Civic Intelligence

Boston Psychoanalytic Society and Institute Inc.

990 • Fiscal year 2016 • EIN 04-2010675

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization ProfileWWW.BPSI.ORG

View Organization Page

141 Herrick RoadNewton Centre, MA 02459

(617) 266-0953

Siviq Scores

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

Liabilities / Assets

31st percentile

0.08x

Higher debt load relative to assets than 31% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

1.79x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

5th percentile

-62%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$94,320

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

24th percentile

-3.3%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$16,591,416

Down $566,960 (-3.3%) from 2015

Net Assets

Down

$15,249,526

Down $548,508 (-3.5%) from 2015

Liabilities

Down

$1,341,890

Down $18,452 (-1.4%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin5th percentile

Revenue

Down

$748,240

Down $307,170 (-29%) from 2015

Expenses

Up

$1,210,449

Up $30,423 (+2.6%) from 2015

Net Income

Down

-$462,209

Down $337,593 (-271%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $393,987Liabilities 2011: $574,871Net Assets 2011: -$180,8842011Assets 2012: $126,382Liabilities 2012: $421,201Net Assets 2012: -$294,8192012Assets 2013: $684,513Liabilities 2013: $1,519,375Net Assets 2013: -$834,8622013Assets 2014: $16,939,547Liabilities 2014: $1,017,964Net Assets 2014: $15,921,5832014Assets 2015: $17,158,376Liabilities 2015: $1,360,342Net Assets 2015: $15,798,0342015Assets 2016: $16,591,416Liabilities 2016: $1,341,890Net Assets 2016: $15,249,5262016Assets 2017: $16,796,110Liabilities 2017: $1,224,777Net Assets 2017: $15,571,3332017Assets 2018: $16,924,637Liabilities 2018: $1,168,386Net Assets 2018: $15,756,2512018Assets 2019: $16,475,805Liabilities 2019: $1,194,915Net Assets 2019: $15,280,8902019Assets 2020: $16,533,619Liabilities 2020: $1,282,376Net Assets 2020: $15,251,2432020Assets 2021: $17,526,827Liabilities 2021: $1,097,566Net Assets 2021: $16,429,2612021Assets 2022: $16,000,808Liabilities 2022: $554,957Net Assets 2022: $15,445,8512022Assets 2023: $15,311,929Liabilities 2023: $71,540Net Assets 2023: $15,240,3892023Assets 2024: $15,536,251Liabilities 2024: $126,376Net Assets 2024: $15,409,8752024

Highlighted filing

2016

Assets$16,591,416
Liabilities$1,341,890
Net Assets$15,249,526
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $844,2862011Expenses 2012: $612,6402012Revenue 2013: $449,142Expenses 2013: $989,185Net Income 2013: -$540,0432013Revenue 2014: $1,631,163Expenses 2014: $1,138,924Net Income 2014: $492,2392014Revenue 2015: $1,055,410Expenses 2015: $1,180,026Net Income 2015: -$124,6162015Revenue 2016: $748,240Expenses 2016: $1,210,449Net Income 2016: -$462,2092016Revenue 2017: $1,612,506Expenses 2017: $1,217,543Net Income 2017: $394,9632017Revenue 2018: $1,177,121Expenses 2018: $1,217,498Net Income 2018: -$40,3772018Revenue 2019: $854,785Expenses 2019: $1,257,937Net Income 2019: -$403,1522019Revenue 2020: $645,790Expenses 2020: $1,268,261Net Income 2020: -$622,4712020Revenue 2021: $2,697,086Expenses 2021: $1,293,281Net Income 2021: $1,403,8052021Revenue 2022: $1,411,289Expenses 2022: $1,345,649Net Income 2022: $65,6402022Revenue 2023: $958,076Expenses 2023: $1,418,728Net Income 2023: -$460,6522023Revenue 2024: $1,189,260Expenses 2024: $1,514,682Net Income 2024: -$325,4222024

Highlighted filing

2016

Revenue$748,240
Expenses$1,210,449
Net Income-$462,209
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$7,071,780
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$9,005,671$8,615,758▼ $389,913
Land, Buildings, and Equipment, Net$5,236,655$5,144,152▼ $92,503
Pledges and Grants Receivable$169,698$124,010▼ $45,688
Savings and Temporary Cash Investments$128,715$117,315▼ $11,400
Prepaid Expenses and Deferred Charges$12,440$14,061▲ $1,621
Accounts Receivable$23,812$4,184▼ $19,628
Total Assets$17,158,376$16,591,416▼ $566,960
Other Assets Total$2,581,385$2,571,936▼ $9,449
Liabilities
Other Liabilities$1,300,000$1,245,000▼ $55,000
Accounts Payable and Accrued Expenses$60,342$96,890▲ $36,548
Total Liabilities$1,360,342$1,341,890▼ $18,452
Net Assets / Fund Balance
Unrestricted Net Assets$13,467,688$13,128,430▼ $339,258
Temporarily Rstr Net Assets$2,256,362$2,047,112▼ $209,250
Permanently Rstr Net Assets$73,984$73,984→ $0
Total Net Assets Fund Balance$15,798,034$15,249,526▼ $548,508
Total Liabilities and Net Assets / Fund Balance$17,158,376$16,591,416▼ $566,960

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,740,037$193,517$4,933,554
Equipment$404,115$112,419$516,534
Other Assets Org$2,474,131--
Other Securities$2,076,515--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$739,244$36,000▼ $5,350$27,676$742,218
2014$719,145$21,000▲ $19,788$20,689$739,244
2013-$702,058▲ $58,243$41,156$719,145
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carole a NathanManaging DirectorFT$94,320$94,320
Catherine Kimble MdExecutive DirectorFT$90,853$90,853
Pharrel WenerFinance OfficerFT$75,999$75,999

Board Members and Trustees

NameTitle
Joseph Schwartz PhdChair
James D Walton MdPresident
Julie Watts LicswPresident Elect
Bernard Edelstein MdTrustee
Daniel Mollod MdTrustee
Harry SpenceTrustee
James Barron PhdTrustee
Jan Seriff PsydTrustee
Jason Jones MdTrustee
Johnathan Kolb MdTrustee
Lawrence St Clair MdTrustee
Margaret Fox PhdTrustee
Mark Schechter MdTrustee
Mary Mccarthy MdTrustee
Michael Dvorkin EddTrustee
Phil BurlingTrustee
Steven Sternbach MdTrustee
Susan Silbey PhdTrustee
Barry KorobkinTrustee Emeritus
Frederick SchultzTrustee Emeritus
James S Dalsimer MdTrustee Emeritus
Mark Goldblatt MdSecretary
James NemetzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$357,066
Program Service Revenue
$313,848
Investment Income
$77,326
Other Revenue
$0
All Other Contributions
$94,836
Change in Net Assets
$-462,209

Audited Revenue Reconciliation

Revenue per Audited Statements
$689,574
Revenue Not Reported on Financial Statements
$58,666
Revenue Not Reported on Form 990
$754,376
Total Revenue per Audited Statements
$1,443,950
Total Revenue per Form 990
$748,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$650,255
Salaries, Compensation, and Employee Benefits$528,866
Total Fundraising Expense$50,090
Grants and Similar Amounts Paid$31,328
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$258,815$79,945$25,846$364,606
Depreciation Depletion$168,014$8,842-$176,856
Occupancy$42,329$78,486-$120,815
Current Officers, Directors, Trustees, and Key Employees$38,751$35,829$16,273$90,853
Fees for Service Investment Mgmnt Fees-$58,666-$58,666
All Other Expenses$10,668$36,423$113$47,204
Other Employee Benefits$23,017$20,983$1,288$45,288
Insurance$16,937$25,635-$42,572
Office Expenses$9,612$27,616-$37,228
Grants to Domestic Individuals$31,328--$31,328
Payroll Taxes$19,368$6,743$2,008$28,119
Fees for Services Other$10,862$10,043$4,562$25,467
Fees for Services Accounting-$21,350-$21,350
Interest-$18,269-$18,269
Other Expenses$13,184--$13,184
Travel$793$4,352-$5,145
Fees for Services Legal-$4,081-$4,081
Total Functional Expenses$723,096$437,263$50,090$1,210,449

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,992,458
Total Expenses per Form 990$1,210,449
Expenses per Audited Statements$1,151,783
Expenses Not Reported on Form 990$840,675
Expenses Not Reported on Financial Statements$58,666
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Margin Loan$1,245,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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, with the exception of the officers who are elected by 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.”

Filing and Contact Details

Filer

Filer Name
The Boston Psychoanalytic Society and
EIN
04-2010675
Phone
6172660953
Address
141 HERRICK ROAD, NEWTON CENTRE, MA 02459

Signing Officer

Name
Stephen Sternbach Md
Title
Chair
Phone
6172660953
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph M Schwartz Phd
Formed
1936
Legal Domicile
Ma
Voting Board Members
24
Independent Board Members
23
Employees
10
Volunteers
0

Preparer

Firm
O'CONNOR & DREW PC
Address
25 BRAINTREE HILL OFC PK SUITE 102, BRAINTREE, MA 02184
Preparer
David a Diiulis
Phone
6174711120
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Both the oversight process and the selection process did not change during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment funds are intended for the donor advised activities relating to scholarships, memorials, building funds, etc.”

PART X, LINE 2:

“The organization has been notified by the internal revenue service that it meets the qualifications to be classified as a tax exempt entity under section 501(c)(3) of the internal revenue code. As a not-for-profit entity exempt from income taxes, the organization may, however, be subject to tax on unrelated business income. Accounting principles generally accepted in the united states require an entity to assess the probability that a tax position has a "more likely than not" 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. Tax returns are routinely open for review by the tax authorities for three years from their due date. In certain circumstances, the statute of limitations may remain open indefinitely.”

Raw XML AppendixShowing 400 of 623 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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IRS990/ActivityOrMissionDesc0THE 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH SCHWARTZ PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES D WALTON MD
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IRS990/Form990PartVIISectionAGrp/PersonNm3CATHERINE KIMBLE MD
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK GOLDBLATT MD
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES NEMETZ
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES BARRON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm7MARGARET FOX PHD
IRS990/Form990PartVIISectionAGrp/PersonNm8JASON JONES MD
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHNATHAN KOLB MD
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY MCCARTHY MD
IRS990/Form990PartVIISectionAGrp/PersonNm11DANIEL MOLLOD MD
IRS990/Form990PartVIISectionAGrp/PersonNm12PHIL BURLING
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL DVORKIN EDD
IRS990/Form990PartVIISectionAGrp/PersonNm14BERNARD EDELSTEIN MD
IRS990/Form990PartVIISectionAGrp/PersonNm15MARK SCHECHTER MD
IRS990/Form990PartVIISectionAGrp/PersonNm16JAN SERIFF PSYD
IRS990/Form990PartVIISectionAGrp/PersonNm17SUSAN SILBEY PHD
IRS990/Form990PartVIISectionAGrp/PersonNm18HARRY SPENCE
IRS990/Form990PartVIISectionAGrp/PersonNm19LAWRENCE ST CLAIR MD
IRS990/Form990PartVIISectionAGrp/PersonNm20STEVEN STERNBACH MD
IRS990/Form990PartVIISectionAGrp/PersonNm21JAMES S DALSIMER MD
IRS990/Form990PartVIISectionAGrp/PersonNm22BARRY KOROBKIN
IRS990/Form990PartVIISectionAGrp/PersonNm23FREDERICK SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm24CAROLE A NATHAN
IRS990/Form990PartVIISectionAGrp/PersonNm25PHARREL WENER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt24MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25FINANCE OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01936
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-207604
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantAmt031328
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt031328
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt031328
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06115936
IRS990/GrossReceiptsAmt07071780
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt025635
IRS990/InsuranceGrp/ProgramServicesAmt016937
IRS990/InsuranceGrp/TotalAmt042572
IRS990/InterestGrp/ManagementAndGeneralAmt018269
IRS990/InterestGrp/TotalAmt018269
IRS990/InvestmentIncomeGrp/ExclusionAmt0284930
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0284930
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09005671
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08615758
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0305936
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05236655
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05144152
IRS990/LandBldgEquipCostOrOtherBssAmt05450088
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06323540
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0262230
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015798034
IRS990/NetAssetsOrFundBalancesEOYAmt015249526
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-207604
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-207604
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-86299
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt042329
IRS990/OccupancyGrp/TotalAmt0120815
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IRS990/OfficeExpensesGrp/ProgramServicesAmt09612
IRS990/OfficeExpensesGrp/TotalAmt037228
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0HOSPITALITY
IRS990/OtherExpensesGrp/Desc1LIBRARY
IRS990/OtherExpensesGrp/Desc2PSYCHOANALYTIC ELECTRON
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IRS990/OtherExpensesGrp/ProgramServicesAmt120538
IRS990/OtherExpensesGrp/ProgramServicesAmt218525
IRS990/OtherExpensesGrp/ProgramServicesAmt313184
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0258815
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0124010
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014061
IRS990/PrincipalOfficerNm0JOSEPH M SCHWARTZ PHD
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IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt029126
IRS990/PYInvestmentIncomeAmt0314600
IRS990/PYOtherExpensesAmt0739954
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0239189
IRS990/PYRevenuesLessExpensesAmt0-124616
IRS990/PYSalariesCompEmpBnftPaidAmt0410946
IRS990/PYTotalExpensesAmt01180026

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,591,416
Liabilities
$1,341,890
Net assets
$15,249,526
Revenue
$748,240
Expenses
$1,210,449
Net income
-$462,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.13$15.4$1.19$1.51$0.33
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.07$15.2$0.96$1.42$0.46
2022Detailed filing. Detailed filing data is available for this year.$16.0$0.55$15.4$1.41$1.35$0.07
2021Detailed filing. Detailed filing data is available for this year.$17.5$1.10$16.4$2.70$1.29$1.40
2020Detailed filing. Detailed filing data is available for this year.$16.5$1.28$15.3$0.65$1.27$0.62
2019Detailed filing. Detailed filing data is available for this year.$16.5$1.19$15.3$0.85$1.26$0.40
2018Detailed filing. Detailed filing data is available for this year.$16.9$1.17$15.8$1.18$1.22$0.04
2017Detailed filing. Detailed filing data is available for this year.$16.8$1.22$15.6$1.61$1.22$0.39
2016Detailed filing. Detailed filing data is available for this year.$16.6$1.34$15.2$0.75$1.21$0.46
2015Detailed filing. Detailed filing data is available for this year.$17.2$1.36$15.8$1.06$1.18$0.12
2014Detailed filing. Detailed filing data is available for this year.$16.9$1.02$15.9$1.63$1.14$0.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$1.52$0.83$0.45$0.99$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.42$0.29$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.57$0.18$0.84