Totals
- Total revenue
- $2,176,010
- Total expenses
- $549,275
- Contributions and grants received
- $569,687
- Grants paid
- $750
- Program service revenue
- $386,261
- Investment income
- $1,224,925
- Other revenue
- -$4,863
- Total assets, end of year
- $3,223,848
- Total liabilities, end of year
- $563,767
- Net assets or fund balances, end of year
- $2,660,081
- Program services expenses (Part IX)
- $131,463
- Management and general expenses
- $410,797
- Fundraising expenses
- $7,015
- Program service expenses (Part III)
- $131,463
Program services were 23.9% 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.
-
1f · All other contributions, gifts and grants
$569,687
-
1g · Noncash contributions included above
$477,750
-
2a · Program service revenue: TRAINING TUITION
total $242,989 · related or exempt $242,989
-
2b · Program service revenue: CONFERENCE FEES
total $85,386 · related or exempt $85,386
-
2c · Program service revenue: AUDIO & VIDEO SALES
total $38,193 · related or exempt $38,193
-
2d · Program service revenue: THERAPY & BIOFEEDBACK FEES
total $11,515 · related or exempt $11,515
-
2e · Program service revenue: CEU FEES
total $5,035 · related or exempt $5,035
-
2f · All other program service revenue
total $3,143 · related or exempt $3,143
-
3 · Investment income
total $80,373 · excluded $80,373
-
6a · Gross rents
real property $7,815
-
6b · Less rental expenses
real property $12,678
-
6c · Rental income or loss
real property -$4,863
-
6d · Net rental income or loss
total -$4,863 · excluded -$4,863
-
7a · Gross sales of assets other than inventory
securities $136,911 · other assets $1,783,914
-
7b · Less cost or other basis and sales expenses
securities $140,271 · other assets $636,002
-
7c · Gain or loss
securities -$3,360 · other assets $1,147,912
-
7d · Net gain or loss
total $1,144,552 · excluded $1,144,552
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $750 · program services $750
-
5 · Compensation of officers, directors and key employees
total $70,152 · program services $28,061 · management and general $35,076 · fundraising $7,015
-
7 · Other salaries and wages
total $231,470 · program services $51,775 · management and general $179,695
-
10 · Payroll taxes
total $17,184 · management and general $17,184
-
11a · Fees: management
total $4,280 · program services $2,200 · management and general $2,080
-
11c · Fees: accounting
total $87,791 · management and general $87,791
-
11f · Fees: investment management
total $8,092 · management and general $8,092
-
11g · Fees: other
total $37,304 · program services $10,704 · management and general $26,600
-
12 · Advertising and promotion
total $659 · management and general $659
-
13 · Office expenses
total $41,260 · program services $33,664 · management and general $7,596
-
14 · Information technology
total $12,074 · management and general $12,074
-
16 · Occupancy
total $25,984 · program services $95 · management and general $25,889
-
17 · Travel
total $4,214 · program services $4,214
-
22 · Depreciation, depletion and amortization
total $5,699 · management and general $5,699
-
23 · Insurance
total $2,362 · management and general $2,362
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $171,824 · end of year $155,272
-
2 · Savings and temporary cash investments
beginning of year $15,953 · end of year $6,415
-
4 · Accounts receivable
end of year $125
-
9 · Prepaid expenses and deferred charges
beginning of year $2,008 · end of year $4,353
-
10a · Land, buildings and equipment: cost or other basis
$486,535
-
10b · Land, buildings and equipment: accumulated depreciation
$3,350
-
10c · Land, buildings and equipment, net
beginning of year $57,056 · end of year $483,185
-
11 · Investments: publicly traded securities
beginning of year $810,163 · end of year $2,573,733
-
15 · Other assets
beginning of year $1,570 · end of year $765
-
19 · Deferred revenue
beginning of year $213,495 · end of year $563,521
-
25 · Other liabilities
beginning of year $1,778 · end of year $246
-
27 · Net assets without donor restrictions
beginning of year $734,967 · end of year $2,556,027
-
28 · Net assets with donor restrictions
beginning of year $108,334 · end of year $104,054
Mission and programs · 2023
Mission
EDUCATION, DEVELOPMENT AND RESEARCH IN BOWEN FAMILY SYSTEMS THEORY AND ITS MANY APPLICATIONS.
-
CONTRIBUTE TO THE DEVELOPMENT OF LEADERSHIP OF BOWEN THEORISTS LOCALLY, NATIONALLY, AND THROUGHOUT THE WORLD THROUGH TRAINING AND COLLABORATION.
Expenses $73,524 · Grants $750 · Revenue $247,121
-
CONTRIBUTE TO THE DEVELOPMENT OF BOWEN THEORY AS A SCIENCE OF HUMAN BEHAVIOR THROUGH PROMOTING RESEARCH AND WRITING, FOSTERING THOUGHTFUL INTERCHANGE AMONG BOWEN THEORISTS, AND MAINTAINING VIABLE CONTACT WITH THE NATURAL SCIENCES.
Expenses $50,781 · Revenue $127,450
-
DISSEMINATE BOWEN THEORY AND ITS APPLICATIONS AS A RESOURCE TO ADDRESS MAJOR LIFE CHALLENGES FOR INDIVIDUALS, FAMILIES, ORGANIZATIONS, AND COMMUNITIES.
Expenses $7,158 · Revenue $11,690
As filed on the 2023 return.
Listed in Part VII
-
Randall FrostRANDALL FROST
PRESIDENT
- Total calculated
- $70,127
- From this org
- $70,127
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Anne S McKnightANNE S MCKNIGHT
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Amie PostAMIE POST
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Laura R BrooksLAURA R BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Douglas C MurphyDOUGLAS C MURPHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert J NooneROBERT J NOONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Carrie E CollierCARRIE E COLLIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500509349301245
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