PSYCHOTHERAPY INSTITUTE

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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 PSYCHOTHERAPY INSTITUTE (TPI) IS A NON PROFIT, MEMBER-LED ORGANIZATION OF MENTAL HEALTH PROFESSIONALS DEDICATED TO THE STUDY AND PRACTICE OF THERAPY IN THE PSYCHODYNAMIC TRADITION. TPI PROVIDES POST-GRADUATE TRAINING, OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, AND LOW FEE PSYCHOTHERAPY THROUGH ITS COMMUNITY CLINIC.

Program Service Accomplishments

Program 1

Expenses: $303,877 Revenue: $218,812

The Institute provides an intensive 2-year post-maters clinical training program to provide training in depth psychotherapy to 18 students per year. They in turn staff our counseling center and...

The Institute provides an intensive 2-year post-maters clinical training program to provide training in depth psychotherapy to 18 students per year. They in turn staff our counseling center and provide psychotherapy to clinic clients under the supervision of outstanding licensed clinicians. We offered approximately 6,000 hours of therapy last year.

Program 2

Expenses: $103,913 Revenue: $73,823

LECTURES AND SEMINARS - the institute offers a full schedule of courses and workshops on topics relevant to the theory and practice of depth psychotherapy, where clinicians can receive CE units. 13 courses were held with approximately 10-15 students per class, in addition to three larger symposia with attendance around 100 clinicians.Two main training programs offered are group therapy training and supervision study programs. Each program runs for one year and has up to 8 clinicians/year.

Program 3

Expenses: $59,794 Revenue: $72,660

RENTAL SPACE MADE AVAILABLE TO THE PSYCHOLGIST AND PSYCHOTHERAPY COMMUNITY IN KEEPING WITH THE INSTITUTES ROLE AS A PSYCHOTHERAPY CENTER FOR THE COMMUNITY AT LARGE

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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