INTERNATIONAL ASSOCIATION FOR PSYCHOANALYTIC SELF PSYCHOLOGY (EIN 363167660) - 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

1981

Legal Domicile

Principal Officer

AMY JOELSON

Phone

8886999299

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL ASSOCIATION FOR PSYCHOANALYTIC SELF PSYCHOLOGY, founded in 1981, is a small nonprofit that reported $353K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $316K left a modest 11% surplus.

Mission

TO FOSTER CONTINUING EDUCATION IN THE FIELD OF SELF-PSYCHOLOGY.

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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 $173,601

Program Service Revenue $179,552

Investment Income $179

Other Revenue $22

TOTAL REVENUE $353,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $241,698

Other Expenses $315,652

TOTAL EXPENSES $315,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$353,354	$312,016	+0.1%
Expenses	$315,652	$320,984	0.0%
Net Income	$37,702	$-8,968	-5.2%

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

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
AMY JOELSON	PRESIDENT	10.00	Officer	$0	$0	$0
KIM DE LA HARPE	SECRETARY	5.00	Officer	$0	$0	$0
DANIEL PERLITZ	TREASURER	5.00	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$353,354	$315,652	$271,012	$37,702
2022	$312,016	$320,984	$238,675	$-8,968
2021	$199,937	$109,583	$231,183	$90,354
2020	$161,894	$111,419	$138,616	$50,475
2019	$293,321	$296,858	$117,459	$-3,537
2018	$343,530	$306,881	$174,378	$36,649

INTERNATIONAL ASSOCIATION FOR PSYCHOANALYTIC SELF PSYCHOLOGY