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Nonprofiteer
← NORTH AMERICAN FAMILY INSTITUTE INC

Form 990 for tax year 2023

Filed by NORTH AMERICAN FAMILY INSTITUTE INC.

Totals

Total revenue
$10,017,208
Total expenses
$9,067,976
Contributions and grants received
$31,990
Grants paid
$0
Program service revenue
$9,588,455
Investment income
$394,702
Other revenue
$2,061
Total assets, end of year
$10,170,899
Total liabilities, end of year
$4,758,257
Net assets or fund balances, end of year
$5,412,642
Program services expenses (Part IX)
$4,634,697
Management and general expenses
$4,433,279
Fundraising expenses
$0
Program service expenses (Part III)
$4,634,697

Program services were 51.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HOWARD RICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.69 + 0.46 related

  • ROGER MARCORELLE

    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

  • 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 (THRU 9/11/23)

    Total calculated
    $0
    Hours/week
    0.08 + 0.12 related

  • MARGARET N ZUSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • DR MATTHEW SAGAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.35 related

  • DR KATHERINE TURNER

    DIRECTOR (THRU 12/31/23)

    Total calculated
    $0
    Hours/week
    0.15 + 0.46 related

  • STEVE HAHN

    VICE CHAIR/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 (THRU 12/31/23)

    Total calculated
    $298,921
    From this org
    $274,408
    From related orgs
    $0
    Other
    $24,513
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $273,355
    Bonus
    $1,053
    Other
    $0
    Deferred
    $21,359
    Nontaxable benefits
    $3,154
    Filer's total
    $298,921

  • DR PAUL DANN

    PRESIDENT (AS OF 1/1/24)/EXEC DIR

    Total calculated
    $283,305
    From this org
    $246,848
    From related orgs
    $0
    Other
    $36,457
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $246,848
    Bonus
    $0
    Other
    $0
    Deferred
    $28,614
    Nontaxable benefits
    $7,843
    Filer's total
    $283,305

  • HILDEGARDE PARIS

    CHIEF OPERATING OFFICER

    Total calculated
    $291,784
    From this org
    $257,428
    From related orgs
    $0
    Other
    $34,356
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $256,185
    Bonus
    $1,243
    Other
    $0
    Deferred
    $26,838
    Nontaxable benefits
    $7,518
    Filer's total
    $291,784

  • PAMELA ROCHA

    TREASURER/CHIEF FIN OFFICER

    Total calculated
    $172,895
    From this org
    $148,460
    From related orgs
    $0
    Other
    $24,435
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $145,833
    Bonus
    $2,627
    Other
    $0
    Deferred
    $16,217
    Nontaxable benefits
    $8,218
    Filer's total
    $172,895

  • KATHRYN SWEENEY

    ASST CLERK/CHIEF ADMIN OFFICER

    Total calculated
    $183,804
    From this org
    $159,466
    From related orgs
    $0
    Other
    $24,338
    Hours/week
    40 + 0.12 related

    Schedule J breakdown matched by us

    Base
    $158,827
    Bonus
    $639
    Other
    $0
    Deferred
    $16,951
    Nontaxable benefits
    $7,387
    Filer's total
    $183,804

  • LYNN BISHOP

    EXECUTIVE DIRECTOR

    Total calculated
    $242,608
    From this org
    $215,642
    From related orgs
    $0
    Other
    $26,966
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $214,810
    Bonus
    $832
    Other
    $0
    Deferred
    $21,611
    Nontaxable benefits
    $5,355
    Filer's total
    $242,608

  • LYDIA TODD

    EXECUTIVE DIRECTOR

    Total calculated
    $220,096
    From this org
    $197,378
    From related orgs
    $0
    Other
    $22,718
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $196,599
    Bonus
    $779
    Other
    $0
    Deferred
    $19,873
    Nontaxable benefits
    $2,845
    Filer's total
    $220,096

  • DR CHUCK MYERS

    EXECUTIVE DIRECTOR

    Total calculated
    $190,750
    From this org
    $166,639
    From related orgs
    $0
    Other
    $24,111
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $165,870
    Bonus
    $769
    Other
    $0
    Deferred
    $18,515
    Nontaxable benefits
    $5,596
    Filer's total
    $190,750

  • LUKE REYNARD

    EXECUTIVE DIRECTOR (AS OF 1/1/24)

    Total calculated
    $169,678
    From this org
    $152,053
    From related orgs
    $0
    Other
    $17,625
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $152,053
    Bonus
    $0
    Other
    $0
    Deferred
    $17,038
    Nontaxable benefits
    $587
    Filer's total
    $169,678

  • KRISTINA BOLDEBUCK

    DIRECTOR OF BUSINESS APP

    Total calculated
    $141,357
    From this org
    $124,552
    From related orgs
    $0
    Other
    $16,805
    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
2023
Filed
3 February 2025
IRS schema version
2023v6.0
Source object
202520369349301212

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