Form 990 for tax year 2024
Filed by NORTH AMERICAN FAMILY INSTITUTE INC.
Totals
- Total revenue
- $8,320,894
- Total expenses
- $7,156,190
- Contributions and grants received
- $31,620
- Grants paid
- $0
- Program service revenue
- $7,920,933
- Investment income
- $364,571
- Other revenue
- $3,770
- Total assets, end of year
- $11,043,501
- Total liabilities, end of year
- $4,393,435
- Net assets or fund balances, end of year
- $6,650,066
- Program services expenses (Part IX)
- $2,795,689
- Management and general expenses
- $4,360,501
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,795,689
Program services were 39.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$31,620
-
2a · Program service revenue: FEES/CONTRACTS FROM GOVERNMENT AG
total $7,920,933 · related or exempt $7,920,933
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $364,471 · excluded $364,471
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
other assets $100
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
securities $0 · other assets $100
-
7d · Net gain or loss
total $100 · excluded $100
-
11a · Other revenue: MISCELLANEOUS
total $3,770 · related or exempt $3,770
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$3,770
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $773,784 · management and general $773,784
-
7 · Other salaries and wages
total $2,694,462 · program services $1,147,099 · management and general $1,547,363
-
9 · Other employee benefits
total $790,845 · program services $195,821 · management and general $595,024
-
10 · Payroll taxes
total $294,487 · program services $97,400 · management and general $197,087
-
11b · Fees: legal
total $225,588 · program services $200,900 · management and general $24,688
-
11c · Fees: accounting
total $246,663 · management and general $246,663
-
11g · Fees: other
total $1,075,293 · program services $654,684 · management and general $420,609 · fundraising $0
-
12 · Advertising and promotion
total $30,147 · program services $4,923 · management and general $25,224
-
13 · Office expenses
total $127,596 · program services $51,264 · management and general $76,332
-
14 · Information technology
total $298,793 · program services $12,226 · management and general $286,567
-
16 · Occupancy
total $103,527 · program services $31,756 · management and general $71,771
-
17 · Travel
total $118,177 · program services $102,563 · management and general $15,614
-
19 · Conferences, conventions and meetings
total $38,431 · program services $18,551 · management and general $19,880
-
20 · Interest
total $3,450 · program services $3,447 · management and general $3
-
22 · Depreciation, depletion and amortization
total $113,578 · program services $96,837 · management and general $16,741
-
23 · Insurance
total $47,088 · program services $23,133 · management and general $23,955
-
24a · Other expenses: CONSUMABLES
total $115,561 · program services $115,561
-
24b · Other expenses: OTHER DIRECT EXPENSES
total $58,720 · program services $39,524 · management and general $19,196
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,026,576 · end of year $8,389,058
-
2 · Savings and temporary cash investments
beginning of year $172,330 · end of year $178,550
-
4 · Accounts receivable
beginning of year $844,308 · end of year $437,930
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $149,457 · end of year $82,299
-
10a · Land, buildings and equipment: cost or other basis
$6,204,691
-
10b · Land, buildings and equipment: accumulated depreciation
$5,432,331
-
10c · Land, buildings and equipment, net
beginning of year $864,539 · end of year $772,360
-
11 · Investments: publicly traded securities
beginning of year $818,538 · end of year $912,697
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $295,151 · end of year $270,607
-
17 · Accounts payable and accrued expenses
beginning of year $3,149,053 · end of year $3,683,833
-
19 · Deferred revenue
beginning of year $457,511 · end of year $1,843
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $336,974 · end of year $227,033
-
25 · Other liabilities
beginning of year $814,719 · end of year $480,726
-
27 · Net assets without donor restrictions
beginning of year $5,361,826 · end of year $6,622,615
-
28 · Net assets with donor restrictions
beginning of year $50,816 · end of year $27,451
Mission and programs · 2024
Mission
TO CREATE COMMUNITY ENVIRONMENTS BASED UPON PRINCIPLES OF DIGNITY AND RESPECT THAT HELP CHILDREN, ADULTS, AND FAMILIES TO GROW AND CHANGE IN ORDER TO BETTER THEIR LIVES.
Activities or mission (Part I)
TO CREATE COMMUNITY ENVIRONMENTS BASED UPON PRINCIPALS OF DIGNITY AND RESPECT THAT HELP CHILDREN, ADULTS, AND FAMILIES GROW AND CHANGE IN ORDER TO BETTER THEIR LIVES.
-
SENIOR SERVICES: NORTH AMERICAN FAMILY INSTITUTE OFFERS ALTERNATIVE SERVICES TO SENIORS. HOMECARE CHOICES OFFERS A NEW LEVEL OF COMPANION AND QUALITY IN HOME CARE SERVICES ON CAPE COD AND THE ISLANDS. HOMECARE CHOICES OFFERS A UNIQUE, CUSTOMIZED AND CLIENT-FOCUSED EXPERIENCE TO SENIORS SEEKING TO REMAIN HAPPILY AND SAFELY AT HOME, ON THEIR OWN TERMS.
Expenses $1,262,070 · Revenue $1,262,271
-
COMMUNITY BUILDING SERVICES: NORTH AMERICAN FAMILY INSTITUTE OFFERS ALTERNATIVE SERVICES TO YOUTH BASED ON PEER EMPOWERMENT, GROUP WORK, ACCOUNTABILITY AND RECOGNITION FOR POSITIVE CHOICES. YOUTH LINK IS AN INNOVATIVE PREVENTION INITIATIVE THAT OFFERS A SYSTEM OF SKILLS AND STRATEGIES THAT ARE COMBINED TO BUILD LASTING TRUST AND POSITIVE RELATIONSHIPS BETWEEN YOUTH AND THE COMMUNITY OF ADULTS IN THEIR LIVES. YOUTH LINK SERVICES ENGAGE YOUTH AND COMMUNITITES IN POSITIVE SOCIAL CHANGE TO REDUCE VIOLENCE AND GANG INVOLVEMENT BY CREATING SUSTAINABLE POSITIVE RELATIONSHIPS AMONG TEENS AND ADULTS, REPLACING ANIMOSITY AND DISTRUST WITH MUTUAL RESPECT AND UNDERSTANDING.
Expenses $1,145,168 · Revenue $1,357,433
-
SUPPORT SERVICES: NORTH AMERICAN FAMILY INSTITUTE PROVIDES TECHNICAL AND MANAGERIAL SUPPORT TO FOUR SUBSIDIARY CORPORATIONS TO ENSURE EFFICACY AND EFFICIENCY IN THE DELIVERY OF SERVICES.
Expenses $388,451 · Revenue $5,304,999
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dr Barbara VinickDR BARBARA VINICK
CLERK & DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.5 related
-
Roger MarcorelleROGER MARCORELLE
CHAIRMAN & DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.7 + 0.5 related
-
Steve HahnSTEVE HAHN
VICE CHAIR & DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.7
-
Barnet WeinsteinBARNET WEINSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.5 related
-
Dr Harvey LowellDR HARVEY LOWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.5 related
-
Dr Jolan RiveraDR JOLAN RIVERA
DIRECTOR (AS OF 3/2/25)
- Total calculated
- $0
- Hours/week
- 0.1
-
Dr Matthew SagalDR MATTHEW SAGAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 related
-
Dr Nancy GrossmanDR NANCY GROSSMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.4 + 0.2 related
-
Howard RichHOWARD RICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.5 related
-
Margaret N ZuskyMARGARET N ZUSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Dr Paul DannDR PAUL DANN
PRESIDENT & CEO
- Total calculated
- $348,642
- From this org
- $308,478
- From related orgs
- $0
- Other
- $40,164
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $307,206
- Bonus
- $1,272
- Other
- $0
- Deferred
- $32,336
- Nontaxable benefits
- $7,828
- Filer's total
- $348,642
-
Dr Yitzhak BakalDR YITZHAK BAKAL
EXECUTIVE DIRECTOR (AS OF 1/1/24)
- Total calculated
- $105,365
- From this org
- $102,796
- From related orgs
- $0
- Other
- $2,569
- Hours/week
- 7
-
Hildegarde ParisHILDEGARDE PARIS
CHIEF OPERATING OFFICER
- Total calculated
- $316,172
- From this org
- $280,815
- From related orgs
- $0
- Other
- $35,357
- Hours/week
- 40 + 0.1 related
Schedule J breakdown matched by us
- Base
- $266,282
- Bonus
- $14,533
- Other
- $0
- Deferred
- $28,308
- Nontaxable benefits
- $7,049
- Filer's total
- $316,172
-
Kathryn SweeneyKATHRYN SWEENEY
ASST CLERK & CAO
- Total calculated
- $192,529
- From this org
- $166,646
- From related orgs
- $0
- Other
- $25,883
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,134
- Bonus
- $1,512
- Other
- $0
- Deferred
- $17,823
- Nontaxable benefits
- $8,060
- Filer's total
- $192,529
-
Pamela RochaPAMELA ROCHA
TREASURER & CFO
- Total calculated
- $182,037
- From this org
- $156,679
- From related orgs
- $0
- Other
- $25,358
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $153,852
- Bonus
- $2,827
- Other
- $0
- Deferred
- $16,649
- Nontaxable benefits
- $8,709
- Filer's total
- $182,037
-
Dr Charles MyersDR CHARLES MYERS
EXECUTIVE DIRECTOR
- Total calculated
- $223,078
- From this org
- $196,792
- From related orgs
- $0
- Other
- $26,286
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $196,023
- Bonus
- $769
- Other
- $0
- Deferred
- $20,415
- Nontaxable benefits
- $5,871
- Filer's total
- $223,078
-
Kristina BoldebuckKRISTINA BOLDEBUCK
DIRECTOR OF BUSINESS APP
- Total calculated
- $150,763
- From this org
- $133,253
- From related orgs
- $0
- Other
- $17,510
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,061
- Bonus
- $3,192
- Other
- $0
- Deferred
- $6,685
- Nontaxable benefits
- $10,825
- Filer's total
- $150,763
-
Luke ReynardLUKE REYNARD
EXECUTIVE DIRECTOR
- Total calculated
- $202,077
- From this org
- $182,122
- From related orgs
- $0
- Other
- $19,955
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $181,389
- Bonus
- $733
- Other
- $0
- Deferred
- $19,314
- Nontaxable benefits
- $641
- Filer's total
- $202,077
-
Lydia ToddLYDIA TODD
EXECUTIVE DIRECTOR
- Total calculated
- $231,367
- From this org
- $207,899
- From related orgs
- $0
- Other
- $23,468
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $207,072
- Bonus
- $827
- Other
- $0
- Deferred
- $20,541
- Nontaxable benefits
- $2,927
- Filer's total
- $231,367
-
Lynn BishopLYNN BISHOP
EXECUTIVE DIRECTOR
- Total calculated
- $254,760
- From this org
- $225,826
- From related orgs
- $0
- Other
- $28,934
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $224,952
- Bonus
- $874
- Other
- $0
- Deferred
- $23,522
- Nontaxable benefits
- $5,412
- Filer's total
- $254,760
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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).
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · SOCIAL SERVICES · MA · controlled entity
Directly controlled by NAFI
-
501(c)(3) · SOCIAL SERVICES · NH · controlled entity
Directly controlled by NAFI
-
501(c)(3) · SOCIAL SERVICES · VT · controlled entity
Directly controlled by NAFI
-
501(c)(3) · SOCIAL SERVICES · CT · controlled entity
Directly controlled by NAFI
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 29 January 2026
- IRS schema version
- 2024v5.1
- Source object
- 202600299349301805
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