SOCIETY FOR PSYCHOTHERAPY RESEARCH

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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

1970

Legal Domicile

Principal Officer

BERNADETTE WALTER

Phone

5029053926

Tax Period

2024-01-01 to 2024-12-31

SOCIETY FOR PSYCHOTHERAPY RESEARCH, founded in 1970, is a small nonprofit that reported $515K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $80K, a strong 16% operating margin.

Mission

1) TO ENCOURAGE THE DEVELOPMENT OF SCIENTIFIC RESEARCH ON PSYCHOTHERAPY, 2) TO FOSTER THE COMMUNICATION, UNDERSTANDING AND USE OF RESEARCH FINDINGS, 3) TO ENHANCE THE SCIENTIFIC AND SOCIAL VALUE OF PSYCHOTHERAPY 4) TO CONTRIBUTE THROUGH RESEARCH TO ENHANCING THE EFFECTIVENESS OF PSYCHOTHERAPIES.

Program Service Accomplishments

Program 1

HOLD AN ANNUAL CONFERENCE FOR MEMBERS TO PRESENT THEIR RESEARCH.

Program 2

MAINTAIN A WEBSITE FOR MEMBER'S INFORMATION.

Program 3

THE SOCIETY FOR PSYCHOTHERAPY RESEARCH FUNDS A RESEARCH GRANT PROGRAM IN WHICH AWARDS OF UP TO $5,000 FOR COLLABORATIVE PROJECTS AND UP TO $2,500 FOR INDIVIDUAL PROJECTS ARE GIVEN TO A MAXIMUM OF...

THE SOCIETY FOR PSYCHOTHERAPY RESEARCH FUNDS A RESEARCH GRANT PROGRAM IN WHICH AWARDS OF UP TO $5,000 FOR COLLABORATIVE PROJECTS AND UP TO $2,500 FOR INDIVIDUAL PROJECTS ARE GIVEN TO A MAXIMUM OF NINE MEMBERS. THE PSYCHOTHERAPY RESEARCH PROPOSALS ARE EVALUATED BY A COMMITTEE WHICH MAKES FUNDING RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE.

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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 $21,170

Program Service Revenue $342,571

Investment Income $21,671

Other Revenue $129,961

TOTAL REVENUE $515,373

Expense Breakdown

Grants Paid $60,010

Salaries & Benefits $62,754

Fundraising Expenses $0

Other Expenses $312,235

TOTAL EXPENSES $434,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$515,373	$636,864	-0.2%
Expenses	$434,999	$557,514	-0.2%
Net Income	$80,374	$79,350	+0.0%

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

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

$62,754

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERNADETTE WALTER	EXECUTIVE OFFICER	30.00	Officer	$48,754	$0	$48,754
JUAN MARTIN GOMEZ PENEDO	EXECUTIVE ASSISTANT	10.00	Officer	$14,000	$0	$14,000
SHIGERU IWAKABE	PRESIDENT	2.00	Director	$0	$0	$0
FELICITAS ROST	PRESIDENT-ELECT (BEG 2024)	2.00	Director	$0	$0	$0
LADISLAV TIMULAK	GENERAL VICE PRESIDENT (BEG 2024)	2.00	Director	$0	$0	$0
TALI BORITZ	NA REG. CHAP. PRESIDENT	2.00	Director	$0	$0	$0
BILJANA VAN RIJN	UK REG. CHAP. PRESIDENT	2.00	Director	$0	$0	$0
ORYA TISHBY	EU REG. CHAP. PRESIDENT (BEG 2024)	2.00	Director	$0	$0	$0
CLARA PAZ	LA REG. CHAP. PRESIDENT (BEG 2024)	2.00	Director	$0	$0	$0
WOLFGANG LUTZ	PRESIDENT (END 2024)	2.00	Director	$0	$0	$0
ANDRES ROUSSOS	PRESIDENT-ELECT (END 2024)	2.00	Director	$0	$0	$0
MIGUEL GONCALVES	EU REG. CHAP. PRESIDENT (END 2024)	2.00	Director	$0	$0	$0
CLAUDIO MARTINEZ	LA REG. CHAP. PRESIDENT (END 2024)	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
2024	$515,373	$434,999	$673,655	$80,374
2023	$636,864	$557,514	$593,281	$79,350
2022	$427,432	$536,839	$513,931	$-109,407
2021	$379,574	$274,208	$623,338	$105,366
2020	$88,702	$141,007	$520,475	$-52,305
2019	$226,744	$325,710	$572,780	$-98,966
2018	$480,200	$391,391	$671,746	$88,809