BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC (EIN 04-2010675)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-11-06
- IRS object ID
- 201303109349300735
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-06T09:09:03-06:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043000523 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRAINTREE HILL OFC PK SUITE 102 | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042010675 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSTON PSYCHOANALYTIC SOCIETY AND | BusinessNameLine1 |
| Business Name Line2 | INSTITUTE INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOST | NameControl |
| Phone | 6172660953 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 HERRICK ROAD | AddressLine1 |
| City | NEWTON CENTRE | City |
| State | MA | State |
| ZIP Code | 02459 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES DALSIMER MD | Name |
| Title | CHAIR | Title |
| Phone | 6172660953 | Phone |
| Date Signed | 2013-10-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A DIIULIS | Name |
| PTIN | P00303577 | PTIN |
| Phone | 6174711120 | Phone |
| Date Prepared | 2013-10-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES DALSIMER MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 HERRICK ROAD | AddressLine1 |
| City | NEWTON CENTRE | City |
| State | MA | State |
| ZIP Code | 02459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 449142 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BPSI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 301694 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 241088 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 196870 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 208054 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 141 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 498705 | TotalRevenuePriorYear |
| Total Revenue Current Year | 449142 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 326832 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 382322 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5562 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 285808 | OtherExpensePriorYear |
| Other Expenses Current Year | 606863 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 612640 | TotalExpensesPriorYear |
| Total Expenses Current Year | 989185 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -113935 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -540043 | RevenuesLessExpensesCY |
| Total Assets BOY | 126382 | TotalAssetsBOY |
| Total Assets EOY | 684513 | TotalAssetsEOY |
| Total Liabilities BOY | 421201 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1519375 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -294819 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -834862 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 494124 | Expense |
| Revenue | 208054 | Revenue |
| Description | CONDUCTED EDUCATIONAL PROGRAMS IN THE FIELD OF PSYCHOANALYTIC EDUCATION, PSYCHOTHERAPY EDUCATION, AND CONTINUING EDUCATION FOR OUR MEMBERSHIP AND THE MENTAL HEALTH COMMUNITY. | Description |
| Total Program Service Expense | 494124 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 25 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLE NATHAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172660953 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 HERRICK ROAD | AddressLine1 |
| City | NEWTON CENTRE | City |
| State | MA | State |
| ZIP Code | 02459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JAMES DALSIMER MD | ||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| BERNARD EDELSTEIN MD | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JAMES WALTON MD | ||||||
| PRESIDENT-ELECT | 1.00 | X | X | 0 | 0 | 0 |
| STEPHEN STERNBACH MD | ||||||
| CHAIRPERSON-ELECT | 1.00 | X | X | 0 | 0 | 0 |
| JANET NOONAN LICSW | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| FREDERICK SCHULTZ | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JULIE WATTS LICSW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JONATHAN KOLB MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PHILIP BURLING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANN KATZ ED D | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DANIEL MOLLOD MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELLEN BLUMENTHAL MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LYNN CETRULO LICSW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARTHA KLEINMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH CHOATE MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JASON JONES MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BARRY KOROBKIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CATHRINE KIMBLE MD | ||||||
| EXECUTIVE DIRECTOR, EX-OFFICO | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 194577 | MembershipDues |
| All Other Contributions | 46511 | AllOtherContributions |
| Total Contributions | 241088 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 208054 | TotalRevenueColumn |
| Related Or Exempt Function Income | 208054 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 208054 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 449142 | TotalRevenueColumn |
| Related Or Exempt Function Income | 208054 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315880 | Total |
| Program Services | 205322 | ProgramServices |
| Management And General | 107399 | ManagementAndGeneral |
| Fundraising | 3159 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12432 | Total |
| Program Services | 8081 | ProgramServices |
| Management And General | 4227 | ManagementAndGeneral |
| Fundraising | 124 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28118 | Total |
| Program Services | 18277 | ProgramServices |
| Management And General | 9560 | ManagementAndGeneral |
| Fundraising | 281 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25892 | Total |
| Program Services | 16830 | ProgramServices |
| Management And General | 8803 | ManagementAndGeneral |
| Fundraising | 259 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2924 | Total |
| Management And General | 2924 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19500 | Total |
| Management And General | 19500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99578 | Total |
| Management And General | 99578 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3825 | Total |
| Program Services | 3825 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34778 | Total |
| Management And General | 33039 | ManagementAndGeneral |
| Fundraising | 1739 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119414 | Total |
| Program Services | 109861 | ProgramServices |
| Management And General | 9553 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14220 | Total |
| Management And General | 14220 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71 | Total |
| Management And General | 71 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81883 | Total |
| Management And General | 81883 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21441 | Total |
| Management And General | 21441 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| RELOCATION | 55448 | 55448 | |
| PROGRAM | 42640 | 42640 | |
| LIBRARY | 39930 | 39930 | |
| SCHOLARSHIPS AND AWARDS | 23464 | 23464 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47747 | Total |
| Program Services | 25894 | ProgramServices |
| Management And General | 21853 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 989185 | Total |
| Program Services | 494124 | ProgramServices |
| Management And General | 489499 | ManagementAndGeneral |
| Fundraising | 5562 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15623 | BOY |
| EOY | 2599 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8506 | BOY |
| EOY | 12060 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8830 | BOY |
| EOY | 8827 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 784182 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 291808 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22999 | BOY |
| EOY | 492374 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 98229 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70424 | BOY |
| EOY | 70424 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126382 | BOY |
| EOY | 684513 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121362 | BOY |
| EOY | 137235 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59084 | BOY |
| EOY | 79739 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240755 | BOY |
| EOY | 1302401 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421201 | BOY |
| EOY | 1519375 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -294819 | BOY |
| EOY | -834862 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -294819 | BOY |
| EOY | -834862 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126382 | BOY |
| EOY | 684513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -540043 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 561925 | OtherCostOrOtherBasis |
| Depreciation | 79584 | Depreciation |
| Book Value | 482341 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 222257 | OtherCostOrOtherBasis |
| Depreciation | 212224 | Depreciation |
| Book Value | 10033 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 492374 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH SURRENDER VALUE-LIFE INSURANCE | Description |
| Book Value | 70424 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 70424 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO BPSI SUPPORTING CORPORATION | Description |
| Amount | $1,302,401 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1302401 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1174278 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 725136 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 725136 | RevenueNotRptdF990 |
| Revenue Subtotal | 449142 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 449142 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1714321 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 725136 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 725136 | ExpensesNotRptdF990 |
| Expenses Subtotal | 989185 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 989185 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 0 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION PUBLICIZES THIS INFORMATION ON ITS WEB SITE. |
| EXPLANATION OF DOCUMENT RETENTION | SCHEDULE E, PART I, LINE 4 | ALL QUALIFIED APPLICANTS ARE ADMITTED WITHOUT REGARD TO RACE, CREED, OR COLOR; THEREFORE, NO SUCH RECORDS ARE KEPT. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 99,578. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,578. | OTHER FEES |
| FORM 990, PART XII, LINE 2C | BOTH THE OVERSIGHT PROCESS AND THE SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPSI SUPPORTING CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 HERRICK ROAD | AddressLine1 |
| City | NEWTON CENTRE | City |
| State | MA | State |
| ZIP Code | 02459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222812902 | EIN |
| Primary Activities | SUPPORT OPERATIONS OF THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE, INC. | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11B, II | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPSI SUPPORTING CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionType |
| Amount Involved | 1302401 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments