PLATINUM2023

FAMILY CAREGIVER ALLIANCE (FCA)

San Francisco, CA   |  https://www.caregiver.org
GuideStar Charity Check

FAMILY CAREGIVER ALLIANCE (FCA)

EIN: 94-2687079


Mission

To improve the quality of life for caregivers and the people who receive their care. VALUES: RESPECT - caregivers, their families and to the extent possible, care receivers, should be the decision makers in planning care; OPTIONS - committed to increasing the range of choices available to families; QUALITY - committed to quality and to providing the best of what's available, through timely, prompt service, well-trained staff and up-to-date information; INNOVATION - seee new and better approaches by linking research and service; DIVERSITY - serving the diverse and changing population of caregivers; COLLABORATION - form partnerships with other organizations to further our mutual aims. EFFICIENCY - use resources to the fullest, waste nothing, be accountable for what we do.

Ruling year info

1980

Executive Director

Kathleen A. Kelly

Main address

235 Montgomery Street, Suite 930

San Francisco, CA 94104 USA

Show more contact info

Formerly known as

Family Survival Project for Brain-Damaged Adults

EIN

94-2687079

Subject area info

Health

Family services

In-home aid and personal assistance

Population served info

Caregivers

NTEE code info

Family Services (P40)

Health - General and Rehabilitative N.E.C. (E99)

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Bay Area Caregiver Resource Center

The Bay Area Caregiver Resource Center provides direct services to caregivers of the six Bay Area counties. Services include: assessment; assistance with long-term planning, community resource referrals, legal consultations, short term counseling, and respite care; ongoing telephone support and consultation; educational classes, workshops, webinars; publications; caregiver retreats and weekend camps for the care receiver. All services are free or on a sliding scale. Caregivers can call or email for information or to speak with a family consultant. Caregivers can also join FCA's CareNav online to access personalized resources.

Population(s) Served
Caregivers

The National Center on Caregiving (NCC) unites research, policy, and practice to advance the development of high-quality, cost-effective programs and policies for caregivers in every state. It is a central source of information and technical assistance on caregiving and long-term-care for policy makers, health and service providers, media, program developers, funders and families. NCC research and publications document emerging trends and caregiver needs and services throughout the country. The FCA CareNav, a first-of-its-kind, comprehensive, online guide to help families locate publicly-funded caregiver support programs in all 50 states is available at www.caregiver.org, and NCC staff also provide personalized assistance by phone and email to identify local resources and services for families.

Population(s) Served
Caregivers

Spouses, adult children, relatives and friends who care for adults living with cognitive impairment and other chronic health conditions get valuable information, resources, and support tailored specifically to their unique caregiving situation on Family Caregiver Alliance (FCA) CareNav. It’s free to caregivers, private, and accessible by computer or mobile device 24/7.
Secure and HIPAA-compliant, CareNav enables family caregivers to get the information and training they are seeking and links them to education, tested interventions, consultation with expert staff and peer support.
Built by FCA using vetted assessment measures, CareNav creates a personalized client record that tracks service usage and change over time across domains of direct care capabilities, stress, depression, health, health care utilization, and social supports. Developed with 40+ years of experience providing direct services, CareNav scales service access and provides a virtual caregiver resource center to a grow

Population(s) Served
Caregivers

Where we work

Awards

'Influencer in Aging' for our Executive Director, Kathleen Kelly 2016

Next Avenue

Affiliations & memberships

Home Alone Alliance 2018

Eldercare Workforce Alliance 2018

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of list subscribers

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

This reflects the combined subscriber totals at year's end for our four e-newsletters, 'Connections', 'Caregiving Policy Digest', '¿Qué Pasa?' and 'Provider e-News Update'.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Family Caregiver Alliance envisions an America where every family caregiver is adequately supported, with information, skills, tools (including caregiver respite) – and is not impoverished by the experience. Moreover we seek a future where every system is equipped to care for caregivers and puts them as integral to family centered care strategies and practices.

To this end, we work to improve the quality of life for family caregivers - the backbone of our nation's long-term care system—through actionable education, direct services, results-driven advocacy and quality research. The shared common challenges of those who care - adult children, spouses, partners, other relatives and friends—are: isolation, lack of information, major upheaval in family and work life, financial strain, marginal recognition of their important role by doctors and healthcare institutions, and more. These obstacles conspire to put the health and well-being of the caregiver at risk.

Our commitment is to empower and sustain the critical work of the family caregivers who provide long-term care at home for adult loved ones (18yrs and older) living with chronic, life impairing health conditions. We employ core values of respect, options, quality, innovation, diversity, collaboration and efficiency towards this aim https://www.caregiver.org/about-fca.

The Family Caregiver Alliance Board Directors and senior management team recently met in May, 2023 for our annual Strategic Planning meeting.

Our key strategies are to be a trusted source of knowledge about family caregivers and to be a catalyst to ensure that caregivers are fully recognized and supported. Our tactics are to provide direct services to family caregivers, those they care for and also to the organizations that care for them. We research best practices, collect data to analyze, and utilize findings to provide value in all that we do, while also working to share our findings to stakeholders - family caregivers, funders, policy makers, health systems, the media and others. For more information, see "Evaluation of Service Delivery and System Change" by the California Resource Centers, conducted by the UC Davis School of Nursing.

Specifically, FCA delivers programs at the local, regional and national levels to support family caregivers. As the Bay Area Caregiver Resource Center, part of a network of 11 centers throughout the state, FCA provides a range of caregiver education resources and services including: in-depth comprehensive caregiver assessment (in-person, by phone), care planning specific to the caregiver's need , and caregiver classes on a wide variety of topics including managing dementia care behaviors, stress management, self-care for caregivers, problem solving and decision making skills and more (in person and online), respite care (in-home, adult day care, overnight, Camp for Caring), legal/financial guidance (fact sheets and vouchers for consultation with an attorney), individual and family counseling, caregiver support groups (in-person and online), information and referral. FCA maintains an ever-growing and often-referenced, peer reviewed library of caregiver fact and tip sheets available online for caregivers to access free of charge at their convenience.

FCA established the National Center on Caregiving (NCC) in 2001, to respond to requests for information from state governments and other public and private organizations nationally seeking consultation on how to address caregiver needs in their state or how to replicate a caregiver resource center model. In addition, we have consulted with health organizations in British Columbia and other parts of Canada seeking guidance to develop their own caregiver assessment tools and procedures. Today we are actively involved in working to build policy to improve support for caregivers through our work with the Administration on Aging, Center for Medicaid and Medicare, partnerships with AARP and leaders in health and long-term services and support arenas.

Our Board of Directors and leadership team are committed to implementing our strategic plan with an aim to achieve our organizational goals. We actively recruit board and staff members who possess the skill and capacity to help build our programmatic reach and financial capacity while also engaging in strategic partnerships to fulfill our mission.

We are successful thanks to the high quality expertise, skill and experience of our staff and leadership team. Executive Director Kathleen A. Kelly is a leader in the caregiving and aging communities.

FCA sustains a high (95%) caregiver satisfaction rating by caregivers who receive direct services (caregiver assessment, care planning, training & education, respite, legal financial consultation, therapeutic counseling) from FCA's Bay Area Caregiver Resource Center. For Caregivers of Military Veterans, FCA leads wellness classes and provides caregiver consultation specific to their needs.

The trend rate of site visitors seeking trusted caregiver support, information and resources to our website, www.caregiver.org continues on an upward trajectory surpassing 1.8 million visitors a year.

Written in response to caregiver information requests and/or for professionals seeking to best serve family caregivers, FCA offers a library of more than 200 fact and tip sheets, check lists, reports, toolkits and white papers on critical caregiver self-help topics, including some translated into Spanish, Chinese, Vietnamese and Korean. We are actively building a new collection of caregiver “how to" pocket videos in response to customer requests.

Launched FCA CareNav, a virtual caregiver resource center, offering a robust resource to family caregiver anywhere, anytime. In addition, FCACareNav creates a personalized client record using vetted assessment measures that include stress, depression, health, health care utilization, and social supports. The client record enables the tracking of service utilization and client changes over time.

Invited to collaborate and/or serve as a content expert for a wide variety of efforts including:

- FCA is a founding member of the Home Alone Alliance along with AARP, United Hospital Fund and the UC Davis Betty Irene Moore School of Nursing. This year we were actively engaged in work to raise awareness and work to change the way health care organizations and professionals interface with family caregiver especially for those caregivers, approx. 46% who say they perform medical/nursing tasks at home.

- Now in its sixteenth year, FCA successfully coordinates the Innovations in Alzheimer Disease Caregiving Legacy Awards, in partnership with The Rosalinde and Arthur Gilbert Foundation of Los Angeles, CA and Bader Philanthropies, Inc. of Milwaukee, WI.

Over our 40+ year history, FCA has gained a well-earned reputation locally and nationally for its quality of work, direct caregiver services delivery, caregiver policy advocacy and practical research, and has been instrumental in moving the ball forward toward recognition and support of the family and friend caregiver.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals, Hosting listening sessions

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback

  • What challenges does the organization face when collecting feedback?

    The people we serve tell us they find data collection burdensome, Many clients receive requests for feedback from multiple organizations, which can be burdensome.

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

4.88

Average of 2.92 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

0.4

Average of 0.7 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

25%

Average of 27% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

FAMILY CAREGIVER ALLIANCE (FCA)

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

FAMILY CAREGIVER ALLIANCE (FCA)

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

FAMILY CAREGIVER ALLIANCE (FCA)

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of FAMILY CAREGIVER ALLIANCE (FCA)’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $311,796 $417,755 $1,209,481 $389,694 $1,111,841
As % of expenses 11.2% 12.6% 24.5% 8.4% 21.7%
Unrestricted surplus (deficit) after depreciation $274,040 $386,264 $1,180,476 $366,323 $1,096,517
As % of expenses 9.7% 11.5% 23.8% 7.9% 21.3%
Revenue composition info
Total revenue (unrestricted & restricted) $3,700,124 $3,623,915 $5,879,052 $4,954,386 $6,589,023
Total revenue, % change over prior year 53.6% -2.1% 62.2% -15.7% 33.0%
Program services revenue 2.5% 2.9% 0.7% 2.2% 2.8%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.4% 0.8% 0.4% 0.1% 0.1%
Government grants 49.0% 71.3% 75.8% 81.7% 65.7%
All other grants and contributions 47.9% 24.7% 23.4% 16.0% 31.4%
Other revenue 0.3% 0.3% 0.3% 0.0% 0.0%
Expense composition info
Total expenses before depreciation $2,774,149 $3,316,462 $4,940,868 $4,631,248 $5,134,159
Total expenses, % change over prior year 19.0% 19.5% 49.0% -6.3% 10.9%
Personnel 46.8% 44.6% 39.1% 41.3% 44.1%
Professional fees 37.6% 38.5% 45.5% 45.2% 42.1%
Occupancy 6.7% 7.0% 4.9% 4.9% 4.6%
Interest 0.0% 0.0% 0.0% 0.1% 0.0%
Pass-through 2.2% 1.8% 1.2% 1.3% 1.2%
All other expenses 6.7% 8.0% 9.3% 7.2% 8.0%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $2,811,905 $3,347,953 $4,969,873 $4,654,619 $5,149,483
One month of savings $231,179 $276,372 $411,739 $385,937 $427,847
Debt principal payment $0 $0 $0 $0 $309,074
Fixed asset additions $0 $0 $0 $38,976 $25,343
Total full costs (estimated) $3,043,084 $3,624,325 $5,381,612 $5,079,532 $5,911,747

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 0.6 0.9 0.5 0.7 0.4
Months of cash and investments 3.7 4.6 3.9 5.9 7.0
Months of estimated liquid unrestricted net assets 4.3 5.0 6.2 7.6 9.4
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $135,235 $256,111 $211,989 $271,060 $175,309
Investments $728,594 $1,009,197 $1,385,507 $2,006,772 $2,820,916
Receivables $1,296,772 $1,309,687 $2,483,085 $2,039,061 $2,424,234
Gross land, buildings, equipment (LBE) $214,163 $84,805 $84,805 $117,505 $142,848
Accumulated depreciation (as a % of LBE) 93.2% 92.9% 100.0% 86.7% 82.1%
Liabilities (as a % of assets) 15.7% 16.9% 25.9% 21.5% 11.2%
Unrestricted net assets $1,001,304 $1,387,568 $2,568,044 $2,934,367 $4,030,884
Temporarily restricted net assets $979,992 $853,916 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $979,992 $853,916 $620,729 $615,912 $886,178
Total net assets $1,981,296 $2,241,484 $3,188,773 $3,550,279 $4,917,062

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Kathleen A. Kelly

As Director, Kathleen Kelly oversees programs of the Bay Area Caregiver Resource Center providing direct services to families in the San Francisco Bay Area, California policy collaborations, and the National Center on Caregiving. During her tenure the organization has grown from a grassroots program to a national organization that provides leadership on supporting family caregivers with best practice interventions, public policy, state system development and leading edge research. She was recently named as a 2016 Influencer in Aging by PBS-affiliated media service Next Avenue. Ms. Kelly represents the agency on a variety of national coalitions and partnerships, and has written and lectured about caregiving, public policy, program and system development and use of consumer technology. She lives with her family in San Francisco,

Number of employees

Source: IRS Form 990

FAMILY CAREGIVER ALLIANCE (FCA)

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Compensation data
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FAMILY CAREGIVER ALLIANCE (FCA)

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

FAMILY CAREGIVER ALLIANCE (FCA)

Board of directors
as of 09/25/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Ian Tong

Athan Bezaitis

The Permanente Federation, Kaiser Permanente

Celine Takatsuno

Gracepoint, Inc.

Wyatt Ritchie

Cain Brothers

Tiffany Riser

Keely Stevenson

Weal Life

Shruti Kothari

Blue Shield of California

Deborah Kan

being patient

Karen Sperling

Mary Ellen Kullman

Amanda Breeden Warner

Activated Insights

Amber Christ

Justice in Aging

Marda Quon Stothers

Presbytery of San Francisco

Scott Peifer

The Institute for Senior Living

Ian Tong

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes

Organizational demographics

SOURCE: Self-reported; last updated 9/25/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

No data

Race & ethnicity

Gender identity

 

Sexual orientation

No data

Disability

No data