2025-08-05T10:47:25-05:00 2024-09-30 350921680 CROWE LLP 5810 TENNYSON PARKWAY SUITE 450 PLANO TX 750244112 990 2023-10-01 873874220 BLUE CIRCLE HEALTH INC BLUE 8884044813 68 HARRISON AVE 605 PMB 62564 BOSTON MA 02111 ROBIN JENSEN CHIEF OPERATING OFFICER 8884044813 2025-08-01 1 1 LORI A MCLAUGHLIN P01231707 2147775200 2025-08-01 2023 2025-03-06 01:10:19Z X ROBIN JENSEN 68 HARRISON AVE 605 PMB 62564 BOSTON MA 02111 1089 0 X WWW.BLUECIRCLEHEALTH.ORG X 2021 MA TO IMPROVE THE HEALTH OF PEOPLE WITH TYPE 1 DIABETES BY REMOVING BARRIERS AND PROVIDING THE DIABETES CARE, MEDICINE, SUPPLIES, EDUCATION AND SUPPORT THEY NEED. 5 4 43 6 0 0 75000 0 0 0 553 1089 0 0 75553 1089 0 700000 0 0 4844294 6584553 0 0 31416 1273601 2200351 6117895 9484904 -6042342 -9483815 37007533 15559369 515495 553010 36492038 15006359 X TO IMPROVE THE HEALTH OF PEOPLE WITH TYPE 1 DIABETES BY REMOVING BARRIERS AND PROVIDING THE DIABETES CARE, MEDICINE, SUPPLIES, EDUCATION AND SUPPORT THEY NEED. 0 0 7755480 700000 BLUE CIRCLE HEALTH IS A COLLABORATIVE TYPE 1 DIABETES (T1D) NON-PROFIT DEDICATED TO EMPOWERING AND IMPROVING THE LIVES OF PEOPLE WITH T1D. OUR UNIQUE, VIRTUAL APPROACH LEVERAGES PARTNERSHIPS WITH PATIENTS, FAMILIES, MEDICAL PROFESSIONALS, AND COMMUNITY-BASED ORGANIZATIONS TO REMOVE BARRIERS TO CARE AND PROMOTE UNDERSTANDING OF THIS COMPLEX DISEASE. TO ENSURE THAT PATIENTS LIVING WITH T1D CONNECT TO THE SERVICES THEY NEED TO ACHIEVE THEIR HEALTH GOALS, WE OFFER DIABETES MEDICAL CARE, SUPPORTIVE COUNSELING, INSURANCE NAVIGATION, DISEASE EDUCATION, PEER COACHING, ACCESS TO SUPPLIES AND MEDICATION, AND REFERRALS TO COMMUNITY RESOURCES.WE TAKE AN INNOVATIVE, WHOLE-PERSON APPROACH (CONTINUED ON SCHEDULE O) TO T1D CARE THAT AIMS TO EMPOWER THE PEOPLE WE SERVE. WE PARTNER WITH OUR PATIENTS TO IDENTIFY AND ACHIEVE SPECIFIC T1D GOALS WHILE CONNECTING THEM TO A SUPPORTIVE COMMUNITY OF PEERS AND PROFESSIONALS TO ENSURE THEIR ONGOING SUCCESS. WE PUT PATIENTS FIRST. WE CURRENTLY SUPPORT ADULTS AND THEIR FAMILIES LIVING WITH T1D IN FLORIDA. WE PLAN TO GROW TO REACH PEOPLE THROUGHOUT THE COUNTRY.EARLY YEAR PROGRAM EXPENSES STEM FROM CORE ORGANIZATIONAL COMPONENTS RELATED TO LAUNCHING OUR INITIAL SERVICES, INCLUDING THE FOUNDATIONAL HUMAN CAPITAL AND INFORMATION TECHNOLOGY INFRASTRUCTURE THAT CONTINUES TO EVOLVE WITH THE GROWING NEEDS OF BLUE CIRCLE HEALTH TO ACHIEVE THE ORGANIZATION'S MISSION. AFTER REFINEMENT AND ENHANCEMENT TO THE CARE MODEL DURING THE LATTER PART OF 2023, OUR PRESENT-DAY COMPLEMENT OF SERVICES COMMENCED IN JANUARY 2024. OUR FREE VIRTUAL CARE PROGRAM PROVIDES PEOPLE WHO LIVE WITH T1D THE SUPPORT, SERVICES AND RESOURCES NEEDED TO HELP MANAGE THIS DIFFICULT DISEASE. EACH PERSON RECEIVES AN INDIVIDUAL CARE PLAN DESIGNED TO HELP ADDRESS THEIR UNIQUE T1D-RELATED NEEDS. CARE PLANS ARE DESIGNED TO LAST ABOUT SIX MONTHS AND MAY INCLUDE SOME OR ALL OF THE SERVICES LISTED ABOVE. WHEN THE INDIVIDUAL CARE PLAN IS COMPLETED, PEOPLE CAN REMAIN CONNECTED TO THE BLUE CIRCLE HEALTH T1D COMMUNITY FOR ONGOING SUPPORT AND CAN RE-ENROLL IF NEEDED. THE END OF FISCAL YEAR 2024 SAW EXPANSION INTO TWO ADDITIONAL STATES WITH PLANS FOR FURTHER EXPANSION IN THE COMING YEAR. 7755480 1 0 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 16 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 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 OK SC SD UT VT WA X PAIGE GALLO 8884044813 68 HARRISON AVE 605 PMB 62564 BOSTON MA 02111 EDWARD GILLEN DIRECTOR, CFO (THRU 10/2023) 1.00 0.00 X X 0 0 0 DR SCOTT KAHN DIRECTOR, CHAIRMAN 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 37.00 3.00 X X 414455 0 44049 BRUCE BRAUGHTON DIRECTOR, CFO (FROM 10/2023) 1.00 2.00 X X 0 0 0 DR SEAN OSER DIRECTOR (FROM 09/2024) 1.00 2.00 X 0 0 0 ROBIN JENSEN CHIEF OPERATING OFFICER 37.00 3.00 X 354767 0 12858 LINDA PILLA ESQ CHIEF COMPLIANCE AND PRIVACY OFFICER 1.00 2.00 X 1890 0 0 BENJAMIN THOMAS CHIEF INFORMATION SECURITY OFFICER 2.00 2.00 X 33480 0 0 THIEN NGUYEN VP IS 40.00 0.00 X 281967 0 37613 LILLIAN HUGHES VP ADMINISTRATION 40.00 0.00 X 218614 0 9822 PAIGE GALLO VP FINANCE 40.00 0.00 X 208752 0 41673 MEGAN BUHLER VP CLINICAL OPERATIONS 40.00 0.00 X 181846 0 7811 DR MONICA GOMBERG VP CLINICAL CARE 40.00 0.00 X 225137 0 36330 MAGDI ODEH DIRECTOR OF IT 40.00 0.00 X 245277 0 24120 RYAN J ERATO SOFTWARE ENGINEER 40.00 0.00 X 213127 0 29581 KRISTINA R HOLMES DIRECTOR OF MARKETING 40.00 0.00 X 199671 0 8319 COLIN J MULLANEY SOFTWARE ENGINEER 40.00 0.00 X 163245 0 16721 KALESE HOUSE SENIOR MANAGER PROGRAMS 40.00 0.00 X 160534 0 16952 2902762 0 285849 15 0 1 0 AMAZON WEB SERVICES INC 410 TERRY AVE NORTH SEATTLE WA 98109 WEB SERVICE PROVIDER 170467 UF FLORIDA CLINICAL PRACTICE ASSOCIATIO PO BOX 100296 GAINESVILLE FL 32610 PROFESSIONAL CLINICAL SERVICES 153702 EPSTEIN BECKER & GREEN PC 875 3RD AVENUE NEW YORK NY 10022 LEGAL SERVICES 143049 WELKIN HEALTH INC 548 MARKET ST PMB 75357 SAN FRANCISCO CA 94104 HEALTH INFORMATION TECHNOLOGY SERVICES 132500 4 1089 1089 1089 0 0 1089 700000 700000 2111064 1672163 432304 6597 3543389 2806514 725792 11083 108568 85990 22238 340 452447 358244 92781 1422 369085 292330 75600 1155 226857 209601 7483 9773 56413 56413 617687 549123 68564 52706 50734 1972 86868 73332 13536 467914 398361 68507 1046 169682 118777 50905 40605 16325 24280 131142 81308 49834 MEDICAL SUPPLIES 332580 332580 PROFESSIONAL DEVELOPMEN 10006 8459 1547 DUES & SUBSCRIPTIONS 7891 1639 6252 9484904 7755480 1698008 31416 2314771 2052204 4200761 4801850 16657840 8446730 2525 8995 129814 186031 13603675 89331 57884 8816 5675 37007533 15559369 515495 553010 0 0 515495 553010 X 13600771 1013486 22891267 13992873 36492038 15006359 37007533 15559369 X -9483815 -12001864 X 0 1 X 1 0 X 45430130 75000 45505130 45430130 75000 45505130 44519990 985140 218 553 1089 1860 45506990 X 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. 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, 2024 AND SEPTEMBER 30, 2023. 1 BLUE CIRCLE CHARITABLE FOUNDATION 68 HARRISON AVE 605 PMB 62564 BOSTON MA 02111 993225683 501(C)(3) 500000 0 GENERAL SUPPORT BLUE CIRCLE HEALTH CLINICAL 68 HARRISON AVE 605 PMB 62564 BOSTON MA 02111 993250536 501(C)(3) 200000 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). BCH IS THE SOLE GRANTEE OF THE FOUNDATION AND CLINICAL. 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 414455 0 0 0 0 0 12977 0 31072 0 458504 0 0 0 ROBIN JENSEN CHIEF OPERATING OFFICER 354767 0 0 0 0 0 12265 0 593 0 367625 0 0 0 THIEN NGUYEN VP IS 281967 0 0 0 0 0 8294 0 29319 0 319580 0 0 0 MAGDI ODEH DIRECTOR OF IT 245277 0 0 0 0 0 9995 0 14125 0 269397 0 0 0 DR MONICA GOMBERG VP CLINICAL CARE 225137 0 0 0 0 0 8385 0 27945 0 261467 0 0 0 PAIGE GALLO VP FINANCE 208752 0 0 0 0 0 8551 0 33122 0 250425 0 0 0 RYAN J ERATO SOFTWARE ENGINEER 213127 0 0 0 0 0 8747 0 20834 0 242708 0 0 0 LILLIAN HUGHES VP ADMINISTRATION 218614 0 0 0 0 0 8621 0 1201 0 228436 0 0 0 KRISTINA R HOLMES DIRECTOR OF MARKETING 199671 0 0 0 0 0 7927 0 392 0 207990 0 0 0 MEGAN BUHLER VP CLINICAL OPERATIONS 181846 0 0 0 0 0 7214 0 597 0 189657 0 0 0 COLIN J MULLANEY SOFTWARE ENGINEER 163245 0 0 0 0 0 6560 0 10161 0 179966 0 0 0 KALESE HOUSE SENIOR MANAGER PROGRAMS 160534 0 0 0 0 0 6441 0 10511 0 177486 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. FORM 990, PART XI, LINE 9: DISSOLUTION OF CYFT -2,917,628. GOODWILL AND INTANGIBLE ASSET IMPAIRMENT -9,084,236. BLUE CIRCLE CHARITABLE FOUNDATION INC 68 HARRISON AVE 605 PMB 62564 BOSTON MA 02111 993225683 HEALTHCARE/TECHNOLOGY DE 501(C)(3) LINE 12A, I BLUE CIRCLE HEALTH INC 1 BLUE CIRCLE HEALTH CLINICAL INC 68 HARRISON AVE 605 PMB 62564 BOSTON MA 02111 993250536 HEALTHCARE/TECHNOLOGY DE 501(C)(3) LINE 12A, I BLUE CIRCLE HEALTH INC 1 CYFT INC 32 STONEYBROOK CIRCLE ANDOVER MA 01810 473547678 HEALTHCARE/TECHNOLOGY MA BLUE CIRCLE HEALTH INC C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 BLUE CIRCLE CHARITABLE FOUNDATION B 500000 FMV BLUE CIRCLE HEALTH CLINICAL B 200000 FMV