Berkshire Psychoanalytic Institute Inc

990EZ • Fiscal year 2015 • EIN 01-0778722

Apr 01, 2014 to Mar 31, 2015 • Filed on Jul 20, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

-68%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

-20%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

-21%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$60,844

Down $15,655 (-20%) from 2014

Net Assets

Down

$60,844

Down $15,655 (-20%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin6th percentile

Revenue

Down

$23,002

Down $6,199 (-21%) from 2014

Expenses

$38,657

Up $6,693 (+21%) from 2014

Net Income

Down

-$15,655

Down $12,892 (-467%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2015

Assets$60,844

Liabilities$0

Net Assets$60,844

Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

Highlighted filing

2015

Revenue$23,002

Expenses$38,657

Net Income-$15,655

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2014 to Mar 31, 2015
Signed: Jul 20, 2015
Return Version: 2014v5.0
Gross Receipts: $23,002

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	$38,597

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBIN J RENDERS PHD	President	PT	$0	-	-
DAVID D OLDS MD	Treasurer	-	$0	-	-
RONA KNIGHT PHD	Clerk	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Berkshire Psychoanalytic Institute
EIN: 01-0778722
Phone: 4132985455
Address: PO BOX 877, STOCKBRIDGE, MA 01262-0877

Signing Officer

Name: Edward R Shapiro Md
Title: President
Phone: 4132985455
Signed: 2015-07-20
Discuss with paid preparer: Yes

Preparer

Firm: Matrix Financial LLC
Address: 60 WALNUT STREET, WELLESLEY, MA 02481
Preparer: Carl Alviti CPA
Phone: 7819434100

Supplemental Narrative

Additional Explanations

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

“Description: travel. Amount: 4,021. Description: insurance. Amount: 2,678. Description: filing fee. Amount: 54. Description: internet. Amount: 822. Description: society dues. Amount: 735. Description: office supplies. Amount: 989. Description: bank fees. Amount: 1. Description: office expense. Amount: 607. Description: telephone. Amount: 1,616. Description: cme fee. Amount: 1,970. Description: advertising. Amount: 1,168. Description: website. Amount: 654. Description: auto expense. Amount: 103. Total to form 990-ez, line 16: 15,418.”

Raw XML Appendix149 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 MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	RONA KNIGHT PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	CLERK
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IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	15418
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TEACHING SEMINARS IN PSYCHOANALYSIS TO PSYCHIATRISTS, PSYCHOLOGISTS, SOCIAL WORKERS AND M.D.'S
IRS990EZ/PrintingPublicationsPostageAmt	0	860
IRS990EZ/ProgramServiceRevenueAmt	0	7077
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	38597
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
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
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IRS990EZ/TotalProgramServiceExpensesAmt	0	38597
IRS990EZ/TotalRevenueAmt	0	23002
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.BERKSHIRE-PSYCHOANALYTIC.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	15925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	16035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	11600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	10400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	9950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	63910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	7077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	13166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	9515
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	81123
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
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IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	30745
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IRS990ScheduleA/Total509Grp/TotalAmt	0	145033
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	145033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: TRAVEL. AMOUNT: 4,021. DESCRIPTION: INSURANCE. AMOUNT: 2,678. DESCRIPTION: FILING FEE. AMOUNT: 54. DESCRIPTION: INTERNET. AMOUNT: 822. DESCRIPTION: SOCIETY DUES. AMOUNT: 735. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 989. DESCRIPTION: BANK FEES. AMOUNT: 1. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 607. DESCRIPTION: TELEPHONE. AMOUNT: 1,616. DESCRIPTION: CME FEE. AMOUNT: 1,970. DESCRIPTION: ADVERTISING. AMOUNT: 1,168. DESCRIPTION: WEBSITE. AMOUNT: 654. DESCRIPTION: AUTO EXPENSE. AMOUNT: 103. TOTAL TO FORM 990-EZ, LINE 16: 15,418.
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	2016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm	0	EDWARD R SHAPIRO MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
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ReturnHeader/Filer/PhoneNum	0	4132985455
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ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	012620877
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02481
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7819434100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CARL ALVITI CPA
ReturnHeader/ReturnTs	0	2015-08-20T07:06:14-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-04-01
ReturnHeader/TaxPeriodEndDt	0	2015-03-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $60,844
Liabilities: $0
Net assets: $60,844
Revenue: $23,002
Expenses: $38,657
Net income: -$15,655

	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