Berkshire Psychoanalytic Institute Inc

990EZ • Fiscal year 2014 • EIN 01-0778722

Apr 01, 2013 to Mar 31, 2014 • Filed on Jul 10, 2014

Organization Profile WWW.BERKSHIRE-PSYCHOANALYTIC.ORG

PO Box 877Stockbridge, MA 01262-0877

(413) 298-5455

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-9.5%

Higher net margin than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-3.5%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

38%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$76,499

Down $2,763 (-3.5%) from 2013

Net Assets

Down

$76,499

Down $2,763 (-3.5%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin24th percentile

Revenue

$29,201

Up $8,086 (+38%) from 2013

Expenses

Down

$31,964

Down $2,861 (-8.2%) from 2013

Net Income

-$2,763

Up $10,947 (+80%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$76,499

Liabilities$0

Net Assets$76,499

Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$29,201

Expenses$31,964

Net Income-$2,763

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2013 to Mar 31, 2014
Signed: Jul 10, 2014
Return Version: 2013v3.0
Gross Receipts: $29,201

Mission and Program Overview

Mission

Teaching seminars in psychoanalysis to psychiatrists, psychologists, social workers and m.d.'s

Program Services

Description	Grants	Expenses
TEACHING SEMINARS IN PSYCHOANALYSIS TO PSYCHIATRISTS, PSYCHOLOGISTS, SOCIAL WORKERS AND M.D'S	$0	$31,964

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
EDWARD R SHAPIRO	President	PT	$0	-	-
DAVID D OLDS	Treasurer	-	$0	-	-
LESTER H FRIEDMAN MD	Clerk	-	$0	-	-

Filing and Contact Details

Filer

EIN: 01-0778722
Phone: 4132985455

Signing Officer

Name: Edward R Shapiro Md
Title: President
Phone: 4132985455
Signed: 2014-07-10
Discuss with paid preparer: Yes

Preparer

Preparer: Carl Alviti CPA
Phone: 7819434100

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: travel. Amount: 708. Description: insurance. Amount: 4,258. Description: filing fee. Amount: 54. Description: internet. Amount: 684. Description: society dues. Amount: 70. Description: office supplies. Amount: 441. Description: bank fees. Amount: 29. Description: office expense. Amount: 246. Description: telephone. Amount: 1,793. Description: postage. Amount: 264. Description: cme fee. Amount: 1,585. Description: advertising. Amount: 1,446. Description: website. Amount: 431. Total to form 990-ez, line 16: 12,009.”

Raw XML Appendix148 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	DAVID D OLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	LESTER H FRIEDMAN MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	CLERK
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IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	12009
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
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IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	0
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IRS990EZ/TanningServicesProvidedInd	0	0
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IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
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IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	16035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	11600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	10400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	9950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	10500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	58485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	13166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	9515
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IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
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IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	153328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: TRAVEL. AMOUNT: 708. DESCRIPTION: INSURANCE. AMOUNT: 4,258. DESCRIPTION: FILING FEE. AMOUNT: 54. DESCRIPTION: INTERNET. AMOUNT: 684. DESCRIPTION: SOCIETY DUES. AMOUNT: 70. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 441. DESCRIPTION: BANK FEES. AMOUNT: 29. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 246. DESCRIPTION: TELEPHONE. AMOUNT: 1,793. DESCRIPTION: POSTAGE. AMOUNT: 264. DESCRIPTION: CME FEE. AMOUNT: 1,585. DESCRIPTION: ADVERTISING. AMOUNT: 1,446. DESCRIPTION: WEBSITE. AMOUNT: 431. TOTAL TO FORM 990-EZ, LINE 16: 12,009.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonNm	0	EDWARD R SHAPIRO MD
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	043486433
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	MATRIX FINANCIAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	60 WALNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MA
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ReturnHeader/PreparerPersonGrp/PhoneNum	0	7819434100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CARL ALVITI CPA
ReturnHeader/ReturnTs	0	2014-08-06T09:28:06-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-04-01
ReturnHeader/TaxPeriodEndDt	0	2014-03-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $76,499
Liabilities: $0
Net assets: $76,499
Revenue: $29,201
Expenses: $31,964
Net income: -$2,763

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2020Detailed filing. Detailed filing data is available for this year.	$8.14	$0.00	$8.14	$11.8	$16.1	$4.32
2019Detailed filing. Detailed filing data is available for this year.	$12.5	$0.00	$12.5	$5.40	$18.7	$13.3
2018Summary only. Only limited summary data is available for this year.	$25.8	$0.00		$9.13	$18.1	$8.93
2017Summary only. Only limited summary data is available for this year.	$34.7	$0.00		$12.5	$22.9	$10.4
2016Summary only. Only limited summary data is available for this year.	$45.1	$0.00		$16.8	$32.6	$15.8
2015Detailed filing. Detailed filing data is available for this year.	$60.8	$0.00	$60.8	$23.0	$38.7	$15.7
2014Detailed filing. Detailed filing data is available for this year.	$76.5	$0.00	$76.5	$29.2	$32.0	$2.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$79.3	$0.00	$79.3	$21.1	$34.8	$13.7
2012Summary only. Only limited summary data is available for this year.	$93.0	$0.00		$30.7	$30.6	$0.16