PSYCHOTHERAPY INSTITUTE (EIN 942242645) - 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

1972

Legal Domicile

Principal Officer

JAMES BRANDT

Phone

5105484407

Tax Period

2022-07-01 to 2023-06-30

PSYCHOTHERAPY INSTITUTE, founded in 1972, is a small nonprofit in the Mental Health sector that reported $528K in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year. Expenses of $648K exceeded revenue, resulting in a 23% operating deficit.

Mission

THE ORGANIZATION IS A NON PROFIT, MEMBER-LED ORGANIZATION OF MENTAL HEALTH PROFESSIONALS DEDICATED TO THE STUDY AND PRACTICE OF THERAPY IN THE PSYCHODYNAMIC TRADITION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $153,421

Program Service Revenue $365,295

Investment Income $9,017

Other Revenue $0

TOTAL REVENUE $527,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $306,777

Fundraising Expenses $27,633

Program Expenses $467,584

Other Expenses $341,714

TOTAL EXPENSES $648,491

Year-over-Year Comparison

	2022	2021	Change
Revenue	$527,733	$597,973	-0.1%
Expenses	$648,491	$639,007	+0.0%
Net Income	$-120,758	$-41,034	+1.9%

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

$157,422

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
K SUE DUNCAN	Member-at-Large	40.00	Officer	$145,927	$11,495	$157,422
JOAN MONHEIT	Vice President	2.00	Officer Director	$0	$0	$0
DAVID LEONG	Secretary	1.00	Officer Director	$0	$0	$0
LISA TRACY	Board President	1.00	Officer Director	$0	$0	$0
SHIRIN SHOAI	Member-at-Large	1.00	Director	$0	$0	$0
GABE RAFF	Member-at-Large	1.00	Director	$0	$0	$0
COECILLIA ZAZOVE	Member-at-Large	1.00	Director	$0	$0	$0
TOBIRUS NEWBY	Member-at-Large	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	$527,733	$648,491	$518,410	$-120,758
2022	$597,973	$639,007	$653,199	$-41,034
2021	$522,598	$575,013	$751,053	$-52,415
2020	$563,518	$571,590	$778,115	$-8,072
2019	$590,199	$570,842	$802,577	$19,357
2018	$446,945	$536,908	$797,812	$-89,963

PSYCHOTHERAPY INSTITUTE