North American Family Institute Inc (EIN 042921507) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Phone

9785380286

Tax Period

2024-07-01 to 2025-06-30

North American Family Institute Inc, founded in 1986, is a community nonprofit in the Human Services sector that reported $8.3M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $7.2M left a modest 14% surplus.

Mission

TO CREATE COMMUNITY ENVIRONMENTS BASED UPON PRINCIPALS OF DIGNITY AND RESPECT THAT HELP CHILDREN, ADULTS, AND FAMILIES GROW AND CHANGE IN ORDER TO BETTER THEIR LIVES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $31,620

Program Service Revenue $7,920,933

Investment Income $364,571

Other Revenue $3,770

TOTAL REVENUE $8,320,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,553,578

Fundraising Expenses $0

Program Expenses $2,795,689

Other Expenses $2,602,612

TOTAL EXPENSES $7,156,190

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,320,894	$10,017,208	-0.2%
Expenses	$7,156,190	$9,067,976	-0.2%
Net Income	$1,164,704	$949,232	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

126

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,144,745

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR BARBARA VINICK	CLERK & DIRECTOR	0.2	Officer Director	$0	$0	$0
ROGER MARCORELLE	CHAIRMAN & DIRECTOR	0.7	Officer Director	$0	$0	$0
STEVE HAHN	VICE CHAIR & DIRECTOR	0.7	Officer Director	$0	$0	$0
BARNET WEINSTEIN	DIRECTOR	0.2	Director	$0	$0	$0
DR HARVEY LOWELL	DIRECTOR	0.2	Director	$0	$0	$0
DR JOLAN RIVERA	DIRECTOR (AS OF 3/2/25)	0.1	Director	$0	$0	$0
DR MATTHEW SAGAL	DIRECTOR	0.2	Director	$0	$0	$0
DR NANCY GROSSMAN	DIRECTOR	0.4	Director	$0	$0	$0
HOWARD RICH	DIRECTOR	0.2	Director	$0	$0	$0
MARGARET N ZUSKY	DIRECTOR	0.2	Director	$0	$0	$0
DR PAUL DANN	PRESIDENT & CEO	40.0	Officer	$308,478	$40,164	$348,642
DR YITZHAK BAKAL	EXECUTIVE DIRECTOR (AS OF 1/1/24)	7.0	Officer	$102,796	$2,569	$105,365
HILDEGARDE PARIS	CHIEF OPERATING OFFICER	40.0	Officer	$280,815	$35,357	$316,172
KATHRYN SWEENEY	ASST CLERK & CAO	40.0	Officer	$166,646	$25,883	$192,529
PAMELA ROCHA	TREASURER & CFO	40.0	Officer	$156,679	$25,358	$182,037
DR CHARLES MYERS	EXECUTIVE DIRECTOR	0.0	Highest	$196,792	$26,286	$223,078
KRISTINA BOLDEBUCK	DIRECTOR OF BUSINESS APP	40.0	Highest	$133,253	$17,510	$150,763
LUKE REYNARD	EXECUTIVE DIRECTOR	0.0	Highest	$182,122	$19,955	$202,077
LYDIA TODD	EXECUTIVE DIRECTOR	0.0	Highest	$207,899	$23,468	$231,367
LYNN BISHOP	EXECUTIVE DIRECTOR	0.0	Highest	$225,826	$28,934	$254,760

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$8,320,894	$7,156,190	$11,043,501	$1,164,704
2024	$10,017,208	$9,067,976	$10,170,899	$949,232
2023	$8,567,392	$7,848,461	$8,438,654	$718,931
2022	$7,848,572	$7,139,242	$8,876,686	$709,330
2021	$7,132,764	$6,676,121	$8,201,283	$456,643
2020	$6,575,260	$6,738,289	$7,222,819	$-163,029
2019	$10,256,118	$10,214,439	$7,622,912	$41,679
2018	$9,972,397	$10,659,926	$6,358,644	$-687,529

North American Family Institute Inc