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BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC (EIN 04-2010675)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-03-01
IRS object ID
201610619349301001
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-03-01T15:11:31-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043000523PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR & DREW PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line125 BRAINTREE HILL OFC PK SUITE 102AddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042010675EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOSTON PSYCHOANALYTIC SOCIETY ANDBusinessNameLine1Txt
Business Name Line2INSTITUTE INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBOSTBusinessNameControlTxt
Phone6172660953PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 HERRICK ROADAddressLine1Txt
CityNEWTON CENTRECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN STERNBACH MDPersonNm
Person TitleCHAIRPersonTitleTxt
Phone6172660953PhoneNum
Signature2016-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A DIIULISPreparerPersonNm
PTINP00303577PTIN
Phone6174711120PhoneNum
Preparation2016-02-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHEN STERNBACH MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 HERRICK ROADAddressLine1Txt
CityNEWTON CENTRECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,234,328GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BPSI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1936FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE 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 Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$706,980PYContributionsGrantsAmt
CY Contributions Grants$501,621CYContributionsGrantsAmt
PY Program Service Revenue$237,311PYProgramServiceRevenueAmt
CY Program Service Revenue$239,189CYProgramServiceRevenueAmt
PY Investment Income$686,872PYInvestmentIncomeAmt
CY Investment Income$314,600CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,631,163PYTotalRevenueAmt
CY Total Revenue$1,055,410CYTotalRevenueAmt
PY Grants And Similar Paid$28,069PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$29,126CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$414,180PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$410,946CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$39,534CYTotalFundraisingExpenseAmt
PY Other Expenses$696,675PYOtherExpensesAmt
CY Other Expenses$739,954CYOtherExpensesAmt
PY Total Expenses$1,138,924PYTotalExpensesAmt
CY Total Expenses$1,180,026CYTotalExpensesAmt
PY Revenues Less Expenses$492,239PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$124,616CYRevenuesLessExpensesAmt
Total Assets BOY$16,939,547TotalAssetsBOYAmt
Total Assets EOY$17,158,376TotalAssetsEOYAmt
Total Liabilities BOY$1,017,964TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,360,342TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,921,583NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,798,034NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$684,913ExpenseAmt
Grant$29,126GrantAmt
Revenue$239,189RevenueAmt
DescCONDUCTED 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$684,913TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLE NATHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172660953PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 HERRICK ROADAddressLine1Txt
CityNEWTON CENTRECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEPHEN STERNBACH MD
CHAIR1.00Yes (X)Yes (X)$0$0$0
JAMES D WALTON MD
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JULIE WATTS LICSW
PRESIDENT ELECT1.00Yes (X)Yes (X)$0$0$0
CATHERINE KIMBLE MD
EXECUTIVE DIRECTOR1.00Yes (X)Yes (X)$93,840$0$0
FRED SCHULTZ
TREASURER1.00Yes (X)Yes (X)$0$0$0
ALAN SIEGEL EDD
SECRETARY1.00Yes (X)Yes (X)$0$0$0
CAROLE A NATHAN
MANAGING DIRECTOR1.00Yes (X)$80,389$0$0
PHARREL WENER
FINANCE OFFICER1.00Yes (X)$71,260$0$0
JAMES BARRON MD
TRUSTEE1.00Yes (X)$0$0$0
PHIL BURLING
TRUSTEE1.00Yes (X)$0$0$0
JASON JONES MD
TRUSTEE1.00Yes (X)$0$0$0
MARGARET FOX PHD
TRUSTEE1.00Yes (X)$0$0$0
MARY MCCARTHY MD
TRUSTEE1.00Yes (X)$0$0$0
DAN MOLLOD MD
TRUSTEE1.00Yes (X)$0$0$0
JAMES NEMETZ
TRUSTEE1.00Yes (X)$0$0$0
MARK SCHECHTER PHD
TRUSTEE1.00Yes (X)$0$0$0
JOSEPH SCHWARTZ PHD
TRUSTEE1.00Yes (X)$0$0$0
JAN SERIFF PSYD
TRUSTEE1.00Yes (X)$0$0$0
LAWRENCE ST CLAIR MD
TRUSTEE1.00Yes (X)$0$0$0
PAT WRIGHT MD
TRUSTEE1.00Yes (X)$0$0$0
BARRY KOROBKIN
TRUSTEE EMERITUS1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$245,489TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KAPLAN CONSTRUCTION
116 HAVARD STREETBROOKLINEMA02446CONSTRUCTION$2,518,967
SCHWARTZSILVER ARCHITECTS
75 KNEELAND STREETBOSTONMA02111ARCHITECTURAL$159,601
CREATIVE OFFICE PAVILION
1 DESIGN CENTER PL 734BOSTONMA02210OFFICE FURNITURE DESIGN$155,138
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Membership Dues$247,816MembershipDuesAmt
All Other Contributions$253,805AllOtherContributionsAmt
Total Contributions$501,621TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTUITION AND FEESDesc
Business611600BusinessCd
Total Revenue Column$239,189TotalRevenueColumnAmt
Related Or Exempt Func Income$239,189RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$239,189TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$401,411TotalRevenueColumnAmt
Exclusion$401,411ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,092,107SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,178,918SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$86,811SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$86,811TotalRevenueColumnAmt
Exclusion-$86,811ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,055,410TotalRevenueColumnAmt
Related Or Exempt Func Income$239,189RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$314,600ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$29,126TotalAmt
Program Services$29,126ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$341,790TotalAmt
Program Services$243,511ProgramServicesAmt
Management And General$67,570ManagementAndGeneralAmt
Fundraising$30,709FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$35,881TotalAmt
Program Services$21,192ProgramServicesAmt
Management And General$12,589ManagementAndGeneralAmt
Fundraising$2,100FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,275TotalAmt
Program Services$21,700ProgramServicesAmt
Management And General$8,588ManagementAndGeneralAmt
Fundraising$2,987FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$474TotalAmt
Management And General$474ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Management And General$20,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$63,106TotalAmt
Management And General$63,106ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$94,928TotalAmt
Program Services$40,119ProgramServicesAmt
Management And General$52,541ManagementAndGeneralAmt
Fundraising$2,268FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$671TotalAmt
Program Services$671ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,681TotalAmt
Program Services$6,114ProgramServicesAmt
Management And General$17,567ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$63,808TotalAmt
Program Services$57,427ProgramServicesAmt
Management And General$6,381ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,609TotalAmt
Program Services$4,487ProgramServicesAmt
Management And General$3,082ManagementAndGeneralAmt
Fundraising$40FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$115,305TotalAmt
Program Services$109,540ProgramServicesAmt
Management And General$5,765ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,575TotalAmt
Program Services$10,573ProgramServicesAmt
Management And General$16,002ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
MOVING EXPENSE & RIBBON$77,826$77,826
LIBRARY$75,152$75,152
REPAIRS$51,945$33,405$18,540
MISCELLANEOUS$33,893$17,442$16,451

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$84,981TotalAmt
Program Services$30,310ProgramServicesAmt
Management And General$53,241ManagementAndGeneralAmt
Fundraising$1,430FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,180,026TotalAmt
Program Services$684,913ProgramServicesAmt
Management And General$455,579ManagementAndGeneralAmt
Fundraising$39,534FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,829,039BOYAmt
EOY$128,715EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$193,161BOYAmt
EOY$169,698EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$21,459BOYAmt
EOY$23,812EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,426BOYAmt
EOY$12,440EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,365,735LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$129,080LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,144,704BOYAmt
EOY$5,236,655EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,119,621BOYAmt
EOY$9,005,671EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,620,137BOYAmt
EOY$2,581,385EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,939,547BOYAmt
EOY$17,158,376EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,017,964BOYAmt
EOY$60,342EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,300,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,017,964BOYAmt
EOY$1,360,342EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,680,168BOYAmt
EOY$13,467,688EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,167,431BOYAmt
EOY$2,256,362EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$73,984BOYAmt
EOY$73,984EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,921,583BOYAmt
EOY$15,798,034EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,939,547BOYAmt
EOY$17,158,376EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$124,616ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,067NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$719,145BeginningYearBalanceAmt
Contributions$21,000ContributionsAmt
Investment Earnings Or Losses$19,788InvestmentEarningsOrLossesAmt
Other Expenditures$20,689OtherExpendituresAmt
End Year Balance$739,244EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$702,058ContributionsAmt
Investment Earnings Or Losses$58,243InvestmentEarningsOrLossesAmt
Other Expenditures$41,156OtherExpendituresAmt
End Year Balance$719,145EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.03000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.10000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.87000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$509,389OtherCostOrOtherBasisAmt
Depreciation$129,080DepreciationAmt
Book Value$380,309BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,856,346OtherCostOrOtherBasisAmt
Book Value$4,856,346BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,236,655TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH AND MONEY MARKET$378,136F
MUTUAL FUNDS - BONDS$4,639,887F
EXCHANGE-TRADED PRODUCTS$3,987,648F
FieldValueIRS element (for citing)
Total Book Value Securities$9,005,671TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
CASH SURRENDER VALUE-LIFE INSURANCE$81,442
PREPAID LEASE PAYMENT$2,499,943
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,581,385TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescMARGIN LOANDesc
Amt$1,300,000Amt
FieldValueIRS element (for citing)
Total Liability$1,300,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,794,811TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,067NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$801,440DonatedServicesAndUseFcltsAmt
Revenue Not Reported$802,507RevenueNotReportedAmt
Revenue Subtotal$992,304RevenueSubtotalAmt
Investment Expenses Not Incld$63,106InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$63,106RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,055,410TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,918,360TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$801,440DonatedServicesUseFcltsAmt
Expenses Not Reported$801,440ExpensesNotReportedAmt
Expenses Subtotal$1,116,920ExpensesSubtotalAmt
Investment Expenses Not Incld2$63,106InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$63,106ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,180,026TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs0MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient28RecipientCnt
Cash Grant$29,126CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION IS FOR THE BENEFIT OF ITS MEMBERS, STUDENTS, AND COMMUNITY.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS OF THE ORGANIZATION ELECT THE MEMBERS OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7BTHE 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 11THE 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 12CIN 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 15THE 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 19THE 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 2CBOTH THE OVERSIGHT PROCESS AND THE SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BPSI SUPPORTING CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 HERRICK ROADAddressLine1Txt
CityNEWTON CENTRECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd
FieldValueIRS element (for citing)
EIN222812902EIN
Primary ActivitiesSUPPORT OPERATIONS OF THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE, INC.PrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 11B, IIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd