Totals
- Total revenue
- $6,543,497
- Total expenses
- $5,762,301
- Contributions and grants received
- $6,241,682
- Grants paid
- $60,000
- Program service revenue
- $176,260
- Investment income
- $125,555
- Other revenue
- $0
- Total assets, end of year
- $6,824,922
- Total liabilities, end of year
- $1,768,754
- Net assets or fund balances, end of year
- $5,056,168
- Program services expenses (Part IX)
- $4,842,789
- Management and general expenses
- $599,719
- Fundraising expenses
- $319,793
- Program service expenses (Part III)
- $4,842,789
Program services were 84.0% 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.
-
1a · Federated campaigns
$45,778
-
1e · Government grants (contributions)
$4,419,548
-
1f · All other contributions, gifts and grants
$1,776,356
-
2a · Program service revenue: LICENSING CONTRACTS
total $130,000 · related or exempt $130,000
-
2b · Program service revenue: TRAINING CONTRACTS
total $42,000 · related or exempt $42,000
-
2c · Program service revenue: OTHER FEES
total $3,380 · related or exempt $3,380
-
2d · Program service revenue: PUBLICATIONS
total $880 · related or exempt $880
-
3 · Investment income
total $121,396 · excluded $121,396
-
7a · Gross sales of assets other than inventory
securities $4,230
-
7b · Less cost or other basis and sales expenses
securities $71
-
7c · Gain or loss
securities $4,159
-
7d · Net gain or loss
total $4,159 · excluded $4,159
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $60,000 · program services $60,000
-
5 · Compensation of officers, directors and key employees
total $323,619 · program services $175,500 · management and general $142,396 · fundraising $5,723
-
7 · Other salaries and wages
total $1,727,461 · program services $1,479,726 · management and general $224,916 · fundraising $22,819
-
8 · Pension plan contributions
total $71,791 · program services $64,154 · management and general $6,662 · fundraising $975
-
9 · Other employee benefits
total $305,139 · program services $252,700 · management and general $48,391 · fundraising $4,048
-
10 · Payroll taxes
total $158,549 · program services $128,745 · management and general $27,613 · fundraising $2,191
-
11b · Fees: legal
total $4,745 · management and general $4,745
-
11c · Fees: accounting
total $31,000 · management and general $31,000
-
11g · Fees: other
total $2,068,136 · program services $1,774,028 · management and general $18,744 · fundraising $275,364
-
12 · Advertising and promotion
total $64,362 · program services $64,362
-
13 · Office expenses
total $82,974 · program services $73,853 · management and general $8,123 · fundraising $998
-
14 · Information technology
total $551,375 · program services $510,823 · management and general $36,254 · fundraising $4,298
-
16 · Occupancy
total $236,064 · program services $194,070 · management and general $38,907 · fundraising $3,087
-
17 · Travel
total $56,157 · program services $47,834 · management and general $8,323
-
22 · Depreciation, depletion and amortization
total $5,189 · program services $4,213 · management and general $904 · fundraising $72
-
23 · Insurance
total $15,740 · program services $12,781 · management and general $2,741 · fundraising $218
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $191 · end of year $125
-
2 · Savings and temporary cash investments
beginning of year $195,666 · end of year $152,948
-
3 · Pledges and grants receivable
beginning of year $1,798,497 · end of year $2,672,059
-
4 · Accounts receivable
beginning of year $34,750 · end of year $75,500
-
9 · Prepaid expenses and deferred charges
beginning of year $63,330 · end of year $58,133
-
10a · Land, buildings and equipment: cost or other basis
$145,966
-
10b · Land, buildings and equipment: accumulated depreciation
$126,953
-
10c · Land, buildings and equipment, net
beginning of year $24,202 · end of year $19,013
-
11 · Investments: publicly traded securities
beginning of year $2,925,848 · end of year $2,768,052
-
15 · Other assets
beginning of year $1,208,907 · end of year $1,079,092
-
17 · Accounts payable and accrued expenses
beginning of year $823,310 · end of year $733,660
-
25 · Other liabilities
beginning of year $1,188,865 · end of year $1,035,094
-
27 · Net assets without donor restrictions
beginning of year $3,719,845 · end of year $3,934,347
-
28 · Net assets with donor restrictions
beginning of year $519,371 · end of year $1,121,821
Mission and programs · 2023
Mission
TO SUPPORT AND ASSIST CAREGIVERS OF ADULTS WITH CHRONIC DISEASES AND CONDITIONS THROUGH EDUCATION, SERVICES, RESEARCH AND ADVOCACY.
-
FOUNDED IN 1977, FAMILY CAREGIVER ALLIANCE (FCA) IS A CALIFORNIA BASED NOT-FOR-PROFIT CORPORATION PROVIDING DATA DRIVEN AND COMPASSIONATE KNOWLEDGE, SERVICE AND SUPPORT TO FAMILY/FRIEND CAREGIVERS AND ADULTS (ONSET OF DISABILITY 18YRS+) LIVING WITH PHYSICAL AND COGNITIVE IMPAIRMENTS, SUCH AS PARKINSON'S, STROKE, ALZHEIMER'S, OTHER DEMENTIAS, MULTIPLE SCLEROSIS, ALS, AND RELATED AGE-RELATED FRAILTY. OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR FAMILY CAREGIVERS AND THE PEOPLE WHO RECEIVE THEIR CARE. FCA'S SKILLED AND EXPERIENCED STAFF CONDUCT COMPREHENSIVE CAREGIVER ASSESSMENT/CARE PLANNING, DIRECT CARE SKILLS EDUCATION, LEAD WELLNESS PROGRAMS, PROVIDE STIPENDS TO COVER PURCHASE OF RESPITE CARE, LEGAL/FINANCIAL CONSULTATION, AND THERAPEUTIC COUNSELING. DESIGNED IN CONSULTATION WITH CAREGIVERS, THE SUPPORT, TAILORED INFORMATION, AND TOOLS HELP TO MANAGE THE OFTEN EMOTIONALLY AND PHYSICALLY COMPLEX RESPONSIBILITIES OF CARING FOR A CHRONICALLY ILL LOVED ONE. RECOGNIZED AS A NATIONAL MODEL FOR FAMILY CAREGIVER SERVICES FOR ADULTS, FCA COLLABORATED WITH PARTNERS SECURING LEGISLATION TO PILOT ONE OF THE FIRST PROGRAMS TO SUPPORT FAMILY CAREGIVERS IN THE NATION. ADDITIONAL LEGISLATION PASSED IN 1984 REPLICATED FCA'S SERVICE MODEL THROUGHOUT THE STATE OF CALIFORNIA TO ESTABLISH A NETWORK OF 11 CAREGIVER RESOURCE CENTERS (CRCS). IN 2016 FCA CONCEIVED OF AND BUILT CARENAV, A DIGITAL CAREGIVER RECORD SYSTEM AND 24-7 SERVICE DELIVERY PORTAL, WITH THE GOAL TO IMPROVE CAREGIVER ACCESS AND TO REACH MORE CAREGIVERS. AN EXPANSION OF CARENAV TO ALL CRCS IN 2019 PAVING THE WAY FOR THE BEST LONGITUDINAL CAREGIVER DATA SET IN THE NATION WITH OVER 20K UNDUPLICATED RECORDS. HERE WE DOCUMENT THE CAREGIVERS' EXPERIENCE, THE TYPE OF HELP THEY ARE SEEKING, AND WHAT SERVICES MAKE A DIFFERENCE FOR THEIR CARE. SERVING CAREGIVERS LOCALLY WITH IN DEPTH SERVICES, WHILE PROVIDING INFORMATION AND REFERRAL ACROSS THE US FCA DELIVERS: CARENAV, A SECURE ONLINE SOLUTION FOR QUALITY INFORMATION, SUPPORT, AND RESOURCES FOR FAMILY CAREGIVERS AVAILABLE 24/7. THE BAY AREA CAREGIVER RESOURCE CENTER (BA-CRC) PROVIDING DIRECT SERVICES TO SIX-COUNTIES OF THE SAN FRANCISCO BAY AREA (ALAMEDA, CONTRA COSTA, MARIN, SAN MATEO, SAN FRANCISCO, SANTA CLARA). FAMILY CAREGIVER SERVICES BY STATE DIGITAL RESOURCE MAP AND SKILLED CAREGIVER RESOURCE SPECIALISTS WHO CONNECT FAMILIES, FRIENDS TO RESOURCES AND SERVICES THAT THEY NEED. THE NATIONAL CENTER ON CAREGIVING UNITING RESEARCH, POLICY, AND PRACTICE TO ADVANCE THE DEVELOPMENT OF HIGH-QUALITY, COST-EFFECTIVE PROGRAMS AND POLICIES IN EVERY STATE. FCA, IN PARTNERSHIP WITH TEMBO HEALTH, ARE COLLABORATING ON A GUIDE MODEL OF CARE - A NEW MEDICARE PROGRAM (JULY 2024) AND 8 YR RESEARCH PROJECT DESIGNED TO ATTRACT MEDICARE PART B, PRIMARY CARE AND DEMENTIA CARE PROVIDERS - TO OFFER A COMPREHENSIVE, STANDARDIZED CARE DELIVERY APPROACH FOR ELIGIBLE INDIVIDUALS AND FAMILIES. FCA HIGHLIGHTS: THE CALIFORNIA CAREGIVER RESOURCE CENTERS (CRCS) ARE MEETING VITAL CAREGIVER NEEDS ACROSS CALIFORNIA NOW MORE THAN EVER. THANKS TO THE USE OF FCA'S CARENAV PORTAL, ACCURATE DATA IS NOW AVAILABLE DRIVING MORE INFORMED SERVICE DELIVERY AND PROGRAM IMPROVEMENTS. AN INTERACTIVE CLIENT RECORD SYSTEM AND SERVICE DELIVERY PORTAL IS HELPING TO CAPTURE AND REPORT CRC CARE RECIPIENT AND CAREGIVER DATA (DEMOGRAPHICS, CARE RECIPIENT DIRECT CARE NEEDS, SERVICE NEEDS AND USAGE AND CAREGIVER ASSESSMENT INFORMATION) WHILE SIGNIFICANTLY INCREASING THE NUMBER OF WAYS INDIVIDUALS AND FAMILIES CAN CONNECT WITH SUPPORT. THE CAREGIVER RESOURCE CENTERS HAVE A BROAD REACH ACROSS AGE, INCOME, AND DIAGNOSIS OF THE CARE RECIPIENT TO MEET CAREGIVING FAMILIES WHEREVER THEY ARE IN THEIR CAREGIVING CONTINUUM. ESTABLISHED IN THIS WAY, OFTEN OVERLOOKED MIDDLE-INCOME FAMILIES WHO STRUGGLE TO STAY IN THE WORKFORCE AND PROVIDE CARE ARE A KEY FOCUS FOR CRC SERVICES AND SUPPORT. REFLECTING THE COMMUNITY WHERE WE LIVE: SINCE ITS INCEPTION, FCA HAS RECOGNIZED THE GEOGRAPHIC, SOCIAL, AND ECONOMIC DIVERSITY OF THE SF BAY AREA WHERE WE ARE LOCATED AND PROVIDES CORE DIRECT SERVICES TO THOSE IN NEED. FCA'S STAFF, BOARD OF DIRECTORS, AND RESOURCES (SUPPORT GROUPS, SKILL-BUILDING CLASSES, WRITTEN, VIDEO AND AUDIO CONTENT) REFLECT THE CLIENTS WE SERVE. TO ADDRESS A LEARNING GAP, WE CREATED AND LAUNCHED A 4-HR DIGITAL TRAINING TITLED, "IMPROVING PRACTICE: WORKING WITH DIVERSE FAMILY CAREGIVERS." DESIGNED FOR PROFESSIONALS WHO WORK WITH FAMILY/FRIEND CAREGIVERS, THIS COURSE INCLUDES VIDEO INTERVIEWS FROM OVER 40 FAMILY CAREGIVERS AND PROFESSIONALS WHO SERVE CAREGIVERS, DOCUMENTING THE CHALLENGES OF DIVERSE FAMILY CAREGIVING WHILE PROVIDING PRACTICAL TOOLS TO USE TO IMPROVE SERVICE DELIVERY. THIS TRAINING, FOUND AT LEARN.CAREGIVER.ORG WAS MADE POSSIBLE THANKS TO FUNDING FROM CALGROWS, AN INITIATIVE OF THE CALIFORNIA DEPARTMENT OF AGING. BEST PROGRAMS FOR CAREGIVERS (BPC) HELPS TO INCREASE ACCESS TO PROVEN EVIDENCED-BASED DEMENTIA CARE PROGRAMS. THIS EASY-TO-USE, DATA-RICH RESOURCE OFFERS COMMUNITY PROVIDERS, FAMILIES, AND FRIENDS WHO CARE FOR SOMEONE WITH DEMENTIA WITH DETAILED INFORMATION ON 44 PROVEN DEMENTIA CAREGIVING PROGRAMS LOCATED ACROSS THE U.S. HEALTHCARE, AGING, AND SOCIAL SERVICE PROVIDERS WILL FIND THE OPTION TO COMPARE PROGRAMS BY FEATURES TO HELP SELECT PROGRAMS TO MATCH THEIR CLIENTELE'S NEEDS. INCLUDES IN-DEPTH INFORMATION ON KEY RESEARCH FINDINGS AND REAL-WORLD EXPERIENCES. NEW THIS YEAR, FAMILY AND FRIEND CAREGIVERS NOW HAVE ACCESS TO A ZIP CODE LOOK UP FEATURE TO LOCATE PROGRAMS ALL IN ONE EASY PLACE AND TO GET A SNAPSHOT OF THE SERVICES PROVIDED INCLUDING ELIGIBILITY INFORMATION. BPC IS A PRODUCT OF THE COLLABORATION AMONG THREE LEADING ORGANIZATIONS IN THE FIELD OF AGING AND CAREGIVING: BENJAMIN ROSE INSTITUTE ON AGING, CENTER FOR RESEARCH & EDUCATION; FAMILY CAREGIVER ALLIANCE; AND THE GERONTOLOGICAL SOCIETY OF AMERICA AND A NEWER PARTNER: THE DIVERSE ELDERS COALITION. PROJECT FUNDERS ARE THE JOHN A. HARTFORD FOUNDATION, ARCHSTONE FOUNDATION AND RRF FOUNDATION FOR AGING. BPC COMMUNITIES. TO LEARN MORE, VISIT BEST PRACTICE CAREGIVING. FAMILY CAREGIVER ALLIANCE IS PROUD TO OFFER TIMELY, READY-TO-USE INFORMATION AND EDUCATION. WITH 600+ ARTICLES, VIDEOS, AUDIO FILES AND RESOURCES TO HELP INFORM AND EQUIP CAREGIVERS WITH THE INFORMATION THEY SEEK, THESE RESOURCES ARE FREE OF CHARGE AND USED BY THOUSANDS OF CAREGIVERS AND COMMUNITY ORGANIZATIONS WHO DOWNLOAD THESE FOR THEIR CLIENTS. MOST RECENTLY WE ARE PUBLISHING A NEW REGULAR SERIES, SMART CAREGIVING, DOCUMENTING THE MOST OFTEN ASKED QUESTIONS TO OUR RESOURCE SPECIALISTS FROM ACROSS THE US.
Expenses $4,842,789 · Grants $60,000 · Revenue $176,260
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Karen SperlingKAREN SPERLING
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Ian TongIAN TONG
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Amanda Breeden WarnerAMANDA BREEDEN WARNER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Keely StevensonKEELY STEVENSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Celine TakatsunoCELINE TAKATSUNO
MEMBER (THRU 11/24)
- Total calculated
- $0
- Hours/week
- 1
-
Wyatt RitchieWYATT RITCHIE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Athan BezaitisATHAN BEZAITIS
MEMBER (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 1
-
Shruti KothariSHRUTI KOTHARI
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tiffany RiserTIFFANY RISER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Deborah KanDEBORAH KAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott PeiferSCOTT PEIFER
MEMBER (THRU 11/24)
- Total calculated
- $0
- Hours/week
- 1
-
Mary Ellen KullmanMARY ELLEN KULLMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Amber ChristAMBER CHRIST
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marda StothersMARDA STOTHERS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen KellyKATHLEEN KELLY
EXECUTIVE DIRECTOR
- Total calculated
- $189,083
- From this org
- $163,122
- From related orgs
- $0
- Other
- $25,961
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $152,322
- Bonus
- $10,800
- Other
- $0
- Deferred
- $8,178
- Nontaxable benefits
- $17,783
- Filer's total
- $189,083
-
Stephen HuSTEPHEN HU
FISCAL DIRECTOR
- Total calculated
- $121,247
- From this org
- $105,113
- From related orgs
- $0
- Other
- $16,134
- Hours/week
- 37.5
-
Leah EskenaziLEAH ESKENAZI
OPERATIONS DIRECTOR
- Total calculated
- $128,550
- From this org
- $112,355
- From related orgs
- $0
- Other
- $16,195
- Hours/week
- 37.5
-
Christina IrvingCHRISTINA IRVING
CRC DIRECTOR
- Total calculated
- $117,794
- From this org
- $106,500
- From related orgs
- $0
- Other
- $11,294
- Hours/week
- 37.5
-
Albert MartinezALBERT MARTINEZ
MARKETING DIRECTOR
- Total calculated
- $114,870
- From this org
- $107,350
- From related orgs
- $0
- Other
- $7,520
- Hours/week
- 37.5
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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 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
-
$20,000
INNOVATIONS IN ALZHEIMER'S CAREGIVING AWARDS
-
INNOVATIONS IN ALZHEIMER'S CAREGIVING AWARDS
-
DEMENTIA FRIENDLY SALINE
$20,000
INNOVATIONS IN ALZHEIMER'S CAREGIVING AWARDS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541339349305424
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.