2016-03-01T15:11:31-06:00 2015-06-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2014-07-01 042010675 THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC BOST 6172660953 141 HERRICK ROAD NEWTON CENTRE MA 02459 STEPHEN STERNBACH MD CHAIR 6172660953 2016-02-12 1 DAVID A DIIULIS P00303577 6174711120 2016-02-12 2014 2016-08-17 19:52:53Z STEPHEN STERNBACH MD 141 HERRICK ROAD NEWTON CENTRE MA 02459 6234328 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. 23 23 11 0 0 0 706980 501621 237311 239189 686872 314600 0 0 1631163 1055410 28069 29126 0 0 414180 410946 0 0 39534 696675 739954 1138924 1180026 492239 -124616 16939547 17158376 1017964 1360342 15921583 15798034 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 684913 29126 239189 CONDUCTED EDUCATIONAL PROGRAMS IN THE FIELD OF PSYCHOANALYTIC EDUCATION, PSYCHOTHERAPY EDUCATION, AND CONTINUING EDUCATION FOR OUR MEMBERSHIP AND THE MENTAL HEALTH COMMUNITY. 684913 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 1 0 0 0 1 26 0 11 1 0 0 0 0 0 0 0 0 X 23 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 STEPHEN STERNBACH MD 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 1.00 X X 93840 0 0 FRED SCHULTZ TREASURER 1.00 X X 0 0 0 ALAN SIEGEL EDD SECRETARY 1.00 X X 0 0 0 CAROLE A NATHAN MANAGING DIRECTOR 1.00 X 80389 0 0 PHARREL WENER FINANCE OFFICER 1.00 X 71260 0 0 JAMES BARRON MD TRUSTEE 1.00 X 0 0 0 PHIL BURLING TRUSTEE 1.00 X 0 0 0 JASON JONES MD TRUSTEE 1.00 X 0 0 0 MARGARET FOX PHD TRUSTEE 1.00 X 0 0 0 MARY MCCARTHY MD TRUSTEE 1.00 X 0 0 0 DAN MOLLOD MD TRUSTEE 1.00 X 0 0 0 JAMES NEMETZ TRUSTEE 1.00 X 0 0 0 MARK SCHECHTER PHD TRUSTEE 1.00 X 0 0 0 JOSEPH SCHWARTZ PHD TRUSTEE 1.00 X 0 0 0 JAN SERIFF PSYD TRUSTEE 1.00 X 0 0 0 LAWRENCE ST CLAIR MD TRUSTEE 1.00 X 0 0 0 PAT WRIGHT MD TRUSTEE 1.00 X 0 0 0 BARRY KOROBKIN TRUSTEE EMERITUS 1.00 X 0 0 0 245489 0 0 0 0 0 0 KAPLAN CONSTRUCTION 116 HAVARD STREET BROOKLINE MA 02446 CONSTRUCTION 2518967 SCHWARTZSILVER ARCHITECTS 75 KNEELAND STREET BOSTON MA 02111 ARCHITECTURAL 159601 CREATIVE OFFICE PAVILION 1 DESIGN CENTER PL 734 BOSTON MA 02210 OFFICE FURNITURE DESIGN 155138 3 247816 253805 501621 TUITION AND FEES 611600 239189 239189 239189 401411 401411 5092107 5178918 -86811 -86811 -86811 1055410 239189 0 314600 29126 29126 341790 243511 67570 30709 35881 21192 12589 2100 33275 21700 8588 2987 474 474 20000 20000 63106 63106 94928 40119 52541 2268 671 671 23681 6114 17567 63808 57427 6381 7609 4487 3082 40 115305 109540 5765 26575 10573 16002 MOVING EXPENSE & RIBBON 77826 77826 LIBRARY 75152 75152 REPAIRS 51945 18540 33405 MISCELLANEOUS 33893 16451 17442 84981 30310 53241 1430 1180026 684913 455579 39534 1829039 128715 193161 169698 21459 23812 11426 12440 5365735 129080 3144704 5236655 9119621 9005671 2620137 2581385 16939547 17158376 1017964 60342 0 1300000 1017964 1360342 X 13680168 13467688 2167431 2256362 73984 73984 15921583 15798034 16939547 17158376 -124616 1067 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 719145 21000 19788 20689 739244 702058 58243 41156 719145 0.03000 0.10000 0.87000 0 0 509389 129080 380309 4856346 4856346 5236655 CASH AND MONEY MARKET 378136 F MUTUAL FUNDS - BONDS 4639887 F EXCHANGE-TRADED PRODUCTS 3987648 F 9005671 CASH SURRENDER VALUE-LIFE INSURANCE 81442 PREPAID LEASE PAYMENT 2499943 2581385 MARGIN LOAN 1300000 1300000 X 1794811 1067 801440 802507 992304 63106 63106 1055410 1918360 801440 801440 1116920 63106 63106 1180026 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: BPSI AND BPSI S.C. ARE QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATIONS HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE AND QUALIFY FOR THE 50% CHARITABLE CONTRIBUTIONS DEDUCTION FOR INDIVIDUAL DONORS. SINCE THE CONTINUANCE OF THIS STATUS IS BASED UPON CONTINUING QUALIFICATION, THE ORGANIZATION HAS IDENTIFIED THIS AS A TAX POSITION. HOWEVER, IT HAS DETERMINED THAT THIS TAX POSITION MEETS MORE LIKELY THAN NOT (MLTN) SUSTAINABILITY AND DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGES IN ITS POSITION REGARDING THIS MATTER IN THE NEXT TWELVE MONTHS. US GENERALLY ACCEPTED ACCOUNTING PRINCIPLES CODIFICATION 740-10 (FORMERLY FASB INTERPRETATION 48 ("FIN" 48) REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A MLTN 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. INTEREST AND PENALTIES, IF ANY, RELATED TO ASSESSMENTS BY TAX AUTHORITIES WILL BE CLASSIFIED AS A COMPONENT OF INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY, IN THE STATEMENT OF ACTIVITIES. A TAX POSITION MAY BE CONSIDERED AS TAKEN ANY TIME A TAXPAYER CHOOSES AMONGST ALTERNATIVES THAT AFFECT THE AMOUNT OF THEIR TAX OBLIGATIONS AND INCLUDE FOR EXAMPLE: TAX EXEMPT STATUS; STATUS AS A PASS-THROUGH ENTITY (S CORPORATIONS); DECISIONS MADE IN THE PROCESS OF CONFORMING WITH TAX LAWS; DECISIONS NOT TO FILE IN CERTAIN JURISDICTIONS; ALLOCATION OF INCOME BETWEEN JURISDICTIONS AND THE CHARACTERIZATION OF INCOME OR EXPENSES. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUE 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 28 29126 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. 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. BPSI SUPPORTING CORPORATION 141 HERRICK ROAD NEWTON CENTRE MA 02459 222812902 SUPPORT OPERATIONS OF THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE, INC. MA 501(C)(3) LINE 11B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0