Civic Intelligence

San Diego Psychiatric Society

EIN 95-3028448 • 501(c)6 • San Diego, CA

Profile

To initiate, sponsor, promote and carry out plans, policies and activities that further the practice and development of psychiatry.

7770 Regents Road 113 Pmb 386San Diego, CA 92122

sandiegopychiatricsociety.org

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

63rd percentile

7.0%

Higher net margin than 63% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

65th percentile

6.3%

Faster asset growth than 65% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

-2.8%

Faster revenue growth than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$163,203

Up $9,720 (+6.3%) from 2024

Liabilities

Up

$610

Up $261 (+75%) from 2024

Net Assets

Up

$162,593

Up $9,459 (+6.2%) from 2024

Revenue

Down

$134,595

Down $3,864 (-2.8%) from 2024

Expenses

Down

$125,136

Down $39,059 (-24%) from 2024

Net Income

Up

$9,459

Up $35,195 (+137%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $70,303Liabilities 2011: $8,1102011Assets 2012: $87,432Liabilities 2012: $13,3002012Assets 2013: $124,368Liabilities 2013: $21,584Net Assets 2013: $102,7842013Assets 2014: $143,422Liabilities 2014: $23,459Net Assets 2014: $119,9632014Assets 2015: $143,831Liabilities 2015: $23,459Net Assets 2015: $120,3722015Assets 2016: $130,116Liabilities 2016: $4,770Net Assets 2016: $125,3462016Assets 2017: $118,840Net Assets 2017: $118,8402017Assets 2018: $109,424Net Assets 2018: $109,4242018Assets 2019: $105,325Net Assets 2019: $105,3252019Assets 2020: $147,493Liabilities 2020: $10,189Net Assets 2020: $137,3042020Assets 2021: $130,127Liabilities 2021: $7,688Net Assets 2021: $122,4392021Assets 2022: $155,139Liabilities 2022: $247Net Assets 2022: $154,8922022Assets 2023: $179,129Liabilities 2023: $259Net Assets 2023: $178,8702023Assets 2024: $153,483Liabilities 2024: $349Net Assets 2024: $153,1342024Assets 2025: $163,203Liabilities 2025: $610Net Assets 2025: $162,5932025

Highlighted filing

2025

Assets$163,203
Liabilities$610
Net Assets$162,593

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $82,881Expenses 2011: $71,342Net Income 2011: $11,5392011Revenue 2012: $78,037Expenses 2012: $66,098Net Income 2012: $11,9392012Revenue 2013: $204,757Expenses 2013: $176,105Net Income 2013: $28,6522013Revenue 2014: $130,150Expenses 2014: $112,971Net Income 2014: $17,1792014Revenue 2015: $158,325Expenses 2015: $157,916Net Income 2015: $4092015Revenue 2016: $111,765Expenses 2016: $106,791Net Income 2016: $4,9742016Revenue 2017: $127,473Expenses 2017: $133,979Net Income 2017: -$6,5062017Revenue 2018: $94,660Expenses 2018: $104,076Net Income 2018: -$9,4162018Revenue 2019: $110,262Expenses 2019: $114,361Net Income 2019: -$4,0992019Revenue 2020: $77,954Expenses 2020: $66,068Net Income 2020: $11,8862020Revenue 2021: $99,672Expenses 2021: $114,537Net Income 2021: -$14,8652021Revenue 2022: $109,116Expenses 2022: $76,663Net Income 2022: $32,4532022Revenue 2023: $107,694Expenses 2023: $83,714Net Income 2023: $23,9802023Revenue 2024: $138,459Expenses 2024: $164,195Net Income 2024: -$25,7362024Revenue 2025: $134,595Expenses 2025: $125,136Net Income 2025: $9,4592025

Highlighted filing

2025

Revenue$134,595
Expenses$125,136
Net Income$9,459

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.63$1.35$1.25$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.38$1.64$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.08$0.84$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.09$0.77$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.08$1.22$1.00$1.15$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.10$1.37$0.78$0.66$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.05$1.05$1.10$1.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.95$1.04$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.19$1.19$1.27$1.34$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.05$1.25$1.12$1.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.23$1.20$1.58$1.58$0.00
2014Summary only. Only limited summary data is available for this year.$1.43$0.23$1.20$1.30$1.13$0.17
2013Summary only. Only limited summary data is available for this year.$1.24$0.22$1.03$2.05$1.76$0.29
2012Summary only. Only limited summary data is available for this year.$0.87$0.13$0.78$0.66$0.12
2011Summary only. Only limited summary data is available for this year.$0.70$0.08$0.83$0.71$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.0
Gross Receipts
$134,595
Mission and Program Overview

Mission

To initiate, sponsor, promote and carry out plans, policies and activities that further the practice and development of psychiatry.

Program Services

DescriptionGrantsExpenses
ORGANIZATION REGULARLY CONDUCTS DINNER MEETINGS FEATURING GUEST SPEAKERS TO EDUCATE ATTENDEES REGARDING NEW DEVELOPMENTS AND OTHER TOPICS RELATED TO PSYCHIATRY AND MENTAL ILLNESS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDRES SCHNEEBERGER MDPast Preside-$0--
AARON MEYER MDPresident-$0--
ERIC RAFLA-YUANVice Preside-$0--
KATHERINE KRUCKENBERG MDSecretary-$0--
JASON KERI MDTreasurer-$0--
STEPHANIE MARTINEZ MDPresident-El-$0--
KARLA LAPICExecutive DiFT$0--
Filing and Contact Details

Filer

Filer Name
San Diego Psychiatric Society
EIN
95-3028448
Phone
8582794586
Address
7770 REGENTS ROAD 113 PMB 386, SAN DIEGO, CA 92122

Signing Officer

Name
Jason Keri Md
Title
Treasurer
Phone
8582794586
Signed
2026-02-10

Preparer

Firm
Batten Accountancy Inc
Address
4696 GREENE ST, SAN DIEGO, CA 92107-1420
Preparer
Jere R Batten CPA
Phone
6195016359
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses enews letter 1,159 advertising 1,000 licenses and fees 20 office supplies 56 shred 463 website maintenance 10 office email 95 software licenses 3,468 parking 123 mileage 1,030 travel 600 council meeting expense 1,042 outreach meeting 38 bank charges 110 telephone/internet 1,250 event supplies 2,284 national dues 18,975 catering 14,197 cme credentialing 2,225 merchant service fees 289 total 48,434

Form 990-ez, Part II, Line 24

11,460 11,460 less accumulated depreciation 11,460 11,460 ramp cash awards 0 196 receivables due from officers 39,129 39,129 total 39,129 39,325

Form 990-ez, Part II, Line 26

Credit card payable 349 610

Form 990-ez, Part III

To initiate, sponsor, promote and carry out plans, policies and activities that further the practice and development of psychiatry.

Raw XML Appendix134 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JASON KERI MD
IRS990EZ/BooksInCareOfDetail/PhoneNum08582794586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07770 REGENTS ROAD 113
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0114354
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0123878
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07112
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09459
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07254
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0153483
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0163203
IRS990EZ/GrossReceiptsAmt0134595
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03792
IRS990EZ/LoansToFromOfficersAmt039129
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MembershipDuesAmt0112125
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0153134
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162593
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0153134
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162593
IRS990EZ/OccupancyRentUtltsAndMaintAmt0761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt640.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDRES SCHNEEBERGER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AARON MEYER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC RAFLA-YUAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE KRUCKENBERG MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JASON KERI MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE MARTINEZ MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KARLA LAPIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt039129
IRS990EZ/OtherAssetsTotalDetail/EOYAmt039325
IRS990EZ/OtherExpensesTotalAmt048434
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO INITIATE, SPONSOR, PROMOTE AND CARRY OUT PLANS, POLICIES AND ACTIVITIES THAT FURTHER THE PRACTICE AND DEVELOPMENT OF PSYCHIATRY.
IRS990EZ/PrintingPublicationsPostageAmt01870
IRS990EZ/ProgramServiceRevenueAmt011566
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION REGULARLY CONDUCTS DINNER MEETINGS FEATURING GUEST SPEAKERS TO EDUCATE ATTENDEES REGARDING NEW DEVELOPMENTS AND OTHER TOPICS RELATED TO PSYCHIATRY AND MENTAL ILLNESS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt066817
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0349
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0610
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125136
IRS990EZ/TotalRevenueAmt0134595
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SANDIEGOPYCHIATRICSOCIETY.ORG
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt039129
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0REPAYMENT OF EMBEZZLEMENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt072499
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0NOTE RECEIVABLE AS OF 93020
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FORMER EXEC DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0DURING THE TAX PREPARATION PROCESS 9/30/20 A FRAUD WAS DISCOVERED THAT INVOLVED THE EXECUTIVE DIRECTOR USING THE ORGANIZATION'S ASSETS FOR PERSONAL USE. PER DISCUSSION WITH LEGAL COUNCIL AND THE NOW FORMER EXECUTIVE DIRECTOR,ARRANGMENTS HAVE BEEN MADE FOR THE EXECUTIVE DIRECTOR TO REPAY THE AMOUNT DUE. TOTAL BALANCE CALCULATED AS OF 9/30/20 WAS 72,499.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleL/TotalBalanceDueAmt039129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ENEWS LETTER 1,159 ADVERTISING 1,000 LICENSES AND FEES 20 OFFICE SUPPLIES 56 SHRED 463 WEBSITE MAINTENANCE 10 OFFICE EMAIL 95 SOFTWARE LICENSES 3,468 PARKING 123 MILEAGE 1,030 TRAVEL 600 COUNCIL MEETING EXPENSE 1,042 OUTREACH MEETING 38 BANK CHARGES 110 TELEPHONE/INTERNET 1,250 EVENT SUPPLIES 2,284 NATIONAL DUES 18,975 CATERING 14,197 CME CREDENTIALING 2,225 MERCHANT SERVICE FEES 289 TOTAL 48,434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt111,460 11,460 LESS ACCUMULATED DEPRECIATION 11,460 11,460 RAMP CASH AWARDS 0 196 RECEIVABLES DUE FROM OFFICERS 39,129 39,129 TOTAL 39,129 39,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD PAYABLE 349 610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO INITIATE, SPONSOR, PROMOTE AND CARRY OUT PLANS, POLICIES AND ACTIVITIES THAT FURTHER THE PRACTICE AND DEVELOPMENT OF PSYCHIATRY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON KERI MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08582794586
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO PSYCHIATRIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0953028448
ReturnHeader/Filer/PhoneNum08582794586
ReturnHeader/Filer/USAddress/AddressLine1Txt07770 REGENTS ROAD 113 PMB 386
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATTEN ACCOUNTANCY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04696 GREENE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921071420
ReturnHeader/PreparerPersonGrp/PhoneNum06195016359
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERE R BATTEN CPA
ReturnHeader/ReturnTs02026-02-12T13:46:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.