NORTH AMERICAN FAMILY INSTITUTE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORTH AMERICAN FAMILY INSTITUTE INC (EIN 23-7378470)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-12
- IRS object ID
- 202330129349301828
- Schema version
- 2021v4.2
- 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) |
|---|---|---|
| Return | 2023-01-12T09:09:02-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET TWO FINANCIAL | AddressLine1Txt |
| Address Line2 | CENTER | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237378470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NFI MASSACHUSETTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NFIM | BusinessNameControlTxt |
| Phone | 9785380286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ROSEWOOD DRIVE 101 | AddressLine1Txt |
| City | DANVERS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01923 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA ROCHA | PersonNm |
| Person Title | TREASURER & CFO | PersonTitleTxt |
| Phone | 9785380286 | PhoneNum |
| Signature | 2023-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAMELA | PersonFirstNm |
| Person Last | ROCHA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE LONCZAK | PreparerPersonNm |
| PTIN | P01880207 | PTIN |
| Phone | 6179881000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAMELA ROCHA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 MAPLE STREET UNIT 2 | AddressLine1Txt |
| City | STONEHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,471,231 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9242 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NFIMA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | NFI MASSACHUSETTS PROVIDES COMMUNITY BASED SERVICES FOR YOUTH, ADULTS AND FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 614 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,073 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,062 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,601,847 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,212,619 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,831 | PYInvestmentIncomeAmt |
| CY Investment Income | $64,423 | CYInvestmentIncomeAmt |
| PY Other Revenue | $79,338 | PYOtherRevenueAmt |
| CY Other Revenue | $186,418 | CYOtherRevenueAmt |
| PY Total Revenue | $31,736,089 | PYTotalRevenueAmt |
| CY Total Revenue | $30,466,522 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,291,072 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,546,469 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,958,682 | PYOtherExpensesAmt |
| CY Other Expenses | $6,880,379 | CYOtherExpensesAmt |
| PY Total Expenses | $30,249,754 | PYTotalExpensesAmt |
| CY Total Expenses | $28,426,848 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,486,335 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,039,674 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,715,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,585,039 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,951,089 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,875,345 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,764,888 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,709,694 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $17,573,564 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,421,341 | RevenueAmt |
| Desc | CHILD AND ADOLESCENT BEHAVIORAL HEALTH - PROVIDES RESIDENTIAL AND HOME-BASED BEHAVIORAL HEALTH PROGRAMS FOR CHILDREN, ADOLESCENTS AND THEIR FAMILIES. SERVICES INCLUDE LOCKED SECURE PROGRAMMING, GROUP HOMES, IN-HOME THERAPY AND PROGRAMMING, 24-HOUR EMERGENCY COVERAGE, CLINICAL ASSESSMENT, INDIVIDUALIZED TREATMENT PLANS, FAMILY INVOLVEMENT, AND COMMUNITY-BASED SUPPORT SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,112,999 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,997,936 | RevenueAmt |
| Desc | JUVENILE JUSTICE - IN OUR RESIDENTIAL PROGRAMS AND COMMUNITY-BASED LOCATIONS, WE PROVIDE SERVICES TO YOUTH BEING HELD BY THE COURTS OR DYS, AND WE PREPARE THEM FOR SUCCESSFUL ADULTHOOD, REINTEGRATION, VOCATION AND EDUCATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,669,092 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,433,076 | RevenueAmt |
| Desc | ADULT SERVICES - WE PROVIDE RESIDENTIAL AND HOME-BASED SUPPORTIVE SERVICES FOR ADULTS WITH DEVELOPMENTAL DELAYS, AND BOTH ACQUIRED AND TRAUMATIC BRAIN INJURIES. WE WORK COLLABORATIVELY WITH THE ADULTS AND THEIR FAMILIES TO PROVIDE THEM WITH THE BEST CARE POSSIBLE AND TO ENSURE THAT THEY REMAIN ACTIVE AND ENGAGED MEMBERS OF THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $587,824 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,547,793 | RevenueAmt |
| Desc | OTHER SERVICES INCLUDE A VARIETY OF BEHAVIORAL HEALTH SERVICES INCLUDING COMMUNITY-BASED THERAPY AND MENTORING SERVICES, OUTPATIENT MENTAL HEALTH, AND SUBSTANCE-ABUSE TREATMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $587,824 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,547,793 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,943,479 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 614 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILDEGARDE PARIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9788824878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 MAPLE STREET UNIT 2 | AddressLine1Txt |
| City | STONEHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02180 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROGER MARCORELLE | ||||||||
| CHAIRMAN & DIRECTOR | 0.46 | 0.69 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR BARBARA VINICK | ||||||||
| CLERK & DIRECTOR | 0.46 | 0.23 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES ZAFRIS | ||||||||
| DIRECTOR | 0.46 | 0.69 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD RICH | ||||||||
| DIRECTOR | 0.46 | 0.69 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE TURNER | ||||||||
| DIRECTOR | 0.46 | 0.23 | Yes (X) | $0 | $0 | $0 | ||
| BARNET WEINSTEIN | ||||||||
| DIRECTOR | 0.46 | 0.23 | Yes (X) | $0 | $0 | $0 | ||
| JACKIE ROSARIO | ||||||||
| DIRECTOR | 0.46 | 0.19 | Yes (X) | $0 | $0 | $0 | ||
| MATT SAGAL | ||||||||
| DIRECTOR | 0.35 | 0.23 | Yes (X) | $0 | $0 | $0 | ||
| HARVEY LOWELL | ||||||||
| DIRECTOR | 0.12 | 0.23 | Yes (X) | $0 | $0 | $0 | ||
| LYDIA TODD | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $0 | $184,155 | $21,625 | ||
| PAMELA ROCHA | ||||||||
| TREASURER & CFO | 2.00 | 40.00 | Yes (X) | $0 | $141,101 | $23,607 | ||
| RACHEL CUSHION | ||||||||
| PSYCHIATRIST | 30.00 | 0.00 | $138,936 | $0 | $17,897 | Yes (X) | ||
| ERIC KLINGAMAN | ||||||||
| DIRECTOR OF OPERATIONS | 40.00 | 0.00 | $136,244 | $0 | $8,653 | Yes (X) | ||
| MAIRIN SCHREIBER | ||||||||
| DIRECTOR OF QUALITY MGMT | 40.00 | 0.00 | $115,014 | $0 | $13,650 | Yes (X) | ||
| MICHELLE MEAD | ||||||||
| AGENCY SUPERVISOR | 40.00 | 0.00 | $105,441 | $0 | $9,753 | Yes (X) | ||
| ALYSSA KIRBY | ||||||||
| NURSE | 40.00 | 0.00 | $119,757 | $0 | $10,151 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $615,392 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $325,256 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $105,336 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARBOR ASSOCIATES | |||||
| PO BOX 412978 | BOSTON | MA | 022412978 | STAFFING AGENCY | $327,737 |
| MAXIM HEALTHCARE STAFFING SERVICES INC | |||||
| 12558 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | STAFFING AGENCY | $202,439 |
| SHC SERVICES INC | |||||
| PO BOX 677896 | DALLAS | TX | 752677896 | STAFFING AGENCY | $116,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,062 | AllOtherContributionsAmt |
| Total Contributions | $3,062 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES/CONTRACTS FROM GOVERNMENT AG | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $30,212,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,212,619 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,212,619 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,423 | TotalRevenueColumnAmt |
| Exclusion | $64,423 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,600 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,709 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,109 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,109 | TotalRevenueColumnAmt |
| Exclusion | -$1,109 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $187,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $187,527 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $187,527 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,466,522 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,400,146 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $63,314 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,498,681 | TotalAmt |
| Program Services | $16,115,789 | ProgramServicesAmt |
| Management And General | $1,382,892 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,778,117 | TotalAmt |
| Program Services | $2,558,444 | ProgramServicesAmt |
| Management And General | $219,673 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,269,671 | TotalAmt |
| Program Services | $1,169,331 | ProgramServicesAmt |
| Management And General | $100,340 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,224 | TotalAmt |
| Program Services | $5,946 | ProgramServicesAmt |
| Management And General | $1,112,278 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,824 | TotalAmt |
| Management And General | $9,824 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,502,048 | TotalAmt |
| Program Services | $1,400,002 | ProgramServicesAmt |
| Management And General | $102,046 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,189 | TotalAmt |
| Program Services | $1,732 | ProgramServicesAmt |
| Management And General | $82,457 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,190 | TotalAmt |
| Program Services | $37,822 | ProgramServicesAmt |
| Management And General | $5,368 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,103 | TotalAmt |
| Program Services | $1,698 | ProgramServicesAmt |
| Management And General | $71,405 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,474,605 | TotalAmt |
| Program Services | $1,294,311 | ProgramServicesAmt |
| Management And General | $180,294 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,653 | TotalAmt |
| Program Services | $309,329 | ProgramServicesAmt |
| Management And General | $14,324 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,958 | TotalAmt |
| Program Services | $5,627 | ProgramServicesAmt |
| Management And General | $10,331 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,686 | TotalAmt |
| Program Services | $85,686 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,943 | TotalAmt |
| Program Services | $269,876 | ProgramServicesAmt |
| Management And General | $1,067 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,448 | TotalAmt |
| Program Services | $337,295 | ProgramServicesAmt |
| Management And General | $43,153 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSUMABLES | $1,029,493 | $1,029,493 | |
| TELECOMMUNICATIONS | $202,358 | $171,489 | $30,869 |
| EQUIPMENT | $197,425 | $129,824 | $67,601 |
| OTHER | $69,232 | $19,785 | $49,447 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,426,848 | TotalAmt |
| Program Services | $24,943,479 | ProgramServicesAmt |
| Management And General | $3,483,369 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,419 | BOYAmt |
| EOY | $3,584,469 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,302,515 | BOYAmt |
| EOY | $3,177,311 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,983 | BOYAmt |
| EOY | $150,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,308,160 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,264,537 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,244,970 | BOYAmt |
| EOY | $5,043,623 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717,022 | BOYAmt |
| EOY | $634,225 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,481,068 | BOYAmt |
| EOY | $994,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,715,977 | BOYAmt |
| EOY | $13,585,039 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,902,144 | BOYAmt |
| EOY | $1,984,759 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,714 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,170 | BOYAmt |
| EOY | $44,531 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,196,394 | BOYAmt |
| EOY | $1,959,925 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,724,667 | BOYAmt |
| EOY | $866,130 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,951,089 | BOYAmt |
| EOY | $4,875,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,757,841 | BOYAmt |
| EOY | $8,702,647 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,047 | BOYAmt |
| EOY | $7,047 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,764,888 | BOYAmt |
| EOY | $8,709,694 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,715,977 | BOYAmt |
| EOY | $13,585,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,039,674 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$94,868 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,062 | CurrentTaxYearAmt |
| Total | $15,404 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,427,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,658,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,300,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,601,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,212,619 | CurrentTaxYearAmt |
| Total | $153,200,342 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,431,526 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,660,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,305,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,602,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,215,681 | CurrentTaxYearAmt |
| Total | $153,215,746 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $153,215,746 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,023 | CurrentTaxYearAmt |
| Total | $311,736 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,023 | CurrentTaxYearAmt |
| Total | $311,736 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $136,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187,527 | CurrentTaxYearAmt |
| Total | $666,280 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,620,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,855,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,505,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,741,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,471,231 | CurrentTaxYearAmt |
| Total | $154,193,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99370 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99370 | PublicSupportPY509Pct |
| Investment Income CY | 0.00200 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00210 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 142,353. 2018 AMOUNT: $ 136,375. 2019 AMOUNT: $ 119,302. 2020 AMOUNT: $ 80,723. 2021 AMOUNT: $ 187,527. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,488,752 | OtherCostOrOtherBasisAmt |
| Book Value | $2,488,752 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,382,745 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,587,777 | DepreciationAmt |
| Book Value | $1,794,968 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,097,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,423,213 | DepreciationAmt |
| Book Value | $673,852 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,173 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,252,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,166,374 | DepreciationAmt |
| Book Value | $86,051 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,043,623 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LEASE RIGHT-OF-USE | $855,386 |
| OTHER ASSETS | $91,176 |
| DUE FROM AFFILIATE | $47,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $994,444 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $866,130 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $866,130 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,885,807 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$94,867 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $509,443 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $414,576 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,471,231 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$4,709 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$4,709 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,466,522 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,941,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $509,443 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $4,709 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $514,152 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,426,848 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,426,848 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | NFI 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). NFI HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF RENTAL EXPENSES -4,709. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF RENTAL EXPENSES 4,709. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYDIA TODD | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $184,155 | $0 | $0 | $0 | $0 | $0 | $18,636 | $0 | $2,989 | $0 | $205,780 | $0 | $0 |
| PAMELA ROCHA | ||||||||||||||
| TREASURER & CFO | $0 | $139,101 | $0 | $2,000 | $0 | $0 | $0 | $15,252 | $0 | $8,355 | $0 | $164,708 | $0 | $0 |
| RACHEL CUSHION | ||||||||||||||
| PSYCHIATRIST | $138,936 | $0 | $0 | $0 | $0 | $0 | $8,957 | $0 | $8,940 | $0 | $156,833 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS DEVELOPMENT FINANCE AGENCY (SERIES 2003) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2003-05-09 | BondIssuedDt |
| Issue Price | $2,000,000 | IssuePriceAmt |
| Purpose | REFINANCE PROPERTIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,955,469 | RetiredAmt |
| Total Proceeds | $2,060,924 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $40,000 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $60,924 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $1,960,000 | CapitalExpendituresAmt |
| Substantial Completion | 2003 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | Yes (1) | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0.56530 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | Yes (1) | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART-II LINE-3 | THE ISSUE PRICE OF THE BOND DIFFERS FROM THE TOTAL PROCEEDS OF THE BOND AS A RESULT OF THE PROCEEDS RECEIVED FROM THE SALE OF BOND FINANCED PROPERTY. |
| PART-III LINE-3A | MANAGEMENT AND SERVICE CONTRACTS ALL MANAGEMENT AND SERVICE CONTRACTS IN BOND FINANCED SPACE QUALIFY UNDER A PRIVATE BUSINESS USE SAFE HARBOR OR EXCEPTION, THEREFORE NO CONTRACTS RESULT IN PRIVATE BUSINESS USE. |
| PART-IV LINE-2C | REBATE CALCULATION SECTION 8 - EXCEPTION TO THE REBATE REQUIREMENT ALL CONSTRUCTION FUNDS WERE EXPENDED WITHIN THE FIRST 24 MONTHS, MEETING THE REBATE CALCULATION EXCEPTION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | PART III, LINE 1 NFI MASSACHUSETTS PROVIDES COMMUNITY BASED PROGRAMS FOR YOUTHS, ADULTS AND FAMILIES. THOSE SERVED INCLUDE TROUBLED ADOLESCENTS WITH HISTORIES OF ABUSE AND NEGLECT, SERIOUS EMOTIONAL AND/OR BEHAVIORAL PROBLEMS, AND COURT-INVOLVED YOUTH IN ADDITION TO ADULTS WITH MENTAL ILLNESS, DEVELOPMENT DISABILITIES AND ACQUIRED BRAIN INJURIES. |
| FORM 990, PART III, LINE 3 | DUE TO SEVERE STAFFING SHORTAGES, NFI CLOSED SEVERAL ADOLESCENT RESIDENTIAL PROGRAMS DURING FISCAL YEAR. NFI WILL LOOK TO RE-OPEN PROGRAM(S) IN THE FUTURE IF STAFFING SITUATION IMPROVES. |
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT DUTIES: NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS THE SOLE CORPORATE MEMBER OF NFI MASSACHUSETTS. NFI MASSACHUSETTS PAYS A MANAGEMENT FEE OF $1,324,305 TO NAFI FOR OVERSIGHT OF FINANCIAL, BUDGETING, HUMAN RESOURCE OPERATIONS, AND EXEMPT OPERATIONS. NAFI ALSO PROVIDES ACCOUNTING AND AUDITING SERVICES, PERSONNEL POLICIES AND BENEFITS, AND INFORMATION TECHNOLOGY BACKBONE FOR THE SUBSIDIARY CORPORATE OFFICES. NAFI PAYS COMPENSATION TO OFFICERS AND DIRECTORS OF NFI MASSACHUSETTS: LYDIA TODD AND PAMELA ROCHA. THE COMPENSATION IS REPORTED IN COLUMN (E) OF FORM 990, PART VII. |
| FORM 990, PART VI, SECTION A, LINE 6 | ORGANIZATION MEMBERS: NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS THE SOLE MEMBER OF NFI MASSACHUSETTS, INC. AND MAY ELECT MEMBERS OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7A | ORGANIZATION MEMBERS: NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS THE SOLE MEMBER OF NFI MASSACHUSETTS, INC. AND MAY ELECT MEMBERS OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | ORGANIZATION MEMBERS: NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS THE SOLE MEMBER OF NFI MASSACHUSETTS, INC. AND MAY ELECT MEMBERS OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 DESIGNATED COMMITTEE FOR REVIEW PRIOR TO ITS SUBMISSION. THE DESIGNATED COMMITTEE HAS BEEN AUTHORIZED TO REVIEW AND APPROVE THE FORM 990 ON BEHALF ON 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, SECTION B, LINE 12C | CONFLICT OF INTEREST: 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, SECTION B, LINE 15 | COMPENSATION POLICY: EXECUTIVE DIRECTOR'S COMPENSATION IS PROVIDED THROUGH THE MANAGEMENT AGREEMENT WITH NORTH AMERICAN FAMILY INSTITUTE (NAFI). NFI MASSACHUSETTS'S BOARD OF DIRECTORS IN CONJUNCTION WITH THE NAFI EXECUTIVE MANAGEMENT REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND SALARY ON AN ANNUAL BASIS. NFI MASSACHUSETTS AND NAFI UTILIZE THE COMPENSATION POLICY SHOWN BELOW. NORTH AMERICAN FAMILY INSTITUTE, INC. HAS INSTITUTED A PROCESS TO REVIEW THE COMPENSATION PAID TO ITS EXECUTIVES AND FOLLOWS THE REBUTTABLE PRESUMPTION RULES OF SECTION 53.4958-6 OF THE IRS TREASURY REGULATIONS. THE EXECUTIVE DIRECTOR COMPLETES A SELF EVALUATION REFLECTING ON ACCOMPLISHMENTS, AREAS OF GROWTH AND GOALS FOR THE COMING YEAR. THE COO OF THE PARENT ORGANIZATION COMPLETES AN EVALUATION SUMMARY WHICH IS REVIEWED, DISCUSSED AND APPROVED AT AN EXECUTIVE SESSION OF THE BOARD OF DIRECTORS. SALARY CONSIDERATIONS ARE PART OF THIS PROCESS AND INCLUDE APPROVALS, IN ADVANCE OF ANY COMPENSATION PAYOUTS, BY THE COO OF THE PARENT ORGANIZATION AND THE BOARD OF DIRECTORS WHO ARE INDEPENDENT OF MANAGEMENT AND FREE OF ANY CONFLICTS THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. 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. NAFI CONDUCTS PERIODIC ANALYSIS OF LIKE POSITIONS AT COMPARABLE HUMAN SERVICE ORGANIZATIONS AND IS CONSIDERED WHEN DETERMINING COMPENSATION. ONCE COMPENSATION IS DETERMINED, IT IS ADEQUATELY DOCUMENTED BY THE COO AND BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH AMERICAN FAMILY INSTITUTE INC | |||||||||||
| 90 MAPLE STREET UNIT 2 | STONEHAM | MA | 02180 | 042921507 | SOCIAL SVCS | MA | 501(C)(3) | 10 | N/A | 0 | |
| NFI NORTH INC | |||||||||||
| 40 PARK LANE | CONTOOCOOK | NH | 03229 | 043161042 | SOCIAL SCVS | NH | 501(C)(3) | 10 | 0 | NAFI | |
| NAFI CONNECTICUT INC | |||||||||||
| 20 BATTERSON PARK RD STE 300 | FARMINGTON | CT | 06032 | 900059160 | SOCIAL SCVS | CT | 501(C)(3) | 10 | 0 | NAFI | |
| NFI VERMONT INC | |||||||||||
| 30 AIRPORT ROAD | SOUTH BURLINGTON | VT | 05403 | 030304434 | SOCIAL SCVS | VT | 501(C)(3) | 10 | 0 | NAFI | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | RELATED PARTY TRANSACTIONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, PART V NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI), AN AFFILIATE, CHARGES AN ADMINISTRATIVE MANAGEMENT FEE FOR SUPPORTING SERVICE COSTS THAT NAFI INCURS ON BEHALF OF THE SUBSIDIARIES. THESE ALLOCATED COSTS AMOUNTED TO $1,324,305 FOR THE YEAR ENDED JUNE 30, 2022. IN ADDITION, NFI PAYS NAFI A PROPERTY CHARGE FOR USAGE OF CERTAIN FIXED ASSETS OF NAFI. THIS CHARGE WAS $10,735 FOR THE YEAR ENDED JUNE 30, 2022. COST REIMBURSEMENT OVERPAYMENTS HAVE RESULTED IN A BALANCE DUE AS OF JUNE 30, 2022 FROM NAFI IN THE AMOUNT OF $47,882. NAFI AND AFFILIATED CORPORATIONS MAY PERIODICALLY MAKE SHORT TERM LOANS, NOT TO EXCEED ONE YEAR, TO ITS AFFILIATED CORPORATIONS, SECURED BY DOCUMENTATION EVIDENCING SUCH INDEBTEDNESS. FOR THE YEAR ENDED JUNE 30, 2022, THERE WERE NO SHORT-TERM LOAN TRANSACTIONS. | ExplanationTxt |
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