Coalition to Transform Advanced Care FY2022 filing

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Coalition to Transform Advanced Care (c-tac) is a non-partisan group ofpatient and consumer advocacy groups, health Care professionals andproviders, private sector stakeholders, faith-based organizations, and healthcare payers. Our vision is that all americans with Advanced illness, especially the sickest and the most vulnerable, will receive comprehensive, high-quality Care that is consistent with their goals and values and honors their dignity. The c-tac mission is to Transform Advanced illness Care by empowering consumers, changing the health Care delivery system, improving public and private policies, and enhancing provider capacity. C-tac operates as a volunteer-driven organization through workgroups and committees to accomplish its overarching goals.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
$349K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $178K a year · 10% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$349K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $1.2M
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$27K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
-16% vs prior year
Spent
$2.2M
To programs
70%
Net assets
$807K
By yearFY2020–FY2024
Revenue
$1.4M
FY2022▼ -16%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$1.7M
FY2022$1.4M
FY2023$2.2M
FY2024$1.7M
Expenses
$2.2M
FY2022▲ +55%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.4M
FY2022$2.2M
FY2023$2.2M
FY2024$2.2M
Net assets
$807K
FY2022▼ -47%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.5M
FY2022$807K
FY2023$775K
FY2024$349K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $1.5M Management & general 16% · $341K Fundraising 15% · $313K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $349K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$130,000Pt VII · Sec A
Chief Strategy Officer
$117,900Pt VII · Sec A
Director of Policy & Advocacy
$101,200Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Joy S Braun’s $182K as VP of Development is at the 66th percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Joy S Braun$182,000$130,625———
Jon Broyles$150,828————
Jonathan a Broyles—$130,000$130,000$115,000$126,000
Alishia Parkhill——$117,900$100,250—
Jennifer Blemur——$101,200——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Coalition to Transform Advanced Care executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advocates for comprehensive, high-quality care for those with advanced illness.

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3 programs · $1.5M · in their own filed words · FY2022
01

Coalition Engagement

C-tac develops and disseminates practical resources on effective care models, drawing on the experience of hundreds of clinical and community leaders in our large, diverse coalition of consumer advocates, health plans, healthcare providers, and other key stakeholders.

$586Kprogram expense
02

Policy & Advocacy

In collaboration with our members and partners, c-tac works to ensure that all individuals living with serious illness, especially those who are underserved and under-resourced, have a high quality of life on their own terms. Our core principles for care models serve as the guidance in our policy work.

$507Kprogram expense
03

Summit

The c-tac national summit on advanced illness care is an annual event to convene participants from many disciplines and organizations, representing patients, families, policy makers, faith communities, media, and health care professionals gathered to learn and discuss the needed changes in our nation's care system to assure that people…

$408Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 12 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Gifts and grantsLn 1h$1.4M
Money outPt IX
$2.2M
Ln 25
Programscol B$1.5M
Managementcol C$341K
Fundraisingcol D$313K
Owns and owesPt X
$807K
net assets · Ln 32
Cash and savingsLn 1–2$580K
Total assetsLn 16$835K
LiabilitiesLn 26$27K
PeoplePt VI, VII
17
listed · VII A
PaidVII A3
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$489K
SavingsLn 2$91K
Cash and savings togetherLn 1–2$580K
Accounts receivableLn 4$251K
Land, buildings, equipmentLn 10c$867
Other assetsLn 15$3K
Total assetsLn 16$835K
LiabilitiesLn 26$27K
Net assetsLn 32$807K
OperationsPt I, VI
EmployeesI 510
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.3M$580K
Land, buildings, equipmentLn 10c$2K$867
Total assetsLn 16$1.6M$835K
LiabilitiesLn 26$76K$27K
Net assetsLn 32$1.5M$807K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$153K$107K$46K
Other salaries and wagesLn 7$590K$327K$34K$230K
Pension plan contributionsLn 8$11K$11K
Other employee benefitsLn 9$22K$22K
Payroll taxesLn 10$61K$61K
Management feesLn 11a$560K$477K$50K$33K
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$19K$19K
Other fees for servicesLn 11g$492K$459K$33K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$79K$19K$59K$1K
OccupancyLn 16$15K$15K
TravelLn 17$41K$35K$4K$2K
Conferences, conventions and meetingsLn 19$81K$76K$4K$725
InterestLn 20$10K$10K
Depreciation, depletion and amortizationLn 22$678$678
InsuranceLn 23$10K$10K
Other expenses (24a–d)Ln 24$328$328
Total functional expensesLn 25$2.2M$1.5M$341K$313K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Oct 10, 2025 $1.7M$2.2M−$471K$349K 990 PDF
FY2023Filed with the IRS Nov 13, 2024 $2.2M$2.2M−$51K$775K 990 PDF
FY2022 ViewingFiled with the IRS Nov 14, 2023 $1.4M$2.2M−$707K$807K 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $1.7M$1.4M$321K$1.5M 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $1.7M$1.7M$19K$1.2M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $1,446,227 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,713,223$1,446,227
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,713,223$1,446,227
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $595,513$836,625
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $796,950$1,317,016
I-18 Total expensesPrior year $1,392,463$2,153,641
I-19 Revenue less expensesPrior year $320,760−$707,414
Part VI · Governance 15 of 15 board members independent, 3 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $1,446,227 across 4 lines filed
VIII-1b Membership dues$421,250
VIII-1f All other contributions, gifts and grants$1,024,977
VIII-1h Total contributions, gifts and grants$1,446,227
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$1,446,227
Part IX · Statement of functional expenses $2,153,641 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $107,040 · Fundraising $46,343$153,383
IX-7 Other salaries and wagesPrograms $326,924 · Management $33,635 · Fundraising $229,623$590,182
IX-8 Pension plan contributionsManagement $10,550$10,550
IX-9 Other employee benefitsManagement $21,749$21,749
IX-10 Payroll taxesManagement $60,761$60,761
IX-11a Management feesPrograms $476,779 · Management $50,011 · Fundraising $33,000$559,790
IX-11b Legal feesManagement $3,109$3,109
IX-11c Accounting feesManagement $18,960$18,960
IX-11g Other fees for servicesPrograms $458,925 · Management $33,136$492,061
IX-12 Advertising and promotionManagement $6,301$6,301
IX-13 Office expensesPrograms $19,027 · Management $58,701 · Fundraising $1,100$78,828
IX-16 OccupancyManagement $15,000$15,000
IX-17 TravelPrograms $34,946 · Management $4,482 · Fundraising $1,885$41,313
IX-19 Conferences, conventions and meetingsPrograms $76,465 · Management $3,927 · Fundraising $725$81,117
IX-20 InterestManagement $9,935$9,935
IX-22 Depreciation, depletion and amortizationManagement $678$678
IX-23 InsuranceManagement $9,596$9,596
IX-24 Other expenses (24a–d)Management $328$328
IX-25 Total functional expensesPrograms $1,500,106 · Management $340,859 · Fundraising $312,676$2,153,641
Part X · Balance sheet $834,760 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $1,230,087$488,801
X-2 Savings and temporary cash investmentsStart of year $91,079$91,079
X-4 Accounts receivableStart of year $272,525$251,400
X-10c Land, buildings and equipment, netStart of year $1,545$867
X-15 Other assetsStart of year $0$2,613
X-16 Total assetsStart of year $1,595,236$834,760
X-24 Unsecured notes and loans payableStart of year $35,000$0
X-25 Other liabilitiesStart of year $41,174$27,378
X-26 Total liabilitiesStart of year $76,174$27,378
X-27 Net assets without donor restrictionsStart of year $1,519,062$807,382
X-32 Total net assets or fund balancesStart of year $1,519,062$807,382
X-33 Total liabilities and net assetsStart of year $1,595,236$834,760
Part XI · Reconciliation of net assets $807,382 net assets at year end
XI-1 Total revenue$1,446,227
XI-2 Total expenses$2,153,641
XI-3 Revenue less expenses−$707,414
XI-4 Net assets at start of year$1,519,062
XI-9 Other changes in net assets−$4,266
XI-10 Net assets at end of year$807,382

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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