NORTH AMERICAN FAMILY INSTITUTE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NORTH AMERICAN FAMILY INSTITUTE INC (EIN 23-7378470)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-12
- IRS object ID
- 201213179349301321
- Schema version
- 2011v1.3
- 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 | 2012-11-12T11:08:38-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237378470 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NFI MASSACHUSETTS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DANIEL NAKAMOTO | InCareOfName |
| Name Control | NFIM | 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 | Title |
| Date Signed | 2012-11-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 21499216 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 9242 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | NFI MASSACHUSETTS PROVIDES COMMUNITY BASED PROGRAMS FOR YOUTHS AND FAMILIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 566 | TotalNbrEmployees |
| Total Nbr Volunteers | 6 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2535 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8099 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20160358 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21180441 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2151 | InvestmentIncomePriorYear |
| Investment Income Current Year | 48135 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 71838 | OtherRevenuePriorYear |
| Other Revenue Current Year | 117776 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20232580 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21354451 | 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 | 15174934 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15994245 | 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 | 5564722 | OtherExpensePriorYear |
| Other Expenses Current Year | 5842793 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20739656 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21837038 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -507076 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -482587 | RevenuesLessExpensesCY |
| Total Assets BOY | 9356629 | TotalAssetsBOY |
| Total Assets EOY | 9675725 | TotalAssetsEOY |
| Total Liabilities BOY | 6064261 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6907260 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3292368 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2768465 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | NFI MASSACHUSETTS PROVIDES COMMUNITY BASED PROGRAMS FOR YOUTHS AND FAMILIES. SEE SCHEDULE O FOR FURTHER DETAIL. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7252925 | Expense |
| Revenue | 7983316 | Revenue |
| Description | JUVENILE JUSTICE - IN 5 RESIDENTIAL PROGRAMS INCLUDING SECURE FACILITIES AND STAFF-SECURE GROUP HOMES, PREPARE YOUTH FOR SUCCESSFUL SOCIAL REINTEGRATION AND PARTICIPATION IN THE COMMUNITY AND SOCIETY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5743727 | Expense |
| Revenue | 6245951 | Revenue |
| Description | BEHAVIORAL HEALTH - PROVIDES BEHAVIORAL HEALTH PROGRAMS FOR LATENCY-AGED CHILDREN AND ADOLESCENTS. SERVICES INCLUDE 24-HOUR EMERGENCY COVERAGE, CLINICAL ASSESSMENT, INDIVIDUALIZED TREATMENT PLANS, FAMILY INVOLVEMENT, AND COMMUNITY-BASED SUPPORT SERVICES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2182133 | Expense |
| Revenue | 2263099 | Revenue |
| Description | SPECIAL EDUCATION - THE RIVERSIDE SCHOOL IS A CHAPTER 766 APPROVED PRIVATE SCHOOL THAT OFFERS EDUCATIONAL SERVICES TO YOUNG MALES WITH SIGNIFICANT EMOTIONAL AND BEHAVIORAL PROBLEMS, INCLUDING HISTORIES OF ABUSE AND NEGLECT. THE SCHOOL SEEKS TO COMBINE A HIGH DEGREE OF STRUCTURE WITH A CREATIVE ATMOSPHERE THAT PROMOTES LEARNING FOR HIGH-RISK YOUTH. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4271404 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 4688075 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 19450189 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | 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 |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | 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 | false | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 73 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 566 | 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| 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 | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANIEL NAKAMOTO | NamePerson |
| Telephone Number | 9788824858 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| HOWARD RICH | ||||||
| DIRECTOR | 0.46 | X | 0 | 0 | 0 | |
| ROGER MARCORELLE | ||||||
| DIRECTOR | 0.46 | X | 0 | 0 | 0 | |
| KATHERINE TURNER | ||||||
| DIRECTOR | 0.46 | X | 0 | 0 | 0 | |
| BARNET WEINSTEIN | ||||||
| DIRECTOR | 0.46 | X | 0 | 0 | 0 | |
| JAMES ZAFRIS | ||||||
| BOARD CHAIRMAN & DIRECTOR | 0.46 | X | 0 | 0 | 0 | X |
| DR BARBARA VINICK | ||||||
| CLERK & DIRECTOR | 0.46 | X | 0 | 0 | 0 | X |
| DANIEL NAKAMOTO | ||||||
| TREASURER & ASSISTANT CLERK | 2.0 | 0 | 105491 | 4899 | X | |
| LYDIA TODD | ||||||
| ASSISTANT EXECUTIVE DIRECTOR | 40.0 | 94035 | 0 | 9055 | X | |
| STEVEN HAHN | ||||||
| EXECUTIVE DIRECTOR | 40.0 | 0 | 122470 | 2528 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 94035 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 227961 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16482 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HARBORLIGHT COMMUNITY PARTNERS | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation | 162626 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 8099 | AllOtherContributions |
| Noncash Contributions | 3324 | NoncashContributions |
| Total Contributions | 8099 | 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 | 21180441 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21180441 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21180441 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30484 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $30,484 | 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 | 151644 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 144765 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6879 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6879 | TotalRevenueColumn |
| Exclusion | $6,879 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 17651 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 17651 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17651 | TotalRevenueColumn |
| Exclusion | $17,651 | 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 | 110897 | TotalRevenueColumn |
| Related Or Exempt Function Income | 110897 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 110897 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21354451 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21291338 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $55,014 | 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 | 340240 | Total |
| Management And General | 340240 | 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 | 12558792 | Total |
| Program Services | 12054191 | ProgramServices |
| Management And General | 504601 | 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 | 2184404 | Total |
| Program Services | 2041267 | ProgramServices |
| Management And General | 143137 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 910809 | Total |
| Program Services | 851154 | ProgramServices |
| Management And General | 59655 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 820579 | Total |
| Management And General | 820579 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89701 | Total |
| Program Services | 19950 | ProgramServices |
| Management And General | 69751 | 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 | 852387 | Total |
| Program Services | 799308 | ProgramServices |
| Management And General | 53079 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45232 | Total |
| Program Services | 9856 | ProgramServices |
| Management And General | 35376 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52001 | Total |
| Program Services | 39539 | ProgramServices |
| Management And General | 12462 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62575 | Total |
| Program Services | 9549 | ProgramServices |
| Management And General | 53026 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1347852 | Total |
| Program Services | 1202181 | ProgramServices |
| Management And General | 145671 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371181 | Total |
| Program Services | 338259 | ProgramServices |
| Management And General | 32922 | 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 | 4277 | Total |
| Program Services | 1264 | ProgramServices |
| Management And General | 3013 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165692 | Total |
| Program Services | 148784 | ProgramServices |
| Management And General | 16908 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472957 | Total |
| Program Services | 468406 | ProgramServices |
| Management And General | 4551 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212473 | Total |
| Program Services | 193902 | ProgramServices |
| Management And General | 18571 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONSUMABLES | 988463 | 988463 | |
| EQUIPMENT | 133594 | 98518 | 35076 |
| TELECOMMUNICATIONS | 117678 | 109101 | 8577 |
| OTHER DIRECT COSTS | 100694 | 72395 | 28299 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5457 | Total |
| Program Services | 4102 | ProgramServices |
| Management And General | 1355 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21837038 | Total |
| Program Services | 19450189 | ProgramServices |
| Management And General | 2386849 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95883 | BOY |
| EOY | 224605 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1884443 | BOY |
| EOY | 2486005 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 540000 | BOY |
| EOY | 540000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86011 | BOY |
| EOY | 94991 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9597598 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3993220 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5861785 | BOY |
| EOY | 5604378 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303070 | BOY |
| EOY | 303268 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585437 | BOY |
| EOY | 422478 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9356629 | BOY |
| EOY | 9675725 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 967634 | BOY |
| EOY | 1161690 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67351 | BOY |
| EOY | 65245 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3661815 | BOY |
| EOY | 3149835 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 939233 | BOY |
| EOY | 1312728 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 428228 | BOY |
| EOY | 1217762 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6064261 | BOY |
| EOY | 6907260 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3254890 | BOY |
| EOY | 2731990 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37478 | BOY |
| EOY | 36475 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3292368 | BOY |
| EOY | 2768465 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9356629 | BOY |
| EOY | 9675725 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -482587 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -41316 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| 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 | 18372 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10889 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8099 | CurrentTaxYear |
| Total | 46152 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25184646 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25064119 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21151286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20341102 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21332085 | CurrentTaxYear |
| Total | 113073238 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25203018 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25075008 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21157543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20343637 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21340184 | CurrentTaxYear |
| Total | 113119390 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 113119390 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27303 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6557 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 208 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30484 | CurrentTaxYear |
| Total | 65046 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27303 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6557 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 208 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30484 | CurrentTaxYear |
| Total | 65046 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101632 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 139856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110870 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 69465 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110897 | CurrentTaxYear |
| Total | 532720 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25331953 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25221421 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21268907 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20413310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21481565 | CurrentTaxYear |
| Total | 113717156 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99474 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99486 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00057 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00072 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1944530 | OtherCostOrOtherBasis |
| Book Value | 1944530 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3013070 | OtherCostOrOtherBasis |
| Depreciation | 1075793 | Depreciation |
| Book Value | 1937277 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3091923 | OtherCostOrOtherBasis |
| Depreciation | 1865626 | Depreciation |
| Book Value | 1226297 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 75243 | OtherCostOrOtherBasis |
| Depreciation | 61906 | Depreciation |
| Book Value | 13337 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1472832 | OtherCostOrOtherBasis |
| Depreciation | 989895 | Depreciation |
| Book Value | 482937 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5604378 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SWAP LIABILITY | $342,762 |
| LINE OF CREDIT | $875,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1217762 | TotalOfAmounts |
| Total Revenue | 21354451 | TotalRevenue |
| Total Expenses | 21837038 | TotalExpenses |
| Excess Or Deficit For Year | -482587 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -41316 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -41316 | TotalAdjustments |
| Excess Or Deficit Per FS | -523903 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21975302 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -41316 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 517402 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 476086 | RevenueNotRptdF990 |
| Revenue Subtotal | 21499216 | RevenueSubtotal |
| Other Revenues Not Included | -144765 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -144765 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21354451 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22499205 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 517402 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 144765 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 662167 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21837038 | ExpensesSubtotal |
| Total Expenses Per Form990 | 21837038 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 | PART X, LINE 2 | NFI MA 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 MA HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITION. |
| OTHER REVENUE ON RETURN NOT IN FINANCIAL STATEMENTS | PART XII, LINE 4B | RECLASS OF RENTAL EXPENSES (144,765) |
| OTHER EXPENSES IN FINANCIAL STATEMENTS NOT ON RETURN | PART XIII, LINE 2D | RECLASS OF RENTAL EXPENSES 144,765 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 043431814 | 2003-05-09 | 2000000 | REFINANCE PROPERTIES | false | false | false |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 043431814 | 2007-06-21 | 2600000 | ACQUISITION OF PROPERTY/EQUIPMENT | false | false | true |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 2000000 | 0 | 0 | 0 | 40000 | 0 | 0 | 1960000 | 0 | 0 | 2003 | false | false | true | true |
| 0 | 0 | 2600000 | 30687 | 0 | 0 | 44536 | 0 | 0 | 2524777 | 0 | 0 | 2007 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| false | false | false | false | false | false | 0 | false | false | |
| TD BANK | |||||||||
| false | true | true | false | false | false | 0 | false | false | 10. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATIONS MISSION | FORM 990, PART III, LINE 1 | NFI MASSACHUSETTS PROVIDES COMMUNITY BASED PROGRAMS FOR YOUTHS AND FAMILIES. THOSE SERVED INCLUDE TROUBLED ADOLESCENTS WITH HISTORIES OF ABUSE AND NEGLECT, SERIOUS EMOTIONAL AND/OR BEHAVIORAL PROBLEMS, AND DELINQUENT YOUTHS IN ADDITION TO ADULTS WITH MENTAL ILLNESS OR MENTAL RETARDATION. OTHER FORM 990, PART III, LINE 4E OTHER SERVICES INCLUDE A VARIETY OF BEHAVIORAL HEALTH SERVICES INCLUDING COMMUNITY-BASED THERAPY AND MENTORING SERVICES, FOSTER CARE, AFTER-SCHOOL PROGRAMMING, SUPPORTIVE LIVING SKILLS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND RESIDENTIAL SERVICES FOR ADULTS WITH ACQUIRED BRAIN INJURIES. |
| MANAGEMENT DUTIES | FORM 990, PART VI SECTION A, QUESTION 3 | North American Family Institute, Inc. (NAFI) is the sole corporate member of NFI Massachusetts. NFI Massachusetts pays a management fee of $954,859 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. |
| ORGANIZATION MEMBERS | FORM 990, PART VI SECTION A, QUESTION 6-7B | North American Family Institute, Inc. (NAFI) is the sole member of NFI Massachusetts, Inc. and may elect members of the governing board. |
| FORM 990 REVIEW PROCESS | PART VI, SECTION B, QUESTION 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 OF THE BOARD OF DIRECTORS. A FILING COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| 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 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. |
| DETERMINING COMPENSATION | PART VI, SECTION B, QUESTION 15 | EXECUTIVE DIRECTOR COMPENSATION IS PROVIDED THROUGH THE MANAGEMENT AGREEMENT WITH NORTH AMERICAN FAMILY INSTITUTE (NAFI). NFI MASSACHUSETTS BOARD OF DIRECTORS IN CONJUNCTION WITH 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. 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 COMPENSATION. |
| DISCLOSURE OF DOCUMENTS | 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. |
| RECONCILIATION OF NET ASSETS | PART XI, LINE 5 | UNREALIZED GAIN ON INVESTMENTS ($41,316) |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:HOWARD RICH TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROGER MARCORELLE TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BARNET WEINSTEIN TITLE:DIRECTOR HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JAMES ZAFRIS TITLE:BOARD CHAIRMAN & DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DR. BARBARA VINICK TITLE:CLERK & DIRECTOR HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DANIEL NAKAMOTO TITLE:TREASURER & ASSISTANT CLERK HOURS:41 |
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 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTH AMERICAN FAMILY INSTITUTE INC | ||||||||||
| 26 HOWLEY STREET | PEABODY | MA | 01960 | 042921507 | SOCIAL SVCS | MA | 501(C)(3) | 9 | NA | false |
| NFI NORTH INC | ||||||||||
| 40 PARK LANE | CONTOOCOOK | NH | 03229 | 043161042 | SOCIAL SVCS | NH | 501(C)(3) | 9 | NAFI | false |
| NAFI CONNECTICUT INC | ||||||||||
| 20 BATTERSON PARK RD STE 301 | FARMINGTON | CT | 06032 | 900059160 | SOCIAL SVCS | CT | 501(C)(3) | 9 | NAFI | false |
| NFI VERMONT INC | ||||||||||
| 30 AIRPORT ROAD | SOUTH BURLINGTON | VT | 05403 | 030304434 | SOCIAL SVCS | VT | 501(C)(3) | 9 | NAFI | false |
| 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 | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RELATED PARTY TRANSACTIONS | Identifier |
| Explanation | 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. THE DOCUMENTATION SHALL INCLUDE DATE AND AMOUNT OF 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 2012, NFI PAID NAFI CONNECTICUT, INC. (NAFICT), AN AFFILIATE, AN INTEREST FEE, BASED ON PRIME RATE LESS 0.50%, FOR USAGE OF CERTAIN CASH RESERVES. THE AMOUNT OF RELATED INTEREST EXPENSE RECORDED IN THE ACCOMPANYING STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2012 WAS IMMATERIAL. | Explanation |
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