2022-05-13T09:50:52-05:00 2021-06-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2020-07-01 042010675 THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC BOST 6172660953 141 HERRICK ROAD NEWTON CENTRE MA 02459 JAMES BARRON PHD CHAIR 6172660953 2022-05-12 1 JAMES BARRON PHD 999009999 DAVID A DIIULIS P00303577 6174711120 2022-05-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES BARRON PHD 141 HERRICK ROAD NEWTON CENTRE MA 02459 8890324 0 X WWW.BPSI.ORG X 1936 MA 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. 27 26 9 26 0 0 380990 496073 242686 298653 22114 1902360 0 0 645790 2697086 19071 24858 0 0 616928 657777 0 0 36307 632262 610646 1268261 1293281 -622471 1403805 16533619 17526827 1282376 1097566 15251243 16429261 X 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. 0 0 676599 24858 298653 CONDUCTED EDUCATIONAL PROGRAMS IN THE FIELD OF PSYCHOANALYTIC EDUCATION, PSYCHOTHERAPY EDUCATION, AND CONTINUING EDUCATION FOR OUR MEMBERSHIP AND THE MENTAL HEALTH COMMUNITY. 676599 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 27 26 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 JOSEPH SCHWARTZ PHD TRUSTEE 1.00 X 0 0 0 JULIE WATTS LICSW UNTIL 43121 IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 CATHERINE KIMBLE MD EXECUTIVE DIRECTOR 30.00 X X 111453 0 0 MICHAEL CAPLAN MD SECRETARY 1.00 X X 0 0 0 JAMES NEMETZ TREASURER 1.00 X X 0 0 0 MARGARET FOX PHD TRUSTEE 1.00 X 0 0 0 JOHNATHAN KOLB MD TRUSTEE 1.00 X 0 0 0 DANIEL MOLLOD MD UNTIL 5121 PRESIDENT 1.00 X X 0 0 0 JAN SERIFF PSYD TRUSTEE 1.00 X 0 0 0 HARRY SPENCE TRUSTEE 1.00 X 0 0 0 JAMES BARRON PHD BOARD CHAIR 1.00 X X 0 0 0 HOLLY BLATMAN MD TRUSTEE 1.00 X 0 0 0 ANDREW BUSH TRUSTEE 1.00 X 0 0 0 AMY FLEISCHER LICSW TRUSTEE 1.00 X 0 0 0 JACK FOEHL PHD FROM 43121 PRESIDENT 1.00 X X 0 0 0 DONNA FROMBERG PSYD FROM 5121 PRESIDENT ELECT 1.00 X X 0 0 0 NIGEL GIBSON PHD TRUSTEE 1.00 X 0 0 0 HOLLY FRIEDMAN HOUSMAN LICSW TRUSTEE 1.00 X 0 0 0 KIMBERLYN LEARY PHD TRUSTEE 1.00 X 0 0 0 AL MARGUILES MD TRUSTEE 1.00 X 0 0 0 CATHERINE MITKUS MD TRUSTEE 1.00 X 0 0 0 CARYN MUSHLIN LICSW FROM 61521 TRUSTEE 1.00 X 0 0 0 ALAN POLLACK MD TRUSTEE 1.00 X 0 0 0 ROBER 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 CAROLE A NATHAN MANAGING DIRECTOR 40.00 X 110158 0 13004 221611 0 13004 2 0 0 0 0 316781 92845 86447 496073 TUITION AND FEES 611600 298653 298653 298653 142380 142380 7953218 6193238 1759980 1759980 1759980 2697086 298653 0 1902360 24858 24858 114453 39916 57023 17514 428909 192220 223187 13502 74770 33509 38907 2354 39645 17767 20630 1248 1263 1263 25000 25000 68398 68398 6285 6285 3682 3682 47088 23544 23544 87324 43903 43421 360 360 14497 14497 183745 174558 9187 40785 16314 24471 BAD DEBT 41800 41800 PSYCHOANALYTIC ELECTRON 22668 22668 BANK AND CREDIT CARD FE 22037 22037 LIBRARY 18897 18897 26817 22603 2525 1689 1293281 676599 580375 36307 403562 474021 27880 11916 75218 32678 7092 14091 5493391 1226655 4450481 4266736 9198503 10382314 2370883 2345071 16533619 17526827 130901 31594 1151475 1065972 1282376 1097566 X 13019575 13918367 2231668 2510894 15251243 16429261 16533619 17526827 1403805 -225787 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 742218 36000 118292 35703 1006091 742218 4432 41464 17798 886865 829442 50385 7397 28457 858767 82746 36000 44036 51565 26493 829442 742218 61000 43643 19397 742218 0.19359 0.09119 0.71522 0 0 4951302 848375 4102927 542089 378280 163809 4266736 MONEY MARKETS 240973 F MUTUAL FUNDS - BONDS 29335 F EXCHANGE - TRADED PRODUCTS 9029910 F ALTERNATIVE INVESTMENTS 1082096 F 10382314 PREPAID LEASE PAYMENT 2345071 2345071 MARGIN LOAN 1065972 1065972 X 3113721 -225787 710820 485033 2628688 68398 68398 2697086 1935703 710820 710820 1224883 68398 68398 1293281 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. 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 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 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 1 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 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.