National Alliance for Caregiving

Nonprofit profile at a glance

EIN
521931357
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Washington, DC, USA
Phone
2029181013
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Alliance/Advocacy

Reported finances

Revenue
$4,181,207
Expenses
$3,548,890
Assets
$2,921,041
Liabilities
$846,081

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • JASON RESENDEZ (PRESIDENT & CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • JASON RESENDEZ (PRESIDENT & CHIEF EXECUTIVE OFFICER): $219,484 total reported compensation
  • PATRICE A HEINZ (CHIEF OPERATING OFFICER): $155,999 total reported compensation
  • YADIRA MONTOYA (PROGRAMS DIRECTOR): $112,626 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We catalyze system change to build health, wellness, and financial security for all family caregivers through research, policy, and narrative change.

What it reported doing in 2024

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

Operating model

Revenue model
Donor-supported. 84% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 83% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 72
  • Accountability: 100
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.9%; rating input score 65
  • Program expense ratio: 76.3%; rating input score 76
  • Fundraising efficiency: $44.76 raised per $1 spent on fundraising; rating input score 77; 77th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 17th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 95.7%; rating input score 96; 30th 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: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 15.1%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 0.82; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0.29; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 15.4%; rating input score 18; 18th percentile among comparable filings

Growth

  • Program expense growth: 13.5% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 12.9% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: 10% per year; rating input score 100; 58th percentile among comparable filings

Details

  • Where the money goes: 64.9% of revenue deployed · 76.3% of spending went to programs
  • Governance: 9 of 9 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.7M in reported program spending
  • Leadership: top reported pay $219K · 13 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 34 of 35 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 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: Total-asset coverage ratio scored 31/100.
  • High — Sustainability: Officer compensation ratio scored 18/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.