2023-11-09T14:15:46-06:00 2022-12-31 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-01-01 273252911 CAREMESSAGE CARE 4156538990 2443 FILLMORE ST 380-4139 SAN FRANCISCO CA 94115 VINEET SINGAL CEO 4156538990 2023-11-09 1 VINEET SINGAL 999009999 0 BRIAN YACKER P00401346 9492222999 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VINEET SINGAL 2443 FILLMORE ST 380-4139 SAN FRANCISCO CA 94115 8481386 0 X WWW.CAREMESSAGE.ORG X 2011 CA TO EMPOWER HEALTHCARE ORGANIZATIONS WITH MOBILE TECHNOLOGIES TO IMPROVE HEALTH OUTCOMES AND REDUCE COST OF CARE FOR UNDERSERVED PATIENT POPULATIONS. 5 4 45 4 0 0 5201230 2761391 5386649 5625627 6250 38796 0 6313 10594129 8432127 0 0 0 0 4160775 4640935 0 0 353432 3589761 3739580 7750536 8380515 2843593 51612 6898629 6736357 2811094 2597210 4087535 4139147 X TO EMPOWER HEALTHCARE ORGANIZATIONS WITH MOBILE TECHNOLOGIES TO IMPROVE HEALTH OUTCOMES AND REDUCE COST OF CARE FOR UNDERSERVED PATIENT POPULATIONS. 0 0 5977944 5625627 EMPOWER HEALTHCARE ORGANIZATIONS WITH MOBILE TECHNOLOGIES TO IMPROVE HEALTH LITERACY AND SELF-HEALTH MANAGEMENT WHILE FOSTERING MORE EFFICIENT CARE DELIVERY. CAREMESSAGE CREATES HIGHLY ENGAGING TEXT MESSAGING CAMPAIGNS TO IMPROVE HEALTH LITERACY AND DISEASE SELF-MANAGEMENT SKILLS FOR DIVERSE POPULATIONS. CAREMESSAGE USES TECHNOLOGY TO ADDRESS CHALLENGES FOR SOCIETY'S MOST VULNERABLE POPULATIONS OVER 86% OF LOW INCOME INDIVIDUALS IN THE US HAVE ACCESS TO BASIC CELL PHONE WITH MESSAGING CAPABILITIES, MAKING IT ONE OF THE GREAT SOCIAL EQUALIZERS OF OUR TIME. CAREMESSAGE'S TECHNOLOGY ENABLES HEALTHCARE AND SOCIAL SERVICES AGENCIES TO BETTER COMMUNICATE AND ENGAGE WITH THEIR BENEFICIARIES USING MOBILE TECHNOLOGY, IMPROVING HEALTH OUTCOMES AND DRAMATICALLY REDUCING COST OF CARE. 5977944 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X VINEET SINGAL 4156538990 2443 FILLMORE ST 380-4139 SAN FRANCISCO CA 94115 VINEET SINGAL CEO 40.00 X X 279709 0 0 JEREMY WIGHT VP OF ENGINEERING 40.00 X 243948 0 0 KAREN TANG CHIEF OPERATING OFFICER 40.00 X 208570 0 0 CECILIA CORRAL VP OF PRODUCT/CO-FOUNDER 40.00 X 199816 0 0 ANDREA JONES VP CUSTOMER SUCCESS 40.00 X 174687 0 0 DARRYL BELCHER SENIOR ACCOUNT EXECUTIVE 40.00 X 159930 0 0 TRACY ANGELOCCI CHIEF MEDICAL OFFICER 40.00 X 154826 0 0 ORIT MOHAMED PRINCIPAL PRODUCT MANAGER 40.00 X 152739 0 0 NORA MARSH DIRECTOR OF MARKETING 40.00 X 143674 0 0 JEREMY CARTER LEAD BUSINESS OPERATIONS MANAGER 40.00 X 114936 0 0 STEVEN HAN SOFTWARE ENGINEER 40.00 X 109641 0 0 HARSH PATEL DIRECTOR 2.00 X 0 0 0 WILF JAEGER CHAIRMAN 2.00 X 0 0 0 ROSE KAKOZA DIRECTOR 2.00 X 0 0 0 TERHILDA GARRIDO DIRECTOR 2.00 X 0 0 0 1942476 0 0 11 0 1 0 BRANE BELO HORIZONTE MINAS GERIAS BR 30350-140 ENGINEERING SERVICES 574255 BCTI LTDA BELO HORIZONTE MINAS GERIAS BR 30350-140 ENGINEERING SERVICES 151167 DEVOPS CLOUD NEXUS PVT LTD BOMMANAHALLI BANGALORE IN ENGINEERING SERVICES 144996 NAVIRO EUROPE LIMITED CREMER STREET LONDON UK E28HD ENGINEERING SERVICES 105599 4 2761391 49259 2761391 SUBSCRIPTION REVENUE 900099 5625627 5625627 5625627 31522 31522 54356 2177 49259 0 5097 2177 7274 7274 CC REWARDS/BUYBACKS 623990 6313 6313 6313 8432127 5625627 0 45109 X 1261556 821784 345244 94528 2823162 1839026 772591 211545 264839 172518 72477 19844 291378 189805 79739 21834 140993 140993 66421 66421 1438245 1193569 241408 3268 62814 16188 46573 53 13555 10729 2587 239 36461 14702 20702 1057 41620 17089 24531 2844 2844 125412 9248 115100 1064 PROGRAM TECH/RESEARCH 1083733 1083733 PROGRAM INTEGRATION FEE 527403 527403 APPLICATION FEES 178756 73395 105361 DUES & MEMBERSHIPS 21323 8755 12568 8380515 5977944 2049139 353432 5485431 4833151 791933 908223 573413 743366 47852 148396 106065 2844 0 103221 6898629 6736357 858066 791293 1953028 1805917 2811094 2597210 X 1769930 2386258 2317605 1752889 4087535 4139147 6898629 6736357 51612 0 X X 0 1 X 1 0 X 3286638 2357712 4010453 5201230 2761391 17617424 3286638 2357712 4010453 5201230 2761391 17617424 2546988 15070436 172205 177929 66882 6250 31522 454788 867 13976 9214 6313 30370 18102582 21873847 0.83250 0.81690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 867. 2019 AMOUNT: $ 13,976. 2020 AMOUNT: $ 9,214. 2022 AMOUNT: $ 6,313. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106065 2844 103221 103221 X 8432127 0 8432127 0 8432127 8380515 0 8380515 0 8380515 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND BY THE FRANCHISE TAX BOARD UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS A RESULT, THE ORGANIZATION IS EXEMPT FROM PAYING INCOME TAXES, AND THUS NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THESE FINANCIAL STATEMENTS. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. EACH YEAR, MANAGEMENT CONSIDERS WHETHER THE ORGANIZATION HAS ENGAGED IN ANY ACTIVITIES THAT COULD AFFECT THE ORGANIZATION'S INCOME TAX STATUS OR RESULT IN TAXABLE INCOME. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. ACCORDINGLY, THERE ARE NO POTENTIAL LIABILITIES TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SOUTH AMERICA PROGRAM SERVICES ENGINEERING SERVICES 725422 SOUTH ASIA PROGRAM SERVICES ENGINEERING SERVICES 144996 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES ENGINEERING SERVICES 105599 0 0 0 0 0 0 976017 0 976017 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X 0 0 0 1 0 0 0 0 0 VINEET SINGAL CEO 279709 0 0 0 0 0 0 0 0 0 279709 0 0 0 JEREMY WIGHT VP OF ENGINEERING 243948 0 0 0 0 0 0 0 0 0 243948 0 0 0 KAREN TANG CHIEF OPERATING OFFICER 208570 0 0 0 0 0 0 0 0 0 208570 0 0 0 CECILIA CORRAL VP OF PRODUCT/CO-FOUNDER 199816 0 0 0 0 0 0 0 0 0 199816 0 0 0 ANDREA JONES VP CUSTOMER SUCCESS 174687 0 0 0 0 0 0 0 0 0 174687 0 0 0 DARRYL BELCHER SENIOR ACCOUNT EXECUTIVE 159930 0 0 0 0 0 0 0 0 0 159930 0 0 0 TRACY ANGELOCCI CHIEF MEDICAL OFFICER 154826 0 0 0 0 0 0 0 0 0 154826 0 0 0 ORIT MOHAMED PRINCIPAL PRODUCT MANAGER 152739 0 0 0 0 0 0 0 0 0 152739 0 0 0 PART I, LINE 5 COMMISSIONS BASED ON INDIVIDUAL ATTAINED REVENUE GOALS. X 1 49259 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE TAX PROFESSIONAL PREPARES A DRAFT OF THE FORM 990. MANAGEMENT, INCLUDING THE CO-FOUNDER, REVIEWS AND PROVIDES COMMENTS, EDITS AND/OR CORRECTIONS. AFTER THE REVISIONS ARE MADE, SEVERAL MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE 990 PRIOR TO ITS FILING. A COMPLETE COPY IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS, VIA ELECTONIC COPY, BEFORE FILING. THE CO-FOUNDER AUTHORIZES THE FINAL FORM 990, WHICH IS THEN ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY, AND A SIGNED DECLARATION OF CONFLICTS IS COLLECTED AFTER THE ANNUAL MEETING OF THE BOARD (DURING JULY EACH YEAR). THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL PERIODICALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES. COMPENSATION OF OTHER HIGH-LEVEL PERSONNEL AND KEY EMPLOYEES IS REVIEWED PERIODICALLY BY MEMBERS OF MANAGEMENT. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES AND ALL RELATED BENEFITS. ALL DECISIONS ARE DOCUMENTED IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGAL FILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CALIFORNIA. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,166,701. MANAGEMENT AND GENERAL EXPENSES 230,121. FUNDRAISING EXPENSES 177. TOTAL EXPENSES 1,396,999. PAYROLL FEES: PROGRAM SERVICE EXPENSES 26,868. MANAGEMENT AND GENERAL EXPENSES 11,287. FUNDRAISING EXPENSES 3,091. TOTAL EXPENSES 41,246. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS SELECTION PROCESS OR OVERSIGHT PROCESS DURING THE TAX YEAR.