2025-06-27T15:18:42-05:00 2024-12-31 832175462 MARSHALL JONES 30000 MILL CREEK AVE STE 340 ALPHARETTA GA 30022 990 2024-01-01 845152046 ROSALYNN CARTER INSTITUTE FOR CAREGIVERS ROSA 7065301396 PO BOX 647 AMERICUS GA 31709 PAURVI BHATT CHIEF EXECUTIVE OFFICER 7065301396 2025-06-27 1 NATHAN LUMMUS P02049603 4042312001 2025-06-27 2024 2025-03-06 01:10:19Z PAURVI BHATT PO BOX 647 AMERICUS GA 31709 3436044 0 X ROSALYNNCARTER.ORG X 2020 GA THE ROSALYNN CARTER INSTITUTE OF CAREGIVERS (RCI) PROMOTES THE HEALTH, STRENGTH, AND RESILIENCE OF ALL CAREGIVERS AT EVERY STAGE OF THEIR JOURNEY. 4 4 12 0 0 0 1713003 3332392 120931 103001 0 -2800 0 491 1833934 3433084 0 0 0 0 1825025 1413524 0 0 108277 2198063 2076460 4023088 3489984 -2189154 -56900 3058116 2814982 533668 347434 2524448 2467548 X THE ROSALYNN CARTER INSTITUTE OF CAREGIVERS (RCI) PROMOTES THE HEALTH, STRENGTH, AND RESILIENCE OF ALL CAREGIVERS AT EVERY STAGE OF THEIR JOURNEY. 0 0 1195499 100692 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. 579312 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. 866173 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. 2640984 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 GA X THE ORGANIZATION 7065301396 PO BOX 647 AMERICUS GA 31709 GEORGE FREDRICK BOARD PRESIDENT 5.00 X X 0 0 0 KATHRYN CADE TREASURER 5.00 X X 0 0 0 GREGORY FRICCHIONE SECRETARY 5.00 X X 0 0 0 JUDY FITZGERALD VICE PRESIDENT 5.00 X X 0 0 0 JENNIFER OLSEN CHIEF EXECUTIVE OFFICER 40.00 X 196253 0 0 PAURVI BHATT PRESIDENT & CHIEF IMPACT OFFICER 40.00 X 177708 0 0 KAREN KAVANAUGH CHIEF OF STRATEGIC INITIAT 40.00 X 155435 0 0 DIANA FELNER SENIOR DIRECTOR, CAREGIVER & MENTAL HEALTH POLICY 40.00 X 216346 0 0 KARL BOND CHIEF OPERATING OFFICER 40.00 X 125917 0 0 871659 0 0 6 0 1 0 0 3332392 3332392 OTHER PROGRAM REVENUE 900099 103001 103001 103001 160 160 2960 -2960 -2960 -2960 OTHER 900099 491 491 491 3433084 100532 0 160 X 1153558 876704 276854 157556 119743 37813 102410 77832 24578 1446818 1186391 188086 72341 17876 17518 358 37384 17570 16076 3738 33255 22946 9311 998 50000 50000 68981 42078 11727 15176 68864 48205 13773 6886 4266 2133 2133 PROFESSIONAL FEES 170952 140180 22224 8548 PROFESSIONAL DEVELOPMEN 55331 55331 BOOKS AND GUIDES 49977 49977 CONTRIBUTIONS 35829 35829 36927 3878 32459 590 3489984 2640984 740723 108277 2201902 1669516 337990 149795 27603 61665 2825 37731 116000 580000 371796 316275 3058116 2814982 334217 247544 199451 99890 533668 347434 X 830832 1304835 1693616 1162713 2524448 2467548 3058116 2814982 -56900 0 X X 0 1 X 1 1 1 X 1519290 8937031 790071 1713003 3332392 16291787 1519290 8937031 790071 1713003 3332392 16291787 1380089 14911698 117 76 193 16291980 314211 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 233921 0 0 233921 0 0 RIGHT OF USE ASSET - OPERATING 287390 ANTIQUE FURNITURE 28885 316275 OPERATING LEASE LIABILITY 99890 99890 X 3433084 0 3433084 0 3433084 3489984 0 3489984 0 3489984 PART X, LINE 2: THE INSTITUTE ONLY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IF THE TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON AN EXAMINATION, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE THE INSTITUTE OPERATES. MANAGEMENT BELIEVES THAT INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE THAT ANY ADJUSTMENTS WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE INSTITUTE'S FINANCIAL CONDITION, RESULTS OF ACTIVITIES OR CASH FLOWS. ACCORDINGLY, THE INSTITUTE HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES, FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2024. THE INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS DATING BACK TO THE PERIOD ENDED DECEMBER 31, 2021. THE INSTITUTE IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ON CERTAIN INCOME NOT DIRECTLY RELATED TO THE INSTITUTE'S TAX-EXEMPT PURPOSE. IN THE OPINION OF MANAGEMENT, THE INSTITUTE DID NOT HAVE UNRELATED BUSINESS INCOME TAX LIABILITIES AT DECEMBER 31, 2024. X X X 0 0 0 0 0 0 0 0 0 DIANA FELNER SENIOR DIRECTOR, CAREGIVER & MENTAL 216346 0 0 0 0 0 0 0 0 0 216346 0 0 0 JENNIFER OLSEN CHIEF EXECUTIVE OFFICER 196253 0 0 0 0 0 0 0 0 0 196253 0 0 0 PAURVI BHATT PRESIDENT & CHIEF IMPACT OFFICER 177708 0 0 0 0 0 0 0 0 0 177708 0 0 0 KAREN KAVANAUGH CHIEF OF STRATEGIC INITIAT 155435 0 0 0 0 0 0 0 0 0 155435 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE CEO AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION REGULARLY MONITORS RELATIONSHIPS OF BOARD MEMBERS TO IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS PROVIDED UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 1,186,391. MANAGEMENT AND GENERAL EXPENSES 188,086. FUNDRAISING EXPENSES 72,341. TOTAL EXPENSES 1,446,818. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.