2023-10-30T08:04:34-05:00 2023-06-30 135565207 KPMG LLP 60 SOUTH STREET TWO FINANCIAL CENTER BOSTON MA 02111 990 2022-07-01 043161042 NFI NORTH INC NFIN 6037467550 40 PARK LANE CONTOOCOOK NH 03229 PAMELA ROCHA CFO 6037467550 2023-10-30 1 PAMELA ROCHA 999009999 0 STEPHANIE LONCZAK P01880207 6179881000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUANNE NADER 40 PARK LANE CONTOOCOOK NH 03229 43291460 0 9242 X WWW.NFINORTH.COM X 1992 NH NFI NORTH, INC. PROVIDES RESIDENTIAL, EDUCATIONAL, COMMUNITY BASED AND IN-HOME SERVICES FOR CHILDREN, YOUTH, ADULTS AND FAMILIES. 8 8 487 72 0 0 246196 315491 38481236 42724960 486125 157259 4338 10775 39217895 43208485 0 0 0 0 23696985 28226506 0 0 0 10231036 11754998 33928021 39981504 5289874 3226981 21539897 25295585 5810929 6090139 15728968 19205446 NFI NORTH PROVIDES RESIDENTIAL, EDUCATIONAL, COMMUNITY BASED AND IN-HOME SERVICES FOR CHILDREN, YOUTH, ADULTS AND FAMILIES. 0 0 12916975 0 13099487 NFI NORTH PROVIDED RESIDENTIAL AND EDUCATIONAL SERVICES TO CHILDREN DESIGNED TO SUCCESSFULLY INTEGRATE CLIENTS BACK INTO THEIR HOME AND COMMUNITY. SERVICES INCLUDE WEEKLY INDIVIDUAL THERAPY, GROUP THERAPY, FAMILY THERAPY, SPECIALIZED TREATMENT, AND REGULAR AND SPECIAL EDUCATION SERVICES. 14350531 0 16117046 NFI NORTH PROVIDED RESIDENTIAL AND DAY PROGRAMMING SERVICES TO ADULTS DESIGNED TO SUCCESSFULLY INTEGRATE CLIENTS BACK INTO THEIR HOME AND COMMUNITY. SERVICES INCLUDE WEEKLY INDIVIDUAL THERAPY, GROUP THERAPY, FAMILY THERAPY, AND SPECIALIZED TREATMENT. 8600889 0 13519202 NFI NORTH PROVIDED COMMUNITY BASED SERVICES DESIGNED TO SUPPORT CLIENTS IN THEIR ABILITY TO REMAIN IN THEIR COMMUNITIES. SERVICES INCLUDE IN HOME INDIVIDUAL COUNSELING, FAMILY THERAPY, SPECIALIZED TREATMENT, AND CASE MANAGEMENT. 35868395 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 64 0 1 487 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NH X HILDEGARDE PARIS 9788824878 90 MAPLE STREET UNIT 2 STONEHAM MA 02180 DELLIE CHAMPAGNE CLERK & DIRECTOR 0.79 X X 0 0 0 BRUCE FARENWALD TREASURER & DIRECTOR 0.79 X X 0 0 0 PATRICIA FILLIO DIRECTOR 0.69 X 0 0 0 TERRY LOCHHEAD DIRECTOR 0.79 X 0 0 0 DEAN MURRAY DIRECTOR 0.79 X 0 0 0 SUANNE NADER PRESIDENT & DIRECTOR 0.79 X X 0 0 0 DON NASON DIRECTOR 0.65 X 0 0 0 ASHLEY WAINWRIGHT DIRECTOR 0.79 X 0 0 0 PAUL DANN EXECUTIVE DIRECTOR 40.00 X 0 244288 32493 KRISTI VAZIFDAR CHIEF FINANCIAL OFFICER 40.00 X 123178 0 14131 LUKE REYNARD CHIEF OPERATING OFFICER 40.00 X 148821 0 17198 JANICE WILLIAMSON REGIONAL DIRECTOR 40.00 X 143642 0 2947 JILL ALLEN REGIONAL DIRECTOR 40.00 X 131277 0 12851 TERRI BRENNAN DIRECTOR OF HUMAN RESOURCES 40.00 X 113316 0 13629 SHARON BILODEAU PROGRAM DIRECTOR 40.00 X 102739 0 2310 762973 244288 95559 6 0 1 0 NAMI NEW HAMPSHIRE 85 NORTH STATE STREET CONCORD NH 03301 YOUTH/PEER SUPPORT 1142180 NORTH BRANCH CONSTRUCTION 76 TURNPIKE ROAD CONCORD NH 03301 CONSTRUCTION 644392 NORTHEAST FAMILY SERVICES 2348 POST ROAD SUITE 107 WARWICK RI 02889 INDIVIDUAL THERAPY 595880 UNH-INSTITUTE ON DISABILITY 10 WEST EDGE DRIVE SUITE 102 DURHAM NH 03824 STAFF TRAINING 324030 DR STACEY CHARRON PO BOX 250 FRANCONIA NH 03584 PSYCHIATRIST 257625 9 315491 76400 315491 MEDICARE/MEDICAID PAYMENTS 624100 31294920 31294920 FEES/CONTRACTS FROM GOVERNMENT AG 624100 11430040 11430040 42724960 217234 217234 23000 82975 -59975 -59975 -59975 MISCELLANEOUS 624100 10775 10775 10775 43208485 42735735 0 157259 131250 131250 22502960 21005075 1497885 3965708 3680075 285633 1626588 1509512 117076 1565155 1565155 752180 751458 722 3604056 3583540 20516 62316 60859 1457 383382 317035 66347 266163 147270 118893 1006092 939064 67028 649102 629774 19328 96652 62836 33816 1963 1963 837091 792923 44168 346063 298095 47968 CONSUMABLES 1030422 1030422 PNMI PROVIDER SERVICE T 745957 745957 OTHER 408404 312537 95867 39981504 35868395 4113109 0 1866013 3645228 1796003 5061327 0 0 7381539 4958173 0 0 0 0 0 0 0 0 133045 190512 13272180 6932838 6693626 6339342 3387522 4737860 0 0 0 0 0 0 282149 363143 21539897 25295585 2621528 3174490 0 0 435742 14932 0 0 0 0 0 0 2753659 2840295 0 0 0 60422 5810929 6090139 X 15403149 18842791 325819 362655 15728968 19205446 21539897 25295585 3226981 249497 0 X 0 1 X 1 0 X 81019 157718 62924 246196 315491 863348 24112477 28876360 34366090 38481236 42724960 168561123 24193496 29034078 34429014 38727432 43040451 169424471 0 0 0 169424471 42567 60314 69007 100181 217234 489303 42567 60314 69007 100181 217234 489303 1207 7614 351 4338 10775 24285 24237270 29102006 34498372 38831951 43268460 169938059 0.99700 0.99780 0.00290 0.00210 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: MISCELLANEOUS INCOME 2018 AMOUNT: $ 1,207 2019 AMOUNT: $ 7,614 2020 AMOUNT: $ 351 2021 AMOUNT: $ 4,338 2022 AMOUNT: $ 10,775 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 707981 707981 4806981 2766013 2040968 5829223 2796306 3032917 347369 248893 98476 1580626 1121626 459000 6339342 DUE TO AFFILIATE 60422 60422 X 44594480 249497 1136498 1385995 43208485 0 43208485 41118002 1136498 1136498 39981504 0 39981504 PART X, LINE 2: NFI NORTH 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 NORTH HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. X X X 0 0 0 0 0 0 0 1 0 PAUL DANN EXECUTIVE DIRECTOR 0 233985 0 8000 0 2303 0 25270 0 7223 0 276781 0 0 LUKE REYNARD CHIEF OPERATING OFFICER 143415 0 5000 0 406 0 14796 0 2402 0 166019 0 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED NON-FIXED PERFORMANCE BASED BONUS PAYMENTS THAT ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). X 76400 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS THE SOLE CORPORATE MEMBER OF NFI NORTH. NFI NORTH PAYS A MANAGEMENT FEE OF $1,830,604 TO NAFI FOR OVERSIGHT OF FINANCIAL, 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 AN OFFICER OF NFI NORTH, PAUL DANN. THE COMPENSATION IS REPORTED IN COLUMN (E) OF FORM 990, PART VII. FORM 990, PART VI, SECTION A, LINE 6 NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS SOLE MEMBER OF NFI NORTH, INC. AND MAY ELECT MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7A PLEASE SEE LINE 6 NARRATIVE ABOVE. FORM 990, PART VI, SECTION A, LINE 7B PLEASE SEE LINE 6 NARRATIVE ABOVE. 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 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. FORM 990, PART VI, SECTION B, LINE 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. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS PROVIDED THROUGH THE MANAGEMENT AGREEMENT WITH NORTH AMERICAN FAMILY INSTITUTE (NAFI). NFI NORTH'S BOARD OF DIRECTORS IN CONJUNCTION WITH THE NAFI EXECUTIVE MANAGEMENT REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND SALARY ON AN ANNUAL BASIS. NFI NORTH 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 PRESIDENT 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 PRESIDENT 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. 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 WWW.GUIDESTAR.ORG. NFI MASSACHUSETTS INC 300 ROSEWOOD DRIVE SUITE 101 DANVERS MA 01923 237378470 SOCIAL SVCS MA 501(C)(3) 10 NAFI 0 NAFI CONNECTICUT INC 49-51 WETHERSFIELD AVE HARTFORD CT 06114 900059160 SOCIAL SVCS CT 501(C)(3) 10 NAFI 0 NFI VERMONT INC 30 AIRPORT ROAD SOUTH BURLINGTON VT 05403 030304434 SOCIAL SVCS VT 501(C)(3) 10 NAFI 0 NORTH AMERICAN FAMILY INSTITUTE INC 90 MAPLE STREET UNIT 2 STONEHAM MA 02180 042921507 SOCIAL SVCS MA 501(C)(3) 10 N/A 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0