INSTITUTE FOR PSYCHOANALYTIC EDUCATION (EIN 274600814) - 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

2010

Legal Domicile

Principal Officer

LISA BIALKIN

Phone

6467544870

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR PSYCHOANALYTIC EDUCATION, founded in 2010, is a small nonprofit in the Education sector that reported $482K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE INSTITUTE FOR PSYCHOANALYTIC EDUCATION (D/B/A THE PSYCHOANALYTIC ASSICIATION OF NEW YORK, "PANY") IS TO PROMOTE MENTAL HEALTH THROUGH ADVANCED CLINICAL TRAINING, TREATMENT, AND SCHOLARSHIP.

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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 $215,195

Program Service Revenue $249,184

Investment Income $17,250

Other Revenue $0

TOTAL REVENUE $481,629

Expense Breakdown

Grants Paid $0

Salaries & Benefits $298,206

Fundraising Expenses $5,964

Program Expenses $183,236

Other Expenses $200,216

TOTAL EXPENSES $498,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$481,629	$438,191	+0.1%
Expenses	$498,422	$457,963	+0.1%
Net Income	$-16,793	$-19,772	-0.2%

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

188

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
LISA BIALKIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BENJAMIN CHENEY	TREASURER	1.00	Officer Director	$0	$0	$0
MONICA MICHELL MD	SECRETARY	1.00	Officer Director	$0	$0	$0
HARVEY SCHWARTZ DO	DIRECTOR	1.00	Director	$0	$0	$0
RITA ATAVIADO	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES ENTELIS	DIRECTOR	1.00	Director	$0	$0	$0
RAJIV GULATI	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH HORWITZ MD	DIRECTOR	1.00	Director	$0	$0	$0
SHARON LAVON-KREIN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN MALACH	DIRECTOR	1.00	Director	$0	$0	$0
MARINA MIRKIN	DIRECTOR	1.00	Director	$0	$0	$0
BARRY RAND - RESIGNED MID 2024	DIRECTOR	1.00	Director	$0	$0	$0
ANEIL SHIRKE	DIRECTOR	1.00	Director	$0	$0	$0
MALINI SINGH	DIRECTOR	1.00	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
2024	$481,629	$498,422	$773,303	$-16,793
2023	$438,191	$457,963	$811,139	$-19,772
2022	$481,035	$452,603	$807,946	$28,432
2021	$451,363	$409,807	$847,817	$41,556
2020	$466,069	$422,285	$678,620	$43,784
2019	$460,876	$374,554	$549,642	$86,322
2018	$379,708	$420,356	$445,378	$-40,648

INSTITUTE FOR PSYCHOANALYTIC EDUCATION