2023-05-11T18:37:07+00:00 2022-06-30 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2021-07-01 462302287 Tidepool Project TIDE 6503532352 555 Bryant Street 429 Palo Alto CA 94031 HOWARD LOOK PRESIDENT & CEO 2023-05-11 true HOWARD LOOK 999009999 STACY CULLEN P00974308 3012316200 2021 2023-04-26 12:10:37Z TIDEPOOL HOWARD LOOK 555 Bryant Street 429 Palo Alto CA 94031 6501837 false X WWW.TIDEPOOL.ORG X 2012 CA TIDEPOOL PROJECT IS A NON-PROFIT ORGANIZATION DEDICATED TO BUILDING AN OPEN SOFTWARE PLATFORM AND APPLICATIONS THAT WILL REDUCE THE BURDEN OF MANAGING DIABETES AND LEAD TO HEALTHIER OUTCOMES. 4 3 34 4 0 0 5606294 2164821 0 4335500 4878 1516 2446254 0 8057426 6501837 19530 0 0 0 5734421 5256519 0 0 280203 2022191 2317496 7776142 7574015 281284 -1072178 8802323 6642602 1261724 174181 7540599 6468421 TIDEPOOL PROJECT IS A NON-PROFIT ORGANIZATION DEDICATED TO BUILDING AN OPEN SOFTWARE PLATFORM AND APPLICATIONS THAT WILL REDUCE THE BURDEN OF MANAGING DIABETES AND LEAD TO HEALTHIER OUTCOMES. false false 6881449 4335500 TIDEPOOL PROJECT IS A NON-PROFIT ORGANIZATION DEDICATED TO BUILDING AN OPEN SOFTWARE PLATFORM AND APPLICATIONS THAT WILL REDUCE THE BURDEN OF MANAGING DIABETES AND LEAD TO HEALTHIER OUTCOMES. 6881449 true true false false false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 13 0 true 34 true false false false false false false false false X 4 3 false false false false false false false true true false false false true true true false true true true false CA X X HOWARD LOOK 6503532352 555 Bryant Street Suite 429 Palo Alto CA 94031 Howard Look PRESIDENT & FOUNDER 40.0 X X 206319 0 45115 Bryan Roberts Board Member 2.0 X 0 0 0 Chuck Slaughter Board Member 2.0 X 0 0 0 Lucia Savage Board Member (From 9/2021) 2.0 X 0 0 0 Saleh Adi Board Member (Until 12/2021) 2.0 X 0 0 0 Sarah Lucas Board Member (Until 12/2021) 2.0 X 0 0 0 Kurt Taylor General Counsel & Secretary 2.0 X 0 0 0 Brandon Arbiter VP, BUSINESS DEVELOPMENT 40.0 X 210263 0 30394 Janet Kramschuster VP, PEOPLE AND FINANCE 40.0 X 182140 0 3047 Peter Schwamb MOBILE DEVELOPMENT LEAD 40.0 X 212372 0 26037 Sabrina Goldman VP, Customer Support 40.0 X 208246 0 43909 Tapani Otala VP, ENGINEERING 40.0 X 208246 0 35331 1227586 0 183833 15 false true false Health Advances LLC 275 Grove Street Suite 1-300 Newton MA 02466 Commercialization Strategy Consultants 181980 Hamming Medical Technology Consulting Inc 19 W 24th Street New York NY 10010 Engineering Services 129235 CB Web Development 253 Sloss Court Newmarket Ontario CA L3X0G1 Engineering Services 129070 Todd Kazakov 14 Praga Street Varna BU Engineering Services 125920 Embedded Loop Ltd 1 Stephens Court Maratime Quarter Swansea UK SA11SA Engineering Services 123927 5 1005235 1159586 2164821 FEE FOR SERVICE 900099 4335500 4335500 0 0 0 0 4335500 1516 1516 0 0 0 0 0 0 0 0 0 6501837 4335500 0 1516 268774 222933 24047 21794 4265326 4033502 121611 110213 456166 378364 40813 36989 266253 220842 23822 21589 60265 49608 10657 112103 112103 483640 480404 3236 0 88157 88157 18378 18373 5 509208 509208 78 78 25049 20040 4258 751 923036 923036 70949 70949 EQUIPMENT 11512 11512 LICENSES AND FEES 6361 6361 PAYROLL PROCESSING FEES 8760 7266 784 710 0 0 0 0 7574015 6881449 412363 280203 2829576 1267138 1313 300000 0 0 0 83641 99940 164066 143221 45075 20845 0 0 5842718 4954679 0 0 8802323 6642602 231303 174181 0 1030421 0 1261724 174181 X 7540599 6468421 7540599 6468421 8802323 6642602 -1072178 0 X false true X true false X 1156245 6283468 1956569 6245494 2164821 17806597 740316 3430750 2679217 1797383 4335500 12983166 0 0 0 1896561 9714218 4635786 8042877 6500321 30789763 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 30789763 334 12117 34739 4878 1516 53584 0 334 12117 34739 4878 1516 53584 0 0 0 19 9671 0 9690 1896895 9726335 4670544 8057426 6501837 30853037 0.9979 0.6357 0 0.01 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - CREDIT CARD CASHBACK, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 9658.0, COLUMN E - , COLUMN F - 9658.0; DESCRIPTION - MISCELLANEOUS, COLUMN A - , COLUMN B - , COLUMN C - 19.0, COLUMN D - 13.0, COLUMN E - , COLUMN F - 32.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164066 143221 20845 20845 LOAN PAYABLE PAYROLL CLEARING CREDIT CARD PAYABLE WITHHOLDING PAYABLE ACCRUED LIABILITIES 0 X 6657317 155480 0 155480 6501837 0 0 6501837 7729495 155480 0 155480 7574015 0 0 7574015 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES, AND EVALUATES UNCERTAIN TAX POSITIONS THROUGH ITS REVIEW OF THE SOURCE OF REVENUE TO IDENTITY UNRELATED BUSINESS INCOME AND CERTAIN OTHER MATTERS, INCLUDING THOSE WHICH MAY AFFECT ITS TAX EXEMPT STATUS. MANAGEMENT DOES NOT BELIEVE IT HAS ANY UNRELATED BUSINESS TAXABLE INCOME THAT SHOULD HAVE BEEN REPORTED FOR TAX PURPOSES AND ESTIMATES RELATED TO INCOME TAX UNCERTAINTIES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. THE ORGANIZATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR YEARS ENDED JUNE 30, 2020 AND AFTER ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURNS (FORM 199) FOR THE YEARS ENDED JUNE 30, 2019 AND AFTER ARE ALSO SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS THEY ARE FILED. X X X X false false false false false false false false false Howard Look PRESIDENT & FOUNDER 206319 0 0 0 0 0 0 0 45115 0 251434 0 0 0 Peter Schwamb MOBILE DEVELOPMENT LEAD 212372 0 0 0 0 0 0 0 26037 0 238409 0 0 0 Brandon Arbiter VP, BUSINESS DEVELOPMENT 210263 0 0 0 0 0 0 0 30394 0 240657 0 0 0 Tapani Otala VP, ENGINEERING 208246 0 0 0 0 0 0 0 35331 0 243577 0 0 0 Sabrina Goldman VP, Customer Support 208246 0 0 0 0 0 0 0 43909 0 252155 0 0 0 Janet Kramschuster VP, PEOPLE AND FINANCE 182140 0 0 0 0 0 0 0 3047 0 185187 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ORGANIZATION'S CEO AND CFO BEFORE FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ENFORCEMENT OF CONFLICTS POLICY: TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAXEXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMIUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION WITHIN THE MEANING OF THE CODE. PROCEDURE FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, THEY SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION PROCESS FOR TOP OFFICIAL THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL SALARIES FOR SENIOR POSITIONS (CEO, VP ENGINEER, VP PRODUCT, ETC.) COMPARABLE SALARY DATA IS OBTAINED USING GUIDESTAR, PROPUBLICA AND RADFORD TECHNOLOGY SURVEY. Form 990, Part VI, Line 15b Process to establish compensation of other employees COMPENSATION PROCESS FOR OFFICERS THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL SALARIES FOR SENIOR POSITIONS (CEO, VP ENGINEER, VP PRODUCT, ETC.) COMPARABLE SALARY DATA IS OBTAINED USING GUIDESTAR, PROPUBLICA AND RADFORD TECHNOLOGY SURVEY. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON TIDEPOOL PROJECT'S WEBSITE AT HTTPS://TIDEPOOL.ORG/DOCUMENTS.