenckPresident, Director
Annie BolandVice-president, Director
Craig StephensonDirector of Training
Sarah Berry TschinkelSecretary, Director
Michael MarsmanTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$45,292
Program Service Revenue
$144,850
Investment Income
$6,278
Other Revenue
$0
All Other Contributions
$16,826
Change in Net Assets
$16,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$154,958
Salaries, Compensation, and Employee Benefits$25,438
Total Fundraising Expense$671
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$95,645--$95,645
Comp Disqual Persons$18,548$4,637-$23,185
Fees for Services Accounting$7,680$1,920-$9,600
Travel$7,772--$7,772
Insurance$4,240$3,019-$7,259
Office Expenses$5,584$579$273$6,436
Information Technology$3,951$988-$4,939
Advertising$1,646$506$380$2,532
Payroll Taxes$1,802$451-$2,253
Depreciation Depletion-$1,176-$1,176
All Other Expenses$865--$865
Conferences and Meetings$831--$831
Other Expenses$810--$810
Fees for Services Management$78$24$18$120
Fees for Services Legal$-9,092--$-9,092
Total Functional Expenses$166,425$13,300$671$180,396
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 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

The organization does have stockholders because it is a corporation, but it is run as a member organization without issuance of stock certificates as such.

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

The members have a right to elect individuals to the governing body.

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

In a certain sense, there can be a request by members (that are certified jungian analysts) to have the governing body adopt a policy or procedure; but basically, the governing body just goes about its business directing and operating the organization.

Form 990, Part VI, Section A, Line 8B

We do not have committees that act in a formal way that can bind the governing body.

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

A copy of the 990 is provided before the day of the meeting, and questions and comments are encouraged. If all objections are satisfied, the 990 is filed.

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

At meetings or at new situations with gatherings of interested persons, a reminder question is presented about making sure that there is no conflict of interest in individual's undertakings and the interest of the organization.

Form 990, Part VI, Section C, Line 19

The organization has these materials at its offices.

Filing and Contact Details

Filer

Filer Name
Jungian Psychoanalytic Association
EIN
55-0867133
Phone
2122032106
Address
105 EAST 34TH STREET NO 192, NEW YORK, NY 10016

Signing Officer

Name
Michael Marsman
Title
Treasurer
Phone
2125334584
Signed
2018-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Marsman
Formed
2004
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Bell & Company Llp
Address
350 FIFTH AVE STE 7710, NEW YORK, NY 10118-7710
Preparer
Martin M Bell CPA
Phone
2126836111
Raw XML Appendix385 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/TitleTxt4DIRECTOR OF TRAINING
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IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ITS REGISTRATION MATERIALS INCLUDE A STATEMENT OF NONDISCRIMINATION POLICY
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt132B & 32D: THE ENTITY DOES NOT AWARD SCHOLARSHIPS OR FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES HAVE STOCKHOLDERS BECAUSE IT IS A CORPORATION, BUT IT IS RUN AS A MEMBER ORGANIZATION WITHOUT ISSUANCE OF STOCK CERTIFICATES AS SUCH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS HAVE A RIGHT TO ELECT INDIVIDUALS TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN A CERTAIN SENSE, THERE CAN BE A REQUEST BY MEMBERS (THAT ARE CERTIFIED JUNGIAN ANALYSTS) TO HAVE THE GOVERNING BODY ADOPT A POLICY OR PROCEDURE; BUT BASICALLY, THE GOVERNING BODY JUST GOES ABOUT ITS BUSINESS DIRECTING AND OPERATING THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WE DO NOT HAVE COMMITTEES THAT ACT IN A FORMAL WAY THAT CAN BIND THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE 990 IS PROVIDED BEFORE THE DAY OF THE MEETING, AND QUESTIONS AND COMMENTS ARE ENCOURAGED. IF ALL OBJECTIONS ARE SATISFIED, THE 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AT MEETINGS OR AT NEW SITUATIONS WITH GATHERINGS OF INTERESTED PERSONS, A REMINDER QUESTION IS PRESENTED ABOUT MAKING SURE THAT THERE IS NO CONFLICT OF INTEREST IN INDIVIDUAL'S UNDERTAKINGS AND THE INTEREST OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS THESE MATERIALS AT ITS OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0258670
IRS990/TotalAssetsEOYAmt0266957
IRS990/TotalAssetsGrp/BOYAmt0258670
IRS990/TotalAssetsGrp/EOYAmt0266957
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt045292
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0671
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013300
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0166425
IRS990/TotalFunctionalExpensesGrp/TotalAmt0180396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09081
IRS990/TotalLiabilitiesEOYAmt01344
IRS990/TotalLiabilitiesGrp/BOYAmt09081
IRS990/TotalLiabilitiesGrp/EOYAmt01344
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0249589
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0265613
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0166425
IRS990/TotalProgramServiceRevenueAmt0144850
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06278
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0144850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0196420
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0258670
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0266957
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07772
IRS990/TravelGrp/TotalAmt07772
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026 WEST 9TH STREET SUITE 4D
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010011
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.NYJUNG.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MARSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02125334584
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUNGIAN PSYCHOANALYTIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0JUNG
ReturnHeader/Filer/EIN0550867133
ReturnHeader/Filer/PhoneNum02122032106
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 EAST 34TH STREET NO 192
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010016
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E78AAC2ECDE3F711E10DC950F6E0DF8A9B91E394
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E78AAC2ECDE3F711E10DC950F6E0DF8A9B91E394
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.12.134.194
ReturnHeader/FilingSecurityInformation/IPDt02018-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:56:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133565602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BELL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 FIFTH AVE STE 7710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101187710
ReturnHeader/PreparerPersonGrp/PhoneNum02126836111
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN M BELL CPA
ReturnHeader/ReturnTs02018-12-14T14:36:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.02$2.39$1.92$2.18$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.65$2.16$1.98$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.10$1.94$1.40$1.59$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.05$2.12$1.79$2.32$0.53
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$1.96$1.80$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.09$2.50$1.97$2.48$0.51
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.19$3.00$2.15$1.81$0.35
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.10$2.66$2.21$1.68$0.53
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.03$2.13$1.97$1.69$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.07$1.86$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.06$0.89$1.68
2011Summary only. Only limited summary data is available for this year.$1.07$0.18$0.89$1.46$1.75$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.17$1.24