Society for Personality Assessment Foundation
Nonprofit profile at a glance
- EIN
- 300203285
- IRS 990 coverage
- 2022–2024
- Forms available
- Form 990 2024, Form 990-N 2021
- Location
- Albany, NY, USA
- Phone
- 7035344772
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Behavioral Science
Reported finances
- Revenue
- $2,302,702
- Expenses
- $978,554
- Assets
- $1,695,513
- Liabilities
- $181,949
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- NATHAN VICTORIA (CHIEF EXECUTIVE OFFICER)
- NICOLE CAIN (PRESIDENT ELECT)
- JAN KAMPHUIS (PRESIDENT)
- A JILL CLEMENCE (IMMED PAST PRESIDENT)
- SARAH GOTTLIEB (SPAGS PAST PRESIDENT)
Highest reported compensation
- NATHAN VICTORIA (CHIEF EXECUTIVE OFFICER): $146,504 total reported compensation
- TAYLA TC LEE (TREASURER): $6,240 total reported compensation
- NICOLE CAIN (PRESIDENT ELECT): $1,560 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission is to advance the evidence-based practice of personality assessment through research, education, training, and advocacy.
What it reported doing in 2024
Continued the work on e-learning center to provide virtual learning. Added additional webinars in 2024 for member/non-member learning and ce credits. Granted 53,845 for dissertations, research, and scholarships for students, ec, and diversity.
Operating model
- Revenue model
- Donor-supported. 66% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 96% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and the filing reports few safeguards for money sent abroad.
Rating breakdown
- Financial Efficiency: 53
- Transparency & Controls: 77
- Accountability: 91
- Sustainability: 70
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 34.7%; rating input score 35
- Program expense ratio: 76.9%; rating input score 77
- Fundraising efficiency: $38.54 raised per $1 spent on fundraising; rating input score 74; 74th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: 1 of 8 controls in place; rating input score 12
- Claims monitoring procedures: Pass
- Requires narrative reports: Fail
- Conducts field audits: Fail
- May suspend future funding: Fail
- Requires financial reports: Fail
- Conducts site visits: Fail
- Requires grant agreements: Fail
- May require repayment: Fail
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 57.5%; rating input score 94; 94th percentile among comparable filings
- Total-asset coverage ratio: 1.73; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: 0.11; rating input score 57; 57th percentile among comparable filings
- Officer compensation ratio: 15.8%; rating input score 17; 17th percentile among comparable filings
Growth
- Program expense growth: 7.2% per year; rating input score 100; 51st percentile among comparable filings
- Revenue growth: 47.3% per year; rating input score 100; 97th percentile among comparable filings
- Asset growth: 71.5% per year; rating input score 100; 99th percentile among comparable filings
Details
- Where the money goes: 34.7% of revenue deployed · 76.9% of spending went to programs
- Governance: 12 of 12 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $753K in reported program spending
- Leadership: top reported pay $147K · 13 people listed
- Consistency: 35 of 35 current checks pass
- Schedules: 8 filed schedules · includes major donors, foreign activity, and grants
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 35/100.
- High — Transparency & Controls: Foreign activity oversight: 7 of 8 not reported.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.
- High — Sustainability: Officer compensation ratio scored 17/100.
- Review — Sustainability: Liabilities to assets ratio scored 57/100.