2026-05-28T09:05:12-05:00 2025-09-30 350921680 CROWE LLP 2200 ROSS AVENUE SUITE 4200E DALLAS TX 75201 990 2024-10-01 873874220 BLUE CIRCLE HEALTH INC BLUE 8884044813 56 BROAD ST STE 14281 BOSTON MA 02109 ROBIN JENSEN CHIEF OPERATING OFFICER 8884044813 2026-05-26 1 1 LORI A MCLAUGHLIN P01231707 2147775200 2024 2025-03-06 01:10:19Z X ROBIN JENSEN 56 BROAD ST STE 14281 BOSTON MA 02109 8477 0 X WWW.BLUECIRCLEHEALTH.ORG X 2021 MA BLUE CIRCLE HEALTH'S MISSION IS TO LEARN THE BEST WAYS TO IMPROVE THE HEALTH OF PEOPLE WITH T1D; TO APPLY THOSE LEARNINGS TO CARE FOR AND EMPOWER AS MANY AS POSSIBLE; AND TO SHARE THOSE LEARNINGS WIDELY AND TO IMPROVE CARE EVERYWHERE. 4 3 50 5 0 0 0 7074 0 0 1089 1403 0 0 1089 8477 700000 5089805 0 0 6584553 4855031 0 0 39998 2200351 1592917 9484904 11537753 -9483815 -11529276 15559369 3987500 553010 510417 15006359 3477083 X TO LEARN THE BEST WAYS TO IMPROVE THE HEALTH OF PEOPLE WITH T1D; TO APPLY THOSE LEARNINGS TO CARE FOR AND EMPOWER AS MANY AS POSSIBLE; AND TO SHARE THOSE LEARNINGS WIDELY AND TO IMPROVE CARE EVERYWHERE. 0 0 9916220 5089805 BLUE CIRCLE HEALTH IS A 501(C)(3) NONPROFIT ORGANIZATION THAT PROVIDES FREE VIRTUAL CLINICAL CARE, EDUCATION, AND SUPPORT FOR ADULTS WITH TYPE 1 DIABETES. BEYOND DIRECT CARE, BLUE CIRCLE HEALTH PARTNERS WITH CLINICIANS TO LEARN, DEMONSTRATE, AND SHARE SCALABLE MODELS THAT CLOSE CARE GAPS, PROVING THAT MORE EQUITABLE, EFFECTIVE T1D CARE IS POSSIBLE NATIONWIDE. DESIGNED BASED ON NEED RATHER THAN TRADITIONAL REIMBURSEMENT RULES, THE ORGANIZATION'S WHOLE-PERSON MODEL CAN INCLUDE ENDOCRINOLOGY CARE, DIABETES EDUCATION, INSURANCE NAVIGATION, PEER SUPPORT, DIABETES SUPPORTIVE COUNSELING, ASSISTANCE PAYING FOR T1D MEDICATION AND SUPPLIES, AND REFERRALS TO COMMUNITY RESOURCES THAT CAN HELP WITH ACCESS TO HOUSING, EMPLOYMENT AND FOOD. AS OF SEPTEMBER 2025 THE PROGRAM, WHICH TYPICALLY LASTS 6 MONTHS, WAS AVAILABLE IN 11 STATES TO ADULTS AGED 18+ WHO SPEAK ENGLISH OR SPANISH. 9916220 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 15 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ CO DE DC FL HI IA LA ME MA MI MS MO NH NM ND OH SC SD UT VT WA X PAIGE GALLO 8884044813 56 BROAD ST STE 14281 BOSTON MA 02109 DR SCOTT KAHN DIRECTOR, CHAIRMAN (UNTIL 1/2025) 1.00 2.00 X X 0 0 0 DR GEORGIA AGIOSTRATIDOU DIRECTOR, SECRETARY 1.00 2.00 X X 0 0 0 DR LEONARD D'AVOLIO DIRECTOR, CHIEF EXECUTIVE OFFICER 28.00 12.00 X X 431225 0 47089 BRUCE BRAUGHTON DIRECTOR, CFO; CHAIRMAN (FROM 1/2025) 1.00 2.00 X X 0 0 0 DR SEAN OSER DIRECTOR 1.00 2.00 X 0 0 0 ROBIN JENSEN CHIEF OPERATING OFFICER 32.00 8.00 X 308639 0 35969 LINDA PILLA ESQ CHIEF COMPLIANCE AND PRIVACY OFFICER 1.00 2.00 X 3900 0 0 BENJAMIN THOMAS CHIEF INFORMATION SECURITY 2.00 2.00 X 38880 0 0 THIEN NGUYEN VP IS 40.00 X 247943 0 42126 LILLIAN HUGHES VP ADMINISTRATION 40.00 X 229769 0 9921 PAIGE GALLO VP FINANCE 40.00 X 228188 0 42964 MEGAN BUHLER VP CLINICAL OPERATIONS 40.00 X 191019 0 8210 DR MONICA GOMBERG VP CLINICAL CARE 40.00 X 282293 0 43103 MAGDI ODEH DIRECTOR OF IT 40.00 X 267485 0 8636 RYAN J ERATO SOFTWARE ENGINEER 40.00 X 180464 0 29637 JONATHAN FULLER DIRECTOR OF STRATEGIC INITIATIVES 40.00 X 182861 0 7998 JEROME J KARAGANIS SOFTWARE ENGINEERING MANAGER 40.00 X 179587 0 41147 KALESE HOUSE SENIOR MANAGER PROGRAMS 40.00 X 176667 0 19102 2948920 0 335902 23 0 1 0 EPSTEIN BECKER & GREEN PC 875 3RD AVENUE NEW YORK NY 10022 LEGAL SERVICES 297613 BRITE DART LLC 3 CIRCLE ROAD DARIEN CT 06820 COMMUNICATIONS CONSULTING SERVICES 201288 AMAZON WEB SERVICES INC 410 TERRY AVE NORTH SEATTLE WA 98109 WEB SERVICE PROVIDER 164800 UF FLORIDA CLINICAL PRACTICE ASSOCIATIO PO BOX 100296 GAINESVILLE FL 32610 PROFESSIONAL CLINICAL SERVICES 163864 WELKIN HEALTH INC 548 MARKET ST PMB 75357 SAN FRANCISCO CA 94104 HEALTH INFORMATION TECHNOLOGY SERVICES 140000 5 7074 7074 1403 1403 8477 0 0 1403 5089805 5089805 2191237 1700191 483317 7729 2042843 1585052 450585 7206 111667 86643 24630 394 135659 105258 29922 479 373625 289897 82410 1318 312586 198508 92617 21461 95994 95994 269620 187838 81782 105773 100436 5337 109140 88997 19632 511 288826 239564 48487 775 171721 92137 79584 28288 3583 24705 89687 63678 26009 PROF. DEVELOPMENT 51547 22123 29424 MEDICAL SUPPLIES 40349 40349 DUES & SUBSCRIPTIONS 10344 3119 7100 125 19042 19042 11537753 9916220 1581535 39998 2052204 1100512 4801850 2303252 8446730 427274 8995 7315 186031 109935 57884 26932 5675 12280 15559369 3987500 553010 510417 553010 510417 X 1013486 -45983 13992873 3523066 15006359 3477083 15559369 3987500 -11529276 0 X 0 1 X 1 0 X 45430130 75000 0 7074 45512204 45430130 75000 7074 45512204 44519821 992383 218 553 1089 1403 3263 45515467 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: BLUE CIRCLE HEALTH IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. DURING 2024, CYFT DID NOT GENERATE ANY REVENUE AND, AS A RESULT, NO CURRENT INCOME TAX EXPENSE HAS BEEN RECOGNIZED. FURTHERMORE, CYFT WAS DISSOLVED DURING IN 2024. CONSEQUENTLY, ALL PREVIOUSLY RECOGNIZED DEFERRED TAX ASSETS AND LIABILITIES HAVE BEEN DERECOGNIZED, AND NO FURTHER PROVISION FOR DEFERRED INCOME TAXES IS NECESSARY. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE APPLICABLE FORMS 990 HAVE NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE SINCE ITS INCEPTION. BLUE CIRCLE HEALTH DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. BLUE CIRCLE HEALTH RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. BLUE CIRCLE HEALTH DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES ON SEPTEMBER 30, 2025, AND 2024. 1 BLUE CIRCLE CHARITABLE FOUNDATION 56 BROAD ST STE 45003 BOSTON MA 02109 993225683 501(C)(3) 500000 0 GENERAL SUPPORT BLUE CIRCLE HEALTH CLINICAL 56 BROAD ST STE 14281 BOSTON MA 02109 993250536 501(C)(3) 4589805 0 GENERAL SUPPORT 2 0 PART I, LINE 2: BLUE CIRCLE CHARITABLE FOUNDATION (FOUNDATION) AND BLUE CIRCLE HEALTH CLINICAL (CLINICAL) ARE SUPPORTING ORGANIZATIONS OF BLUE CIRCLE HEALTH, INC. (BCH). THE FOUNDATION AND CLINICAL PROVIDES BCH WITH FINANCIAL STATEMENTS ON THE USE OF THE FUNDS AND PRESENTS ITS ANNUAL BUDGET TO THE BCH. X X 0 0 0 0 0 0 0 0 0 DR LEONARD D'AVOLIO DIRECTOR, CHIEF EXECUTIVE OFFICER 431225 0 0 0 0 0 13377 0 33712 0 478314 0 0 0 ROBIN JENSEN CHIEF OPERATING OFFICER 308639 0 0 0 0 0 12462 0 23507 0 344608 0 0 0 DR MONICA GOMBERG VP CLINICAL CARE 282293 0 0 0 0 0 9391 0 33712 0 325396 0 0 0 THIEN NGUYEN VP IS 247943 0 0 0 0 0 8414 0 33712 0 290069 0 0 0 MAGDI ODEH DIRECTOR OF IT 267485 0 0 0 0 0 7998 0 638 0 276121 0 0 0 PAIGE GALLO VP FINANCE 228188 0 0 0 0 0 9320 0 33644 0 271152 0 0 0 LILLIAN HUGHES VP ADMINISTRATION 229769 0 0 0 0 0 8082 0 1839 0 239690 0 0 0 JEROME J KARAGANIS SOFTWARE ENGINEERING MANAGER 179587 0 0 0 0 0 7477 0 33670 0 220734 0 0 0 RYAN J ERATO SOFTWARE ENGINEER 180464 0 0 0 0 0 7397 0 22240 0 210101 0 0 0 MEGAN BUHLER VP CLINICAL OPERATIONS 191019 0 0 0 0 0 7581 0 629 0 199229 0 0 0 KALESE HOUSE SENIOR MANAGER PROGRAMS 176667 0 0 0 0 0 7094 0 12008 0 195769 0 0 0 JONATHAN FULLER DIRECTOR OF STRATEGIC INITIATIVES 182861 0 0 0 0 0 7254 0 744 0 190859 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO ACTIVE COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND SUPPLEMENTAL SCHEDULES ARE PREPARED AND REVIEWED BY AN EXTERNAL ACCOUNTING FIRM. IT IS THEN REVIEWED INTERNALLY BY MANAGEMENT. A COMPLETE COPY OF THE FORM IS PROVIDED TO ALL DIRECTORS AND THEY ARE REQUESTED TO REVIEW AND SUBMIT ANY QUESTIONS OR COMMENTS THEY MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD ANNUALLY REVIEWS THE SURVEYS TO MONITOR FOR ANY POTENTIAL CONFLICTS. ADDITIONALLY, EMPLOYEE POLICIES ADDRESS OUTSIDE EMPLOYMENT ARRANGEMENTS AND EMPLOYMENT OF RELATIVES TO AID IN IDENTIFYING POTENTIAL RELATED PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS DETERMINED USING COMPARABILITY DATA AND WAS INDEPENDENTLY REVIEWED BY A THIRD PARTY IN AUGUST 2023. COMPENSATION IS THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED USING COMPARABILITY DATA. THE HIGHEST PAID EXECUTIVES' COMPENSATION WAS INDEPENDENTLY REVIEWED BY A THIRD PARTY IN AUGUST 2023. FORM 990, PART VI, SECTION C, LINE 19 AS REQUIRED BY THE IRS, THE ORGANIZATION MAKES ITS FORMS 990 AND 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. BLUE CIRCLE CHARITABLE FOUNDATION INC 56 BROAD ST STE 45003 BOSTON MA 02109 993225683 HEALTHCARE/TECHNOLOGY DE 501(C)(3) LINE 12A, I BLUE CIRCLE HEALTH INC 1 BLUE CIRCLE HEALTH CLINICAL INC 56 BROAD ST STE 14281 BOSTON MA 02109 993250536 HEALTHCARE/TECHNOLOGY DE 501(C)(3) LINE 12A, I BLUE CIRCLE HEALTH INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 BLUE CIRCLE CHARITABLE FOUNDATION B 500000 FMV BLUE CIRCLE HEALTH CLINICAL B 4589805 FMV BLUE CIRCLE CHARITABLE FOUNDATION O 211683 FMV BLUE CIRCLE HEALTH CLINICAL O 2855670 FMV BLUE CIRCLE HEALTH CLINICAL Q 362641 FMV