Civic Intelligence

The Society for Personality Assessment

EIN 95-2418350 • 501(c)6 • Albany, NY

Profile

The mission is to provide for an annual assembly of members in order to share research and clinical experience as well as provide members with the journal of personality assessment.

300 Great Oaks Blvd Ste 300Albany, NY 12203

personality.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-3451%

Higher net margin than 2% of similar nonprofits.

NTEE V • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$146,504

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 356.3% of source-year revenue.

NTEE V • <$500k nonprofits • Source year 2024

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-50%

Faster revenue growth than 12% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$1,909

Down $1,655,986 (-100%) from 2023

Liabilities

Down

$0

Down $256,463 (-100%) from 2023

Net Assets

Down

$1,909

Down $1,399,523 (-100%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin2nd percentile

Revenue

Down

$41,118

Down $40,341 (-50%) from 2023

Expenses

Up

$1,459,899

Up $1,267,052 (+657%) from 2023

Net Income

Down

-$1,418,781

Down $1,307,393 (-1174%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $793,033Liabilities 2010: $162,577Net Assets 2010: $630,4562010Assets 2011: $859,997Liabilities 2011: $105,872Net Assets 2011: $754,1252011Assets 2012: $1,019,393Liabilities 2012: $98,194Net Assets 2012: $921,1992012Assets 2013: $1,191,432Liabilities 2013: $94,113Net Assets 2013: $1,097,3192013Assets 2014: $1,375,156Liabilities 2014: $95,933Net Assets 2014: $1,279,2232014Assets 2015: $1,426,489Liabilities 2015: $125,455Net Assets 2015: $1,301,0342015Assets 2016: $1,530,876Liabilities 2016: $105,974Net Assets 2016: $1,424,9022016Assets 2017: $1,644,151Liabilities 2017: $83,479Net Assets 2017: $1,560,6722017Assets 2018: $1,551,868Liabilities 2018: $75,865Net Assets 2018: $1,476,0032018Assets 2019: $1,781,223Liabilities 2019: $80,141Net Assets 2019: $1,701,0822019Assets 2020: $1,944,960Liabilities 2020: $77,521Net Assets 2020: $1,867,4392020Assets 2021: $2,071,443Liabilities 2021: $127,746Net Assets 2021: $1,943,6972021Assets 2022: $1,524,096Liabilities 2022: $430Net Assets 2022: $1,523,6662022Assets 2023: $1,657,895Liabilities 2023: $256,463Net Assets 2023: $1,401,4322023Assets 2024: $1,909Liabilities 2024: $0Net Assets 2024: $1,9092024

Highlighted filing

2024

Assets$1,909
Liabilities$0
Net Assets$1,909
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $398,9012010Expenses 2011: $429,0922011Revenue 2012: $622,464Expenses 2012: $455,390Net Income 2012: $167,0742012Revenue 2013: $582,074Expenses 2013: $492,645Net Income 2013: $89,4292013Revenue 2014: $694,559Expenses 2014: $475,627Net Income 2014: $218,9322014Revenue 2015: $624,703Expenses 2015: $507,469Net Income 2015: $117,2342015Revenue 2016: $551,151Expenses 2016: $482,371Net Income 2016: $68,7802016Revenue 2017: $701,626Expenses 2017: $614,610Net Income 2017: $87,0162017Revenue 2018: $661,550Expenses 2018: $611,207Net Income 2018: $50,3432018Revenue 2019: $617,727Expenses 2019: $538,751Net Income 2019: $78,9762019Revenue 2020: $557,268Expenses 2020: $474,635Net Income 2020: $82,6332020Revenue 2021: $641,292Expenses 2021: $653,095Net Income 2021: -$11,8032021Revenue 2022: $50,389Expenses 2022: $193,539Net Income 2022: -$143,1502022Revenue 2023: $81,459Expenses 2023: $192,847Net Income 2023: -$111,3882023Revenue 2024: $41,118Expenses 2024: $1,459,899Net Income 2024: -$1,418,7812024

Highlighted filing

2024

Revenue$41,118
Expenses$1,459,899
Net Income-$1,418,781
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,909
Liabilities
$0
Net assets
$1,909
Revenue
$41,118
Expenses
$1,459,899
Net income
-$1,418,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$1.46$1.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.26$1.40$0.08$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.05$0.19$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.13$1.94$0.64$0.65$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.08$1.87$0.56$0.47$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.08$1.70$0.62$0.54$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.08$1.48$0.66$0.61$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.08$1.56$0.70$0.61$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.11$1.42$0.55$0.48$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.13$1.30$0.62$0.51$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.10$1.28$0.69$0.48$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.09$1.10$0.58$0.49$0.09
2012Summary only. Only limited summary data is available for this year.$1.02$0.10$0.92$0.62$0.46$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.11$0.75$0.43
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.16$0.63$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$230,544
Mission and Program Overview

Mission

The organization's mission is to provide for an annual assembly of membership, to share research and clinical experience, and to provide members with the journal of personality assessment.

The mission is to provide for an annual assembly of members in order to share research and clinical experience as well as provide members with the journal of personality assessment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,655,988--
Cash and Non-Interest-Bearing Accounts$1,907$1,909▲ $2
Total Assets$1,657,895$1,909▼ $1,655,986
Liabilities
Other Liabilities$256,463--
Total Liabilities$256,463$0▼ $256,463
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,401,432$1,909▼ $1,399,523
Total Net Assets Fund Balance$1,401,432$1,909▼ $1,399,523
Total Liabilities and Net Assets / Fund Balance$1,657,895$1,909▼ $1,655,986
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Nathan VictoriaChief Executive OfficerPT$146,504$146,504
Tayla Tc LeeTreasurer-$6,240$6,240
Nicole CainPresident Elect-$1,560$1,560
Katie C LewisBoard Member-$780$780

Board Members and Trustees

NameTitle
A Jill ClemenceImmediate Past President
Jan KamphuisPresident
Sarah GottliebSpags Past President
A Jordan WrightBoard Member
Abby MulayBoard Member
Leonard SimmsBoard Member
Matthew YalchBoard Member
Steve FinnBoard Member
Jamie AndersonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$41,118
Other Revenue
$0
Change in Net Assets
$-1,418,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,455,408
Other Expenses$4,491
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$1,455,408
Fees for Service Investment Mgmnt Fees---$4,491
Total Functional Expenses$0$0$0$1,459,899
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Soc for Personality Assess FndLebanon, TN501c3General Operations$1,817
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
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“Form 990 is reviewed by the ceo, president, and treasurer before it is filed.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for exectives and key employees is to use comparability data from various studies and by reviewing the 990s of like organizations. The salary levels are then reviewed and approved by the members of the board.”

Form 990, Part VI, Section C, Line 18

“The organization posts form 990 on its website for public inspection.”

Form 990, Part VI, Section C, Line 19

“The organization makes these documents and statements available on the website of the organization.”

Filing and Contact Details

Filer

Filer Name
Society for Personality Assessment
EIN
95-2418350
Phone
7035344772
Address
300 GREAT OAKS BLVD STE 300, ALBANY, NY 12203

Signing Officer

Name
Nathan Victoria
Title
Executive Director
Phone
7035344772
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tayla Tc Lee
Formed
1938
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
15

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“In 2021 the organization began discussions on the board to transfer its assets to its related party, society for presonality assessment foundation. When the organization was first formed, the activities it performed met the qualifications for a professional association. Over the course of its life, this mission became primarily educational in nature which falls under the activities that the foundation is performing. From 2022 to 2024, all assets were donated to the foundation so that the foundation could increase its programs and outreach.”

Raw XML AppendixShowing 400 of 431 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/MissionDesc0THE MISSION IS TO PROVIDE FOR AN ANNUAL ASSEMBLY OF MEMBERS IN ORDER TO SHARE RESEARCH AND CLINICAL EXPERIENCE AS WELL AS PROVIDE MEMBERS WITH THE JOURNAL OF PERSONALITY ASSESSMENT.
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Morgan Stanley investment account
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Operations
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Soc for Personality Assess Fnd
IRS990ScheduleI/RecipientTable/RecipientEIN0300203285
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lebanon
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN ITS OPERATIONS. THE MORGAN STANLEY ACCOUNT WITH SOME CASH WAS GRANTED TO ITS RELATED FOUNDATION.
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IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt1Soc for Personality Assess Fnd
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02024-04-11
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt12024-04-11
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IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt11817
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IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt1FMV
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt11410 Breyerton Way
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm1Lebanon
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IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0ALL OFFICERS AND DIRECTORS OF THE SOCIETY OF PERSONALITY ASSESSMENT WERE ALREADY OFFICERS AND DIRECTORS OF THE SOCIETY FOR PERSONALITY ASSESSMENT FOUNDATION.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1ALL EMPLOYEES OF THE SOCIETY OF PERSONALITY ASSESSMENT WERE ALREADY EMPLOYEES OF THE SOCIETY FOR PERSONALITY ASSESSMENT FOUNDATION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II Line 2A
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II Line 2B
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN 2021 THE ORGANIZATION BEGAN DISCUSSIONS ON THE BOARD TO TRANSFER ITS ASSETS TO ITS RELATED PARTY, SOCIETY FOR PRESONALITY ASSESSMENT FOUNDATION. WHEN THE ORGANIZATION WAS FIRST FORMED, THE ACTIVITIES IT PERFORMED MET THE QUALIFICATIONS FOR A PROFESSIONAL ASSOCIATION. OVER THE COURSE OF ITS LIFE, THIS MISSION BECAME PRIMARILY EDUCATIONAL IN NATURE WHICH FALLS UNDER THE ACTIVITIES THAT THE FOUNDATION IS PERFORMING. FROM 2022 TO 2024, ALL ASSETS WERE DONATED TO THE FOUNDATION SO THAT THE FOUNDATION COULD INCREASE ITS PROGRAMS AND OUTREACH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE CEO, PRESIDENT, AND TREASURER BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS FOR DETERMINING COMPENSATION FOR EXECTIVES AND KEY EMPLOYEES IS TO USE COMPARABILITY DATA FROM VARIOUS STUDIES AND BY REVIEWING THE 990S OF LIKE ORGANIZATIONS. THE SALARY LEVELS ARE THEN REVIEWED AND APPROVED BY THE MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION POSTS FORM 990 ON ITS WEBSITE FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES THESE DOCUMENTS AND STATEMENTS AVAILABLE ON THE WEBSITE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0C3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Research/Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0300 Great Oaks Blvd Ste 300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Albany
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01909
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IRS990/TotalAssetsGrp/EOYAmt01909
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041118
IRS990/TotalVolunteersCnt015
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IRS990/TotReportableCompRltdOrgAmt0149450
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01410 BREYERTON WAY
IRS990/USAddress/CityNm0LEBANON
IRS990/USAddress/StateAbbreviationCd0TN
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IRS990/VotingMembersGoverningBodyCnt012

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