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Nonprofiteer
← NORTH AMERICAN FAMILY INSTITUTE INC

Form 990 for tax year 2022

Filed by NORTH AMERICAN FAMILY INSTITUTE INC.

Totals

Total revenue
$8,567,392
Total expenses
$7,848,461
Contributions and grants received
$37,192
Grants paid
$0
Program service revenue
$8,370,698
Investment income
$159,465
Other revenue
$37
Total assets, end of year
$8,438,654
Total liabilities, end of year
$4,052,929
Net assets or fund balances, end of year
$4,385,725
Program services expenses (Part IX)
$4,028,414
Management and general expenses
$3,820,047
Fundraising expenses
$0
Program service expenses (Part III)
$4,028,414

Program services were 51.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HOWARD RICH

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    0.69 + 0.46 related

  • DR BARBARA VINICK

    CLERK/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.46 related

  • ROGER MARCORELLE

    VICE CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.69 + 0.46 related

  • BARNET WEINSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.46 related

  • DR NANCY GROSSMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.38 + 0.23 related

  • JAMES ZAFRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.46 related

  • MARGARET N ZUSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • DR MATTHEW SAGAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • DR KATHERINE TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.46 related

  • STEVE HAHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.69

  • DR HARVEY LOWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.46 related

  • DR YITZHAK BAKAL

    PRESIDENT

    Total calculated
    $302,506
    From this org
    $269,369
    From related orgs
    $0
    Other
    $33,137
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $269,369
    Bonus
    $0
    Other
    $0
    Deferred
    $27,386
    Nontaxable benefits
    $5,751
    Filer's total
    $302,506

  • HILDEGARDE PARIS

    CHIEF OPERATING OFFICER

    Total calculated
    $283,627
    From this org
    $250,468
    From related orgs
    $0
    Other
    $33,159
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $247,812
    Bonus
    $2,656
    Other
    $0
    Deferred
    $25,936
    Nontaxable benefits
    $7,223
    Filer's total
    $283,627

  • PAMELA ROCHA

    TREASURER/CHIEF FIN OFFICER

    Total calculated
    $170,441
    From this org
    $147,079
    From related orgs
    $0
    Other
    $23,362
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $143,929
    Bonus
    $3,150
    Other
    $0
    Deferred
    $15,416
    Nontaxable benefits
    $7,946
    Filer's total
    $170,441

  • KATHRYN SWEENEY

    ASST CLK/ED OF ADM & FIN

    Total calculated
    $179,641
    From this org
    $157,045
    From related orgs
    $0
    Other
    $22,596
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,895
    Bonus
    $3,150
    Other
    $0
    Deferred
    $16,424
    Nontaxable benefits
    $6,172
    Filer's total
    $179,641

  • DR PAUL DANN

    EXECUTIVE DIRECTOR

    Total calculated
    $276,781
    From this org
    $244,288
    From related orgs
    $0
    Other
    $32,493
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $236,288
    Bonus
    $8,000
    Other
    $0
    Deferred
    $25,270
    Nontaxable benefits
    $7,223
    Filer's total
    $276,781

  • LYNN BISHOP

    EXECUTIVE DIRECTOR

    Total calculated
    $234,242
    From this org
    $208,208
    From related orgs
    $0
    Other
    $26,034
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $208,208
    Bonus
    $0
    Other
    $0
    Deferred
    $21,080
    Nontaxable benefits
    $4,954
    Filer's total
    $234,242

  • LYDIA TODD

    EXECUTIVE DIRECTOR

    Total calculated
    $219,933
    From this org
    $198,052
    From related orgs
    $0
    Other
    $21,881
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $192,052
    Bonus
    $6,000
    Other
    $0
    Deferred
    $19,118
    Nontaxable benefits
    $2,763
    Filer's total
    $219,933

  • DR CHUCK MYERS

    EXECUTIVE DIRECTOR

    Total calculated
    $175,627
    From this org
    $158,087
    From related orgs
    $0
    Other
    $17,540
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $158,087
    Bonus
    $0
    Other
    $0
    Deferred
    $12,180
    Nontaxable benefits
    $5,360
    Filer's total
    $175,627

  • KRISTINA BOLDEBUCK

    DIRECTOR OF BUSINESS APP

    Total calculated
    $139,496
    From this org
    $123,844
    From related orgs
    $0
    Other
    $15,652
    Hours/week
    40

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.

  • NFI MASSACHUSETTS INC

    501(C)(3) · SOCIAL SERVICES · MA · controlled entity

    Directly controlled by NAFI

  • NFI NORTH INC

    501(C)(3) · SOCIAL SERVICES · NH · controlled entity

    Directly controlled by NAFI

  • NFI VERMONT INC

    501(C)(3) · SOCIAL SERVICES · VT · controlled entity

    Directly controlled by NAFI

  • NAFI CONNECTICUT INC

    501(C)(3) · SOCIAL SERVICES · CT · controlled entity

    Directly controlled by NAFI

Provenance

Return type
form_990
Tax year
2022
Filed
5 February 2024
IRS schema version
2022v5.0
Source object
202420369349301032

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