2024-10-31T16:36:02-05:00 2023-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2023-01-01 521931357 NATIONAL ALLIANCE FOR CAREGIVING NATI 2029181013 1730 RHODE ISLAND AVE NW 812 WASHINGTON DC 20036 PATRICE A HEINZ CHIEF OPERATING OFFICER 2029181013 2024-10-31 1 1 GLENN MILLER CPA P00086726 7035190990 2024-10-28 2023 2024-10-15 13:58:12Z PATRICE A HEINZ 1730 RHODE ISLAND AVE NW 812 WASHINGTON DC 20036 2448679 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 1397978 1663760 602329 766708 3325 16289 0 1922 2003632 2448679 10000 30000 0 0 860501 1047299 0 0 126972 521255 995953 1391756 2073252 611876 375427 1850298 2226347 783082 783704 1067216 1442643 X WE BUILD PARTNERSHIPS IN RESEARCH, ADVOCACY, AND INNOVATION TO MAKE LIFE BETTER FOR FAMILY CAREGIVERS. 0 0 1426968 30000 766708 (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. 1426968 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 23 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 PATRICE A HEINZ 2029181013 1730 RHODE ISLAND AVE NW STE 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 EICHENBERGER 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 RITA CHOULA MA DIRECTOR 1.00 X 0 0 0 PATRICE HEINZ COO 50.00 X 123730 0 27271 JASON RESENDEZ PRESIDENT/CEO 50.00 X 187810 0 19731 MICHAEL WITTKE BSW MPA VP POLICY AND ADVOCACY 45.00 X 111196 0 12765 422736 0 59767 3 0 1 0 0 1663760 1663760 MEMBERSHIP DUES 900099 622150 622150 CONSULTING SERVICES 900099 121749 121749 HONORARIA AND STIPENDS 541900 22809 22809 766708 16289 16289 1922 1922 1922 2448679 766708 0 18211 X 30000 30000 358542 242417 90736 25389 530844 353377 140607 36860 48689 36286 8512 3891 47395 35321 8286 3788 61829 46079 10809 4941 5323 5323 70602 70602 454900 400519 8915 45466 176 176 59760 25117 34543 100 37256 23100 14156 79754 53091 21125 5538 53216 44429 8640 147 115870 113814 2056 1827 1827 6592 6592 BAD DEBT EXPENSE 76500 76500 DUES AND SUBSCRIPTIONS 33496 23413 10083 681 5 676 2073252 1426968 519312 126972 34694 43096 1117475 1235357 8034 263239 167500 218862 1595 18198 17284 11605 7506 5679 513494 441916 1850298 2226347 79488 150824 141000 141500 562594 491380 783082 783704 X 339487 622814 727729 819829 1067216 1442643 1850298 2226347 375427 0 X 0 1 X 1 0 X 781439 790153 1179725 1397978 1663760 5813055 781439 790153 1179725 1397978 1663760 5813055 2123286 3689769 1577 1011 2739 3325 16289 24941 5837996 2801919 0.63200 0.61940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17284 11605 5679 5679 SECURITY DEPOSIT 12713 OPERATING LEASE RIGHT-OF-USE ASSETS 429203 441916 OPERATING LEASE LIABILITIES 491380 491380 2448679 0 2448679 0 2448679 2073252 0 2073252 0 2073252 1 SAGE INC 305 7TH AVE 15TH FLOOR NEW YORK NY 10001 132947657 501(C)(3) 30000 0 FACTSHEETS IN PATIENT ADVISORY TOOLKIT 1 0 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 0 0 0 0 0 0 0 0 0 JASON RESENDEZ PRESIDENT/CEO 175000 0 12810 0 0 0 17800 0 1931 0 207541 0 0 0 PATRICE HEINZ COO 123730 0 0 0 0 0 12176 0 15095 0 151001 0 0 0 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 77. MANAGEMENT AND GENERAL EXPENSES 4,464. FUNDRAISING EXPENSES 45,466. TOTAL EXPENSES 50,007. RESEARCH CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 73,923. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,923. CONSULTING FEES: PROGRAM SERVICE EXPENSES 326,519. MANAGEMENT AND GENERAL EXPENSES 4,451. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 330,970.