Nonprofit · EIN 04-2921507
NORTH AMERICAN FAMILY INSTITUTE INC
Tax-exempt · STONEHAM, MA 02180
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,320,894 | $7,156,190 | $1,164,704 | $11,043,501 | $4,393,435 | $6,650,066 |
| June 30, 2024 | 990 | $10,017,208 | $9,067,976 | $949,232 | $10,170,899 | $4,758,257 | $5,412,642 |
| June 30, 2023 | 990 | $8,567,392 | $7,848,461 | $718,931 | $8,438,654 | $4,052,929 | $4,385,725 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $31,620
- Program service revenue
- $7,920,933
- Investment income
- $364,571
- Net gain from sales of assets
- $100
- Other revenue
- $3,770
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $773,784
- Other salaries and wages
- $2,694,462
- Salaries, compensation and benefits (total)
- $4,553,578
- Professional fundraising fees
- $0
- Legal fees
- $225,588
- Accounting fees
- $246,663
- Occupancy
- $103,527
- Travel
- $118,177
- Depreciation
- $113,578
- Program services (functional)
- $2,795,689
- Management and general (functional)
- $4,360,501
Balance sheet and other
- Total assets, start of year
- $10,170,899
- Total assets, end of year
- $11,043,501
- Total liabilities, end of year
- $4,393,435
- Net assets, end of year
- $6,650,066
- Land, buildings and equipment
- $772,360
- Publicly traded securities
- $912,697
- Net assets without donor restrictions
- $6,622,615
- Net assets with donor restrictions
- $27,451
- Gross receipts
- $8,320,894
- Employees
- 126
- Volunteers
- 10
- Year formed
- 1986
- State of legal domicile
- MA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR PAUL DANN | PRESIDENT & CEO Officer | 40 | $308,478 | $40,164 |
| HILDEGARDE PARIS | CHIEF OPERATING OFFICER Officer | 40 | $280,815 | $35,357 |
| LYNN BISHOP | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $225,826 | $28,934 |
| LYDIA TODD | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $207,899 | $23,468 |
| DR CHARLES MYERS | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $196,792 | $26,286 |
| LUKE REYNARD | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $182,122 | $19,955 |
| KATHRYN SWEENEY | ASST CLERK & CAO Officer | 40 | $166,646 | $25,883 |
| PAMELA ROCHA | TREASURER & CFO Officer | 40 | $156,679 | $25,358 |
| KRISTINA BOLDEBUCK | DIRECTOR OF BUSINESS APP Highest-paid employee | 40 | $133,253 | $17,510 |
| DR YITZHAK BAKAL | EXECUTIVE DIRECTOR (AS OF 1/1/24) Officer | 7 | $102,796 | $2,569 |
| DR BARBARA VINICK | CLERK & DIRECTOR Trustee or director, Officer | 0.2 | $0 | $0 |
| ROGER MARCORELLE | CHAIRMAN & DIRECTOR Trustee or director, Officer | 0.7 | $0 | $0 |
| STEVE HAHN | VICE CHAIR & DIRECTOR Trustee or director, Officer | 0.7 | $0 | $0 |
| BARNET WEINSTEIN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| DR HARVEY LOWELL | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JOLAN RIVERA | DIRECTOR (AS OF 3/2/25) Trustee or director | 0.1 | $0 |
| DR MATTHEW SAGAL | DIRECTOR Trustee or director | 0.2 | $0 |
| DR NANCY GROSSMAN | DIRECTOR Trustee or director | 0.4 | $0 |
| HOWARD RICH | DIRECTOR Trustee or director | 0.2 | $0 |
| MARGARET N ZUSKY | DIRECTOR Trustee or director | 0.2 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR YITZHAK BAKAL | PRESIDENT (THRU 12/31/23) Officer | 38 | $274,408 | $24,513 |
| HILDEGARDE PARIS | CHIEF OPERATING OFFICER Officer | 40 | $257,428 | $34,356 |
| DR PAUL DANN | PRESIDENT (AS OF 1/1/24)/EXEC DIR Officer | 40 | $246,848 | $36,457 |
| LYNN BISHOP | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $215,642 | $26,966 |
| LYDIA TODD | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $197,378 | $22,718 |
| DR CHUCK MYERS | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $166,639 | $24,111 |
| KATHRYN SWEENEY | ASST CLERK/CHIEF ADMIN OFFICER Officer | 40 | $159,466 | $24,338 |
| PAMELA ROCHA | TREASURER/CHIEF FIN OFFICER Officer | 40 | $148,460 | $24,435 |
| LUKE REYNARD | EXECUTIVE DIRECTOR (AS OF 1/1/24) Highest-paid employee | 0 | $152,053 | $17,625 |
| KRISTINA BOLDEBUCK | DIRECTOR OF BUSINESS APP Highest-paid employee | 40 | $124,552 | $16,805 |
| HOWARD RICH | DIRECTOR Trustee or director | 0.69 | $0 | $0 |
| ROGER MARCORELLE | CHAIR OF THE BOARD Trustee or director, Officer | 0.69 | $0 | $0 |
| DR BARBARA VINICK | CLERK/DIRECTOR Trustee or director, Officer | 0.23 | $0 | $0 |
| BARNET WEINSTEIN | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| DR NANCY GROSSMAN | DIRECTOR Trustee or director | 0.38 | $0 | $0 |
| JAMES ZAFRIS | DIRECTOR (THRU 9/11/23) Trustee or director | 0.08 | $0 | $0 |
| MARGARET N ZUSKY | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| DR MATTHEW SAGAL | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| DR KATHERINE TURNER | DIRECTOR (THRU 12/31/23) Trustee or director | 0.15 | $0 | $0 |
| STEVE HAHN | VICE CHAIR/DIRECTOR Trustee or director, Officer | 0.69 | $0 | $0 |
| DR HARVEY LOWELL | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR YITZHAK BAKAL | PRESIDENT Officer | 38 | $269,369 | $33,137 |
| HILDEGARDE PARIS | CHIEF OPERATING OFFICER Officer | 40 | $250,468 | $33,159 |
| DR PAUL DANN | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $244,288 | $32,493 |
| LYNN BISHOP | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $208,208 | $26,034 |
| LYDIA TODD | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $198,052 | $21,881 |
| KATHRYN SWEENEY | ASST CLK/ED OF ADM & FIN Officer | 40 | $157,045 | $22,596 |
| DR CHUCK MYERS | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $158,087 | $17,540 |
| PAMELA ROCHA | TREASURER/CHIEF FIN OFFICER Officer | 40 | $147,079 | $23,362 |
| KRISTINA BOLDEBUCK | DIRECTOR OF BUSINESS APP Highest-paid employee | 40 | $123,844 | $15,652 |
| HOWARD RICH | CHAIR OF THE BOARD Trustee or director, Officer | 0.69 | $0 | $0 |
| DR BARBARA VINICK | CLERK/DIRECTOR Trustee or director, Officer | 0.23 | $0 | $0 |
| ROGER MARCORELLE | VICE CHAIR/DIRECTOR Trustee or director, Officer | 0.69 | $0 | $0 |
| BARNET WEINSTEIN | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| DR NANCY GROSSMAN | DIRECTOR Trustee or director | 0.38 | $0 | $0 |
| JAMES ZAFRIS | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| MARGARET N ZUSKY | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| DR MATTHEW SAGAL | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| DR KATHERINE TURNER | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| STEVE HAHN | DIRECTOR Trustee or director | 0.69 | $0 | $0 |
| DR HARVEY LOWELL | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 90 MAPLE STREET UNIT 2, STONEHAM, MA 02180-3150
- In care of
- % PAMELA ROCHA
- Principal officer (990 for 2024)
- DR PAUL DANN, 90 MAPLE STREET UNIT 2, STONEHAM, MA 02180
- Signed the 990
- PAMELA ROCHA, TREASURER & CFO
- Phone
- (978) 538-0286
- Website
- WWW.NAFI.COM
- Return prepared by
- KPMG LLP
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.
Program accomplishments
- 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
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2921507
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Group exemption
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P300)
- Group exemption
- 9242 (4 member organizations)
- Assets (IRS master file)
- $11,043,501
- Income (IRS master file)
- $8,320,894
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,320,894 | $7,156,190 | $11,043,501 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $10,017,208 | $9,067,976 | $10,170,899 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $8,567,392 | $7,848,461 | $8,438,654 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $7,848,572 | $7,139,242 | $8,876,686 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 04-2921507).
Questions about NORTH AMERICAN FAMILY INSTITUTE INC
- What is the EIN of NORTH AMERICAN FAMILY INSTITUTE INC?
- The employer identification number (EIN) of NORTH AMERICAN FAMILY INSTITUTE INC is 04-2921507.
- Is NORTH AMERICAN FAMILY INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to NORTH AMERICAN FAMILY INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- Which annual return does NORTH AMERICAN FAMILY INSTITUTE INC 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 NORTH AMERICAN FAMILY INSTITUTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH AMERICAN FAMILY INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NORTH AMERICAN FAMILY INSTITUTE INC?
- The 990 for the year ended June 30, 2025 names DR PAUL DANN.
- Who are the officers and directors of NORTH AMERICAN FAMILY INSTITUTE INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 10 received compensation from the organization, the highest $308,478 (DR PAUL DANN, PRESIDENT & CEO).
- How much revenue does NORTH AMERICAN FAMILY INSTITUTE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,320,894, expenses of $7,156,190 and total assets of $11,043,501 at year end.
Organizations in its group exemption (4)
- NORTH AMERICAN FAMILY INSTITUTE INC EIN 04-3161042 · CONTOOCOOK, NH · last filed 990 for 2025
- NORTH AMERICAN FAMILY INSTITUTE INC EIN 23-7378470 · DANVERS, MA · last filed 990 for 2025
- NORTH AMERICAN FAMILY INSTITUTE INC EIN 90-0059160 · HARTFORD, CT · last filed 990 for 2025
- NORTH AMERICAN FAMILY INSTITUTE INC EIN 03-0304434 · S BURLINGTON, VT · last filed 990 for 2025
Other nonprofits in STONEHAM
- A LEG FOREVER EIN 47-1018858 · last filed 990 for 2025
- JB LINE INC EIN 45-5213299 · last filed 990 for 2024
- SENIOR CENTER FRIENDS OF STONEHAM INC EIN 27-2356616 · last filed 990-EZ for 2025
- MATTHEW SAGARINO CHARITABLE FUND INC EIN 36-5131628 · last filed 990-EZ for 2025
- FRIENDS OF FLYING SANTA INC EIN 04-3363603 · last filed 990-EZ for 2024
- HELPING OUR TROOPS MASSACHUSETTS INC EIN 26-3338764 · last filed 990-N for 2023
- LIGHT IT UP BLUE INC EIN 80-0806918 · last filed 990-N for 2025
- GENLYNK INC EIN 85-2332577 · last filed 990-N for 2025