CARINGBRIDGE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARINGBRIDGE (EIN 42-1529394)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-18
- IRS object ID
- 202520779349300327
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-18T12:05:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421529394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CaringBridge | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARI | BusinessNameControlTxt |
| Phone | 6514527940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 American Blvd West 405 | AddressLine1Txt |
| City | Bloomington | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tia Newcomer | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6514527940 | PhoneNum |
| Signature | 2025-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Tia Newcomer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 American Blvd West 405 | AddressLine1Txt |
| City | Bloomington | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,721,584 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.caringbridge.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | To surround caregivers with support through every step of the health journey. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,422,686 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,423,330 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $70,953 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,568 | CYInvestmentIncomeAmt |
| PY Other Revenue | $351,686 | PYOtherRevenueAmt |
| CY Other Revenue | $202,275 | CYOtherRevenueAmt |
| PY Total Revenue | $12,845,325 | PYTotalRevenueAmt |
| CY Total Revenue | $10,712,173 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,767,829 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,268,931 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $213,332 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $145,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,217,330 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,770,202 | PYOtherExpensesAmt |
| CY Other Expenses | $5,195,066 | CYOtherExpensesAmt |
| PY Total Expenses | $11,751,363 | PYTotalExpensesAmt |
| CY Total Expenses | $11,608,997 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,093,962 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$896,824 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,535,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,379,299 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,169,490 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $914,010 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,365,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,465,289 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CaringBridge has 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,019,927 | ExpenseAmt |
| Desc | CaringBridge is a nonprofit health platform that surrounds family caregivers with support while they care for a loved one on a health journey. As a donor-supported nonprofit founded in 1997, the organization offers tools to share and document a health journey, simplify care coordination, and connect caregivers with a supportive community. CaringBridge addresses feelings of overwhelm, isolation, and loneliness by improving emotional health and social connectedness, helping people come together in support of healing. (Continued on Schedule O) In 2024, CaringBridge supported 44,246 pages, delivering hope and healing to caregivers and their loved ones they support on a health journey.2/3 of CaringBridge family caregivers receive a matched offer of support within 24 hours of their request.Approximately 52% of pages are started for a cancer health journey; the highest of any health condition is breast cancer (16%).75% of pages result in a positive outcome, from remission to recovery.Emotional and Social Support:1 million average comments and reactions per month600k average amp heart reactions per month360k comments per monthFinancial Support:7,000 average monthly contributions of financial support via Go Fund Me$874k dollars raised for patients per month via Go Fund MeIn 2024 CaringBridge had 134,043 donors and 158,718 gifts. | Desc |
| Total Program Service Expenses | $9,019,927 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tia Newcomer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6514527940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 American Blvd West 405 | AddressLine1Txt |
| City | Bloomington | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55431 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Scott Spiker | ||||||||
| Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sarah Krevans | ||||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Calvin Allen | ||||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Linda Ireland | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Soleil Boughton | ||||||||
| Director (Thru Aug) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sara Ratner | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Solome Tibebu | ||||||||
| Director (Thru Jun) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin O'Leary | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Paurvi Bhatt | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Molly Jungbauer | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jodi Hubler | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Adrian Slobin | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Cris Ross | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandy Chung | ||||||||
| Director (As of Sept) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Steve Margolis | ||||||||
| Director (As of Sept) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kristy Lindquist | ||||||||
| Director (As of Sept) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Annalee Lutgen | ||||||||
| Fractional CFO (As of Jan) | 20.00 | Yes (X) | $0 | $0 | $0 | |||
| Tia Newcomer | ||||||||
| CEO | 40.00 | Yes (X) | $366,621 | $0 | $30,225 | |||
| Elizabeth Olson | ||||||||
| CFO (Thru Feb) | 40.00 | Yes (X) | $29,009 | $0 | $7,552 | |||
| Tom Booth | ||||||||
| Chief Product Officer | 40.00 | $242,344 | $0 | $9,903 | Yes (X) | |||
| Stephanie Schmid | ||||||||
| Chief Growth Officer | 40.00 | $247,650 | $0 | $40,319 | Yes (X) | |||
| Mark Philips | ||||||||
| Vice President of Technology | 40.00 | $207,116 | $0 | $6,181 | Yes (X) | |||
| Ramla Tiewala | ||||||||
| Director of Product | 40.00 | $173,399 | $0 | $15,644 | Yes (X) | |||
| Konstantinos Dimitriou | ||||||||
| Director of Product | 40.00 | $152,755 | $0 | $41,612 | Yes (X) | |||
| Zishan Ahmed | ||||||||
| Senior Software Engineer | 40.00 | $150,923 | $0 | $11,025 | Yes (X) | |||
| Chenchu Chilamakuri | ||||||||
| Engineering Manager | 40.00 | $145,526 | $0 | $7,340 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,715,343 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $169,801 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Slalom | |||||
| PO Box 101416 | Pasadena | CA | 91189 | Technology Consulting | $888,484 |
| Brillect | |||||
| 3600 American Blvd W Ste 225 | Bloomington | MN | 55431 | Contract Services Finance & Accounting | $293,695 |
| Redpath Consulting Group | |||||
| 415 Mission Street 3rd Floor | San Francisco | CA | 94105 | SalesForce Consultant | $166,345 |
| Bened Software Services Inc | |||||
| 1200 W Walnut Hill Ln Ste 3800 | Irving | TX | 75038 | Contractor Services | $163,120 |
| NextAfter LLC | |||||
| 5810 Tennyson Parkway Ste 102 | Plano | TX | 75024 | Fundraising Services | $145,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,423,330 | AllOtherContributionsAmt |
| Total Contributions | $10,423,330 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,930 | TotalRevenueColumnAmt |
| Exclusion | $95,930 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,275 | TotalRevenueColumnAmt |
| Exclusion | $202,275 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,411 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$9,362 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,362 | TotalRevenueColumnAmt |
| Exclusion | -$9,362 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,712,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $288,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,693 | TotalAmt |
| Program Services | $615,363 | ProgramServicesAmt |
| Management And General | $105,026 | ManagementAndGeneralAmt |
| Fundraising | $254,304 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,424,864 | TotalAmt |
| Program Services | $3,839,307 | ProgramServicesAmt |
| Management And General | $239,661 | ManagementAndGeneralAmt |
| Fundraising | $345,896 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,333 | TotalAmt |
| Program Services | $114,336 | ProgramServicesAmt |
| Management And General | $7,224 | ManagementAndGeneralAmt |
| Fundraising | $10,773 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,188 | TotalAmt |
| Program Services | $293,644 | ProgramServicesAmt |
| Management And General | $18,641 | ManagementAndGeneralAmt |
| Fundraising | $29,903 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,853 | TotalAmt |
| Program Services | $326,493 | ProgramServicesAmt |
| Management And General | $24,948 | ManagementAndGeneralAmt |
| Fundraising | $43,412 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,558 | TotalAmt |
| Management And General | $84,558 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,164 | TotalAmt |
| Management And General | $33,164 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,000 | TotalAmt |
| Fundraising | $145,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,267,271 | TotalAmt |
| Program Services | $923,264 | ProgramServicesAmt |
| Management And General | $309,999 | ManagementAndGeneralAmt |
| Fundraising | $34,008 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,945 | TotalAmt |
| Program Services | $57,977 | ProgramServicesAmt |
| Management And General | $57,140 | ManagementAndGeneralAmt |
| Fundraising | $77,828 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,273,477 | TotalAmt |
| Program Services | $1,172,411 | ProgramServicesAmt |
| Management And General | $90,177 | ManagementAndGeneralAmt |
| Fundraising | $10,889 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,492 | TotalAmt |
| Program Services | $67,459 | ProgramServicesAmt |
| Management And General | $15,309 | ManagementAndGeneralAmt |
| Fundraising | $26,724 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,784 | TotalAmt |
| Program Services | $108,097 | ProgramServicesAmt |
| Management And General | $8,314 | ManagementAndGeneralAmt |
| Fundraising | $14,373 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,815 | TotalAmt |
| Program Services | $191,602 | ProgramServicesAmt |
| Management And General | $14,737 | ManagementAndGeneralAmt |
| Fundraising | $25,476 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,224 | TotalAmt |
| Program Services | $21,675 | ProgramServicesAmt |
| Management And General | $1,667 | ManagementAndGeneralAmt |
| Fundraising | $2,882 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Outreach Programs | $1,279,834 | $1,183,902 | $95,932 | |
| Donation CC Fees | $343,059 | $343,059 | ||
| Service Materials | $157,363 | $62,945 | $94,418 | |
| Licenses and Permits | $50,152 | $41,452 | $5,512 | $3,188 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,928 | TotalAmt |
| Management And General | $14,928 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,608,997 | TotalAmt |
| Program Services | $9,019,927 | ProgramServicesAmt |
| Management And General | $1,371,740 | ManagementAndGeneralAmt |
| Fundraising | $1,217,330 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,137,575 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,722 | BOYAmt |
| EOY | $1,653,846 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,138 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,487 | BOYAmt |
| EOY | $145,439 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,150 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,742 | BOYAmt |
| EOY | $133,422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,512,225 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $360,483 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,951 | BOYAmt |
| EOY | $1,151,742 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,443,666 | BOYAmt |
| EOY | $1,501,464 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,749 | BOYAmt |
| EOY | $293,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,535,180 | BOYAmt |
| EOY | $5,379,299 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,687 | BOYAmt |
| EOY | $612,612 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,803 | BOYAmt |
| EOY | $301,398 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,169,490 | BOYAmt |
| EOY | $914,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,505,659 | BOYAmt |
| EOY | $3,789,124 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,860,031 | BOYAmt |
| EOY | $676,165 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,365,690 | BOYAmt |
| EOY | $4,465,289 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,535,180 | BOYAmt |
| EOY | $5,379,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$896,824 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,577 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,217,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,677,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,925,035 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,422,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,423,330 | CurrentTaxYearAmt |
| Total | $55,665,169 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,217,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,677,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,925,035 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,422,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,423,330 | CurrentTaxYearAmt |
| Total | $55,665,169 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $358,896 | SubstantialContributorsTotAmt |
| Public Support Total170 | $55,306,273 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $204,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $264,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $254,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $298,205 | CurrentTaxYearAmt |
| Total | $1,354,638 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,501 | CurrentTaxYearMinus1YearAmt |
| Total | $35,389 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $57,055,196 | TotalSupportAmt |
| Public Support CY170 | 0.96930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Miscellaneous Revenue - 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $230,260 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,756 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $237,016 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $224,596 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,664 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $230,260 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $222,844 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,752 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $224,596 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $222,398 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $446 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $222,844 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $219,469 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,929 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $222,398 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84380 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15620 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,396 | DepreciationAmt |
| Book Value | $10,762 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,375,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $234,087 | DepreciationAmt |
| Book Value | $1,140,980 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,151,742 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Security Deposit | $20,426 |
| Right of Use Asset | $272,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $293,386 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liability | Desc |
| Amt | $301,398 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $301,398 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,115,522 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,577 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $406,926 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $403,349 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,712,173 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,712,173 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,015,923 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $406,926 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $406,926 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,608,997 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,608,997 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The purpose of the endowment funds 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 Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Next After LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5810 Tennyson Parkway Ste 012 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Consulting for fundraising optimization services | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $145,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $145,000 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tia Newcomer | ||||||||||||||
| CEO | $326,621 | $0 | $40,000 | $0 | $0 | $0 | $10,375 | $0 | $20,210 | $0 | $397,206 | $0 | $0 | $0 |
| Stephanie Schmid | ||||||||||||||
| Chief Growth Officer | $217,292 | $0 | $30,358 | $0 | $0 | $0 | $7,336 | $0 | $33,344 | $0 | $288,330 | $0 | $0 | $0 |
| Tom Booth | ||||||||||||||
| Chief Product Officer | $215,668 | $0 | $26,676 | $0 | $0 | $0 | $6,842 | $0 | $3,347 | $0 | $252,533 | $0 | $0 | $0 |
| Mark Philips | ||||||||||||||
| Vice President of Technology | $207,116 | $0 | $0 | $0 | $0 | $0 | $5,562 | $0 | $964 | $0 | $213,642 | $0 | $0 | $0 |
| Konstantinos Dimitriou | ||||||||||||||
| Director of Product | $152,755 | $0 | $0 | $0 | $0 | $0 | $4,564 | $0 | $37,048 | $0 | $194,367 | $0 | $0 | $0 |
| Ramla Tiewala | ||||||||||||||
| Director of Product | $173,399 | $0 | $0 | $0 | $0 | $0 | $4,923 | $0 | $11,048 | $0 | $189,370 | $0 | $0 | $0 |
| Zishan Ahmed | ||||||||||||||
| Senior Software Engineer | $150,923 | $0 | $0 | $0 | $0 | $0 | $4,216 | $0 | $7,096 | $0 | $162,235 | $0 | $0 | $0 |
| Chenchu Chilamakuri | ||||||||||||||
| Engineering Manager | $145,526 | $0 | $0 | $0 | $0 | $0 | $4,110 | $0 | $3,511 | $0 | $153,147 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | Executive Committee: At a minimum, the three officers serve as the members of the executive committee. Other members include the chairs of each committee and the chair emeritus. Except for the power to amend the Articles of Incorporation and Bylaws, the executive committee shall have all the powers and authority of the board of directors in the intervals between meetings of the board of directors when a board quorum is not available, or timing is critical. The executive committee is chaired by the board Chair. |
| Form 990, Part VI, Section A, line 3 | The organization engaged Brillect to provide contract finance and accounting services. Annalee Lutgen, an employee of Brillect, provided fractional CFO services in the amount of $180,338. |
| 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 and approved by the Caringbridge executive committee; (2) Compensation is reviewed and approved on an annual basis using data of comparable pay for similarly qualified persons in functionally comparable positions at similarly situated organizations; (3) There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding compensation arrangements in emails and/or the meeting minutes. This process was last conducted during the 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) Compensation of each individual is reviewed and approved by the CEO in consultation with the executive committee, and provided to the full board of directors; (2) Compensation of each individual is reviewed and approved on an annual basis using data of comparable pay for similarly qualified persons in functionally comparable positions at similarly situated organizations. This process occurs annually 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 | Professional Fees: Program service expenses 106,068. Management and general expenses 8,158. Fundraising expenses 30,215. Total expenses 144,441. Contracted Services: Program service expenses 817,196. Management and general expenses 301,841. Fundraising expenses 3,793. Total expenses 1,122,830. |
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