Nonprofit · EIN 36-2682639
FAMILY INSTITUTE
Tax-exempt · EVANSTON, IL 60201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $47,147,907 | $45,539,835 | $1,608,072 | $30,393,369 | $5,902,119 | $24,491,250 |
| August 31, 2024 | 990 | $43,800,848 | $42,403,258 | $1,397,590 | $33,312,264 | $10,976,195 | $22,336,069 |
| August 31, 2023 | 990 | $40,139,910 | $38,809,572 | $1,330,338 | $30,969,324 | $10,402,882 | $20,566,442 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $634,088
- of which government grants
- $11,044
- Program service revenue
- $45,646,091
- Investment income
- $900,662
- Net gain from sales of assets
- -$27,418
- Net income from fundraising events
- -$32,934
- Other revenue
- -$32,934
Expenses
- Grants and similar amounts paid
- $1,372,702
- Compensation of officers, directors and key employees
- $2,537,104
- Other salaries and wages
- $17,052,920
- Salaries, compensation and benefits (total)
- $23,260,296
- Professional fundraising fees
- $0
- Legal fees
- $49,440
- Accounting fees
- $53,171
- Occupancy
- $1,241,730
- Depreciation
- $407,274
- Program services (functional)
- $41,784,650
- Management and general (functional)
- $3,217,219
- Fundraising (functional)
- $537,966
Balance sheet and other
- Total assets, start of year
- $33,312,264
- Total assets, end of year
- $30,393,369
- Total liabilities, end of year
- $5,902,119
- Net assets, end of year
- $24,491,250
- Land, buildings and equipment
- $2,417,814
- Publicly traded securities
- $3,608,743
- Net assets without donor restrictions
- $12,830,117
- Net assets with donor restrictions
- $11,661,133
- Gross receipts
- $47,233,909
- Employees
- 223
- Volunteers
- 132
- Year formed
- 1969
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jana Jones | President / CEO Trustee or director, Officer | 40 | $581,036 | $42,855 |
| Anthony Chambers | Chief Academic Officer Key employee | 40 | $347,189 | $55,254 |
| Jill Antoniewicz | Chief Operating Officer Officer | 40 | $383,600 | $18,376 |
| Anthony Fiore | CFO (until 12/10/24) Officer | 40 | $334,355 | $13,924 |
| Nancy Burgoyne | Chief Clinical Officer Key employee | 40 | $262,452 | $29,756 |
| Sarah Frick | Chief External Relations Officer Key employee | 40 | $251,483 | $25,926 |
| Jay Lebow | Senior Scholar & Therapist Highest-paid employee | 40 | $233,357 | $24,154 |
| Erika Lawrence | Director of Translational Science Highest-paid employee | 40 | $208,544 | $37,834 |
| Mudita Rastogi | Department Chair, MSMFT Highest-paid employee | 40 | $216,205 | $10,120 |
| Asheley Smith | VP, Strategic Insights and Analytics Highest-paid employee | 40 | $185,003 | $33,028 |
| Smita Gautam | Child & Adol. Psychiatrist Highest-paid employee | 40 | $178,323 | $35,795 |
| Whitney Badoer | Vice President of Human Resources Key employee | 40 | $187,922 | $13,995 |
| Esther Franklin | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Kevin Gates | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Leslie M Barker | Director Trustee or director | 1 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ana R Bugan | Director Trustee or director | 1 | $0 |
| Susan Canmann | Director Trustee or director | 1 | $0 |
| Diana Cordova | Director Trustee or director | 1 | $0 |
| Lauren Elrod | Director Trustee or director | 1 | $0 |
| Maritza Gibbons | Director Trustee or director | 1 | $0 |
| John Goodman | Director Trustee or director | 1 | $0 |
| Amy Gray | Director Trustee or director | 1 | $0 |
| Roxanne Hori | Director Trustee or director | 1 | $0 |
| Rebecca Huston | Director Trustee or director | 1 | $0 |
| Marco Iannotta | Director Trustee or director | 1 | $0 |
| Catherine Lamb-Heinz | Director Trustee or director | 1 | $0 |
| Laura E Sachs | Director Trustee or director | 1 | $0 |
| Kathleen Q Sullivan | Director Trustee or director | 1 | $0 |
| Pamela Szokol | Director Trustee or director | 1 | $0 |
| Antonia Warren | Director Trustee or director | 1 | $0 |
| Michael Szczepanek | CFO (as of 4/7/25) Officer | 40 | $0 |
990 for the year ended August 31, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jana Jones | President / CEO Trustee or director, Officer | 40 | $552,511 | $38,176 |
| Anthony Chambers | Chief Academic Officer Key employee | 40 | $321,884 | $52,426 |
| Jill Antoniewicz | COO, Clinical Services Officer | 40 | $337,344 | $13,295 |
| Smita Gautam | Child & Adol. Psychiatrist Highest-paid employee | 40 | $267,361 | $36,822 |
| Anthony Fiore | Chief Financial Officer Officer | 40 | $287,816 | $1,143 |
| Nancy Burgoyne | Chief Clinical Officer Key employee | 40 | $248,142 | $26,669 |
| Jay Lebow | Senior Scholar & Therapist Highest-paid employee | 40 | $251,848 | $22,491 |
| Sarah Frick | Chief External Relations Officer Key employee | 40 | $245,975 | $20,376 |
| Donna Baptiste | Department Chair, Counseling Highest-paid employee | 40 | $206,913 | $21,951 |
| Mudita Rastogi | Department Chair, MSMFT Highest-paid employee | 40 | $217,475 | $9,215 |
| Erika Lawrence | Director of Translational Science Highest-paid employee | 40 | $193,749 | $31,990 |
| Whitney Badoer | Vice President of Human Resources Key employee | 40 | $178,831 | $12,776 |
| Esther Franklin | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Kevin Gates | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Leslie M Barker | Director Trustee or director | 1 | $0 | $0 |
| Ana R Bugan | Director Trustee or director | 1 | $0 | $0 |
| Susan Canmann | Director Trustee or director | 1 | $0 | $0 |
| Julian G Coleman Jr CPA | Director Trustee or director | 1 | $0 | $0 |
| Lauren Elrod | Director Trustee or director | 1 | $0 | $0 |
| Diana Cordova | Director Trustee or director | 1 | $0 | $0 |
| Louis Fogel | Director Trustee or director | 1 | $0 | $0 |
| Amy Gray | Director Trustee or director | 1 | $0 | $0 |
| Roxanne Hori | Director Trustee or director | 1 | $0 | $0 |
| Marco Iannotta | Director Trustee or director | 1 | $0 | $0 |
| Catherine Lamb-Heinz | Director Trustee or director | 1 | $0 | $0 |
| Marjorie Cowan Rallins | Director Trustee or director | 1 | $0 | $0 |
| Laura E Sachs | Director Trustee or director | 1 | $0 | $0 |
| Horace E Smith II MD | Director Trustee or director | 1 | $0 | $0 |
| Michael Stelmacki | Director Trustee or director | 1 | $0 | $0 |
| Kathleen Q Sullivan | Director Trustee or director | 1 | $0 | $0 |
| Pamela Szokol | Director Trustee or director | 1 | $0 | $0 |
| Antonia Warren | Director Trustee or director | 1 | $0 | $0 |
| Ethan Youderian | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jana Jones | President / CEO Trustee or director, Officer | 40 | $503,593 | $33,018 |
| Anthony Chambers | Chief Academic Officer Key employee | 40 | $299,221 | $47,856 |
| Jill Antoniewicz | COO, Clinical Services Officer | 40 | $312,982 | $14,734 |
| Smita Gautam | Child & Adol. Psychiatrist Highest-paid employee | 40 | $266,187 | $32,801 |
| Jay Lebow | Senior Staff Therapist Highest-paid employee | 40 | $246,898 | $20,972 |
| Nancy Burgoyne | Chief Clinical Officer Key employee | 40 | $228,023 | $31,999 |
| Douglas Breunlin | Staff Therapist Highest-paid employee | 40 | $193,709 | $27,056 |
| Donna Baptiste | Department Chair, Counseling Highest-paid employee | 40 | $202,449 | $17,706 |
| Mudita Rastogi | Department Chair, MSMFT Highest-paid employee | 40 | $202,314 | $8,200 |
| Dhiren Shah | Former CFO (Until July 2022) Former | 0 | $127,978 | $11,793 |
| Catherine Lamb-Heinz | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Esther Franklin | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Leslie M Barker | Director Trustee or director | 1 | $0 | $0 |
| Ana R Bugan | Director Trustee or director | 1 | $0 | $0 |
| Julian G Coleman Jr CPA | Director Trustee or director | 1 | $0 | $0 |
| Lauren Elrod | Director Trustee or director | 1 | $0 | $0 |
| Louis Fogel | Director Trustee or director | 1 | $0 | $0 |
| Kevin Gates | Director Trustee or director | 1 | $0 | $0 |
| Amy Gray | Director Trustee or director | 1 | $0 | $0 |
| Roxanne Hori | Director Trustee or director | 1 | $0 | $0 |
| Viviana E Ploper LIC LCPC | Director Trustee or director | 1 | $0 | $0 |
| Marjorie Cowan Rallins | Director Trustee or director | 1 | $0 | $0 |
| Michele Rogers MBA | Director Trustee or director | 1 | $0 | $0 |
| Laura E Sachs | Director Trustee or director | 1 | $0 | $0 |
| Horace E Smith II MD | Director Trustee or director | 1 | $0 | $0 |
| Michael Stelmacki | Director Trustee or director | 1 | $0 | $0 |
| Kathleen Q Sullivan | Director Trustee or director | 1 | $0 | $0 |
| Pamela Szokol | Director Trustee or director | 1 | $0 | $0 |
| Antonia Warren | Director Trustee or director | 1 | $0 | $0 |
| Deborah E Youderian | Director Trustee or director | 1 | $0 | $0 |
| Anthony Fiore | CFO (As of Jan 2023) Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 618 LIBRARY PL, EVANSTON, IL 60201-2908
- In care of
- % FAMI
- Principal officer (990 for 2024)
- Jana Jones, 618 Library Place, Evanston, IL 602012908
- Signed the 990
- Jana Jones, President & CEO
- Phone
- (847) 733-4300
- Website
- www.Family-Institute.org
- Return prepared by
- RSM US LLP
Mission
Our mission is to strengthen and heal families and individuals from all walks of life through clinical service, education and research.
Program accomplishments
- Graduate Education: The Family Institute (TFI) is preparing the next generation of leaders in mental health as a premier provider of two Master-level programs, Marriage and Family Therapy and Counseling. All teaching faculty are dedicated to ensuring students receive the most hands-on experiential training possible both at TFI and in the community.Expenses $26,004,693 · grants $1,346,561 · revenue $33,447,955
- Clinical Practice: TFI's clinical practice brings together a diverse collection psychotherapists as well as psychiatrists and neuropsychological assessment psychologists into a world-class system of mental health care. In our work to develop the next generation of leaders and innovators in couple and family therapy, this system includes postdoctoral and postgraduate fellows as well as psychiatry residents with Northwestern Medicine. See Schedule O for continuation.While our practice is made up of clinicians with diverse training backgrounds, licensures, board accreditations, and specialties, our approach to care through a relationship-based and systemic lens defines us collectively. We respect and understand our clients in the context of their relationships, life stage and community. We provide individuals, couples and families from all walks of life treatment that is empirically informed, theoretically grounded and culturally responsive. We know that mental health is inextricably woven with whole health, and we are proud to be a partner with our clients on their path to greater well-being.Expenses $13,779,058 · revenue $12,111,315
- The Bette D. Harris Family and Child Clinic delivers complimentary therapy sessions via teletherapy and at our Chicago and Evanston office locations. Staffed by graduate-level therapists-in-training from Northwestern University's Counseling and Marriage and Family Therapy programs, under the guidance of our experienced licensed therapists, we collectively provide profoundly meaningful and accessible therapy experiences for our clients.Expenses $1,309,064
- Research is fully integrated into our clinical and education efforts, as well as our relationship with Northwestern University. Through active research projects and external grants, The Family Institute's researchers continue to advance the field of behavioral health and prioritize sharing their findings with the larger community.Expenses $691,835 · grants $26,141 · revenue $86,821
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 36-2682639
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $30,393,369
- Income (IRS master file)
- $47,233,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $47,147,907 | $45,539,835 | $30,393,369 | IRS |
| 990 | August 2024 | $43,800,848 | $42,403,258 | $33,312,264 | IRS |
| 990 | August 2023 | $40,139,910 | $38,809,572 | $30,969,324 | XML |
| 990 | August 2022 | $37,949,406 | $36,504,530 | $23,859,690 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-2682639).
Questions about FAMILY INSTITUTE
- What is the EIN of FAMILY INSTITUTE?
- The employer identification number (EIN) of FAMILY INSTITUTE is 36-2682639.
- Is FAMILY INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to FAMILY INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FAMILY INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FAMILY INSTITUTE due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FAMILY INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of FAMILY INSTITUTE?
- The 990 for the year ended August 31, 2025 names Jana Jones.
- Who are the officers and directors of FAMILY INSTITUTE?
- The 990 for the year ended August 31, 2025 lists 31 people; 12 received compensation from the organization, the highest $581,036 (Jana Jones, President / CEO).
- How much revenue does FAMILY INSTITUTE have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $47,147,907, expenses of $45,539,835 and total assets of $30,393,369 at year end.
Other nonprofits in EVANSTON
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- THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL EIN 36-3245072 · last filed 990-N for 2024
- ROTARY INTERNATIONAL EIN 36-1707667 · last filed 990 for 2025
- ULSE INC EIN 30-1211139 · last filed 990 for 2024
- MATHER INVESTMENTS NFP EIN 36-4266878 · last filed 990 for 2024
- MATHER FOUNDATION EIN 20-1030638 · last filed 990 for 2024
- WESTMINSTER PLACE EIN 36-2167832 · last filed 990 for 2025
- NATIONAL MERIT SCHOLARSHIP CORPORATION EIN 36-2307745 · last filed 990 for 2025