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← ROSALYNN CARTER INSTITUTE FOR CAREGIVERS INC

Form 990 for tax year 2023

Filed by ROSALYNN CARTER INSTITUTE FOR CAREGIVERS INC.

Totals

Total revenue
$1,833,934
Total expenses
$4,023,088
Contributions and grants received
$1,713,003
Grants paid
$0
Program service revenue
$120,931
Investment income
$0
Other revenue
$0
Total assets, end of year
$3,058,116
Total liabilities, end of year
$533,668
Net assets or fund balances, end of year
$2,524,448
Program services expenses (Part IX)
$2,855,537
Management and general expenses
$1,015,089
Fundraising expenses
$152,462
Program service expenses (Part III)
$2,855,537

Program services were 71.0% 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

    $1,713,003

  • 2a · Program service revenue: OTHER PROGRAM REVENUE

    total $120,931 · related or exempt $120,931

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 $1,422,726 · program services $957,883 · management and general $387,369 · fundraising $77,474

  • 9 · Other employee benefits

    total $145,324 · program services $101,727 · management and general $36,331 · fundraising $7,266

  • 10 · Payroll taxes

    total $130,225 · program services $91,158 · management and general $32,556 · fundraising $6,511

  • 12 · Advertising and promotion

    total $4,809 · program services $4,328 · fundraising $481

  • 13 · Office expenses

    total $27,884 · program services $20,913 · management and general $6,971

  • 14 · Information technology

    total $87,637 · program services $65,728 · management and general $21,909

  • 16 · Occupancy

    total $50,000 · program services $25,000 · management and general $25,000

  • 17 · Travel

    total $64,654 · program services $51,723 · fundraising $12,931

  • 23 · Insurance

    total $15,624 · fundraising $15,624

  • 24a · Other expenses: CONTRACT LABOR

    total $997,493 · program services $698,245 · management and general $269,323 · fundraising $29,925

  • 24b · Other expenses: PROFESSIONAL FEES

    total $748,395 · program services $561,296 · management and general $187,099

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $120,316 · program services $90,237 · management and general $30,079

  • 24d · Other expenses: MISCELLANEOUS

    total $63,046 · program services $47,286 · management and general $15,760

  • 24e · All other expenses

    total $18,205 · program services $13,263 · management and general $2,692 · fundraising $2,250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,255,338 · end of year $2,201,902

  • 3 · Pledges and grants receivable

    beginning of year $3,453,385 · end of year $337,990

  • 8 · Inventories for sale or use

    beginning of year $69,028 · end of year $27,603

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,038 · end of year $2,825

  • 14 · Intangible assets

    end of year $116,000

  • 15 · Other assets

    beginning of year $421,029 · end of year $371,796

  • 17 · Accounts payable and accrued expenses

    beginning of year $193,532 · end of year $334,217

  • 25 · Other liabilities

    beginning of year $298,684 · end of year $199,451

  • 27 · Net assets without donor restrictions

    beginning of year $1,143,335 · end of year $830,832

  • 28 · Net assets with donor restrictions

    beginning of year $3,570,267 · end of year $1,693,616

Mission and programs · 2023

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 - RCI WORKED TO PROVIDE DIRECT FEEDBACK TO CONGRESSIONAL AND ADMINISTRATION OFFICES ON NEW CAREGIVER SUPPORT LEGISLATION, CONNECTED CAREGIVER ADVOCATES IN VARIOUS PUBLICATIONS LIKE PEOPLE AND THE 19TH, WORKED WITH FEMA TO INCREASE THE VISIBILITY OF CAREGIVERS DURING DISASTERS, RELEASED A WHITE PAPER CONTAINING RECOMMENDATIONS TO INFORM THE DESIGN AND IMPLEMENTATION OF THE CENTER FOR MEDICARE AND MEDICAID'S GUIDE MODEL TO SUPPORT DEMENTIA CAREGIVERS, AND PREPARED CAREGIVERS TO PARTICIPATE IN VARIOUS LOBBY DAYS AT STATE CAPITOLS. RCI LAUNCHED THE 4KINDS NETWORK TO CONNECT CAREGIVERS TO VARIOUS RESEARCH AND ADVOCACY OPPORTUNITIES SEEKING TO BETTER UNDERSTAND AND IMPROVE SYSTEMS OF SUPPORT FOR CAREGIVERS.

    Expenses $1,185,164 · Revenue $15,000

  • CAREGIVER PROFILES - RCI LAUNCHED AN INITIATIVE USING THE DIVERSE EXPERIENCES OF REAL CAREGIVERS TO DEVELOP A CAREGIVER PROFILE FRAMEWORK. WORKING WITH OUR ACADEMIC PARTNERS AT DUKE UNIVERSITY, WE CONDUCTED A LITERATURE REVIEW OF MORE THAN 10,000 RESEARCH PAPERS, CONVENED AN EXPERT STAKEHOLDER PANEL, AND CONDUCTED A SERIES OF ROBUST CAREGIVER FOCUS GROUPS TO ADVISE ON THE INITIAL DEVELOPMENT OF THESE CAREGIVER PROFILES.

    Expenses $378,541

  • DEALING WITH DEMENTIA (DWD) - RCI WORKED IN PARTNERSHIP WITH ALTER DEMENTIA IN COLLABORATION WITH SAGENAVIGATOR, A COLLECTIVE GROUP OF HEALTHCARE PROFESSIONALS THAT ADDRESS THE LACK OF RESOURCES AND AWARENESS AROUND DEMENTIA IN AFRICAN AMERICAN AND FAITH COMMUNITIES, TO BEGIN AN EXPANSION OF RCI'S DEALING WITH DEMENTIA PROGRAMMING FOR FAMILY CAREGIVERS ACROSS THE STATE OF GEORGIA. THE ADAPTATION OF RCI'S DWD PROGRAM WILL ENABLE RCI TO HAVE A CULTURALLY TAILORED COURSE AND MATERIALS FOR AFRICAN AMERICAN CAREGIVERS.

    Expenses $283,867 · Revenue $105,931

  • OTHER PROGRAM SERVICES PROVIDED - WORKING WHILE CARING, DISASTER PREPAREDNESS, CAREGIVER DATA PLATFORM, AND MILITARY CAREGIVER COACHING & WEBINARS.

    Expenses $1,007,965

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • George Fredrick

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Kathryn Cade

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Bruce Chernof

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Paurvi Bhatt

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Olsen

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $186,779
    From this org
    $186,779
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,779
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $186,779
  • Karen Kavanaugh

    CHIEF OF STRATEGIC INITIAT

    Total calculated
    $145,820
    From this org
    $145,820
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Barbara Ann Luttrell Creamer

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $118,579
    From this org
    $118,579
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Donna Lynne Leggett

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $113,997
    From this org
    $113,997
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Karl Bond

    DIRECTOR - OPERATIONS AND ADMINISTATION

    Total calculated
    $100,313
    From this org
    $100,313
    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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349305378

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