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Nonprofiteer
← NATIONAL ALLIANCE FOR CAREGIVING

Form 990 for tax year 2023

Filed by NATIONAL ALLIANCE FOR CAREGIVING.

Totals

Total revenue
$2,448,679
Total expenses
$2,073,252
Contributions and grants received
$1,663,760
Grants paid
$30,000
Program service revenue
$766,708
Investment income
$16,289
Other revenue
$1,922
Total assets, end of year
$2,226,347
Total liabilities, end of year
$783,704
Net assets or fund balances, end of year
$1,442,643
Program services expenses (Part IX)
$1,426,968
Management and general expenses
$519,312
Fundraising expenses
$126,972
Program service expenses (Part III)
$1,426,968

Program services were 68.8% 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

    $1,663,760

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $622,150 · related or exempt $622,150

  • 2b · Program service revenue: CONSULTING SERVICES

    total $121,749 · related or exempt $121,749

  • 2c · Program service revenue: HONORARIA AND STIPENDS

    total $22,809 · related or exempt $22,809

  • 3 · Investment income

    total $16,289 · excluded $16,289

  • 11d · All other revenue

    total $1,922 · excluded $1,922

  • 11e · Other revenue, total

    $1,922

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,000 · program services $30,000

  • 5 · Compensation of officers, directors and key employees

    total $358,542 · program services $242,417 · management and general $90,736 · fundraising $25,389

  • 7 · Other salaries and wages

    total $530,844 · program services $353,377 · management and general $140,607 · fundraising $36,860

  • 8 · Pension plan contributions

    total $48,689 · program services $36,286 · management and general $8,512 · fundraising $3,891

  • 9 · Other employee benefits

    total $47,395 · program services $35,321 · management and general $8,286 · fundraising $3,788

  • 10 · Payroll taxes

    total $61,829 · program services $46,079 · management and general $10,809 · fundraising $4,941

  • 11b · Fees: legal

    total $5,323 · management and general $5,323

  • 11c · Fees: accounting

    total $70,602 · management and general $70,602

  • 11g · Fees: other

    total $454,900 · program services $400,519 · management and general $8,915 · fundraising $45,466

  • 12 · Advertising and promotion

    total $176 · fundraising $176

  • 13 · Office expenses

    total $59,760 · program services $25,117 · management and general $34,543 · fundraising $100

  • 14 · Information technology

    total $37,256 · program services $23,100 · management and general $14,156

  • 16 · Occupancy

    total $79,754 · program services $53,091 · management and general $21,125 · fundraising $5,538

  • 17 · Travel

    total $53,216 · program services $44,429 · management and general $8,640 · fundraising $147

  • 19 · Conferences, conventions and meetings

    total $115,870 · program services $113,814 · management and general $2,056

  • 22 · Depreciation, depletion and amortization

    total $1,827 · management and general $1,827

  • 23 · Insurance

    total $6,592 · management and general $6,592

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $76,500 · management and general $76,500

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $33,496 · program services $23,413 · management and general $10,083

  • 24e · All other expenses

    total $681 · program services $5 · fundraising $676

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,694 · end of year $43,096

  • 2 · Savings and temporary cash investments

    beginning of year $1,117,475 · end of year $1,235,357

  • 3 · Pledges and grants receivable

    beginning of year $8,034 · end of year $263,239

  • 4 · Accounts receivable

    beginning of year $167,500 · end of year $218,862

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,595 · end of year $18,198

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

    $17,284

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

    $11,605

  • 10c · Land, buildings and equipment, net

    beginning of year $7,506 · end of year $5,679

  • 15 · Other assets

    beginning of year $513,494 · end of year $441,916

  • 17 · Accounts payable and accrued expenses

    beginning of year $79,488 · end of year $150,824

  • 19 · Deferred revenue

    beginning of year $141,000 · end of year $141,500

  • 25 · Other liabilities

    beginning of year $562,594 · end of year $491,380

  • 27 · Net assets without donor restrictions

    beginning of year $339,487 · end of year $622,814

  • 28 · Net assets with donor restrictions

    beginning of year $727,729 · end of year $819,829

Mission and programs · 2023

Mission

WE BUILD PARTNERSHIPS IN RESEARCH, ADVOCACY, AND INNOVATION TO MAKE LIFE BETTER FOR FAMILY CAREGIVERS.

  • (1) WE SPARKED POLICY CHANGE. WE LAUNCHED THE #ACTONRAISE CAMPAIGN WITH 100+ PARTNERS TO DRIVE ACTION ON THE NATIONAL STRATEGY TO SUPPORT FAMILY CAREGIVERS. WE CHAMPIONED THE MOST SIGNIFICANT WHITE HOUSE EXECUTIVE ORDER ON CAREGIVING EVER. WE WON A MAJOR MEDICARE RULE CHANGE TO HELP TRAIN FAMILY CAREGIVERS PROVIDING COMPLEX CARE. WE WON $20 MILLION IN NEW FEDERAL FUNDING TO IMPLEMENT THE NATIONAL STRATEGY TO SUPPORT FAMILY CAREGIVERS. WE HOSTED THE FIRST CAREGIVER NATION SUMMIT IN WASHINGTON DC. WE ORGANIZED 90+ MEETINGS WITH MEMBERS OF CONGRESS ON OUR PRIORITY POLICIES AND ISSUES. WE SECURED A BI-PARTISAN CONGRESSIONAL RESOLUTION THAT RECOGNIZES THE VALUE OF AMERICA'S 53 MILLION FAMILY CAREGIVERS. (2) WE DROVE SYSTEM CHANGE THROUGH RESEARCH AND PROGRAMS. WE WON A $2.5 MILLION FEDERAL AWARD TO ADDRESS GAPS IN CAREGIVING RESEARCH. WE ISSUED 4 NEW BRIEFS TO GUIDE ACTION FOR CAREGIVERS IN MENTAL HEALTH, TRANSPLANT CARE, AND CANCER CARE. WE CONVENED 700+ SUBJECT MATTER EXPERTS, FAMILY CAREGIVERS, AND PATIENT ADVOCATES TO ADDRESS AREAS OF UNMET NEED IN CAREGIVER HEALTH AND WELLNESS. (3) WE SHAPED THE NARRATIVE ON FAMILY CAREGIVING. WE SHAPED MORE THAN 4,000 MEDIA STORIES ON FAMILY CAREGIVING, FROM THE NEW YORK TIMES TO THE CHICAGO SUN TIMES. WE GENERATED 20 MILLION DIGITAL IMPRESSIONS THROUGH ONLINE STORYTELLING AND ENGAGEMENT WITH OUR PARTNERS.

    Expenses $1,426,968 · Grants $30,000 · Revenue $766,708

As filed on the 2023 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 Appleby Bspharm MPH

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Cindy Hounsell JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lakelyn Hogan Eichenberger PhD

    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 Heinz

    COO

    Total calculated
    $151,001
    From this org
    $123,730
    From related orgs
    $0
    Other
    $27,271
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $123,730
    Bonus
    $0
    Other
    $0
    Deferred
    $12,176
    Nontaxable benefits
    $15,095
    Filer's total
    $151,001

  • Jason Resendez

    PRESIDENT/CEO

    Total calculated
    $207,541
    From this org
    $187,810
    From related orgs
    $0
    Other
    $19,731
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,000
    Bonus
    $12,810
    Other
    $0
    Deferred
    $17,800
    Nontaxable benefits
    $1,931
    Filer's total
    $207,541

  • Michael Wittke Bsw Mpa

    VP POLICY AND ADVOCACY

    Total calculated
    $123,961
    From this org
    $111,196
    From related orgs
    $0
    Other
    $12,765
    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

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

  • SAGE INC

    $30,000

    FACTSHEETS IN PATIENT ADVISORY TOOLKIT

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202403059349302695

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