Civic Intelligence

Center for Psychoanalytic Studies Inc.

990 • Fiscal year 2016 • EIN 74-1874583

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 14, 2016

900 Lovett BlvdHouston, TX 77006

(713) 524-0790

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.10x

Higher debt load relative to revenue than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-99%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$82,829

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 40.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

19th percentile

-5.9%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-81%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,596,103

Down $224,361 (-5.9%) from 2015

Net Assets

Down

$3,574,885

Down $231,321 (-6.1%) from 2015

Liabilities

Up

$21,218

Up $6,960 (+49%) from 2015

Revenue

Down

$206,457

Down $894,787 (-81%) from 2015

Expenses

Up

$410,346

Up $71,844 (+21%) from 2015

Net Income

Down

-$203,889

Down $966,631 (-127%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $145,407Liabilities 2010: $0Net Assets 2010: $145,4072010Assets 2011: $182,925Liabilities 2011: $02011Assets 2012: $175,871Liabilities 2012: $02012Assets 2013: $171,105Liabilities 2013: $13,505Net Assets 2013: $157,6002013Assets 2014: $3,091,532Liabilities 2014: $18,663Net Assets 2014: $3,072,8692014Assets 2015: $3,820,464Liabilities 2015: $14,258Net Assets 2015: $3,806,2062015Assets 2016: $3,596,103Liabilities 2016: $21,218Net Assets 2016: $3,574,8852016Assets 2017: $3,582,743Liabilities 2017: $23,270Net Assets 2017: $3,559,4732017Assets 2018: $3,485,500Liabilities 2018: $17,187Net Assets 2018: $3,468,3132018Assets 2019: $3,412,225Liabilities 2019: $14,341Net Assets 2019: $3,397,8842019Assets 2020: $3,354,212Liabilities 2020: $41,343Net Assets 2020: $3,312,8692020Assets 2021: $4,022,032Liabilities 2021: $50,463Net Assets 2021: $3,971,5692021Assets 2022: $3,403,648Liabilities 2022: $18,533Net Assets 2022: $3,385,1152022Assets 2023: $3,513,794Liabilities 2023: $10,471Net Assets 2023: $3,503,3232023Assets 2024: $3,841,880Liabilities 2024: $14,404Net Assets 2024: $3,827,4762024

Highlighted filing

2016

Assets$3,596,103
Liabilities$21,218
Net Assets$3,574,885

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $167,7962010Revenue 2011: $197,015Expenses 2011: $159,367Net Income 2011: $37,6482011Revenue 2012: $192,737Expenses 2012: $162,273Net Income 2012: $30,4642012Revenue 2013: $206,106Expenses 2013: $215,011Net Income 2013: -$8,9052013Revenue 2014: $3,191,297Expenses 2014: $283,559Net Income 2014: $2,907,7382014Revenue 2015: $1,101,244Expenses 2015: $338,502Net Income 2015: $762,7422015Revenue 2016: $206,457Expenses 2016: $410,346Net Income 2016: -$203,8892016Revenue 2017: $210,716Expenses 2017: $400,244Net Income 2017: -$189,5282017Revenue 2018: $274,204Expenses 2018: $445,107Net Income 2018: -$170,9032018Revenue 2019: $237,668Expenses 2019: $329,960Net Income 2019: -$92,2922019Revenue 2020: $201,859Expenses 2020: $340,834Net Income 2020: -$138,9752020Revenue 2021: $246,093Expenses 2021: $331,291Net Income 2021: -$85,1982021Revenue 2022: $255,355Expenses 2022: $323,806Net Income 2022: -$68,4512022Revenue 2023: $188,203Expenses 2023: $324,913Net Income 2023: -$136,7102023Revenue 2024: $214,214Expenses 2024: $344,604Net Income 2024: -$130,3902024

Highlighted filing

2016

Revenue$206,457
Expenses$410,346
Net Income-$203,889
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 14, 2016
Return Version
2015v2.1
Gross Receipts
$206,457
Mission and Program Overview

Mission

The center for psychoanalytic studies

The center for psychoanalytic studies is dedicated to educating clinicians in the psychoanalysis and psychodynamic psychotherapy and is committed to providing affordable mental health treatment to individuals in the wider community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,735,952$3,530,815▼ $205,137
Savings and Temporary Cash Investments$69,921$42,963▼ $26,958
Cash and Non-Interest-Bearing Accounts$6,111$18,448▲ $12,337
Land, Buildings, and Equipment, Net$2,385$2,385→ $0
Prepaid Expenses and Deferred Charges$5,492$1,492▼ $4,000
Accounts Receivable$603--
Total Assets$3,820,464$3,596,103▼ $224,361
Liabilities
Accounts Payable and Accrued Expenses$9,877$12,858▲ $2,981
Other Liabilities$4,381$8,360▲ $3,979
Total Liabilities$14,258$21,218▲ $6,960
Net Assets / Fund Balance
Unrestricted Net Assets$3,806,031$3,574,710▼ $231,321
Temporarily Rstr Net Assets$175$175→ $0
Total Net Assets Fund Balance$3,806,206$3,574,885▼ $231,321
Total Liabilities and Net Assets / Fund Balance$3,820,464$3,596,103▼ $224,361

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,385$133,476-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cristy JenningsAdminstratorFT$82,829$82,829

Board Members and Trustees

NameTitle
Alana R SpiwakPresident
Karen StruppVice President
Mariana AdlerFaculty
Sally DavisSecretary
Randal MatthewsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$92,731
Investment Income
$113,726
Other Revenue
$0
Change in Net Assets
$-203,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,078
Salaries, Compensation, and Employee Benefits$128,268
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$33,132$49,697$0$82,829
All Other Expenses$59,641$10,543$0$70,184
Occupancy$40,958$10,239$0$51,197
Other Salaries and Wages$31,601$3,511$0$35,112
Fees for Service Investment Mgmnt Fees$0$26,738$0$26,738
Fees for Services Legal$0$22,582$0$22,582
Travel$19,039$494$0$19,533
Office Expenses$10,345$2,586$0$12,931
Insurance$9,462$2,366$0$11,828
Information Technology$8,966$2,241$0$11,207
Payroll Taxes$4,940$5,387$0$10,327
Other Expenses$4,500$0$0$4,500
Conferences and Meetings$3,988$0$0$3,988
Fees for Services Accounting$0$2,475$0$2,475
Advertising$750$1,250$0$2,000
Total Functional Expenses$264,479$145,867$0$410,346
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liabilities$4,691
Deferred Dues and Fees$3,669
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
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
Filing and Contact Details

Filer

Filer Name
Center for Psychoanalytic Studies Inc
EIN
74-1874583
Phone
7135240790
Address
900 LOVETT BLVD, HOUSTON, TX 77006

Signing Officer

Name
Alana R Spiwak
Title
President/board of Director
Phone
7135240790
Signed
2016-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alana R Spiwak
Formed
1986
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
59

Preparer

Firm
Isaac Cruz Pc
Address
5959 West Loop S Ste 560, Bellaire, TX 77401
Preparer
Isaac Cruz
Phone
2814352542
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 is delivered to president to approve and deliver to board of directors

Pt VI, Line 12C

Board of directors is required to confirm annually that there is no conflicts of interest

Pt VI, Line 15A

Compensation is reviewed for approval by independent board members

Pt VI, Line 15B

Compensation is reviewed for approval by independent board members

Pt XI

Line 9-jean gates scholarship funds

Form 990, Part IX, Line 24E

Bank fees 2442. 0. 2442. 0.

Form 990, Part IX, Line 24E

Beverage fee 24480. 24480. 0. 0.

Form 990, Part IX, Line 24E

Office equipment 1382. 1106. 276. 0.

Form 990, Part IX, Line 24E

Fees, licenses, permits 10639. 8511. 2128. 0.

Form 990, Part IX, Line 24E

Honorarium 612. 612. 0. 0.

Form 990, Part IX, Line 24E

Professional fess 1585. 0. 1585. 0.

Form 990, Part IX, Line 24E

Administrative-other 4044. -68. 4112. 0.

Form 990, Part IX, Line 24E

Donations 25000. 25000. 0. 0.

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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/PYTotalExpensesAmt0338502
IRS990/PYTotalRevenueAmt01101244
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-203889
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0206457
IRS990/SavingsAndTempCashInvstGrp/BOYAmt069921
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042963
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IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleD/EquipmentGrp/BookValueAmt02385
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0133476
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0135861
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04691
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13669
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED DUES AND FEES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02385
IRS990ScheduleD/TotalLiabilityAmt08360
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NON-DESCRIMINATION POLICY IS PUBLICIZED BY DISTRIBUTING BROCHURES TO ALL QUALIFIED APPLICANTS. THE APPLICANT POOL IS SMALL BECAUSE IT IS LIMITED TO MEDICAL DOCTORS TRAINED IN PSYCHIATRY OR LICENSED PRACTIONERS. THE NON-DESCRIMINATION POLICY IS ALSO PUBLICIZED IN ORGANIZATION WEBSITE. SEE SCHEDULE E LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS DELIVERED TO PRESIDENT TO APPROVE AND DELIVER TO BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS IS REQUIRED TO CONFIRM ANNUALLY THAT THERE IS NO CONFLICTS OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED FOR APPROVAL BY INDEPENDENT BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVIEWED FOR APPROVAL BY INDEPENDENT BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LINE 9-JEAN GATES SCHOLARSHIP FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES 2442. 0. 2442. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BEVERAGE FEE 24480. 24480. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE EQUIPMENT 1382. 1106. 276. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FEES, LICENSES, PERMITS 10639. 8511. 2128. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HONORARIUM 612. 612. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROFESSIONAL FESS 1585. 0. 1585. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ADMINISTRATIVE-OTHER 4044. -68. 4112. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DONATIONS 25000. 25000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
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IRS990/SignificantChangeInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0145867
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0264479
IRS990/TotalFunctionalExpensesGrp/TotalAmt0410346
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt014258
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IRS990/TotalProgramServiceExpensesAmt0264479
IRS990/TotalProgramServiceRevenueAmt092731
IRS990/TotalReportableCompFromOrgAmt082829
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0206457
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0206457
IRS990/TotalVolunteersCnt059
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03820464
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03596103
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0494
IRS990/TravelGrp/ProgramServicesAmt019039
IRS990/TravelGrp/TotalAmt019533
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03806031
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03574710
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0900 LOVETT
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077006
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALANA R SPIWAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/BOARD OF DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07135240790
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTER FOR PSYCHOANALYTIC STUDIES INC
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0741874583
ReturnHeader/Filer/PhoneNum07135240790
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 LOVETT BLVD
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISAAC CRUZ PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05959 West Loop S Ste 560
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellaire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077401

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.84$0.01$3.83$0.21$0.34$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.50$0.19$0.32$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.02$3.39$0.26$0.32$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.05$3.97$0.25$0.33$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.04$3.31$0.20$0.34$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.40$0.24$0.33$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.49$0.02$3.47$0.27$0.45$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.58$0.02$3.56$0.21$0.40$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.02$3.57$0.21$0.41$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.82$0.01$3.81$1.10$0.34$0.76
2014Detailed filing. Detailed filing data is available for this year.$3.09$0.02$3.07$3.19$0.28$2.91
2013Summary only. Only limited summary data is available for this year.$0.17$0.01$0.16$0.21$0.22$0.01
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.19$0.16$0.03
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.20$0.16$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.17