2024-04-05T16:19:42-05:00 2023-12-31 390859910 BAKER TILLY US LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2023-01-01 421529394 CARINGBRIDGE CARI 6514527940 3600 AMERICAN BOULEVARD WEST 405 BLOOMINGTON MN 55431 TIA NEWCOMER CHIEF EXECUTIVE OFFICER 6514527940 2024-04-05 1 TIA NEWCOMER XXX-XX-XXXX 1 KAREN A GRIES P00078514 6128764500 2024-04-05 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X TIA NEWCOMER 3600 AMERICAN BOULEVARD WEST 405 BLOOMINGTON MN 55431 12862545 0 X WWW.CARINGBRIDGE.ORG X 2002 MN FROM THE LAUNCH OF THE VERY FIRST CARINGBRIDGE SITE, WE'VE BEEN WORKING TOWARD A SINGLE VISION: A WORLD WHERE NO ONE GOES THROUGH A HEALTH JOURNEY ALONE. IN ORDER TO TURN THIS VISION INTO REALITY, WE'VE MADE IT OUR MISSION TO BUILD BRIDGES OF CARE AND COMMUNICATION PROVIDING LOVE AND SUPPORT ON A HEALTH JOURNEY. 14 13 55 30 0 0 10925035 12422686 0 0 13403 70953 256854 351686 11195292 12845325 0 0 0 0 5989591 6767829 263430 213332 1228513 5420841 4770202 11673862 11751363 -478570 1093962 4789719 6535180 526227 1169490 4263492 5365690 X CARINGBRIDGE IS WORKING TOWARD A SINGLE VISION: A WORLD WHERE NO ONE GOES THROUGH A HEALTH JOURNEY ALONE. IN ORDER TO TURN THIS VISION INTO REALITY, WE'VE MADE IT OUR MISSION TO BUILD BRIDGES OF CARE AND COMMUNICATION PROVIDING LOVE AND SUPPORT ON A HEALTH JOURNEY. 0 0 8874621 "CARINGBRIDGE (THE ORGANIZATION) IS A NO-COST NONPROFIT HEALTH COMMUNICATION PLATFORM THAT SURROUNDS FAMILY CAREGIVERS WITH SUPPORT WHILE THEY CARE FOR A LOVED ONE ON A HEALTH JOURNEY.FEELINGS OF BEING OVERWHELMED, ISOLATED, AND LONELY ARE PREVALENT AMONG FAMILY CAREGIVERS AND THE LOVED ONES THEY SUPPORT ON A HEALTH JOURNEY. CARINGBRIDGE ADDRESSES THOSE NEEDS BY IMPROVING EMOTIONAL HEALTH AND SOCIAL SUPPORT, HELPING PEOPLE COME TOGETHER IN SUPPORT OF HEALING. SINCE 1997, WE'VE MADE IT EASY TO SHARE UPDATES AND ACTIVATE A SUPPORT NETWORK ALL IN ONE PLACE. CARINGBRIDGE IS NO-COST, SECURE, PRIVATE, AD-FREE, AND NEVER SELLS DATA.BENEFITS OF USE: SINCE JUNE 1997, NEARLY 1 MILLION CARINGBRIDGE PAGES HAVE BEEN CREATED. THREE HUNDRED THOUSAND (300,000) PEOPLE VISIT CARINGBRIDGE EVERY DAY TO GIVE OR RECEIVE SUPPORT. SIXTEEN HUNDRED (1,600) MESSAGES OF LOVE, HOPE, AND SUPPORT ARE POSTED EVERY HOUR.CARINGBRIDGE OFFERS FOUR MAIN WAYS TO HELP:COMMUNICATE - SUPPORT THAT HELPS YOU CONNECT: COMMUNICATE TO EVERYONE ALL AT ONCE IN A SAFE AND PRIVATE SPACE, RELIEVING THE BURDEN OF INIDVIDUALLY UPDATING PEOPLE.CAPTURE - SUPPORT THAT HELPS YOU PROCESS: THE VERY ACT OF CAPTURING A LOVED ONES' HEALTH JOURNEY IMPROVES EMOTIONAL HEALTH AND SOCIAL SUPPORT.COORDINATE - SUPPORT THAT HELPS YOU ASK FOR HELP: MAKING IT EASY TO ASK FOR HELP, BECAUSE WE KNOW IT'S OFTEN THE MOST DIFFICULT THING TO ASK FOR. COMMUNITY - SUPPORT THAT HELPS YOU FEEL LESS ALONE: BRINGING TOGETHER THE COMMUNITY OF YOUR CHOICE TO RALLY SUPPORT AND CONNECT YOU WITH OTHERS WHO HAVE HAD SIMILAR EXPERIENCES. 8874621 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 55 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN UT VA WI WV X X X TIA NEWCOMER 6514527940 3600 AMERICAN BOULEVARD WEST SUITE BLOOMINGTON MN 55431 TIA NEWCOMER CHIEF EXECUTIVE OFFICER 40.00 X X 370000 0 25497 SCOTT SPIKER CHAIR 2.00 X X 0 0 0 SARAH KREVANS VICE CHAIR 2.00 X X 0 0 0 MOLLY JUNGBAUER TREASURER 2.00 X X 0 0 0 JODI HUBLER IMMEDIATE PAST CHAIR 2.00 X 0 0 0 CALVIN ALLEN DIRECTOR 2.00 X 0 0 0 PAURVI BHATT DIRECTOR 2.00 X 0 0 0 SOLEIL BOUGHTON DIRECTOR 2.00 X 0 0 0 DEBORAH DACCORD DIRECTOR 2.00 X 0 0 0 LINDA IRELAND DIRECTOR 2.00 X 0 0 0 KEVIN O'LEARY DIRECTOR 2.00 X 0 0 0 SARA RATNER DIRECTOR 2.00 X 0 0 0 CRIS ROSS DIRECTOR 2.00 X 0 0 0 ADRIAN SLOBIN DIRECTOR 2.00 X 0 0 0 ANDY THIEMAN DIRECTOR 2.00 X 0 0 0 SOLOME TIBEBU DIRECTOR 2.00 X 0 0 0 ELIZABETH OLSON CHIEF FINANCIAL OFFICER 40.00 X 205986 0 31358 TOM BOOTH CHIEF PRODUCT OFFICER 40.00 X 225604 0 7986 STEPHANIE SCHMID CHIEF REVENUE OFFICER 40.00 X 203184 0 22337 MARK PRICE CHIEF DATA OFFICER 40.00 X 214106 0 29433 JASON COLEMAN SOLUTION ARCHITECT 40.00 X 156646 0 23737 GREG DAHL LEAD SOFTWARE ENGINEER 40.00 X 146553 0 31828 RAMLA TIEWALA HASANALI DIRECTOR OF PRODUCT 40.00 X 169818 0 6178 MARK PHILLIPS VICE PRESIDENT OF TECHNOLOGY 40.00 X 195612 0 7057 ALIK LEWIS DIRECTOR OF DEV OPS 40.00 X 150929 0 11862 2038438 0 197273 24 0 1 1 AMAZON WEB SERVICES 410 TERRY AVENUE NORTH SEATTLE WA 981095210 TECHNOLOGY HOSTING 440432 SLALOM PO BOX 101416 PASADENA CA 911891416 TECHNOLOGY CONSULTING 274850 IMPACT PROVEN SOLUTIONS 4600 LYNDALE AVE N MINNEAPOLIS MN 554121408 DIRECT MAIL CONSULTANT 252178 WISE IT CONSULTING INC 10780 201ST AVE NW ELK RIVER MN 55330 TECHNOLOGY STAFFING AND CONSULTING 218280 NEXTAFTER 5810 TENNYSON PARKWAY SUITE 102 PLANO TX 75024 FUNDRAISING CONSULTANTS 183614 9 19000 12403686 12422686 70853 70853 261630 261630 100 0 100 100 100 97775 19000 17220 80555 80555 OTHER INCOME 900099 7321 7321 CC POINT REDEMPTION 541800 2180 2180 9501 12845325 0 0 422639 X 1335491 1069967 154427 111097 4523350 3616138 532333 374879 137174 112397 12919 11858 378135 309836 35612 32687 393679 322570 37077 34032 50488 18334 30449 1705 21990 21990 213332 213332 1591994 1279975 263952 48067 841100 824870 16230 243810 66335 13244 164231 1116326 970633 76083 69610 203020 166922 18793 17305 84762 52372 23450 8940 2580 2249 172 159 26355 21669 2440 2246 CREDIT CARD FEES 371233 371233 SERVICE MATERIALS 117030 18716 15 98299 MISCELLANEOUS 64304 21541 21417 21346 LICENSES AND PERMITS 35210 97 32623 2490 11751363 8874621 1648229 1228513 1696288 2137575 1389566 582722 954138 170784 152487 8112 13150 105811 175742 3508731 2785780 2880 722951 1400978 1443666 15300 352749 4789719 6535180 526227 812687 0 356803 526227 1169490 X 3960521 3505659 302971 1860031 4263492 5365690 4789719 6535180 1093962 8236 0 X 0 1 X 1 0 X 9523579 11217035 10677083 10925035 12422686 54765418 9523579 11217035 10677083 10925035 12422686 54765418 378436 54386982 220451 204645 264487 254818 332483 1276884 530 4217 6332 15339 9501 35919 56078221 0.96980 0.97640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 530. 2020 AMOUNT: $ 4,217. 2021 AMOUNT: $ 6,332. 2022 AMOUNT: $ 5,589. 2023 AMOUNT: $ 7,321. CC POINT REDEMPTION - 2022 AMOUNT: $ 9,750. 2023 AMOUNT: $ 2,180. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 224596 5664 230260 222844 1752 224596 222398 446 222844 219469 2929 222398 212257 7212 219469 0.00000 0.89000 0.11000 0 0 128967 128668 299 3379764 2657112 722652 722951 SECURITY DEPOSIT 20426 RIGHT OF USE ASSET 332323 352749 LEASE LIABILITY 356803 356803 X 13356823 8236 503262 511498 12845325 0 12845325 12254625 503262 503262 11751363 0 11751363 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE ONGOING FINANCIAL SUPPORT, THE INCOME OF WHICH SHALL BE USED TO FURTHER THE EXEMPT CHARITABLE PURPOSES OF CARINGBRIDGE. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT CARINGBRIDGE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. IT IS ALSO EXEMPT FROM STATE INCOME TAX. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THERE WAS NO UNRELATED BUSINESS INCOME TAX RECORDED FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X X X 1 NEXT AFTER LLC 5810 TENNYSON PKWY 102 PLANO TX 75024 CONSULTING, SEE PART IV 0 0 183614 -183614 COMMUNITY COUNSELLING SERVICE 527 MADISON AVE NEW YORK NY 10022 CONSULTING, SEE PART IV 0 0 115832 -115832 299446 -299446 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC OCTOBER BREAKFAST 116775 19000 97775 5000 7334 902 3984 116775 19000 97775 5000 7334 902 3984 17220 80555 SCHEDULE G, PART I, LINE 2B, ACTIVITY: NEXT AFTER PROVIDES OPTIMIZATION AND TESTING SERVICES FOR CARINGBRIDGE.ORG, FOCUSED ON MARKETING, SITE AND FUNDRAISING IMPROVEMENTS. X X X X 0 0 0 0 0 0 0 0 0 TIA NEWCOMER CHIEF EXECUTIVE OFFICER 295000 0 75000 0 0 0 11250 0 14247 0 395497 0 0 0 MARK PRICE CHIEF DATA OFFICER 163337 0 20000 0 30769 0 5792 0 23641 0 243539 0 0 0 ELIZABETH OLSON CHIEF FINANCIAL OFFICER 185986 0 20000 0 0 0 6620 0 24738 0 237344 0 0 0 TOM BOOTH CHIEF PRODUCT OFFICER 205604 0 20000 0 0 0 6840 0 1146 0 233590 0 0 0 STEPHANIE SCHMID CHIEF REVENUE OFFICER 196389 0 6795 0 0 0 6504 0 15833 0 225521 0 0 0 MARK PHILLIPS VICE PRESIDENT OF TECHNOLOGY 195612 0 0 0 0 0 5850 0 1207 0 202669 0 0 0 JASON COLEMAN SOLUTION ARCHITECT 156646 0 0 0 0 0 5210 0 18527 0 180383 0 0 0 GREG DAHL LEAD SOFTWARE ENGINEER 146553 0 0 0 0 0 4877 0 26951 0 178381 0 0 0 RAMLA TIEWALA HASANALI DIRECTOR OF PRODUCT 169818 0 0 0 0 0 5178 0 1000 0 175996 0 0 0 ALIK LEWIS DIRECTOR OF DEV OPS 150929 0 0 0 0 0 4679 0 7183 0 162791 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATIONS EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, VICE CHAIR, THREE COMMITTEE CHAIRS AND IMMEDIATE PAST CHAIR. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OR DIRECTORS. WORKING CLOSELY WITH THE FULL BOARD, THE EXECUTIVE COMMITTEE OVERSEES FINANCIAL POSITION, OVERALL STRATEGIC DIRECTION, AND RESOURCE PLANNING/EVALUATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND A COMBINATION OF THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. THE FORM 990 WILL BE DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WHEN DRAFTING THE AGENDA FOR EACH BOARD OR COMMITTEE MEETING, THE CHAIR AND CARINGBRIDGE STAFF REVIEW THE AGENDA AND ANY POSSIBLE CONFLICTS OF INTEREST. THE BOARD OR COMMITTEE REVIEWS ANY POSSIBLE CONFLICTS, THEN DETERMINES IF THERE IS AN ACTUAL CONFLICT OF INTEREST. THE CONFLICTED DIRECTOR/EMPLOYEE IS NOT PERMITTED TO PARTICIPATE IN DECISION MAKING OR VOTE ON THE TRANSACTION IN QUESTION. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE REFLECTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES ALL OF THE FOLLOWING ELEMENTS: (1) COMPENSATION IS REVIEWED BY AND APPROVED BY THE EXECUTIVE COMMITTEE; (2) COMPENSATION IS REVIEWED ON AN ANNUAL BASIS AND APPROVED USING DATA OF COMPARABLE PAY FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS; (2) THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING COMP ARRANGEMENTS IN EMAILS AND/OR THE MEETING MINUTES. THIS PROCESS WAS LAST CONDUCTED IN SUMMER OF 2023 WITH A MARKET COMPENSATION REVIEW CONDUCTED BY AN INDEPENDENT CONSULTANT. THE PROCESS FOR MAKING COMPENSATION DECISIONS FOR OFFICERS AND KEY EMPLOYEES INCLUDES ALL OF THE FOLLOWING ELEMENTS: (1) COMP OF EACH INDIVIDUAL IS REVIEWED AND APPROVED BY THE CEO IN CONSULTATION WITH THE EXECUTIVE COMMITTEE WITH AND INFORM TO THE FULL BOARD OF DIRECTORS; (2) COMP OF EACH INDIVIDUAL IS REVIEWED ON AN ANNUAL BASIS AND APPROVED USING DATA OF COMPARABLE PAY FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THIS PROCESS OCCURS EACH YEAR IN JANUARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, CURRENT AND PAST YEARS' AUDITED FINANCIAL STATEMENTS AND FORMS 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G OUTSOURCING: PROGRAM SERVICE EXPENSES 141,322. MANAGEMENT AND GENERAL EXPENSES 29,143. FUNDRAISING EXPENSES 5,307. TOTAL EXPENSES 175,772. BUSINESS DEVELOPMENT: PROGRAM SERVICE EXPENSES 19,209. MANAGEMENT AND GENERAL EXPENSES 3,961. FUNDRAISING EXPENSES 721. TOTAL EXPENSES 23,891. RECRUITING: PROGRAM SERVICE EXPENSES 124,137. MANAGEMENT AND GENERAL EXPENSES 25,599. FUNDRAISING EXPENSES 4,662. TOTAL EXPENSES 154,398. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 5,840. MANAGEMENT AND GENERAL EXPENSES 1,204. FUNDRAISING EXPENSES 219. TOTAL EXPENSES 7,263. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 989,467. MANAGEMENT AND GENERAL EXPENSES 204,045. FUNDRAISING EXPENSES 37,158. TOTAL EXPENSES 1,230,670.