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Nonprofiteer
← NORTH AMERICAN FAMILY INSTITUTE INC

Form 990 for tax year 2023

Filed by NORTH AMERICAN FAMILY INSTITUTE INC.

Totals

Total revenue
$19,152,474
Total expenses
$19,372,580
Contributions and grants received
$55,209
Grants paid
$0
Program service revenue
$18,984,220
Investment income
$114,262
Other revenue
-$1,217
Total assets, end of year
$13,236,370
Total liabilities, end of year
$6,876,686
Net assets or fund balances, end of year
$6,359,684
Program services expenses (Part IX)
$16,747,693
Management and general expenses
$2,624,887
Fundraising expenses
$0
Program service expenses (Part III)
$16,747,693

Program services were 86.5% 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

    $55,209

  • 2a · Program service revenue: FEES/CONTRACTS FROM GOVERNMENT AG

    total $18,984,220 · related or exempt $18,984,220

  • 3 · Investment income

    total $114,262 · excluded $114,262

  • 6a · Gross rents

    real property $8,500

  • 6b · Less rental expenses

    real property $9,833

  • 6c · Rental income or loss

    real property -$1,333

  • 6d · Net rental income or loss

    total -$1,333 · excluded -$1,333

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $116 · related or exempt $116

  • 11e · Other revenue, total

    $116

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $11,697,134 · program services $10,472,365 · management and general $1,224,769

  • 9 · Other employee benefits

    total $2,127,246 · program services $1,902,722 · management and general $224,524

  • 10 · Payroll taxes

    total $828,296 · program services $741,568 · management and general $86,728

  • 11a · Fees: management

    total $681,337 · management and general $681,337

  • 11b · Fees: legal

    total $9,300 · program services $783 · management and general $8,517

  • 11g · Fees: other

    total $859,055 · program services $851,451 · management and general $7,604

  • 12 · Advertising and promotion

    total $44,270 · program services $25,890 · management and general $18,380

  • 13 · Office expenses

    total $301,221 · program services $254,519 · management and general $46,702

  • 14 · Information technology

    total $165,703 · program services $46,254 · management and general $119,449

  • 16 · Occupancy

    total $1,144,156 · program services $1,102,133 · management and general $42,023

  • 17 · Travel

    total $151,037 · program services $138,052 · management and general $12,985

  • 19 · Conferences, conventions and meetings

    total $24,011 · program services $19,639 · management and general $4,372

  • 20 · Interest

    total $133,600 · program services $128,612 · management and general $4,988

  • 22 · Depreciation, depletion and amortization

    total $472,492 · program services $439,816 · management and general $32,676

  • 23 · Insurance

    total $192,006 · program services $159,207 · management and general $32,799

  • 24a · Other expenses: CONSUMABLES

    total $412,545 · program services $412,545

  • 24b · Other expenses: OTHER DIRECT

    total $129,171 · program services $52,137 · management and general $77,034

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,627,585 · end of year $2,514,902

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $3,408,407 · end of year $1,822,427

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $110,120 · end of year $178,301

  • 10a · Land, buildings and equipment: cost or other basis

    $10,568,693

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,096,767

  • 10c · Land, buildings and equipment, net

    beginning of year $5,646,646 · end of year $5,471,926

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $3,391,748 · end of year $3,248,814

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,272,194 · end of year $1,269,688

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,118,893 · end of year $803,425

  • 20 · Tax-exempt bond liabilities

    beginning of year $193,370 · end of year $15,870

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,641,027 · end of year $1,491,775

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,379,232 · end of year $3,295,928

  • 27 · Net assets without donor restrictions

    beginning of year $6,579,790 · end of year $6,359,684

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

NFI VERMONT IS A PROVIDER OF MENTAL HEALTH AND SPECIALIZED EDUCATIONAL SERVICES TO CHILDREN, YOUTH AND THEIR FAMILIES.

Activities or mission (Part I)

SEE SCHEDULE O

  • NFI VERMONT PROVIDED EDUCATIONAL SERVICES TO CHILDREN AND YOUTH GRADES 1-12 TO ASSIST WITH LEARNING DISABILITIES AND MENTAL HEALTH NEEDS. SERVICES PROVIDED INCLUDE GROUP THERAPY, INTENSIVE HOME-SCHOOL COORDINATION, CLINICAL CASE MANAGEMENT, ACADEMIC AND VOCATIONAL PROGRAMMING, FAMILY THERAPY AND SUPPORT.

    Expenses $5,187,387 · Revenue $6,346,484

  • NFI VERMONT PROVIDED INTENSIVE WRAPAROUND SERVICES TO CHILDREN AND FAMILIES AT HOME AND IN THERAPEUTIC FOSTER HOMES. THE WRAPAROUND PROCESS IS A COORDINATED PROCESS THAT IS DESIGNED TO HELP CHILDREN AND FAMILIES WITH COMPLEX NEEDS INVOLVED WITH MULTIPLE PROVIDERS IMPROVE THEIR LIVES. TYPICAL SERVICES INCLUDE SERVICE COORDINATION, COMMUNITY SUPPORTS, INDIVIDUAL AND FAMILY THERAPY, GROUP THERAPY, MEDICATION MANAGEMENT AND FOSTER CARE RESPITE.

    Expenses $3,307,722 · Revenue $4,532,158

  • NFI VERMONT PROVIDED INTENSIVE RESIDENTIAL TREATMENT TO YOUTH WHO STRUGGLE WITH SEVERE MENTAL HEALTH AND BEHAVIORAL ISSUES. YOUTH COME TO OUR PROGRAM AFTER STRUGGLING AT HOME, IN FOSTER HOMES OR RESIDENTIAL PROGRAMS. TYPICAL SERVICES INCLUDE MILIEU TREATMENT, INDIVIDUAL, GROUP AND FAMILY THERAPY, CRISIS RESPONSE, CASE MANAGEMENT AND COMMUNITY REINTEGRATION.

    Expenses $6,030,445 · Revenue $6,120,395

  • IN ADDITION TO OUR THREE PRIMARY TYPES OF PROGRAMS WE ALSO PROVIDE OUTPATIENT ASSESSMENT AND THERAPY TO YOUTH AND FAMILIES, POST ADOPTION SERVICES TO FAMILIES OF YOUTH ADOPTED FROM STATE CUSTODY, JUVENILE JUSTICE SERVICES, YOUTH TRANSITION SERVICES, AND TRAUMA INFORMED ORGANIZATIONAL CONSULTATION.

    Expenses $2,222,139 · Revenue $1,985,299

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tom Rees

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.15

  • Gil Mathys

    SECRETARY & DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • Josh Vanbenthuysen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • Dr Nancy Grossman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.38 related

  • Erin Chastenay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • Peter Bingham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • Phil Macvean-Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • Paul Collins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • Charles Myers

    EXECUTIVE DIRECTOR

    Total calculated
    $190,750
    From this org
    $0
    From related orgs
    $166,639
    Other
    $24,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $165,870 related
    Bonus
    $0 + $769 related
    Other
    $0
    Deferred
    $0 + $18,515 related
    Nontaxable benefits
    $0 + $5,596 related
    Filer's total
    $0 + $190,750 related

  • Kathryn Sweeney

    TREASURER/ED OF ADMIN & FIN

    Total calculated
    $183,804
    From this org
    $0
    From related orgs
    $159,466
    Other
    $24,338
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,827 related
    Bonus
    $0 + $639 related
    Other
    $0
    Deferred
    $0 + $16,951 related
    Nontaxable benefits
    $0 + $7,387 related
    Filer's total
    $0 + $183,804 related

  • David Melnick

    PROGRAM DIRECTOR

    Total calculated
    $245,913
    From this org
    $226,555
    From related orgs
    $0
    Other
    $19,358
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,228
    Bonus
    $327
    Other
    $0
    Deferred
    $12,941
    Nontaxable benefits
    $6,417
    Filer's total
    $245,913

  • Tina Bleau

    PSYCHOLOGIST

    Total calculated
    $215,658
    From this org
    $194,544
    From related orgs
    $0
    Other
    $21,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,544
    Bonus
    $1,000
    Other
    $0
    Deferred
    $11,701
    Nontaxable benefits
    $9,413
    Filer's total
    $215,658

  • Kathy Pettengill

    DIRECTOR OF OPERATIONS

    Total calculated
    $129,050
    From this org
    $119,146
    From related orgs
    $0
    Other
    $9,904
    Hours/week
    40

  • Mitchell Baron

    PROGRAM DIRECTOR

    Total calculated
    $122,915
    From this org
    $117,476
    From related orgs
    $0
    Other
    $5,439
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7:
CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED NON-FIXED PERFORMANCE BASED BONUS PAYMENTS THAT ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(III).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 February 2025
IRS schema version
2023v6.0
Source object
202500439349301585

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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