2026-05-06T11:02:34-05:00 2025-08-31 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2024-09-01 362682639 The Family Institute FAMI 8477334300 618 Library Place Evanston IL 602012908 Jana Jones President & CEO 8477334300 2026-04-28 1 1 Ariel Garcia P02244437 3126343400 2026-04-28 2024 2025-03-06 01:10:19Z Jana Jones 618 Library Place Evanston IL 602012908 47233909 0 X www.Family-Institute.org X 1969 IL Clinical services, education programs and research activities. 19 18 223 132 0 0 743704 634088 42171610 45646091 780019 900662 105515 -32934 43800848 47147907 1273693 1372702 0 0 22463099 23260296 0 0 537966 18666466 20906837 42403258 45539835 1397590 1608072 33312264 30393369 10976195 5902119 22336069 24491250 X Our mission is to strengthen and heal families and individuals from all walks of life through clinical service, education and research. 0 0 26004693 1346561 33447955 Graduate Education: The Family Institute (TFI) is preparing the next generation of leaders in mental health as a premier provider of two Master-level programs, Marriage and Family Therapy and Counseling. All teaching faculty are dedicated to ensuring students receive the most hands-on experiential training possible both at TFI and in the community. 13779058 0 12111315 Clinical Practice: TFI's clinical practice brings together a diverse collection psychotherapists as well as psychiatrists and neuropsychological assessment psychologists into a world-class system of mental health care. In our work to develop the next generation of leaders and innovators in couple and family therapy, this system includes postdoctoral and postgraduate fellows as well as psychiatry residents with Northwestern Medicine. See Schedule O for continuation.While our practice is made up of clinicians with diverse training backgrounds, licensures, board accreditations, and specialties, our approach to care through a relationship-based and systemic lens defines us collectively. We respect and understand our clients in the context of their relationships, life stage and community. We provide individuals, couples and families from all walks of life treatment that is empirically informed, theoretically grounded and culturally responsive. We know that mental health is inextricably woven with whole health, and we are proud to be a partner with our clients on their path to greater well-being. 1309064 0 0 The Bette D. Harris Family and Child Clinic delivers complimentary therapy sessions via teletherapy and at our Chicago and Evanston office locations. Staffed by graduate-level therapists-in-training from Northwestern University's Counseling and Marriage and Family Therapy programs, under the guidance of our experienced licensed therapists, we collectively provide profoundly meaningful and accessible therapy experiences for our clients. 691835 26141 86821 Research is fully integrated into our clinical and education efforts, as well as our relationship with Northwestern University. Through active research projects and external grants, The Family Institute's researchers continue to advance the field of behavioral health and prioritize sharing their findings with the larger community. 691835 26141 86821 41784650 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 255 0 1 223 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X Michael Szczepanek 8477334300 618 Library Place Evanston IL 602012908 Jana Jones President / CEO 40.00 X X 581036 0 42855 Esther Franklin Chair 1.00 X X 0 0 0 Kevin Gates Vice Chair 1.00 X X 0 0 0 Leslie M Barker Director 1.00 X 0 0 0 Ana R Bugan Director 1.00 X 0 0 0 Susan Canmann Director 1.00 X 0 0 0 Diana Cordova Director 1.00 X 0 0 0 Lauren Elrod Director 1.00 X 0 0 0 Maritza Gibbons Director 1.00 X 0 0 0 John Goodman Director 1.00 X 0 0 0 Amy Gray Director 1.00 X 0 0 0 Roxanne Hori Director 1.00 X 0 0 0 Rebecca Huston Director 1.00 X 0 0 0 Marco Iannotta Director 1.00 X 0 0 0 Catherine Lamb-Heinz Director 1.00 X 0 0 0 Laura E Sachs Director 1.00 X 0 0 0 Kathleen Q Sullivan Director 1.00 X 0 0 0 Pamela Szokol Director 1.00 X 0 0 0 Antonia Warren Director 1.00 X 0 0 0 Anthony Fiore CFO (until 12/10/24) 40.00 X 334355 0 13924 Jill Antoniewicz Chief Operating Officer 40.00 X 383600 0 18376 Michael Szczepanek CFO (as of 4/7/25) 40.00 X 0 0 0 Whitney Badoer Vice President of Human Resources 40.00 X 187922 0 13995 Nancy Burgoyne Chief Clinical Officer 40.00 X 262452 0 29756 Anthony Chambers Chief Academic Officer 40.00 X 347189 0 55254 Sarah Frick Chief External Relations Officer 40.00 X 251483 0 25926 Jay Lebow Senior Scholar & Therapist 40.00 X 233357 0 24154 Mudita Rastogi Department Chair, MSMFT 40.00 X 216205 0 10120 Erika Lawrence Director of Translational Science 40.00 X 208544 0 37834 Asheley Smith VP, Strategic Insights and Analytics 40.00 X 185003 0 33028 Smita Gautam Child & Adol. Psychiatrist 40.00 X 178323 0 35795 3369469 0 341017 66 0 1 0 2U Inc 7900 Harkins Rd Lanham MD 20706 Technology and Infrastucture Svcs 29787983 Double Tree by Hilton 9599 Skokie Blvd Skokie IL 60077 Event Meeting & Catering Services 444458 BDO 5300 Patterson Ave SE Suite 100 Grand Rapids MI 49512 IT Support and Software 325902 Michelle Gavin 710 Beaver Rd Glenview IL 60025 Patient Psychiatry Services 292725 ECG Management Consultants 11512 El Camino Real Suite 200 San Diego CA 92130 Consulting 250345 13 232407 11044 390637 634088 Northwestern University Graduate 611710 33447955 33447955 Clinical Practice 624100 12111315 12111315 Research 611710 76096 76096 10725 10725 45646091 928080 928080 27418 -27418 -27418 -27418 25650 232407 58584 -32934 -32934 47147907 45646091 0 867728 1372702 1372702 2537104 1266744 1023277 247083 17052920 15049607 1677937 325376 502956 435148 58187 9621 1993148 1644626 293266 55256 1174168 955058 181265 37845 49440 28061 21379 53171 53171 629943 461077 116380 52486 293325 288870 3824 631 128754 123379 3610 1765 16977720 16837877 128076 11767 1241730 1172499 69153 78 471350 458172 459 12719 9 9 407274 351708 43169 12397 159286 150503 7181 1602 Bank Charges 213808 206650 2556 4602 Bad Debt 111883 111883 Allocation of Overhead 0 706293 -470886 -235407 169144 163793 5206 145 45539835 41784650 3217219 537966 2845425 698668 5427785 8759470 25000 0 469596 633751 385335 399025 7429222 5011408 2649399 2417814 3500073 3608743 10275817 10838652 7733834 3037246 33312264 30393369 10500857 2737331 3742 0 471596 3164788 10976195 5902119 X 11205147 12830117 11130922 11661133 22336069 24491250 33312264 30393369 1608072 547109 0 X 0 1 X 1 0 X 406329 599065 935343 743704 634088 3318529 35150746 36884270 38587299 42171610 45646091 198440016 35557075 37483335 39522642 42915314 46280179 201758545 138500 306404 271929 393801 279773 1390407 0 138500 306404 271929 393801 279773 1390407 200368138 414798 466509 638251 780019 928080 3227657 414798 466509 638251 780019 928080 3227657 140000 140000 35971873 37949844 40160893 43835333 47208259 205126202 0.97680 0.97740 0.01570 0.01430 X Schedule A, Part III, Line 12, Explanation of Other Income: Forgiveness of debt - 2020 Amount: $ 0. 2021 Amount: $ 0. 2022 Amount: $ 0. 2023 Amount: $ 140,000. 2024 Amount: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10275843 1033579 470770 10838652 10444438 719510 888105 10275843 10546094 -101656 10444438 11204949 -270461 388394 10546094 8534894 3048455 378400 11204949 0.00000 0.66000 0.34000 1 0 4919517 3521459 1398058 517043 188722 328321 1992662 1301227 691435 2417814 Northwestern University Long-Term Merged Pool 10838652 F 10838652 ROU Operating Lease Asset 3037246 3037246 ROU Operating Lease Liabilities 3071366 Due to Northwestern University 93422 3164788 X 47808583 547109 54983 602092 47206491 -58584 -58584 47147907 45653402 54983 58584 113567 45539835 0 45539835 Part V, Line 4: The interest from the endowment funds is used to cover program expenses or salary expenses for directors and research chairs. The endowment funds are intended to be used for: research programs, research chairs, clinic operations, clinic research and graduate education. Part X, Line 2: The Institute follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Institute may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Institute and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities during the reporting periods covered by these financial statements. The Institute files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. The Institute is generally no longer subject to examination by the Internal Revenue Service for years before fiscal 2021. Part XI, Line 4b - Other Adjustments: Fundraising Expenses -58,584. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 58,584. Gratitude Gala 258057 232407 25650 12474 27593 9988 8529 258057 232407 25650 12474 27593 9988 8529 58584 -32934 1 Harris Scholarships 8 200000 Research & Education Stipends 49 26141 Counseling Online Scholarships 228 921883 MFT Online Scholarships 55 196928 The Family Institute Assistantships / Other 13 27750 Part I, Line 2: The grant funds awarded are to be applied only toward tuition and are not disbursed directly to the recipients. The Organization has an internal account with Northwestern University. Information noting how much each recipient is to receive in grant funds per quarter is submitted online through Northwestern's Student Enterprise System and Northwestern debits The Family Institute's account for the expense over the course of the school year. Northwestern then applies the funds directly to the students' financial account. X X X X 0 0 0 0 0 0 0 1 0 Jana Jones President / CEO 486433 0 92623 0 1980 0 12296 0 30559 0 623891 0 0 0 Anthony Chambers Chief Academic Officer 294232 0 52267 0 690 0 13522 0 41732 0 402443 0 0 0 Jill Antoniewicz Chief Operating Officer 322203 0 60707 0 690 0 13433 0 4943 0 401976 0 0 0 Anthony Fiore CFO (until 12/10/24) 289149 0 44516 0 690 0 12179 0 1745 0 348279 0 0 0 Nancy Burgoyne Chief Clinical Officer 231297 0 29175 0 1980 0 10476 0 19280 0 292208 0 0 0 Sarah Frick Chief External Relations Officer 217335 0 33848 0 300 0 9846 0 16080 0 277409 0 0 0 Jay Lebow Senior Scholar & Therapist 215836 0 15049 0 2472 0 9019 0 15135 0 257511 0 0 0 Erika Lawrence Director of Translational Science 206546 0 1308 0 690 0 8418 0 29416 0 246378 0 0 0 Mudita Rastogi Department Chair, MSMFT 207750 0 7165 0 1290 0 8332 0 1788 0 226325 0 0 0 Asheley Smith VP, Strategic Insights and Analytics 177737 0 7000 0 266 0 7260 0 25768 0 218031 0 0 0 Smita Gautam Child & Adol. Psychiatrist 178023 0 0 0 300 0 7394 0 28401 0 214118 0 0 0 Whitney Badoer Vice President of Human Resources 166054 0 21637 0 231 0 7524 0 6471 0 201917 0 0 0 Part I, Line 7 The Family Institute utilizes an external consulting company to review and recommend executive compensation, including bonuses, based on external benchmark data. Executive bonuses are contingent upon the achievement of predefined performance metrics, including financial performance, operational performance, and strategic/individual performance. Related to substantial contributor #26 35% controlled entity of substantial contributor 2693032 Health Insurance 0 Related to substantial contributor #26 35% controlled entity of substantial contributor 204883 Health Insurance 0 Form 990, Part I, Doing Business As: The Family Institute at Northwestern University Form 990, Part VI, Section B, line 11b The IRS Form 990 draft is reviewed by the CFO and Controller prior to being presented to both the Finance and Executive Committees. It is signed by an officer of the Corporation. The Form 990 is placed on the Institute's intranet site for Board member review prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c On an annual basis, officers, key employees, and Board members are required to complete a conflict of interest form. The forms will be made available to officers, key employees, and Board members in September of each year with completed forms being returned before the Annual Meeting of the Board of Directors in October. Completion of this form is mandatory for Board membership. The forms are reviewed by management to discuss if any potential conflict exists. Management and the Board determine if a conflict exists based on the information and determine the course of action to be taken. Form 990, Part VI, Section B, line 15 Policy: A Compensation Committee of the Board of Directors meets prior to the beginning of the fiscal year to review and approve the executive compensation. Process: Benchmarks for executive compensation are provided by an independent third-party consulting firm and are shared and reviewed by the Compensation Committee for the leadership team, including specific compensation for the CEO. Total compensation is approved as a part of our annual budget. Form 990, Part VI, Section C, line 19 Policy: IRS Form 990, Board of Director's Conflict of Interest policies and financial statements shall be made available for public inspection upon request. Documents will be made available for public inspection at the discretion of the Board pursuant to the same period of disclosure as provided in Section 6104(d). Procedure: 1. The Institute will have a copy of IRS Form 990 available for public inspection, upon written request, at the Evanston location once the form has been filed with the IRS. Granting agencies may request and receive a copy when the Institute is applying for grants. 2. The Institute's IRS determination letter for 501(c)(3) status is available upon request. 3. The Board Conflict of Interest policy and disclosures and financial statements will be available upon written request at the Evanston location. Other governing documents will be made available for public inspection at the discretion of the Board. Psychotherapy Change LLC 618 Library Place Evanston IL 60201 800553076 Research IL 0 0 The Family Institute