Civic Intelligence

Berkeley Therapy Institute

990 • Fiscal year 2023 • EIN 94-2191240

Jul 01, 2022 to Jun 30, 2023 • Filed on May 07, 2024

1749 Martin Luther King Jr WayBerkeley, CA 94709

(510) 841-8484

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,062,494

Up $235,866 (+29%) from 2022

Net Assets

Up

$746,106

Up $152,620 (+26%) from 2022

Liabilities

Up

$316,388

Up $83,246 (+36%) from 2022

Revenue And Expenses

Revenue

Down

$5,560,940

Down $230,640 (-4.0%) from 2022

Expenses

Down

$5,373,153

Down $262,131 (-4.7%) from 2022

Net Income

Up

$187,787

Up $31,491 (+20%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $256,089Liabilities 2010: -$26,457Net Assets 2010: $282,5462010Assets 2011: $259,761Liabilities 2011: $26,347Net Assets 2011: $233,4142011Assets 2012: $267,932Liabilities 2012: $9,679Net Assets 2012: $258,2532012Assets 2013: $243,263Liabilities 2013: $11,248Net Assets 2013: $232,0152013Assets 2016: $942,147Liabilities 2016: $213,582Net Assets 2016: $728,5652016Assets 2017: $1,159,373Liabilities 2017: $235,071Net Assets 2017: $924,3022017Assets 2018: $623,508Liabilities 2018: $202,189Net Assets 2018: $421,3192018Assets 2019: $949,248Liabilities 2019: $193,686Net Assets 2019: $755,5622019Assets 2020: $1,173,066Liabilities 2020: $978,284Net Assets 2020: $194,7822020Assets 2021: $1,276,810Liabilities 2021: $289,807Net Assets 2021: $987,0032021Assets 2022: $826,628Liabilities 2022: $233,142Net Assets 2022: $593,4862022Assets 2023: $1,062,494Liabilities 2023: $316,388Net Assets 2023: $746,1062023Assets 2023: $1,868,893Liabilities 2023: $1,112,830Net Assets 2023: $756,0632023Assets 2024: $2,632,649Liabilities 2024: $1,797,900Net Assets 2024: $834,7492024

Highlighted filing

2023

Assets$1,062,494
Liabilities$316,388
Net Assets$746,106

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,733,4012010Expenses 2011: $3,010,3202011Expenses 2012: $3,054,2952012Expenses 2013: $3,160,1952013Revenue 2016: $4,238,965Expenses 2016: $3,916,100Net Income 2016: $322,8652016Revenue 2017: $4,869,138Expenses 2017: $4,673,401Net Income 2017: $195,7372017Revenue 2018: $3,938,515Expenses 2018: $4,441,498Net Income 2018: -$502,9832018Revenue 2019: $4,504,411Expenses 2019: $4,687,025Net Income 2019: -$182,6142019Revenue 2020: $4,998,699Expenses 2020: $5,027,796Net Income 2020: -$29,0972020Revenue 2021: $6,518,326Expenses 2021: $6,067,801Net Income 2021: $450,5252021Revenue 2022: $5,791,580Expenses 2022: $5,635,284Net Income 2022: $156,2962022Revenue 2023: $5,560,940Expenses 2023: $5,373,153Net Income 2023: $187,7872023Revenue 2023: $5,560,809Expenses 2023: $5,363,065Net Income 2023: $197,7442023Revenue 2024: $5,973,472Expenses 2024: $5,894,786Net Income 2024: $78,6862024

Highlighted filing

2023

Revenue$5,560,940
Expenses$5,373,153
Net Income$187,787
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2022v5.0
Gross Receipts
$5,560,940
Mission and Program Overview

Mission

The Organization provides three core programs:- Prescriber Mental Health Services Program is designed to provide comprehensive mental healthcare, which includes the assessment, prescription, and management of medication as needed. The Organizations licensed prescribers, including psychiatrists and nurse practitioners, work closely with patients to ensure effective medication therapy as part of a broader treatment plan.- Non-Prescriber Mental Health Services Program offers a range of therapeutic and psychological (non-psychiatric) services. This program focuses on providing counseling, psychotherapy, and support services facilitated by licensed psychologists or licensed marriage and family therapists. These services include individual and group psychotherapy, couples and family therapy, and sex therapy. Neuropsychological and forensic assessments are also performed by licensed psychologists.- Intern Program offers a comprehensive training experience that encompasses supervision, didacti

The Organization strives to provide excellent service to its patients and to the community. The Organization comes together as a group with the conviction that, through the provided services, individuals can heal, grow and flourish. The Organization is committed to treating all individuals equally, respectfully and with dignity, without regard to race, ethnicity, sexual orientation, class, nation of origin, gender, age, and hierarchical position. The Organizations community values flexibility, equanimity, and a willingness to place the good of the group above individual interests. Members of the Organization act with generosity, compassion, and kindness. These values apply within the Organization, with the patients, and with the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$490,817$517,639▲ $26,822
Accounts Receivable$184,158$284,831▲ $100,673
Savings and Temporary Cash Investments-$177,699-
Other Notes and Loans Receivable, Net-$26,400-
Land, Buildings, and Equipment, Net$3,125$24,322▲ $21,197
Prepaid Expenses and Deferred Charges$148,528$23,553▼ $124,975
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$826,628$1,062,494▲ $235,866
Other Assets Total-$8,050-
Liabilities
Accounts Payable and Accrued Expenses$233,142$316,388▲ $83,246
Total Liabilities$233,142$316,388▲ $83,246
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$593,486$746,106▲ $152,620
Total Net Assets Fund Balance$593,486$746,106▲ $152,620
Total Liabilities and Net Assets / Fund Balance$826,628$1,062,494▲ $235,866

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$24,322$65,414$89,736
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Abel M BumgarnerClinical StaffFT$369,018$369,018
Joseph ChernickExecutive DirectorFT$222,844$222,844
Hilary B GoldstineSenior StaffFT$185,834$185,834
Richard LevineMedical DirectorFT$174,209$174,209
Chehrzad ShadmanDirector of TrainingFT$146,564$146,564
Thomas R JonesStaff PsychiatristFT$140,637$140,637
Robert K DolgoffBoard memberFT$137,309$137,309
Eric J PiersonDirector of FinanceFT$124,519$124,519
Rima K Dolgoff-kasparClinical StaffFT$122,176$122,176
James NorwoodClinical StaffPT$120,016$120,016
Daniel B GoldstineBoard memberFT$102,903$102,903

Board Members and Trustees

NameTitle
Alan SteinbachPresident
Edith BarchiBoard member
Joan SullivanBoard member
Charles PollackTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Shining Star ConsultingAccounting2320 OAK STREET, Berkeley, CA 94708$141,691
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$5,540,282
Investment Income
$3,274
Other Revenue
$16,384
All Other Contributions
$1,000
Change in Net Assets
$187,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,566,139
Other Expenses$807,014
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,469,198$335,520-$2,804,718
Current Officers, Directors, Trustees, and Key Employees$1,188,635$82,096-$1,270,731
Occupancy-$329,179-$329,179
Payroll Taxes$255,738$35,924-$291,662
Other Employee Benefits$127,180$71,848-$199,028
Fees for Services Accounting-$142,662-$142,662
Fees for Services Other$38,667$100,489-$139,156
Office Expenses$5,786$90,520-$96,306
Insurance$4,209$53,473-$57,682
Depreciation Depletion-$17,947-$17,947
Other Expenses$8,767$3,602-$12,369
Fees for Services Legal-$10,000-$10,000
Travel$90$1,264-$1,354
Advertising$359--$359
Total Functional Expenses$4,098,629$1,274,524$0$5,373,153
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Daniel GoldstineBoard memberrentalNo$181,560
Joanna CooperFamily memberrentalNo$70,694

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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

The director of Finance provides an update to the Board of Directors.

Form 990, Part VI, Section B, Line 12C

The written conflict of interest policy covers the Board of Directors and reporting is done when a conflict arises. The executive director and the operations committee evaluate any conflicts and steps are taken to resolve the conflict of interest.

Form 990, Part VI, Section B, Line 15A

After a broad survey of comparable positions in nonprofit and healthcare organizations in the region, compensation was determined based on overall expectations of a given role, relative to comparable roles in other organizations. It was then reviewed and approved by external accountants and employment attorneys for compliance with Wage and Labor Law, the Federal Internal Revenue Code, and GAAP standards.

Form 990, Part VI, Section C, Line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
Berkeley Therapy Institute
EIN
94-2191240
Phone
5108418484
Address
1749 Martin Luther King Jr Way, Berkeley, CA 94709

Signing Officer

Name
Eric Pierson
Title
Director of Finance
Signed
2024-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Chernick
Formed
1972
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
4
Employees
47
Volunteers
4

Preparer

Firm
Iryna AC
Address
1000 Broadway Ste 200-C, Oakland, CA 94607
Preparer
Iryna Oreshkova CPA
Phone
5104679506
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Senior Staff
IRS990/Form990PartVIISectionAGrp/TitleTxt3Medical Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Dir. of Training
IRS990/Form990PartVIISectionAGrp/TitleTxt5Staff Psychiatrist
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Dir. of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt8Clinical Staff
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board member
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IRS990/MissionDesc0The Organization provides three core programs:- Prescriber Mental Health Services Program is designed to provide comprehensive mental healthcare, which includes the assessment, prescription, and management of medication as needed. The Organizations licensed prescribers, including psychiatrists and nurse practitioners, work closely with patients to ensure effective medication therapy as part of a broader treatment plan.- Non-Prescriber Mental Health Services Program offers a range of therapeutic and psychological (non-psychiatric) services. This program focuses on providing counseling, psychotherapy, and support services facilitated by licensed psychologists or licensed marriage and family therapists. These services include individual and group psychotherapy, couples and family therapy, and sex therapy. Neuropsychological and forensic assessments are also performed by licensed psychologists.- Intern Program offers a comprehensive training experience that encompasses supervision, didacti
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IRS990/PrincipalOfficerNm0JOSEPH CHERNICK
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IRS990/ProgSrvcAccomActy2Grp/Desc0BTI serves as a training site for clinical psychology interns. The current program is a two-year program providing training, supervision, and director for interns selected from PhD programs throughout the Bay Area, leading to state licenses in clinical psychology. This program allows BTI to offer low cost services, including low cost psychiatric services to community members who are currently receiving psychological treatment from interns.
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$1.80$0.83$5.97$5.89$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.87$1.11$0.76$5.56$5.36$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.32$0.75$5.56$5.37$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.23$0.59$5.79$5.64$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.29$0.99$6.52$6.07$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.98$0.19$5.00$5.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.19$0.76$4.50$4.69$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.20$0.42$3.94$4.44$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.24$0.92$4.87$4.67$0.20
2016Summary only. Only limited summary data is available for this year.$0.94$0.21$0.73$4.24$3.92$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.01$0.23$3.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.01$0.26$3.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.03$0.23$3.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.03$0.28$2.73