NORTH AMERICAN FAMILY INSTITUTE INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- NORTH AMERICAN FAMILY INSTITUTE INC (EIN 04-2921507)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-19
- IRS object ID
- 201110199349300701
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-19T10:12:12-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042921507 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North American Family Institute Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 9785380286 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 Howley Street | AddressLine1 |
| City | Peabody | City |
| State | MA | State |
| ZIP Code | 01960 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel Nakamoto | Name |
| Title | Treasurer/Exec Dir Admin | Title |
| Date Signed | 2011-01-17 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr Yitzhak Bakal | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 Howley Street | AddressLine1 |
| City | Peabody | City |
| State | MA | State |
| ZIP Code | 01960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24201156 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 9242 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.nafi.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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 and the world around them. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 583 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 141834 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 191370 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25287937 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24006305 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -11003 | InvestmentIncomePriorYear |
| Investment Income Current Year | -9503 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18966 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3020 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25437734 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24191192 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18019057 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16932768 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7954273 | OtherExpensePriorYear |
| Other Expenses Current Year | 7643821 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25973330 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24576589 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -535596 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -385397 | RevenuesLessExpensesCY |
| Total Assets BOY | 13013545 | TotalAssetsBOY |
| Total Assets EOY | 13757497 | TotalAssetsEOY |
| Total Liabilities BOY | 8463361 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9027715 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4550184 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4729782 | NetAssetsOrFundBalancesEOY |
| Mission Description | NAFI's mission is to create community environments based upon principles of dignity and respect that help children, adults and families to grow and change to better their lives. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | true | SignificantChange |
| Expense | 3764066 | Expense |
| Revenue | 4212248 | Revenue |
| Description | Alternatives in Rhode Island: Therapeutic residential community where the residents attend school on grounds. Program staff works with residents to provide unique, fun, and educational experiences while still assuring that treatment and safety are the primary concerns. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1764578 | Expense |
| Revenue | 1931174 | Revenue |
| Description | The Monticello New Life Program, located in Monticello, Florida, is a residential treatment program serving adolescent females committed to the Department of Juvenile Justice. The Program is specifically designed to meet the security, treatment, life skills, and transition needs of adolescent girls involved with the juvenile justice system. NAFI provides educational services on-site, and gender-specific programming based on its extensive experience in providing residential services for adolescent females. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1726289 | Expense |
| Revenue | 1794554 | Revenue |
| Description | Multi-systemic Therapy (MST) is a unique, goal-oriented, comprehensive treatment program designed to serve youths with serious behavioral problems in their communities. *See Schedule O* | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 11788119 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 16068329 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 19043052 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 87 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 583 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANIEL NAKAMOTO | NamePerson |
| Telephone Number | 9785380286 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 HOWLEY STREET | AddressLine1 |
| City | Peabody | City |
| State | MA | State |
| ZIP Code | 01960 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Dr Nancy Grossman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Rev Kent Johnson | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Dennis Lewis | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Dr William Madaus | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Roger Marcorelle | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Barney Weinstein | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| James Zafris | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Margaret N Zusky | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Howard Rich | ||||||||
| Chairman of the Board | 1.0 | X | 0 | 0 | 0 | X | ||
| Dr Barbara Vinick | ||||||||
| Clerk & Director | 1.0 | X | 0 | 0 | 0 | X | ||
| Dr Yitzhak Bakal | ||||||||
| President | 38.0 | 265504 | 0 | 6531 | X | |||
| Daniel Nakamoto | ||||||||
| Treasurer/Exec Dir Admin | 40.0 | 101790 | 0 | 6776 | X | |||
| Pamela Bruce | ||||||||
| Chief Financial Officer | 40.0 | 94461 | 0 | 1728 | X | |||
| Hildegarde Paris | ||||||||
| Executive Director | 40.0 | 152968 | 0 | 5481 | X | |||
| James Isenburg | ||||||||
| Director of Marketing | 40.0 | 152286 | 0 | 3531 | X | |||
| Stephen Hahn | ||||||||
| Executive Director | 40.0 | 119766 | 0 | 1728 | X | |||
| Charles Myers | ||||||||
| Executive Director | 40.0 | 100722 | 0 | 5673 | X | |||
| Paul Dann | ||||||||
| Executive Director | 40.0 | 121897 | 0 | 6276 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1109394 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 37724 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Mindshift Technologies | |||||
| PO Box 200105 | PITTSBURGH | PA | 15251 | Info Technology | 292987 |
| Butler Hospital - Consultants | |||||
| 345 Blackstone Blvd Finance Departm | PROVIDENCE | RI | 02906 | Medical Services | 119833 |
| KPMG LLP | |||||
| DEPT 0579 BOX 120001 | DALLAS | TX | 75312 | AUDITOR | 154500 |
| J Murtagh Construction | |||||
| 31 Mercier Avenue | SOMERSET | MA | 02725 | General Contractor | 127943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 191370 | AllOtherContributions |
| Noncash Contributions | 7416 | NoncashContributions |
| Total Contributions | 191370 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEES/CONTRACTS FROM GOVERNMENT AGENCIES | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 24006305 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24006305 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24006305 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 461 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $461 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 9964 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -9964 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9964 | TotalRevenueColumn |
| Exclusion | -$9,964 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 3020 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3020 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3020 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24191192 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24009325 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$9,503 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 791056 | Total |
| Management And General | 791056 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12352461 | Total |
| Program Services | 10101036 | ProgramServices |
| Management And General | 2251425 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2864126 | Total |
| Program Services | 2209103 | ProgramServices |
| Management And General | 655023 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 925125 | Total |
| Program Services | 710976 | ProgramServices |
| Management And General | 214149 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147987 | Total |
| Program Services | 84709 | ProgramServices |
| Management And General | 63278 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2218861 | Total |
| Program Services | 1835474 | ProgramServices |
| Management And General | 383387 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8511 | Total |
| Program Services | 8042 | ProgramServices |
| Management And General | 469 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91913 | Total |
| Program Services | 61014 | ProgramServices |
| Management And General | 30899 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329071 | Total |
| Program Services | 15661 | ProgramServices |
| Management And General | 313410 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1250257 | Total |
| Program Services | 916168 | ProgramServices |
| Management And General | 334089 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339904 | Total |
| Program Services | 282221 | ProgramServices |
| Management And General | 57683 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101989 | Total |
| Program Services | 44775 | ProgramServices |
| Management And General | 57214 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184357 | Total |
| Program Services | 159226 | ProgramServices |
| Management And General | 25131 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1049423 | Total |
| Program Services | 947173 | ProgramServices |
| Management And General | 102250 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259552 | Total |
| Program Services | 219889 | ProgramServices |
| Management And General | 39663 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONSUMABLES | 1185037 | 1185037 | |
| TELECOMMUNICATIONS | 176816 | 122651 | 54165 |
| EQUIPMENT | 158156 | 103039 | 55117 |
| OTHER DIRECT | 132889 | 28252 | 104637 |
| IN-KIND CONTRIBUTIONS | 7416 | 7416 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1682 | Total |
| Program Services | 1190 | ProgramServices |
| Management And General | 492 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24576589 | Total |
| Program Services | 19043052 | ProgramServices |
| Management And General | 5533537 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276967 | BOY |
| EOY | 900616 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4091419 | BOY |
| EOY | 3662294 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37115 | BOY |
| EOY | 1486922 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 441425 | BOY |
| EOY | 93815 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14470645 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7294671 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7743221 | BOY |
| EOY | 7175974 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350272 | BOY |
| EOY | 365225 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73126 | BOY |
| EOY | 72651 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13013545 | BOY |
| EOY | 13757497 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2087447 | BOY |
| EOY | 3245770 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3533492 | BOY |
| EOY | 2879806 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2417417 | BOY |
| EOY | 2552345 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425005 | BOY |
| EOY | 349794 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8463361 | BOY |
| EOY | 9027715 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4443656 | BOY |
| EOY | 4608553 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106528 | BOY |
| EOY | 121229 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4550184 | BOY |
| EOY | 4729782 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13013545 | BOY |
| EOY | 13757497 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 498185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 747234 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 928701 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 141834 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1438501 | CurrentTaxYear |
| Total | 3754455 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21209836 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23495349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24911580 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25287938 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24006305 | CurrentTaxYear |
| Total | 118911008 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21708021 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24242583 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25840281 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25429772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25444806 | CurrentTaxYear |
| Total | 122665463 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 122665463 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58204 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67475 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6444 | CurrentTaxYearMinus1Year |
| Current Tax Year | 461 | CurrentTaxYear |
| Total | 158663 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58204 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67475 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6444 | CurrentTaxYearMinus1Year |
| Current Tax Year | 461 | CurrentTaxYear |
| Total | 158663 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23360 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 765 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18966 | CurrentTaxYearMinus1Year |
| Current Tax Year | 161621 | CurrentTaxYear |
| Total | 209443 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21789585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24314789 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25867125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25455182 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25606888 | CurrentTaxYear |
| Total | 123033569 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99701 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99768 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00129 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00156 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 359753 | OtherCostOrOtherBasis |
| Book Value | 359753 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2047950 | OtherCostOrOtherBasis |
| Depreciation | 843485 | Depreciation |
| Book Value | 1204465 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9932285 | OtherCostOrOtherBasis |
| Depreciation | 5183957 | Depreciation |
| Book Value | 4748328 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1511044 | OtherCostOrOtherBasis |
| Depreciation | 900194 | Depreciation |
| Book Value | 610850 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 619613 | OtherCostOrOtherBasis |
| Depreciation | 367035 | Depreciation |
| Book Value | 252578 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7175974 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $349,794 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 349794 | TotalOfAmounts |
| Total Revenue | 24191192 | TotalRevenue |
| Total Expenses | 24576589 | TotalExpenses |
| Excess Or Deficit For Year | -385397 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 22601 | NetUnrealizedGLOnInvestments |
| Other | $1,003,009 | OtherAmount |
| Total Adjustments | 1025610 | TotalAdjustments |
| Excess Or Deficit Per FS | 640213 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 91475182 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 22601 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1269464 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 65991925 | OtherRevenues |
| Revenue Not Rptd F990 | 67283990 | RevenueNotRptdF990 |
| Revenue Subtotal | 24191192 | RevenueSubtotal |
| Total Revenue Per Form990 | 24191192 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 90834969 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1269464 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 64988916 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 66258380 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24576589 | ExpensesSubtotal |
| Total Expenses Per Form990 | 24576589 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Other changes in net assets | Part XI, Line 8 | Revenue of subsidiaries 66,066,604 Expenses of subsidiaries (64,988,916) Unrealized loss on interest rate swap (74,679) |
| Other revenue included in AFS but not on Form 990 | Part XII, Line 2d | Revenue of subsidiaries 66,066,604 Unrealized loss on interest rate swap (74,679) |
| Other expenses included in AFS but not on Form 990 | Part XIII, Line 2d | Expenses of subsidiaries 64,988,916 |
| Reconciliation | Part XI, XII, XIII | NAFI's audited financial statements are prepared on a consolidated basis. The reconciliation provided on Schedule D ties to the consolidated audited financial statements of NAFI. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Yitzhak Bakal | |||||||||||||
| 265504 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6531 | 0 | 272035 | 0 | 0 | 0 |
| Hildegarde Paris | |||||||||||||
| 152968 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5481 | 0 | 158449 | 0 | 0 | 0 |
| James Isenburg | |||||||||||||
| 152286 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3531 | 0 | 155817 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| New Program Services | Part III, Question 2 | Multi-systemic Therapy (MST) is a unique, goal-oriented, comprehensive treatment program designed to serve youths with serious behavioral problems in their communities. MST is the only family-focused and community-based treatment program that has been the focus of several major research studies, and demonstrated clinical- and cost effectiveness for youth with complex emotional, social, and academic needs. The major goal of MST is to empower parents with the skills and resources needed to independently address the difficulties that arise in raising teenagers and empower youth to cope with family, peer, school and neighborhood problems. Noted in Part III, Line 4c as one of the three largest program services. Alachua Academy is a moderate risk, staff secure program for adolescent girls. The staff at Alachua use evidence-based program models to provide treatment and services, including a focus on Substance Abuse intervention. Programming also includes both an academic and vocational component as well as GED preparation, provided through a cooperative agreement with the Alachua School District. |
| Significant Changes to Program Service | Part III, Question 3 | Thomas O'Farrell Youth Center in Maryland: Residential treatment facility for adjudicated male adolescents. Youth receive treatment and educational services with the goal of reducing further involvement with the legal system and preparing them to be responsible adults. The program was closed by mutual agreement with the funding source. DeFuniak Springs Program in Florida: The Serious Habitual Offender Program and Intensive Halfway House are residential treatment services for high-risk boys. Goal is to help the resident become a respectful and responsible member of our community and when they return to their home community they will be able to instill the ideas and behaviors they have learned while at our program and help reduce juvenile crime in their home community and throughout the state. The contract was awarded to another organization. |
| Program Service Accomplishments | Part III, Line 4c | Multi-systemic Therapy (MST) is a unique, goal-oriented, comprehensive treatment program designed to serve youths with serious behavioral problems in their communities. MST is the only family-focused and community-based treatment program that has been the focus of several major research studies, and demonstrated clinical- and cost effectiveness for youth with complex emotional, social, and academic needs. The major goal of MST is to empower parents with the skills and resources needed to independently address the difficulties that arise in raising teenagers and empower youth to cope with family, peer, school and neighborhood problems. Part III, Line 4d Other Program Services: The majority of program in this category include residential programs such as group homes and shelters for youth referred from juvenile justice and child welfare agencies. NAFI operates one residence for developmentally disabled adults. The balance of programs is community based services including foster care, wrap around, and a school for youth in detention. |
| Form 990 Review Process | Part VI, Section B, Line 11A | Information is gathered from the business office/executive directors by the Chief Financial Officer and is used to populate the Form 990's 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. |
| Conflict of Interest | Part VI, Section B, Question 12c | 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 recuse 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. |
| Compensation Policy | Part VI, Section B, Question 15b | Annually the executive director, board of directors and parent organization CEO participate in an evaluation process. The Executive Director completes a self evaluation reflecting on accomplishments, areas of growth and goals for the coming year. The Board of Directors also completes an evaluation summary for the Executive Director as does the CEO of the parent organization. This information is reviewed and discussed at an executive session of the Board of Directors. Salary considerations are part of this process and include approvals by the CEO of the parent organization and the Board of Directors. Other key employees of the organization are reviewed by the Executive Director using a similar process and salary considerations are a part of the overall budget approved by the Board of Directors. Current market and Form 990 of other comparable organizations are tools used to establish comparable compensation. |
| Public Disclosure | Part VI, Section C, Question 19 | 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. |
| Related Party Transactions | Schedule R, Part V | NFI Vermont North American Family Institute, Inc. (NAFI), an affiliate, charges an administrative management fee for supporting service costs that NAFI incurs on behalf of the Company. These allocated costs amounted to $575,173 for the year ended June 30, 2010, and have been included in supporting services expenses in the accompanying statements of activities and functional expenses. Underpayments to NAFI resulted in a balance due from NFIV as of June 30, 2010 in the amount of $141,346. This amount has been reported as due to affiliate in the accompanying statement of financial position and is expected to be paid within one year. Overpayments to NAFI resulted in a balance due from NAFI as of June 30, 2010 in the amount of $59,833. This amount has been reported as due to affiliate in the accompanying statement of financial position and is not expected to be paid within one year. NFI Massachusetts North American Family Institute, Inc. (NAFI), an affiliate, charges an administrative management fee and an estimated property usage fee for supporting service costs that NAFI incurs on behalf of the Company. These allocated costs amounted to $1,042,404 for the year ended June 30, 2010 and have been included in supporting services in the accompanying statement of activities and functional expenses. In addition, NFI Pays NAFI a property charge for usage of certain fixed assets of NAFI. This charge was $12,891 for the year ended June 30, 2010 and has been included in the accompanying statements of activities and functional expenses. Underpayments to NAFI resulted in a balance due from NFI as of June 30, 2010 in the amount of $212,148. This amount has been reported as due to affiliate in the accompanying statement of financial position and is expected to be paid within one year. Overpayments to NAFI resulted in a balance due from NAFI as of June 30, 2010 in the amount of $119,666. This amount has been reported as due to affiliate in the accompanying statement of financial position and is not expected to be paid within one year. |
| NFI North | North American Family Institute, Inc. (NAFI), an affiliate, charges an | administrative management fee for supporting service costs that NAFI incurs on behalf of the Company. These allocated costs amounted to $646,880 for the year ended June 30, 2010, and have been included in supporting services expenses in the accompanying statements of activities and functional expenses. In addition, NFIN pays NAFI a property charge for usage of certain fixed assets of NAFI. This charge was $55,740 for the year ended June 30, 2010, and has been included in the accompanying statements of activities and functional expenses. NAFI is committed to providing the necessary level of support to its affiliates. Advances from NAFI to NFIN have been reported as due to affiliate on the accompanying statement of financial position. At June 30, 2010, such advances amounted to $137,628, which is expected to be paid within one year. Overpayments to NAFI resulted in a balance due from NAFI as of June 30, 2010 in the amount of $78,243. This amount has been reported as due to affiliate in the accompanying statement of financial position and is not expected to be paid within one year. NAFI Connecticut North American Family Institute, Inc. (NAFI), an affiliate, charges an administrative management fee for supporting service costs that NAFI incurs on behalf of the Company. These allocated costs amounted to $1,016,257 for the year ended June 30, 2010 and have been included in supporting services expenses in the accompanying statements of activities and functional expenses. In addition, NAFICT pays NAFI a property charge for usage of certain fixed assets of NAFI. This charge was $303,098 for the year ended June 30, 2010 and has been included in the accompanying statements of activities and functional expenses. Underpayments to NAFI resulted in a balance due from NAFICT as of June 30, 2010 in the amount of $425,358. This amount has been reported as due to affiliate in the accompanying statement of financial position and is expected to be paid within one year. Overpayments to NAFI resulted in a balance due from NAFI as of June 30, 2010 in the amount of $92,051. This amount has been reported as due to affiliate in the accompanying statement of financial position and is not expected to be paid within one year. NAFI and affiliated corporations may periodically make short term loans, not to exceed one year, to its affiliated corporation, secured by documentation evidencing such indebtedness. The documentation shall include date and amount of the request, interest rate and other appropriate terms approved by the Executive Director of Administrative Services and the Executive Director of the borrowing affiliated corporation. In fiscal 2010, NAFICT provided support to its affiliates through use of certain cash reserves with an interest fee, based on prime rate less 0.50. The amount of related interest income recorded in the accompanying statement of activities for the year ended June 30, 2010 was $46,063. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| NFI Massachusetts Inc | |||||||||
| 26 Howley Street | Peabody | MA | 01960 | 237378470 | Social Svcs | MA | 501(c)(3) | 9 | NAFI |
| NFI North Inc | |||||||||
| 40 Park Lane | Contoocook | NH | 03229 | 043161042 | Social Svcs | NH | 501(c)(3) | 9 | NAFI |
| NFI Vermont Inc | |||||||||
| 30 Airport Road | South Burlington | VT | 05403 | 030304434 | Social Svcs | VT | 501(c)(3) | 9 | NAFI |
| NAFI Connecticut Inc | |||||||||
| 20 Batterson Park RdSuite 301 | Farmmington | CT | 06032 | 900059160 | Social Svcs | CT | 501(c)(3) | 9 | NAFI |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Captive Advantage LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 550 | AddressLine1 |
| City | Westborough | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264681578 | EIN |
| Primary Activity | Captive Cell | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAFI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| NFI Vermont Inc | |
| p | 575173 |
| NFI Vermont Inc | |
| q | 59833 |
| NFI Vermont Inc | |
| r | 141346 |
| NFI Massachusetts Inc | |
| p | 1042404 |
| NFI Massachusetts Inc | |
| q | 119666 |
| NFI Massachusetts Inc | |
| r | 212148 |
| NFI North Inc | |
| i | 55740 |
| NFI North Inc | |
| p | 646880 |
| NFI North Inc | |
| q | 78243 |
| NFI North Inc | |
| r | 137628 |
| NAFI Connecticut Inc | |
| i | 303098 |
| NAFI Connecticut Inc | |
| p | 1016257 |
| NAFI Connecticut Inc | |
| q | 92051 |
| NAFI Connecticut Inc | |
| r | 425358 |