2024-05-07T12:27:16-05:00 2023-06-30 222027092 WITHUM SMITH BROWN PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2022-07-01 042010675 THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC BOST 6172660953 141 HERRICK ROAD NEWTON CENTRE MA 02459 CATHERINE KIMBLE MD EXECUTIVE DIRECTOR 6172660953 2024-05-06 1 CATHERINE KIMBLE MD 999009999 0 DAVID A DIIULIS P00303577 6174711120 2024-05-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATHERINE KIMBLE MD 141 HERRICK ROAD NEWTON CENTRE MA 02459 6405158 0 X WWW.BPSI.ORG X 1936 MA THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE (BPSI) IS DEDICATED TO THE ADVANCEMENT OF PSYCHOANALYTIC THOUGHT AND PRACTICE IN OUR COMPLEX AND DIVERSE CONTEMPORARY WORLD. WE SEEK TO REDUCE EMOTIONAL SUFFERING AND ENHANCE THE WELL-BEING OF INDIVIDUALS, FAMILIES, AND SOCIETY, THROUGH OUR COMMITMENT TO EXCELLENCE IN EDUCATION, SCHOLARSHIP, CLINICAL PRACTICE, AND THE USE OF PSYCHOANALYTIC KNOWLEDGE TO BENEFIT THE LARGER SOCIAL WORLD. 26 25 10 25 0 0 596355 568943 304834 298070 510100 91063 0 0 1411289 958076 32188 10000 0 0 682864 743165 0 0 28299 630597 665563 1345649 1418728 65640 -460652 16000808 15311929 554957 71540 15445851 15240389 X THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE (BPSI) IS DEDICATED TO THE ADVANCEMENT OF PSYCHOANALYTIC THOUGHT AND PRACTICE IN OUR COMPLEX AND DIVERSE CONTEMPORARY WORLD. WE SEEK TO REDUCE EMOTIONAL SUFFERING AND ENHANCE THE WELL-BEING OF INDIVIDUALS, FAMILIES, AND SOCIETY, THROUGH OUR COMMITMENT TO EXCELLENCE IN EDUCATION, SCHOLARSHIP, CLINICAL PRACTICE, AND THE USE OF PSYCHOANALYTIC KNOWLEDGE TO BENEFIT THE LARGER SOCIAL WORLD. 0 0 1011761 10000 319616 CONDUCTED EDUCATIONAL PROGRAMS IN THE FIELD OF PSYCHOANALYTIC EDUCATION, PSYCHOTHERAPY EDUCATION, AND CONTINUING EDUCATION FOR OUR MEMBERSHIP AND THE MENTAL HEALTH COMMUNITY. 1011761 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 MA X CAROLE NATHAN 6172660953 141 HERRICK ROAD NEWTON CENTRE MA 02459 HOLLY FRIEDMAN HOUSMAN LICSW CHAIR 1.00 X X 0 0 0 JACK FOEHL PHD PRESIDENT (7/1-4/30) 1.00 X X 0 0 0 JANET WITTE MD MPH SECRETARY 1.00 X X 0 0 0 MR JAMES NEMETZ TREASURER (7/1-10/18) 1.00 X X 0 0 0 DANIEL MOLLOD MD TREASURER (10/19-4/30) 1.00 X X 0 0 0 CHRISTOPHER LEICH JD TREASURER (5/1-6/30) 1.00 X X 0 0 0 JAMES BARRON PHD IMMEDIATE PAST CHAIR 1.00 X 0 0 0 HOLLY BLATMAN MD TRUSTEE 1.00 X 0 0 0 CAROL BONNER MSW MBA EDD TRUSTEE 1.00 X 0 0 0 AMY FLEISCHER LICSW TRUSTEE 1.00 X 0 0 0 MARGARET FOX PHD TRUSTEE 1.00 X 0 0 0 DONNA FROMBERG PSYD PRESIDENT-ELECT (7/1-4/30) 1.00 X X 0 0 0 NIGEL GIBSON PHD TRUSTEE 1.00 X 0 0 0 KIMBERLYN LEARY PHD TRUSTEE 1.00 X 0 0 0 ALFRED MARGULIES MD TRUSTEE 1.00 X 0 0 0 MARY MCCARTHY MD PRESIDENT ELECT (5/1-6/30) 1.00 X X 0 0 0 CATHERINE MITKUS LICSW TRUSTEE 1.00 X 0 0 0 CARYN MUSHLIN LICSW TRUSTEE 1.00 X 0 0 0 ALAN POLLACK MD TRUSTEE (7/1-4/30) 1.00 X 0 0 0 JAN SERIFF PSYD TRUSTEE 1.00 X 0 0 0 ROBERT SILVER FAIA TRUSTEE 1.00 X 0 0 0 ROBERT STERN MD TRUSTEE 1.00 X 0 0 0 SUSAN WALTON PHD TRUSTEE 1.00 X 0 0 0 CECIL WEBSTER MD TRUSTEE 1.00 X 0 0 0 LAZARO ZAYAS MD TRUSTEE (6/1-6/30) 1.00 X 0 0 0 CATHERINE KIMBLE MD EXECUTIVE DIRECTOR 30.00 X X 121821 0 0 CAROLE A NATHAN MANAGING DIRECTOR 40.00 X 118719 0 16515 240540 0 16515 2 0 0 0 0 361863 207080 568943 TUITION AND FEES 611600 298070 298070 298070 290827 290827 5247318 5447082 -199764 -199764 -199764 958076 298070 0 91063 10000 10000 257055 186349 61209 9497 370192 282134 75394 12664 28541 20691 6738 1112 33856 25912 6851 1093 53521 39974 11656 1891 1320 1320 26500 26500 63744 63744 14462 13062 1400 4325 3082 1243 51088 25544 25544 152185 118272 33913 2951 2951 20107 20107 4350 4350 183213 174052 9161 34671 13868 20803 PSYCHOANALYTIC ELECTRON 25211 25211 HONARARIA SPEAKER FEES 24232 24232 LIBRARY 22701 22701 HOSPITALITY 18268 18268 16235 4059 10134 2042 1418728 1011761 378668 28299 495688 587143 11059 10559 4270 11824 19905 20298 5495267 1593077 4083527 3902190 9067100 8456702 2319259 2323213 16000808 15311929 25655 41775 529302 29765 554957 71540 X 13050344 12822449 2395507 2417940 15445851 15240389 16000808 15311929 -460652 255190 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 946422 11344 21999 57730 922035 1006091 36000 -51365 44304 946422 886865 36000 118929 35703 1006091 858767 4432 41464 17798 886865 829442 50385 7397 28457 858767 0.26263 0.02215 0.71522 0 0 4951302 1110183 3841119 543965 482894 61071 3902190 MONEY MARKETS 355450 F EXCHANGE - TRADED PRODUCTS 6299693 F ALTERNATIVE INVESTMENTS 1801559 F 8456702 PREPAID LEASE PAYMENT 2323213 2323213 LEASE LIABILITY - CURRENT 10899 LEASE LIABILITY - NET OF CURRENT 18866 29765 X 1940906 255190 791384 1046574 894332 63744 63744 958076 2146368 791384 791384 1354984 63744 63744 1418728 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED FOR THE DONOR RESTRICTED ACTIVITIES RELATING TO SCHOLARSHIPS, MEMORIALS, BUILDING FUNDS, ETC. PART X, LINE 2: THE ORGANIZATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES, THE ORGANIZATION MAY, HOWEVER, BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A "MORE LIKELY THAN NOT" SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES, THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLICIZES THIS INFORMATION ON ITS WEB SITE. SCHEDULE E, PART I, LINE 4 ALL QUALIFIED APPLICANTS TO THE STUDENT BODY, FACULTY, AND STAFF ARE SELECTED WITHOUT REGARD TO RACE, CREED, OR COLOR. 1 SCHOLARSHIP 14 10000 PART I, LINE 2: THE BOARD OF DIRECTORS AND MANAGEMENT WORK TOGETHER TO DETERMINE HOW MANY GRANTS WILL BE AWARDED AND THE AMOUNT OF TOTAL GRANTS FOR THE YEAR. THEY KEEP TRACK OF ALL AWARDS AS PART OF THE BUDGETING PROCESS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS FOR THE BENEFIT OF ITS MEMBERS, STUDENTS, AND COMMUNITY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT FOUR AT LARGE MEMBERS OF THE BOARD OF TRUSTEES, THE PRESIDENT, THE PRESIDENT-ELECT, AND THE SECRETARY. THE BOARD CHAIR, TREASURER, AND OTHER TRUSTEES ARE ELECTED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE ORGANIZATION VOTE THROUGH WRITTEN BALLOTS ON MATTERS OF SIGNIFICANCE TO THE ORGANIZATION, ON POLICY MATTERS, AND CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND RELATED DOCUMENTS ARE REVIEWED BY THE BOARD OF TRUSTEES. AN EMAIL COPY OF THE FORM 990 IS SENT TO EVERY MEMBER OF THE BOARD OF TRUSTEES. THE MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO RESPOND WITH ANY QUESTIONS AND APPROVAL WITHIN ONE WEEK OF THE MAILING AND PRIOR TO FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C IN OCTOBER OF EACH YEAR, A NEW CONFLICT OF INTEREST FORM IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION OBTAINS COMPARABLE INFORMATION FROM SOURCES SUCH AS SIMILAR NON PROFIT ORGANIZATIONS AND CONSIDERS COST OF LIVING FACTORS. THE COMPENSATION REVIEW IS PERFORMED ANNUALLY. THE INFORMATION IS COLLECTED BY THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES WHICH MAKES A RECOMMENDATION TO THE FULL BOARD OF TRUSTEES. THE FINAL DECISION IS BY A VOTE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION'S FORM 990 IS AVAILABLE ON GUIDESTAR. FORM 990, PART XII, LINE 2C BOTH THE OVERSIGHT PROCESS AND THE SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR.