AUMdb

North American Family Institute Inc

EIN 042921507 · 501(c)(3) · Public charity · Stoneham, MA · recognized 1986

Assets
$10.2M
Revenue
$10.0M
Expenses
$9.1M
Investment income
$395K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Ukg Inc Payroll services $347,732
Netsmart Technologies Inc Info technology $288,714
Cliftonlarsonallen Llp Audit services $192,535
Savannah Family Institute Inc License fees $178,697
Jmk Systems Solutions Inc Info technology $111,612

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Dr Yitzhak Bakal President (thru 12/31/23) $274,408 $24,513
Hildegarde Paris Chief operating officer $257,428 $34,356
Dr Paul Dann President (as of 1/1/24)/exec dir $246,848 $36,457
Lynn Bishop Executive director $215,642 $26,966
Lydia Todd Executive director $197,378 $22,718
Dr Chuck Myers Executive director $166,639 $24,111
Kathryn Sweeney Asst clerk/chief admin officer $159,466 $24,338
Luke Reynard Executive director (as of 1/1/24) $152,053 $17,625
Pamela Rocha Treasurer/chief fin officer $148,460 $24,435
Kristina Boldebuck Director of business app $124,552 $16,805
Dr Harvey Lowell Director $0 $0
Steve Hahn Vice chair/director $0 $0
Dr Katherine Turner Director (thru 12/31/23) $0 $0
Dr Matthew Sagal Director $0 $0
Margaret N Zusky Director $0 $0
James Zafris Director (thru 9/11/23) $0 $0
Dr Nancy Grossman Director $0 $0
Barnet Weinstein Director $0 $0
Dr Barbara Vinick Clerk/director $0 $0
Roger Marcorelle Chair of the board $0 $0
Howard Rich Director $0 $0