2024-11-14T10:23:22-06:00 2023-12-31 832175462 MARSHALL JONES 30000 MILL CREEK AVE STE 340 ALPHARETTA GA 30022 990 2023-01-01 845152046 ROSALYNN CARTER INSTITUTE FOR CAREGIVERS ROSA 7065301396 PO BOX 647 AMERICUS GA 31709 JENNIFER OLSEN CHIEF EXECUTIVE OFFICER 7065301396 2024-11-14 1 NATHAN LUMMUS P02049603 4042312001 2024-11-14 2023 2024-10-15 13:58:12Z JENNIFER OLSEN PO BOX 647 AMERICUS GA 31709 1833934 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 20 42 0 0 790071 1713003 91058 120931 76 0 1530 0 882735 1833934 0 0 0 0 1914464 1825025 0 0 152462 1712763 2198063 3627227 4023088 -2744492 -2189154 5205818 3058116 492216 533668 4713602 2524448 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 1185164 15000 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. 378541 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. 283867 105931 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. 1007965 OTHER PROGRAM SERVICES PROVIDED - WORKING WHILE CARING, DISASTER PREPAREDNESS, CAREGIVER DATA PLATFORM, AND MILITARY CAREGIVER COACHING & WEBINARS. 1007965 2855537 1 1 0 0 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 20 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 PRESIDENT 2.00 X X 0 0 0 KATHRYN CADE SECRETARY 2.00 X X 0 0 0 BRUCE CHERNOF TREASURER 2.00 X X 0 0 0 PAURVI BHATT VICE-PRESIDENT 2.00 X X 0 0 0 JENNIFER OLSEN CHIEF EXECUTIVE OFFICER 40.00 X 186779 0 0 KAREN KAVANAUGH CHIEF OF STRATEGIC INITIAT 40.00 X 145820 0 0 BARBARA ANN LUTTRELL CREAMER DIRECTOR OF COMMUNICATIONS 40.00 X 118579 0 0 DONNA LYNNE LEGGETT CHIEF DEVELOPMENT OFFICER 40.00 X 113997 0 0 KARL BOND DIRECTOR - OPERATIONS AND ADMINISTATION 40.00 X 100313 0 0 665488 0 0 6 0 1 0 0 1713003 1713003 OTHER PROGRAM REVENUE 900099 120931 120931 120931 1833934 120931 0 0 126750 126750 1422726 957883 387369 77474 145324 101727 36331 7266 130225 91158 32556 6511 4809 4328 481 27884 20913 6971 87637 65728 21909 50000 25000 25000 64654 51723 12931 15624 15624 CONTRACT LABOR 997493 698245 269323 29925 PROFESSIONAL FEES 748395 561296 187099 PROFESSIONAL DEVELOPMEN 120316 90237 30079 MISCELLANEOUS 63046 47286 15760 18205 13263 2692 2250 4023088 2855537 1015089 152462 1255338 2201902 3453385 337990 69028 27603 7038 2825 116000 421029 371796 5205818 3058116 193532 334217 298684 199451 492216 533668 X 1143335 830832 3570267 1693616 4713602 2524448 5205818 3058116 -2189154 0 X X 0 1 X 1 0 X 1519290 8937031 790071 1713003 12959395 1519290 8937031 790071 1713003 12959395 1513385 11446010 117 76 193 12959588 213519 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 0 PART II-B, LINE 1: CONTRACTED LOBBYING FIRM ($57,500) TO SUPPORT ONGOING EFFORTS FOR INCLUSION IN CONGRESSIONALLY DIRECT SPENDING PROJECTS TO RECEIVE FEDERAL FUNDING. CONTRACTED A SEPARATE LOBBYING FIRM ($101,250) TO DEVELOP A COMPREHENSIVE STRATEGY TO ADVANCE THE "FEDERAL OFFICE OF CAREGIVER HEALTH" POLICY CONCEPT AND BEGIN EXECUTION OF THIS STRATEGY. PAID STAFF ($48,400.88) TO SUPPORT THESE EFFORTS. 0 RIGHT OF USE ASSET - OPERATING 336951 ANTIQUE FURNITURE 34845 371796 OPERATING LEASE LIABILITY 199451 199451 X 1833934 0 1833934 0 1833934 4023088 0 4023088 0 4023088 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, 2023. 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, 2020. 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, 2023. X X X 0 0 0 0 0 0 0 0 0 JENNIFER OLSEN CHIEF EXECUTIVE OFFICER 186779 0 0 0 0 0 0 0 0 0 186779 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. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.