2011-09-30T15:46:09-05:00 2011-03-31 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2010-04-01 042010675 THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC BOST 6172660953 15 COMMONWEALTH AVENUE BOSTON MA 02116 ELLEN BLUMENTHAL MD 6175661707 2011-09-28 1 DAVID A DIIULIS 6174711120 2011-09-28 2010 2016-03-07 17:11:31Z ELLEN BLUMENTHAL MD 15 COMMONWEALTH AVENUE BOSTON MA 02116 634118 0 X WWW.BOSTONPSYCHOANALYTIC.ORG X 1936 MA THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE IS DEDICATED TO THE ENDURING VITALITY OF PSYCHOANALYTIC THOUGHT AND PRACTICE IN THE CONTEMPORARY WORLD. THROUGH OUR COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, AND TREATMENT, WE SEEK TO REDUCE EMOTIONAL SUFFERING AND ADVANCE THE GREATER UNDERSTANDING AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND SOCIETY. 18 18 11 0 0 0 508004 314687 192410 319431 3 0 4051 0 704468 634118 0 0 0 0 365655 321028 0 0 5263 455039 523258 820694 844286 -116226 -210168 390712 393987 361428 574871 29284 -180884 X THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE IS DEDICATED TO THE ENDURING VITALITY OF PSYCHOANALYTIC THOUGHT AND PRACTICE IN THE CONTEMPORARY WORLD. THROUGH OUR COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, AND TREATMENT, WE SEEK TO REDUCE EMOTIONAL SUFFERING AND ADVANCE THE GREATER UNDERSTANDING AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND SOCIETY. 0 0 432227 319431 CONDUCTED EDUCATIONAL PROGRAMS IN THE FIELD OF PSYCHOANALYTIC EDUCATION, PSYCHOTHERAPY EDUCATION, AND CONTINUING EDUCATION FOR OUR MEMBERSHIP AND THE MENTAL HEALTH COMMUNITY. 432227 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 25 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 MA X BPSI 6172660953 15 COMMONWEALTH AVENUE BOSTON MA 02116 X ELLEN BLUMENTHAL MD 1.00 X 0 0 0 ANN L KATZ EDD 1.00 X 0 0 0 BAYARD CLARKSON JR MD 1.00 X 0 0 0 HOWARD KATZ MD 1.00 X 0 0 0 JAMES DALSIMER MD 1.00 X 0 0 0 RANDALL PAULSEN MD 1.00 X 0 0 0 BERNARD EDELSTEIN MD 1.00 X 0 0 0 RICHAR SCHWARTZ 1.00 X 0 0 0 DANIEL JACOBS MD 1.00 X 0 0 0 HANS AGRAWAL MD 1.00 X 0 0 0 GERALD ADLER MD 1.00 X 0 0 0 CATHERINE KIMBLE MD 1.00 X 0 0 0 JANET NOONAN LICSW 1.00 X 0 0 0 LYNN CETRULO LICSW 1.00 X 0 0 0 ANITA ROBBOY 1.00 X 0 0 0 PHILLIP BURLING 1.00 X 0 0 0 BARRY KOROBKIN 1.00 X 0 0 0 EDWARD THOMAS 1.00 X 0 0 0 0 0 0 0 0 0 0 0 101981 161081 51625 314687 TUITION AND FEES 611600 319431 319431 319431 634118 319431 0 0 259327 168563 88171 2593 12457 8097 4235 125 24527 15943 8339 245 24717 16066 8404 247 3088 3088 173587 173587 46360 46360 41070 39017 2053 110593 101746 8847 7674 7674 8707 8707 2382 2191 191 10176 10176 PROGRAM 62577 62577 LIBRARY 21018 21018 COMMITTEES AND FUNCTION 17360 17360 MISCELLANEOUS 8909 8909 REPAIRS AND MAINTENANCE 5785 5785 3972 3972 844286 432227 406796 5263 11180 26624 5760 924 38118 59922 10575 5661 215136 207391 10127 7745 314952 293111 390712 393987 75775 59122 107102 75294 178551 440455 361428 574871 X 29284 -180884 29284 -180884 390712 393987 -210168 0 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 215136 207391 7745 7745 DUE FROM BPSI SUPPORTING CORPORATION 225606 CASH SURRENDER VALUE-LIFE INSURANCE 67505 293111 DUE TO BPSI SUPPORTING CORPORATION 440455 440455 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: BPSI AND BPSI S.C. ARE QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATIONS HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE AND QUALIFY FOR THE 50% CHARITABLE CONTRIBUTIONS DEDUCTION FOR INDIVIDUAL DONORS. SINCE THE CONTINUANCE OF THIS STATUS IS BASED UPON CONTINUING QUALIFICATION, THE ORGANIZATION HAS IDENTIFIED THIS AS A TAX POSITION. HOWEVER, IT HAS DETERMINED THAT THIS TAX POSITION MEETS MORE LIKELY THAN NOT MLTN SUSTAINABILITY AND DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGES IN ITS POSITION REGARDING THIS MATTER IN THE NEXT TWELVE MONTHS. US GENERALLY ACCEPTED ACCOUNTING PRINCIPLES CODIFICATION 740-10 (FORMERLY FASB INTERPRETATION 48 (FIN 48) REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A MLTN SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. INTEREST AND PENALTIES, IF ANY, RELATED TO ASSESSMENTS BY TAX AUTHORITIES WILL BE CLASSIFIED AS A COMPONENT OF INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY, IN THE STATEMENT OF ACTIVITIES. A TAX POSITION MAY BE CONSIDERED AS TAKEN ANY TIME A TAXPAYER CHOOSES AMONGST ALTERNATIVES THAT AFFECT THE AMOUNT OF THEIR TAX OBLIGATIONS AND INCLUDE FOR EXAMPLE: TAX EXEMPT STATUS; STATUS AS A PASS-THROUGH ENTITY (S CORPORATIONS); DECISIONS MADE IN THE PROCESS OF CONFORMING WITH TAX LAWS; DECISIONS NOT TO FILE IN CERTAIN JURISDICTIONS; ALLOCATION OF INCOME BETWEEN JURISDICTIONS AND THE CHARACTERIZATION OF INCOME OR EXPENSES. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 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. FORM 990, PART VI, SECTION A, LINE 2 HOWARD KATZ AND ANN KATZ ARE BOTH TRUSTEES AND ARE RELATED TO ONE ANOTHER (HUSBAND AND WIFE). 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 ADMINISTRATIVE 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. AUDIT COMMITTEE FORM 990, PART XI, SECTION A, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. BPSI SUPPORTING CORPORATION 15 COMMONWEALTH AVE BOSTON MA 02116 222812902 SUPPORT OPERATIONS OF THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE, INC. MA 501(C)(3) LINE 11B, II N/A 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0