2025-05-13T13:28:41-05:00 2024-06-30 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAYSTE 310 STOCKTON CA 95219 990 2023-07-01 942687079 FAMILY CAREGIVER ALLIANCE FAMI 4154343388 235 MONTGOMERY STREET SUITE 930 SAN FRANCISCO CA 941043002 KATHLEEN KELLY EXECUTIVE DIRECTOR 4154343388 2025-05-06 1 0 TARA EASTWOOD P00539129 2094731040 2025-05-06 2023 2025-03-06 01:10:19Z KATHLEEN KELLY 235 MONTGOMERY STREET SUITE 930 SAN FRANCISCO CA 941043002 6543568 0 X WWW.CAREGIVER.ORG X 1977 CA TO SUPPORT AND ASSIST CAREGIVERS OF ADULTS WITH CHRONIC DISEASES AND CONDITIONS THROUGH EDUCATION, SERVICES, RESEARCH AND ADVOCACY. 14 14 31 16 0 0 3870605 6241682 169684 176260 122279 125555 0 0 4162568 6543497 60000 60000 0 0 2427504 2586559 0 0 319793 2359369 3115742 4846873 5762301 -684305 781196 6251391 6824922 2012175 1768754 4239216 5056168 X TO SUPPORT AND ASSIST CAREGIVERS OF ADULTS WITH CHRONIC DISEASES AND CONDITIONS THROUGH EDUCATION, SERVICES, RESEARCH AND ADVOCACY. 0 0 4842789 60000 176260 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 COVER PURCHASE OF RESPITE CARE, 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 COMPLEX RESPONSIBILITIES OF CARING FOR A CHRONICALLY ILL LOVED ONE. 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 CONCEIVED OF 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 20K 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). 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. FCA HIGHLIGHTS: THE CALIFORNIA CAREGIVER RESOURCE CENTERS (CRCS) 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 SERVICE DELIVERY AND PROGRAM IMPROVEMENTS. AN INTERACTIVE CLIENT RECORD SYSTEM AND SERVICE DELIVERY PORTAL IS HELPING TO CAPTURE AND REPORT CRC CARE RECIPIENT AND CAREGIVER DATA (DEMOGRAPHICS, CARE RECIPIENT DIRECT CARE NEEDS, SERVICE NEEDS AND USAGE AND CAREGIVER ASSESSMENT INFORMATION) WHILE SIGNIFICANTLY INCREASING THE NUMBER OF WAYS INDIVIDUALS AND FAMILIES CAN CONNECT WITH SUPPORT. THE CAREGIVER RESOURCE CENTERS HAVE A BROAD REACH ACROSS AGE, INCOME, AND DIAGNOSIS OF THE CARE RECIPIENT TO MEET CAREGIVING FAMILIES WHEREVER THEY ARE IN THEIR CAREGIVING CONTINUUM. ESTABLISHED IN THIS WAY, OFTEN OVERLOOKED MIDDLE-INCOME FAMILIES WHO STRUGGLE TO STAY IN THE WORKFORCE AND PROVIDE CARE ARE A KEY FOCUS FOR CRC SERVICES AND SUPPORT. REFLECTING THE COMMUNITY WHERE WE LIVE: SINCE ITS INCEPTION, FCA HAS RECOGNIZED THE GEOGRAPHIC, SOCIAL, AND ECONOMIC DIVERSITY OF THE SF BAY AREA WHERE WE ARE LOCATED AND PROVIDES CORE DIRECT SERVICES TO THOSE IN NEED. FCA'S STAFF, BOARD OF DIRECTORS, AND RESOURCES (SUPPORT GROUPS, SKILL-BUILDING CLASSES, WRITTEN, VIDEO AND AUDIO CONTENT) REFLECT THE CLIENTS WE SERVE. TO ADDRESS A LEARNING GAP, WE CREATED AND LAUNCHED A 4-HR DIGITAL TRAINING TITLED, "IMPROVING PRACTICE: WORKING WITH DIVERSE FAMILY CAREGIVERS." DESIGNED FOR PROFESSIONALS WHO WORK WITH FAMILY/FRIEND CAREGIVERS, THIS COURSE INCLUDES VIDEO INTERVIEWS FROM OVER 40 FAMILY CAREGIVERS AND PROFESSIONALS WHO SERVE CAREGIVERS, DOCUMENTING THE CHALLENGES OF DIVERSE FAMILY CAREGIVING WHILE PROVIDING PRACTICAL TOOLS TO USE TO IMPROVE SERVICE DELIVERY. THIS TRAINING, FOUND AT LEARN.CAREGIVER.ORG WAS MADE POSSIBLE THANKS TO FUNDING FROM CALGROWS, AN INITIATIVE OF THE CALIFORNIA DEPARTMENT OF AGING. BEST PROGRAMS FOR CAREGIVERS (BPC) HELPS TO INCREASE ACCESS TO PROVEN EVIDENCED-BASED DEMENTIA CARE PROGRAMS. THIS EASY-TO-USE, DATA-RICH RESOURCE OFFERS COMMUNITY PROVIDERS, FAMILIES, AND FRIENDS WHO CARE FOR SOMEONE WITH DEMENTIA WITH DETAILED INFORMATION ON 44 PROVEN DEMENTIA CAREGIVING PROGRAMS LOCATED ACROSS THE U.S. HEALTHCARE, AGING, AND SOCIAL SERVICE PROVIDERS WILL FIND THE OPTION TO COMPARE PROGRAMS BY FEATURES TO HELP SELECT PROGRAMS TO MATCH THEIR CLIENTELE'S NEEDS. INCLUDES IN-DEPTH INFORMATION ON KEY RESEARCH FINDINGS AND REAL-WORLD EXPERIENCES. NEW THIS YEAR, FAMILY AND FRIEND CAREGIVERS NOW HAVE ACCESS TO A ZIP CODE LOOK UP FEATURE TO LOCATE PROGRAMS ALL IN ONE EASY PLACE AND TO GET A SNAPSHOT OF THE SERVICES PROVIDED INCLUDING ELIGIBILITY INFORMATION. BPC IS A PRODUCT OF THE COLLABORATION AMONG THREE LEADING ORGANIZATIONS IN THE FIELD OF AGING AND CAREGIVING: BENJAMIN ROSE INSTITUTE ON AGING, CENTER FOR RESEARCH & EDUCATION; FAMILY CAREGIVER ALLIANCE; AND THE GERONTOLOGICAL SOCIETY OF AMERICA AND A NEWER PARTNER: THE DIVERSE ELDERS COALITION. PROJECT FUNDERS ARE THE JOHN A. HARTFORD FOUNDATION, ARCHSTONE FOUNDATION AND RRF FOUNDATION FOR AGING. BPC COMMUNITIES. TO LEARN MORE, VISIT BEST PRACTICE CAREGIVING. FAMILY CAREGIVER ALLIANCE IS PROUD TO OFFER TIMELY, READY-TO-USE INFORMATION AND EDUCATION. WITH 600+ ARTICLES, VIDEOS, AUDIO FILES AND RESOURCES TO HELP INFORM AND EQUIP CAREGIVERS WITH THE INFORMATION THEY SEEK, THESE RESOURCES ARE FREE OF CHARGE AND USED BY THOUSANDS OF CAREGIVERS AND COMMUNITY ORGANIZATIONS WHO DOWNLOAD THESE FOR THEIR CLIENTS. MOST RECENTLY WE ARE PUBLISHING A NEW REGULAR SERIES, SMART CAREGIVING, DOCUMENTING THE MOST OFTEN ASKED QUESTIONS TO OUR RESOURCE SPECIALISTS FROM ACROSS THE US. 4842789 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 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 28 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THE ORGANIZATION 4154343388 235 MONTGOMERY STREET SUITE 930 SAN FRANCISCO CA 941043002 KAREN SPERLING VICE PRESIDENT 1.00 X X 0 0 0 IAN TONG PRESIDENT 1.00 X X 0 0 0 AMANDA BREEDEN WARNER SECRETARY 1.00 X X 0 0 0 KEELY STEVENSON TREASURER 1.00 X X 0 0 0 CELINE TAKATSUNO MEMBER (THRU 11/24) 1.00 X 0 0 0 WYATT RITCHIE MEMBER 1.00 X 0 0 0 ATHAN BEZAITIS MEMBER (THRU 6/24) 1.00 X 0 0 0 SHRUTI KOTHARI MEMBER 1.00 X 0 0 0 TIFFANY RISER MEMBER 1.00 X 0 0 0 DEBORAH KAN MEMBER 1.00 X 0 0 0 SCOTT PEIFER MEMBER (THRU 11/24) 1.00 X 0 0 0 MARY ELLEN KULLMAN MEMBER 1.00 X 0 0 0 AMBER CHRIST MEMBER 1.00 X 0 0 0 MARDA STOTHERS MEMBER 1.00 X 0 0 0 KATHLEEN KELLY EXECUTIVE DIRECTOR 37.50 X 163122 0 25961 STEPHEN HU FISCAL DIRECTOR 37.50 X 105113 0 16134 LEAH ESKENAZI OPERATIONS DIRECTOR 37.50 X 112355 0 16195 CHRISTINA IRVING CRC DIRECTOR 37.50 X 106500 0 11294 ALBERT MARTINEZ MARKETING DIRECTOR 37.50 X 107350 0 7520 594440 0 77104 5 0 1 0 0 45778 4419548 1776356 6241682 LICENSING CONTRACTS 900099 130000 130000 TRAINING CONTRACTS 611710 42000 42000 OTHER FEES 900099 3380 3380 PUBLICATIONS 541900 880 880 176260 121396 121396 4230 71 4159 4159 4159 6543497 176260 0 125555 X 60000 60000 323619 175500 142396 5723 1727461 1479726 224916 22819 71791 64154 6662 975 305139 252700 48391 4048 158549 128745 27613 2191 4745 4745 31000 31000 2068136 1774028 18744 275364 64362 64362 82974 73853 8123 998 551375 510823 36254 4298 236064 194070 38907 3087 56157 47834 8323 5189 4213 904 72 15740 12781 2741 218 5762301 4842789 599719 319793 191 125 195666 152948 1798497 2672059 34750 75500 63330 58133 145966 126953 24202 19013 2925848 2768052 1208907 1079092 6251391 6824922 823310 733660 1188865 1035094 2012175 1768754 X 3719845 3934347 519371 1121821 4239216 5056168 6251391 6824922 781196 35756 0 X X 0 1 X 1 1 1 X 5834389 4839211 6396424 3870605 6241682 27182311 5834389 4839211 6396424 3870605 6241682 27182311 1450759 25731552 22319 3944 9825 122279 121396 279763 27462074 503362 0.93700 0.97170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2925848 2441719 165350 2764865 2768052 2820916 1451758 128174 1475000 2925848 2006772 2152395 -63251 1275000 2820916 1385507 2245617 65648 1690000 2006772 1009197 377561 42900 44151 1385507 1.00000 0.00000 0.00000 0 0 15738 4785 10953 15309 7249 8060 114919 114919 0 19013 DEPOSITS 31412 UNBILLED CONTRACT COSTS 42866 RIGHT OF USE ASSETS, NET 1004814 1079092 RIGHT OF USE ASSET OBLIGATION 1035094 1035094 X 6579253 35756 35756 6543497 0 6543497 5762301 0 5762301 0 5762301 PART X, LINE 2: FCA HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER IRC SECTION 501(C)(3) AND THE CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 23701D. FCA IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN OTHER-THAN-PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. FCA'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 DEMENTIA FRIENDLY SALINE 400 W RUSSEL ST SALINE ME 48176 894234669 501(C)(3) 20000 0 INNOVATIONS IN ALZHEIMER'S CAREGIVING AWARDS CONNECTED HORSE 2351 SUNSET BLVD SUITE 170 ROCKLIN CA 95765 811502726 501(C)(3) 20000 0 INNOVATIONS IN ALZHEIMER'S CAREGIVING AWARDS ALZHEIMER'S FAMILY SUPPORT CENTER 2095 MAIN ST BREWSTER MA 02631 455545397 501(C)(3) 20000 0 INNOVATIONS IN ALZHEIMER'S CAREGIVING AWARDS 3 PART I, LINE 2: FAMILY CAREGIVER ALLIANCE SELECTS THE WINNERS OF THE INNOVATIONS IN ALZHEIMER'S CAREGIVING AWARDS BASED ON AN APPLICATION THAT TAKES INTO ACCOUNT ACHIEVEMENTS IN CREATIVE EXPRESSION, DIVERSE/MULTICULTURAL COMMUNITIES OR POLICY AND ADVOCACY AS THEY RELATE TO CAREGIVERS FOR PEOPLE WITH ALZHEIMERS DISEASE AND RELATED AILMENTS. IN ADDITION, FAMILY CARGIVER ALLIANCE REQUIRES WINNERS TO MAKE PRESENTATIONS AT AN ANNUAL CONFERENCE AND PROVIDE RESEARCH, PUBLICATIONS AND PERIODIC UPDATES. X X X X 0 0 0 0 0 0 0 0 0 KATHLEEN KELLY EXECUTIVE DIRECTOR 152322 0 10800 0 0 0 8178 0 17783 0 189083 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FISCAL DIRECTOR RECEIVES A DRAFT OF THE FORM 990 FOR REVIEW AND APPROVAL AND PROVIDES AN UPDATED DRAFT OF THE FORM 990 TO THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C FCA REQUIRES ITS BOARD MEMBERS TO DISCLOSE CONFLICTS OF INTEREST USING THE "BOARD MEMBER CONFLICT OF INTEREST FORM," WHICH FCA PROVIDES TO EACH NEW BOARD MEMBER TO COMPLETE AND SIGN, AND TO ALL BOARD MEMBERS ANNUALLY TO REVIEW AND SIGN. FORM 990, PART VI, SECTION B, LINE 15A THE FCA BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY, TAKING INTO CONSIDERATION HISTORICAL COMPENSATION LEVELS, THE ORGANIZATION'S FINANCIAL POSITION, PUBLIC AND OTHER SURVEYS, 990 COMPENSATION OF COMPARABLE ORGANIZATION AND EXTERNAL FACTORS WHICH ARE NOT IN THE ORGANIZATION'S CONTROL. FORM 990, PART VI, SECTION C, LINE 19 FCA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FAMILY SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 1,021,152. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,021,152. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 399,835. MANAGEMENT AND GENERAL EXPENSES 18,606. FUNDRAISING EXPENSES 337. TOTAL EXPENSES 418,778. PROGRAM FEES AND CONSULTANTS: PROGRAM SERVICE EXPENSES 353,041. MANAGEMENT AND GENERAL EXPENSES 138. FUNDRAISING EXPENSES 275,027. TOTAL EXPENSES 628,206. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.