2024-03-21T14:24:01-05:00 2023-05-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-06-01 841669692 M GORMAN PSYCHOLOGICAL ASSOCIATES INC MGOR 6173276777 ONE WELLS AVENUE 400 NEWTON MA 02459 DANIEL BRENT TREASURER 6173276777 2024-03-19 1 DANIEL BRENT 999009999 1 BRENDA L BOOTH P01342395 6177610600 2024-03-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STACEY LAMBERT ONE WELLS AVENUE 400 NEWTON MA 02459 1925070 0 X N/A X 2004 MA TO PROVIDE COMPREHENSIVE PSYCHOLOGICAL ASSESSMENT TO ADDRESS PROBLEMS OF LEARNING AND ADJUSTMENT FOR CHILDREN, ADOLESCENTS, AND ADULTS. 2 0 0 0 0 0 0 0 1654108 1925070 0 0 0 0 1654108 1925070 0 0 0 0 0 0 0 0 0 1542203 2124161 1542203 2124161 111905 -199091 352155 153064 0 0 352155 153064 TO PROVIDE COMPREHENSIVE PSYCHOLOGICAL ASSESSMENT TO ADDRESS PROBLEMS OF LEARNING AND ADJUSTMENT FOR CHILDREN, ADOLESCENTS, AND ADULTS. 0 0 2117053 1925070 THE ORGANIZATION PROVIDES PSYCHOLOGICAL SERVICES IN A CLINICAL SETTING TO PERSONS WHO, BY REFERRALS OR OTHERWISE, SEEK AND REQUIRE THE SAME. THE ORGANIZATION ALSO PROVIDES A SETTING FOR INTERNSHIPS THAT TRAIN AND EDUCATE STUDENTS. 2117053 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X DANIEL BRENT TREASURER 6175649336 ONE WELLS AVENUE NEWTON MA 02459 NICHOLAS COVINO CLERK & DIRECTOR 5.00 50.00 X 0 675319 65137 STACEY LAMBERT PRESIDENT & DIRECTOR 5.00 50.00 X 0 280354 18865 DANIEL BRENT TREASURER 5.00 50.00 X 0 281994 7305 0 1237667 91307 0 0 1 0 WILLIAM JAMES COLLEGE INC ONE WELLS AVENUE NEWTON MA 02459 ACADEMIC MANAGEMENT SERVICES 2117053 1 FEES FOR SERVICES 611710 1925070 1925070 1925070 1925070 1925070 0 0 X 2117053 2117053 7108 7108 2124161 2117053 7108 0 349736 150523 2419 2541 352155 153064 0 0 X 352155 153064 352155 153064 352155 153064 -199091 0 X 0 1 X 1 1 1 X X 1 WILLIAM JAMES COLLEGE INC 042620216 7 1 0 2117053 1 0 2117053 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN VI: SERVICES PERFORMED BY WILLIAM JAMES COLLEGE, INC. (EIN: 04-2620216) 0 X 1925070 0 1925070 0 1925070 2124161 0 2124161 0 2124161 PART X, LINE 2: THE COLLEGE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE COLLEGE HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE COLLEGE HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE COLLEGE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE COLLEGE'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. 0 0 0 0 0 0 0 0 0 NICHOLAS COVINO CLERK & DIRECTOR 0 669139 0 0 0 6180 0 24500 0 40637 0 740456 0 0 STACEY LAMBERT PRESIDENT & DIRECTOR 0 279664 0 0 0 690 0 4000 0 14865 0 299219 0 0 DANIEL BRENT TREASURER 0 281694 0 0 0 300 0 4000 0 3305 0 289299 0 0 PART I, LINE 3 THE RELATED NON-PROFIT PARENT ORGANIZATION, WILLIAM JAMES COLLEGE, INC., ESTABLISHES THE COMPENSATION FOR ALL EMPLOYEES. COMPENSATION FOR CERTAIN OFFICERS IS DETERMINED BY THE HUMAN RESOURCES COMMITTEE. THE COMMITTEE CONSIDERS COMPARATIVE DATA OF SIMILAR POSITIONS IN COMPARABLE SIZED SCHOOLS IN THE REGION. THE COMMITTEE INCLUDES KEY EMPLOYEES, FACULTY AND ADMINISTRACTION IN THEIR REVIEW OF COMPENSATION. THE COLLEGE ALSO ENGAGED AN OUTSIDE CONSULTANT TO HELP IN THE PROCESS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE COMPLETED FORM 990, INCLUDING ALL SCHEDULES AND ATTACHMENTS IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. ONCE APPROVED, THE 990 IS SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, KEY EMPLOYEES AND TRUSTEES ARE REQUIRED TO COMPLETE A QUESTIONNAIRE ANNUALLY. THE CLERK REVIEWS THE QUESTIONAIRES FOR CONFLICTS. INDIVIDUALS WITH CONFLICTS ARE BARRED FROM VOTING OR PARTICIPATING IN CONFLICTING MATTERS. CONFLICTS ARE DISCLOSED IN THE ANNUAL AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 CAN BE OBTAINED BY THE GENERAL PUBLIC VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE GENERAL PUBLIC, BUT AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ACADEMIC MANAGEMENT SUPPORT: PROGRAM SERVICE EXPENSES 2,117,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,117,053. WILLIAM JAMES COLLEGE INC ONE WELLS AVENUE NEWTON MA 02459 042620216 COLLEGE OF PSYCHOLOGY MA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0