Form 990 for tax year 2022
Filed by ROSALYNN CARTER INSTITUTE FOR CAREGIVERS INC.
Totals
- Total revenue
- $882,735
- Total expenses
- $3,627,227
- Contributions and grants received
- $790,071
- Grants paid
- $0
- Program service revenue
- $91,058
- Investment income
- $76
- Other revenue
- $1,530
- Total assets, end of year
- $5,205,818
- Total liabilities, end of year
- $492,216
- Net assets or fund balances, end of year
- $4,713,602
- Program services expenses (Part IX)
- $2,777,753
- Management and general expenses
- $758,703
- Fundraising expenses
- $90,771
- Program service expenses (Part III)
- $2,777,753
Program services were 76.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$790,071
-
1g · Noncash contributions included above
$11,970
-
2a · Program service revenue: Digital Books and Guid
total $55,475 · related or exempt $55,475
-
2b · Program service revenue: Workshop
total $22,250 · related or exempt $22,250
-
2c · Program service revenue: Consulting
total $13,333 · related or exempt $13,333
-
3 · Investment income
total $76 · excluded $76
-
11a · Other revenue: Other
total $1,530 · related or exempt $1,530
-
11e · Other revenue, total
$1,530
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $126,750 · program services $126,750
-
7 · Other salaries and wages
total $1,482,323 · program services $1,096,145 · management and general $386,178
-
9 · Other employee benefits
total $165,473 · program services $125,759 · management and general $39,714
-
10 · Payroll taxes
total $139,918 · program services $106,338 · management and general $33,580
-
11a · Fees: management
total $471,021 · program services $386,237 · management and general $61,233 · fundraising $23,551
-
11g · Fees: other
total $682,643 · program services $559,767 · management and general $88,744 · fundraising $34,132
-
12 · Advertising and promotion
total $116,818 · program services $114,482 · management and general $2,336
-
13 · Office expenses
total $11,274 · program services $5,299 · management and general $4,848 · fundraising $1,127
-
14 · Information technology
total $238,169 · program services $164,337 · management and general $66,687 · fundraising $7,145
-
16 · Occupancy
total $12,499 · management and general $12,499
-
17 · Travel
total $112,392 · program services $68,559 · management and general $19,107 · fundraising $24,726
-
24a · Other expenses: Professional Developmen
total $22,108 · management and general $22,108
-
24b · Other expenses: Direct program expenses
total $19,603 · program services $19,603
-
24c · Other expenses: Miscellaneous
total $19,479 · management and general $19,479
-
24d · Other expenses: Contributions
total $3,757 · program services $3,757
-
24e · All other expenses
total $3,000 · program services $720 · management and general $2,190 · fundraising $90
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,726,218 · end of year $1,255,338
-
3 · Pledges and grants receivable
beginning of year $4,751,950 · end of year $3,453,385
-
8 · Inventories for sale or use
end of year $69,028
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $7,038
-
15 · Other assets
beginning of year $34,845 · end of year $421,029
-
17 · Accounts payable and accrued expenses
beginning of year $52,940 · end of year $193,532
-
25 · Other liabilities
beginning of year $0 · end of year $298,684
-
27 · Net assets without donor restrictions
beginning of year $1,437,801 · end of year $1,143,335
-
28 · Net assets with donor restrictions
beginning of year $6,022,272 · end of year $3,570,267
Mission and programs · 2022
Mission
The Rosalynn Carter Institute of Caregivers (RCI) promotes the health, strength, and resilience of all caregivers at every stage of their journey.
-
Caregiver Awareness - Over the course of 2022, RCI engaged in a number of significant activities to increase awareness of and support for family caregivers. Notably, RCI launched its first-ever volunteer advocacy network, the 4Kinds Network, which works to elevate the voices of family caregivers in media, research, the workplace, and on Capitol Hill. RCI also worked to increase awareness of issues facing caregivers via owned platforms and earned media, including placements in NPR, PBS, the Wall Street Journal, Washington Post, Boston Globe, the Atlanta Journal Constitution, the 19th, and Forbes. We capped off the year by hosting a National Convening, which brought together lawmakers, industry leaders, funders, members of the media, pop-culture influencers, c-suite executives, and family caregivers for a conversation on the future of care.
Expenses $1,400,019
-
Operation Family Caregiver (OFC) and Operating Caregiver Support (OCS) are RCI's signature military programs providing support to caregivers of service members and veterans. OFC is an evidence-based 1:1 coaching program teaching problem-solving and other skills. In 2022, RCI Coaches provided 452 coaching sessions and 380 coaching hours, serving 116 unique caregivers. Caregivers who completed OFC have reported a 20% decrease inburden, 32% decrease indepression, 9% decrease in perceived financial stress, 12% decrease in perceived life chaos, 11% increase in problem-solving skills, 21% increase in social activity. OCS provides virtual peer support groups, delivered in English and Spanish. In 2022, 413 participants attended 116 groups, serving 89 unique caregivers. OCS participants reported a 11% decrease in caregiver depression score only 3 months into the program.
Expenses $441,374
-
Working While Caring - In partnership with the business community, RCI's Working While Caring (WWC) initiative fills critical gaps in the caregiver-employee experience through research, communications, and employer engagement. RCI works directly with employers (45 in 2022) to explore the effects, challenges, and opportunities of caring while working. Beyond expert facilitation and consultation, RCI offers curated presentations, technical assistance, and resources, including information about the broader context of care, which can present significant barriers to caregiver employees. In 2022, RCI launched the first Innovation Lab with 5 employers in Southeast Michigan, and released our Invisible Overtime white paper.
Expenses $257,650
-
Various other programs and initiatives.
Expenses $678,710
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gregory Fricchione
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
George Fredrick
President
- Total calculated
- $0
- Hours/week
- 2
-
Kathryn Cade
Vice-President
- Total calculated
- $0
- Hours/week
- 2
-
Bruce Chernof
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Paurvi Bhatt
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer Olsen
Chief Executive Officer
- Total calculated
- $173,144
- From this org
- $173,144
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,144
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $173,144
-
Karen KavanaughKAREN KAVANAUGH
Chief of Strategic Initiatives
- Total calculated
- $136,575
- From this org
- $136,575
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Douglas Howard GreenDOUGLAS HOWARD GREEN
Chief of Staff
- Total calculated
- $134,456
- From this org
- $134,456
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Barbara Ann Luttrell CreamerBARBARA ANN LUTTRELL CREAMER
Director of Communications
- Total calculated
- $131,535
- From this org
- $131,535
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Andrea L CangianoANDREA L CANGIANO
Chief of Programs
- Total calculated
- $121,921
- From this org
- $121,921
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Donna Lynne LeggettDONNA LYNNE LEGGETT
Chief Development Officer
- Total calculated
- $104,541
- From this org
- $104,541
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313119349300011
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