San Diego Psychoanalytic Center (EIN 952477895) - 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

1971

Legal Domicile

Principal Officer

Jody Neels

Tax Period

2023-07-01 to 2024-06-30

San Diego Psychoanalytic Center, founded in 1971, is a small nonprofit that reported $129K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $209K exceeded revenue, resulting in a 62% operating deficit.

Mission

PSYCHOANALYTICAL EDUCATION & TRAINING PSYCHOANALYTICAL EDUCATION & TRAINING,

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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 $16,576

Program Service Revenue $100,324

Investment Income $0

Other Revenue $12,201

TOTAL REVENUE $129,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,383

Fundraising Expenses $0

Program Expenses $22,869

Other Expenses $121,965

TOTAL EXPENSES $209,348

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,101	$141,142	-0.1%
Expenses	$209,348	$150,440	+0.4%
Net Income	$-80,247	$-9,298	+7.6%

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

$31,474

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIELA SHIBLEY	DIRECTOR EDUCATION	1.00	Officer	$0	$0	$0
LAURIE WEISS	CO DIRECTOR EDUCATION	1.00	Officer	$0	$0	$0
ALAIN COHEN	PRESIDENT	3.00	Officer	$0	$0	$0
BRYAN BRUNS	TREASURER	2.00	Officer	$0	$0	$0
MOJGAN KHADEMI	CO DIRECTOR EDUCATION	1.00	Officer	$0	$0	$0
RODERICK HALL	PAST PRESIDENT	1.00	Officer	$0	$0	$0
BENOIT VINCENT	BOARD MEMBER	1.00	Officer	$0	$0	$0
ARASH KHATAMI	BOARD MEMBER	1.00	Officer	$0	$0	$0
HARRY POLKINGHORN	BOARD MEMBER	1.00	Officer	$0	$0	$0
DEISY BOSCAN	BOARD MEMBER	1.00	Officer	$0	$0	$0
PAULA WAISMAN	BOARD MEMBER	1.00	Officer	$0	$0	$0
JACK LAMPL	BOARD MEMBER	1.00	Officer	$0	$0	$0
ALAN SUGARMAN	BOARD MEMBER	1.00	Officer	$0	$0	$0
JODY NEELS	ADMINISTRATOR	40.00	Key Emp	$31,474	$0	$31,474

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	$129,101	$209,348	$1,219,290	$-80,247
2023	$141,142	$150,440	$1,336,584	$-9,298
2022	$114,614	$131,687	$1,330,506	$-17,073
2021	$151,838	$140,488	$1,343,419	$11,350
2020	$157,557	$148,593	$1,329,056	$8,964
2019	$177,445	$152,119	$1,336,136	$25,326

San Diego Psychoanalytic Center