Form 990 for tax year 2022
Filed by NORTH AMERICAN FAMILY INSTITUTE INC.
Totals
- Total revenue
- $20,413,347
- Total expenses
- $20,615,949
- Contributions and grants received
- $72,353
- Grants paid
- $0
- Program service revenue
- $20,221,341
- Investment income
- $114,931
- Other revenue
- $4,722
- Total assets, end of year
- $14,184,506
- Total liabilities, end of year
- $7,604,716
- Net assets or fund balances, end of year
- $6,579,790
- Program services expenses (Part IX)
- $18,088,252
- Management and general expenses
- $2,527,697
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $18,088,252
Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
TOM REES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.15
-
GIL MATHYS
SECRETARY & DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
JOSH VANBENTHUYSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
DR NANCY GROSSMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.38 related
-
ERIN CHASTENAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.17
-
KELLY SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.12
-
PETER BINGHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.17
-
PHIL MACVEAN-BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.17
-
PAUL COLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.17
-
CHARLES MYERS
EXECUTIVE DIRECTOR
- Total calculated
- $175,627
- From this org
- $0
- From related orgs
- $158,087
- Other
- $17,540
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $155,686 related
- Bonus
- $0
- Other
- $0 + $2,401 related
- Deferred
- $0 + $12,180 related
- Nontaxable benefits
- $0 + $5,360 related
- Filer's total
- $0 + $175,627 related
-
KATHRYN SWEENEY
TREASURER/ED OF ADMIN & FIN
- Total calculated
- $179,641
- From this org
- $0
- From related orgs
- $157,045
- Other
- $22,596
- Hours/week
- 0.12 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $153,895 related
- Bonus
- $0 + $3,150 related
- Other
- $0
- Deferred
- $0 + $16,424 related
- Nontaxable benefits
- $0 + $6,172 related
- Filer's total
- $0 + $179,641 related
-
TINA BLEAU
PSYCHOLOGIST
- Total calculated
- $220,309
- From this org
- $195,324
- From related orgs
- $0
- Other
- $24,985
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,324
- Bonus
- $3,000
- Other
- $0
- Deferred
- $10,435
- Nontaxable benefits
- $14,550
- Filer's total
- $220,309
-
DAVID MELNICK
PROGRAM DIRECTOR
- Total calculated
- $259,503
- From this org
- $239,824
- From related orgs
- $0
- Other
- $19,679
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,824
- Bonus
- $2,000
- Other
- $0
- Deferred
- $12,433
- Nontaxable benefits
- $7,246
- Filer's total
- $259,503
-
KATHY PETTENGILL
DIRECTOR OF OPERATIONS
- Total calculated
- $137,843
- From this org
- $117,525
- From related orgs
- $0
- Other
- $20,318
- Hours/week
- 40
-
MITCHELL BARON
PROGRAM DIRECTOR
- Total calculated
- $168,151
- From this org
- $157,952
- From related orgs
- $0
- Other
- $10,199
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,952
- Bonus
- $2,000
- Other
- $0
- Deferred
- $2,600
- Nontaxable benefits
- $7,599
- Filer's total
- $168,151
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)
- 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(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.
-
NORTH AMERICAN FAMILY INSTITUTE INC
501(C)(3) · SOCIAL SVCS · MA
-
501(C)(3) · SOCIAL SVCS · NH
Directly controlled by NAFI
-
501(C)(3) · SOCIAL SVCS · CT
Directly controlled by NAFI
-
501(C)(3) · SOCIAL SVCS · MA
Directly controlled by NAFI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400269349300305
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