Form 990 for tax year 2024
Filed by ROSALYNN CARTER INSTITUTE FOR CAREGIVERS INC.
Totals
- Total revenue
- $3,433,084
- Total expenses
- $3,489,984
- Contributions and grants received
- $3,332,392
- Grants paid
- $0
- Program service revenue
- $103,001
- Investment income
- -$2,800
- Other revenue
- $491
- Total assets, end of year
- $2,814,982
- Total liabilities, end of year
- $347,434
- Net assets or fund balances, end of year
- $2,467,548
- Program services expenses (Part IX)
- $2,640,984
- Management and general expenses
- $740,723
- Fundraising expenses
- $108,277
- Program service expenses (Part III)
- $2,640,984
Program services were 75.7% 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
$3,332,392
-
2a · Program service revenue: OTHER PROGRAM REVENUE
total $103,001 · related or exempt $103,001
-
3 · Investment income
total $160 · excluded $160
-
7b · Less cost or other basis and sales expenses
other assets $2,960
-
7c · Gain or loss
other assets -$2,960
-
7d · Net gain or loss
total -$2,960 · related or exempt -$2,960
-
11a · Other revenue: OTHER
total $491 · related or exempt $491
-
11e · Other revenue, total
$491
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $1,153,558 · program services $876,704 · management and general $276,854
-
9 · Other employee benefits
total $157,556 · program services $119,743 · management and general $37,813
-
10 · Payroll taxes
total $102,410 · program services $77,832 · management and general $24,578
-
11g · Fees: other
total $1,446,818 · program services $1,186,391 · management and general $188,086 · fundraising $72,341
-
12 · Advertising and promotion
total $17,876 · program services $17,518 · management and general $358
-
13 · Office expenses
total $37,384 · program services $17,570 · management and general $16,076 · fundraising $3,738
-
14 · Information technology
total $33,255 · program services $22,946 · management and general $9,311 · fundraising $998
-
16 · Occupancy
total $50,000 · management and general $50,000
-
17 · Travel
total $68,981 · program services $42,078 · management and general $11,727 · fundraising $15,176
-
19 · Conferences, conventions and meetings
total $68,864 · program services $48,205 · management and general $13,773 · fundraising $6,886
-
23 · Insurance
total $4,266 · program services $2,133 · management and general $2,133
-
24a · Other expenses: PROFESSIONAL FEES
total $170,952 · program services $140,180 · management and general $22,224 · fundraising $8,548
-
24b · Other expenses: PROFESSIONAL DEVELOPMEN
total $55,331 · management and general $55,331
-
24c · Other expenses: BOOKS AND GUIDES
total $49,977 · program services $49,977
-
24d · Other expenses: CONTRIBUTIONS
total $35,829 · program services $35,829
-
24e · All other expenses
total $36,927 · program services $3,878 · management and general $32,459 · fundraising $590
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,201,902 · end of year $1,669,516
-
3 · Pledges and grants receivable
beginning of year $337,990 · end of year $149,795
-
8 · Inventories for sale or use
beginning of year $27,603 · end of year $61,665
-
9 · Prepaid expenses and deferred charges
beginning of year $2,825 · end of year $37,731
-
14 · Intangible assets
beginning of year $116,000 · end of year $580,000
-
15 · Other assets
beginning of year $371,796 · end of year $316,275
-
17 · Accounts payable and accrued expenses
beginning of year $334,217 · end of year $247,544
-
25 · Other liabilities
beginning of year $199,451 · end of year $99,890
-
27 · Net assets without donor restrictions
beginning of year $830,832 · end of year $1,304,835
-
28 · Net assets with donor restrictions
beginning of year $1,693,616 · end of year $1,162,713
Mission and programs · 2024
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 - IN 2024, RCI SIGNIFICANTLY EXPANDED NATIONAL AWARENESS OF CAREGIVING THROUGH STRATEGIC MEDIA PLACEMENTS, THOUGHT LEADERSHIP, SOCIAL MEDIA ENGAGEMENT, AND STORYTELLING CAMPAIGNS. WITH OVER 705 MEDIA PLACEMENTS GENERATING 706 MILLION IMPRESSIONS, RCI POSITIONED CAREGIVING AS A VITAL PUBLIC ISSUE, FEATURING VOICES OF DIVERSE CAREGIVERS ACROSS PLATFORMS INCLUDING FORBES, NPR, AND PEOPLE MAGAZINE. THE LAUNCH AND AMPLIFICATION OF THE 4KINDS NETWORK CREATED NEW OPPORTUNITIES FOR CAREGIVERS TO DIRECTLY SHAPE PUBLIC NARRATIVES AND INFLUENCE POLICY, WHILE THE ORGANIZATION'S COLLABORATION WITH HIGH-VISIBILITY PARTNERSSUCH AS REIMAGINE, FEMA, AND CIGNAENSURED CAREGIVING WAS CENTERED IN BROADER DISCUSSIONS ON HEALTH, WORK, AND EMERGENCY PREPAREDNESS. TOGETHER, THESE EFFORTS ELEVATED CAREGIVING VISIBILITY, FOSTERED EMPATHY, AND DEEPENED PUBLIC UNDERSTANDING OF CAREGIVERS' CONTRIBUTIONS AND NEEDS.
Expenses $1,195,499 · Revenue $100,692
-
DATA PLATFORM - THE PROJECT CONSISTED OF LAUNCHING A NATIONAL CAREGIVER DATA PLATFORM INTENDED TO EXPAND ACCESS TO DATA AND SERVE RESEARCHERS, POLICYMAKERS, PRACTITIONERS, AND CARING COMMUNITIES BY PROVIDING ACTIONABLE INSIGHTS INTO CAREGIVER EXPERIENCES AND NEEDS. DEVELOPED IN PARTNERSHIP WITH EXYGY, THE PLATFORM CONSOLIDATES FOUR DECADES OF PROGRAM DATA, NATIONAL AND STATE-LEVEL RESEARCH, AND REAL-TIME CAREGIVER INPUT. CORE FEATURES INCLUDE SECURE DATA INGESTION FOR PROGRAM TRACKING, ADVANCED ANALYTICS AND VISUALIZATION TOOLS, AND A PUBLIC-FACING PORTAL THAT ALLOWS INTERACTIVE EXPLORATION OF CAREGIVER TRENDS, OUTCOMES, AND COMMUNITY ENGAGEMENT. THIS INITIATIVE ENSURES CONTINUOUS IMPROVEMENT AND TRANSPARENCY IN CAREGIVER SUPPORT, EQUIPPING STAKEHOLDERS ACROSS THE FIELD WITH ROBUST INFORMATION TO INFORM DECISIONS AND FOSTER BETTER SERVICE DELIVERY.
Expenses $579,312
-
DEALING WITH DEMENTIA (DWD) - RCI PARTNERED TO EXPAND THE REACH OF CULTURALLY ADAPTED TOOLS FOR DEMENTIA CARE WITH ALTER DEMENTIA, AIMING TO TAILOR ITS DEALING WITH DEMENTIA (DWD) PROGRAM SPECIFICALLY FOR BLACK CAREGIVERS IN GEORGIA. TOGETHER, THE ORGANIZATIONS CONDUCTED A COMPREHENSIVE REVIEW AND REVISION OF THE DWD GUIDE AND TRAINING MATERIALS, FOCUSING ON REPRESENTATION, ACCESSIBILITY, AND FAITH-BASED COMMUNITY ENGAGEMENT. THE UPDATED GUIDE AND WORKSHOPS WERE DISTRIBUTED ACROSS SUMTER COUNTY AND OTHER REGIONS, REACHING OVER 400 CAREGIVERS DIRECTLY AND ANOTHER 400 THROUGH CONTINUED OUTREACH. THE PROJECT SHOWED A STATISTICALLY SIGNIFICANT IMPROVEMENT IN CAREGIVER UNDERSTANDING OF DEMENTIA, AND IT ESTABLISHED A FOUNDATION FOR FUTURE CULTURALLY INCLUSIVE ADAPTATIONSINCLUDING FOR LATINO CAREGIVERSBASED ON INSIGHTS GATHERED DURING THIS PROCESS.
Expenses $866,173
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
George FredrickGEORGE FREDRICK
BOARD PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Kathryn CadeKATHRYN CADE
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Gregory FricchioneGREGORY FRICCHIONE
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Judy FitzgeraldJUDY FITZGERALD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Jennifer OlsenJENNIFER OLSEN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $196,253
- From this org
- $196,253
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,253
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $196,253
-
Paurvi BhattPAURVI BHATT
PRESIDENT & CHIEF IMPACT OFFICER
- Total calculated
- $177,708
- From this org
- $177,708
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,708
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $177,708
-
Karen KavanaughKAREN KAVANAUGH
CHIEF OF STRATEGIC INITIAT
- Total calculated
- $155,435
- From this org
- $155,435
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,435
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $155,435
-
Diana FelnerDIANA FELNER
SENIOR DIRECTOR, CAREGIVER & MENTAL HEALTH POLICY
- Total calculated
- $216,346
- From this org
- $216,346
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,346
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $216,346
-
Karl BondKARL BOND
CHIEF OPERATING OFFICER
- Total calculated
- $125,917
- From this org
- $125,917
- 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
- 2024
- Filed
- 27 June 2025
- IRS schema version
- 2024v5.2
- Source object
- 202541789349301244
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.