MENTALIZING INITIATIVE: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MENTALIZING INITIATIVE (EIN 83-2417809)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-01
- IRS object ID
- 202412759349201236
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-01T03:18:59-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 834701792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lewis Sharpstone & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5074 Tendilla Ave | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832417809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MENTALIZING INITIATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 3108597912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9777 WILSHIRE BLVD STE 909 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN KISSELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108597912 | PhoneNum |
| Signature | 2024-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS SHARPSTONE | PreparerPersonNm |
| PTIN | P02256953 | PTIN |
| Phone | 8185701960 | PhoneNum |
| Preparation | 2024-10-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | HTTP//WWW.MENTALIZINGINITIATIVE.COM/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $36,548 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $36,548 | ProgramServiceRevenueAmt |
| Total Revenue | $36,548 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $16,790 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $30,003 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $37,463 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $9,788 | OtherExpensesTotalAmt |
| Total Expenses | $94,044 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$57,496 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $59,072 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,576 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,072 | BOYAmt |
| EOY | $1,576 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,072 | BOYAmt |
| EOY | $1,576 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,072 | BOYAmt |
| EOY | $1,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SEE SCHEDULE O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SEE SCH O | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $89,658 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $89,658 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ROBIN KISSELL MD | ||
| DIRECTOR, PRESIDENT | 012.50 | $0 |
| NATALIE BROOKS MFT | ||
| DIRECTOR, TREASURER | 015.00 | $16,790 |
| CHERYL GOODRICH PHD | ||
| DIRECTOR, SECRETARY | 006.50 | $0 |
| DANIEL KUPPER PHD | ||
| DIRECTOR | 006.50 | $0 |
| JEFFREY KATZMAN MD | ||
| DIRECTOR | 006.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN KISSELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9777 WILSHIRE BLVD STE 909 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108597912 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $20,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,564 | CurrentTaxYearMinus1YearAmt |
| Total | $29,227 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $21,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,548 | CurrentTaxYearAmt |
| Total | $186,160 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,548 | CurrentTaxYearAmt |
| Total | $215,387 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $20,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,900 | CurrentTaxYearMinus1YearAmt |
| Total | $28,563 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $20,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,900 | CurrentTaxYearMinus1YearAmt |
| Total | $28,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $186,824 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,548 | CurrentTaxYearAmt |
| Total | $215,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16, Other Expenses | Travel 200 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Meals and entertainment 3,462 |
| Form 990-EZ, Part I, Line 16, Other Expenses | ADVERTISING 2,655 |
| Form 990-EZ, Part I, Line 16, Other Expenses | BANK CHARGES 387 |
| Form 990-EZ, Part I, Line 16, Other Expenses | INFORMATION TECHNOLOGY 690 |
| Form 990-EZ, Part I, Line 16, Other Expenses | NETWORKING 1,379 |
| Form 990-EZ, Part I, Line 16, Other Expenses | INSURANCE 176 |
| Form 990-EZ, Part I, Line 16, Other Expenses | OFFICE EXPENSES 839 |
| Form 990-EZ, Part III, Line - PRIMARY EXEMPT PURPOSE | THE MENTALIZING INITIATIVE MI PROVIDES MENTAL HEALTH CLINICIANS WITH TRAINING IN MENTALIZING BASED THERAPY MBT AND OTHER EVIDENCE - BASED THERAPIES FOR BORDERLINE PERSONALITY DISORDER BPD AND RELATED DISORDERS TO EFFECTIVELY TREAT SERIOUSLY UNDERSERVED POPULATIONS WHOSE SUFFERING LIES IN THEIR DIFFICULT RELATIONSHIPS WITH SELF AND OTHERS. |
| Form 990-EZ, Part III, Line 28 | THE MENTALIZING INITIATIVE MI MADE GREAT STRIDES IN 2023, BY STRENGTHENING ITS INFRASTRUCTURE AND ACHIEVING ITS MISSION IN TRAINING MORE CLINICIANS IN MENTALIZATION BASED THERAPY MBT. IN THE REALM OF TRAININGS, WE RETURNED TO LIVE, IN-PERSON, TRAININGS LAST OCTOBER HOLDING A BRAND NEW, ONE-DAY TRAINING IN MBT- GROUPS, FOLLOWED BY A THREE-DAY BASIC TRAINING AND A SUBSEQUENT TWO-DAY PRACTITIONER LEVEL ADVANCED TRAINING. IN TOTAL 85 CLINICIANS ATTENDED, 35 ATTENDING FOR THE FIRST TIME, 50 RETURNING FOR ADVANCED LEVEL TRAININGS. PRECEDING THESE TRAININGS, WE PROVIDED FOUR, REQUISITE, INTRODUCTORY WORKSHOPS FOR PARTICIPANTS- THESE WERE FOUR-HOUR SESSIONS, OFFERED VIRTUALLY WHICH PROVIDED THE NECESSARY BACKGROUND TO ATTEND THE FORMAL TRAININGS. TRAINEES WERE PROVIDED CONTINUING EDUCATION CREDITS FOR ALL TRAININGS AND THEIR EVALUATIONS RATED THE TRAININGS HIGHLY IN TERMS OF BOTH QUALITY OF TRAINING AND USEFULNESS CLINICALLY. SOME OF THESE RECENT TRAINEES HAVE GONE ON TO PURSUE SUPERVISION WITH US AND SUPERVISION OF THOSE HAVING ATTENDING TRAININGS IN THE PAST ARE ONGOING - CURRENTLY WE ARE PROVIDING SIX GROUPS OF BIWEEKLY VIRTUAL SUPERVISION. OTHER EDUCATIONAL EFFORTS INCLUDED PARTNERING WITH SILVER HILL HOSPITAL NEW CANAAN. CT TO DELIVER A SIX-WEEK WEBINAR ON ATTACHMENT THEORY AND INTRODUCTORY MBT. THESE WERE ATTENDED BY 150 MENTAL HEALTH PROFESSIONALS FROM ALL OVER THE COUNTRY AND WERE SO ENTHUSIASTICALLY RECEIVED THAT WE ARE IN THE CURRENTLY PLANNING A REPEAT AND SEQUEL. ROBIN KISSELL, DIRECTOR OF THE MI, CONTINUED PARTNERING WITH THE ECHO CLINICAL COMMUNICATIONS PROJECT OUT OF THE UNIVERSITY OF NEW MEXICO IN HER PERSONAL CAPACITY, PRESENTING A SERIES OF WEBINARS ON MENTALIZATION AND RELATEDLY EPISTEMIC TRUST AS PART OF THE LARGER ONGOING PROJECT THAT FOCUSES ON ISSUES OF IMPROVING COMMUNICATION BETWEEN PATIENTS AND CLINICIANS. THE INTERNATIONAL REACH OF ECHO PROGRAMS HAS INSPIRED US TO FORMALLY PARTNER WITH ECHO AND WE ARE SOON SCHEDULED TO TRAIN WITH THEM IN THEIR DELIVERY PRACTICES. OUR ANNUAL RETREAT WAS HELD IN MARCH AND FROM THAT A RENEWED AND AGGRESSIVE STRATEGIC PLANNING EFFORT EMERGED. |
| Form 990-EZ, Part V, Line 35 | EXPLANATION FOR NOT REPORTING BUSINESS INCOME THE MENTALIZING INITITATIVES EXEMPT PURPOSE IT TO PROVIDE MENTAL HEALTH CLINICIANS WITH TRAINING IN MENTALIZING BASED THERAPY MBT AND EVIDENCE-BASED THERAPIES FOR BODERLINE PERSONALITY DISORDER AND REALTED DISORDERS. PROGRAM SERVICE REVENUE SHOWN ON PART I, LINE 2 REPRESENTS FEES RECEIVED FOR PROVIDING TWO MBT TRAININGS DURING THE YEAR. SUCH AMOUNTS FURTHERS THE ORGANIZATIONS EXEMPT PURPOSE. |
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