MENTALIZING INITIATIVE: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MENTALIZING INITIATIVE (EIN 83-2417809)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-14
- IRS object ID
- 202522879349202267
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T19:13:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760722072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUMBERG JUNEJA ROCHER & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16311 VENTURA BLVD SUITE 1180 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832417809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MENTALIZING INITIATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 3108597912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9777 WILSHIRE BLVD 909 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN KISSELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108597912 | PhoneNum |
| Signature | 2025-10-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL CHOI CPA | PreparerPersonNm |
| PTIN | P00639689 | PTIN |
| Phone | 8189816100 | PhoneNum |
| Preparation | 2025-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | HTTP://WWW.MENTALIZINGINITIATIVE.COM/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $56,457 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,426 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $51,031 | ProgramServiceRevenueAmt |
| Total Revenue | $56,457 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $15,225 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $19,209 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $14 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $16,817 | OtherExpensesTotalAmt |
| Total Expenses | $51,265 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,192 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $1,576 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $6,768 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576 | BOYAmt |
| EOY | $6,768 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576 | BOYAmt |
| EOY | $6,768 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576 | BOYAmt |
| EOY | $6,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PRIMARY EXEMPT PURPOSE: THE MENTALIZING INITIATIVE (MI) PROVIDES MENTAL HEALTH CLINICIANS WITH TRAINING IN MENTALIZING BASED THERAPY (MBT) AND OTHER EVIDENCE - BASED THERAPIES FOR BORDERLINE PERSONALITY DISORDER (BPD) AND RELATED DISORDERS TO EFFECTIVELY TREAT SERIOUSLY UNDERSERVED POPULATIONS WHOSE SUFFERING LIES IN THEIR DIFFICULT RELATIONSHIPS WITH SELF AND OTHERS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | OUR ANNUAL BASIC AND PRACTITIONER MBT TRAINING WAS THE MAJOR SERVICE EVENT OF THE YEAR. THIS IS A COMBINED EVENT IN WHICH THE BASIC TRAINING IS HELD ON THE FIRST THREEE DAYS OF THE FOUR-DAY TRAINING AND THE PRACTITIONER TRAINING ON THE LAST TWO DAYS OF THE FOUR-DAY TRAINING - THE TRAININGS, WHILE SEPARATE EVENTS, RUN CONCURRENTLY ON THE THIRD DAY. THIS TRAINING IS OF SIGNIFICANCE BECAUSE IT IS ONE OF ONLY TWO OFFERED IN THE UNITED STATES (U.S.) ANNUALLY, AND MOST IMPORTANTLY, IT IS THE ONLY IN-PERSON TRAINING LED BY THE CREATOR OF MBT, PROF. ANTHONY BATEMAN, WHO TRAVELS FROM THE UNITED KINGDOM (U.K.) TO JOIN U.S. BOARD MEMBERS AND MI FACULTY CO-TEACH AND FACILITATE SMALL GROUP ACTIVITIES. TWENTY-NINE PEOPLE ATTENDED THE BASIC, TWENTY-FIVE FROM THE U.S. AND FOUR FROM EUROPE OR CANADA. ELEVEN ATTENDED THE PRACTITIONER COURSE; ALL FROM THE U.S. COST OF THE EVENT (VENUE, CATERING, HONORARIA, TRAVEL EXPENSES AND TEACHING MATERIALS) WAS COVERED ENTIRELY BY REGISTRATION FEES. OF THOSE ATTENDING THE EVENT, 12% WENT ON TO PURSUE ADVANCED TRAINING IN THE FORM OF GROUP SUPERVISION WITH MI FACULTY. WITH THE RECENT UPDATING OF OUR WEBSITE AND THE ADDITION OF NEW DATA COLLECTING PLATFORMS, WE HOPE TO TRACK THE ONGOING PURSUITS AND USE OF MBT IN OUR ATTENDEES. EXPANSION OF OUR VOLUNTEER BOARD IN 2024 AND THE HIRING OF AN ADMINISTRATIVE ASSISTANT IN EARLY 2025 HAVE PAVED THE WAY FOR ALREADY EXPANDED OFFERINGS IN 2025 AND FURTHER EXPANSION IN 2026. THESE INCLUDE A WEBINAR SERIES AIMING TO BRING THE "COMMUNITY" OF MBT-ERS TOGETHER FOR CONTINUED LEARNING, AND OTHER APPLICATIONS OF MBT TO FAMILIES/COUPLES AND ADOLESCENTS. PARTNERSHIPS IN EDUCATIONAL ACTIVITIES WITH SILVER HILL HOSPITAL (NEW CANAAN, CT), LINDNER CENTER OF HOPE (COLUMBUS, OH), AND ELLENHORN LLC (LOS ANGELES, CA) SUPPORT COLLABORATION IN EDUCATIONAL EFFORTS AND EXPAND OUR REACH TO POTENTIAL LEARNERS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $47,700 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $47,700 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DANIEL KUPPER PHD TO 102024 | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY KATZMAN MD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATALIE FARRAR ADAMS FROM 012024 | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| CARL FLEISHER FROM 042024 | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOLENE SAWYER FROM 042024 | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| COLLEEN KELLY FROM 042024 | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| BITA RAHBAR FROM 042024 | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| PHAIZON WOOD FROM 042024 | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGARET COFFEY FROM 042024 | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBIN KISSELL MD | ||||
| DIRECTOR, PRESIDENT | 12.50 | $0 | $0 | $0 |
| NATALIE BROOKS MFT | ||||
| DIRECTOR, TREASURER | 12.50 | $0 | $0 | $0 |
| CHERYL GOODRICH PHD TO 052024 | ||||
| DIRECTOR, SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN KISSELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9777 WILSHIRE BLVD STE 909 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108597912 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $20,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $5,426 | CurrentTaxYearAmt |
| Total | $27,990 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,031 | CurrentTaxYearAmt |
| Total | $237,191 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,457 | CurrentTaxYearAmt |
| Total | $265,181 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $20,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $4,982 | CurrentTaxYearAmt |
| Total | $26,882 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $20,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $4,982 | CurrentTaxYearAmt |
| Total | $26,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $238,299 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,457 | CurrentTaxYearAmt |
| Total | $265,181 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86740 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: LODGING AND MEALS. AMOUNT: 7,078. DESCRIPTION: INSURANCE. AMOUNT: 4,237. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 3,342. DESCRIPTION: EDUCATION EXPENSE. AMOUNT: 1,341. DESCRIPTION: FEES, LICENSE AND PERMITS. AMOUNT: 558. DESCRIPTION: ADVERTISING. AMOUNT: 170. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 91. TOTAL TO FORM 990-EZ, LINE 16: 16,817. |
| FORM 990-EZ, V, LINE 35A: | EXPLANATION FOR NOT REPORTING BUSINESS INCOME; THE MENTALIZING INITITATIVE'S EXEMPT PURPOSE IT TO PROVIDE MENTAL HEALTH CLINICIANS WITH TRAINING IN MENTALIZING BASED THERAPY (MBT) AND EVIDENCE-BASED THERAPIES FOR BODERLINE PERSONALITY DISORDER AND REALTED DISORDERS. PROGRAM SERVICE REVENUE SHOWN ON PART I, LINE 2 REPRESENTS FEES RECEIVED FOR PROVIDING MBT TRAININGS DURING THE YEAR. SUCH AMOUNTS FURTHERS THE ORGANIZATION'S EXEMPT PURPOSE. |
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