FAMILY CAREGIVER ALLIANCE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

KATHLEEN KELLY

Phone

4154343388

Tax Period

2022-07-01 to 2023-06-30

FAMILY CAREGIVER ALLIANCE, founded in 1977, is a community nonprofit in the Health Care sector that reported $4.2M in total revenue in fiscal year 2022. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $4.8M exceeded revenue, resulting in a 16% operating deficit.

Mission

TO SUPPORT AND ASSIST CAREGIVERS OF ADULTS WITH CHRONIC DISEASES AND CONDITIONS THROUGH EDUCATION, SERVICES, RESEARCH AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $4,195,278 Revenue: $169,684

FOR OVER 40 YEARS, FCA HAS PROVIDED SERVICES TO FAMILY CAREGIVERS OF ADULTS WITH PHYSICAL AND COGNITIVE IMPAIRMENTS, SUCH AS PARKINSON'S, STROKE, ALZHEIMER'S AND OTHER TYPES OF DEMENTIA. FCA SERVICES INCLUDE CAREGIVER ASSESSMENT, CARE PLANNING, DIRECT CARE SKILLS EDUCATION, WELLNESS PROGRAMS, RESPITE SERVICES, LEGAL/FINANCIAL CONSULTATION AND THERAPEUTIC COUNSELING VOUCHERS. THE SERVICES, EDUCATION PROGRAMS AND RESOURCES FROM FCA ARE DESIGNED WITH CAREGIVERS' NEEDS IN MIND AND OFFER SUPPORT, TAILORED INFORMATION AND TOOLS TO MANAGE THE COMPLEX DEMANDS OF CAREGIVING. THESE INCLUDE:- FCA CARENAV IS 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, AND SANTA CLARA).- FAMILY CAREGIVER SERVICES BY STATE AND CAREGIVER RESOURCE SPECIALISTS, CONNECTING FAMILIES, FRIENDS AND PARTNERS TO RESOURCES AND SERVICES FROM ACROSS THE USA.- THE NATIONAL CENTER ON CAREGIVING UNITING RESEARCH, POLICY, AND PRACTICE TO ADVANCE THE DEVELOPMENT OF HIGH-QUALITY, COST-EFFECTIVE PROGRAMS AND POLICIES FOR CAREGIVERS IN EVERY STATE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $3,870,605

Program Service Revenue $169,684

Investment Income $122,279

Other Revenue $0

TOTAL REVENUE $4,162,568

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $2,427,504

Fundraising Expenses $66,578

Program Expenses $4,195,278

Other Expenses $2,359,369

TOTAL EXPENSES $4,846,873

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,162,568	$6,589,023	-0.4%
Expenses	$4,846,873	$5,149,483	-0.1%
Net Income	$-684,305	$1,439,540	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$299,898

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN KELLY	EXECUTIVE DIRECTOR	37.50	Officer	$153,775	$28,352	$182,127
LEAH ESKENAZI	OPERATIONS DIRECTOR	37.50	Highest	$110,005	$7,943	$117,948
STEPHEN HU	FISCAL DIRECTOR	37.50	Officer	$104,828	$12,943	$117,771
CHRISTINA IRVING	CRC DIRECTOR	37.50	Highest	$104,150	$9,862	$114,012
ALBERT MARTINEZ	MARKETING DIRECTOR	37.50	Highest	$105,000	$4,497	$109,497
SCOTT PEIFER	PRESIDENT	1.00	Officer Director	$0	$0	$0
IAN TONG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHERINE LELONG	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMANDA BREEDEN WARNER	SECRETARY	1.00	Officer Director	$0	$0	$0
KEELY STEVENSON	TREASURER	1.00	Officer Director	$0	$0	$0
CELINE TAKATSUNO	MEMBER	1.00	Director	$0	$0	$0
WYATT RITCHIE	MEMBER	1.00	Director	$0	$0	$0
ATHAN BEZAITIS	MEMBER	1.00	Director	$0	$0	$0
SHRUTI KOTHARI	MEMBER	1.00	Director	$0	$0	$0
TIFFANY RISER	MEMBER	1.00	Director	$0	$0	$0
DEBORAH KAN	MEMBER	1.00	Director	$0	$0	$0
KAREN SPERLING	MEMBER	1.00	Director	$0	$0	$0
MARY ELLEN KULLMAN	MEMBER	1.00	Director	$0	$0	$0
AMBER CHRIST	MEMBER (EFF 9/22)	1.00	Director	$0	$0	$0
MARDA STOTHERS	MEMBER (EFF 12/22)	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$4,162,568	$4,846,873	$6,251,391	$-684,305
2022	$6,589,023	$5,149,483	$5,538,764	$1,439,540
2021	$4,954,386	$4,654,619	$4,524,671	$299,767
2019	$3,623,915	$3,347,953	$2,697,535	$275,962
2018	$3,700,124	$2,811,905	$2,351,021	$888,219