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← NATIONAL ALLIANCE FOR CAREGIVING

Form 990 for tax year 2024

Filed by NATIONAL ALLIANCE FOR CAREGIVING.

Totals

Total revenue
$4,181,207
Total expenses
$3,548,890
Contributions and grants received
$3,527,963
Grants paid
$469,063
Program service revenue
$629,103
Investment income
$24,141
Other revenue
$0
Total assets, end of year
$2,921,041
Total liabilities, end of year
$846,081
Net assets or fund balances, end of year
$2,074,960
Program services expenses (Part IX)
$2,706,282
Management and general expenses
$763,797
Fundraising expenses
$78,811
Program service expenses (Part III)
$2,706,282

Program services were 76.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,527,963

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $403,500 · related or exempt $403,500

  • 2b · Program service revenue: SERVICE REVENUE

    total $203,255 · related or exempt $203,255

  • 2c · Program service revenue: HONORARIA AND STIPENDS

    total $22,348 · related or exempt $22,348

  • 3 · Investment income

    total $24,141 · excluded $24,141

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $469,063 · program services $469,063

  • 5 · Compensation of officers, directors and key employees

    total $433,858 · program services $298,770 · management and general $116,883 · fundraising $18,205

  • 7 · Other salaries and wages

    total $841,939 · program services $563,540 · management and general $243,790 · fundraising $34,609

  • 8 · Pension plan contributions

    total $78,850 · program services $65,804 · management and general $9,227 · fundraising $3,819

  • 9 · Other employee benefits

    total $52,778 · program services $44,046 · management and general $6,176 · fundraising $2,556

  • 10 · Payroll taxes

    total $95,434 · program services $79,644 · management and general $11,168 · fundraising $4,622

  • 11b · Fees: legal

    total $9,665 · program services $425 · management and general $9,240

  • 11c · Fees: accounting

    total $55,964 · management and general $55,964

  • 11g · Fees: other

    total $782,236 · program services $749,152 · management and general $18,084 · fundraising $15,000

  • 12 · Advertising and promotion

    total $5,268 · program services $4,204 · management and general $1,064

  • 13 · Office expenses

    total $81,969 · program services $41,558 · management and general $40,411

  • 14 · Information technology

    total $92,057 · program services $59,287 · management and general $32,770

  • 16 · Occupancy

    total $79,691 · program services $45,087 · management and general $34,604

  • 17 · Travel

    total $103,005 · program services $97,623 · management and general $5,382

  • 19 · Conferences, conventions and meetings

    total $155,367 · program services $153,544 · management and general $1,823

  • 22 · Depreciation, depletion and amortization

    total $1,322 · management and general $1,322

  • 23 · Insurance

    total $7,014 · management and general $7,014

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $154,955 · management and general $154,955

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $46,203 · program services $34,285 · management and general $11,918

  • 24e · All other expenses

    total $2,252 · program services $250 · management and general $2,002

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $43,096 · end of year $240,000

  • 2 · Savings and temporary cash investments

    beginning of year $1,235,357 · end of year $2,028,564

  • 3 · Pledges and grants receivable

    beginning of year $263,239 · end of year $180,478

  • 4 · Accounts receivable

    beginning of year $218,862 · end of year $43,567

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,198 · end of year $54,874

  • 10a · Land, buildings and equipment: cost or other basis

    $17,284

  • 10b · Land, buildings and equipment: accumulated depreciation

    $12,927

  • 10c · Land, buildings and equipment, net

    beginning of year $5,679 · end of year $4,357

  • 15 · Other assets

    beginning of year $441,916 · end of year $369,201

  • 17 · Accounts payable and accrued expenses

    beginning of year $150,824 · end of year $311,475

  • 19 · Deferred revenue

    beginning of year $141,500 · end of year $118,750

  • 25 · Other liabilities

    beginning of year $491,380 · end of year $415,856

  • 27 · Net assets without donor restrictions

    beginning of year $622,814 · end of year $599,918

  • 28 · Net assets with donor restrictions

    beginning of year $819,829 · end of year $1,475,042

Mission and programs · 2024

Mission

WE CATALYZE SYSTEM CHANGE TO BUILD HEALTH, WELLNESS, AND FINANCIAL SECURITY FOR ALL FAMILY CAREGIVERS THROUGH RESEARCH, POLICY, AND NARRATIVE CHANGE.

Activities or mission (Part I)

TO OPERATE A PROGRAM OF RESEARCH, INFORMATION, OUTREACH, PUBLIC AWARENESS, AND TRAINING TO ADVANCE THE WELL-BEING OF FAMILY CAREGIVERS.

  • SINCE 1996, THE NATIONAL ALLIANCE FOR CAREGIVING (NAC) HAS BEEN A CATALYST FOR CHANGE, TRANSFORMING HOW THE UNITED STATES RECOGNIZES, SUPPORTS, AND VALUES OUR 63 MILLION FAMILY CAREGIVERS PROVIDING COMPLEX CARE. THROUGH OUR NATIONALLY RECOGNIZED RESEARCH AND OUR ADVOCACY FOR THE FIRST-EVER NATIONAL STRATEGY TO SUPPORT FAMILY CAREGIVERS, WE DRIVE THE POLICY, SYSTEM, AND CULTURE CHANGE NEEDED TO MAKE FAMILY CAREGIVERS A NATIONAL PRIORITY. WITH MORE THAN 50 MEMBERS, WE BUILD PARTNERSHIPS ACROSS AGING, DISABILITY, HEALTHCARE, PHILANTHROPY, AND THE PRIVATE SECTOR TO MAKE CAREGIVING MORE SUSTAINABLE, EQUITABLE, AND DIGNIFIED.DURING 2024 PROGRAMMING INCLUDED:SHAPING FEDERAL POLICY TO VALUE CARE - IN 2024, NAC LED A DYNAMIC ADVOCACY CAMPAIGN TO STRENGTHEN THE OLDER AMERICANS ACT. AS A PART OF OUR CAREGIVER NATION SUMMIT HILL DAY, MORE THAN 100 ADVOCATES FROM 22 STATES CAME TO WASHINGTON, DC. THESE GRASSROOTS CHAMPIONS MET WITH 100+ CONGRESSIONAL OFFICES TO SHARE POWERFUL STORIES ABOUT HOW OAA PROGRAMS ENABLE CAREGIVERS TO HELP OLDER ADULTS LIVE INDEPENDENTLY WITH DIGNITY. OUR COORDINATED ADVOCACY, ALONGSIDE PARTNERS, HELPED DRIVE THE ACT'S PASSAGE THROUGH THE SENATE. IN FEBRUARY 2024, NAC CHAMPIONED CRUCIAL UPDATES TO OAA REGULATIONS THAT EXPANDED SUPPORT FOR FAMILY CAREGIVERS THROUGH THE AGING SERVICES NETWORK. THE ADMINISTRATION FOR COMMUNITY LIVING EXPANDED THE DEFINITION OF FAMILY CAREGIVERS TO INCLUDE UNMARRIED PARTNERS, FRIENDS, AND NEIGHBORS, WHILE ESTABLISHING CAREGIVERS AS AN ELIGIBLE SERVICE POPULATION AND REQUIRING THEIR INPUT IN STATE AND LOCAL SERVICE PLANNING. THIS ENSURES OAA PROGRAMS BETTER ADDRESS THE CHANGING NEEDS OF FAMILY CAREGIVERS. RESHAPING MEDICARE SUPPORT SYSTEMS THE 2025 MEDICARE PHYSICIAN FEE SCHEDULE MARKED A TURNING POINT IN RECOGNIZING FAMILY CAREGIVERS' VITAL ROLE IN HEALTHCARE DELIVERY. NAC'S ADVOCACY THROUGH THE ACT ON RAISE CAMPAIGN AND CANCER CAREGIVING COLLABORATIVE SECURED EXPANDED ACCESS FOR CAREGIVER TRAINING, PARTICULARLY FOR COMPLEX MEDICAL TASKS. PROTECTING CAREGIVERS' FINANCIAL FUTURE RESPONDING TO OUR RESEARCH SHOWING DEVASTATING FINANCIAL IMPACTS ON FAMILY CAREGIVERS, NAC MOBILIZED ITS NETWORK TO REFORM CREDIT PRACTICES. THE CONSUMER FINANCIAL PROTECTION BUREAU'S JUNE 2024 PROPOSED RULE TO STRENGTHEN THE FAIR AND ACCURATE CREDIT TRANSACTIONS ACT SEEKS TO PREVENT CREDITORS FROM USING MEDICAL DEBT IN CREDIT DECISIONS. THE NATIONAL STRATEGY TO SUPPORT FAMILY CAREGIVERS, LAUNCHED IN 2022, IS TRANSFORMING SUPPORT FOR OUR NATION'S 53 MILLION FAMILY CAREGIVERS PROVIDING COMPLEX CARE. THANKS TO NAC'S ADVOCACY FOR FEDERAL FUNDING, PUBLIC REPORTING, AND ALIGNED POLICYMAKING, NEARLY ALL FEDERAL ACTIONS ARE COMPLETED OR UNDERWAY, WITH AGENCIES COMMITTING TO 40 NEW ACTIONS SINCE LAUNCH. SUPPORT FOR THE NATIONAL STRATEGY HAS HELPED SECURE AN ADDITIONAL $22 MILLION IN FEDERAL AND STATE FUNDING WHILE LEVERAGING $100 MILLION IN PHILANTHROPIC SUPPORT.CATALYZING A MOVEMENT AT OUR CAREGIVER NATION SUMMIT - OUR SECOND ANNUAL CAREGIVER NATION SUMMIT BROUGHT TOGETHER 600+ CAREGIVERS, POLICYMAKERS, AND ADVOCATES IN-PERSON AND VIRTUALLY TO SHAPE THE FUTURE OF CAREGIVING POLICY.DELIVERING CREDIBLE RESEARCH TO DRIVE ACTION - NAC'S EVIDENCE-BASED RESEARCH EQUIPPED ADVOCATES, POLICYMAKERS, AND EMPLOYERS WITH CRUCIAL DATA TO DRIVE EQUITABLE SUPPORT FOR FAMILY CAREGIVERS. WE RELEASED "GAPS AND OPPORTUNITIES: FAMILY CAREGIVER PROGRAMS IN U.S. TRANSPLANT CENTERS," A REPORT THAT ANALYZED THE CAREGIVER SUPPORT PRACTICES AND RESOURCES OF 114 TRANSPLANT CENTERS NATIONWIDE. OUR RESEARCH INFORMED 500 PEER-REVIEWED PUBLICATIONS SPANNING HEALTHCARE AND ECONOMICS, CONTRIBUTING TO A ROBUST EVIDENCE BASE TO TRANSFORM CAREGIVER SUPPORT THROUGH POLICY AND PRACTICE INNOVATIONS. A HIGHLIGHT INCLUDED OUR LANDMARK RESEARCH PROJECT WITH AARP INCLUDED IN THE 2024 ECONOMIC REPORT OF THE PRESIDENT, MAKING THE CASE FOR INVESTMENTS IN LONG-TERM CARE SERVICES AND SUPPORTS.STRENGTHENING OUR NETWORKS TO CATALYZE CHANGE - IN 2024, WE EXPANDED AND STRENGTHENED OUR NETWORKS TO DRIVE SYSTEMIC CHANGE FOR FAMILY CAREGIVERS AT BOTH STATE AND NATIONAL LEVELS. WE LAUNCHED THE CAREGIVER NATION NETWORK, PARTNERING WITH GRANTMAKERS IN AGING TO UNITE GRASSROOTS CHAMPIONS ACROSS 10 STATES FOR PEER-LED ADVOCACY AND LEARNING. THE NETWORK HAS SHAPED LOCAL CAREGIVING NARRATIVES AND POLICY CHANGE, RESULTING IN EIGHT STATES ADOPTING NATIONAL FAMILY CAREGIVERS MONTH PROCLAMATIONS ALIGNED WITH THE NATIONAL STRATEGY TO SUPPORT FAMILY CAREGIVERS.THROUGH OUR CANCER CAREGIVING AND TRANSPLANT CAREGIVING COLLABORATIVES, WE UNITED MORE THAN 500 MEDICAL EXPERTS, FAMILY CAREGIVERS, AND PATIENT ADVOCATES IN TRANSFORMING SERIOUS ILLNESS SUPPORT. THESE INITIATIVES DELIVERED 10 EDUCATIONAL EVENTS FOCUSED ON ADVANCING HEALTH SYSTEM SOLUTIONS FOR SERIOUS ILLNESS CAREGIVING.WITH SUPPORT FROM THE ADMINISTRATION FOR COMMUNITY LIVING, WE LAUNCHED THE CREATING AND ADVANCING CAREGIVING RESEARCH AND EVIDENCE (CARE) NETWORK. THIS INITIATIVE AIMS TO IMPROVE OUR NATION'S CAREGIVING RESEARCH INFRASTRUCTURE, WITH A PARTICULAR FOCUS ON ENHANCING THE DELIVERY OF CAREGIVER SUPPORTS AND SERVICES.

    Expenses $2,706,282 · Grants $469,063 · Revenue $629,103

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JANET MCULSKY

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • JAMES MURPHY MS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SANDY MARKWOOD MS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JAMES C APPLEBY BS MPH SCD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CINDY HOUNSELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAKELYN HOGAN MA MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REGINA SHIH PH D

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT T WILLIAMS MPA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RITA CHOULA MA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICE A HEINZ

    CHIEF OPERATING OFFICER

    Total calculated
    $155,999
    From this org
    $129,246
    From related orgs
    $0
    Other
    $26,753
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $128,746
    Bonus
    $500
    Other
    $0
    Deferred
    $13,210
    Nontaxable benefits
    $13,543
    Filer's total
    $155,999

  • KIMBERLY CANTOR

    CHIEF EXTERNAL AFFAIRS OFFICER (FROM JUL 2024)

    Total calculated
    $58,376
    From this org
    $52,683
    From related orgs
    $0
    Other
    $5,693
    Hours/week
    50

  • JASON RESENDEZ

    PRESIDENT & CHIEF EXECUTIVE OFFICER

    Total calculated
    $219,484
    From this org
    $201,250
    From related orgs
    $0
    Other
    $18,234
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $175,000
    Bonus
    $26,250
    Other
    $0
    Deferred
    $17,500
    Nontaxable benefits
    $734
    Filer's total
    $219,484

  • YADIRA MONTOYA

    PROGRAMS DIRECTOR

    Total calculated
    $112,626
    From this org
    $101,629
    From related orgs
    $0
    Other
    $10,997
    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 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202503159349302625

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