2023-08-30T13:18:40-05:00 2022-12-31 111986323 Marcum LLP 1601 Market Street Fl 4 Philadelphia PA 19103 990 2022-01-01 232051226 Foundation for Cognitive Therapy and Research FOUN 6106643020 One Belmont Avenue 503 Bala Cynwyd PA 190041610 Kenneth Kaminski Finance Director 6106643020 2023-08-30 1 Kenneth Kaminski 999009999 1 Aaron M Fox P01365820 2152972100 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Beck Institute Beck Institute for Cognitive Behavior Therapy Judith S Beck PhD One Belmont Avenue 503 Bala Cynwyd PA 190041610 13666853 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 6 76 0 0 0 488666 73816 5877232 6201175 587106 2157862 10697 83885 6963701 8516738 129154 87787 0 0 4369052 4745245 0 0 171353 2494066 3099058 6992272 7932090 -28571 584648 13423917 10634478 736097 1033389 12687820 9601089 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. 0 0 1318742 20000 2496065 On-Demand courses: Beck Institute on-line training courses are designed to expand the reach of our excellent training in Cognitive Behavior Therapy (CBT) 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 2022, courses included Essentials of CBT, CBT in Practice, Personality Disorders, Depression, CBT for Anxiety, a Mindfulness course and Recovery-Oriented Cognitive Therapy for Serious Mental Health Conditions (CT-R). We also added several new shorter format webinars during the year. In 2022, there were nearly 5,000 courses taken with trainees represented throughout the United States and over 100 countries. 2819734 67787 2031182 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 2022, Beck Institute provided over 200 days of training across 25 States, as well as the countries of Brazil, Canada, China, Egypt, India, Israel, Italy, Mexico, Russia, & 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. 1340422 697571 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. In 2022, more than 2,000 trainees attended from fifty-one states and over 80 countries. 1224719 1009947 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 2022, Beck Institute treated 294 individuals and conducted 2,636 patient sessions.Supervision and Consultation - In 2022, over 500 sessions were conducted through our Supervision program, which provides one-on-one guidance and support from expert Beck Institute faculty. In 2022, Beck Institute offered 73 group supervision training sessions. Supervisees were represented from 12 different States, as well as 15 countries. Weight Management Program - In 2022, Beck Institute provided Weight Loss and Maintenance counseling to 68 clients and conducted approximately 700 client sessions. Beck Institute also held several virtual webinars and group coaching sessions. In 2022, Beck Institute held its sixth annual Beck Excellence Summit. The Summit is an annual event that gathers leaders in the field of Cognitive Behavior Therapy from around the world, providing attendees with a unique opportunity to learn about the most recent research on a variety of topics, in a setting conducive to discovery and dialogue. It is a place for prominent clinicians and researchers to come together and build a collective vision for the future of CBT. 1224719 1009947 6703617 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 38 0 1 76 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 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 Barton M Silverman Ended 322 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 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 Doug Jordan Director 1.00 X 0 0 0 Judith S Beck PhD President 40.00 X 236040 0 24537 Lisa Muchnick Pote Msw Executive Director 40.00 X 182401 0 20549 Kenneth Kaminski Director of Finance 40.00 X 138864 0 16575 Julie Snow-Reagan Director of Operations 40.00 X 121043 0 15045 Norman Cotterell Psychologist 40.00 X 113256 0 33209 Allen Miller CBT Programs Director 40.00 X 141219 0 20608 Sofia Chernoff Assistant Director of CBT Programs 40.00 X 103945 0 18977 Francine Broder Psychologist 40.00 X 106627 0 27645 Paul Grant CT-R Programs Director 40.00 X 105178 0 16129 1248573 0 193274 8 0 1 0 0 73816 73816 Online Training 611430 2471145 2471145 CTR 621300 1117210 1117210 Training for Organizations 611430 914467 914467 Workshops 611430 690588 690588 Psychotherapy Income 621300 623435 623435 384330 384330 6201175 313084 313084 6984801 5043936 96087 1940865 -96087 1844778 1844778 23592 10092 13500 13500 Miscellaneous 900099 70385 70385 70385 8516738 6271560 0 2171362 67787 67787 20000 20000 755053 264268 453032 37753 3240489 2976295 222266 41928 89869 83542 5179 1148 362366 324376 32461 5529 297468 243825 47838 5805 57930 47600 9286 1044 45524 37407 7297 820 167491 161736 5755 757590 642826 102525 12239 188385 154156 30198 4031 30719 25014 5253 452 607800 498400 97920 11480 54353 44580 8726 1047 Trainee Discount 480755 480755 Adjunct Faculty 362846 362846 Professional Related Ex 174871 132455 25720 16696 Workshop Expenses 55780 44915 117 10748 115014 90834 9302 14878 7932090 6703617 1057120 171353 219362 212325 330653 373658 3803 15360 287344 344745 200453 198507 987327 670409 381807 316918 10961344 8109363 139624 1039151 923978 13423917 10634478 265790 408472 470307 484760 0 140157 736097 1033389 X 12666928 9555773 20892 45316 12687820 9601089 13423917 10634478 584648 -3671379 0 X X 0 1 X 1 0 X 490243 395311 792992 467774 73816 2220136 3202865 4018893 5397367 5877232 6201175 24697532 3693108 4414204 6190359 6345006 6274991 26917668 250000 150282 50000 250000 50000 750282 0 250000 150282 50000 250000 50000 750282 26167386 433380 383244 338460 223074 313084 1691242 433380 383244 338460 223074 313084 1691242 70385 70385 4126488 4797448 6528819 6568080 6658460 28679295 0.91240 0.89900 0.05900 0.06990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103638 103638 0 797812 483933 313879 85877 82838 3039 316918 Operating lease liabilities, current portion 51553 Operating lease liabilities, net of current portion 88604 140157 X 4263692 -3671379 9996 -3661383 7925075 591663 591663 8516738 7350423 9996 9996 7340427 591663 591663 7932090 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 87,787. Discount 503,876. Part XII, Line 4b - Other Adjustments: Scholarships 87,787. Discount 503,876. Part XII and Part XIII, Line 4b: Program service revenues are reported on the financial statements as net of scholarships. 0 0 0 0 0 0 0 0 0 0 Financial Assistance Discount Middle East and North Africa 1 20000 Discounts provided to give financial assistance. Other 0 0 0 0 0 0 Part III Accounting Method: Annual Summit 23592 23592 10092 23592 23592 10092 10092 13500 1 Cohen Veterans Network 72 Cummings Point Road Stamford CT 06902 473950655 501(c)(3) 0 23125 Discounts Financial Assistance for Training for Organizations (TFO) program Eskenazi Health 720 Eskenzai Avenue Indianapolis IN 46202 356005697 501(C)(3) 0 13500 Discounts Discounts for Training for Online Training Courses St Clair County Community Mental Health 3111 Electric Avenue Port Huron MI 48060 383498601 501(C)(3) 0 7680 Discounts Financial Assistance for Training for Organizations (TFO) program Indiana University Health Inc 714 N Senate Ave Indianapolis IN 46202 351955872 501(C)(3) 0 6200 Discounts Discounts for Training for Online Training Courses Four Rivers Behavioral Health 425 Broadway Paducah KY 42001 610659633 501(C)(3) 0 6018 Discounts Financial Assistance for Training for Organizations (TFO) program Frontier Health 1167 Spratlin Park Drive Gray TN 37615 620582605 501(C)(3) 0 5824 Discounts Discounts for Training for Online Training Courses University Health - Behavioral Health 300 West 19th Terrace Kansas City MO 64108 440661018 501(C)(3) 0 5440 Discounts Discounts for Training for Online Training Courses 7 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 0 0 0 0 0 0 0 0 0 Judith S Beck PhD President 236040 0 0 0 0 0 7216 0 17321 0 260577 0 0 0 Lisa Muchnick Pote Msw Executive Director 182401 0 0 0 0 0 5515 0 15034 0 202950 0 0 0 Allen Miller CBT Programs Director 141219 0 0 0 0 0 4237 0 16371 0 161827 0 0 0 Kenneth Kaminski Director of Finance 138864 0 0 0 0 0 4166 0 12409 0 155439 0 0 0 Deborah Beck Busis Employee 49362 See belowThis employee 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 memberHon. Alice Dubow, Board of Directors - Employee's family member.Judith S. Beck, President - Employee's family member.Sarah Busis, Board of Directors - Employee's family member.Matthew Cohen, Vice Chair - Employee's family member.Daniel T. Beck, 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 eachother: 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 15a 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 2021 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. Form 990, Part XII, Line 2c: The Process has not changed from the prior year.