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← ROSALYNN CARTER INSTITUTE FOR CAREGIVERS INC

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 Fredrick

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Kathryn Cade

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Gregory Fricchione

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Judy Fitzgerald

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Jennifer 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 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 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 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 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

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