INSTITUTE FOR PSYCHOANALYTICAL TRAINING & RESEARCH INC (EIN 136144019) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

RICHARD REICHBART

Phone

2124277070

Tax Period

2023-09-01 to 2024-08-31

INSTITUTE FOR PSYCHOANALYTICAL TRAINING & RESEARCH INC, founded in 1960, is a community nonprofit in the Mental Health sector that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 7% surplus.

Mission

THE INSTITUTE FOR PSYCHOANALYTIC TRAINING AND RESEARCH (IPTAR) IS A PROFESSIONAL ASSOCIATION OF PSYCHOANALYSTS FORMED TO PROMOTE THE ADVANCEMENT OF PSYCHOANALYSIS AS A PRACTICE AND A PROFESSION. IPTAR PROVIDES CLINICAL SERVICES TO THE COMMUNITY THROUGH ITS CONSULTATION CENTER, OFFERS PROFESSIONAL TRAINING PROGRAMS IN PSYCHOANALYSIS AND CHILD PSYCHOTHERAPY TO ASPIRING PROFESSIONALS, PROMOTES AND SUPPORTS PSYCHOANALYTIC RESEARCH IN AREAS CRITICAL TO PROFESSIONAL CONCERNS, AND PROVIDES SCIENTIFIC AND CLINICAL PROGRAMS FOR THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $121,032

Program Service Revenue $1,369,788

Investment Income $8,773

Other Revenue $0

TOTAL REVENUE $1,499,593

Expense Breakdown

Grants Paid $2,100

Salaries & Benefits $739,325

Fundraising Expenses $0

Program Expenses $1,181,877

Other Expenses $646,698

TOTAL EXPENSES $1,388,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,499,593	$1,444,244	+0.0%
Expenses	$1,388,123	$1,615,281	-0.1%
Net Income	$111,470	$-171,037	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

130

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$9,167

Total Directors

$57,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN MARAKOWITZ	PRESIDENT	10.00	Officer Director	$0	$0	$0
EVA ATSALIS	PRESIDENT -ELECT	10.00	Officer Director	$9,167	$0	$9,167
RICHARD REICHBART	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
DORIS SILVERMAN	PAST PRESIDENT (THROUGH 6/24)	5.00	Officer Director	$0	$0	$0
ANTHONY MAZZELLA	TREASURER	5.00	Officer Director	$0	$0	$0
LUISA OSPINA	SECRETARY	2.00	Officer Director	$0	$0	$0
DEBORAH MOSES	SECRETARY (THROUGH 6/24)	2.00	Officer Director	$0	$0	$0
ALEXANDRA CATTARUZZA	DIRECTOR	1.00	Director	$0	$0	$0
JOAN HOFFENBERG	DIRECTOR	1.00	Director	$5,650	$0	$5,650
NADIA BASSINO BALTA	DIRECTOR	5.00	Director	$30,000	$0	$30,000
LYNNE RUBIN	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN ELLMAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE PICCOLO	DIRECTOR	1.00	Director	$0	$0	$0
RANDI WIRTH	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH HANLON	DIRECTOR	1.00	Director	$0	$0	$0
YUKARI YANAGINO	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN BERGER	DIRECTOR	1.00	Director	$0	$0	$0
TRACEY SIMON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MOSKOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
ANNA FISHZON	DIRECTOR	1.00	Director	$750	$0	$750
LEONIE LUXAMA	DIRECTOR	1.00	Director	$2,850	$0	$2,850
DEBORAH GREEN	DIRECTOR	1.00	Director	$0	$0	$0
LUDOVICA LUMER	DIRECTOR	5.00	Director	$833	$0	$833
MASHA MIMRAN	DIRECTOR	1.00	Director	$1,500	$0	$1,500
LAURA KLEINERMAN	DIRECTOR (THROUGH 6/24)	1.00	Director	$5,000	$0	$5,000
JANICE LIEBERMAN	DIRECTOR (THROUGH 6/24)	1.00	Director	$0	$0	$0
LEE SHARE	DIRECTOR (THROUGH 6/24)	1.00	Director	$0	$0	$0
STEVEN ELLMAN	DIRECTOR (THROUGH 6/24)	1.00	Director	$1,500	$0	$1,500
SAMANTHA SEMPER	THERAPIST	40.00	Highest	$124,758	$0	$124,758

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,499,593	$1,388,123	$973,332	$111,470
2023	$1,444,244	$1,615,281	$877,484	$-171,037
2022	$1,554,770	$1,775,913	$947,651	$-221,143
2021	$1,330,415	$1,500,632	$1,337,956	$-170,217
2020	$1,128,670	$1,228,342	$1,306,555	$-99,672
2019	$1,137,526	$1,079,604	$1,262,148	$57,922
2018	$1,020,519	$947,271	$1,169,559	$73,248

INSTITUTE FOR PSYCHOANALYTICAL TRAINING & RESEARCH INC