Civic Intelligence

Behavioral Tech Institute

990 • Fiscal year 2020 • EIN 91-1931649

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

1107 NE 45th St No 114Seattle, WA 98105

(206) 675-8588

Siviq Scores

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

Liabilities / Assets

94th percentile

1.07x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.47x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

34th percentile

-1.2%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

69th percentile

$99,665

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

58th percentile

9.6%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-40%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$869,836

Up $75,985 (+9.6%) from 2019

Net Assets

Down

-$59,247

Down $3,483 (-6.2%) from 2019

Liabilities

Up

$929,083

Up $79,468 (+9.4%) from 2019

Revenue

Down

$1,971,369

Down $1,298,827 (-40%) from 2019

Expenses

Down

$1,994,453

Down $513,959 (-20%) from 2019

Net Income

Down

-$23,084

Down $784,868 (-103%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2011: $606,801Liabilities 2011: $867,833Net Assets 2011: -$261,0322011Assets 2012: $665,340Liabilities 2012: $1,145,553Net Assets 2012: -$480,2132012Assets 2013: $504,197Liabilities 2013: $1,040,828Net Assets 2013: -$536,6312013Assets 2014: $619,751Liabilities 2014: $1,529,287Net Assets 2014: -$909,5362014Assets 2015: $589,714Liabilities 2015: $1,699,907Net Assets 2015: -$1,110,1932015Assets 2016: $531,473Liabilities 2016: $1,994,016Net Assets 2016: -$1,462,5432016Assets 2017: $671,704Liabilities 2017: $1,722,302Net Assets 2017: -$1,050,5982017Assets 2018: $346,874Liabilities 2018: $1,174,945Net Assets 2018: -$828,0712018Assets 2019: $793,851Liabilities 2019: $849,615Net Assets 2019: -$55,7642019Assets 2020: $869,836Liabilities 2020: $929,083Net Assets 2020: -$59,2472020Assets 2021: $1,362,782Liabilities 2021: $821,646Net Assets 2021: $541,1362021Assets 2022: $1,128,217Liabilities 2022: $284,586Net Assets 2022: $843,6312022Assets 2023: $576,099Liabilities 2023: $162,056Net Assets 2023: $414,0432023Assets 2024: $580,326Liabilities 2024: $305,314Net Assets 2024: $275,0122024

Highlighted filing

2020

Assets$869,836
Liabilities$929,083
Net Assets-$59,247

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $3,962,243Expenses 2011: $3,824,362Net Income 2011: $137,8812011Revenue 2012: $3,108,899Expenses 2012: $3,328,080Net Income 2012: -$219,1812012Revenue 2013: $2,934,868Expenses 2013: $2,991,286Net Income 2013: -$56,4182013Revenue 2014: $2,823,342Expenses 2014: $3,198,717Net Income 2014: -$375,3752014Revenue 2015: $3,675,896Expenses 2015: $3,876,185Net Income 2015: -$200,2892015Revenue 2016: $3,474,974Expenses 2016: $3,825,446Net Income 2016: -$350,4722016Revenue 2017: $3,792,977Expenses 2017: $3,378,735Net Income 2017: $414,2422017Revenue 2018: $3,455,093Expenses 2018: $3,233,790Net Income 2018: $221,3032018Revenue 2019: $3,270,196Expenses 2019: $2,508,412Net Income 2019: $761,7842019Revenue 2020: $1,971,369Expenses 2020: $1,994,453Net Income 2020: -$23,0842020Revenue 2021: $2,700,627Expenses 2021: $2,274,395Net Income 2021: $426,2322021Revenue 2022: $2,581,516Expenses 2022: $2,609,449Net Income 2022: -$27,9332022Revenue 2023: $2,332,170Expenses 2023: $2,565,282Net Income 2023: -$233,1122023Revenue 2024: $2,377,488Expenses 2024: $2,521,840Net Income 2024: -$144,3522024

Highlighted filing

2020

Revenue$1,971,369
Expenses$1,994,453
Net Income-$23,084
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$1,971,369
Mission and Program Overview

Mission

NONE

To make effective treatments available to all individuals with severe mental disorders thru research,training & consulting in dialectical beh. Therapy

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$355,316$404,776▲ $49,460
Cash and Non-Interest-Bearing Accounts$191,941$236,770▲ $44,829
Inventories for Sale or Use$105,291$98,374▼ $6,917
Land, Buildings, and Equipment, Net$49,166$43,773▼ $5,393
Intangible Assets$7,360$7,360→ $0
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-56,764$-60,247▼ $3,483
Total Assets$793,851$869,836▲ $75,985
Other Assets Total$84,777$78,783▼ $5,994
Liabilities
Other Liabilities$742,970$852,501▲ $109,531
Accounts Payable and Accrued Expenses$106,645$76,582▼ $30,063
Total Liabilities$849,615$929,083▲ $79,468
Net Assets / Fund Balance
Total Net Assets Fund Balance$-55,764$-59,247▼ $3,483
Total Liabilities and Net Assets / Fund Balance$793,851$869,836▲ $75,985

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$43,773$556,811$600,584
Other Assets Org$278--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Holli HarrisCEOFT$99,665$99,665
Andre IvanoffBoard ChairPT$75,548$75,548

Board Members and Trustees

NameTitle
Alan FruzettiDirector
Elizabeth BurnsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,970,233
Investment Income
$0
Other Revenue
$1,136
Change in Net Assets
$-23,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,015,108
Other Expenses$979,345
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$913,125--$913,125
Fees for Services Other$90,106--$90,106
Occupancy$89,723--$89,723
Payroll Taxes$84,809--$84,809
Fees for Services Accounting$73,718--$73,718
Fees for Services Legal$69,843--$69,843
All Other Expenses$32,675--$32,675
Information Technology$27,769--$27,769
Advertising$26,864--$26,864
Insurance$22,302--$22,302
Other Employee Benefits$17,174--$17,174
Other Expenses$12,243--$12,243
Office Expenses$11,515--$11,515
Depreciation Depletion$5,784--$5,784
Travel$576--$576
Total Functional Expenses$1,994,453$0$0$1,994,453
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
Note Payable - Dr. Linehan$288,817
Ppp Loan$223,000
Other Accrued Expenses$187,145
Btech Research Loan$72,307
Uw-research Loan$48,000
Accrued Wages$23,116
Accrued 401k$5,875
Credit Card Payables$4,241
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the 990 is reviewed by a board member.

Form 990, Part VI, Section B, Line 15

The board determines the compensation based on a review of the qualifications and comparable compensation in other organizations.

Form 990, Part VI, Section C, Line 19

The policies and financial information are made available upon request.

Filing and Contact Details

Filer

Filer Name
Marie Institute
EIN
91-1931649
Phone
2066758588
Address
1107 NE 45TH ST NO 114, SEATTLE, WA 98105
Doing Business As
The Linehan Institute

Signing Officer

Name
Holli Harris
Title
CEO
Phone
2066758588
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holli Harris
Formed
1998
Legal Domicile
Wa
Voting Board Members
3
Independent Board Members
3
Employees
16
Volunteers
0

Preparer

Firm
Loren D Hostek CPA
Address
526 YALE AVENUE NORTH STE A, SEATTLE, WA 98109
Preparer
Loren D Hostek CPA
Phone
2066239395
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Prior year retained earnings adj. 19601.

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03436835
IRS990ScheduleA/Total509Grp/TotalAmt013673284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03168196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03455093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03792977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03474974
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013891240
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt014241
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt142068
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt222196
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3278
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PRODUCT START UP COSTS(NET OF 754 AMORTIZATION)
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PREPAID OPERATING EXPENSES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER LIABILITY / DUE FROM
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt043773
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0556811
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0600584
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04241
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt123116
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2187145
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt35875
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt448000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5288817
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt672307
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt7223000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED WAGES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED 401K
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4UW-RESEARCH LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5NOTE PAYABLE - DR. LINEHAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6BTECH RESEARCH LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7PPP LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt043773
IRS990ScheduleD/TotalBookValueOtherAssetsAmt078783
IRS990ScheduleD/TotalLiabilityAmt0852501
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS REVIEWED BY A BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD DETERMINES THE COMPENSATION BASED ON A REVIEW OF THE QUALIFICATIONS AND COMPARABLE COMPENSATION IN OTHER ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICIES AND FINANCIAL INFORMATION ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR RETAINED EARNINGS ADJ. 19601.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0BEHAVIORAL TECH LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0753105374
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0SAME AS MARIE INSTITUTE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01107 NE 45TH ST SUITE 230
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0SEATTLE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd098105
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0793851
IRS990/TotalAssetsEOYAmt0869836
IRS990/TotalAssetsGrp/BOYAmt0793851
IRS990/TotalAssetsGrp/EOYAmt0869836
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01994453
IRS990/TotalFunctionalExpensesGrp/TotalAmt01994453
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0849615
IRS990/TotalLiabilitiesEOYAmt0929083
IRS990/TotalLiabilitiesGrp/BOYAmt0849615
IRS990/TotalLiabilitiesGrp/EOYAmt0929083
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-55764
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-59247
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01994453
IRS990/TotalProgramServiceRevenueAmt01970233
IRS990/TotalReportableCompFromOrgAmt0175213
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01971369
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01971369
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0793851
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0869836
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0576
IRS990/TravelGrp/TotalAmt0576
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01107 NE 45TH ST NO 114
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098105
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0MARIEINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLI HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02066758588
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0911931649
ReturnHeader/Filer/PhoneNum02066758588
ReturnHeader/Filer/USAddress/AddressLine1Txt01107 NE 45TH ST NO 114
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOREN D HOSTEK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0526 YALE AVENUE NORTH STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.31$0.28$2.38$2.52$0.14
2023Summary only. Only limited summary data is available for this year.$0.58$0.16$0.41$2.33$2.57$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.28$0.84$2.58$2.61$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.82$0.54$2.70$2.27$0.43
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.93$0.06$1.97$1.99$0.02
2019Summary only. Only limited summary data is available for this year.$0.79$0.85$0.06$3.27$2.51$0.76
2018Summary only. Only limited summary data is available for this year.$0.35$1.17$0.83$3.46$3.23$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$1.72$1.05$3.79$3.38$0.41
2016Summary only. Only limited summary data is available for this year.$0.53$1.99$1.46$3.47$3.83$0.35
2015Summary only. Only limited summary data is available for this year.$0.59$1.70$1.11$3.68$3.88$0.20
2014Summary only. Only limited summary data is available for this year.$0.62$1.53$0.91$2.82$3.20$0.38
2013Summary only. Only limited summary data is available for this year.$0.50$1.04$0.54$2.93$2.99$0.06
2012Summary only. Only limited summary data is available for this year.$0.67$1.15$0.48$3.11$3.33$0.22
2011Summary only. Only limited summary data is available for this year.$0.61$0.87$0.26$3.96$3.82$0.14