Form 990 for tax year 2022
Filed by NATIONAL ALLIANCE FOR CAREGIVING.
Totals
- Total revenue
- $2,003,632
- Total expenses
- $1,391,756
- Contributions and grants received
- $1,397,978
- Grants paid
- $10,000
- Program service revenue
- $602,329
- Investment income
- $3,325
- Other revenue
- $0
- Total assets, end of year
- $1,850,298
- Total liabilities, end of year
- $783,082
- Net assets or fund balances, end of year
- $1,067,216
- Program services expenses (Part IX)
- $885,849
- Management and general expenses
- $392,187
- Fundraising expenses
- $113,720
- Program service expenses (Part III)
- $885,849
Program services were 63.6% 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
$1,397,978
-
2a · Program service revenue: MEMBERSHIP DUES
total $559,125 · related or exempt $559,125
-
2b · Program service revenue: CONSULTING SERVICES
total $32,429 · related or exempt $32,429
-
2c · Program service revenue: HONORARIA AND STIPENDS
total $10,775 · related or exempt $10,775
-
3 · Investment income
total $3,325 · excluded $3,325
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $10,000 · program services $10,000
-
5 · Compensation of officers, directors and key employees
total $299,438 · program services $173,721 · management and general $90,743 · fundraising $34,974
-
7 · Other salaries and wages
total $433,415 · program services $247,824 · management and general $136,149 · fundraising $49,442
-
8 · Pension plan contributions
total $37,924 · program services $24,470 · management and general $8,221 · fundraising $5,233
-
9 · Other employee benefits
total $40,794 · program services $26,322 · management and general $8,843 · fundraising $5,629
-
10 · Payroll taxes
total $48,930 · program services $31,572 · management and general $10,607 · fundraising $6,751
-
11b · Fees: legal
total $12,397 · management and general $12,397
-
11c · Fees: accounting
total $42,335 · management and general $42,335
-
11g · Fees: other
total $248,816 · program services $242,812 · management and general $5,336 · fundraising $668
-
12 · Advertising and promotion
total $5 · management and general $5
-
13 · Office expenses
total $51,429 · program services $33,799 · management and general $14,721 · fundraising $2,909
-
14 · Information technology
total $39,383 · program services $30,944 · management and general $8,320 · fundraising $119
-
16 · Occupancy
total $79,691 · program services $39,257 · management and general $32,639 · fundraising $7,795
-
17 · Travel
total $14,173 · program services $11,736 · management and general $2,437
-
19 · Conferences, conventions and meetings
total $1,622 · program services $1,343 · management and general $279
-
22 · Depreciation, depletion and amortization
total $1,394 · management and general $1,394
-
23 · Insurance
total $5,799 · management and general $5,799
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $24,211 · program services $12,049 · management and general $11,962 · fundraising $200
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $58,841 · end of year $34,694
-
2 · Savings and temporary cash investments
beginning of year $1,014,012 · end of year $1,117,475
-
3 · Pledges and grants receivable
beginning of year $150,000 · end of year $8,034
-
4 · Accounts receivable
beginning of year $161,562 · end of year $167,500
-
9 · Prepaid expenses and deferred charges
beginning of year $10,525 · end of year $1,595
-
10a · Land, buildings and equipment: cost or other basis
$17,284
-
10b · Land, buildings and equipment: accumulated depreciation
$9,778
-
10c · Land, buildings and equipment, net
beginning of year $2,769 · end of year $7,506
-
15 · Other assets
beginning of year $12,713 · end of year $513,494
-
17 · Accounts payable and accrued expenses
beginning of year $150,495 · end of year $79,488
-
19 · Deferred revenue
beginning of year $804,587 · end of year $141,000
-
25 · Other liabilities
beginning of year $0 · end of year $562,594
-
27 · Net assets without donor restrictions
beginning of year $305,340 · end of year $339,487
-
28 · Net assets with donor restrictions
beginning of year $150,000 · end of year $727,729
Mission and programs · 2022
Mission
WE BUILD PARTNERSHIPS IN RESEARCH, ADVOCACY, AND INNOVATION TO MAKE LIFE BETTER FOR FAMILY CAREGIVERS.
-
ESTABLISHED IN 1996, THE NATIONAL ALLIANCE FOR CAREGIVING (NAC) IS A NONPROFIT COALITION OF NATIONAL ORGANIZATIONS CATALYZING SYSTEM CHANGE TO BUILD HEALTH, WEALTH, AND EQUITY FOR AMERICA'S 53 MILLION FAMILY CAREGIVERS. WE SHARE A VISION OF A SOCIETY THAT VALUES, SUPPORTS AND EMPOWERS FAMILY CAREGIVERS TO THRIVE AT HOME, WORK AND LIFE. THE ALLIANCE CONDUCTS RESEARCH, DOES POLICY ANALYSIS, DEVELOPS NATIONAL BEST-PRACTICE PROGRAMS, AND WORKS TO INCREASE PUBLIC AWARENESS OF FAMILY CAREGIVING ISSUES. WE PROVIDE TECHNICAL SUPPORT AND NETWORKING FOR MORE THAN 80 STATE AND LOCAL CAREGIVING COALITIONS ACROSS THE UNITED STATES. SEE CONTINUATION ON SCHEDULE O.FRAMING OUR WORK ARE FOUR IMPACT PRIORITIES: BUILD CAREGIVER HEALTH AND WELLNESS; MOBILIZE COMMUNITY SUPPORT FOR FAMILY CAREGIVERS; CHAMPION ECONOMIC JUSTICE FOR CAREGIVERS; AND BUILD CAREGIVER EQUITY AND INCLUSION. NOTABLE EFFORTS OF THE ALLIANCE DURING 2022 INCLUDED LAUNCHING INITIATIVES EXPLORING THE MENTAL HEALTH OF FAMILY CAREGIVERS; IDENTIFYING SYSTEM CHALLENGES FACING FAMILY CAREGIVERS OF TRANSPLANT PATIENTS; RESEARCHING AND ORGANIZING A GUIDE FOR PATIENT ADVOCACY ORGANIZATIONS TO SUPPORT DIVERSE FAMILY CAREGIVERS; AND CONVENING THE SECOND WORLD CARERS CONVERSATION, A GLOBAL VIRTUAL EVENT WHERE PRACTITIONERS, RESEARCHERS, POLICYMAKERS AND CARER ADVOCATES FROM AROUND THE GLOBE GATHERED TO HIGHLIGHT AND SHARE INNOVATIONS IN CAREGIVING RESEARCH, PRACTICE AND POLICY. NAC ALSO RELEASED THE REPORT, CHRONIC DISEASE FAMILY CAREGIVING THROUGH A PUBLIC HEALTH LENS, AND CONTINUED ITS ADVOCACY EFFORTS TO SUPPORT KEY POLICY INITIATIVES DIRECTLY IMPACTING FAMILY CAREGIVERS, INCLUDING THE R.A.I.S.E. FAMILY CAREGIVERS ACT.
Expenses $885,849 · Grants $10,000 · Revenue $602,329
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Janet McUlskyJANET MCULSKY
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
James Murphy MsJAMES MURPHY MS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Sandy Markwood MsSANDY MARKWOOD MS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
James Appleby Bspharm MPHJAMES APPLEBY BSPHARM MPH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Cindy Hounsell JDCINDY HOUNSELL JD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lakelyn Hogan Eichenberge PhDLAKELYN HOGAN EICHENBERGE PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Regina Shih Ph DREGINA SHIH PH D
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott T Williams MpaSCOTT T WILLIAMS MPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan Reinhard RN PhD Thru SepSUSAN REINHARD RN PHD THRU SEP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rita Choula MaRITA CHOULA MA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
C Grace Whiting JDC GRACE WHITING JD
PRESIDENT/CEO (THRU 12/31/21)
- Total calculated
- $53,275
- From this org
- $52,767
- From related orgs
- $0
- Other
- $508
- Hours/week
- 0
-
Patrice HeinzPATRICE HEINZ
COO
- Total calculated
- $154,100
- From this org
- $128,435
- From related orgs
- $0
- Other
- $25,665
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $128,435
- Bonus
- $0
- Other
- $0
- Deferred
- $13,125
- Nontaxable benefits
- $12,540
- Filer's total
- $154,100
-
Jason ResendezJASON RESENDEZ
PRESIDENT/CEO
- Total calculated
- $92,063
- From this org
- $84,135
- From related orgs
- $0
- Other
- $7,928
- Hours/week
- 50
-
Michael Wittke Bsw MpaMICHAEL WITTKE BSW MPA
VP POLICY AND ADVOCACY
- Total calculated
- $117,394
- From this org
- $105,769
- From related orgs
- $0
- Other
- $11,625
- Hours/week
- 45
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 · Written employment contract
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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
The filer's explanations (Part III)
- PART I, LINE 4A
- C. GRACE WHITING, J.D. $52,767 SEVERANCE PAYMENT
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
-
$10,000
FACTSHEETS IN PAYIENT ADVISORY TOOLKIT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313139349303231
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