CENTER FOR ADVANCED PSYCHOANALYTIC STUDIES (EIN 226064379) - 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

DANIEL H JACOBS MD

Phone

8007575359

Tax Period

2023-01-01 to 2023-12-31

CENTER FOR ADVANCED PSYCHOANALYTIC STUDIES, founded in 1960, is a small nonprofit that reported $134K in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. Expenses of $190K exceeded revenue, resulting in a 42% operating deficit.

Mission

PROMOTION OF MEDICAL EDUCATION.

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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 $0

Program Service Revenue $129,070

Investment Income $4,543

Other Revenue $0

TOTAL REVENUE $133,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,707

Other Expenses $189,875

TOTAL EXPENSES $189,875

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,613	$69,391	+0.9%
Expenses	$189,875	$65,892	+1.9%
Net Income	$-56,262	$3,499	-17.1%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LEE I ASCHERMAN MD	TRUSTEE	Director	$0	$0	$0
ELLEN BLUMENTHAL MD	SECRETARY	Officer Director	$0	$0	$0
DAN BRENER MD	TREASURER	Officer Director	$0	$0	$0
COLLEEN CARNEY PHD	TRUSTEE	Director	$0	$0	$0
DANIEL H JACOBS MD	PRESIDENT	Officer Director	$0	$0	$0
SALVATORE LOMONACO MD	TRUSTEE	Director	$0	$0	$0
CHARLES E PARKS PHD	TRUSTEE	Director	$0	$0	$0
MAXINE K ANDERSON MD	TRUSTEE	Director	$0	$0	$0
GREGORY D GRAHAM MD	TRUSTEE	Director	$0	$0	$0
JUDITH A YANOF MD	TRUSTEE	Director	$0	$0	$0

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
2023	$133,613	$189,875	$226,646	$-56,262
2022	$69,391	$65,892	$282,908	$3,499
2021	$133,322	$86,928	$282,678	$46,394
2020	$98,453	$62,490	$236,284	$35,963

CENTER FOR ADVANCED PSYCHOANALYTIC STUDIES