2026-01-14T17:29:27+00:00 2025-06-30 135565207 KPMG LLP 515 Broadway 4th Floor Albany NY 12207 990 2024-07-01 030304434 NFI Vermont Inc NFIV 8026580040 30 AIRPORT ROAD SOUTH BURLINGTON VT 05403 PAMELA ROCHA CHIEF FINANCIAL OFFICER 2026-01-14 true Stephanie Lonczak P01880207 5184274600 2026-01-13 2024 2025-03-06 01:10:19Z X DR PAUL DANN 90 MAPLE STREET UNIT 2 STONEHAM MA 02180 21072683 false 9242 X WWW.NFIVERMONT.ORG X 1984 VT NFI VERMONT'S MISSION IS TO EMBRACE STRENGTHS AND ACKNOWLEDGE STRUGGLES AS WE JOIN WITH YOUTH, FAMILIES AND COMMUNITIES TO PROMOTE GROWTH AND HEALING. 9 9 325 9 0 55209 173796 18984220 20747163 114262 77290 -1217 52682 19152474 21050931 0 0 14652676 15361713 0 0 4719904 5319714 19372580 20681427 -220106 369504 13236370 14569397 6876686 7840209 6359684 6729188 X NFI VERMONT IS A PROVIDER OF MENTAL HEALTH AND SPECIALIZED EDUCATIONAL SERVICES TO CHILDREN, YOUTH AND THEIR FAMILIES. false false 5496082 4495835 NFI VERMONT PROVIDED INTENSIVE RESIDENTIAL TREATMENT TO YOUTH WHO STRUGGLE WITH SEVERE MENTAL HEALTH AND BEHAVIORAL ISSUES. YOUTH COME TO OUR PROGRAM AFTER STRUGGLING AT HOME, IN FOSTER HOMES OR RESIDENTIAL PROGRAMS. TYPICAL SERVICES INCLUDE MILIEU TREATMENT, INDIVIDUAL, GROUP AND FAMILY THERAPY, CRISIS RESPONSE, CASE MANAGEMENT AND COMMUNITY REINTEGRATION. 5486796 6924413 NFI VERMONT PROVIDED EDUCATIONAL SERVICES TO CHILDREN AND YOUTH GRADES 1-12 TO ASSIST WITH LEARNING DISABILITIES AND MENTAL HEALTH NEEDS. SERVICES PROVIDED INCLUDE GROUP THERAPY, INTENSIVE HOME-SCHOOL COORDINATION, CLINICAL CASE MANAGEMENT, ACADEMIC AND VOCATIONAL PROGRAMMING, FAMILY THERAPY AND SUPPORT. 3782014 6414446 NFI VERMONT PROVIDED INTENSIVE WRAPAROUND SERVICES TO CHILDREN AND FAMILIES AT HOME AND IN THERAPEUTIC FOSTER HOMES. THE WRAPAROUND PROCESS IS A COORDINATED PROCESS THAT IS DESIGNED TO HELP CHILDREN AND FAMILIES WITH COMPLEX NEEDS INVOLVED WITH MULTIPLE PROVIDERS IMPROVE THEIR LIVES. TYPICAL SERVICES INCLUDE SERVICE COORDINATION, COMMUNITY SUPPORTS, INDIVIDUAL AND FAMILY THERAPY, GROUP THERAPY, MEDICATION MANAGEMENT AND FOSTER CARE RESPITE. 3266768 2964903 IN ADDITION TO OUR THREE PRIMARY TYPES OF PROGRAMS WE ALSO PROVIDE OUTPATIENT ASSESSMENT AND THERAPY TO YOUTH AND FAMILIES, POST ADOPTION SERVICES TO FAMILIES OF YOUTH ADOPTED FROM STATE CUSTODY, JUVENILE JUSTICE SERVICES, YOUTH TRANSITION SERVICES, AND TRAUMA INFORMED ORGANIZATIONAL CONSULTATION. 3266768 2964903 18031660 true true false false false false false false false false true false false true true true true true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 67 0 true 325 true false false false false false false false false false false false false X 9 9 false true false false true true true true true false false false true true true true true true true true false false X DR PAUL DANN 9787740774 90 MAPLE STREET UNIT 2 STONEHAM MA 02180 GIL MATHYS SECRETARY & DIRECTOR 0.2 0.0 X X 0 0 0 PETER BINGHAM TREASURER (AS OF 7/1/2024) & DIRECTOR 0.2 0.0 X X 0 0 0 TOM REES PRESIDENT & DIRECTOR 1.2 0.0 X X 0 0 0 DR NANCY GROSSMAN DIRECTOR 0.2 0.4 X 0 0 0 ERIN CHASTENAY DIRECTOR 0.2 0.0 X 0 0 0 JOSH VANBENTHUYSEN DIRECTOR 0.2 0.0 X 0 0 0 MERCEDES KING DIRECTOR 0.2 0.0 X 0 0 0 PAUL COLLINS DIRECTOR 0.2 0.0 X 0 0 0 PHIL MACVEAN-BROWN DIRECTOR 0.2 0.0 X 0 0 0 DR CHARLES MYERS EXECUTIVE DIRECTOR 40.0 0.0 X 0 196792 26286 DAVID MELNICK PROGRAM DIRECTOR 40.0 0.0 X 225437 0 13502 MARY WILLIAMSON CHIEF FINANCIAL OFFICER (AS OF 1/9/2024) 40.0 0.0 X 111718 0 15938 TINA BLEAU PSYCHOLOGIST 40.0 0.0 X 241771 0 16099 KATHRYN SWEENEY FORMER TREASURER 0.0 40.0 X 0 166646 25883 578926 363438 97708 3 true true false LESLIE CONROY 86 LAKE STREET BURLINGTON VT 05401 HEALTHCARE 209856 SUNCOMMON 442 US ROUTE 2 WATERBURY VT 05676 CONSTRUCTION 175600 2 173796 173796 FEES/CONTRACTS FROM GOVERNMENT AG 624100 20747163 20747163 0 0 0 0 20747163 75290 75290 22000 21752 248 0 248 248 2000 0 0 2000 2000 2000 MISCELLANEOUS INCOME 900099 52434 52434 0 0 0 0 52434 21050931 20799597 0 77538 12046496 11014305 1032191 2466870 2254423 212447 848347 775657 72690 740590 740590 26734 26734 1003305 911069 92236 0 50196 24188 26008 296850 239565 57285 197488 41041 156447 1277145 1216248 60897 154409 146222 8187 8632 2278 6354 176650 174995 1655 503615 453698 49917 188099 157480 30619 CONSUMABLES 455161 455161 0 OTHER DIRECT 240840 165330 75510 0 0 0 0 20681427 18031660 2649767 0 2514902 1338513 1822427 2927501 0 0 0 0 178301 180796 11228089 5564552 5471926 5663537 0 0 3248814 4459050 13236370 14569397 1269688 1459628 803425 419449 15870 0 0 0 1491775 1339656 3295928 4621476 6876686 7840209 X 6359684 6726483 0 2705 6359684 6729188 13236370 14569397 369504 0 X false true true false X 63140 86183 72353 55209 173796 450681 20978479 22791355 20221341 18984220 20747163 103722558 0 0 0 21041619 22877538 20293694 19039429 20920959 104173239 0 0 50000 50000 35000 135000 0 0 0 0 0 0 0 0 50000 50000 35000 135000 104038239 28487 37121 66427 122762 97290 352087 0 28487 37121 66427 122762 97290 352087 0 681 10451 6100 116 52434 69782 21070787 22925110 20366221 19162307 21070683 104595108 0.99468 0.99539 0 0.0029 X 0 0 0 0 0 0 Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 681.0, COLUMN B - 10451.0, COLUMN C - 6100.0, COLUMN D - 116.0, COLUMN E - 52434.0, COLUMN F - 69782.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1330078 1330078 2077503 1323234 754269 6774617 3344884 3429733 280345 229703 50642 765546 666731 98815 5663537 OTHER ASSETS 33285 LEASE RIGHT OF USE ASSETS 4425765 4459050 Federal Income Taxes OPERATING LEASE LIABILITIES 4621476 Other Liabilities 4621476 X 21072683 0 0 21072683 -21752 -21752 21050931 20703179 21752 21752 20681427 0 0 20681427 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote NFI VERMONT 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 VERMONT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements RECLASS OF RENTAL EXPENSES - -21752 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 RECLASS OF RENTAL EXPENSES - 21752 X X X false false false false false false false true false KATHRYN SWEENEY FORMER TREASURER 0 165134 0 1512 0 0 0 17823 0 8060 0 192529 0 0 DR CHARLES MYERS EXECUTIVE DIRECTOR 0 196023 0 769 0 0 0 20415 0 5871 0 223078 0 0 DAVID MELNICK PROGRAM DIRECTOR 225100 0 337 0 0 0 7331 0 6171 0 238939 0 0 0 TINA BLEAU PSYCHOLOGIST 241422 0 349 0 0 0 13071 0 3028 0 257870 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments 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(III). Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 3,266,768 including grants of $)(Revenue $ 2,964,903) IN ADDITION TO OUR THREE PRIMARY TYPES OF PROGRAMS WE ALSO PROVIDE OUTPATIENT ASSESSMENT AND THERAPY TO YOUTH AND FAMILIES, POST ADOPTION SERVICES TO FAMILIES OF YOUTH ADOPTED FROM STATE CUSTODY, JUVENILE JUSTICE SERVICES, YOUTH TRANSITION SERVICES, AND TRAUMA INFORMED ORGANIZATIONAL CONSULTATION. Form 990, Part VI, Line 3 Delegation of management duties MANAGEMENT DUTIES NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS THE SOLE CORPORATE MEMBER OF NFI VERMONT. NFI VERMONT PAYS A MANAGEMENT FEE OF $960,693 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 AN OFFICER OF NFI VERMONT: CHARLES MYERS. THE COMPENSATION IS REPORTED IN COLUMN (E) OF FORM 990, PART VII. Form 990, Part VI, Line 6 Classes of members or stockholders ORGANIZATION MEMBERS NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS SOLE MEMBER OF NFI VERMONT, INC. AND MAY ELECT MEMBERS OF THE GOVERNING BOARD. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body ORGANIZATION MEMBERS NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS SOLE MEMBER OF NFI VERMONT, INC. AND MAY ELECT MEMBERS OF THE GOVERNING BOARD. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders ORGANIZATION MEMBERS NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) IS SOLE MEMBER OF NFI VERMONT, INC. AND MAY ELECT MEMBERS OF THE GOVERNING BOARD. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 REVIEW PROCESS 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, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official COMPENSATION POLICY NFI VERMONT, INC. DOES NOT DIRECTLY COMPENSATE ITS TOP MANAGEMENT OFFICIAL. NFI VERMONT, INC. CONTRACTS WITH NORTH AMERICAN FAMILY INSTITUTE (NAFI), A RELATED ORGANIZATION, FOR THE EXECUTIVE DIRECTOR POSITION. NFI VERMONT ALSO DOES NOT HAVE ANY EMPLOYEES THAT MEET THE CRITERIA OF A KEY EMPLOYEE. THE BOARD MEMBERS LISTED IN FORM 990, PART VII ARE COMMUNITY LEADERS THAT VOLUNTARILY DEVOTE THEIR TIME TO THE ORGANIZATION. THE EXECUTIVE DIRECTOR IS COMPENSATED UNDER THE COMPENSATION POLICIES OF THE PARENT ORGANIZATION, NORTH AMERICAN FAMILY INSTITUTE AS 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 CEO 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 CEO 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 THIS ANALYSIS IS CONSIDERED WHEN DETERMINING COMPENSATION. ONCE COMPENSATION IS DETERMINED, IT IS ADEQUATELY DOCUMENTED BY THE CEO AND BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public DISCLOSURE OF DOCUMENTS 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. NORTH AMERICAN FAMILY INSTITUTE INC 90 MAPLE STREET UNIT 2 STONEHAM MA 02180 042921507 SOCIAL SERVICES MA 501(c)(3) 10 NA false NFI NORTH INC 40 PARK LANE CONTOOCOOK NH 03229 043161042 SOCIAL SERVICES NH 501(c)(3) 10 NAFI false NAFI CONNECTICUT INC 49-51 WETHERSFIELD AVENUE HARTFORD CT 06114 900059160 SOCIAL SERVICES CT 501(c)(3) 10 NAFI false NFI MASSACHUSETTS INC 300 ROSEWOOD DRIVE SUITE 101 DANVERS MA 01923 237378470 SOCIAL SERVICES MA 501(c)(3) 10 NAFI false false false false false false false false false false false true false false false false true true false false Schedule R, Part V RELATED PARTY TRANSACTIONS NORTH AMERICAN FAMILY INSTITUTE, INC. (NAFI) CHARGES AN AFFILIATE, NFI VERMONT, INC. (NFIV) AN ADMINISTRATIVE MANAGEMENT FEE FOR SUPPORTING SERVICE COSTS THAT NAFI INCURS ON BEHALF OF THE SUBSIDIARIES. THESE ALLOCATED COSTS AMOUNTED TO $960,693 FOR THE YEAR ENDED JUNE 30, 2025. IN ADDITION, NFIV PAYS NAFI A PROPERTY CHARGE FOR USAGE OF CERTAIN FIXED ASSETS OF NAFI. THIS CHARGE WAS $2,655 FOR THE YEAR ENDED JUNE 30, 2025. COST REIMBURSEMENT OVERPAYMENTS HAVE RESULTED IN A BALANCE DUE FROM NAFI AS OF JUNE 30, 2025 IN THE AMOUNT OF $69,736.