2023-11-09T14:04:03-06:00 2022-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2022-01-01 521931357 NATIONAL ALLIANCE FOR CAREGIVING NATI 2029181013 1730 RHODE ISLAND AVE NW 812 WASHINGTON DC 20036 PATRICE A HEINZ CHIEF OPERATING OFFICER 2029181013 2023-11-09 1 PATRICE HEINZ 999009999 1 GLENN MILLER CPA P00086726 7035190990 2023-11-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICE A HEINZ 1730 RHODE ISLAND AVE NW 812 WASHINGTON DC 20036 2003632 0 X CAREGIVING.ORG X 1995 DC WE BUILD PARTNERSHIPS IN RESEARCH, ADVOCACY, AND INNOVATION TO MAKE LIFE BETTER FOR FAMILY CAREGIVERS. 9 9 11 16 0 0 1179725 1397978 475315 602329 2739 3325 0 0 1657779 2003632 5550 10000 0 0 971398 860501 0 0 113720 464685 521255 1441633 1391756 216146 611876 1410422 1850298 955082 783082 455340 1067216 X WE BUILD PARTNERSHIPS IN RESEARCH, ADVOCACY, AND INNOVATION TO MAKE LIFE BETTER FOR FAMILY CAREGIVERS. 0 0 885849 10000 602329 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. 885849 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JASON RESENDEZ 2029181013 1730 RHODE ISLAND AVE NW 812 WASHINGTON DC 20036 JANET MCULSKY CHAIR 3.00 X X 0 0 0 JAMES MURPHY MS VICE CHAIR 2.00 X X 0 0 0 SANDY MARKWOOD MS TREASURER 1.00 X X 0 0 0 JAMES APPLEBY BSPHARM MPH SECRETARY 1.00 X X 0 0 0 CINDY HOUNSELL JD DIRECTOR 1.00 X 0 0 0 LAKELYN HOGAN EICHENBERGE PHD DIRECTOR 1.00 X 0 0 0 REGINA SHIH PH D DIRECTOR 1.00 X 0 0 0 SCOTT T WILLIAMS MPA DIRECTOR 1.00 X 0 0 0 SUSAN REINHARD RN PHD THRU SEP DIRECTOR 1.00 X 0 0 0 RITA CHOULA MA DIRECTOR 1.00 X 0 0 0 C GRACE WHITING JD PRESIDENT/CEO (THRU 12/31/21) 0.00 X 52767 0 508 PATRICE HEINZ COO 50.00 X 128435 0 25665 JASON RESENDEZ PRESIDENT/CEO 50.00 X 84135 0 7928 MICHAEL WITTKE BSW MPA VP POLICY AND ADVOCACY 45.00 X 105769 0 11625 371106 0 45726 2 0 1 0 0 1397978 1397978 MEMBERSHIP DUES 900099 559125 559125 CONSULTING SERVICES 900099 32429 32429 HONORARIA AND STIPENDS 541900 10775 10775 602329 3325 3325 2003632 602329 0 3325 X 10000 10000 299438 173721 90743 34974 433415 247824 136149 49442 37924 24470 8221 5233 40794 26322 8843 5629 48930 31572 10607 6751 12397 12397 42335 42335 248816 242812 5336 668 5 5 51429 33799 14721 2909 39383 30944 8320 119 79691 39257 32639 7795 14173 11736 2437 1622 1343 279 1394 1394 5799 5799 DUES AND SUBSCRIPTIONS 24211 12049 11962 200 1391756 885849 392187 113720 58841 34694 1014012 1117475 150000 8034 161562 167500 10525 1595 17284 9778 2769 7506 12713 513494 1410422 1850298 150495 79488 804587 141000 0 562594 955082 783082 X 305340 339487 150000 727729 455340 1067216 1410422 1850298 611876 0 X 0 1 X 1 0 X 738631 781439 790153 1179725 1397978 4887926 738631 781439 790153 1179725 1397978 4887926 1854509 3033417 796 1577 1011 2739 3325 9448 4897374 2096361 0.61940 0.71410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17284 9778 7506 7506 SECURITY DEPOSIT 12713 OPERATING LEASE RIGHT-OF-USE ASSETS 500781 513494 OPERATING LEASE LIABILITIES 562594 562594 2003947 315 315 2003632 0 2003632 1392071 315 315 1391756 0 1391756 1 SAGE INC 305 7TH AVE 15TH FLOOR NEW YORK NY 10001 132947657 501(C)(3) 10000 0 FACTSHEETS IN PAYIENT ADVISORY TOOLKIT 1 PART I, LINE 2: WHEN WE AWARD SUBGRANTS TO ORGANIZATIONS, WE REQUIRE THEM TO SIGN SUBGRANT AGREEMENTS AND TO PROVIDE A FINAL REPORT OF SUBGRANT FUNDS USED. X X 1 0 0 0 0 0 0 0 0 PATRICE HEINZ COO 128435 0 0 0 0 0 13125 0 12540 0 154100 0 0 0 PART I, LINE 4A C. GRACE WHITING, J.D. $52,767 SEVERANCE PAYMENT FORM 990, PART VI, SECTION A, LINE 6 NAC HAS MEMBERS, HOWEVER, MEMBERS DO NOT HAVE ORGANIZATIONAL DECISION-MAKING POWER. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY OUR OUTSIDE CFO CONSULTANT AND SENT TO THE FINANCE COMMITTEE FOR REVIEW AND COMMENT. AFTER APPROVAL BY THE FINANCE COMMITTEE, THE 990 IS SENT TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL OFFICERS AND DIRECTORS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. IN THE EVENT A CONFLICT OF INTEREST ARISES, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST ABSTAINS FROM VOTING OR MAKING A DECISION ON THE MATTER IN WHICH A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ESTABLISHED A THREE YEAR CONTRACT WITH THE CEO EFFECTIVE JANUARY 1, 2020 BASED ON COMPARABLE SALARIES GIVEN DUTIES, GEOGRAPHICAL LOCATION, AND ORGANIZATION'S SIZE. THIS CONTRACT WAS TERMINATED ON 12/31/2021. SALARIES OF OTHER EMPLOYEES ARE DETERMINED BY THE CEO BASED UPON DUTIES PERFORMED, GEOGRAPHICAL LOCATION, AND ORGANIZATION'S SIZE. FORM 990, PART VI, SECTION C, LINE 19 NAC MAKES AVAILABLE THEIR FORM 1023, FORM 990'S, FORM 990-T'S, ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 291. MANAGEMENT AND GENERAL EXPENSES 5,336. FUNDRAISING EXPENSES 668. TOTAL EXPENSES 6,295. RESEARCH CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 81,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,550. CONSULTING FEES: PROGRAM SERVICE EXPENSES 160,971. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,971.