2024-06-13T12:44:23-05:00 2023-08-31 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2022-09-01 362682639 The Family Institute FAMI 8477334300 618 Library Place Evanston IL 602012908 Jana Jones President & CEO 8477334300 2024-06-12 1 Jana Jones XXX-XX-XXXX 1 Ariel Garcia P02244437 3126343400 2024-06-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z See Schedule O Jana Jones 618 Library Place Evanston IL 602012908 40190809 0 X www.Family-Institute.org X 1969 IL Clinical services, education programs and research activities. 21 20 208 138 0 0 599065 935343 36884270 38587299 466071 638251 0 -20983 37949406 40139910 1080715 1120567 0 0 18931791 20947883 0 0 201048 16492024 16741122 36504530 38809572 1444876 1330338 23859690 30969324 4022823 10402882 19836867 20566442 X Our mission is to strengthen and heal families and individuals from all walks of life through clinical service, education and research. 0 0 22125770 1067189 26053488 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. 12387569 0 12388988 Clinical Practice: TFI's licensed psychotherapists offer comprehensive therapy, psychiatry, and neuropsychological assessment services to individuals, couples, and families from all walks of life. Our treatments are empirically informed, theoretically grounded and culturally responsive. See Schedule O for continuation.Each of our respected and caring professionals specializes in specific issues so that clients are matched with an expert in a particular area of care. Teams of psychotherapists are also available for clinical consultation on certain cases, bringing a wealth of knowledge and experience to clients. The Clinical Practice also includes cohorts of postgraduate and postdoctoral fellows who provide comprehensive therapy services while receiving advanced, intensive training for mental health professionals and supervision from senior staff. The goal of this program is to develop the next generation of leaders and innovators in couple/family therapy and couple/family psychology. 1548239 0 0 The Bette D. Harris Family and Child Clinic delivers complimentary therapy sessions via teletherapy and at our Millenium Park 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. 751959 53378 144823 Research: Research is fully integrated into our clinical and education efforts, as well as our relationship with Northwestern University. Through 15 active research projects and 3 external grants, The Family Institute's researchers continue to advance the field of behavioral health and prioritize sharing their findings with the larger community. During the 2023 fiscal year, our researchers generated an impressive array of outputs: 7 peer-reviewed articles, 11 book chapters/encyclopedia entries, 18 research talks/symposia, 19 poster presentations, and 5 new community partnerships. 751959 53378 144823 36813537 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 0 0 0 0 0 1 0 0 0 0 1 218 0 1 208 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X Anthony Fiore 8477334300 618 Library Place Evanston IL 602012908 Jana Jones President / CEO 40.00 X X 503593 0 33018 Catherine Lamb-Heinz Chair 1.00 X X 0 0 0 Esther Franklin 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 Julian G Coleman Jr CPA Director 1.00 X 0 0 0 Lauren Elrod Director 1.00 X 0 0 0 Louis Fogel Director 1.00 X 0 0 0 Kevin Gates 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 Viviana E Ploper LIC LCPC Director 1.00 X 0 0 0 Marjorie Cowan Rallins Director 1.00 X 0 0 0 Michele Rogers MBA Director 1.00 X 0 0 0 Laura E Sachs Director 1.00 X 0 0 0 Horace E Smith II MD Director 1.00 X 0 0 0 Michael Stelmacki 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 Deborah E Youderian Director 1.00 X 0 0 0 Jill Antoniewicz COO, Clinical Services 40.00 X 312982 0 14734 Anthony Fiore CFO (As of Jan 2023) 40.00 X 0 0 0 Anthony Chambers Chief Academic Officer 40.00 X 299221 0 47856 Nancy Burgoyne Chief Clinical Officer 40.00 X 228023 0 31999 Smita Gautam Child & Adol. Psychiatrist 40.00 X 266187 0 32801 Jay Lebow Senior Staff Therapist 40.00 X 246898 0 20972 Mudita Rastogi Department Chair, MSMFT 40.00 X 202314 0 8200 Donna Baptiste Department Chair, Counseling 40.00 X 202449 0 17706 Douglas Breunlin Staff Therapist 40.00 X 193709 0 27056 Dhiren Shah Former CFO (Until July 2022) 0.00 X 127978 0 11793 2583354 0 246135 57 1 1 0 2U Inc 7900 Harkins Rd Lanham MD 20706 Technology and Infrastucture Svcs 23758269 Northwestern University 619 Clark St Evanston IL 60208 Building Maintenance 473074 BDO 2715 Jorie Blvd Suite 100 Oak Brook IL 60523 IT Support and Software 433239 AdvancedMD 698 W 10000 S South Jordan UT 84095 EHR Technology Support 292994 Michelle Gavin 710 Beaver Rd Glenview IL 60025 Patient Psychiatry Services 282495 14 165477 95257 674609 935343 Northwestern University Graduate 611710 26053488 26053488 Clinical Practice 624100 12388988 12388988 Research 611710 144823 144823 38587299 638251 638251 29916 165477 50899 -20983 -20983 40139910 38587299 0 617268 1120567 1120567 1840122 1020873 701676 117573 16213950 14569180 1278713 366057 405139 348733 45761 10645 1372622 1168367 162355 41900 1116050 942504 139395 34151 7098 7098 52944 52944 909529 903180 366 5983 75206 69313 4557 1336 124512 118299 4752 1461 12810684 12690548 108733 11403 1198724 1142170 56554 453148 452842 -174 480 1061 1061 449471 401410 38604 9457 135451 124808 8231 2412 Bank Charges 335932 331722 4210 Bad Debt 124556 124556 Board Expense 3508 3508 Allocation of Overhead 0 1218443 -812338 -406105 59298 58924 289 85 38809572 36813537 1794987 201048 4855504 5270833 2373281 2572320 27500 1700 422935 421426 171091 141965 6898564 4435107 2824318 2463457 2499125 1977548 10546094 10444438 139842 7675637 23859690 30969324 3243708 8790043 759975 213265 19140 1399574 4022823 10402882 X 8600161 9742448 11236706 10823994 19836867 20566442 23859690 30969324 1330338 -600763 0 X 0 1 X 1 0 X 520265 712971 406329 599065 935343 3173973 24790031 30604946 35150746 36884270 38587299 166017292 25310296 31317917 35557075 37483335 39522642 169191265 215800 322558 138500 306404 271929 1255191 0 215800 322558 138500 306404 271929 1255191 167936074 387689 405716 414798 466509 638251 2312963 387689 405716 414798 466509 638251 2312963 25697985 31723633 35971873 37949844 40160893 171504228 0.97920 0.97770 0.01350 0.01340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10546094 -101656 10444438 11204949 -270461 388394 10546094 8534894 3048455 378400 11204949 8419751 489102 373959 8534894 9011175 115035 706459 8419751 0.00000 0.68000 0.32000 1 0 4898316 3276499 1621817 604921 269542 335379 1395327 889066 506261 2463457 Northwestern University Long-Term Merged Pool 10444438 F 10444438 Due From Northwestern University 6772651 ROU Operating Lease Asset 902986 7675637 ROU Operating Lease Liabilities 1399574 1399574 X 39606851 -600763 16805 -583958 40190809 -50899 -50899 40139910 38877276 16805 50899 67704 38809572 0 38809572 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 2020. Part XI, Line 4b - Other Adjustments: Fundraising Expenses -50,899. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 50,899. Gratitute Gala 195393 165477 29916 0 0 9170 27800 725 13204 195393 165477 29916 9170 27800 725 13204 50899 -20983 1 Counseling@NU Scholarships 247 591912 The Graduate School/The Family Institute Assistantships 77 192750 Harris Scholarships 9 204895 Other 19 29250 Research & Education Stipends 365 7250 MFT@NU Scholarships 24 89659 Golub Endowment Scholarship 49 4851 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 438049 0 64760 0 784 0 10675 0 22343 0 536611 0 0 0 Anthony Chambers Chief Academic Officer 264219 0 34729 0 273 0 10675 0 37181 0 347077 0 0 0 Jill Antoniewicz COO, Clinical Services 277842 0 34867 0 273 0 10675 0 4059 0 327716 0 0 0 Smita Gautam Child & Adol. Psychiatrist 266005 0 0 0 182 0 9625 0 23176 0 298988 0 0 0 Jay Lebow Senior Staff Therapist 199726 0 45912 0 1260 0 8657 0 12315 0 267870 0 0 0 Nancy Burgoyne Chief Clinical Officer 209295 0 17525 0 1203 0 8329 0 23670 0 260022 0 0 0 Douglas Breunlin Staff Therapist 155531 0 37196 0 982 0 6769 0 20287 0 220765 0 0 0 Donna Baptiste Department Chair, Counseling 192731 0 8524 0 1194 0 7197 0 10509 0 220155 0 0 0 Mudita Rastogi Department Chair, MSMFT 190600 0 10942 0 772 0 7054 0 1146 0 210514 0 0 0 Dhiren Shah Former CFO (Until July 2022) 127552 0 0 0 426 0 0 0 11793 0 139771 0 0 0 Part I, Line 7 Compensation committee of the Board of Directors meets prior to the beginning of the fiscal year to review and approve the bonuses for the CEO and Executive Officers based on achievement of predetermined goals aligned with the mission. 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