THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC Charity Report

Public IRS 990 nonprofit record

THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC

EIN 04-2010675 · Psychiatric Hospitals (F31)

What they do

THE BOSTON PSYCHOANALYTIC SOCIETY and INSTITUTE (BPSI) is DEDICATED to THE ADVANCEMENT of PSYCHOANALYTIC THOUGHT and PRACTICE IN OUR COMPLEX and DIVERSE CONTEMPORARY WORLD. WE SEEK to REDUCE EMOTIONAL SUFFERING and ENHANCE THE WELL-BEING of INDIVIDUALS, FAMILIES, and SOCIETY, THROUGH OUR COMMITMENT to EXCELLENCE IN EDUCATION, SCHOLARSHIP, CLINICAL PRACTICE, and THE USE of PSYCHOANALYTIC KNOWLEDGE to BENEFIT THE LARGER SOCIAL WORLD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $71.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.68%of revenue went to mission work71.9% of expenses · Program services

4.70%of revenue went to fundraising4.0% of expenses

$117.83spent for every $100 of revenueSpending was higher than revenue this year.

28.45%of revenue went to management and office costs24.1% of expenses

$10.97in assets for every $1 spent this yearSome assets cannot be spent right away.

41.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $237,230 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $151,206 for CAROLE A NATHAN (MANAGING DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,330,654

Mission workProgram services$1,126,83884.68% of revenue71.9% of expenses

ManagementOffice and general costs$378,56128.45% of revenue24.1% of expenses

FundraisingAsking for donations$62,4854.70% of revenue4.0% of expenses

Total expenses$1,567,884117.83% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 71.9% mission · 24.1% management · 4.0% fundraisingTotal expenses: 117.83% of revenue

2023Expense mix: 73.1% mission · 24.1% management · 2.7% fundraisingTotal expenses: 127.36% of revenue

2022Expense mix: 71.3% mission · 26.7% management · 2.0% fundraisingTotal expenses: 148.08% of revenue

2021Expense mix: 66.9% mission · 31.0% management · 2.1% fundraisingTotal expenses: 95.35% of revenue

2020Expense mix: 52.3% mission · 44.9% management · 2.8% fundraisingTotal expenses: 47.95% of revenue

2019Expense mix: 49.2% mission · 47.4% management · 3.4% fundraisingTotal expenses: 196.39% of revenue

2018Expense mix: 50.8% mission · 46.0% management · 3.3% fundraisingTotal expenses: 147.16% of revenue

2017Expense mix: 51.1% mission · 45.6% management · 3.2% fundraisingTotal expenses: 103.43% of revenue

Money in and money out

Revenue$1,330,654

Expenses$1,567,884

Annual shortfall $237,230 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,126,838 · 71.9% of expenses

Management and office costs$378,561 · 24.1% of expenses

Fundraising$62,485 · 4.0% of expenses

See all reported dollar amounts

Revenue$1,330,654

Expenses$1,567,884

Assets$17,199,404

Income$5,977,463

Contributions$547,221

Mission work (program services)$1,126,838

Fundraising$62,485

Management and general$378,561

Executive compensation (total)$109,401

Stocks and bonds$8,027,682

Accounting fees$30,030

Investing fees$50,922

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

CAROLE A NATHANMANAGING DIRECTOR · 40 hrs/week $151,206Base $136,399 · Other $14,807

CATHERINE KIMBLE MDEXECUTIVE DIRECTOR · 30 hrs/week $130,219

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

CAROLE A NATHANMANAGING DIRECTOR

CATHERINE KIMBLE MDEXECUTIVE DIRECTOR

JAN SERIFF PSYDTRUSTEE

USHA TUMMALA-NARRA PHDTRUSTEE

THEODORE MURRAY MDTRUSTEE

SUSAN WALTON PHDTRUSTEE

SUSAN AUSTRIAN MDTRUSTEE (EFF. 5/1/2025)

ROBERT STERN MDTRUSTEE (EFF. 4/22/2025)

PAOLA CONTRERAS PSYDTRUSTEE (EFF. 02/25/2025)

OWEN YOUNGTRUSTEE (EFF. 9/30/2024)

NELSON LIUTRUSTEE

MARY MCCARTHY MDPRESIDENT-ELECT (THRU 1/31/25)

LAZARO ZAYAS MDTRUSTEE (UNTIL 12/30/2024)

KOMAL GUPTA PSYDTRUSTEE (EFF. 02/25/2025)

KIMBERLYN LEARY PHDTRUSTEE (UNTIL 4/30/2025)

JANET WITTE MD MPHSECRETARY

ALISON NEWMAN LICSWTRUSTEE (EFF. 5/1/2025)

JAMES BARRON PHDIMMEDIATE PAST CHAIR

JACK FOEHL PHDIMMEDIATE PAST PRESIDENT

HOLLY FRIEDMAN HOUSMAN LICSWCHAIR

DONNA FROMBERG PSYDPRESIDENT

CHRISTOPHER LEICH JDTREASURER

CECIL WEBSTER MDTRUSTEE

CATHERINE MITKUS LICSWTRUSTEE (UNTIL 4/30/2025)

CARYN MUSHLIN LICSWTRUSTEE

CARY FRIEDMAN MDPRES.-ELECT (EFF. 5/1/2025)

CAROL BONNER MSW MBA EDDTRUSTEE

AMY FLEISCHER LICSWTRUSTEE

About this charity

Recognized since: January 1954
Location: 141 HERRICK RD, NEWTON CENTER, MA 02459-2218
County: Middlesex
In care of: % CAROLE NATHAN
Primary officer: CATHERINE KIMBLE MD, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailwebteam@bpsi.org Phone(617) 266-0953 Officer phone(617) 471-1120

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: WITHUMSMITHBROWNPC
NTEE classification: Psychiatric Hospitals (F31)
IRS tax category: Psychiatric Hospitals