The Analytical Psychology Foundation of Chicago (EIN 460862357) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

Arlo Compaan

Phone

3127010400

Tax Period

2022-09-01 to 2023-08-31

The Analytical Psychology Foundation of Chicago, founded in 2012, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $47K in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 47% operating margin.

Mission

To support and advance the field of analytical psychology.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $250

Program Service Revenue $0

Investment Income $46,335

Other Revenue $0

TOTAL REVENUE $46,585

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,000

Other Expenses $19,764

TOTAL EXPENSES $24,764

Year-over-Year Comparison

	2022	2021	Change
Revenue	$46,585	$38,607	+0.2%
Expenses	$24,764	$150,620	-0.8%
Net Income	$21,821	$-112,013	-1.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Arlo Compaan	President	2.00	Officer Director	$0	$0	$0
Jim Fidelibus	Secretary	2.00	Officer Director	$0	$0	$0
George Hogenson	Treasurer	2.00	Officer Director	$0	$0	$0
Ashok Bedi	Director	1.00	Director	$0	$0	$0
David Dalrymple	Director	1.00	Director	$0	$0	$0
Lisa Debbeler	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$46,585	$24,764	$1,810,401	$21,821
2022	$38,607	$150,620	$1,711,989	$-112,013
2021	$64,827	$83,624	$2,055,830	$-18,797
2020	$50,649	$51,773	$1,746,142	$-1,124
2019	$49,290	$51,629	$1,583,037	$-2,339

The Analytical Psychology Foundation of Chicago