2024-08-12T11:04:36-05:00 2023-12-31 111986323 Marcum LLP 1601 Market St 4th Floor Philadelphia PA 19103 990 2023-01-01 232051226 Foundation for Cognitive Therapy and Research FOUN 6106643020 One Belmont Avenue 503 Bala Cynwyd PA 190041610 Kenneth Kaminski Finance Director 6106643020 2024-08-09 1 1 Aaron M Fox P01365820 2152972100 2024-08-09 2023 2024-08-08 14:25:15Z Beck Institute Beck Institute for Cognitive Behavior Therapy Judith S Beck PhD One Belmont Avenue 503 Bala Cynwyd PA 190041610 10635735 0 X www.beckinstitute.org X 1972 PA 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. 13 7 65 13 0 0 73816 217042 6201175 5891386 2157862 162577 83885 33602 8516738 6304607 87787 32508 0 0 4745245 4373483 0 0 23747 3099058 3866441 7932090 8272432 584648 -1967825 10634478 9490980 1033389 968373 9601089 8522607 X 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. 0 0 2003269 26508 3122593 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. 2813975 6000 1644752 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. 1197320 312938 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. 1115886 811103 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. 1115886 811103 7130450 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 45 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA NJ NY NC PA RI TN CT FL OH X Kenneth Kaminski 6106643020 One Belmont Avenue Suite 503 Bala Cynwyd PA 190041610 Judge Phyllis W Beck Director 1.00 X 0 0 0 Richard J Busis Esq Chair 5.00 X 0 0 0 Sarah Busis Md Director 1.00 X 0 0 0 Judge Alice W Dubow Director 1.00 X 0 0 0 Tine Hansen-Turton Mga Jd Director 1.00 X 0 0 0 Daniel T Beck Licsw Director 1.00 X 0 0 0 Doug Jordan Director 1.00 X 0 0 0 Matthew Cohen Vice Chair 1.00 X 0 0 0 Estelle Richman Director 1.00 X 0 0 0 David Winigrad Director 1.00 X 0 0 0 Melissa Greenberg Director 1.00 X 0 0 0 David Pingree Director 1.00 X 0 0 0 Alan Weschler Director 1.00 X 0 0 0 Judith S Beck PhD President 40.00 X 244933 0 22439 Lisa Muchnick Pote Msw Executive Director (To 06/2023) 40.00 X 192091 0 22779 Kenneth Kaminski Director of Finance 40.00 X 157093 0 8373 Julie Snow-Reagan Director of Operations 40.00 X 142612 0 17544 Allen R Miller CBT Programs Director 40.00 X 155126 0 21407 Norman D Cotterell Psychologist 40.00 X 139732 0 42540 Francine R Broder Psychologist 40.00 X 125225 0 37149 Sofia Chernoff Assistant Director of CBT 40.00 X 122787 0 21224 Paul Grant CT-R Programs Director 40.00 X 115378 0 16747 1394977 0 210202 13 0 1 0 0 13715 203327 217042 Online Training 611430 3122593 3122593 CTR 621300 946852 946852 Training for Organizations 611430 697900 697900 Psychotherapy Income 621300 500549 500549 Workshops 611430 312938 312938 310554 310554 5891386 230899 230899 4262806 4331128 -68322 -68322 -68322 Miscellaneous 900099 33602 33602 33602 6304607 5891386 0 196179 18468 18468 14040 14040 807864 501999 292973 12892 2970478 2586447 382933 1098 29249 26865 2384 283153 247747 35364 42 282739 232506 49291 942 95378 78732 16646 50891 41223 9161 507 409158 346415 61489 1254 284665 282823 1842 382041 339655 41685 701 383975 315473 67209 1293 59369 48747 10418 204 56804 50188 6496 120 710520 583388 124695 2437 56390 46295 9901 194 Trainee Discount 932803 932803 Adjunct Faculty 319301 319301 Workshop Expenses 84045 83738 302 5 Dues & subscriptions 13313 10909 2356 48 27788 22688 4932 168 8272432 7130450 1118235 23747 212325 26737 373658 368914 15360 4871 344745 193702 198507 201249 834116 612442 316918 221674 8109363 7958945 139624 86952 923978 427936 10634478 9490980 408472 325895 484760 554341 140157 88137 1033389 968373 X 9555773 8471689 45316 50918 9601089 8522607 10634478 9490980 -1967825 889343 0 X X 0 1 X 1 0 X 395311 792992 467774 73816 217042 1946935 4018893 5397367 5877232 6201175 5891386 27386053 4414204 6190359 6345006 6274991 6108428 29332988 150282 50000 250000 50000 74125 574407 0 150282 50000 250000 50000 74125 574407 28758581 383244 338460 223074 313084 230899 1488761 383244 338460 223074 313084 230899 1488761 70385 33603 103988 4797448 6528819 6568080 6658460 6372930 30925737 0.92990 0.91240 0.04810 0.05900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 776194 556060 220134 57922 56382 1540 221674 Operating lease liabilities, current portion 53474 Operating lease liabilities, net of current portion 34663 88137 X 6227834 889343 9996 899339 5328495 976112 976112 6304607 7306316 9996 9996 7296320 976112 976112 8272432 Part X, Line 2: Uncertain tax positions: Management of the Foundation considers the likelihood of changes by taxing authorities in its filed income tax returns and recognizes a liability for or discloses potential significant changes that management believes are more likely than not to occur upon examination by tax authorities, including changes to the Foundation's status as a not-for-profit entity. Management believes the Foundation met the requirements to maintain its tax-exempt status and has no income subject to unrelated business income tax, therefore no provision for income taxes has been provided in these financial statements. Part XI, Line 4b - Other Adjustments: Scholarships Discount 976,112. Part XII, Line 4b - Other Adjustments: Scholarships Discount 976,112. Part XII and Part XIII, Line 4b: Program service revenues are reported on the financial statements as net of trainee discounts. 0 0 0 0 0 0 0 0 0 0 Russia and Neighboring States Financial aid to support local training 0 14040 Discounts on workshops and courses Other 1 0 0 0 0 0 0 1 Maimonides Medical Center 4802 Tenth Avenue Brooklyn NY 11219 111635081 501(c)(3) 0 6480 Other Student Discount on Courses Financial aid for student education University of Nevada Reno 1664 N Virginia Street Reno NV 89557 886000024 501(c)(3) 0 5988 Other Student Discount on Courses Financial aid for student education Icahn School of Medicine at Mt Sinai One Gustave L Levy Place New York NY 10029 136171197 501(c)(3) 0 6000 Other Student Discount on Courses Financial aid for student education 3 Part I, Line 2: Grants are awarded at the discretion of the Executive Management at Beck Institute. The Institute maintains records to substantiate the amount of grants, grantees eligibility, and basis for the selection. X X 1 0 0 0 0 0 0 0 0 Judith S Beck PhD President 244933 0 0 0 0 0 3670 0 18769 0 267372 0 0 0 Lisa Muchnick Pote Msw Executive Director (To 06/2023) 97351 0 0 0 94740 0 6348 0 16431 0 214870 0 0 0 Norman D Cotterell Psychologist 139732 0 0 0 0 0 2089 0 40451 0 182272 0 0 0 Allen R Miller CBT Programs Director 155126 0 0 0 0 0 2319 0 19088 0 176533 0 0 0 Kenneth Kaminski Director of Finance 157093 0 0 0 0 0 2346 0 6027 0 165466 0 0 0 Francine R Broder Psychologist 125225 0 0 0 0 0 1872 0 35277 0 162374 0 0 0 Julie Snow-Reagan Director of Operations 142612 0 0 0 0 0 2130 0 15414 0 160156 0 0 0 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. Deborah Beck Busis Employee 54149 See belowDeborah Beck Busis received compensation as Director, Beck Diet Program. She is related to the following officers and directors of the Organization:Hon. Phyllis W. Beck, Board of Directors - Employee's family member.Richard J. Busis, Chair - Employee's family memberJudith S. Beck, President - Employee's family member.Sarah Busis, Board of Directors - Employee's family member.Matthew Cohen, Vice Chair - Employee's family member. 0 Judith S Beck Employee 267372 See belowJudith S. Beck received compensation as the President of the organization. She is related to the following officers and directors of the Organization:Hon. Phyllis W. Beck, Board of Directors - Employee's family member.Richard J. Busis, Chair - Employee's family memberSarah Busis, Board of Directors - Employee's family member.Matthew Cohen, Vice Chair - Employee's family member.Dan Beck, Board of Directors - Employee's family member.Alice Dubow, Board of Directors - Employee's family member. 0 Form 990, Part VI, Section A, line 2 The following Board members have a family relationship with each other: Alice Dubow, Judith S. Beck, Phyllis W. Beck, Dan T. Beck, Richard J. Busis, Sarah Busis, and Matthew Cohen Form 990, Part VI, Section B, line 11b The Form 990 draft, prepared by the accountants for the Institute, was sent via mail or email to the Board of Directors. The Board reviewed and commented on the Form 990 draft before the document was finalized. The completed Form 990 is mailed or emailed to all members of the Board of Directors before filing. Form 990, Part VI, Section B, line 12c Annually, the members of the Board of Directors review the Institute's conflict of interest policy. Members of the Board of Directors are required to disclose a conflict of interest or a potential conflict of interest at the time the conflict or potential conflict of interest is discovered to the Executive Committee of the Board. If a conflict is discovered, the individual with whom a conflict exists may not vote or use any personal influence in regard to the matter; however, the individual may be counted in determining the quorum for Board of Directors meetings at which said matter is voted upon. Minutes of any meetings in which this occurs are required to reflect that the disclosure was made and that the individual abstained from participation in and voting on the matter. Form 990, Part VI, Section B, line 15 The Compensation Committee recommends the compensation of both the President and the Executive Director. The members of the compensation committee meet to approve the recommendation at their discretion. The members were provided with previous year salaries and increases, current year salaries, and salary grade ranges (minimum, midpoint, maximum) for the two Leadership positions. The policy was followed in order to give the officers a compensation raise at the December 2022 board meeting. The members of the compensation committee have no familial relations to the Beck family. Form 990, Part VI, Section C, line 19 Any/all governing documents, policies and financial statements are made available to the public upon request.