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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
$26,124,429
Total expenses
$25,587,044
Contributions and grants received
$37,634
Grants paid
$0
Program service revenue
$25,510,258
Investment income
$572,259
Other revenue
$4,278
Total assets, end of year
$17,647,511
Total liabilities, end of year
$4,934,269
Net assets or fund balances, end of year
$12,713,242
Program services expenses (Part IX)
$21,815,240
Management and general expenses
$3,771,804
Fundraising expenses
$0
Program service expenses (Part III)
$21,815,240

Program services were 85.3% 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

    $37,634

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

    total $25,510,258 · related or exempt $25,510,258

  • 3 · Investment income

    total $574,179 · excluded $574,179

  • 7b · Less cost or other basis and sales expenses

    other assets $1,920

  • 7c · Gain or loss

    other assets -$1,920

  • 7d · Net gain or loss

    total -$1,920 · excluded -$1,920

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $4,278 · related or exempt $4,278

  • 11e · Other revenue, total

    $4,278

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $15,770,067 · program services $13,894,902 · management and general $1,875,165

  • 9 · Other employee benefits

    total $2,887,551 · program services $2,534,141 · management and general $353,410

  • 10 · Payroll taxes

    total $1,141,330 · program services $1,005,618 · management and general $135,712

  • 11a · Fees: management

    total $921,439 · management and general $921,439

  • 11b · Fees: legal

    total $1,132 · management and general $1,132

  • 11g · Fees: other

    total $882,663 · program services $839,853 · management and general $42,810

  • 12 · Advertising and promotion

    total $131,066 · program services $120,986 · management and general $10,080

  • 13 · Office expenses

    total $395,477 · program services $308,436 · management and general $87,041

  • 14 · Information technology

    total $121,435 · program services $39,575 · management and general $81,860

  • 16 · Occupancy

    total $1,237,652 · program services $1,164,693 · management and general $72,959

  • 17 · Travel

    total $481,131 · program services $433,881 · management and general $47,250

  • 19 · Conferences, conventions and meetings

    total $12,175 · program services $7,941 · management and general $4,234

  • 20 · Interest

    total $38,139 · program services $38,139

  • 22 · Depreciation, depletion and amortization

    total $147,665 · program services $104,698 · management and general $42,967

  • 23 · Insurance

    total $418,051 · program services $356,428 · management and general $61,623

  • 24a · Other expenses: CONSUMABLES

    total $470,850 · program services $470,850

  • 24b · Other expenses: OTHER EXPENSE

    total $338,425 · program services $304,510 · management and general $33,915

  • 24c · Other expenses: LICENSE/PERMITS/FEES

    total $190,796 · program services $190,589 · management and general $207

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,747,423 · end of year $7,832,458

  • 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 $3,149,689 · end of year $2,495,242

  • 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 $133,753 · end of year $110,275

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

    $3,327,533

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

    $1,461,670

  • 10c · Land, buildings and equipment, net

    beginning of year $1,833,532 · end of year $1,865,863

  • 11 · Investments: publicly traded securities

    beginning of year $3,815,877 · end of year $4,174,142

  • 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 $1,240,414 · end of year $1,169,531

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,722,054 · end of year $2,195,351

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,860,887 · end of year $1,573,709

  • 20 · Tax-exempt bond liabilities

    beginning of year $248,366 · end of year $237,796

  • 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 $32,201 · end of year $17,271

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,121,891 · end of year $910,142

  • 27 · Net assets without donor restrictions

    beginning of year $11,885,321 · end of year $12,697,561

  • 28 · Net assets with donor restrictions

    beginning of year $49,968 · end of year $15,681

Mission and programs · 2023

Mission

SEE SCHEDULE O

  • NAFI CT'S GROUP HOMES AND RESIDENTIAL PROGRAMS OFFER CARING, HOME-LIKE, LIVE-IN ENVIRONMENTS FOR ADOLESCENTS AND YOUNG ADULTS TO PRACTICE NEW POSSIBILITIES WITH THE SUPPORT OF 24-HOUR STAFF. NAFI CT ALSO PROVIDES SAFE, NURTURING FOSTER HOMES TO YOUTH IN NEED OF TEMPORARY OR LONG-TERM FOSTER CARE. OUR GROUP HOMES, RESIDENTIAL PROGRAMS, AND FOSTER HOMES HELP YOUTH OVERCOME CHALLENGES WHILE LEARNING THE NECESSARY SKILLS THAT WILL ENABLE THEM TO RETURN HOME OR TO THEIR DESIGNATED PERMANENCY OPTION, STRENGTHEN FAMILY AND ADULT RELATIONSHIPS, AND BECOME BETTER CONNECTED TO THEIR COMMUNITY.

    Expenses $9,588,519 · Revenue $11,426,253

  • NAFI CT'S BEHAVIORAL HEALTH AND WELLNESS PROGRAMS OFFER COMPASSIONATE AND COMPREHENSIVE TREATMENT AND COUNSELING FOR A VARIETY OF EMOTIONAL, BEHAVIORAL AND MENTAL HEALTH NEEDS. SERVICES INCLUDE INDIVIDUAL THERAPY, FAMILY THERAPY, GROUP THERAPY, PSYCHIATRIC EVALUATIONS, AND MEDICATION MANAGEMENT. OUR MULTIDISCIPLINARY TEAM OF EXPERIENCED THERAPISTS, PSYCHIATRISTS, CARE COORDINATORS, AND COUNSELORS WORK WITH EACH PERSON TO DEVELOP INDIVIDUALIZED TREATMENT GOALS THAT PROMOTE HEALTH, RECOVERY, AND RESILIENCE.

    Expenses $4,967,113 · Revenue $5,732,011

  • NAFI CT'S FAMILY STRENGTHENING & IN-HOME SERVICES WORK WITH FAMILIES THAT ARE INVOLVED WITH SYSTEMS SUCH AS MENTAL HEALTH, CHILD WELFARE, AND JUVENILE JUSTICE WITH A FOCUS ON KEEPING CHILDREN AND YOUTH IN THEIR HOMES AND SUPPORTING FAMILIES DURING CHALLENGING TIMES. THESE PROGRAMS SUPPORT CAREGIVER COMPETENCE AND CONFIDENCE, RESTORE HEALTHY COMMUNICATION, AND DECREASE STRESSORS AND CONFLICT THAT CREATE CRISIS. SERVICES ARE FLEXIBLE AND ATTENTIVE TO THE NEEDS OF FAMILIES, AND CAN OCCUR IN THE HOME, AT SCHOOL, OR IN THE COMMUNITY.

    Expenses $4,060,084 · Revenue $4,954,575

  • NAFI CT SERVES CHILDREN AND ADULTS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES IN VARIOUS SETTINGS FROM GROUP HOMES TO IN-HOME SUPPORT SERVICES. OUR PROGRAMS CREATE AN ATMOSPHERE WHERE OPPORTUNITIES EXIST FOR INDIVIDUALS TO MAKE CHOICES, DEVELOP SKILLS, INCREASE THEIR INDEPENDENCE AND CONFIDENCE, AND BUILD COMMUNITY SUPPORT.NAFI CT'S YOUTH DEVELOPMENT PROGRAMS ARE DESIGNED TO EMPOWER YOUNG PEOPLE THROUGH PERSONAL GROWTH, ACADEMIC ACHIEVEMENT, AND CAREER READINESS. WE CREATE YOUTH-DRIVEN PROGRAMS THAT TAP INTO THE INHERENT STRENGTHS AND ABILITIES OF EACH YOUNG PERSON AND EMPOWER THEM TO UNLOCK THEIR FULL POTENTIAL.

    Expenses $3,199,524 · Revenue $3,401,697

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

Listed in Part VII

  • ANDY QUINN

    CHAIRMAN/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • KIM OPPERMAN

    CLERK/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • JESSICA SERRA GRANT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • WILLIAM BENJAMIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • JOHN BENIGNI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • KAHLI MERCIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • BRITTANY GOSS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • DAVID KLAPATCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.29

  • HILDEGARDE PARIS

    TREASURER/CHIEF OPERATING OFFICER

    Total calculated
    $291,784
    From this org
    $0
    From related orgs
    $257,428
    Other
    $34,356
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,185 related
    Bonus
    $0 + $1,243 related
    Other
    $0
    Deferred
    $0 + $26,838 related
    Nontaxable benefits
    $0 + $7,518 related
    Filer's total
    $0 + $291,784 related

  • LYNN BISHOP

    EXECUTIVE DIRECTOR

    Total calculated
    $242,608
    From this org
    $0
    From related orgs
    $215,642
    Other
    $26,966
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $214,810 related
    Bonus
    $0 + $832 related
    Other
    $0
    Deferred
    $0 + $21,611 related
    Nontaxable benefits
    $0 + $5,355 related
    Filer's total
    $0 + $242,608 related

  • AMY LEFEBVRE

    ASSISTANT EXECUTIVE DIRECTOR

    Total calculated
    $178,681
    From this org
    $154,431
    From related orgs
    $0
    Other
    $24,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,327
    Bonus
    $2,104
    Other
    $0
    Deferred
    $16,479
    Nontaxable benefits
    $7,771
    Filer's total
    $178,681

  • HEATHER KALIN

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $150,735
    From this org
    $137,091
    From related orgs
    $0
    Other
    $13,644
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,554
    Bonus
    $537
    Other
    $0
    Deferred
    $7,206
    Nontaxable benefits
    $6,438
    Filer's total
    $150,735

  • MELISSA PETRONE

    DIRECTOR OF QUALITY ASSURANCE

    Total calculated
    $141,793
    From this org
    $139,490
    From related orgs
    $0
    Other
    $2,303
    Hours/week
    40

  • CYNTHIA LIVSEY

    DIRECTOR OF OPERATIONS

    Total calculated
    $130,337
    From this org
    $119,407
    From related orgs
    $0
    Other
    $10,930
    Hours/week
    40

  • MICHELLE SAROFIN

    REGIONAL DIRECTOR

    Total calculated
    $130,273
    From this org
    $124,121
    From related orgs
    $0
    Other
    $6,152
    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(II).

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 December 2024
IRS schema version
2023v5.1
Source object
202413479349300931

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

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