THE PHILADELPHIA PSYCHOANALYTIC FOUNDATION (EIN 232397862) - 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

1986

Legal Domicile

Principal Officer

KATHLEEN ROSS PHD

Phone

2152352345

Tax Period

2024-07-01 to 2025-06-30

THE PHILADELPHIA PSYCHOANALYTIC FOUNDATION, founded in 1986, is a micro nonprofit that reported $93K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $84K left a modest 10% surplus.

Mission

A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO ENCOURAGE THE ADVANCEMENT OF PSYCHOANALYSIS BY PROMOTING RESEARCH AND PSYCHOANALYTIC EDUCATION AND BY PROMOTING THE APPLICATION OF PSYCHOANALYTIC KNOWLEDGE IN SERVICE TO THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $37,441

Program Service Revenue $0

Investment Income $55,764

Other Revenue $0

TOTAL REVENUE $93,205

Expense Breakdown

Grants Paid $67,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,400

Other Expenses $16,717

TOTAL EXPENSES $84,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,205	$78,425	+0.2%
Expenses	$84,117	$90,104	-0.1%
Net Income	$9,088	$-11,679	-1.8%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN ROSS PHD	CHAIR & PRESIDENT	2.00	Officer Director	$0	$0	$0
LANA FISHKIN MD	DIRECTOR	2.00	Director	$0	$0	$0
RALPH FISHKIN DO	SECRETARY	2.00	Officer Director	$0	$0	$0
ANNARITA GENTILE MSS	DIRECTOR	2.00	Director	$0	$0	$0
HOMI KAPADIA MBA MS	TREASURER	2.00	Officer Director	$0	$0	$0
E SHIREEN KAPADIA PHD	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN MCCARTHY PHD	DIRECTOR	2.00	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
2025	$93,205	$84,117	$1,973,136	$9,088
2024	$78,425	$90,104	$1,782,678	$-11,679
2023	$82,585	$50,710	$1,558,369	$31,875
2022	$72,896	$59,137	$1,390,207	$13,759
2021	$112,849	$38,248	$1,650,467	$74,601
2020	$129,260	$64,983	$1,258,529	$64,277
2019	$99,288	$37,404	$1,255,464	$61,884
2018	$49,659	$36,920	$1,194,941	$12,739

THE PHILADELPHIA PSYCHOANALYTIC FOUNDATION