2017-05-12T07:34:49-05:00 2016-06-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2015-07-01 042010675 THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC BOST 6172660953 141 HERRICK ROAD NEWTON CENTRE MA 02459 STEPHEN STERNBACH MD CHAIR 6172660953 2017-05-11 1 DAVID A DIIULIS P00303577 6174711120 2017-05-11 2015 2021-01-29 14:40:06Z JOSEPH M SCHWARTZ PHD 141 HERRICK ROAD NEWTON CENTRE MA 02459 7071780 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. 24 23 10 0 0 0 501621 357066 239189 313848 314600 77326 0 0 1055410 748240 29126 31328 0 0 410946 528866 0 0 50090 739954 650255 1180026 1210449 -124616 -462209 17158376 16591416 1360342 1341890 15798034 15249526 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 723096 31328 313848 CONDUCTED EDUCATIONAL PROGRAMS IN THE FIELD OF PSYCHOANALYTIC EDUCATION, PSYCHOTHERAPY EDUCATION, AND CONTINUING EDUCATION FOR OUR MEMBERSHIP AND THE MENTAL HEALTH COMMUNITY. 723096 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 16 0 10 1 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 MA X X CAROLE NATHAN 6172660953 141 HERRICK ROAD NEWTON CENTRE MA 02459 JOSEPH SCHWARTZ PHD CHAIR 1.00 X X 0 0 0 JAMES D WALTON MD PRESIDENT 1.00 X X 0 0 0 JULIE WATTS LICSW PRESIDENT ELECT 1.00 X X 0 0 0 CATHERINE KIMBLE MD EXECUTIVE DIRECTOR 35.00 X X 90853 0 0 MARK GOLDBLATT MD SECRETARY 1.00 X X 0 0 0 JAMES NEMETZ TREASURER 1.00 X X 0 0 0 JAMES BARRON PHD TRUSTEE 1.00 X 0 0 0 MARGARET FOX PHD TRUSTEE 1.00 X 0 0 0 JASON JONES MD TRUSTEE 1.00 X 0 0 0 JOHNATHAN KOLB MD TRUSTEE 1.00 X 0 0 0 MARY MCCARTHY MD TRUSTEE 1.00 X 0 0 0 DANIEL MOLLOD MD TRUSTEE 1.00 X 0 0 0 PHIL BURLING TRUSTEE 1.00 X 0 0 0 MICHAEL DVORKIN EDD TRUSTEE 1.00 X 0 0 0 BERNARD EDELSTEIN MD TRUSTEE 1.00 X 0 0 0 MARK SCHECHTER MD TRUSTEE 1.00 X 0 0 0 JAN SERIFF PSYD TRUSTEE 1.00 X 0 0 0 SUSAN SILBEY PHD TRUSTEE 1.00 X 0 0 0 HARRY SPENCE TRUSTEE 1.00 X 0 0 0 LAWRENCE ST CLAIR MD TRUSTEE 1.00 X 0 0 0 STEVEN STERNBACH MD TRUSTEE 1.00 X 0 0 0 JAMES S DALSIMER MD TRUSTEE EMERITUS 1.00 X 0 0 0 BARRY KOROBKIN TRUSTEE EMERITUS 1.00 X 0 0 0 FREDERICK SCHULTZ TRUSTEE EMERITUS 1.00 X 0 0 0 CAROLE A NATHAN MANAGING DIRECTOR 40.00 X 94320 0 0 PHARREL WENER FINANCE OFFICER 40.00 X 75999 0 0 261172 0 0 0 0 0 0 0 262230 94836 357066 TUITION AND FEES 611600 313848 313848 313848 284930 284930 6115936 6323540 -207604 -207604 -207604 748240 313848 0 77326 31328 31328 90853 38751 35829 16273 364606 258815 79945 25846 45288 23017 20983 1288 28119 19368 6743 2008 4081 4081 21350 21350 58666 58666 25467 10862 10043 4562 37228 9612 27616 120815 42329 78486 5145 793 4352 18269 18269 176856 168014 8842 42572 16937 25635 HOSPITALITY 40355 40355 LIBRARY 20538 20538 PSYCHOANALYTIC ELECTRON 18525 18525 HONARARIA SPEAKER FEES 13184 13184 47204 10668 36423 113 1210449 723096 437263 50090 128715 117315 169698 124010 23812 4184 12440 14061 5450088 305936 5236655 5144152 9005671 8615758 2581385 2571936 17158376 16591416 60342 96890 1300000 1245000 1360342 1341890 X 13467688 13128430 2256362 2047112 73984 73984 15798034 15249526 17158376 16591416 -462209 -86299 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 739244 36000 -5350 27676 742218 719145 21000 19788 20689 739244 702058 58243 41156 719145 0.07730 0.09970 0.82300 0 0 4933554 193517 4740037 516534 112419 404115 5144152 CASH AND MONEY MARKET 494646 F MUTUAL FUNDS - BONDS 6044597 F EXCHANGE-TRADED PRODUCTS 2076515 F 8615758 CASH SURRENDER VALUE-LIFE INSURANCE 97805 PREPAID LEASE PAYMENT 2474131 2571936 MARGIN LOAN 1245000 1245000 X 1443950 -86299 840675 754376 689574 58666 58666 748240 1992458 840675 840675 1151783 58666 58666 1210449 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 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 ARE ADMITTED WITHOUT REGARD TO RACE, CREED, OR COLOR; THEREFORE, NO SUCH RECORDS ARE KEPT. 1 SCHOLARSHIPS 37 31328 FMV 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 11 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.