2026-01-30T10:15:50-06:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 3615 DELGANY ST SUITE 500 DENVER CO 80216 990 2024-07-01 841328829 COMPASSION & CHOICES COMP 3036391202 8156 S WADSWORTH BLVD STE E-162 LITTLETON CO 80128 CRYSTAL HUISH CFO 3036391202 2026-01-27 1 0 LEANNA VELOTTA EA P01775411 3037590089 2026-01-27 2024 2025-03-06 01:10:19Z CRYSTAL HUISH 8156 S WADSWORTH BLVD SUITE E-162 LITTLETON CO 80128 28208708 0 X WWW.COMPASSIONANDCHOICES.ORG X 1995 CO TO IMPROVE CARE, EXPANDS OPTIONS, AND EMPOWERS EVERYONE TO CHART THEIR END-OF-LIFE JOURNEY. 14 14 125 6569 0 0 21590391 22413103 0 0 1222607 780786 29008 62485 22842006 23256374 0 0 0 0 13986672 11847321 0 0 1864883 9300864 11008117 23287536 22855438 -445530 400936 22177846 20759439 7803128 5680562 14374718 15078877 TO IMPROVE CARE, EXPANDS OPTIONS, AND EMPOWERS EVERYONE TO CHART THEIR END-OF-LIFE JOURNEY. 0 0 8130306 PROMOTE AWARENESS AND EDUCATION RELATING TO END-OF-LIFE CHOICES THROUGH OUR WEBSITE, QUARTERLY MAGAZINE, CONVENTIONS/CONFERENCES, PAMPHLETS AND BROCHURES, BOOKS AND VIDEOS, AND BY SPEAKING AT PUBLIC EVENTS AND WRITING ARTICLES. 6258297 ADVOCACY FOR INDIVIDUALS THROUGH CREATIVE, LEGAL AND LEGISLATIVE INITIATIVES TO SECURE COMPREHENSIVE AND COMPASSIONATE OPTIONS AT THE END OF LIFE. WE SET NATIONAL STANDARDS FOR END-OF-LIFE CARE AND ASSERT CONSTITUTIONAL PROTECTION FOR AID IN DYING. 4696013 OPERATE A NATIONWIDE PROGRAM HELPING OUR CONSTITUENTS ENSURE THAT THEIR ADVANCE HEALTHCARE DIRECTIVES ARE FOLLOWED AND THAT THEIR PAIN IS ADEQUATLEY TREATED. 19084616 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 65 0 1 125 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA MA ME MD MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X CRYSTAL HUISH 3036391202 8156 S WADSWORTH BLVD E-162 LITTLETON CO 80128 MADISON SHOCKLEY MEMBER 3.75 X 0 0 0 NANCY HOYT MEMBER 5.00 X 0 0 0 CHANDANA BANERJEE FIRST VICE CHAIR 1.25 X 0 0 0 ELAINE CHARNEY SECRETARY 6.25 X 0 0 0 JERRI SHAW BOARD CHAIR 2.50 X 0 0 0 JILL GORDON TREASURER 0.50 X 0 0 0 LESLIE ROWLEY SECOND VICE CHAIR 0.63 X 0 0 0 MARK WEIDEMAN MEMBER 3.00 X 0 0 0 IRENE JACKSON-BROWN MEMBER 3.00 X 0 0 0 JOEL SIMONE MALDONADO MEMBER 3.00 X 0 0 0 SATHEESH GUNAGA MEMBER 3.00 X 0 0 0 JEFF GARDERE MEMBER 3.00 X 0 0 0 JULI ROBBINS GREENWALD MEMBER 3.00 X 0 0 0 KIMBERLY CALLINAN TAYLOR FORMER PRESIDENT AND CEO 40.00 X 373199 0 10066 KEVIN E DIAZ INTERIM PRESIDENT & CEO 40.00 X 267336 0 27829 PATRICIA BERNSTEIN CHIEF OPERATING OFFICER 40.00 X 221746 0 27011 EDDIE CHARMAINE MANANSALA EMPLOYEE 40.00 X 203136 0 27106 BRANDI S ALEXANDER EMPLOYEE 40.00 X 203136 0 27381 FREDERICK THOMAS MACINTYRE EMPLOYEE 40.00 X 243680 0 29090 CRYSTAL HUISH EMPLOYEE 40.00 X 198777 0 26680 1711010 0 175163 7 0 1 0 PABLO EMMANUEL OTAOLA 1120 S ROUTH WAY LAKEWOOD CO 80232 CONSULTING 345100 JPD OAK BROOK HOLDINGS LLC 2815 JORIE BLVD OAK BROOK IL 60523 FOOD, LODGING, AV,MEETING ROOMS 229742 DIRECT CONNECT GROUP 4401 E MARGINAL WAY S SEATTLE WA 98134 MARKETING 199190 RABEN GROUP LLC 525 9TH ST NW 7TH FLOOR WASHINGTON DC 20004 CONSULTING 127000 4 5034556 17378547 22413103 638266 638266 4785965 4643445 142520 142520 142520 308889 5034556 308889 0 MISCELLANEOUS REVENUE 900099 50595 50595 RENTAL INCOME 900099 10650 10650 HONORARIA 900099 1240 1240 62485 23256374 0 0 843271 11847321 10329813 1517508 835024 831247 3777 656775 594461 62314 122301 100381 20303 1617 615785 552882 14254 48649 457483 367582 89901 1150 958 192 151469 94635 56834 DEVELOPMENT COSTS 2251993 1351196 900797 PHILANTHROPY COST 2150881 1296442 854439 IN-KIND EXPENSES 1657565 1657565 SPONSORSHIPS 828430 828430 1279261 1079024 140856 59381 22855438 19084616 1905939 1864883 3818690 5307427 23202 145184 231737 80000 632214 448677 368235 362687 5769 5548 16541983 13832072 5417 4417 918834 936114 22177846 20759439 2007553 1963180 5000000 3000000 795575 717382 7803128 5680562 X 14077981 14998877 296737 80000 14374718 15078877 22177846 20759439 X 400936 553223 -250000 X X 0 1 X 1 0 X 16124519 21512973 20263715 21590391 22413103 101904701 16124519 21512973 20263715 21590391 22413103 101904701 259057 324637 264351 148233 254036 1250314 0 259057 324637 264351 148233 254036 1250314 100654387 344838 655032 629838 631320 638266 2899294 344838 655032 629838 631320 638266 2899294 16469357 22168005 20893553 22221711 23051369 104803995 0.96040 0.96420 0.02770 0.02470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 177730 741961 919691 20326753 21246444 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 801002 635490 878632 919691 3234815 250000 250000 250000 250000 1000000 1500000 182892 178470 186763 177730 725855 11695 6147 5548 356540 356540 0 5548 GIFT ANNUITY PAYMENTS PAYABLE 271761 OPERATING LEASES LIABILITY - CURRENT PORTION 95314 OPERATING LEASES LIABILITY - LT PORTION 350307 717382 25467162 553223 1657565 2210788 23256374 0 23256374 24763003 1657565 250000 1907565 22855438 0 22855438 PART XII, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY GRANT PART X, LINE 2 THE ORGANIZATIONS ADOPTED THE PROVISIONS OF TOPIC 740 ON JULY 1, 2009. THE ADOPTION OF TOPIC 740 DID NOT RESULT IN A MATERIAL MODIFICATION OF THE OVERALL FINANCIAL STATEMENTS OF THE ORGANIZATIONS AS OF AND FOR THE YEAR ENDED JUNE 30, 2010. AS THE ORGANIZATIONS ARE QUALIFIED AS NONPROFIT ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE, ANY INCOME TAX POSITION WOULD BE PRIMARILY RELATED TO UNRELATED BUSINESS ACTIVITIES OUTSIDE THE CORE MISSION OF THE ORGANIZATIONS. BASED ON PRIOR EXAMINATIONS OF CONTRACTUAL ARRANGEMENTS OF THE ORGANIZATIONS AND CORRESPONDENCE RECEIVED FROM THE INTERNAL REVENUE SERVICE, MANAGEMENT BELIEVES THERE TO BE NO POTENTIAL INCOME TAX POSITIONS THAT WOULD RESULT IN RELATED TAX LIABILITY FOR THE ORGANIZATIONS. MANAGEMENT WILL CONTINUE TO EVALUATE ANY FUTURE CONTRACTUAL ARRANGEMENTS WITH RESPECT TO POTENTIAL INCOME TAX POSITIONS UNDER THIS GUIDANCE. X X X X 1 EIDOLON COMMUNICATIONS 15 MAIDEN LANE STE 1401 NEW YORK NY 10038 MAIL, INTERNET AND EMAIL SOLICITATION 0 5343445 308889 5034556 5343445 308889 5034556 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY NV OH OK OR PA RI SC TN UT VA WA WI WV DIRECT MAIL 5343445 5034556 308889 5343445 5034556 308889 308889 X X 1 0 0 0 0 0 0 0 0 KIMBERLY CALLINAN TAYLOR FORMER PRESIDENT AND CEO 373199 0 0 0 0 0 5760 0 4306 0 383265 0 0 0 KEVIN E DIAZ INTERIM PRESIDENT & CEO 267336 0 0 0 0 0 12963 0 14866 0 295165 0 0 0 FREDERICK THOMAS MACINTYRE EMPLOYEE 243680 0 0 0 0 0 11918 0 17172 0 272770 0 0 0 PATRICIA BERNSTEIN CHIEF OPERATING OFFICER 221746 0 0 0 0 0 11154 0 15857 0 248757 0 0 0 BRANDI S ALEXANDER EMPLOYEE 203136 0 0 0 0 0 10168 0 17213 0 230517 0 0 0 EDDIE CHARMAINE MANANSALA EMPLOYEE 203136 0 0 0 0 0 10176 0 16930 0 230242 0 0 0 CRYSTAL HUISH EMPLOYEE 198777 0 0 0 0 0 9949 0 16731 0 225457 0 0 0 PART I, LINE 4A KIMBERLY CALLINAN TAYLOR - SEVERANCE PAYMENT OF $258,138 X 30 175161 AVG HIG/LOW SHARE PRICE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S HEAD OF FINANCE TRANSMITS THE ORGANIZATION'S FORM 990 TO THE FINANCE COMMITTEE FOR REVIEW BY EACH MEMBER OF THE FINANCE COMMITTEE. THE FINAL VERSION WITH REVISIONS (IF ANY) IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS SELF-MONITORED BY THE INDIVIDUAL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF DIRECTORS DETERMINES THE CHIEF EXECUTIVE OFFICER'S SALARY BY LOOKING AT COMPARABLE DATA AND BY RESEARCHING WITH OUTSIDE SOURCES. THE CHIEF EXECUTIVE OFFICER DETERMINES THE CHIEF'S SALARIES BY DOING MARKET RESEARCH. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: INTERCOMPANY GRANT -250,000. FORM 990, PART XII, LINE 2C: THE AUDIT/FINANCE COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR AND THE AUDIT OF THE ORGANIZATIONS' FINANCIAL STATEMENTS. THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR PROCESS OF SELECTION. COMPASSION & CHOICES ACTION NETWORK FKA END-OF-LIFE CHOICES 8156 S WADSWORTH BLVD E-162 LITTLETON CO 80128 841328830 EMPOWERS EVERYONE TO CHART THEIR END-OF-LIFE JOURNEY CO 501(C)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 COMPASSION & CHOICES ACTION NETWORK N -4012 OFFICE SPACE ALLOCATION COMPASSION & CHOICES ACTION NETWORK O -21078 TIME CARDS