Civic Intelligence

Psychotherapy Institute

990 • Fiscal year 2019 • EIN 94-2242645

Jul 01, 2018 to Jun 30, 2019 • Filed on May 04, 2020

2232 Carleton StreetBerkeley, CA 94704

(510) 548-2250

Siviq Scores

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

Liabilities / Assets

88th percentile

0.63x

Higher debt load relative to assets than 88% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

0.86x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

49th percentile

3.3%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

91st percentile

$115,783

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 19.6% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$802,577

Up $4,765 (+0.6%) from 2018

Net Assets

Up

$297,292

Up $19,357 (+7.0%) from 2018

Liabilities

Down

$505,285

Down $14,592 (-2.8%) from 2018

Revenue

Up

$590,199

Up $143,254 (+32%) from 2018

Expenses

Up

$570,842

Up $33,934 (+6.3%) from 2018

Net Income

Up

$19,357

Up $109,320 (+122%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $775,505Liabilities 2011: $588,548Net Assets 2011: $186,9572011Assets 2012: $820,352Liabilities 2012: $584,469Net Assets 2012: $235,8832012Assets 2013: $840,339Liabilities 2013: $564,867Net Assets 2013: $275,4722013Assets 2014: $877,751Liabilities 2014: $546,474Net Assets 2014: $331,2772014Assets 2015: $901,374Liabilities 2015: $544,535Net Assets 2015: $356,8392015Assets 2016: $930,270Liabilities 2016: $534,937Net Assets 2016: $395,3332016Assets 2017: $882,189Liabilities 2017: $523,397Net Assets 2017: $358,7922017Assets 2018: $797,812Liabilities 2018: $519,877Net Assets 2018: $277,9352018Assets 2019: $802,577Liabilities 2019: $505,285Net Assets 2019: $297,2922019Assets 2020: $778,115Liabilities 2020: $492,729Net Assets 2020: $285,3862020Assets 2021: $751,053Liabilities 2021: $513,132Net Assets 2021: $237,9212021Assets 2022: $653,199Liabilities 2022: $449,220Net Assets 2022: $203,9792022Assets 2023: $518,410Liabilities 2023: $441,128Net Assets 2023: $77,2822023Assets 2024: $484,431Liabilities 2024: $448,574Net Assets 2024: $35,8572024

Highlighted filing

2019

Assets$802,577
Liabilities$505,285
Net Assets$297,292

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $416,966Expenses 2011: $394,851Net Income 2011: $22,1152011Revenue 2012: $482,207Expenses 2012: $433,247Net Income 2012: $48,9602012Expenses 2013: $413,2802013Revenue 2014: $475,779Expenses 2014: $419,974Net Income 2014: $55,8052014Revenue 2015: $481,170Expenses 2015: $457,333Net Income 2015: $23,8372015Revenue 2016: $540,199Expenses 2016: $501,705Net Income 2016: $38,4942016Revenue 2017: $511,030Expenses 2017: $547,571Net Income 2017: -$36,5412017Revenue 2018: $446,945Expenses 2018: $536,908Net Income 2018: -$89,9632018Revenue 2019: $590,199Expenses 2019: $570,842Net Income 2019: $19,3572019Revenue 2020: $563,518Expenses 2020: $571,590Net Income 2020: -$8,0722020Revenue 2021: $522,598Expenses 2021: $575,013Net Income 2021: -$52,4152021Revenue 2022: $597,973Expenses 2022: $639,007Net Income 2022: -$41,0342022Revenue 2023: $527,733Expenses 2023: $648,491Net Income 2023: -$120,7582023Revenue 2024: $527,167Expenses 2024: $568,592Net Income 2024: -$41,4252024

Highlighted filing

2019

Revenue$590,199
Expenses$570,842
Net Income$19,357
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 4, 2020
Return Version
2018v3.1
Gross Receipts
$590,199
Mission and Program Overview

Mission

The psychotherapy institute (tpi) is a non profit, member-led organization of mental health professionals dedicated to the study and practice of therapy in the psychodynamic tradition. Tpi provides post-graduate training, opportunities for professional development, and low fee psychotherapy through its community clinic.

The organization is a non profit, member-led organization of mental health professionals dedicated to the study and practice of therapy in the psychodynamic tradition.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$563,301$540,897▼ $22,404
Rtn Earn Endowment Incm Other Fnds$277,935$297,292▲ $19,357
Cash and Non-Interest-Bearing Accounts$12,998$175,673▲ $162,675
Savings and Temporary Cash Investments$191,642$53,759▼ $137,883
Intangible Assets$13,375$13,374▼ $1
Prepaid Expenses and Deferred Charges$12,508$13,058▲ $550
Investments in Publicly Traded Securities-$2,058-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$797,812$802,577▲ $4,765
Other Assets Total$3,988$3,758▼ $230
Liabilities
Mortgage Notes Payable Secured by Investment Property$487,890$469,518▼ $18,372
Deferred Revenue$24,370$28,000▲ $3,630
Accounts Payable and Accrued Expenses$7,528$7,673▲ $145
Other Liabilities$89$94▲ $5
Total Liabilities$519,877$505,285▼ $14,592
Net Assets / Fund Balance
Total Net Assets Fund Balance$277,935$297,292▲ $19,357
Total Liabilities and Net Assets / Fund Balance$797,812$802,577▲ $4,765

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$227,187$205,530$432,717
Buildings$182,406$221,196$403,602
Land$129,169-$129,169
Equipment$1,520$19,921$21,441
Other Land Buildings$615$8,074$8,689
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
K Sue DuncanExecutive DirecFT$106,078$9,705$115,783

Board Members and Trustees

NameTitle
Leslie BellCo-President
Terri RubinsteinCo-President
Marianne Gunther-murphyPast President
Beverly BurchVice President
David KhaliliTrustee
Deborah KimTrustee
Mary Ann KassierTrustee
Noah OderbergTrustee
Rae MountzTrustee
Joan MonheitSecretary
Nicola WaggenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$167,688
Program Service Revenue
$422,370
Investment Income
$141
Other Revenue
$0
All Other Contributions
$131,236
Change in Net Assets
$19,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$286,611
Salaries, Compensation, and Employee Benefits$278,731
Total Fundraising Expense$48,637
Grants and Similar Amounts Paid$5,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$95,342$7,423$13,506$116,271
Current Officers, Directors, Trustees, and Key Employees$90,968$7,082$12,886$110,936
Fees for Services Other$38,935$1,474$3,118$43,527
Occupancy$25,472$3,328$3,058$31,858
Depreciation Depletion$8,518$17,295-$25,813
Interest-$25,758-$25,758
Insurance$17,049$6,841$269$24,159
All Other Expenses$15,546$2,558$1,628$19,732
Pension Plan Contributions$14,822$1,154$2,100$18,076
Payroll Taxes$14,290$1,113$2,024$17,427
Other Employee Benefits$12,932$1,257$1,832$16,021
Fees for Services Accounting$9,943$1,401$2,548$13,892
Other Expenses$6,810$8,630$5,277$6,810
Grants to Domestic Individuals$5,500--$5,500
Advertising$113$556$240$909
Office Expenses$490$82$151$723
Travel$482$25-$507
Total Functional Expenses$424,633$97,572$48,637$570,842
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Key Deposit$94
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 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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is made avaialble to members of the governing board for questions and/or comments.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The Organization's conflict of interest policy is provided to all board members and key employees. Annually all board members and key emloyees must sign a form dislcosing any conflicts of interest that they may have.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The governing board establishes the compensation package of the executive director.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Depending on the employee level, compensation is determined by the governing board or the executive director based on the employee's experience and prevailing market conditions.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Psychotherapy Institute
EIN
94-2242645
Phone
5105482250
Address
2232 CARLETON STREET, BERKELEY, CA 94704

Signing Officer

Name
K Sue Duncan
Title
Executive Director
Signed
2020-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
K Sue Duncan
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
80

Preparer

Firm
Cca Llp
Address
2300 Contra Costa Blvd Suite 220, Pleasant Hill, CA 94523-3966
Preparer
Cca Llp
Phone
9256852911
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.84$4.49$0.36$5.27$5.69$0.41
2023Detailed filing. Detailed filing data is available for this year.$5.18$4.41$0.77$5.28$6.48$1.21
2022Detailed filing. Detailed filing data is available for this year.$6.53$4.49$2.04$5.98$6.39$0.41
2021Detailed filing. Detailed filing data is available for this year.$7.51$5.13$2.38$5.23$5.75$0.52
2020Detailed filing. Detailed filing data is available for this year.$7.78$4.93$2.85$5.64$5.72$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.03$5.05$2.97$5.90$5.71$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.98$5.20$2.78$4.47$5.37$0.90
2017Detailed filing. Detailed filing data is available for this year.$8.82$5.23$3.59$5.11$5.48$0.37
2016Detailed filing. Detailed filing data is available for this year.$9.30$5.35$3.95$5.40$5.02$0.38
2015Detailed filing. Detailed filing data is available for this year.$9.01$5.45$3.57$4.81$4.57$0.24
2014Detailed filing. Detailed filing data is available for this year.$8.78$5.46$3.31$4.76$4.20$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.40$5.65$2.75$4.13
2012Summary only. Only limited summary data is available for this year.$8.20$5.84$2.36$4.82$4.33$0.49
2011Summary only. Only limited summary data is available for this year.$7.76$5.89$1.87$4.17$3.95$0.22