2025-03-18T12:05:45-05:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-01-01 421529394 CaringBridge CARI 6514527940 3600 American Blvd West 405 Bloomington MN 55431 Tia Newcomer CEO 6514527940 2025-03-17 1 1 Deb Nelson CPA P01264758 6122536500 2025-03-16 2024 2025-03-06 01:10:19Z Tia Newcomer 3600 American Blvd West 405 Bloomington MN 55431 10721584 0 X www.caringbridge.org X 2002 MN To surround caregivers with support through every step of the health journey. 14 14 59 20 0 0 12422686 10423330 0 0 70953 86568 351686 202275 12845325 10712173 0 0 0 0 6767829 6268931 213332 145000 1217330 4770202 5195066 11751363 11608997 1093962 -896824 6535180 5379299 1169490 914010 5365690 4465289 X 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. 0 0 9019927 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. 9019927 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 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 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS ME MD MA MI MN MS NH NV NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV X X Tia Newcomer 6514527940 3600 American Blvd West 405 Bloomington MN 55431 Scott Spiker Chair 2.00 X X 0 0 0 Sarah Krevans Vice Chair 2.00 X X 0 0 0 Calvin Allen Treasurer 2.00 X X 0 0 0 Linda Ireland Director 2.00 X 0 0 0 Soleil Boughton Director (Thru Aug) 2.00 X 0 0 0 Sara Ratner Director 2.00 X 0 0 0 Solome Tibebu Director (Thru Jun) 2.00 X 0 0 0 Kevin O'Leary Director 2.00 X 0 0 0 Paurvi Bhatt Director 2.00 X 0 0 0 Molly Jungbauer Director 2.00 X 0 0 0 Jodi Hubler Director 2.00 X 0 0 0 Adrian Slobin Director 2.00 X 0 0 0 Cris Ross Director 2.00 X 0 0 0 Sandy Chung Director (As of Sept) 2.00 X 0 0 0 Steve Margolis Director (As of Sept) 2.00 X 0 0 0 Kristy Lindquist Director (As of Sept) 2.00 X 0 0 0 Annalee Lutgen Fractional CFO (As of Jan) 20.00 X 0 0 0 Tia Newcomer CEO 40.00 X 366621 0 30225 Elizabeth Olson CFO (Thru Feb) 40.00 X 29009 0 7552 Tom Booth Chief Product Officer 40.00 X 242344 0 9903 Stephanie Schmid Chief Growth Officer 40.00 X 247650 0 40319 Mark Philips Vice President of Technology 40.00 X 207116 0 6181 Ramla Tiewala Director of Product 40.00 X 173399 0 15644 Konstantinos Dimitriou Director of Product 40.00 X 152755 0 41612 Zishan Ahmed Senior Software Engineer 40.00 X 150923 0 11025 Chenchu Chilamakuri Engineering Manager 40.00 X 145526 0 7340 1715343 0 169801 21 0 1 0 Slalom PO Box 101416 Pasadena CA 91189 Technology Consulting 888484 Brillect 3600 American Blvd W Ste 225 Bloomington MN 55431 Contract Services Finance & Accounting 293695 Redpath Consulting Group 415 Mission Street 3rd Floor San Francisco CA 94105 SalesForce Consultant 166345 Bened Software Services Inc 1200 W Walnut Hill Ln Ste 3800 Irving TX 75038 Contractor Services 163120 NextAfter LLC 5810 Tennyson Parkway Ste 102 Plano TX 75024 Fundraising Services 145000 5 10423330 10423330 95930 95930 202275 202275 49 9411 -9362 -9362 -9362 10712173 0 0 288843 X 974693 615363 105026 254304 4424864 3839307 239661 345896 132333 114336 7224 10773 342188 293644 18641 29903 394853 326493 24948 43412 84558 84558 33164 33164 145000 145000 1267271 923264 309999 34008 192945 57977 57140 77828 1273477 1172411 90177 10889 109492 67459 15309 26724 130784 108097 8314 14373 231815 191602 14737 25476 26224 21675 1667 2882 Outreach Programs 1279834 1183902 95932 Donation CC Fees 343059 343059 Service Materials 157363 62945 94418 Licenses and Permits 50152 41452 3188 5512 14928 14928 11608997 9019927 1371740 1217330 2137575 582722 1653846 954138 500000 152487 145439 13150 175742 133422 1512225 360483 722951 1151742 1443666 1501464 352749 293386 6535180 5379299 812687 612612 356803 301398 1169490 914010 X 3505659 3789124 1860031 676165 5365690 4465289 6535180 5379299 -896824 -3577 0 X 0 1 X 1 0 X 11217035 10677083 10925035 12422686 10423330 55665169 11217035 10677083 10925035 12422686 10423330 55665169 358896 55306273 204645 264487 254818 332483 298205 1354638 4217 6332 15339 9501 35389 57055196 0.96930 0.96980 X Schedule A, Part II, Line 10, Explanation of Other Income: 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. 230260 6756 237016 224596 5664 230260 222844 1752 224596 222398 446 222844 219469 2929 222398 0.00000 0.84380 0.15620 0 0 137158 126396 10762 1375067 234087 1140980 1151742 Security Deposit 20426 Right of Use Asset 272960 293386 Lease Liability 301398 301398 X 11115522 -3577 406926 403349 10712173 0 10712173 12015923 406926 406926 11608997 0 11608997 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. X X X X X 1 Next After LLC 5810 Tennyson Parkway Ste 012 Plano TX 75024 Consulting for fundraising optimization services 0 0 145000 0 145000 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV X X X 0 0 0 0 0 0 0 0 0 Tia Newcomer CEO 326621 0 40000 0 0 0 10375 0 20210 0 397206 0 0 0 Stephanie Schmid Chief Growth Officer 217292 0 30358 0 0 0 7336 0 33344 0 288330 0 0 0 Tom Booth Chief Product Officer 215668 0 26676 0 0 0 6842 0 3347 0 252533 0 0 0 Mark Philips Vice President of Technology 207116 0 0 0 0 0 5562 0 964 0 213642 0 0 0 Konstantinos Dimitriou Director of Product 152755 0 0 0 0 0 4564 0 37048 0 194367 0 0 0 Ramla Tiewala Director of Product 173399 0 0 0 0 0 4923 0 11048 0 189370 0 0 0 Zishan Ahmed Senior Software Engineer 150923 0 0 0 0 0 4216 0 7096 0 162235 0 0 0 Chenchu Chilamakuri Engineering Manager 145526 0 0 0 0 0 4110 0 3511 0 153147 0 0 0 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.