2026-01-29T15:03:49+00:00 2025-06-30 135565207 KPMG LLP 515 Broadway 4th Floor Albany NY 12207 990 2024-07-01 042921507 North American Family Institute Inc NORT 9785380286 90 MAPLE STREET UNIT 2 STONEHAM MA 02180 PAMELA ROCHA TREASURER & CFO 2026-01-29 true Stephanie Lonczak P01880207 5184274600 2026-01-27 2024 2025-03-06 01:10:19Z DR PAUL DANN 90 MAPLE STREET UNIT 2 STONEHAM MA 02180 8320894 false 9242 X WWW.NAFI.COM X 1986 MA TO CREATE COMMUNITY ENVIRONMENTS BASED UPON PRINCIPALS OF DIGNITY AND RESPECT THAT HELP CHILDREN, ADULTS, AND FAMILIES GROW AND CHANGE IN ORDER TO BETTER THEIR LIVES. 10 10 126 10 0 31990 31620 9588455 7920933 394702 364571 2061 3770 10017208 8320894 0 0 6431338 4553578 0 0 2636638 2602612 9067976 7156190 949232 1164704 10170899 11043501 4758257 4393435 5412642 6650066 X TO CREATE COMMUNITY ENVIRONMENTS BASED UPON PRINCIPLES OF DIGNITY AND RESPECT THAT HELP CHILDREN, ADULTS, AND FAMILIES TO GROW AND CHANGE IN ORDER TO BETTER THEIR LIVES. false true 1262070 1262271 SENIOR SERVICES: NORTH AMERICAN FAMILY INSTITUTE OFFERS ALTERNATIVE SERVICES TO SENIORS. HOMECARE CHOICES OFFERS A NEW LEVEL OF COMPANION AND QUALITY IN HOME CARE SERVICES ON CAPE COD AND THE ISLANDS. HOMECARE CHOICES OFFERS A UNIQUE, CUSTOMIZED AND CLIENT-FOCUSED EXPERIENCE TO SENIORS SEEKING TO REMAIN HAPPILY AND SAFELY AT HOME, ON THEIR OWN TERMS. 1145168 1357433 COMMUNITY BUILDING SERVICES: NORTH AMERICAN FAMILY INSTITUTE OFFERS ALTERNATIVE SERVICES TO YOUTH BASED ON PEER EMPOWERMENT, GROUP WORK, ACCOUNTABILITY AND RECOGNITION FOR POSITIVE CHOICES. YOUTH LINK IS AN INNOVATIVE PREVENTION INITIATIVE THAT OFFERS A SYSTEM OF SKILLS AND STRATEGIES THAT ARE COMBINED TO BUILD LASTING TRUST AND POSITIVE RELATIONSHIPS BETWEEN YOUTH AND THE COMMUNITY OF ADULTS IN THEIR LIVES. YOUTH LINK SERVICES ENGAGE YOUTH AND COMMUNITITES IN POSITIVE SOCIAL CHANGE TO REDUCE VIOLENCE AND GANG INVOLVEMENT BY CREATING SUSTAINABLE POSITIVE RELATIONSHIPS AMONG TEENS AND ADULTS, REPLACING ANIMOSITY AND DISTRUST WITH MUTUAL RESPECT AND UNDERSTANDING. 388451 5304999 SUPPORT SERVICES: NORTH AMERICAN FAMILY INSTITUTE PROVIDES TECHNICAL AND MANAGERIAL SUPPORT TO FOUR SUBSIDIARY CORPORATIONS TO ENSURE EFFICACY AND EFFICIENCY IN THE DELIVERY OF SERVICES. 2795689 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 36 0 true 126 true false false false false false false false false false false false false X 10 10 false false false false false false false true true false true true true true true true true true true true false false CA MA NY X X DR PAUL DANN 9787740774 90 MAPLE STREET UNIT 2 STONEHAM MA 02180 DR BARBARA VINICK CLERK & DIRECTOR 0.2 0.5 X X 0 0 0 ROGER MARCORELLE CHAIRMAN & DIRECTOR 0.7 0.5 X X 0 0 0 STEVE HAHN VICE CHAIR & DIRECTOR 0.7 0.0 X X 0 0 0 BARNET WEINSTEIN DIRECTOR 0.2 0.5 X 0 0 0 DR HARVEY LOWELL DIRECTOR 0.2 0.5 X 0 0 0 DR JOLAN RIVERA DIRECTOR (AS OF 3/2/25) 0.1 0 X 0 0 0 DR MATTHEW SAGAL DIRECTOR 0.2 0.4 X 0 0 0 DR NANCY GROSSMAN DIRECTOR 0.4 0.2 X 0 0 0 HOWARD RICH DIRECTOR 0.2 0.5 X 0 0 0 MARGARET N ZUSKY DIRECTOR 0.2 0.0 X 0 0 0 DR PAUL DANN PRESIDENT & CEO 40.0 0.0 X 308478 0 40164 DR YITZHAK BAKAL EXECUTIVE DIRECTOR (AS OF 1/1/24) 7.0 0.0 X 102796 0 2569 HILDEGARDE PARIS CHIEF OPERATING OFFICER 40.0 0.1 X 280815 0 35357 KATHRYN SWEENEY ASST CLERK & CAO 40.0 0.0 X 166646 0 25883 PAMELA ROCHA TREASURER & CFO 40.0 2.0 X 156679 0 25358 DR CHARLES MYERS EXECUTIVE DIRECTOR 0.0 40.0 X 196792 0 26286 KRISTINA BOLDEBUCK DIRECTOR OF BUSINESS APP 40.0 0.0 X 133253 0 17510 LUKE REYNARD EXECUTIVE DIRECTOR 0.0 40.0 X 182122 0 19955 LYDIA TODD EXECUTIVE DIRECTOR 0.0 40.0 X 207899 0 23468 LYNN BISHOP EXECUTIVE DIRECTOR 0.0 40.0 X 225826 0 28934 1961306 0 245484 13 false true false UKG INC 2000 ULTIMATE WAY WESTON FL 33326 PAYROLL SERVICES 337554 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 INFORMATION TECHNOLOGY 311930 CLIFTONLARSONALLEN LLP PO BOX 120001 DALLAS TX 75312 AUDIT SERVICES 209400 3 31620 31620 FEES/CONTRACTS FROM GOVERNMENT AG 624100 7920933 7920933 0 0 0 0 7920933 364471 364471 0 0 100 0 0 100 100 100 MISCELLANEOUS 624100 3770 3770 0 0 0 0 3770 8320894 7924703 0 364571 X 773784 773784 2694462 1147099 1547363 790845 195821 595024 294487 97400 197087 225588 200900 24688 246663 246663 1075293 654684 420609 0 30147 4923 25224 127596 51264 76332 298793 12226 286567 103527 31756 71771 118177 102563 15614 38431 18551 19880 3450 3447 3 113578 96837 16741 47088 23133 23955 CONSUMABLES 115561 115561 OTHER DIRECT EXPENSES 58720 39524 19196 0 0 0 0 7156190 2795689 4360501 0 7026576 8389058 172330 178550 844308 437930 0 0 0 0 0 149457 82299 6204691 5432331 864539 772360 818538 912697 0 0 295151 270607 10170899 11043501 3149053 3683833 457511 1843 0 0 336974 227033 814719 480726 4758257 4393435 X 5361826 6622615 50816 27451 5412642 6650066 10170899 11043501 1164704 72720 0 0 X false true true false X 26298 64931 37192 31990 31620 192031 7004715 7680385 8370698 9588455 7920933 40565186 0 0 0 7031013 7745316 8407890 9620445 7952553 40757217 12450 6000 6257 13000 10550 48257 0 0 0 0 0 0 12450 6000 6257 13000 10550 48257 40708960 98311 95946 159465 394702 364471 1112895 0 98311 95946 159465 394702 364471 1112895 0 3440 7310 37 2061 3770 16618 7132764 7848572 8567392 10017208 8320794 41886730 0.97188 0.97698 0.03 0.0212 X 0 0 0 0 0 0 Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 3440.0, COLUMN B - 7310.0, COLUMN C - 37.0, COLUMN D - 2061.0, COLUMN E - 3770.0, COLUMN F - 16618.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 224753 224753 1349474 1134716 214758 3562429 3237581 324848 983048 983048 0 84987 76986 8001 772360 Federal Income Taxes DUE TO AFFILIATES 334009 LEASE LIABILITY 146717 Other Liabilities 480726 X 8393614 72720 0 72720 8320894 0 0 8320894 7156190 0 0 7156190 0 0 7156190 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote NAFI IS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(A). NAFI HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. X X X false false false false false false false true false HILDEGARDE PARIS CHIEF OPERATING OFFICER 266282 0 14533 0 0 0 28308 0 7049 0 316172 0 0 0 PAMELA ROCHA TREASURER & CFO 153852 0 2827 0 0 0 16649 0 8709 0 182037 0 0 0 DR PAUL DANN PRESIDENT & CEO 307206 0 1272 0 0 0 32336 0 7828 0 348642 0 0 0 KATHRYN SWEENEY ASST CLERK & CAO 165134 0 1512 0 0 0 17823 0 8060 0 192529 0 0 0 LYNN BISHOP EXECUTIVE DIRECTOR 224952 0 874 0 0 0 23522 0 5412 0 254760 0 0 0 LYDIA TODD EXECUTIVE DIRECTOR 207072 0 827 0 0 0 20541 0 2927 0 231367 0 0 0 DR CHARLES MYERS EXECUTIVE DIRECTOR 196023 0 769 0 0 0 20415 0 5871 0 223078 0 0 0 KRISTINA BOLDEBUCK DIRECTOR OF BUSINESS APP 130061 0 3192 0 0 0 6685 0 10825 0 150763 0 0 0 LUKE REYNARD EXECUTIVE DIRECTOR 181389 0 733 0 0 0 19314 0 641 0 202077 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments 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). Form 990, Part III, Line 3 Significant changes in program services DURING FISCAL YEAR 2025, THE FLORIDA PROGRAMS SUCCESSFULLY TRANSITIONED FROM NAFI TO NFI MASSACHUSETTS, INC., WITH NO IMPACT OR CHANGE TO THE OVERSIGHT OR OPERATIONS OF THE CONTRACTS, AND CONTINUITY OF SERVICES UNDER THE CONTRACTS WAS MAINTAINED WITHOUT DISRUPTION. Form 990, Part VI, Line 11b Review of form 990 by governing body INFORMATION IS GATHERED FROM THE BUSINESS OFFICE/EXECUTIVE DIRECTOR BY THE CHIEF FINANCIAL OFFICER AND USED TO POPULATE THE FORM 990 IN CONJUNCTION WITH INDEPENDENT TAX AUDITORS. ONCE COMPLETED, THE DRAFT FORM IS REVIEWED AND FORWARDED BY THE CFO TO THE NAFI/NFI AUDIT COMMITTEE FOR REVIEW PRIOR TO ITS SUBMISSION. THE AUDIT COMMITTEE HAS BEEN AUTHORIZED TO REVIEW AND APPROVE THE FORM 990 ON BEHALF OF THE BOARD OF DIRECTORS. A FILING COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy IN ADDITION TO SUBMISSION OF SIGNED BOARD MEMBER ANNUAL STATEMENT AFFIRMING RECEIPT OF THE CONFLICT OF INTEREST POLICY, THAT THEY HAVE READ AND UNDERSTAND THE POLICY, THAT THEY AGREE TO COMPLY WITH THE POLICY AND UNDERSTAND THAT THE CORPORATION IS CHARITABLE AND MUST ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ITS CHARITABLE PURPOSES, BOARD MEMBERS HAVE A DUTY TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST. WHEN SUCH A DISCLOSURE IS MADE, THE BOARD OF DIRECTORS WILL DISCUSS THE ISSUE WITH THE INTERESTED PARTY. THE INTERESTED PARTY WILL THEN LEAVE THE BOARD MEETING WHILE A DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE THAT A DIRECTOR HAS FAILED TO DISCLOSE A POSSIBLE CONFLICT OF INTEREST, THE BOARD WILL AFFORD THAT DIRECTOR AN OPPORTUNITY TO EXPLAIN. THE BOARD WILL CONDUCT FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES. THAT DIRECTOR WILL BE RECUSED FROM THE BOARD MEETING WHILE A DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. IF THE BOARD DETERMINES THAT THE BOARD MEMBER FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE PROCESS FOR DETERMINING THE COMPENSATION OF NAFI TOP MANAGEMENT OFFICIALS, INCLUDING THE CEO, ALL OFFICERS, AND KEY EMPLOYEES, MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION PROVISIONS UNDER TREAS. REG. 53.4958-6. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY THE ORGANIZATION'S BOARD OF DIRECTORS WHO ARE INDEPENDENT OF MANAGEMENT AND FREE OF ANY CONFLICTS OF INTEREST THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. PRIOR TO MAKING ANY COMPENSATION DECISIONS, NAFI CONDUCTS PERIODIC ANALYSIS OF LIKE POSITIONS AT COMPARABLE HUMAN SERVICE ORGANIZATIONS. THE CEO COMPLETES EVALUATION SUMMARIES OF ALL EXECUTIVE DIRECTORS WHICH ARE REVIEWED, DISCUSSED AND APPROVED AT AN EXECUTIVE SESSION OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ALSO COMPLETES AN EVALUATION SUMMARY FOR THE CEO AND FOLLOWS THE SAME REVIEW AND APPROVAL PROCESS. ONCE COMPENSATION IS DETERMINED, IT IS ADEQUATELY DOCUMENTED BY THE CEO AND BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO POSTED ON THE WEBSITE OF THE MASSACHUSETTS'S ATTORNEY GENERAL AND WWW.GUIDESTAR.ORG. Form 990, Part IX, Line 11g Other Fees Data Processing - Total Expense: 359447, Program Service Expense: 0, Management and General Expenses: 359447, Fundraising Expenses: ; Consultant - Total Expense: 589191, Program Service Expense: 529684, Management and General Expenses: 59507, Fundraising Expenses: ; Staff Training - Total Expense: 126655, Program Service Expense: 125000, Management and General Expenses: 1655, Fundraising Expenses: ; NFI MASSACHUSETTS INC 300 ROSEWOOD DRIVE SUITE 101 DANVERS MA 01923 237378470 SOCIAL SERVICES MA 501(c)(3) 10 NAFI true NFI NORTH INC 40 PARK LANE CONTOOCOOK NH 03229 043161042 SOCIAL SERVICES NH 501(c)(3) 10 NAFI true NFI VERMONT INC 30 AIRPORT ROAD SOUTH BURLINGTON VT 05403 030304434 SOCIAL SERVICES VT 501(c)(3) 10 NAFI true NAFI CONNECTICUT INC 49-51 WETHERSFIELD AVE HARTFORD CT 06114 900059160 SOCIAL SERVICES CT 501(c)(3) 10 NAFI true false false false false false false false false false true false true false false true true true false false NFI VERMONT INC L 960693 % OF REVENUE NFI VERMONT INC P 69736 ACTUAL EXPENSE NFI MASSACHUSETTS INC L 1835072 % OF REVENUE NFI NORTH INC L 2065589 % OF REVENUE NFI NORTH INC P 185957 ACTUAL EXPENSE NAFI CONNECTICUT INC L 1241116 % OF REVENUE NAFI CONNECTICUT INC J 90821 ACTUAL EXPENSE Schedule R, Part V RELATED PARTY TRANSACTIONS NFI VERMONT, INC. NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) CHARGES AN AFFILIATE, NFI VERMONT, INC. (NFIV) AN ADMINISTRATIVE MANAGEMENT FEE FOR SUPPORTING SERVICE COSTS THAT NAFI INCURS ON BEHALF OF THE SUBSIDIARIES. THESE ALLOCATED COSTS AMOUNTED TO $960,693 FOR THE YEAR ENDED JUNE 30, 2025. IN ADDITION, NFIV PAYS NAFI A PROPERTY CHARGE FOR USAGE OF CERTAIN FIXED ASSETS OF NAFI. THIS CHARGE WAS $2,655 FOR THE YEAR ENDED JUNE 30, 2025. COST REIMBURSEMENT OVERPAYMENTS HAVE RESULTED IN A BALANCE DUE TO NFIV AS OF JUNE 30, 2025 IN THE AMOUNT OF $69,736. THIS AMOUNT IS EXPECTED TO BE PAID WITHIN ONE YEAR. NFI MASSACHUSETTS, INC. NAFI CHARGES AN AFFILIATE, NFI MASSACHUSETTS, INC. (NFI) AN ADMINISTRATIVE MANAGEMENT FEE FOR SUPPORTING SERVICE COSTS THAT NAFI INCURS ON BEHALF OF THE SUBSIDIARIES. THESE ALLOCATED COSTS AMOUNTED TO $1,835,072 FOR THE YEAR ENDED JUNE 30, 2025. IN ADDITION, NFI PAYS NAFI A PROPERTY CHARGE FOR USAGE OF CERTAIN FIXED ASSETS OF NAFI. THIS CHARGE WAS $5,367 FOR THE YEAR ENDED JUNE 30, 2025. COST REIMBURSEMENT OVERPAYMENTS HAVE RESULTED IN A BALANCE DUE TO NFI AS OF JUNE 30, 2025 IN THE AMOUNT OF $47,115. THIS AMOUNT IS EXPECTED TO BE PAID WITHIN ONE YEAR. NFI NORTH, INC. NAFI CHARGES AN AFFILIATE, NFI NORTH, INC. (NFIN), AN ADMINISTRATIVE MANAGEMENT FEE FOR SUPPORTING SERVICE COSTS THAT NAFI INCURS ON BEHALF OF THE SUBSIDIARIES. THESE ALLOCATED COSTS AMOUNTED TO $2,065,589 FOR THE YEAR ENDED JUNE 30, 2025. IN ADDITION, NFIN PAYS NAFI A PROPERTY CHARGE FOR USAGE OF CERTAIN FIXED ASSETS OF NAFI. THIS CHARGE WAS $14,339 FOR THE YEAR ENDED JUNE 30, 2025. COST REIMBURSEMENT OVERPAYMENTS HAVE RESULTED IN A BALANCE TO NFIN AS OF JUNE 30, 2025 IN THE AMOUNT OF $185,957. THIS AMOUNT IS EXPECTED TO BE PAID WITHIN ONE YEAR. NAFI CONNECTICUT, INC. NAFI CHARGES AN AFFILIATE, NAFI CONNECTICUT, INC. (NAFICT), AN ADMINISTRATIVE MANAGEMENT FEE FOR SUPPORTING SERVICE COSTS THAT NAFI INCURS ON BEHALF OF THE SUBSIDIARIES. THESE ALLOCATED COSTS AMOUNTED TO $1,241,116 FOR THE YEAR ENDED JUNE 30, 2025. IN ADDITION, NAFICT PAYS NAFI A PROPERTY CHARGE FOR USAGE OF CERTAIN FIXED ASSETS OF NAFI. THIS CHARGE WAS $90,821 FOR THE YEAR ENDED JUNE 30, 2025. COST REIMBURSEMENT UNDERPAYMENTS HAVE RESULTED IN A BALANCE DUE TO NAFI AS OF JUNE 30, 2025 IN THE AMOUNT OF $17,757 AND OVERPAYMENTS HAVE RESULTED IN A BALANCE DUE TO NAFICT AS OF JUNE 30, 2025 IN THE AMOUNT OF $31,200. THESE AMOUNTS ARE EXPECTED TO BE PAID WITHIN ONE YEAR.