BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC (EIN 04-2010675)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-13
IRS object ID: 202241339349301814
Schema version: 2020v4.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-13T09:50:52-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043000523	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	O'CONNOR & DREW PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	25 BRAINTREE HILL OFC PK SUITE 102	AddressLine1Txt
City	BRAINTREE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02184	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042010675	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BOSTON PSYCHOANALYTIC SOCIETY AND	BusinessNameLine1Txt
Business Name Line2	INSTITUTE INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	BOST	BusinessNameControlTxt
Phone	6172660953	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	141 HERRICK ROAD	AddressLine1Txt
City	NEWTON CENTRE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02459	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES BARRON PHD	PersonNm
Person Title	CHAIR	PersonTitleTxt
Phone	6172660953	PhoneNum
Signature	2022-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JAMES	PersonFirstNm
Person Last	BARRON PHD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID A DIIULIS	PreparerPersonNm
PTIN	P00303577	PTIN
Phone	6174711120	PhoneNum
Preparation	2022-05-12	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JAMES BARRON PHD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	141 HERRICK ROAD	AddressLine1Txt
City	NEWTON CENTRE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02459	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$8,890,324	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BPSI.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1936	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE IS DEDICATED TO THE ENDURING VITALITY OF PSYCHOANALYTIC THOUGHT AND PRACTICE IN THE CONTEMPORARY WORLD. THROUGH OUR COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, AND TREATMENT, WE SEEK TO REDUCE EMOTIONAL SUFFERING AND ADVANCE THE GREATER UNDERSTANDING AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND SOCIETY.	ActivityOrMissionDesc
Voting Members Governing Body	27	VotingMembersGoverningBodyCnt
Voting Members Independent	26	VotingMembersIndependentCnt
Total Employee	9	TotalEmployeeCnt
Total Volunteers	26	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$380,990	PYContributionsGrantsAmt
CY Contributions Grants	$496,073	CYContributionsGrantsAmt
PY Program Service Revenue	$242,686	PYProgramServiceRevenueAmt
CY Program Service Revenue	$298,653	CYProgramServiceRevenueAmt
PY Investment Income	$22,114	PYInvestmentIncomeAmt
CY Investment Income	$1,902,360	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$645,790	PYTotalRevenueAmt
CY Total Revenue	$2,697,086	CYTotalRevenueAmt
PY Grants And Similar Paid	$19,071	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$24,858	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$616,928	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$657,777	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$36,307	CYTotalFundraisingExpenseAmt
PY Other Expenses	$632,262	PYOtherExpensesAmt
CY Other Expenses	$610,646	CYOtherExpensesAmt
PY Total Expenses	$1,268,261	PYTotalExpensesAmt
CY Total Expenses	$1,293,281	CYTotalExpensesAmt
PY Revenues Less Expenses	-$622,471	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,403,805	CYRevenuesLessExpensesAmt
Total Assets BOY	$16,533,619	TotalAssetsBOYAmt
Total Assets EOY	$17,526,827	TotalAssetsEOYAmt
Total Liabilities BOY	$1,282,376	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,097,566	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$15,251,243	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$16,429,261	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE IS DEDICATED TO THE ENDURING VITALITY OF PSYCHOANALYTIC THOUGHT AND PRACTICE IN THE CONTEMPORARY WORLD. THROUGH OUR COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, AND TREATMENT, WE SEEK TO REDUCE EMOTIONAL SUFFERING AND ADVANCE THE GREATER UNDERSTANDING AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND SOCIETY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$676,599	ExpenseAmt
Grant	$24,858	GrantAmt
Revenue	$298,653	RevenueAmt
Desc	CONDUCTED EDUCATIONAL PROGRAMS IN THE FIELD OF PSYCHOANALYTIC EDUCATION, PSYCHOTHERAPY EDUCATION, AND CONTINUING EDUCATION FOR OUR MEMBERSHIP AND THE MENTAL HEALTH COMMUNITY.	Desc
Total Program Service Expenses	$676,599	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	9	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	27	GoverningBodyVotingMembersCnt
Independent Voting Member	26	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAROLE NATHAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6172660953	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	141 HERRICK ROAD	AddressLine1Txt
City	NEWTON CENTRE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02459	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JOSEPH SCHWARTZ PHD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JULIE WATTS LICSW UNTIL 43121
IMMEDIATE PAST PRESIDENT	1.00	Yes (X)	$0	$0	$0	Yes (X)
CATHERINE KIMBLE MD
EXECUTIVE DIRECTOR	30.00	Yes (X)	$111,453	$0	$0	Yes (X)
MICHAEL CAPLAN MD
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
JAMES NEMETZ
TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
MARGARET FOX PHD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JOHNATHAN KOLB MD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
DANIEL MOLLOD MD UNTIL 5121
PRESIDENT	1.00	Yes (X)	$0	$0	$0	Yes (X)
JAN SERIFF PSYD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
HARRY SPENCE
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JAMES BARRON PHD
BOARD CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
HOLLY BLATMAN MD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ANDREW BUSH
TRUSTEE	1.00	Yes (X)	$0	$0	$0
AMY FLEISCHER LICSW
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JACK FOEHL PHD FROM 43121
PRESIDENT	1.00	Yes (X)	$0	$0	$0	Yes (X)
DONNA FROMBERG PSYD FROM 5121
PRESIDENT ELECT	1.00	Yes (X)	$0	$0	$0	Yes (X)
NIGEL GIBSON PHD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
HOLLY FRIEDMAN HOUSMAN LICSW
TRUSTEE	1.00	Yes (X)	$0	$0	$0
KIMBERLYN LEARY PHD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
AL MARGUILES MD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CATHERINE MITKUS MD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CARYN MUSHLIN LICSW FROM 61521
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ALAN POLLACK MD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ROBER SILVER FAIA
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ROBERT STERN MD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
SUSAN WALTON PHD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CECIL WEBSTER MD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CAROLE A NATHAN
MANAGING DIRECTOR	40.00		$110,158	$0	$13,004		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$221,611	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$13,004	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$316,781	MembershipDuesAmt
Government Grants	$92,845	GovernmentGrantsAmt
All Other Contributions	$86,447	AllOtherContributionsAmt
Total Contributions	$496,073	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	TUITION AND FEES	Desc
Business	611600	BusinessCd
Total Revenue Column	$298,653	TotalRevenueColumnAmt
Related Or Exempt Func Income	$298,653	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$298,653	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$142,380	TotalRevenueColumnAmt
Exclusion	$142,380	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$7,953,218	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,193,238	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,759,980	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,759,980	TotalRevenueColumnAmt
Exclusion	$1,759,980	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,697,086	TotalRevenueColumnAmt
Related Or Exempt Func Income	$298,653	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,902,360	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$24,858	TotalAmt
Program Services	$24,858	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$114,453	TotalAmt
Program Services	$39,916	ProgramServicesAmt
Management And General	$57,023	ManagementAndGeneralAmt
Fundraising	$17,514	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$428,909	TotalAmt
Program Services	$192,220	ProgramServicesAmt
Management And General	$223,187	ManagementAndGeneralAmt
Fundraising	$13,502	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$74,770	TotalAmt
Program Services	$33,509	ProgramServicesAmt
Management And General	$38,907	ManagementAndGeneralAmt
Fundraising	$2,354	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$39,645	TotalAmt
Program Services	$17,767	ProgramServicesAmt
Management And General	$20,630	ManagementAndGeneralAmt
Fundraising	$1,248	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,263	TotalAmt
Management And General	$1,263	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$25,000	TotalAmt
Management And General	$25,000	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$68,398	TotalAmt
Management And General	$68,398	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$6,285	TotalAmt
Management And General	$6,285	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,682	TotalAmt
Program Services	$3,682	ProgramServicesAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$47,088	TotalAmt
Program Services	$23,544	ProgramServicesAmt
Management And General	$23,544	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$87,324	TotalAmt
Program Services	$43,903	ProgramServicesAmt
Management And General	$43,421	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$360	TotalAmt
Program Services	$360	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$14,497	TotalAmt
Management And General	$14,497	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$183,745	TotalAmt
Program Services	$174,558	ProgramServicesAmt
Management And General	$9,187	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$40,785	TotalAmt
Program Services	$16,314	ProgramServicesAmt
Management And General	$24,471	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
BAD DEBT	$41,800	$41,800
PSYCHOANALYTIC ELECTRON	$22,668	$22,668
BANK AND CREDIT CARD FE	$22,037		$22,037
LIBRARY	$18,897	$18,897

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,817	TotalAmt
Program Services	$22,603	ProgramServicesAmt
Management And General	$2,525	ManagementAndGeneralAmt
Fundraising	$1,689	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,293,281	TotalAmt
Program Services	$676,599	ProgramServicesAmt
Management And General	$580,375	ManagementAndGeneralAmt
Fundraising	$36,307	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$403,562	BOYAmt
EOY	$474,021	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$27,880	BOYAmt
EOY	$11,916	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$75,218	BOYAmt
EOY	$32,678	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,092	BOYAmt
EOY	$14,091	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,493,391	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,226,655	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,450,481	BOYAmt
EOY	$4,266,736	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$9,198,503	BOYAmt
EOY	$10,382,314	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,370,883	BOYAmt
EOY	$2,345,071	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,533,619	BOYAmt
EOY	$17,526,827	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$130,901	BOYAmt
EOY	$31,594	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,151,475	BOYAmt
EOY	$1,065,972	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,282,376	BOYAmt
EOY	$1,097,566	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$13,019,575	BOYAmt
EOY	$13,918,367	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,231,668	BOYAmt
EOY	$2,510,894	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$15,251,243	BOYAmt
EOY	$16,429,261	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$16,533,619	BOYAmt
EOY	$17,526,827	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,403,805	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$225,787	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$742,218	BeginningYearBalanceAmt
Contributions	$36,000	ContributionsAmt
Investment Earnings Or Losses	$118,292	InvestmentEarningsOrLossesAmt
Other Expenditures	$35,703	OtherExpendituresAmt
End Year Balance	$1,006,091	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$742,218	BeginningYearBalanceAmt
Contributions	$4,432	ContributionsAmt
Investment Earnings Or Losses	$41,464	InvestmentEarningsOrLossesAmt
Other Expenditures	$17,798	OtherExpendituresAmt
End Year Balance	$886,865	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$829,442	BeginningYearBalanceAmt
Contributions	$50,385	ContributionsAmt
Investment Earnings Or Losses	$7,397	InvestmentEarningsOrLossesAmt
Other Expenditures	$28,457	OtherExpendituresAmt
End Year Balance	$858,767	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$82,746	BeginningYearBalanceAmt
Contributions	$36,000	ContributionsAmt
Investment Earnings Or Losses	$44,036	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$51,565	GrantsOrScholarshipsAmt
Other Expenditures	$26,493	OtherExpendituresAmt
End Year Balance	$829,442	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$742,218	BeginningYearBalanceAmt
Contributions	$61,000	ContributionsAmt
Investment Earnings Or Losses	$43,643	InvestmentEarningsOrLossesAmt
Other Expenditures	$19,397	OtherExpendituresAmt
End Year Balance	$742,218	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.19359	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.09119	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.71522	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,951,302	OtherCostOrOtherBasisAmt
Depreciation	$848,375	DepreciationAmt
Book Value	$4,102,927	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$542,089	OtherCostOrOtherBasisAmt
Depreciation	$378,280	DepreciationAmt
Book Value	$163,809	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,266,736	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
MONEY MARKETS	$240,973	F
MUTUAL FUNDS - BONDS	$29,335	F
EXCHANGE - TRADED PRODUCTS	$9,029,910	F
ALTERNATIVE INVESTMENTS	$1,082,096	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$10,382,314	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	PREPAID LEASE PAYMENT	Desc
Book Value	$2,345,071	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,345,071	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	MARGIN LOAN	Desc
Amt	$1,065,972	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,065,972	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,113,721	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$225,787	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$710,820	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$485,033	RevenueNotReportedAmt
Revenue Subtotal	$2,628,688	RevenueSubtotalAmt
Investment Expenses Not Incld	$68,398	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$68,398	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,697,086	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,935,703	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$710,820	DonatedServicesUseFcltsAmt
Expenses Not Reported	$710,820	ExpensesNotReportedAmt
Expenses Subtotal	$1,224,883	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$68,398	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$68,398	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,293,281	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED FOR THE DONOR ADVISED 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.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	0	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE ORGANIZATION PUBLICIZES THIS INFORMATION ON ITS WEB SITE.
SCHEDULE E, PART I, LINE 4	ALL QUALIFIED APPLICANTS ARE ADMITTED WITHOUT REGARD TO RACE, CREED, OR COLOR; THEREFORE, NO SUCH RECORDS ARE KEPT.
SCHEDULE E, PART I, LINE 6	PAYCHECK PROTECTION PROGRAM GRANT

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 THE MEMBERS OF THE BOARD OF TRUSTEES, WITH THE EXCEPTION OF THE OFFICERS WHO 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 FINANCE COMMITTEE, AN AUTHORIZED COMMITTEE OF THE BOARD OF TRUSTEES. AN EMAIL COPY OF THE FORM 990 IS SENT TO EVERY MEMBER OF THE FINANCE COMMITTEE. THE MEMBERS OF THE FINANCE COMMITTEE 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 APRIL OF EACH YEAR, A NEW CONFLICT OF INTEREST FORM IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES. THE FORM IS REQUIRED TO BE RETURN WITHIN ONE MONTH AND IS REQUIRED FOR SERVICES ON THE BOARD OF TRUSTEES. COMPLIANCE IS MONITORED BY THE MANAGING DIRECTOR.
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.