Family Caregiver Alliance
Nonprofit profile at a glance
- EIN
- 942687079
- IRS 990 coverage
- 2013–2024
- Forms available
- Form 990 2024
- Location
- San Francisco, CA, USA
- Phone
- 4154343388
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Rehabilitative Medical Services
Reported finances
- Revenue
- $6,019,982
- Expenses
- $6,035,683
- Assets
- $6,498,542
- Liabilities
- $1,409,560
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- KAREN SPERLING (VICE PRESIDENT)
- IAN TONG (PRESIDENT)
- KATHLEEN KELLY (EXECUTIVE DIRECTOR)
Highest reported compensation
- KATHLEEN KELLY (EXECUTIVE DIRECTOR): $190,645 total reported compensation
- LEAH ESKENAZI (OPERATIONS DIRECTOR): $134,945 total reported compensation
- CHRISTINA IRVING (CRC DIRECTOR): $125,706 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To support and assist caregivers of adults with chronic diseases and conditions through education, services, research and advocacy.
What it reported doing in 2024
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 purchase respite care (4,000+ hrs/yr provided by fca), 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 taxing responsibilities of caring for an individual living with complex debilitating illness(s).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 created 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 25k 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). 82% of ba-crc family caregiver clients are performing nursing or medical tasks while 73% provide care for more than 40hrs per week. To support these caregivers fca fielded more than 1300 calls with caregivers seeking information and support, provided 5,485 hours of caregiver consultation and 4,395 hours of respite hrs to 67 caregivers. (source: 6/2024-7/2025 family caregiving institute at the betty irene moore school of nursing at uc davis) 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 living with cognitive impairment. For the past fiscal year fca has been developing a new service model for healthcare and a new dyadic (caregiver and person with dementia) care model to bring consumers and healthcare closer to improved care navigation. Fca and healthcare providers are actively engaged in conversations to build out this service delivery avenue. Fca highlights: the California caregiver resource centers (crc's) 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
Operating model
- Revenue model
- Grant-funded. 74% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 83
- Accountability: 95
- Sustainability: 35
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 88.1%; rating input score 88
- Program expense ratio: 87.6%; rating input score 88
- Fundraising efficiency: $166.85 raised per $1 spent on fundraising; rating input score 91; 91st percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -0.3%; rating input score 32; 32nd percentile among comparable filings
- Total-asset coverage ratio: 1.08; rating input score 40; 40th percentile among comparable filings
- Liabilities to assets ratio: 0.22; rating input score 42; 42nd percentile among comparable filings
- Officer compensation ratio: 11.5%; rating input score 26; 26th percentile among comparable filings
Growth
- Program expense growth: 11.1% per year; rating input score 100; 68th percentile among comparable filings
- Revenue growth: 11% per year; rating input score 100; 72nd percentile among comparable filings
- Asset growth: 15.8% per year; rating input score 100; 76th percentile among comparable filings
Details
- Where the money goes: 88.1% of revenue deployed · 87.6% of spending went to programs
- Governance: 13 of 13 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $5.3M in reported program spending
- Leadership: top reported pay $191K · 18 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $220K reported
- Consistency: 33 of 33 current checks pass
- Schedules: 6 filed schedules · includes major donors, grants, and executive pay
- Filing history: 10 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 8 filed money-flow records
- Related organizations: 3 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 32/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
- High — Sustainability: Officer compensation ratio scored 26/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 42/100.