Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
EIN 84-5152046 • 501(c)3 • Americus, GA
Profile
The rosalynn carter institute of caregivers (rci) promotes the health, strength, and resilience of all caregivers at every stage of their journey.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Liabilities / Revenue
55th percentile
Higher debt load relative to revenue than 55% of similar nonprofits.
Net Margin
35th percentile
Higher net margin than 35% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 6.3% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Assets
Down$2,814,982
Down $243,134 (-8.0%) from 2023
Liabilities
Down$347,434
Down $186,234 (-35%) from 2023
Net Assets
Down$2,467,548
Down $56,900 (-2.3%) from 2023
Revenue
Up$3,433,084
Up $1,599,150 (+87%) from 2023
Expenses
Down$3,489,984
Down $533,104 (-13%) from 2023
Net Income
Up-$56,900
Up $2,132,254 (+97%) from 2023
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
The Rosalynn Carter Institute of Caregivers (RCI) promotes the health, strength, and resilience of all caregivers at every stage of their journey.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $2,201,902 | $1,669,516 | ▼ $532,386 |
| Intangible Assets | $116,000 | $580,000 | ▲ $464,000 |
| Pledges and Grants Receivable | $337,990 | $149,795 | ▼ $188,195 |
| Inventories for Sale or Use | $27,603 | $61,665 | ▲ $34,062 |
| Prepaid Expenses and Deferred Charges | $2,825 | $37,731 | ▲ $34,906 |
| Total Assets | $3,058,116 | $2,814,982 | ▼ $243,134 |
| Other Assets Total | $371,796 | $316,275 | ▼ $55,521 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $334,217 | $247,544 | ▼ $86,673 |
| Other Liabilities | $199,451 | $99,890 | ▼ $99,561 |
| Total Liabilities | $533,668 | $347,434 | ▼ $186,234 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $830,832 | $1,304,835 | ▲ $474,003 |
| Net Assets With Donor Restrictions | $1,693,616 | $1,162,713 | ▼ $530,903 |
| Total Net Assets Fund Balance | $2,524,448 | $2,467,548 | ▼ $56,900 |
| Total Liabilities and Net Assets / Fund Balance | $3,058,116 | $2,814,982 | ▼ $243,134 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $28,885 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Diana Felner | Senior Director, Caregiver & Mental Health Policy | FT | $216,346 | $216,346 |
| Diana Felner | Senior Director, Caregiver & Mental | - | $216,346 | $216,346 |
| Jennifer Olsen | Chief Executive Officer | FT | $196,253 | $196,253 |
| Paurvi Bhatt | President & Chief Impact Officer | FT | $177,708 | $177,708 |
| Karen Kavanaugh | Chief of Strategic Initiat | FT | $155,435 | $155,435 |
| Karl Bond | Chief Operating Officer | FT | $125,917 | $125,917 |
| Name | Title |
|---|---|
| George Fredrick | Board President |
| Judy Fitzgerald | Vice President |
| Gregory Fricchione | Secretary |
| Kathryn Cade | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,076,460 |
| Salaries, Compensation, and Employee Benefits | $1,413,524 |
| Total Fundraising Expense | $108,277 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | $1,186,391 | $188,086 | $72,341 | $1,446,818 |
| Other Salaries and Wages | $876,704 | $276,854 | - | $1,153,558 |
| Other Employee Benefits | $119,743 | $37,813 | - | $157,556 |
| Payroll Taxes | $77,832 | $24,578 | - | $102,410 |
| Travel | $42,078 | $11,727 | $15,176 | $68,981 |
| Conferences and Meetings | $48,205 | $13,773 | $6,886 | $68,864 |
| Occupancy | - | $50,000 | - | $50,000 |
| Office Expenses | $17,570 | $16,076 | $3,738 | $37,384 |
| All Other Expenses | $3,878 | $32,459 | $590 | $36,927 |
| Other Expenses | $35,829 | $55,331 | $8,548 | $35,829 |
| Information Technology | $22,946 | $9,311 | $998 | $33,255 |
| Advertising | $17,518 | $358 | - | $17,876 |
| Insurance | $2,133 | $2,133 | - | $4,266 |
| Total Functional Expenses | $2,640,984 | $740,723 | $108,277 | $3,489,984 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $3,489,984 |
| Total Expenses per Audited Statements | $3,489,984 |
| Total Expenses per Form 990 | $3,489,984 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Operating Lease Liability | $99,890 |
“The 990 will be reviewed by the ceo and treasurer.”
“Organization regularly monitors relationships of board members to identify any potential conflicts of interest.”
“Documents provided upon request.”
“Documents provided upon request.”
“Contract labor: program service expenses 1,186,391. Management and general expenses 188,086. Fundraising expenses 72,341. Total expenses 1,446,818.”
“No change from prior year.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 247544 |
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| IRS990/ActivityOrMissionDesc | 0 | THE ROSALYNN CARTER INSTITUTE OF CAREGIVERS (RCI) PROMOTES THE HEALTH, STRENGTH, AND RESILIENCE OF ALL CAREGIVERS AT EVERY STAGE OF THEIR JOURNEY. |
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| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 590 |
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| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 48205 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 68864 |
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| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
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| IRS990/CYRevenuesLessExpensesAmt | 0 | -56900 |
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| IRS990/CYTotalFundraisingExpenseAmt | 0 | 108277 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3433084 |
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| IRS990/Desc | 0 | 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. |
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| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 1446818 |
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| IRS990/MissionDesc | 0 | THE ROSALYNN CARTER INSTITUTE OF CAREGIVERS (RCI) PROMOTES THE HEALTH, STRENGTH, AND RESILIENCE OF ALL CAREGIVERS AT EVERY STAGE OF THEIR JOURNEY. |
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| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 316275 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
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| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 119743 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 157556 |
| IRS990/OtherExpensesGrp/Desc | 0 | PROFESSIONAL FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | PROFESSIONAL DEVELOPMEN |
| IRS990/OtherExpensesGrp/Desc | 2 | BOOKS AND GUIDES |
| IRS990/OtherExpensesGrp/Desc | 3 | CONTRIBUTIONS |
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| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 22224 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 55331 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 140180 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 49977 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 35829 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 170952 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 55331 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 49977 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 35829 |
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| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 99890 |
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| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER |
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| IRS990/OtherRevenueTotalAmt | 0 | 491 |
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| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 876704 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 1153558 |
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| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 102410 |
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| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 149795 |
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| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 37731 |
| IRS990/PrincipalOfficerNm | 0 | PAURVI BHATT |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
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| IRS990/ProgramServiceRevenueGrp/Desc | 0 | OTHER PROGRAM REVENUE |
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | 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. |
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| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | 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. |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
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| IRS990ScheduleJ/Form990OfOtherOrganizationsInd | 0 | X |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 3 | 0 |
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