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

FieldValueIRS element (for citing)
Return2025-10-14T19:13:01-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760722072PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUMBERG JUNEJA ROCHER & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116311 VENTURA BLVD SUITE 1180AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832417809EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MENTALIZING INITIATIVEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMENTBusinessNameControlTxt
Phone3108597912PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19777 WILSHIRE BLVD 909AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBIN KISSELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3108597912PhoneNum
Signature2025-10-03SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL CHOI CPAPreparerPersonNm
PTINP00639689PTIN
Phone8189816100PhoneNum
Preparation2025-10-03PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressHTTP://WWW.MENTALIZINGINITIATIVE.COM/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$56,457GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$5,426ContributionsGiftsGrantsEtcAmt
Program Service Revenue$51,031ProgramServiceRevenueAmt
Total Revenue$56,457TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$15,225FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$19,209OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$14PrintingPublicationsPostageAmt
Other Expenses Total$16,817OtherExpensesTotalAmt
Total Expenses$51,265TotalExpensesAmt
Excess Or Deficit For Year$5,192ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$1,576NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$6,768NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$1,576BOYAmt
EOY$6,768EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,576BOYAmt
EOY$6,768EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$1,576BOYAmt
EOY$6,768EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePRIMARY 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

FieldValueIRS element (for citing)
Description Program Srvc AccomOUR 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$0GrantsAndAllocationsAmt
Program Service Expenses$47,700ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$47,700TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL KUPPER PHD TO 102024
DIRECTOR1.00$0$0$0
JEFFREY KATZMAN MD
DIRECTOR1.00$0$0$0
NATALIE FARRAR ADAMS FROM 012024
DIRECTOR2.00$0$0$0
CARL FLEISHER FROM 042024
DIRECTOR2.00$0$0$0
JOLENE SAWYER FROM 042024
DIRECTOR1.00$0$0$0
COLLEEN KELLY FROM 042024
DIRECTOR2.00$0$0$0
BITA RAHBAR FROM 042024
DIRECTOR2.00$0$0$0
PHAIZON WOOD FROM 042024
DIRECTOR2.00$0$0$0
MARGARET COFFEY FROM 042024
DIRECTOR1.00$0$0$0
ROBIN KISSELL MD
DIRECTOR, PRESIDENT12.50$0$0$0
NATALIE BROOKS MFT
DIRECTOR, TREASURER12.50$0$0$0
CHERYL GOODRICH PHD TO 052024
DIRECTOR, SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonROBIN KISSELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19777 WILSHIRE BLVD STE 909AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
FieldValueIRS element (for citing)
Phone3108597912PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$20,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,564CurrentTaxYearMinus2YearsAmt
Current Tax Year$5,426CurrentTaxYearAmt
Total$27,990TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,841CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,592CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,548CurrentTaxYearMinus1YearAmt
Current Tax Year$51,031CurrentTaxYearAmt
Total$237,191TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,841CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$104,156CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,548CurrentTaxYearMinus1YearAmt
Current Tax Year$56,457CurrentTaxYearAmt
Total$265,181TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$20,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,900CurrentTaxYearMinus2YearsAmt
Current Tax Year$4,982CurrentTaxYearAmt
Total$26,882TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$20,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,900CurrentTaxYearMinus2YearsAmt
Current Tax Year$4,982CurrentTaxYearAmt
Total$26,882TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$238,299PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,841CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$104,156CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,548CurrentTaxYearMinus1YearAmt
Current Tax Year$56,457CurrentTaxYearAmt
Total$265,181TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89860PublicSupportCY509Pct
Public Support PY5090.86740PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: 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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