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← FOUNDATION OF COGNITIVE THERAPY AND RESEARCH

Form 990 for tax year 2023

Filed by FOUNDATION OF COGNITIVE THERAPY AND RESEARCH.

Totals

Total revenue
$6,304,607
Total expenses
$8,272,432
Contributions and grants received
$217,042
Grants paid
$32,508
Program service revenue
$5,891,386
Investment income
$162,577
Other revenue
$33,602
Total assets, end of year
$9,490,980
Total liabilities, end of year
$968,373
Net assets or fund balances, end of year
$8,522,607
Program services expenses (Part IX)
$7,130,450
Management and general expenses
$1,118,235
Fundraising expenses
$23,747
Program service expenses (Part III)
$7,130,450

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $13,715

  • 1f · All other contributions, gifts and grants

    $203,327

  • 2a · Program service revenue: Online Training

    total $3,122,593 · related or exempt $3,122,593

  • 2b · Program service revenue: CTR

    total $946,852 · related or exempt $946,852

  • 2c · Program service revenue: Training for Organizations

    total $697,900 · related or exempt $697,900

  • 2d · Program service revenue: Psychotherapy Income

    total $500,549 · related or exempt $500,549

  • 2e · Program service revenue: Workshops

    total $312,938 · related or exempt $312,938

  • 2f · All other program service revenue

    total $310,554 · related or exempt $310,554

  • 3 · Investment income

    total $230,899 · excluded $230,899

  • 7a · Gross sales of assets other than inventory

    securities $4,262,806

  • 7b · Less cost or other basis and sales expenses

    securities $4,331,128

  • 7c · Gain or loss

    securities -$68,322

  • 7d · Net gain or loss

    total -$68,322 · excluded -$68,322

  • 11a · Other revenue: Miscellaneous

    total $33,602 · excluded $33,602

  • 11e · Other revenue, total

    $33,602

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $18,468 · program services $18,468

  • 3 · Grants to foreign organizations and individuals

    total $14,040 · program services $14,040

  • 5 · Compensation of officers, directors and key employees

    total $807,864 · program services $501,999 · management and general $292,973 · fundraising $12,892

  • 7 · Other salaries and wages

    total $2,970,478 · program services $2,586,447 · management and general $382,933 · fundraising $1,098

  • 8 · Pension plan contributions

    total $29,249 · program services $26,865 · management and general $2,384

  • 9 · Other employee benefits

    total $283,153 · program services $247,747 · management and general $35,364 · fundraising $42

  • 10 · Payroll taxes

    total $282,739 · program services $232,506 · management and general $49,291 · fundraising $942

  • 11b · Fees: legal

    total $95,378 · program services $78,732 · management and general $16,646

  • 11c · Fees: accounting

    total $50,891 · program services $41,223 · management and general $9,161 · fundraising $507

  • 11g · Fees: other

    total $409,158 · program services $346,415 · management and general $61,489 · fundraising $1,254

  • 12 · Advertising and promotion

    total $284,665 · program services $282,823 · fundraising $1,842

  • 13 · Office expenses

    total $382,041 · program services $339,655 · management and general $41,685 · fundraising $701

  • 14 · Information technology

    total $383,975 · program services $315,473 · management and general $67,209 · fundraising $1,293

  • 16 · Occupancy

    total $59,369 · program services $48,747 · management and general $10,418 · fundraising $204

  • 17 · Travel

    total $56,804 · program services $50,188 · management and general $6,496 · fundraising $120

  • 22 · Depreciation, depletion and amortization

    total $710,520 · program services $583,388 · management and general $124,695 · fundraising $2,437

  • 23 · Insurance

    total $56,390 · program services $46,295 · management and general $9,901 · fundraising $194

  • 24a · Other expenses: Trainee Discount

    total $932,803 · program services $932,803

  • 24b · Other expenses: Adjunct Faculty

    total $319,301 · program services $319,301

  • 24c · Other expenses: Workshop Expenses

    total $84,045 · program services $83,738 · management and general $302 · fundraising $5

  • 24d · Other expenses: Dues & subscriptions

    total $13,313 · program services $10,909 · management and general $2,356 · fundraising $48

  • 24e · All other expenses

    total $27,788 · program services $22,688 · management and general $4,932 · fundraising $168

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $212,325 · end of year $26,737

  • 2 · Savings and temporary cash investments

    beginning of year $373,658 · end of year $368,914

  • 3 · Pledges and grants receivable

    beginning of year $15,360 · end of year $4,871

  • 4 · Accounts receivable

    beginning of year $344,745 · end of year $193,702

  • 9 · Prepaid expenses and deferred charges

    beginning of year $198,507 · end of year $201,249

  • 10a · Land, buildings and equipment: cost or other basis

    $834,116

  • 10b · Land, buildings and equipment: accumulated depreciation

    $612,442

  • 10c · Land, buildings and equipment, net

    beginning of year $316,918 · end of year $221,674

  • 11 · Investments: publicly traded securities

    beginning of year $8,109,363 · end of year $7,958,945

  • 12 · Investments: other securities

    beginning of year $139,624 · end of year $86,952

  • 14 · Intangible assets

    beginning of year $923,978 · end of year $427,936

  • 17 · Accounts payable and accrued expenses

    beginning of year $408,472 · end of year $325,895

  • 19 · Deferred revenue

    beginning of year $484,760 · end of year $554,341

  • 25 · Other liabilities

    beginning of year $140,157 · end of year $88,137

  • 27 · Net assets without donor restrictions

    beginning of year $9,555,773 · end of year $8,471,689

  • 28 · Net assets with donor restrictions

    beginning of year $45,316 · end of year $50,918

Mission and programs · 2023

Mission

Beck Institute is a 501(c)3 nonprofit with the mission of improving lives worldwide through excellence and innovation in Cognitive Behavior Therapy and Recovery-Oriented Cognitive Therapy, training, practice, and research.

Activities or mission (Part I)

Beck Institute is a 501(c)3 nonprofit with the mission of improving lives worldwide through excellence and innovation in Cognitive Behavior Therapy and Recovery-Oriented Cognitive Therapy.

  • On-Demand courses: Beck Institute on-line training courses are designed to expand the reach of our excellent training in CBT and CT-R by making them accessible to a broader audience. Through this program, health and mental health professionals from all over the world learn evidence-based CBT from experts in the field, whereby extending access to quality mental health care for the individuals that they treat. In 2023, courses included Essentials of CBT, CBT in Practice, Personality Disorders, Depression, CBT for Anxiety, a Mindfulness course, Suicide Prevention and Recovery-Oriented Cognitive Therapy for Serious Mental Health Conditions (CT-R). We also provide several shorter format webinars. In 2023, there were over 6,000 courses taken with trainees represented throughout the United States and the world.

    Expenses $2,003,269 · Grants $26,508 · Revenue $3,122,593

  • Training for Organizations: Beck Institute provides lecturers and keynote speakers around the U.S. and the world to present workshops both virtually and on-site at mental health and related organizations. Speakers offer a wide range of Cognitive Behavior Therapy (CBT) and Recovery-Oriented Cognitive Therapy (CT-R) topics, focusing on the practical application of CBT and CT-R including tailor-made programs (that may include but are not limited to didactic presentations, multimedia, demonstrations, and role-plays) based on the needs of the specific organization requesting training. In 2023, Beck Institute provided approximately 120 days of training across the United States, as well as the countries of China, Japan, India and Turkey. The mission of The Beck Institute Center for Recovery-Oriented Cognitive Therapy (CT-R) is to improve the lives of individuals with serious mental health condition diagnosis, along with their providers and families. All (CT-R) implementations involve focus groups, workshops, and ongoing consultation typically for a 6 to 9 month period.

    Expenses $2,813,975 · Grants $6,000 · Revenue $1,644,752

  • Workshops: Virtual web-based workshops provide trainees with live intensive, didactic and experiential learning in Cognitive Behavior Therapy and Recovery-Oriented Cognitive Therapy (CT-R) through the use of lecture, discussion, and role-play. Approximately 800 trainees attended our workshops in 2023.

    Expenses $1,197,320 · Revenue $312,938

  • Clinical Program: Beck Institute provides individuals, couples, and families Cognitive Behavior Therapy services on an outpatient basis to adults and adolescents, for a wide range of psychiatric disorders. In 2023, Beck Institute conducted approximately 2,500 patient sessions.Weight Management Program - In 2023, Beck Institute provided approximately 700 client sessions. Beck Institute also held several virtual webinars and group coaching sessions in 2023. Supervision and Consultation - In 2023, approximately 450 sessions were conducted through our Supervision program, which provides one-on-one guidance and support from expert Beck Institute faculty.

    Expenses $1,115,886 · Revenue $811,103

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Judge Phyllis W Beck

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard J Busis Esq

    Chair

    Total calculated
    $0
    Hours/week
    5

  • Sarah Busis Md

    Director

    Total calculated
    $0
    Hours/week
    1

  • Judge Alice W Dubow

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tine Hansen-Turton Mga Jd

    Director

    Total calculated
    $0
    Hours/week
    1

  • Daniel T Beck Licsw

    Director

    Total calculated
    $0
    Hours/week
    1

  • Doug Jordan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Matthew Cohen

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Estelle Richman

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Winigrad

    Director

    Total calculated
    $0
    Hours/week
    1

  • Melissa Greenberg

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Pingree

    Director

    Total calculated
    $0
    Hours/week
    1

  • Alan Weschler

    Director

    Total calculated
    $0
    Hours/week
    1

  • Judith S Beck PhD

    President

    Total calculated
    $267,372
    From this org
    $244,933
    From related orgs
    $0
    Other
    $22,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,933
    Bonus
    $0
    Other
    $0
    Deferred
    $3,670
    Nontaxable benefits
    $18,769
    Filer's total
    $267,372

  • Lisa Muchnick Pote Msw

    Executive Director (To 06/2023)

    Total calculated
    $214,870
    From this org
    $192,091
    From related orgs
    $0
    Other
    $22,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $97,351
    Bonus
    $0
    Other
    $94,740
    Deferred
    $6,348
    Nontaxable benefits
    $16,431
    Filer's total
    $214,870

  • Kenneth Kaminski

    Director of Finance

    Total calculated
    $165,466
    From this org
    $157,093
    From related orgs
    $0
    Other
    $8,373
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,093
    Bonus
    $0
    Other
    $0
    Deferred
    $2,346
    Nontaxable benefits
    $6,027
    Filer's total
    $165,466

  • Julie Snow-Reagan

    Director of Operations

    Total calculated
    $160,156
    From this org
    $142,612
    From related orgs
    $0
    Other
    $17,544
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,612
    Bonus
    $0
    Other
    $0
    Deferred
    $2,130
    Nontaxable benefits
    $15,414
    Filer's total
    $160,156

  • Allen R Miller

    CBT Programs Director

    Total calculated
    $176,533
    From this org
    $155,126
    From related orgs
    $0
    Other
    $21,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,126
    Bonus
    $0
    Other
    $0
    Deferred
    $2,319
    Nontaxable benefits
    $19,088
    Filer's total
    $176,533

  • Norman D Cotterell

    Psychologist

    Total calculated
    $182,272
    From this org
    $139,732
    From related orgs
    $0
    Other
    $42,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,732
    Bonus
    $0
    Other
    $0
    Deferred
    $2,089
    Nontaxable benefits
    $40,451
    Filer's total
    $182,272

  • Francine R Broder

    Psychologist

    Total calculated
    $162,374
    From this org
    $125,225
    From related orgs
    $0
    Other
    $37,149
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,225
    Bonus
    $0
    Other
    $0
    Deferred
    $1,872
    Nontaxable benefits
    $35,277
    Filer's total
    $162,374

  • Sofia Chernoff

    Assistant Director of CBT

    Total calculated
    $144,011
    From this org
    $122,787
    From related orgs
    $0
    Other
    $21,224
    Hours/week
    40

  • Paul Grant

    CT-R Programs Director

    Total calculated
    $132,125
    From this org
    $115,378
    From related orgs
    $0
    Other
    $16,747
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 4a
Lisa Pote (Executive Director) received severance payment of $94,740 and medical insurance premiums payment of $7,862 upon her departure.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
9 August 2024
IRS schema version
2023v5.1
Source object
202412259349300436

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