2023-05-02T13:57:05-05:00 2022-12-31 390859910 BAKER TILLY US LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2022-01-01 421529394 CARINGBRIDGE CARI 6514527940 2750 BLUE WATER ROAD 275 EAGAN MN 55121 TIA NEWCOMER CHIEF EXECUTIVE OFFICER 6514527940 2023-04-14 1 TIA NEWCOMER XXX-XX-XXXX 0 KAREN A GRIES P00078514 6128764500 2023-04-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIA NEWCOMER 2750 BLUE WATER ROAD 275 EAGAN MN 55121 11195292 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. 16 15 61 40 0 0 10677083 10925035 0 0 17186 13403 253708 256854 10947977 11195292 0 0 0 0 6643707 5989591 97500 263430 1276386 4192667 5420841 10933874 11673862 14103 -478570 5186201 4789719 411967 526227 4774234 4263492 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 8839493 CARINGBRIDGE (THE ORGANIZATION) IS A GLOBAL NONPROFIT SOCIAL NETWORK DEDICATED TO HELPING FAMILY AND FRIENDS COMMUNICATE WITH AND SUPPORT LOVED ONES DURING A HEALTH JOURNEY. THANKS TO OUR COMPASSIONATE DONORS, ANYONE, ANYWHERE CAN CREATE A FREE PERSONAL WEBSITE TO EASILY SHARE UPDATES AND RECEIVE THE LOVE AND STRENGTH THEY NEED FROM THEIR COMMUNITY DURING AN ILLNESS OR INJURY. A FREE PERSONAL WEBSITE CAN BE STARTED AT ANY TIME TO SHARE IMPORTANT INFORMATION QUICKLY DURING ANY TYPE OF HEALTH CRISIS. BENEFITS OF USE: ONE PLACE TO DO IT ALL: A FREE CARINGBRIDGE WEBSITE HAS ALL THE TOOLS NEEDED TO KEEP FAMILY AND FRIENDS UPDATED DURING A DIFFICULT TIME. BECAUSE CARINGBRIDGE IS A NONPROFIT, WE PUT OUR USERS' NEEDS FIRST. THROUGH A CARINGBRIDGE WEBSITE USERS CAN: SHARE NEWS AND UPDATES WITH EVERYONE AT THE SAME TIME, COMMUNICATE IN A PRIVATE, AD-FREE PLACE, ACTIVATE FRIENDS AND FAMILY AND COORDINATE HELP, AND RECEIVE EMOTIONAL STRENGTH AND SUPPORT.SAVE TIME AND REDUCE STRESS: A HEALTH CRISIS THROWS EVERYTHING INTO CHAOS. BECAUSE FAMILY AND FRIENDS CARE, QUESTIONS AND PHONE CALLS WON'T STOP AND STUFF BEGINS TO PILE UP. A CARINGBRIDGE WEBSITE GIVES PEOPLE ONE CENTRALIZED, PRIVATE PLACE TO SHARE HEALTH UPDATES AND REQUEST THE HELP THAT MAY BE NEEDED.DEDICATED TO HEALTH: A PERSONAL CARINGBRIDGE WEBSITE IS A PLACE TO SHARE HEALTH UPDATES, PHOTOS AND VIDEOS WITH THE PEOPLE WHO CARE ABOUT A LOVED ONE'S HEALTH JOURNEY. PRIVATE, PROTECTED AND AD-FREE: OUR USERS ARE IN CONTROL OF THEIR PRIVACY SETTINGS, SO ANY GIVEN WEBSITE IS AS PRIVATE OR PUBLIC AS THE AUTHOR/USER WANTS IT TO BE. PERSONAL DATA IS NEVER SOLD, AND THERE IS NO OUTSIDE ADVERTISING, SO THE FOCUS IS ALWAYS ON THE HEALTH JOURNEY, NOT THE LATEST ADVERTISEMENT. COORDINATE HELP: FAMILY AND FRIENDS WANT TO KNOW HOW THEY CAN HELP. THIS IS THE PLACE TO TELL THEM. LET THEM KNOW WHAT IS NEEDED, WHEN VISITORS ARE WELCOME, HOSPITAL OR FACILITY INFORMATION AND HOW TO CONTACT THE AFFECTED PEOPLE. CARINGBRIDGE WEBSITES CAN BE LINKED WITH POPULAR TOOLS SUCH AS PERSONAL FUNDRAISERS OR CALENDARS. SINCE JUNE 7, 1997, NEARLY 950,000 CARINGBRIDGE WEBSITES HAVE BEEN CREATED. COMBINED, THEY HAVE RECEIVED 2.545 BILLION VISITS. TODAY, A NEW CARINGBRIDGE WEBSITE IS CREATED EVERY 12 MINUTES FOR SOMEONE EXPERIENCING A HEALTH CRISIS. 8839493 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 29 0 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 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 ELIZABETH OLSON 6517892308 2750 BLUE WATER ROAD SUITE 275 EAGAN MN 55121 JODI HUBLER CHAIR 2.00 X X 0 0 0 SCOTT SPIKER VICE CHAIR 2.00 X X 0 0 0 MOLLY JUNGBAUER TREASURER 2.00 X X 0 0 0 DR SHARON BERRY 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 JIM CUENE DIRECTOR 2.00 X 0 0 0 DEBORAH DACCORD DIRECTOR 2.00 X 0 0 0 ARCHELLE GEORGIOU DIRECTOR 2.00 X 0 0 0 LINDA IRELAND DIRECTOR 2.00 X 0 0 0 SARAH KREVANS 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 BRUCE SMITH DIRECTOR 2.00 X 0 0 0 ADRIAN SLOBIN DIRECTOR 2.00 X 0 0 0 PETE SOMMERNESS 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 TIA NEWCOMER CHIEF EXECUTIVE OFFICER 40.00 X 322046 0 23410 ELIZABETH OLSON CHIEF FINANCIAL OFFICER 40.00 X 194366 0 29070 TOM BOOTH CHIEF PRODUCT OFFICER 40.00 X 196685 0 6358 MARK PRICE CHIEF DATA OFFICER 40.00 X 188177 0 28803 MEGAN BONIFAS VICE PRESIDENT OF PRODUCT 40.00 X 126081 0 15767 JASON COLEMAN PRINCIPAL ARCHITECT 40.00 X 152968 0 22466 GREG DAHL LEAD SOFTWARE ENGINEER 40.00 X 155696 0 22118 MICHELLE GARRITY PRODUCT MANAGER 40.00 X 128236 0 13727 AMANDA MARK CHIEF DEVELOPMENT OFFICER 40.00 X 126952 0 4667 1591207 0 166386 19 0 1 0 WISE IT CONSULTING INC 10780 201ST AVE NW ELK RIVER MN 55330 TECHNOLOGY STAFFING AND CONSULTING 365960 AMAZON WEB SERVICES 410 TERRY AVENUE NORTH SEATTLE WA 981095210 TECHNOLOGY HOSTING 347883 CHARTER SOLUTIONS 3033 CAMPUS DR PLYMOUTH MN 55441 TECHNOLOGY CONSULTING 288600 THE HOLDINGCOMPANY LAB LLC 444 SPEAR STREET STE 213 SAN FRANCISCO CA 94105 USER EXPERIENCE/PRODUCT CONSULTING 280500 BENED SOFTWARE SERVICES INV 1200 W WALNUT HILL LN STE 3800 IRVING TX 75038 TECHNOLOGY CONSULTING 183480 15 10925035 10925035 13303 13303 241515 241515 100 0 100 100 100 CC POINT REDEMPTION 541800 9750 9750 OTHER INCOME 900099 5589 5589 15339 11195292 0 0 270257 X 988917 764900 126322 97695 4118316 3190881 519850 407585 130115 98861 18639 12615 401807 305292 57559 38956 350436 266260 50200 33976 32270 915 31355 18000 18000 263430 263430 2390481 2097965 228046 64470 1197576 1181210 16366 219439 53359 11400 154680 741976 636845 52458 52673 214842 171836 21057 21949 30588 5257 22882 2449 13521 11593 944 984 30618 24489 3001 3128 CREDIT CARD FEES 354547 354547 SERVICE MATERIALS 126191 23438 24 102729 LICENSES AND PERMITS 28362 5118 21028 2216 MISCELLANEOUS 22430 1274 20671 485 11673862 8839493 1557983 1276386 2489463 1696288 1056115 1389566 48998 170784 5589 8112 121185 105811 3443846 3440966 16401 2880 1433150 1400978 15300 15300 5186201 4789719 405980 526227 5987 0 411967 526227 X 4551390 3960521 222844 302971 4774234 4263492 5186201 4789719 -478570 -32172 0 X 0 1 X 1 0 X 7818052 9523579 11217035 10677083 10925035 50160784 7818052 9523579 11217035 10677083 10925035 50160784 50160784 235617 220451 204645 264487 254818 1180018 1024 1024 5076 530 4217 6332 15339 31494 51373320 0.97640 0.97520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 5,076. 2019 AMOUNT: $ 530. 2020 AMOUNT: $ 4,217. 2021 AMOUNT: $ 6,332. 2022 AMOUNT: $ 5,589. CC POINT REDEMPTION - 2022 AMOUNT: $ 9,750. 222844 1752 224596 222398 446 222844 219469 2929 222398 212257 7212 219469 209544 2713 212257 0.00000 0.89000 0.11000 0 0 423458 420578 2880 363275 363275 0 2657113 2657113 0 2880 X 11686033 -32172 522913 490741 11195292 0 11195292 12196775 522913 522913 11673862 0 11673862 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, 2022 AND 2021. 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, 2022 AND 2021. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X 1 NEXT AFTER LLC 5810 TENNYSON PKWY 102 PLANO TX 75024 CONSULTING, SEE PART IV 0 0 172930 -172930 COMMUNITY COUNSELLING SERVICE 527 MADISON AVE NEW YORK NY 10022 CONSULTING, SEE PART IV 0 0 165980 -165980 338910 -338910 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 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 295796 0 26250 0 0 0 9787 0 13623 0 345456 0 0 0 ELIZABETH OLSON CHIEF FINANCIAL OFFICER 186866 0 7500 0 0 0 6245 0 22825 0 223436 0 0 0 MARK PRICE CHIEF DATA OFFICER 188177 0 0 0 0 0 6000 0 22803 0 216980 0 0 0 TOM BOOTH CHIEF PRODUCT OFFICER 196685 0 0 0 0 0 5538 0 820 0 203043 0 0 0 GREG DAHL LEAD SOFTWARE ENGINEER 153910 0 1786 0 0 0 4835 0 17283 0 177814 0 0 0 JASON COLEMAN PRINCIPAL ARCHITECT 152182 0 786 0 0 0 4997 0 17469 0 175434 0 0 0 HOLLSTADT CONSULTING 35% CONTROLLED ENTITY OF TREASURER OF THE BOARD OF DIRECTORS 143705 HIRE OF IT CONTRACTORS FROM THE IT CONSULTING FIRM OWNED BY JUNGBAUER 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION'S EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, VICE CHAIR, SECRETARY, TREASURER, AND THREE ADDITIONAL BOARD MEMBERS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR FINANCIAL OVERSIGHT, OVERALL STRATEGIC PLANNING, RESOURCE PLANNING/EVALUATION, AND MANAGING EXTERNAL RELATIONSHIPS. 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 JANUARY 2023 REVIEWING 2022 PERFORMANCE. 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 HUMAN RESOURCES DIRECTOR; (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 418,966. MANAGEMENT AND GENERAL EXPENSES 45,541. FUNDRAISING EXPENSES 12,875. TOTAL EXPENSES 477,382. BUSINESS DEVELOPMENT: PROGRAM SERVICE EXPENSES 20,327. MANAGEMENT AND GENERAL EXPENSES 2,210. FUNDRAISING EXPENSES 625. TOTAL EXPENSES 23,162. RECRUITING: PROGRAM SERVICE EXPENSES 135,306. MANAGEMENT AND GENERAL EXPENSES 14,708. FUNDRAISING EXPENSES 4,158. TOTAL EXPENSES 154,172. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 4,376. MANAGEMENT AND GENERAL EXPENSES 476. FUNDRAISING EXPENSES 134. TOTAL EXPENSES 4,986. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,518,990. MANAGEMENT AND GENERAL EXPENSES 165,111. FUNDRAISING EXPENSES 46,678. TOTAL EXPENSES 1,730,779.