2026-04-03T16:47:07-05:00 2025-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2025-01-01 421529394 CaringBridge CARI 6514527940 3600 American Blvd West 405 Bloomington MN 55431 Stephanie Schmid CEO 6514527940 2026-04-02 1 Deb Nelson CPA P01264758 6122536500 2026-03-31 2025 2025-03-06 01:10:19Z Stephanie Schmid 3600 American Blvd West 405 Bloomington MN 55431 10634739 0 X www.caringbridge.org X 2002 MN To surround caregivers with support through every step of the health journey. 14 14 46 20 0 0 10423330 10319126 0 0 86568 67608 202275 248005 10712173 10634739 0 0 0 0 6268931 5921153 145000 120000 1273998 5195066 4674247 11608997 10715400 -896824 -80661 5379299 5445815 914010 1034614 4465289 4411201 X CaringBridge has 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 7977256 CaringBridge is a nonprofit health platform that surrounds families with support during a health journey. As a donor-supported nonprofit founded in 1997, the organization offers tools to share and document a health journey, simplify care coordination, and connect caregivers with a supportive community. Feelings of being overwhelmed, isolated, and lonely are prevalent among family caregivers and the loved ones they support on a health journey. By building social support and improving emotional health, CaringBridge addresses those needs, helping people come together in support of healing. (Continued on Schedule O) In 2025, CaringBridge supported 41,061 pages, delivering hope and healing to caregivers and their loved ones they support on a health journey.2/3 of CaringBridge family caregivers receive a matched offer of support within 24 hours of their request.Approximately 57% of pages are started for a cancer health journey; the highest of any health condition is breast cancer (13%).75% of pages result in a positive outcome, from remission to recovery.Emotional and Social Support:13.4 million posts, reactions, comments and tributes annually647,335 AMP heart reactions a month1 million average comments and reactions per month1500 messages per hourFinancial Support:$609,720 GoFundMe average monthly dollars raised for patients318 average gift cards delivered monthly to patients In 2025 CaringBridge had 119,786 donors and 142,866 gifts. 7977256 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 46 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS ME MD MA MI MN MS NH NV NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV X X Stephanie Schmid 6514527940 3600 American Blvd West 405 Bloomington MN 55431 Sarah Krevans Chair 2.00 X X 0 0 0 Linda Ireland Vice Chair 2.00 X X 0 0 0 Calvin Allen Treasurer 2.00 X X 0 0 0 Kevin O'Leary Director 2.00 X 0 0 0 Paurvi Bhatt Director 2.00 X 0 0 0 Sara Ratner Director 2.00 X 0 0 0 Molly Jungbauer Director (Until Aug 2025) 2.00 X 0 0 0 Adrian Slobin Director 2.00 X 0 0 0 Cris Ross Director 2.00 X 0 0 0 Sandy Chung Director 2.00 X 0 0 0 Kristy Lindquist Director 2.00 X 0 0 0 Jonathan Henderson Director (Beg Sept 2025) 2.00 X 0 0 0 Paolo Narcisso Director (Beg Sept 2025) 2.00 X 0 0 0 Scott Spiker Director 2.00 X 0 0 0 Steve Margolis Director 2.00 X 0 0 0 Annalee Lutgen Interim CFO (Until Jan) 20.00 X 0 0 0 Tia Newcomer CEO 40.00 X 430936 0 24319 Thabani Sinkula CFO 40.00 X 175807 0 28745 Stephanie SchmidPresident and Incoming Interim CEO (Oct-Dec) 40.00 X 229277 0 35084 Tom Booth Chief Information Officer 40.00 X 220972 0 10038 Mark Phillips Vice President of Technology 40.00 X 203436 0 6778 Ramla Hasanali Director of Product 40.00 X 174764 0 17619 Michelle Sheu Product Manager 40.00 X 143496 0 15381 Hai Nguyen Software Engineer 40.00 X 144973 0 5840 Gustavo Reyes Engineering Manager 40.00 X 140095 0 16068 1863756 0 159872 23 0 1 0 Bened Software Services Inc 1200 W Walnut Hill Ln Ste 3800 Irving TX 75038 Contractors for software 140800 NextAfter LLC 5810 Tennyson Parkway Ste 102 Plano TX 75024 Fundraising Services 120000 Amit Kumar Mukherjee LLC 8505 Abby Lane Ellicott City MD 21042 Contractors for software 104195 Massive Reach 4317 11th St St Simons Is GA 31522 Marketing 104000 4 10319126 10319126 56179 56179 248005 248005 11429 0 11429 11429 11429 10634739 0 0 315613 1058830 652492 174612 231726 4146137 3364582 400877 380678 115666 88855 14115 12696 213718 165342 22784 25592 386802 285984 49484 51334 177113 64630 112483 51425 51425 120000 120000 4077 4077 653842 615516 38326 140945 42921 39363 58661 1179934 1006497 142113 31324 125128 77093 17495 30540 92505 71624 10113 10768 461841 357589 50490 53762 19081 14774 2086 2221 Outreach Programs 1147751 1049098 98653 Donation CC Fees 318056 318056 Service Materials 203083 81233 121850 Licenses and Permits 50403 39026 5510 5867 49063 49063 10715400 7977256 1464146 1273998 1653846 2460155 500000 50000 145439 294586 133422 141229 1519031 822323 1151742 696708 1501464 1571850 293386 231287 5379299 5445815 612612 799449 301398 235165 914010 1034614 X 3789124 4031801 676165 379400 4465289 4411201 5379299 5445815 -80661 26573 0 X 0 1 X 1 0 X 10677083 10925035 12422686 10423330 10319126 54767260 10677083 10925035 12422686 10423330 10319126 54767260 374948 54392312 264487 254818 332483 298205 304184 1454177 6332 15339 9501 31172 56252609 0.96690 0.96930 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous Revenue - 2021 Amount: $ 6,332. 2022 Amount: $ 5,589. 2023 Amount: $ 7,321. CC Point Redemption - 2022 Amount: $ 9,750. 2023 Amount: $ 2,180. 237016 10000 247016 230260 6756 237016 224596 5664 230260 222844 1752 224596 222398 446 222844 0.00000 0.80970 0.19030 0 0 143964 131844 12120 1375067 690479 684588 696708 Lease Liability 235165 235165 X 10961390 26573 304155 330728 10630662 4077 4077 10634739 11015478 304155 304155 10711323 4077 4077 10715400 Part V, Line 4: The purpose of the endowment funds 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 Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. X X X X X 1 NextAfter LLC 5810 Tennyson Parkway Ste 012 Plano TX 75024 Consulting for fundraising optimization services 0 0 120000 0 120000 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 X X X 1 0 0 0 0 0 0 0 0 Tia Newcomer CEO 332507 0 0 0 98429 0 10106 0 14888 0 455930 0 0 0 Stephanie SchmidPresident and Incoming Interim CEO (Oct-Dec) 229277 0 0 0 0 0 7252 0 28361 0 264890 0 0 0 Tom Booth Chief Information Officer 220972 0 0 0 0 0 6696 0 3838 0 231506 0 0 0 Mark Phillips Vice President of Technology 203436 0 0 0 0 0 6070 0 1087 0 210593 0 0 0 Thabani Sinkula CFO 175807 0 0 0 0 0 4615 0 24512 0 204934 0 0 0 Ramla Hasanali Director of Product 174764 0 0 0 0 0 5411 0 12657 0 192832 0 0 0 Michelle Sheu Product Manager 143496 0 0 0 0 0 4457 0 11326 0 159279 0 0 0 Gustavo Reyes Engineering Manager 140095 0 0 0 0 0 4354 0 12114 0 156563 0 0 0 Hai Nguyen Software Engineer 144973 0 0 0 0 0 4382 0 1858 0 151213 0 0 0 Part I, Line 4a During the year, Tia Newcomer, Chief Executive Officer, received a one-time transition bonus and employer-paid COBRA premiums of $98,428.83 to support a smooth succession as she voluntarily left the organization. Form 990, Part VI, Section A, line 1a Executive Committee: At a minimum, the three officers serve as the members of the executive committee. Other members include the chairs of each committee and the chair emeritus. Except for the power to amend the Articles of Incorporation and Bylaws, the executive committee shall have all the powers and authority of the board of directors in the intervals between meetings of the board of directors when a board quorum is not available, or timing is critical. The executive committee is chaired by the board Chair. Form 990, Part VI, Section A, line 3 The organization engaged Brillect to provide contract finance and accounting services. Annalee Lutgen, an employee of Brillect, provided fractional CFO services in the amount of $28,579. 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 and approved by the Caringbridge executive committee; (2) Compensation is reviewed and approved on an annual basis using data of comparable pay for similarly qualified persons in functionally comparable positions at similarly situated organizations; (3) There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding compensation arrangements in emails and/or the meeting minutes. This process was last conducted during the summer of 2023 with a market compensation review conducted by an independent consultant. The process for making compensation decisions for officers and key employees includes all of the following elements: (1) Compensation of each individual is reviewed and approved by the CEO in consultation with the executive committee, and provided to the full board of directors; (2) Compensation of each individual is reviewed and approved on an annual basis using data of comparable pay for similarly qualified persons in functionally comparable positions at similarly situated organizations. This process occurs annually 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.