2026-09-11T02:18:21-05:00 2025-10-31 333709623 COHNREZNICK ADVISORY LLC 1 FINANCIAL PLAZA 755 MAIN ST STE 1100 HARTFORD CT 06103 990 2024-11-01 464283998 ALLIANCE FOR A BRIGHT FUTURE INC ALLI 2167816228 1530 SAINT CLAIR AVENUE CLEVELAND OH 44114 DERRICK HOWELL CFO 2167816228 2026-09-10 1 1 LORI ROTHE YOKOBOSKY P01273422 9592007000 2026-09-01 2024 KENNETH GRIFFIN 1530 SAINT CLAIR AVENUE CLEVELAND OH 44114 0 0 X N/A X 2013 OH SEE SCHEDULE O 11 11 0 13 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 357685 305457 357685 305457 -357685 -305457 5794166 5488709 0 0 5794166 5488709 FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF CARE ALLIANCE WITH RESPECT TO CARE ALLIANCE'S REAL ESTATE NEEDS, INCLUDING BUT NOT LIMITED TO CONSTRUCTION, OWNERSHIP, LEASING, AND OPERATION. 0 0 164334 FOR THE BENEFIT OF CARE ALLIANCE, A SECTION 501(C)(3) ORGANIZATION THAT PROVIDES MEDICAL AND DENTAL CARE TO THE HOMELESS AND OTHER AT-RISK GROUPS, WITH RESPECT TO CARE ALLIANCE'S REAL ESTATE NEEDS. THE ALLIANCE IS CONSIDERED A "QUALIFIED ACTIVE LOW-INCOME COMMUNITY BUSINESS" BY THE FEDERAL GOVERNMENT. 164334 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 0 0 0 OH X DERRICK HOWELL 2167816228 1530 SAINT CLAIR AVENUE CLEVELAND OH 44114 BILAL S AKRAM BOARD MEMBER 1.00 1.00 X 0 0 0 CHRIS A MUNDORF OUTGOING-BOARD MEMBER 1.00 1.00 X 0 0 0 CYNTHIA MOORE-HARDY BOARD MEMBER 1.00 1.00 X 0 0 0 JAREED ROBINSON BOARD MEMBER 1.00 1.00 X 0 0 0 JENNIFER DEMMERLE CPA MBA TREASURER 1.00 1.00 X X 0 0 0 KATHY HARRIS BOARD MEMBER 1.00 1.00 X 0 0 0 KRISTIE F GROVES OUTGOING-BOARD MEMBER 1.00 1.00 X 0 0 0 LISSETTE RIVERA BOARD MEMBER 1.00 1.00 X 0 0 0 LOLITA M MCDAVID MD MPA FAAP SECRETARY 1.00 1.00 X X 0 0 0 MECCA EAST MPH VICE CHAIR 1.00 1.00 X X 0 0 0 MICHAEL G EVANS CPA BOARD MEMBER 1.00 1.00 X 0 0 0 RENEE TRAMBLE RICHARD BOARD CHAIR 1.00 2.00 X X 0 0 0 SANDRA FLEMING-BROOKS BOARD MEMBER 1.00 1.00 X 0 0 0 CLAUDE L JONES OUTGOING-CEO 1.00 40.00 X 0 0 0 DERRICK HOWELL CFO 1.00 40.00 X 0 8517 0 KENNETH GRIFFIN CEO 1.00 40.00 X 0 29046 0 0 37563 0 0 0 0 0 0 0 0 0 0 305457 164334 141123 305457 164334 141123 0 9319196 4047663 5576990 5271533 217176 217176 5794166 5488709 0 0 X 5794166 5488709 5794166 5488709 5794166 5488709 -305457 0 X 0 1 X 1 0 X X X 1 CARE ALLIANCE 341748776 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 8315636 3044103 5271533 1003560 1003560 0 5271533 X 13632121 13632121 13632121 0 0 0 13467053 13161596 13161596 305457 0 305457 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF OCTOBER 31, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO FISCAL YEAR 2022 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION REVENUES 13,632,121. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES 13,161,596. 0 0 0 0 0 0 0 0 0 PART I, LINE 3 ALL COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION USING THE FOLLOWING: COMPENSATION REVIEW AND APPROVAL - CARE ALLIANCE'S BOARD OF TRUSTEES ENGAGED AN OUTSIDE CONSULTANT TO PERFORM A MARKET-BASED COMPENSATION ASSESSMENT FOR ALL POSITIONS. THE FINDINGS WERE THAT, ALTHOUGH CARE ALLIANCE'S COMPENSATION STRUCTURE WAS BELOW MARKET, THE ALTRUISTIC MISSION WAS A BENEFICIAL FACTOR IN ATTRACTING AND RETAINING QUALIFIED STAFF AT THE APPROPRIATE STAFFING LEVELS. ANNUAL COMPENSATION DECISIONS FOR EXECUTIVES ARE MADE BY A SUB-COMMITTEE OF THE BOARD OF TRUSTEES BASED ON THE COMPENSATION SURVEY AND PERFORMANCE EVALUATIONS. MEMBERS OF THE SUB-COMMITTEE ARE INDEPENDENT OF THE INDIVIDUALS WHOSE COMPENSATION IS BEING DETERMINED. FORM 990, PART I, LINE 1 FOR THE BENEFIT OF CARE ALLIANCE, A SEC. 501(C)(3) ORGANIZATION, WITH RESPECT TO CARE ALLIANCE'S REAL ESTATE NEEDS INCLUDING CONSTRUCTION, OWNERSHIP, LEASING, AND OPERATION. FORM 990, PART VI, SECTION A, LINE 8A CONTEMPORANEOUS DOCUMENTATION OF COMMITTEE MEETINGS - THE ALLIANCE DOES NOT HAVE SEPARATE COMMITTEES, AND AS SUCH, IT DOES NOT HAVE MINUTES OF THOSE MEETINGS. INSTEAD, ALL ACTIONS ARE TAKEN BY THE FULL BOARD, AND MINUTES OF EACH BOARD MEETING ARE RECORDED AND KEPT. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - A DRAFT COPY OF FORM 990 IS REVIEWED BY MANAGEMENT AND MEMBERS OF THE FINANCE COMMITTEE OF CARE ALLIANCE WITH THE ASSISTANCE OF AN OUTSIDE PUBLIC ACCOUNTING FIRM. AFTER ANY CHANGES ARE MADE, AN UPDATED VERSION OF FORM 990 IS E-MAILED TO ALL BOARD MEMBERS FOR COMMENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE VP OF FINANCE OF CARE ALLIANCE AND TREASURER OF ALLIANCE FOR A BRIGHT FUTURE, INC. HAS BEEN IDENTIFIED AS THE INDIVIDUAL RESPONSIBLE FOR MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE VP OF FINANCE AND TREASURER REVIEWS THE ANNUAL DISCLOSURE FORMS OF COVERED PERSONS AND COMPILES AND MAINTAINS A LIST OF POTENTIALLY CONFLICTED ENTITIES AND INDIVIDUALS. THE VP OF FINANCE AND TREASURER FOLLOWS THE PROCEDURES OF THE POLICY TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND THE PROCEDURES FOR ADDRESSING IT. THE VP OF FINANCE AND TREASURER DOCUMENTS THE DECISIONS RELATED TO TRANSACTIONS INVOLVING AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST AND THE APPROPRIATE ACTION TAKEN. SUCH DECISIONS ARE MADE BY INDIVIDUALS WHO DO NOT HAVE A CONFLICT WITH RESPECT TO THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CARE ALLIANCE 1530 SAINT CLAIR AVE CLEVELAND OH 44114 341748776 HEALTHCARE OH 501(C)(3) LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0