2025-09-03T12:26:19-05:00 2024-12-31 881478669 CBIZ Advisors LLC 1601 Market St 4th Floor Philadelphia PA 19103 990 2024-01-01 232051226 Foundation for Cognitive Therapy and Research FOUN 6106643020 One Belmont Avenue 503 Bala Cynwyd PA 190041610 Kenneth Kaminski Finance Director 6106643020 2025-09-03 1 0 Aaron M Fox P01365820 2152972100 2025-09-03 2024 2025-03-06 01:10:19Z Beck Institute Beck Institute for Cognitive Behavior Therapy Judith S Beck PhD One Belmont Avenue 503 Bala Cynwyd PA 190041610 10699877 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. 11 6 46 12 0 0 217042 335192 5891386 6350168 162577 521870 33602 33368 6304607 7240598 32508 12150 0 0 4373483 3905407 0 0 147984 3866441 3822625 8272432 7740182 -1967825 -499584 9490980 9280416 968373 921159 8522607 8359257 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 2144199 12150 1962910 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 2024, Beck Institute provided approximately 120 days of training in CBT across the United States, as well as the countries of Australia, Brazil, Canada, India, Japan, Jordan, Norway. 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. 2076408 3252248 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 2024, 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 2024, there were over 7,000 courses taken with trainees represented throughout the United States and the world. 1258011 299430 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 750 trainees attended our workshops in 2024. 1073826 835580 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 2024, Beck Institute conducted approximately 2,000 patient sessions.Supervision and Consultation - In 2024, approximately 700 sessions were conducted through our Supervision program, which provides one-on-one guidance and support from expert Beck Institute faculty. Weight Management Program - In 2024, Beck Institute provided approximately 650 client sessions. Beck Institute also held several virtual webinars and group coaching sessions in 2024. 1073826 835580 6552444 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 38 0 1 46 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 6 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 X Kenneth Kaminski 6106643020 One Belmont Avenue Suite 503 Bala Cynwyd PA 190041610 Richard J Busis Esq Chair 5.00 X 0 0 0 Matthew Cohen Vice Chair 1.00 X 0 0 0 Judge Phyllis W Beck Director 1.00 X 0 0 0 Sarah Busis Md 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 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 (to 12/2024) 1.00 X 0 0 0 Judith S Beck PhD President 40.00 X 253883 0 18998 Allen R Miller Executive Director 40.00 X 171154 0 19184 Kenneth Kaminski Director of Finance 40.00 X 167673 0 1675 Julie Snow-Reagan Director of Operations 40.00 X 145120 0 13965 Norman D Cotterell Psychologist 40.00 X 130203 0 30525 Francine R Broder Psychologist 40.00 X 124061 0 27750 Sofia Chernoff Director of CBT Program 40.00 X 122826 0 14541 Paul Grant CT-R Programs Director 40.00 X 121349 0 15596 Francesca Lewis-Hathaway Staff Psychologist 40.00 X 105427 0 12799 1341696 0 155033 10 0 1 0 Bridge View Media 51 North Third St 159 Philadelphia PA 19106 Marketing and Media Services 143000 Intersystems Tech LLC 213 Lake Vista Dr Mandeville PA 70471 LMS Rebuild Service 119592 EigenX LLC 170 North Radnor Chester Rd 150 Radnor PA 19087 Website Feature Enhancements 114758 3 338 334854 55266 335192 Online Training 611430 3252248 3252248 CTR 621300 1170267 1170267 Training for Organizations 611430 792643 792643 Psychotherapy Income 621300 461252 461252 Workshops 611430 299430 299430 374328 374328 6350168 192643 192643 3788506 3459279 329227 329227 329227 Miscellaneous 900099 33368 33368 33368 7240598 6350168 0 555238 12150 12150 791652 471865 317883 1904 2568135 2186834 325558 55743 280780 236566 38591 5623 264840 210621 49616 4603 40171 31607 7823 741 56853 44844 10974 1035 324122 272080 47671 4371 293000 291225 1775 363292 318725 40586 3981 372308 295798 69975 6535 61221 48681 11474 1066 62438 53130 8529 779 500450 400342 91695 8413 55239 43974 10307 958 Trainee Discount 1172811 1172811 Adjunct Faculty 382084 382084 Workshop Expenses 49337 24763 105 24469 Online Training Shared 31731 31731 57568 22613 8967 25988 7740182 6552444 1039754 147984 26737 133934 368914 430293 4871 0 193702 194058 201249 110452 847086 754812 221674 92274 7958945 7950454 86952 33869 427936 335082 9490980 9280416 325895 307701 554341 578795 88137 34663 968373 921159 X 8471689 8338575 50918 20682 8522607 8359257 9490980 9280416 -499584 336234 0 X 0 1 X 1 0 X 792992 467774 73816 217042 335192 1886816 5397367 5877232 6201175 5891386 6350168 29717328 6190359 6345006 6274991 6108428 6685360 31604144 50000 250000 50000 74125 182566 606691 0 50000 250000 50000 74125 182566 606691 30997453 338460 223074 313084 230899 192643 1298160 338460 223074 313084 230899 192643 1298160 70385 33603 33368 137356 6528819 6568080 6658460 6372930 6911371 33039660 0.93820 0.92990 0.03930 0.04810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 789164 697177 91987 57922 57635 287 92274 Operating lease liabilities, current portion 34663 34663 X 6394512 336234 12000 348234 6046278 1194320 1194320 7240598 6557862 12000 12000 6545862 1194320 1194320 7740182 Part X, Line 2: The Foundation qualifies as a tax-exempt Foundation under Section 501(c)(3) of the Internal Revenue Code and similar state laws, therefore, there is no provision for federal or state income taxes. The Foundation is not a private foundation. 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. There are currently no examinations pending or in process. 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: Trainee Discounts 1,194,320. Part XII, Line 4b - Other Adjustments: Trainee Discounts 1,194,320. Part XII and Part XIII, Line 4b: Program service revenues are reported on the financial statements as net of trainee discounts. 1 Europe (Including Iceland & Greenland) 0 0 Grantmaking Financial aid to support local training 12150 0 0 0 0 0 0 12150 0 12150 Europe (Including Iceland & Greenland) Financial aid to support local training 0 12150 Discounts on workshops and courses Other 1 0 0 0 0 0 0 0 Part I, Line 2: Discounts are decided by a committee of managers and directors. X X 0 0 0 0 0 0 0 1 0 Judith S Beck PhD President 253883 0 0 0 0 0 0 0 18998 0 272881 0 0 0 Allen R Miller Executive Director 163154 0 8000 0 0 0 0 0 19184 0 190338 0 0 0 Kenneth Kaminski Director of Finance 167673 0 0 0 0 0 0 0 1675 0 169348 0 0 0 Norman D Cotterell Psychologist 130203 0 0 0 0 0 0 0 30525 0 160728 0 0 0 Julie Snow-Reagan Director of Operations 145120 0 0 0 0 0 0 0 13965 0 159085 0 0 0 Francine R Broder Psychologist 124061 0 0 0 0 0 0 0 27750 0 151811 0 0 0 Part I, Line 7 Allen R Miller and Sofia Chernoff received non-fixed discretionary bonuses of $8,000 and $6,000, respectively, on December 20, 2024. Deborah Beck Busis Employee 56952 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.Dan Beck, Board of Directors - Employee's family member. 0 Judith S Beck Employee 272881 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. 0 X 2 55266 FMV 0 0 0 Part I, Column (b): Donation of 118 shares of Vanguard Growth ETF on 12/12/24 and 135 shares of Tokio Marine Holdings on 12/02/24. Form 990, Part VI, Section A, line 2 The following Board members have a family relationship with each other: 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 2023 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.