flv. lll - Compassionate Friends...flv." lll Ho l-]y"" ll-lrqo..-,.... ] as welL as washington DC...

,.r'"990Dopartm$t ot lho TEsrylntmal B6vquo Sfllca

A Fortlre20lTcalendar or tax

Return of Organization Exempt From Income Taxunder eection 5o1(cl, 527, oiesaz(axrl of lhe tntemal Revonue codc (except private foundal

) Do not enter social security numbers on ttis form as it may be made public'

forand

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D Employer identification number

a' 36-2968329

E Telephone number5 30 -9 9 0- 0010

Gm reeiotg $ 1

numberState of

Hlal ls this a oroup retum

forsuboidinates? DY"" lFl noH(bl tc att guuora,n.,* ,"ouolirl--lYes [_l No

lf "No," attach a list' (see instructions)

l---lApplie-l-Jlls

Psdlng

wrlw. coropao s ionalef, rteada . orE

ization's mission o, *o"t "iggtievlog the deatb "f

a .hfld of "lty "ge

The coDpas8iouaEe Frlead8, Inc.Af,ter a cblIil Dtes - ECF

N.".b"r ."d "tt"et

(or P'0. box f mail is not delivered to streot addross)

P.o. Box 3596

Clty * t.*., state or provinoe, country, and ZIP or foreign postal code

oak Brook, xL 60522

f f.fat* ano aOdress of princip3l e6i6E7'Debble Raubls

I

8Contributionsandgrants{PartM|l'|ine1h),.............'9 Program seruice revenue (Part Mll' line 29) .........

lO Investment income (Part Vlll, column (A)' lines 3,4, and 7d)

1l Other revenue (Part Vlll, column (A), lines 5, 6d' 8c, 9c, 10c, and 'l1e)

12 Total revenue'add lines 8 !ftqqgh !! 7,022,908

13 Grants and similar amounts paid (Part lX' column (A)' lines 1'3)

14 Benefrts paid to or for members (Pan lX, column (A)' line 4) ...........

15 Sataries, other compensation, employ€e benefits {Part lX, column (A)' lines 5'10) .........

l6a Professionalfundraising fees (Part lX' column (A)' line 1le)..........

b Totalfundraising expenses (Part lX' column (D), line 25)

1? Other expenses (Part lX, column (A), lines 1 1 a'1 1d' 11t'24a1

18 Total expenses. Add lines 13'17 (must equal Part lX, column (A), line 25)

19 Revenue less €xpens-6s. Subtraot line 1 8 from I

583 .899

729 ,3L6.1 . {13 .215

N21

n

Total assets (Part X, line 16)

Total liabilities (Part X, line 26)87 . X99

'319 .482

s K. Brorm IIFirm's name ca9ir clouee, LLP

FirmsaOdrgss; 9?2 Ernersor Parlnray, suite A

Greenwoodl, IN 451{3

13

13

0.0.

oooEooocU'.g'to

2 Gheck this box ) if tre organization discontinuEd its operations or disposed of more than 257o of its net assets.

3 Number of voting members of the goveming body (Pat Vl, line 1a)

4 Numberof independentvotingmembersofthegovemingbody(PartM, linelb)...........

5 Total number ol individuals employed in calendar year 2017 (Part V, line 2a)

6 Total number of volunteers (estimate if necessary) ..........-

TaTotalunrelatedbusinessrevenuefromPartVlll'column(C)'|ine12...'.'....from Form 990-T

o5ooE,

450

Year6Et . 480.339,610.

3, 319.

-3{.579.9E9,830.

s0{, 5{9.

624,t97 .

t2E ,7 45 .

-13E,915.

2t6,251 .

30 ,92?.185 _ 330.

n

0.

oootoex|lJ

Sign

Here Rarnbie, Executive Dlrector)ffiPrld

Pr6prrst

Use 0nly

4655{ 0

Fim's EIN 35- 399089 2

Phone no.31?-885-2520

7s2(x)1 1l-28-'17 LHA For Paperwort Reduction Act NotSce, sec tlre scparate Insfuctions. Form (2017)

Formgg0{2017) The compassionate Friends, Inc. 35-2968329 Page2

CheckifScheduleOcontainsaresponseornotetoanylineinthisPartlll.............-..................-................................................... L-l1 Briefly describe the organization's mission:

The Compassionate Friends provides highLy personal cornfort. hope, and

support to every faniJ.y experiencing the death of a son or a daughter

a brother or a sister, or a grandchild, and helps others betEer assistthe grieving fanily.Did the organization undertake any significant program services during the year which were not listed on the

prior Form 990 or 990-EZ?

lf "Yes," describe these new services on Schedule O.

3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?-...-............

4a (coae: _ ) (expense $ Incluotng eEanls q $ ) (nevenue$

through a network of over 500 chapters \dith locations in all 50 stales

lf "Yes," describe these changes on Schedule O.

4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.

Section 501 (cX3) and 501 (c)(4) organizations are required to repod the amount of grants and allocations to others, the total expenses, and

revenue, if anv, for servrce

flv." lll Ho

l-]y"" ll-lrqo

..-,.... ]

as welL as washington DC PuerEo Rico, and Guan, The Compassionate

Friends has been Providing supporE to bereaved farnilies after the death

of a child for four decades.

4b (coae: _ ) (expense $ including grants of $ ) (Revenue $

4c (coae: , (Expenss u including gEnts of $ ) (nevenue$

4d Other program services (Describe in Schedule O.)

including gEnts of $

4e Total proqramserviceexpenses) 838,555' -------Form 9l

732002 11-24-17

23

The compassionatse Friends 36-2968329

ls the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)?

ls the organization required to complete schedule B, schedule of contibutorsl

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for

public office? lf "Yes,' comptete Schedu

Section SOl(cX3) organizations. Did the organization engage in lobbying activities, or have a section 501ft) election in effect

during the tax year? lf "Yes," complete Schedule

ls the organization a section 501(cXa), 501(cXs), or 501(cX6) organization that receives membership dues, assessments, or

simifar amounts as defined in Revenue Procedure 98'19? lf 'Yes," complete Schedule C' Part lll

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to

provide advice on the distribution or investment of amounts in such funds or accounts? /f "Yes," complete Schedule D' Paft I

Did the organization receive or hold a conservation easement, including easements to preserve open space,

the environment, historic land areas, or historic structures? If "Yes,' complete Schedule D, Paft ll

Did the organization maintain collections of works of art, historical treasures, or other similar assets? /f "Yes," complete

Did the organization repod an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for

amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?

Did the organization, directly orthrough a related organization, hold assets in temporarily restricted endowments, permanent

endowments, or quasi-endowments? /f "Yes," complete Schedule D' Part V ....-.......lf the organization's answer to any of the following questions is "Yes," then complete Schedule D, Pads Vl, Vll, Vlll, lX, or X

as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? lf "Yes," complete Schedule D,

Did the organization repod an amount for investments - other securities in Part X, tine\ Z tnat is 5olo or more of its total

assets reported in Pad X, line 16? lf "Yes," complete Schedule D' Part VII .................Did the organization report an amount for investments - program related in Pad X, line 13 that is 5%; or more of its total

assets reported in Part X, line 16? lf "Yes," complete Schedule D, Paft Wll .................Did the organization report an amount for other assets in Part X, line 15 that is 5olo or more of its total assets reported in

Part X, line 16? lf "Yes,".complete Schedu

Did the organization report an amount for other liabilities in Part X, line 25? lf "Yes," complete Schedule D, Paft X

Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses

the organization's liability for uncertain tax positions under FIN 48 (ASC 74O\? lf "Yes," complete Schedule D, Paft X ........-

Did the organization obtain separate, independent audited financial statements for the tax year? /f "Yes," complete

Was the organization included in consolidated, independent audited financial statements for the tax year?

tf "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Pafts X and Xl is optional

ls the organization a school described in section 170(bXIXAXD? /f "yes,' complete Schedule E

Did the organization maintain an office, employees, or agents outside of the United States?

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,

investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000

or more? lf "Yes,' complete Schedu

Did the organization report on Part lX, column (A), line 3, more than $5,000 of grants or other assistance to or for any

foreign organization? /l "Yes, " complete Schedule F, Pafts Il and lV

Did the organization report on Pad lX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to

or for foreign individuals? lf 'Yes,' complete Schedule F, Pafts lll and lV

Did the organization repod a total of more than $15,000 of expenses for professional fundraising services on Part lX,

column (A), lines 6 and 11e? If "Yes," complete Schedule G, Paft I

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part Vlll, lines

l c and Sa? lf "Yes," comqlete

Did the organization repod more than $15,000 of gross income from gaming activities on Part Vlll, line 9a? lf "Yes,"

11

12a

e

t

13

14a

b

15

17

18

19

732003 11-24-17

rorm 990 (zotz)

2Oa

b

21

22

23

24a

b

c

d

25a

b

26

27

2a

a

bc

29

30

31

32

3i!

g

&5a

b

36

37

38

The cornpassionate Friends 36-2968329

(continued)

Did the organization operate one or more hospital facilities? /f "Yes, " complete Schedule H

lf "yes,, to tine 20a, did the organization attach a copy of its audited financial statements to this retum?

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or

domestic government on Part lX, column (A), line 1? /f "Yeg " complete Schedule l, Parts I and ll -..........

Did the organization repod more than $5,000 of grants or other assistance to or for domestic individuals &l

Pad lX, cofumn (A), line 2? lf "Yes," complete Schedule l, Pafts I and lll .-........

Did the organization answer "Yes" to Part Vll, Section A, line 3, 4, or 5 about compensation of the organization's current

and former officers, directors, trustees, key employees, and highest compensated employees? lf 'Yes'' complete

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the

last day of the year, that was issued after December 31, 2O02? lf "Yes," answer lines 24b through 24d and complete

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? ..................

Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? ..............

Section 5O1(cX3), 5o1(c)(a), and 5Ot(cX29) organizations. Did the organization engage in an excess benefit

transaction with a disqualified person during the year? If "Yes," complete Schedule L' Patt I

ls the organization aware that it engaged in an excess benetit transaction with a disqualified person in a prior year, and

that the transaction has not been reported on any of the organization's prior Forms 990 or 99O-Z? lf "Yes," complete

Did the organization -report any amount on Pad X, line 5, 6, or 22lor receivables from or payables to any current or

former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? lf "Yes,"

contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member

of any of these persons? lf "Yes," complete Schedule L' Part lllWas the organization a pany to a business transaction with one of the following parties (see Schedule L, Part lV

instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, or key employee? lf "Yes," complete Schedule L' Paft lV

A famify member of a current or former officer, director, trustee, or key employee? lf "Yes," complete Schedule L, Part lV ...

An entity of which a current or former otficer, director, trustee, or key employee (or a family member thereof) was an officer,

director, trustee, or direct or indirect owner? /f "Yes," complete Schedule L, Part |V.........-...

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation

Did the organization liquidate, terminate, or dissolve and cease operations?

Did the organization sell, exchange,. dispose of, or transfer more than 25%o of rts net assets?/f "Yes," complete

Did the organization own looyo ot an entity disregarded as separate from the organization under Regulations

sections 3O1 .7701-2 and 301 .7701'3? lf "Yes," complete Schedule R' Part I ....:....................

Was the organization related to any tax-exempt or taxable entity? lf 'Yes," complete Schedule R, Paft ll, lll, or lV, and

Paft V, line t ...................Did the organization have a controlled entity within the meaning of section 51 2(bX13)?

lf "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity

withinthemeaningof section512(bX13)? If "Yes,"completeScheduleR,PartV, Iine2

Section 501(cX3) organizations, Did the organization make any transfers to an exempt non-charitable related organization?

lf "Yes,"

Did the organization conduct more than 5% of its activities through an entity that is not a related organization

and that is treated as a partnership for federal income tax purposes? /f "Yes," complete Schedule R, Pan VI

Did the organization complete Schedule O and provide explanations in Schedule O for Part Vl, lines 1 1b and 19?

732004 11-2A-17

rorm 990 (zot z)

Formgg0(20.17) The conpassionate Friends, rnc. 36-2968329 Pages

Check if Schedule o contains a response or note to any line in this Part V n

3a

b

4a

5a

b

c6a

1a EnterthenumberrepodedinBox3of Form1096.Enter'0'if notapplicable.......

b Enter the number of Forms W'2G included in line 'l a. Enter '0- if not applicable

c Did the organization comply with backup withholding rules for reportable payments to vendors and repodable gaming

(gambling) winnings to prize winners?

2a Enter the number of employees repoded on Form W-3, Transmittal of Wage and Tax Statements,

3

filed for the calendar year ending with or within the year covered by this retum

b lf at least one is reported on line 2a, did the organization file all required federal employment tax retums?

Note. f f the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) ..

Did the organization have unrelated business gross income of $1 ,000 or more during the year? ...........

ff ',yes," has it filed a Form 990.T for this year? lf "No," to line 3b, provide an explanation in Schedule O

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a

financial account in a foreign country (such as a bank account, securities account, or other financial account)?

|f'.Yes,..enterthenameoftheforeigncountry:>See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?

Did any taxable party notify the organization that it was or is a pany to a prohibited tax shelter transaction?... ... ....

lf "Yes," to line 5a or 5b, did the organization file Form 8886-T?

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit

any contributions that were not tax deductible as charitable contributions? . ... . ......

lf "Yes," did the organization include with every solicitation an express statement that such contributions or gifts

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? .....................

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..... ..... . . . . . ...lf the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...

lf the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the

sponsoring organization have excess business holdings at any time during the year? ............. ....

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part Vlll, line12 . . .

Gross receipts, included on Form 990, Part Vlll, line 12, for public use of club facilities

13b

a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?

b lf "Yes," did the organization notify the donor of the value of the goods or services pDuiO"d?

c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required

e

tsh

I

9a

b

10

a

b

10a

11 Section 5O1(cX12) organizations. Enter:

a Gross income from members or shareholders

b Gross income from other sources (Do not net amounts due or paid to other sources against

amounts due or received from them.)

12a Section a%7(a)(1) non-exempt charitable busts. ls the organization filing Form 990 in lieu of Form 1041?

b lf "Yes,"entertheamountof tax-exemptinterestreceivedoraccruedduringtheyear .............. . l12b13 Section 5O1(cX29) qualified nonprofit health insurance issuers.

a ls the organization licensed to issue gualified health plans in more than one state?

Note. See the instructions for additional information the organization must repoft on Schedule O

b Enter the amount of reserves the organization is required to maintain by the states in which the

organization is licensed to issue qualified health plans

c Enterthe amount of reserves on hand

14a Did the organization receive any payments for indoortanning services during the tax year? .............

b ff "Yes." has it fifed a Form 720 to report these paymell\s? If 'No'" provide anlf 'No.'

732005 1'l-28-17

Form 990 (2017)

Formgg0(2017) The Courpassionate Friends, rnc. 36-2968329 Paqe6:=@ment'andDisc|osureForeach',yes,.responsetolines2through7bbe|ow,andfora,'No'.response

to tine 8a. 8b. or l Ob below, descibe the circumstances, processes, or changes in Schedule O. See ,nstructlons.

4

5

6

7a

and

Enterthenumberofvotingmembersofthegovemingbodyattheendofthetaxyear..................lf there are material differences in voting rights among members of the governing body, or if the governing

body delegated broad authority to an executive committee or similar committee, explain in Schedule 0.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other

Did the organization delegate control over management duties customarily performed by or under the direct supervision

of officers, directors, or trustees, or key employees to a management company or other person?

Did the organization make any significant changes to its goveming documents since the prior Form 990 was filed?

Did the organization become aware during the year of a significant diversion of the organization's assets?

Did the organization have members or stockholders?

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or

more members of the goveming body? ...........b Are any govemance decisions of the organization reserved to (or subiect to approval by) members, stockholders, or

persons otherthan the governing body? ..........Did the organization contemporaneously document the meetings held or written actions undertaken during the year

Each committee with authority to act on behalf of the goveming body? ...........ls there any officer, director, trustee, or key employee listed in Part Vll, Section A, who cannot be reached at the

If "Yes,' addresses,n ScheduleO

Section Section B information about Dolicies not the Internal Revenue

10aDidtheorganizationhaVe|oca|chapters,branches,ora||iates?b lf "Yes," did the organization have written policies and procedures goveming the activities of such chapters, affiliates,

andbranchestoensuretheiroperationsareconsistentwiththeorganization'sexemptpurposes?................11a Has the organization provided a complete copy of this Form 990 to all members of its goveming body before filing the form?

b Describe in Schedule O.the process, if any, used by the organization to review this Form 990.

12a Did the organization have a written conflict of interest policy? lf "No," go to line 13

b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?

c Did the organization regularly and consistently monitor and enforce compliance with the policy? lf "Yes," describe

in Schedule O how this was done

Did the organization have a written whistleblower policy? ............Did the organization have a written document retention and destruction policy? ..........Did the process for determining compensation of the following persons include a review and approval by independent

persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization's CEO, Executive Director, or top management official

8a

b

9

't3

14

15

a

b

16a

Other officers or key employees of the organization

lf "Yes" to line 15a or 'l 5b, describe the process in Schedule O (see instructions).

Did the organization invest in, contribute assets to, or participate in a ioint venture or similar arrangement with a

lf "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation

in ioint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's

C. Disclosure17

18

ListthestateswithwhichacopyofthisForm99Oisrequiredtob"Rt"o}Section 6'104 requires an organization to make its Forms 1023 (or 1 024 if applicable), 990, and 990-T (Section 501 (c)(3)s only) available

fgr pryblic inspection. Indicate how you made these available. Check all that apply.

ll-l o*n website l--l Anoth"r'" website lll Upon request [--l Otner fexp lain in Schedute o)

19 Describe in Schedule O whether (and if so, how) the organization made its goveming documents, conflict of interest policy, and financial

statements available to the public during the tax year.

20 State the name, address, and telephone number of the person who possesses the organization's books and records: )Debbie Rarrbis - 530-990-0010P.o. Box 3595, Oak Brook, IL 60522

732006 11-2a-'17 see scheduLe O for full list of states Form 990 (2017)

Form990(2017) The compassionate Friends, Inc. 36-2968329 PaqeT

Employees, and Independent ContractorsCheckifScheduleOcontainsaresponseornotetoanylineinthisPartVll ................................................-................-..........-.... Ll

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Repod compensation for the calendar year ending with or within the organization's tax year.

o List all of the orqanization,s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.Enter -0- in columns (D), (E), and (F) if no compensation was paid. !

. List all of the oi.gariilation'd iurrent key employees, if any. See instructions for definition of "key employee."o List the organization's five current highest compensated employe_e_s (other than an officer, director, trustee, or key employee).who_ received report'

able compensation (Box 5 of Form w.z aid/or Box 7 of Form 1 099-MISC) of more than $100,000 from the organization and any related organizations.

o List all of the organization's former officers, key employees, and highest compensated employees who received more than $100'000 of

reportable compensation from the organization and any related organizations.o List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization,

more than $10,000 oireportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees;and former such persons.

l--l cr'ect if neither the related current officer director or trustee.

(A)

Name and Title

(1) Glen LordDirector/President (Part Year)(21 alLie Siurs FranklinDirec tor / Pres ident(3) Barbara A1lenDirector/vice President (Part(4) Brian JanesDirector/Vice President(5) .tacquie Eahdards-MitchellDirec tor / T!easurer(5) Ann KhailaliaDirector/ secretary(7) Roy DaviesDirecto!(8) Debbie DulLabaun

Director(9) Arthur Estrell-aDirector( 10 ) Heiili Ilorsi.eyDirector(11) Marie LevineDirector(12) Tracy MilneDirecEor (Part Year)(13) Tiur lleadows

Di-rector(14) sEeve ParkerDirector(15) Donna Schuurtnan

Director(16) cindy Tart Bovrers

Director(17) Debbie RanbisExecutive Director

year )

(F)

Estimatedamount of

othercompensation

from theorganizationand related

organizations

0.

0.

n

0.

0.

0.

0.

0.

0.

0.

0.

0.

0.

0.

0.

(E)

Reponabbcompensationfrom related

organizationsw-2/1099-M|SC)

(c)Position

(dg not check md6 tha onebox, unls pson is both anoffi€ and a dirstor/trust€)

(D)

Reportablecompensation

fromthe

organization(w.2/1099-MrSC)

732007 11-24-17 rorm 990 eotz)

The Conpassionate Frienals 36-2968329

Section A.(A)

Name and title

(F)

Estimatedamount of

othercompensation

from theorganizationand related

organizations

(18) Alan PedersenExecutive Director (Part year )

(19) Lisa corraoChief operating officer (part year)

Sub-total ........Total from continuation sheets to Part Vll' Section A -,-,-

Total {add lines 1b and 1c)

Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on

fine 1a? lf "Yes," complete Schedule J for such individual

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization

and refated organizations greater than $150,000? If 'Yes,' complete Schedule J for such individual ..

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services

rendered to the /f "Yes. " Schedule J for such

1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from

tion. for the calendar vear endinq with or within the orqanization's

0.

0.

1b

cd

0.0.0.

4

the(A)

Name and business address

2 Total number of independent contractors (including but not limited to those listed above) who received more than

00.000 of

(c)Compensation

(E)

Repodablecompensationfrom relatedorganizations

. w-2/1099-M|SC)

(c)Position

(do not check mr€ than ongbox, unls pson is both anoffi@ and a diretd/trust@)

(D)

Reportablecompensation

fromthe

organization(w.2/1099-MrSC)

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable

Section B. Independent Contractors

73200A 'l'l-28-17

0

rorm 990 1zotz1

trnrmoqn/?oi7\ The Compassionate Friends, Inc. 36-2968329 Page9I vrrrr vvv t4v I r,

fPart Vlll I Statement of Revenuein this Part Vlll

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o

45

Do not tnctude amounts repoded on llnes 6b,7b, 8b,9b, and 10b of Part Vlil.

1 Grants and other assistance

and domestic governments.

to domestic

See Part lV, line 21

2 Grants and other assistance to domestic

individuals. See Part lY ,line 22

Grants and other assistance to foreign

organizations, foreign govemments, and

individuals. See Part lV, lines 15 and 16

7

8

Benefits paid to or for members

Compensation of current officers, directors,

trustees, and key employees

Compensation not included above, to disqualified

persons (as defined under section 4958(fX1)) and

persons described in section 4958(cX3)(B)

Other salaries and wages

Pension Dlan accruals and contributions (include

section 401(k) and 403(b) employer contributions)

9 Other employee benefits

10 Payroll taxes

11 Fees for services (non-employees):

Management

Legal

Accounting

LobbyingProfessional fundraising services. See Part lV, line 17

Investment management fees ........................Other. (lf line 119 amount exceeds 10% of line 25,

column (A) amount, list line 119 expenses on Sch 0.)

Adveftising and promotion

Office expenses

Information technology

Royalties

Occupancy

Travel .........._

Payments of travel or entertainment expenses

for any federal, state, or local public otficials

Conferences, conventions, and meetings ......

lnterest

Pavments to affiliates

Depreciation, depletion, and amortization

Insurance

a

b

cd

e

fs

't2

13

14

't5

16

17

18

19

20

21

22

23

24

a

b

cd

e

25

Other expenses. ltemize expenses n0t coveredabove. (List miscellaneous expenses in line 24e.24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule 0.)

PriutingChapter LeadershiP

All other exoenses

Total functional Add lines 1 through 24e

26 Joint costs. Complete this line only if the organization

reported in column (B) ioint costs from a combined

educational campaign and fundraising solicitation.

Ch@k her6

1,128 ,7 46.

8,512.

20 298 -

3 ,290.2 ,632 .

1 1Rn

tr ,239.

83 ,269.

732010 11-28-17 rorm 990 lzotz;

The compassionate Friends, Inc. 36-2968329

in this Pad X(At

Beginning of year(B)

End of year

oooo

'l Caqh . non-interest-bearino 79,804. 1 90 .377 .

2 Savings and temporary cash investments

3 Pledges and grants receivable, net ........4 Accounts receivable. net

2

32,659 4

5 Loans and other receivables from current and former officers, directors,

trustees, key employees, and highest compensated employees. Complete

Part ll of Schedule L 5

6 Loans and other receivables from other disqualified persons (as defined under

section 4958(f)(1)), persons described in section 4958(cX3XB)' and contributing

employers and sponsoring organizations of section 501(cXg) voluntary

employees'beneficiary organizations (see instr). Complete Pad ll of Sch L ......Notes and loans receivable, net7

6

7

8 lnventories for sale or use L7 717 8y,Iod.9 Prenaid exnenses and deferred charoes 5 021 9

10a Land,buildings,andequipment:costorother | |

basis. Complete Part Vl of Schedule D ..... Foa_.]b Less: accumulated depreciation . .- . ...... . . I 10b I

11 lnvestments - oubliclv traded securities

84 378

or,zoo. lOc 49.570.34 708

239 ,2r4. 11 45 060.

12 lnvestments - other securities. See Pad lV, line 11

13 Investments - program-related. See Part lV, line 11

14 lntanoible assets

12

13

14

15 Other assets. See Pad lV, line 1 1 . ..............-....s

16 Totaf assets, Add lines 1 through 15 (must equal line 34) ....... ,...................

15

405,681 16 2t6 .257 .

,to

J

17 Accounts payable and accrued expenses

18 Grants pavable

oJ,o+z 17 12,937 .

18

19 Deferred revenue 19

20 Tax.exemot bond liabilities 20

2'l Escrow or custodial account liability. Complete Pad lV of Schedule D . . . ..2, Loans and other payables to current and former officers, directors, trustees,

key employees, highest compensated employees, and disqualified persons.

Comolete Pad ll of Schedule L

21

?2

23 Secured mortgages and notes payable to unrelated third parties

Unsecured notes and loans payable to unrelated third parties

Other liabilities (including federal income tax, payables to related third

parties, and other liabilities not included on lines 17'24). Complete Part X of

Schedule D .

24

25

23

24

2t,s57 . 25 1" OOn

26 Totat liabilities, Add lines 17 throuqh 25 87 .L99. 26 30 .927 .

6()a

?@

ltoo(,oo

q)z

Organizations that follow SFAS 1 17 (ASC 958), check here ) | x I and

complete lines 27 through 29, and lines 33 and 34.

27 Unrestricted net assets 306,482 27

28 Temporarily restricted net assets

n Permanently restricted net assets

Organizations that do not follow SFAS 117 (ASC 958), check here ) | |

and complete lines 30 through 34'

30 Capital stock or trust principal, or current funds ..................31 Paid-in or capital surplus, or land, building, or equipment fund ......................32 Retained earninqs. endowment, accumulated income, or other funds -.-.......

13 000 2A 21,800.

29

,la::

30

31

32

33 Total net assets or fund balances

U Total liabilities and net assets/fund balances

3L9,482 33 185,330.406,681 u 2t5 ,257 .

732011 11-2A-17

rorm 990 (zot z)

The Cornpassionate Friends, Inc.of Net Assets

Check if O contains a line in this Part Xl

Total revenue (must equal Part Vlll, column (A), line 12)

Totat expenses (must equal Part lX, column (A), line 25)

Revenue less expenses. Subtract line 2 from line 1

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)

Net unrealized gains (losses) on investments

Donated services and use of facilities

Investment expenses

Prior period adjustments

Other changes in net assets or fund balances (explain in Schedule O)

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,

column (B))

Statements and RepoftingCheck if Schedule O or note to line in this Part

Accounting method used to prepare the Form 990: l--l cash lxl Accrual l--l o1,"t

lf the organization changed its method of accounting from a prior year or checked "Other," explain

Were the organization's financial statements compiled or reviewed by an independent accountant?

lf ,,yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a

separate basis, consolidated basis, or both:

l-_l Separate basis l--l Consolidated basis l--l eoth consolidated and separate basis

b Were the organizatio-n's financial statements audited by an independent accountant?

lf "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,

consolidated basis, or both:

E t"o"*" i""'" l-_l Consolidated basis l--l aotn cpnsolidated an$separate basis

c lf "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,

review, or compilation of its financial statements and selection of an independent accountant?

lf the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit

lf "Yes," did the organization undergo the required audh or audits? lf the organization did not undergo the required audit

in Schedule

36-2968329

0.

1

2

3456

7

89

t0

in Schedule O.

989.830.L,128 ,7 46.<138,915.>

3L9 ,482 .

4 ,7 64.

185,330.

rorm 990 (zotz)

E

2a

3a

7320'12 11-2A-17

OMB No. 1545-0047SCHEDULE A{Form 99O or 99O-EZ)

Departmont of the Tr€surylntqnal Rgvsue Swi€

Public Gharity Status and Public SupportComplete if the organization is a section 501(cX3) organization or a section

4947 (a[1l nonexempt charitable trust.> Attach to Form 990 or Form 99O-EZ. Open to Publio

inspectisn

5D6E7E8f]9E

10 T--l

rl l--l'rz f-]

) Go to www.irs.gov/Form990 for instructions and the latest information.

Name of the Employer identif ication

36-2968329The compassionate Friends Inc.must complete this part.) See instru&ions

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

1 | I A church, convention of churches, or association of churches described in section 170(b)(lXAXil.

2 l--l A schoot described in section lTqbXlXAXii). (Attach Schedule E (Form 990 or 990-EZ).)

g l-_l n nospital or a cooperative hospital service organization described in section 170(bXlXAXiii).

+ l--l R meOical research organization operated in conjunction with a hospital described in section lTqbxf XAXiii)' Enter the hospital's name,

city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part ll.)

A federal, state, or local govemment or govemmental unit described in section 170(bXlXAXv).

An organization that normally receives a substantial part of its support from a govemmental unit or from the general public described in

section 17O(bXtXAXvi). (Complete Part ll.)

A community trust described in section 170{b[1[A[vi). (Complete Part ll.)

An agricultural research organization described in section 170(b[1[A[ix] operated in conjunction with a land-grant college

or university or a non.land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or

university:

An organization that normally receives: (1) more than 331/3o/o of its support from contributions, membership fees, and gross receipts from

activities related to its exempt functions - subiect to certain exceptions, and (2) no more than 33 1/3o/o of its support from gross investment

income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.

See section 5O9(aX2). (Complete Part lll.) *An organization organized and operated exclusively to test for p.ublic safety. Seei section 5O9(aX4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or

more publicly supported organizations described in section 509(a[l) or section 509(a](2). See section 509(aX3]' Check the box in

f ines 12a through 1 2d that describes the type of supporting organization and complete lines 1 2e, 12t, and 129.

a | | Type l. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving

the suppoded organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting

organization. You must complete Part lV, Sections A and B.

b E Type ll, A supporting organization supervised or controlled in connection with its supported organization(s), by having

control or management of the supporting organization vested in the same persons that control or manage the supported

organization(s). You must complete Part lV, Sections A and G'

" l--l Type lll functionally integrated. A supporting organization operated in connection with, and functionally integrated with,

its supported organization(s) (see instructions). You must complete Part lV, Sections A, D, and E.

d n Type lll non-functionally integrated. A supporting organization operated in connection with its supported organization(s)

that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness

_ requirement (see instructions). You must complete Part lV, Sections A and D, and Part V.

e I I Check this box if the organization received a written determination from the IRS that it is a Type I, Type ll, Type lll

functionally integrated, or Type lll non-functionally integrated supporting organization,

f Enter the number of supported organizations ...............Provide the information about

Name of supported

organization

(v) Amount of monotary

support (se€ instructions)(described on lines 1-10

LHA For Paperwork Reduction Act Notice, see the Instuctions for Form 99O or 99O-EZ, tszozl 'to-oa-'tt Schedule A (Form 990 or 990-EZ) 2017

ScheduleA(Form990or990.EZ)2017 I!: 99nt99e:ion.t. Itt.td", It.. 36-2968329 Pase2

(Complete only if you checked the box on line 5, 7, or 8 ot Part I or if the organization failed to qualify under Part lll. lf the organization

fails to qualify under the tests listed below, please complete Part lll.)

Calendar yeat (or fiscal year beginning in))1 Gifts, grants, contributions, and

membership fees received. (Do not

include any "unusual grants.") ......2 Tax revenues levied forthe organ-

ization's benefit and either paid toor expended on its behalf

3 The value of services or facilities

furnished by a govemmental unit tothe organization without charge ...

4 Total. Add lines 1 through 3 .. . .. .

5 The oortion of total contributions

by each person (other than a

govemmental unit or publicly

suppoft ed organization) included

on line 'l that exceeds 2%6 of theamount shown on line 11,

column (f)

3 ,838 ,257 .

3 ,838 ,267 .

151,825.

ling 5 from line 4 3,586,44r.Total

Calendar year (or fiscal year beginning in) >7 Amounts from line 4

8 Gross income from interest,

dividends, payments received on

securities loans, rents, royalties,

and income from similar sources ...

9 Net income from unrelated business

activities, whether or not the

business is regularly carried on

10 Other income. Do not include gain

or loss from the sale of capital

assets (Explain in Part Vl.)

1 1 Total support. Add lines 7 through 10

3 ,838 ,267 .

2! ,597 .

72 ,492 .

3 ,932 ,356.12 Gross receipts from related activities, etc. (see instructions) 1,849,888.

13 Firstfiveyears.lftheFormgg0isfortheorganization'sfirst,second,third,fourth,orfifthtaxyearasasectionS0l(c)(3)this box and

14 Public support percentage for 2Q17 (line 6, column (f) divided by line 11, column (0)o2

"c

15 Public support percentage from 2016 Schedule A, Paft ll, line 14 92.84

16a 33 1/3% support test - 2O17, lf the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and

b 33 1/3% supporttest - 2016, lf the organization did not checka boxon line 13 or 16a, and line 15 is 33 1/3Yo or more, checkthis box

17a 'l@/o -facts-and-circumstances test - 2017. lf the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10%o or more,

and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part Vl how the organization

meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization .... > Eb 1CPlo -facts-and-circumstances test - 2016. lf the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or

more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here, Explain in Pad Vl how the

organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization . > fl18 Privatefoundation, lf theorganizationdidnotcheckaboxonlinel3, 16a, 16b, 17a,or17b,checkthisboxandseeinstructions......... )Ll

Schedule A (Form 990 or 990-EZ) 2017

681.480qoq 1q1 555,889 L,27L,785

35 .089.

732022 10-06-17

SchedufeA(Form990or990.Ez)2o17 rhe conpassionat 36-2968329 Paqe3

(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part ll. lf the organization fails to

under

Calendar year (or fiscal yeal beginning in) )1 Gifts, grants, contributions, and

membership fees received. (Do not

include any "unusual grants.") ......

2 Gross receipts from admissions,merchandise sold or services Per'formed, or facilities fumished in

any activity that is related to theorganization's tax-exempt purpose

3 Gross receipts from activities thatare not an unrelated trade or bus-

iness under section 513

4 Tax revenues levied forthe organ-

ization's benefit and either paid toor expended on its behalf

5 The value of services or facilities

fumished by a governmental unit tothe organization without charge ...

6 Total, Add lines 1 through 5 ... .....7a Amounts included on lines 1 ,2, and

3 received from disqualified persons

b Amounts included on lins iand 3 r@eived

from oth* than disqualifi€d peFons thatox@ed the gr€ts of $5,000 or 1% of tho

amdnt on lin6 13 fd th€ y€r

c Add lines 7a and 7b

8 Public

Calendar year (or fiscal year beginning in) )9 Amounts from line 6

1Oa Gross income from interest,dividends, payments received onsecurities loans, rents, royalties,and income from similar sources ...

b Unrelated business taxable income

(less section 5 l 1 taxes) from businesses

acquired after June 30, 1975

c Add lines 1 0a and 10b .

11 Net income from unrerateJ'6uiinessactivities not included in line 10b,whether or not the business isregularly carried on

'12 Other income. Do not include gainor loss from the sale of capitalassets (Explain in Part Vl.)

13 Total support.6ao tine e, roc, 11, and 12.)

14 First five years. lf the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(cX3) organization,

herec.

15 Public support percentage for 2017 (line 8, column (f) divided by line 13, column (f) .

Public Pad lll. line 15

Section17 Investment income percentagetor20'17 (line 10c, column (f) divided by line 13, column (0)

18 lnvestment income percentage from 2O16 Schedule A, Part lll, line 17

19a 33 1/S/o support tests - 2017. lf the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not

more than 33 1/3o/o,check this box and stop here. The organization qualifies as a publicly supported organization ...... > Eb 93'llg/o support tests - 2016. lf the organization did not check a box on line 14 or line 't9a, and line 16 is more than 331/3o/o, and

fine 18 is not more than gg 1/g%, check this box andstop here. The organization qualifies as a publicly supported organization . . ..... . > | |

2O Privatefoundation. lf theorqanizationdidnotcheckaboxonline l4,lga,orlgb,checkthisboxandseeinstructions......-................. )E732023 l0-06-17 Schedule A (Form 990 or 99O-EZ) 2017

ScheduleA(Form990or99o-Ez)2017 The Conpassionate Friends, Inc. 36-2958329 Paoe4

lPart lV I Suppofting Organizations(Complete only if you checked a box in line 12 on Part l. lf you checked 12a of Part l, complete Sections A

and B. lf you checked 12b of Part l, complete Sections A and C. lf you checked 12c of Part l, complete

and E. lf vou checked Sections A and D, and

A. AII

Are all of the organization's supported organizations listed by name in the organization's goveming Idocuments? lf "No," describe ln Part Vl how the supported organizations are designated. lf designated by

class or purpose, describe the designation. lf histoic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status

under section 509(a)0) or (2)? It "Yes," exptain rn Part Vl how the organization determined that the suppofted

organization was descibed in section 509(a)(1) or (2)'

Did the organization have a supported organization described in section 501(c)(a), (5), or (6)? lf "Yes," answer

(b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)( ), 6), or (6) and

satisfied the public support tests under section 509(a)(2)? If "Yes," descibe in Parlvl when and how the

organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(cX2XB)

purposes? fi 'Yes," explain in PartYl what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? /f"Yes," and if you checked 1 2a or 1 2b in Paft l, answer (b) and (c) below'

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign

suppoded organization? tf "Yes," describe rn Part Vl how the organization had such control and discretion

despite being controlled or supervised by or in connection with its supported organizations.

Did the organizationiupport any foreign supported organization that does not have an IRS determination

under sections 501(c)(Q and 509(a)(1) or (2)? lf "Yes," explain tn Part Vl what controls the organization used

to ensure that all support to the foreign suppofted organization was used exctusively fur section 170(c)(2)(B)

purposes.

5a Did the organization add, substitute, or remove any supported organizations during the tax year? lf "Yes,"

answer (b) and (c) below (if applicable). AIso, provide detail in Partvl including (i) the names and EIN

numbers of the suppofted organizations added, substituted, or rcmoved; (ii) the reasons for each such action;

(iii) the authonty under the organization's organizing document authoizing such action; and (iv) how the action

was accomplished (such as by amendment to the organizing document).

b Type I or Type ll only. Was any added or substituted supported organization part of a class already

designated in the organization's organizing document?

c Substitutions only. Was the substitution the result of an event beyond the organization's control?

6 Did the organization provide suppon (whether in the form of grants or the provision of services or facilities) to

anyone other than (i) its suppoded organizations, (ii) individuals that are part of the charitable class

benefited by one or more of its supported organizations, or (iii) other suppoding organizations that also

support or benefit one or more of the filing organization's supported organizations? lf "Yes," provide detail in

Part Vl.

7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor

(defined in section 4958(oX3XC), a family member of a substantial contributor, or a35%o controlled entity with

regard to a substantial contributor? lf "Yes,' complete Paft I of Schedule L (Form 990 or 990-E4.

8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7?

lf 'Yes," complete Part I of Schedule L (Form 990 or 990-EQ.

9a Was the organization controlled directly or indirectly at any time during the tax year by one or more

disqualified persons as defined in section 4946 (other than foundation managers and organizations described

in section 509(a)(1) or (2\)? lf "Yes"' provide detail in Part Vl'

b Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which

the supporting organization had an interest? lf "Yes," provide detail in Part Vl'

c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit

from, assets in which the supporting organization also had an interest? lf "Yes," provide detail in Part Vl'

ioa Was the organization sublect to the excess business holdings rules of section 4943 because ot section

4943(f) (regarding certain Type ll supporting organizations, and all Type lll non-functionally integrated

supporting organizations)? If "Yes," answer 10b below.

b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to

determine whether the

b

c

b

c

732024 10-06-'17

had excess busrness

Schedule A (Form 99O or 990-EZ) 2017

2017 The Compassionate Friends, Inc.

1 1 Has the organization accepted a gift or contribution from any of the following persons?

a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c)

below, the governing body of a supported organization?

b A family member of a person described in (a) above?

A 35% controlled described in If 'Yes'to

Section B.

Did the directors, trustees, or membership ol one or more supported organizations have the power to

regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the

tax year? tf "No," descibe rn Part Vl how the supported organization(s) effectively operated, supervised, or

controtled the organization's acfMtles. tf the organization had more than one suppofted organization,

describe how the powers to appoint and/or remove directors or trustees were allocated among the suppofted

organizations and what conditions or restrictions, if any, applied to such powers duing the tax year'

Did the organization operate for the benefit of any supported organization other than the supported

organization(s) that operated, supervised, or controlled the supporting organization? /f "Yes," explain in

paftVl how providing such benefit carried out the purposes of the suppofted oryanization(s) that operated,

or controlled the

1 Were a maiority of the organization's directors or trustees during the tax year also a maiority of the directors

or trustees of each of the organization's suppofted organization(s)? If "No," descibe rn Part Vl how control

or management of the suppofting organization was vested in the same persons that controlled or managed

the

Section

35-2968329

c.

1

a

b

c2

a

Did the organization provide to each of its suppoded organizations, 6y the last day of the fifth month of the

organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax

year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the

organization's governing documents in effect on the date of notification, to the e)dent not previously provided?

Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported

organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in ParlVl how

the organization maintained a close and continuous working relationship with the suppofted organization(s).

By reason of the relationship described in (2), did the organization's supported organizations have a

significant voice in the organization's investment policies and in directing the use of the organization's

income or assets at all times during the tax year2 lf "Yes," descibe in Partvl the role the organization's

in this

Check the box next to the method that the organization used to satisfy the lntegral Paft Test duing fhe yea(see instructions),

I I ne organization satisfied the Activities Test. Cornplete line 2 below.

[-] fn" organization is the parent of each of its supported organizations. Completeline 3 betow.

I I fne organization supported a governmental entity. Describe rn Part Vl how you supported a government entity (see

Activities Test. Answer (a) and (b) below.

Did substantially all of the organization's activities during the tax year directly further the exempt purposes of

the supported organization(s) to which the organization was responsive? ll "Yes," then ln Part Vl identify

those supported organizations and explain how these activities directly furthered their exempt purposes,

how the organization was responsive to those suppofted organizations, and how the organization determined

that these activit'es constlfuted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more

of the organization's supported organization(s) would have been engaged in? lf "Yes," explain in Part Vl fhe

reasons for the organization's position that its suppotted organization(s) would have engaged in these

activities but for the organization's involvement'

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or

trustees of each of the supported organizations? Provide detatls tn Part Vl'

Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each

7s2025 10-06-17

lf "Yes." describe in the


17 The Compassionate Friends, Inc. 36-2968329

check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part Vl.) See instructions. All

otherTvpe lll non-functionally integrated supporting o Athrouqh E.

Section A - Adiusted Net lncome(B) Current Year

(optional)

1 Net shod-term

2 Recoveries of distributions

3 Other qross income

4 Add lines 1

5 DeDreciation and

6 Portion of operating expenses paid or incurred for production or

collection of gross income or for management, conservation, or

maintenance of held for income

7 Other

sted Net lncome and 7 from line

Section B - Minimum Asset Amount(B) Cunent Year

(optional)

1 Aggregate fair market value of all non-exempt'use assets (see

instructions for short tax vear or assets held for part of

of securities

cash balances

Fair market value of other -use assets

Total (add lines 't a, 1 b, and 1

Discount claimed for blockage or other

in detail in Part

indebtedness assets

Subtract line 2 from line 1d

4 Cash deemed held for exempt use. Enter 1'1/T/o of line 3 (for g;eater amount,

see

5 Net value assets line

6 Multiply line 5

Recoveries of8

Section C - Distributable Amount Current Year

net income for Section line 8. Column

a

b

.035

1

23456

Enter &5% of line 1

Minimum asset amount for Pri

Enter

lncome tax

Distributable Amount, Subtract line 5 from line 4, unless subiect to

Section B. line 8. Column

of line 2 or line 3

reduction

Check here if the current year is the organization's first as a non-functionally integrated Type lll supporting organization (see

instructions).Schedule A (Form 9€D or 990-EZ) 2017

732026 10-06-17

17 The Compassi.onate Friends, Inc.

Section D -

2 Amounts paid to perform activity that directly furthers exempt purposes of supported

in excess of income from

3 Administrative

4 Amounts Daid to use assers

5 Qualified set'aside IRS

6 Other distributions in Part instructions.

7 Total annual distributions. Add lines 1 through 6.

g Distributions to attentive supported organizations to which the organization is responsive

in Part Vl). See

amount for 2017 from line 6

1O Line 8 amount divided bv line 9 amount

Section E - Distribution Allocations (see instructions)

1 Distributable amount for 2017 from Section C' line 6

2 Underdistributions, if any, for years prior to 2017 (reason-

able cause in Part Vl). See instructions.

3 Excess distributions if anv. to 2017

2013

c From2014

d From 2015

e From2016

f Total of

to underdistributions of

to 2017 distributable

from 201 2 not

Remainder. Subtract lines and 3i from 3f

Distributions for 2017 from Section D,

line 7:

sofamount

c Remainder lines 4a and 4b from 4.

Remaining underdistributions for years prior to 2017, if

any. Subtract lines 39 and 4a from line 2. For result greater

than in Part Vl. See instructions.

Remaining underdistributions for 2017. Subtract lines 3h

and 4b from line 1. For result greater than zero, explain in

Part instructions.

Excess distributions carryover to 2018' Add lines 3j

and 4c.

8 Breakdown of line 7:

a Excess from 2013

b Excess trom2O14

c Excess from 2015

d Excess from 2016

|rom2O17

36-2958329

9

(iii)Distributable

Amount for 2O17


732027 10-06-17

The conpassionate Friencls. Inc. 36-2958329

Provide the explanations required by Part ll, line 'l0; Part ll, line 17a or 17b; P1d lll,.line 'l2:

;"HV, 6;;iiln, ri""" i ,

-2,

3b, 3c, 4b, 4c, 5a, 6, ea, eb- ec, r r i, r_r u, ino t I c; p1l lY: s.e.*ipl' 8,, lll:.: l, T9-?'^lT lY^s."^"l*li,t

il#'il"#ii)l'slt-i"o, iri;JZ iiol;'p]a-ri iv,' s;;,r6; E, iinbs r i za, zi, sa, "nd

go; fart V, rine 1 ; Part V, section B, rine 1 e; Part v,

Section D, fin"" S, b, "nj

8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information'

(See instructions.)

schedule A Part II, l,ine 10, E*pl"tt.tioo fot Oth"t lot'

SpeciaL FR Event Fees

22 .507 .2013 Amountr I

2014 Amountr S 34,699.

0,2017 Amount: I

AalverEising

2013 Anount: S 9,800.

2014 Amountr $ ?an

2015 AmounE: $ 1,550.

MisceLl-aneous Income

2015 Amount: S 1,038.

2015 AmounEr SoRn

2017 Anount: S 448.

732028 10-06-17Schedufe A {Form 990 or 99O-EZI 2017

Schedule B(Form 99O,990-EZ,or 990-PF)Departm€nt ot the Tr€surylntsnal R€vtrue Ssvi€

Name of the organization

Organization type (check one):

Filers of:

Form 990 or 990-EZ

** PUBLIC DISCIJOSURE COPY **

Schedule of Contributors) Attach to Form 99O, Form 99)-EZ, or Form 99O-PF.

) Go to www,irs,gov/Form990 for the latest information.

OMB No. 1545-0047

2017Employer identification number

36,2968329The compassionate Friends Inc.

Section:

lll sot (c)( 3 ) (enter number) organization

Form 990-PF

EEEEE

4947(aX1) nonexempt charitable trust not treated as a private foundation

527 political organization

501 (c)(3) exempt private foundation

4947(a)(1\ nonexempt charitable trust treated as a private foundation

501 (c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.

Note: Only a section 501 (c)(4, (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

l--l Fo, un organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or

propedy) from any one contributor. Complete Parts I and ll. See instructions for determining a contributor's total contributions.

Special Rules

ll Fo, "n

organization described in section 501(cX3) filing Form 990 or 990-EZ that met the 33 1/3o/o support test of the regulations under

sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-E4, Part ll, line 13, 16a, or 16b, and that received from

any one contributor, during the year, total contributions of the greater of (1) $5,000; or (21?:/o of the amount on (i) Form 990, Part Vlll, line t h;

or (ii) Form 990-EZ, line 1. Complete Parts I and ll.

[--l Fo1. un organization described in section 501 (cX|, (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the

year, total contributions of more than $1 ,000 excluslve/y for religious, charitable, scientific, literary, or educational purposes, or for

the prevention of cruelty to child.ren or animals. Complete Parts l, ll, And lll.

l-_l Fo, "n

organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the

year, contributions exclusively tor religious, charitable, etc., purposes, but no such contributions totaled more than $1 ,000. lf this box

is checked, enter here the total contributions that were received during the year lor an exclusively religious, charitable, etc.,

purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively

religious, charitable, etc., contributions totaling $5,000 or more during the year ........ ..>$

Gaution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF)'

but it must answer "No" on Part lV, line 2, of its Form g90; or check the box on line H of its Form 990-EZ or on its Form 990'PF, Part l, line 2, to

certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990'EZ, or 990'PF).

LHA For paperwor{< Reduction Act Notice, see the instructions for Form 99O, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2017)

723451 1'l-01-17

Schedule B (Form 990, 990'EZ, or 990-Pfl (201

Name of otganization

The cornpassionate Friends

Em0loyer idenlifi cation number

36-2958329

(d)

of contribution

Person lx-]Payroll nNoncash E

(Complete Pad ll fornoncash contributions.)

(d)

Type of contribution

Person EPayrotl nNoncash n

(Complete Part ll fornoncash contributions.)

(d)

of contribution

Person EPayroll ENoncash E


(d)




(d)

Type of conkibution

Person EPayroll |__}Noncash f]

(Complete Paft ll fornoncash contributions.)

(d)




Paft I COntribUtOrS (see instructions). Use duplicate copies of Part I if additional space is needed.

(b)

Name, address, andZlP + 4

(b)

address. andZlP + 4


(b)


L7 ,2r5.

(b)

Name, address, and ZIP + 4

(b)


(a)

No,

4

723452 '11-O'l-17

Schedule B (Form 990, 990-EZ, or0t

The Compassionate Friends, Inc.

Fart ll', NOnCaSh PrOperty (see instructions). Use duplicate copies of Part ll if additional space is needed.

36-2968329

(a)

No,fromPart I

(d)

Date received

(d)

Date received

(d)

Date received

{d)Date received

(d)

Date received

(d)

Date received

(b)

Description of noncash property given

(b)

Description of noncash propefi given

(b)

Description of noncash propirty given

(c)

FMV (or estimate)(See instructions.)

(b)


(c)

FMV (or estimate)(See instructions,i

(b)

Description of noncash property given

(c)

FMV (or estimate)(See instructions.)

(b)


Schedule B (Form 990-EZ, or

The compassionate Friends, Inc.EAVtUttYCtt rerrurwgetthe year fr6m antone contrib[tor. Complete columns (a) through (e) and the following line entry. For oreaniations

@mpt€ting part lll, ent€r the total of €xclusiv€ly religious, charitable, etc., contributions of $1,000 or ls ior the y€r. (Enter his info.0nce.)

Part lll ifUse

35-2968329

>$

a(d) Description of how gift is held

(e) Transfer of gift

Transferee's name,

Transferee's

Transferee's name, addres

and ZIP + 4

andZlP + 4

of transferor to transferee

from (d) Description of how gift is heldI

(e) Transfer of gift+

to transferee

(d) Description of how gift is held


of transferor to

from (d) Description of how gift is held

of transferor to transferee

(c) Use of gift

(c) Use of gift

723454 11-01-17

Transferee's address andZlP + 4


Schedule B (Form 990, 990-EZ, or 990-PF) (2017)

SCHEDULE D(Form 990)

Departrnent of the Tr€surylntqml Revsue Swi@

Supplemental Financial Statements) Gomptete if the organization answered "Yes" on Form 99O'-

pi* tV, f i;re 6, 7, 8, 9, 10, 11a, 11b, 11c, 'l1d, 1 1e, 1 'lf, 12a, or 12b') Attacn to Form 990. Ope-n to Public

Inspection

Employer identif ication number36-2968329

OMB No. 1545-0047

l--l No

Name of the organizationThe compassionale Friends, Inc.

g Complete if the

answered "Yes" on Form 990, Part lV line 6(b) Funds and other accounts

Total number at end of year

Aggregate value of contributions to (during year)

Aggregate value of grants from (during year)

Aggregate value at end of year ..........Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds

l--'l Y""are the organization's property, subject to the organization's exclusive legal control?

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only

for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring

1

23

4

5

instructions and

answered "Yes" on Form 990, Part lV, line 7if the

I Purpose(s) of conservation easements held by the organization (check all that aPPIY).

l---l preservation of land for public use (e.g., recreation or education) !l Preservation of a historically important land area

l--l protection of natural habitat | | Preservation of a ceftified historic structure

l--l Preservation of open space

2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a coJ]jPry,Slon easeme4

day of the tax year.

Total number of coniervation easements

Total acreage restricted by conservation easements

Held atthe End ofthe TaxYeal

a

bcd

Number of conservation easements on a certified historic structure included in (a) ...1.........

Number of conservation easements included in (c) acquired after 7 /}UOA, and not on a historic structure

year )NumberofstateswherepropertysubiecttoconSerVationeasementis|ocated>=Does the organization have a written policy regarding the periodic monitoring, inspection, handling of

violations, and enforcement of the conservation easements it holds? .. ... l--l Y"" l-_XoStaff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year

>$Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(hX4XB)(i)

ln Part Xlll, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and

include, if applicable, the te)d of the footnote to the organization's financial statements that describes the organization's accounting for

comolete if the answered "Yes" on Form 990, Part lV, line 8.

lf the organization elected, as permitted under SFAS 1 16 (ASC 958), not to report in its revenue statement and balance sheet works of art,

historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of publicservice, provide, in Part Xlll,

the text of the footnote to its financial statements that describes these items.

lf the organization elected, as permitted under SFAS 116 (ASC 958), to repod in its revenue statement and balance sheet works of art, historical

treasures, or other similar assets held for public exhibition, education, or research in fudherance of public service, provide the following amounts

relating to these items:

(i) Revenue included on Form 990, Part Vlll, line 1 >$(ii) Assets included in Form 990, Part X ....... > $

2 lf the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide

the following amounts required to be reported under SFAS 1 16 (ASC 958) relating to these items:

a Revenue included on Form 990, Part Vlll, line 1 >$b Assets included in Form 990, Part X $

4

5

LHA For Paperwork Reduction Act Notice, see the lnstructions for Form 990.

732051 10-09-17

Schedule D {Form 990) 2017

The compassionate Friends, Inc 36-2968329

Simiiilssetsr,of Art. Historical3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items

a

b

c4

5

(check all that apply):

| | Public exhibitionf-l s"nouay research

d | | Loan orexchange programs

" l--l oth",l--l Preservation for future generations

provide a description of the organization's collections and explain how they further the organization's exe*lpt purpose in Part Xlll

During the year, did the organization solicit or receive donations of art, historicaltreasures, or other similar assets

sold to raise maintained as

Escrow Arrangements. Complete if the organization answered "Yes" on Form 990, Part lV, line 9, or

reported an amount on Form 990, Part X, line 21.

1a

b

ls the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included

on Form 990, Pad X? ......... .......lf "Yes," explain the arrangement in Part Xlll and complete the following table:

Beginning balance

Additions during the year

Distributions during the year

Ending balance

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

in Part Xlll. Check here if the explanation has been provlcled on

if the answered "Yes" on Form 990, Part lV, line 10.

Beginning of year balance

Contributions .......................Net investment eamings, gains, and losses

Grants or scholarships ..........Other expenditures for facilities

ano programs

Administrative expenses

End of year balance

Provide the estimated percentage of the current year end balance (line 19, column (a)) held as:

Board designated or quasi-endowment > 100.00 %

Permanent endowment )Temporarily restricted endowment )The percentages on lines 2a,2b, and 2c should equal 1 00% .

Are there endowment funds not in the possession of the organization that are held and administered for the organization

by:

(i) unrelatedorganizations

b lf "Yes" on tine 3a(ii), are the related organizations listed as required on Schedule R? ........ .........

cd

e

f2a

%

1a

b

cde

Ig

2

a

b

c

3a

2,029 ,45s.

362 ,04t.94 ,134.

15,554.2,280,808.

2,3r8 ,99L 2,280 ,808.2 ,349 .3s7 . 2,22t,447 .

101,10017,015.153.308 L4 I tZLL.347 ,L30.105,528 94,405

L07 .877L3 ,770.

2.349 .357 4,ZaL,+Ct. 2 318 9912 513 553

Description of property

1a Land

b Buildings

c Leaseholdimprovements

d Equipment

Add lines 1a

answered "Yes" on Form Part lV, line 1 1a. See Form 990, Pad line {0(d) Book value

49 ,670.

49 .670.Schedule D (Form 990) 2017

732052 10-09-17

Form 990. Paft line lOc

ScheduleD(Formggo)2017 The Conpassionate Friends, Inc. 35-2968329 Paqeo

FertTllllnvestments - Other Securities.Complete if the answered "Yes" on Form 990, Pad lV, line 11b. See Form 990, Pad X, line 12

SeCUrity 0f Categ0fy (ncluding name of security) valuation: Cost or end.of-year market value

(1) Financial derivatives

(2) Closely-held equity interests

(3) Other

b) must eoual Form 990. Part X, col. (B) line 1

- Programte if the "Yes" on Form Paft lV. line 11c. See Form

(a) Description of (c) Method of valuation: Cost or end-of-year

F.rm 990. part X, col. (B) tine 13.) >Assets.

if the answered "Yes" on Form 990, Part lV, line 1'ld. See Form 990, Part X, line 15

(a) Description (b) Book value

Paft X. col. (B) line 1

answered "Yes" on Form 990, Part lV, line 1 1e or 1 1f . See Form 990, Part X, line 25.

Description of liability

Federal income taxes

capital Lease Obligation

must equal Form 990, Paft X, col. (B) line 25

2. Liability for uncertain tax positions. In Part Xlll, provide the text of the footnote to the organization's financial statements that reports the

orqanization's liabilitv for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been Frovided in Part Xlll ESchedule D (Form 99O) 2017

73205s 10-09-17

SchedufeD(Formgg0)z0l7 The Conpassionate Frienals, Inc. 36-2968329 Paqe4

Comolete if the oroanization answered "Yes" on Form 990, Part lV' line 12a.

1 Total revenue, gains, and other support per audited financial statements

2 Amounts included on line 1 but not on Form 990, Part Vlll, line 12:

Net unrealized gains (losses) on investments

Donated services and use of facilities

Recoveries of prior year grants

Other (Describe in Pad Xlll.)

Add lines 2a through 2d

Subtract line 2e from line 1 .............Amounts included on Form 990, Part Vlll, line 12, but not on line 1 :

Investment expenses not included on Form 990, Part Vlll' line 7b .....

Other {Describe in Part Xlll.)

Add lines 4a and 4b .........must eoual Form l. line 1

perif the answered "Yes" on Form 990 Part lV, line 12a.

Total expenses and losses per audited financial statements ........

Amounts included on line 1 but not on Form 990, Part lX' line 25:

Donated services and use of facilities -..............Prior year adjustments

Other losses

Other (Describe in Part Xlll.)

Add lines 2a through 2d

Subtract line 2e from line 1

Amounts included on Form 990, Paft lX, line 25, but not on line 1:

Investment expenses not included on Form 990, Part Vlll, line 7b ...,...............

Other (Describe in Part Xlll.) . ., . : .. .

Add lines 4a and 4b .........

764

1,153,304.

773,474.989,830.

0,

989,830.

!,297 ,456.

168,710.t,L28 ,7 46.

7,L28 ,7 45.0.

ofAdd

a

bcd

e

34

a

b

c

1

2

a

bcd

e

34

a

b

c3 and must eoual Fom 990. Paft I. line 1

Provide the descriptions required for Part ll, lines 3, 5, and 9; Part lll, lines 1a and 4; Part lV, lines 1b and2b: Part V, line 4; Pad X, line 2; Pad Xl'

lines 2d and 4b; and Part Xll, lines 2d and 4b. Also complete this part to provide any additional information.

Part v, line 4:

The endovment fund is maintained by TCF Foundation Inc., a lelated

67 752

organization. The inteniled use for endowment fund is to gupport the

mission of The Compassionate Friends, Inc. All amounts uDlestricteil by

donors becone board-designated for the uLtirnate benefit of The

conpassionate Friends, Inc.

ParE xI, Line 2d - Other Adjustnents:

55 562.special event expenses

Cost of goods sold 33,500,

Total t'o Schedule D,

732054 10-09-17

Part XI, Line 2d 67 ,162.

Schedule D (Form 990) 2O17

36-2968329 _PaSe5_

I Part XIll I Supptemental Information (contrnued,)

Part XII, Line 2d - Other Adjustnents:

cost of goods sold 33_500.

Special event expenses 33 ,562. I

Total !o ScheduLe D, Part XII, Line 2d 67 .!62.

732055 10-09-17

Schedule D (Form 990) 2017

SCHEDULE G(Form 99O or 99O-EZ|

Department of th€ Tr€surylntsnal Revmue Swi@


Supplemental Information Regarding Fundraising or Gaming ActivitiesComplete if the organization answered "Yes" on Form 99O, Part lV, line 17, 18, or 19, or if the

organization entered more than $15,0OO on Form 990-EZ, line 6a') Attach to Form 99O or Form 99O-EZ'

OMB No. 1545-0047

number

Open to Publiclnspection

The Cotnpassionate Fliends 36-2958329

Fundfaising Activities. Complete if the organization answered "Yes" on Form 990, Part lV, lhe 17. Form 990'EZ filers are not

required to complete this Part.

1 Indicate whether the organization raised funds through any of the following activities. Check all that apply.

" [--l u"it solicitations " L] Soticitation of non-govemment grants

b I I Intemet and email solicitations f L--J Solicitation of govemment grants

" l--l Phon" solicitations g | | Speciat fundraising events

d [---l ln-person solicitations

2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or

key employees listed in Form 990, Part Vll) or entity in connection with professional fundraising services? l--l Y""b lf "yes,"listthelOhighestpaidindividualsorentities(fundraisers)pursuanttoagreementsunderwhichthefundraiseristobe

compensated at least $5,000 by the organization.

(i) Name and address of individualor entity (fundraiser)

l--l ruo

(vi) Amount paidto (or retained by)

organization

3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration

or licensing.

LHA For Paperwork Reduction Act Notice, see the lnstructions for Form 99O or 990-EZ.

732081 09-13-17

Schedule G (Form 990 or 99O-EZ) 2017

o

oo 1 Gross receiots

(a) Event #1

lemorial walk

(b) Event #2 (c) Other events

None(d) Total events

(add col. (a) through

col. (c))(event type) (event type) (total number)

89 ,657 .

3

89,55?.

2

3

Less: Contributions .............. .

Gross income fline 1 minus line 2)

89.657 89,657.

ooocox

t,u

oEE

4 Cash Drizes

5 Noncashprizes ......................

6 RenVfacility costs .................

7 Food and beverages

8 Entedainment

9

10

11

Other direct expenses

Direct expense summary. Add lines 4 througl

Net income summarv. Subtract line 10 from I

33.562 33 562

9 in cohrmn (d) 33 ,562

ne 3, column (d) <JJ 552

Pan lrl Complete if the organization answered "Yes" on Form 990, Part lV, line 19, or reported more than

Schedulec(Form99oor99o.Ez)2017 The Conpassionate Friends, Inc. 36-2958329 .,, Paqe2;'onForm99o,Part|V,|ine18,orreportedmorethan$15,000

of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000'

$15,000 on Form 990-EZ, line 6a.

9Enterthestate(s)inwhichtheorganizationconductsgamingactiVitie..a ls the organization licensed to conduct gaming activities in each of these states? ........... | | Yes | | No

b lf "No," explain:

fO"b lf "Yes," explain:

(d) Total gaming (add

7320A2 09-13-'17 Schedufe G {Form 990 or W-EZI2017

Sc;duleG(Formgg0orggO-EZ2017 The compassionate Friends, Inc. 35-2958329 rPaoe3

11 Does the organization conduct gaming activities with nonmembers?............... | | Yes | | No

12 ls the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed

13 lndicate the percentage of gaming activity conducted in:

[-_l y." l-_l ruo

a The organization's facility lrs"l %

lrcbf %

14 Enter the name and address of the person who prepares the organization's gaming/special events books ihd records:

Name )

Address )

1sa Doestheorganization haveacontractwithathird partyfromwhomtheorganization receivesgaming revenue?....... ... l--l Y"" [-l Ho

b lf "Yes," enter the amount of gaming revenue received by the organization ) $ and the amount

of gaming revenue retained by the third pady ) $

c lf "Yes," enter name and address of the third party:

Name )

Address )

16 Gaming manager information:

Name )

Gaming manager compensation ) $

Description of services provided )

[-_.l Director/officer l--l Emptoyee l--l lndependent contractor

17 Mandatorydistributions:

a ls the organization required under state law to make charitable distributions from the gaming proceeds to

b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the

organization's own exempt activities d

lPart lvl Supptemental Information. Provide the explanations required by Part l, line 2b, columns (iii) and (v); and Part lll, lines 9, 9b, 10b, 15b,

15c. '16. and 17b, as applicable. Also provide any additional inf6rmation. See instructions.

732083 09-13-17 Schedule G (Form 990 or 99O-EZ) 2017

schedulec(Formggoorggo-E4 . The conpassionate Frienils, Inc. 36-2958329 Paoe4

iFarflYl Su pplementa | | nf orm ati ort (c o nti n u ed)

7320A4 04-01-17

Schedule G (Form 99O or 990-EZ)

SCHEDULE M(Form 990)

D€partment of tho Tr@surylntqnal Rev$ue Service


Noncash Gontributions

Gomplete if the organizations answered "Yes" on Form 99O' Part lV, lines 29 or 3O.

Attach to Form 99O,

The compassionate Friends

OMB No. 1545-0047

Open To PublicInspection

number

36 -29 68329

Method of determiningnoncash contribution amounts

1

2

3

4

5

6

7

I9

10

11

Ad - Works of art ......_..

Art - Historical treasures

Art . Fractional interests

Books and publications ....... .

Clothing and household goods

Cars and other vehicles

Boats and olanes

lntellectual property

Securities - Publicly traded

Securities - Closely held stock .....,........Securities - Partnership, LLC, or

trust interests

12 Securities - Miscellaneous

13 Qualifiedconservationcontribution'Historic structures

Qualified conservation contribution - Other

Real estate - Residential

Real estate - Commercial

Real estate-OtherCollectibles

Food inventory

Drugs and medical supplies ...

Taxidermy

Historical artifacts

Scientific sDecimens

Archeological artifactsI tetnsOther ) 1 Auction

26 Other )27 Other )28 Other )29 Number of Forms 8283 received by the organization during the tax year for contributions

for which the organization completed Form 8283, Part lV, Donee Acknowledgement .........

30a During the year, did the organization receive by contribution any property reported in Part l, lines 1 through 28; that it

must hold for at least three Vears from the date of the initial contribution, and which isn't required to be used for

exempt purposes for the entire holding period?

lf "Yes," describe the arrangement in Pad ll.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions?

b lf "Yes," describe in Part ll.g' lf the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

ribe in Pad ll

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.

14

15

16

17

18

19

20

21

22

23

24

25

b

31

32a

Form 990, Part Vlll, line 1

732141 09-07-17

Schedule M (Form 99O) 2017

ScheduleM(Formggo)2o17 The Conpassionate Friends, Inc. 35-2968329 Page2

I Part ll I Supplemental Information. Provide the information required by Part l, lines 3Ob, 32b, and 33, and whether the organizationts repontng rn Part l, column (b), the number of contributions, the number of items received, or a combination of both. Also completethis part for any additional information.

Schedule U, Part I, Column (b):

The nurnber of contrlbutions reporEed is the number of contributions

made- not the number of ltens donated.

732-142 09-07-17 Schedule M (Form 990) 2017

SCHEDULE O(Form 99O or 990-EZ)

Department of the Treasurylntqnal R6vdue S*i€


Supplemental Information to Form 990 or 990-EZ- Complete to provide information for responses to specific questions on

Form 99O or 99O-EZ or to provide any additional information'

OI/B No. 1545-0047

Op.ento'Fublic!n

Employer identification number36-2968329

) Attach to Form 99O or 990-EZ'the

The compassionate Friends

Forn 990, Part vI Section A, line 1:

The Executive CommitEee is composed of the Personnel Conmittee Chair and

Ehe officers of the corporaEion, namely the secretary, Treasure!,

Pres ident Vice President, Executive Director, and Chief Operating Officer.

The President of the Corporation is the Chair of the corunittee. The

Executive Corunittee has authority to act on behalf of the Board of

Directors between meetings on matters requiring irnrnediate attenEion. The

Secretary informs alL members of the Board promptly of any action taken by

Ehe Executive Committee outside meetings of the full Boaril.

Form 990 Part vI, Section A, line 5:

The organizalion does not have ownership shares, but all chapters have the

opportunity to vote for board of directors members.

Form 990- Part vr Sectlon A, line 7a:

Annually the chapters vote by bal1oE on open board positions. These votes

are sent in sealed envelopes to lhe nalional office, where the counting

procedures are performed in accordance with designated guldeLines. The

board also votes to fill openings for appointed menbers in accordance r.vith

procedures estabLished in the by-Iaws.

Forrn 990, Palt vI, Section B, line 11b:

Forrn 990 is prepared by an independent cPA firrn. The board has designated

bhe primary and preliminary responsibiltty for the preparalion, detail

review and approvaL on the 990 to the Executive Director. A copy of the 990

is subnitted to all board members prior to filing.LHA For Paperwork Reduction Act Notice, see the lnstructions for Form 99O or 99O-EZ.

732211 09-07-17

Schedule O (Form 99O or 990-EZ) (2017)

O (Form 990 or

Name of the organization Employer identification number36-2968329The compassionate Fri-ends, Inc.

Forn 990 Part VI, Section B, Line 12c:

on an annual basis, the Board and Officers sign a conflict of interest

statement. Signed statements are reviewed by the Executlve Committee of the

Board. During the course of the year, as natters of potential conflict

arise and are disclosed, the governing boily will discuss the issues andl

vote on them. without the inlerested person present. Records of proceedings

are docurnented in the tninuEes of the governing board and al'L connittees

with board-delegated powers.

Forrn 990, Part VI, section B, tine 15:

The independent Board. is to perform periodic teviews of the Executive+

Director's compensation, between which the length of tinle is not to exceed

one year. The reviews are to include consideration of whether compensation

arrangements and benefits are reasonable based on competeuE survey

infornation and the result of arm's lenqth barqaining. In conducting such

reviews, Ehe Board may use lhe services of outside advisors. These

decisions are documented in the minutes, and the process was last cotopleted

cluring the tax year.

Forrn 990, Part vI, Section B, Line 15b: The coo's compensation is approved

by the Board Treasurer and comparabillty alata is used. The approval process

is documented in the Board minutes and was cornpleted iluring the tax year.

Forn 990, Par! VI, r,ine 17, List of States receiving copy of Forn 990:

AK,AL,AR,CA,CT,FI,,GA,II,,KS,MD,I{A,I4I,MO,NH,NJ,NY,NC,OH,OK,OR,PA,RI,SC,TN,TX

uT,vA,wI,wv

7322't2 09-07-17 Schedule O (Form 99O or 99O-EZ) (2017)

990 or

Name of the organization Employer identification number35-2968329The compassionate Friends

Forrn 990 Part vI, Section C, Line 19:

The organizalion' s governing documents conflict of interest PoIicy and

financial statements are made available upon request.

Forur 990 Part XII Line 2c:

The organization's Finance connittee assumes responsibility for

oversight of the audit of its financial slatements and selection of its

independent accountant. This process has not changed since the prior

year.

732212 09-07-17 Schedule O (Form 990 or 99O-EZ) (2017)

SCHEDULE R(Fqm S9Ol

Oed''MtdSeTrq

Nme ot ths organization

(a)

Nme, address, and EIN (f applicable)of disregarded entity

Related Organizations and Unrelated Partnerships> Complete if the o.ganization answqed 'Y::""#;Sf, t-t lv, lin6 3:t, 34, 35b, 36, d 37'

The Conpassionate Friends, Inc.

OMBNo 1545-Oq7

2017id.Public

Employ6r id€ntilication number36 -2968329

f)Direci conlrolling

entity

psit Ltl:'Xf:'"Ta:Jr*??;:1IT;:I..o, Orsanizations. Complete if the orsmization answerEd 'Yes' on Form 990, Part lV, lin€ 34, b€caus€ it had on€ or mor€ rerated td'exompl

{a}Name, address, and EIN

of relaled organization

TcF Foudatlon- Inc. - 35-43?3348

oak Brook. LL 50522

Fq Papswqk REduction Act Notice, sso the tnsbuctions tq Form 9€o.

732161 os-1r-17 LHA

Schedule R (Fqm 99o) 2017

P*t I td€ntification ot Disregaded Entities. Compl€te if the organization aswer€d 'Ys' on Fqm 990, Part lV, line 33.

lDg orgaalzatloD

schsduleR(Fomggo)2o17 The conpasslonate Frlendg, rDc. 36-2968329 Page2

p-t'i lt::f:ti*'noJ#.1;j'::i?:1*'i"x'f::,T"??'i:"t;:ftn6rship' compret€

(a)

Name, address, and EINof r€lat6d orgilization

edtv ldentifcationof RelatedOrgorganizations treatod as a corporation or trust during lho lu yea.

(a)

Name, address, and EiNof relatod organization

Schedule R (Fqm 9OO) 2Ol7

(i)

s12(bx13)

ScheduleR(Fomggo)2o17 The coppaeslonate Frterds, IDc. 36-2968329 Paq€3

patV Transactions \rvilh Rolated Organizations. Complete if the orgilization answered 'Yes' on Fom 990, Part lV, line 34, 35b, q 36.

Note: Compleie line 1 if my €ntily is listed in Parts ll, lll, or lV ot this $heduls.

1 During the td yea, did th€ orgilizalion engage in any of the following trasciions with ss q mqe related organizations listed in Parts ll'lv"

a R@aiptof(ilinterest,(ii)ilnuities,(iiilroyatties,or{iv)rentfrmacontrolledentity.......b Gift, grant, or capital contlibution to relatod organizalion(s) .........c Gift, grilt, or capital contribtdion from related organizatiff(s) ......

d Loils or loan guarante$ to or tor rglaied orgilization(s) ............e Loms or loan guarill€es by relatod orgaization(s) ....

f Dividends from rslaled orgilization(s)g Sal€ af NEis to related organization(s) ......................h Purchase ot assots from r€lated orgeization(s) . . . . . . . . . .

i Exchilge of assets with related organization(s) . . . . . . . . . .

i Lease of facilities, equipment, or oth€r assets to relal€d organization(s)

k L€as€ of faciliti€s, €quipment, or other assets f.om relat€d organization(s)

I Performance ot seryices or m€mbership or fundraising solicitations for r€latgd orgaizatiq(s)

m Performanco of seryic€s or membership or fundraising soliciiations by related qganiation(sl

n Sharing of tacilities, equipment, mailing lists, or other as$ts with related orgdizatiff(s)

o Sharing of paid employss with rslated organizatis(s)

p Reimbursem€nt pajd to related orgeization(s) for expens€s

q Reimbur$m€nl paid by relaled organizatim(s) for €xpenses

Other transt€r of cash or properly to rglalod organization(s)

transfgr of csh or

ths answ€r to anv of thg abovs is 'YEs.' s@

(alName of r€lated organization

1rcF FoundalLoo- IDc.

T€F FouDdation

TCF FoundatloD- IDc.

TCF Fouodatlon

7321S @-11-17

(d)Method of d€t€rmining amunt involved

Schedule R {Fqm 9oo} 2o17

Scheduls R (Fomggo) 2017 the Co&pasElonate frlends, Iuc. 36-2958329 Paq€ 4

pirt.Vl Uretated Organizations Taxable as a P4tnership. Comdete if the orgaization answer€d 'Ys' on Fom 99O, Part lV, line 37.

Providethefol|owinginfomationfor9achEntitytd€dasapartnershipthroughwhichlheqgaizatimcmductedmqethsthat was not a relal€d qgeization, S@ instructions regarding €xclusion fd @rtain investreni partnerships.

(a)

Name, address, and EIN

of entity

Schedule R (Fdm 9go) 2017

7321il S-11-17

scheduleR(Formggo)2o17 The Conpassionate Frienals, hc. 35-2958329 Paqes

I Part Vll lSupplemental Information.Provide additional information for responses to questions on Schedule R. $e instructions.

732165 09-11-17 Schedule R (Form 990) 2017

rorm 8868(Rev. January 201 7)

Department of the Tr€surylntsnal Revflue Swi€

Application for Automatic Extension of Time To FileExempt Organization Return

) File a separate application for each return.

) fnformation about Form 88618 and its instructions is at www.iis.9ovlform8868

Efectronic filin g (e-file). You can electronically file Form 8868 to request a 6-month automatic elitension of time to file any of the

forms listed below with the exception of Form 8870, Information Retum for Transfers Associated With Certain Personal Benefit

Contracts, for which an extension request must be sent to the IRS in paper format (see instructions). For more tetails on the electronic

fifing of this form, visit www. irs.govlefile, click on Charities & Non-Profits, and click on e-file lor Charities and Non-Profits.

OMB No. 1545-1709

Automatic 6-Month Extension of Time. Only submit original (no copies needed).

All corporations required to file an income tax retum other than Form 990-T (including 1 120-C filers), partnerships, REMlCs, and trusts

must use Form 7004 to request an extension of time to file income tax retums.

Enter filer's

Type orprint

File by th€due date lqfiling yourretum. 5o6instructions.

Enter the Retum Code for the retum that this application is for

Applicationls ForForm

Form 990-BL

Form4720

Form 990-PF

Form 990-

Form 990-T other than

City, town or post otfice, state, and ZIP code. For a foreign address, see instructions.oak Brook, IL 50522

number

Employer identification number (ElN) or

36-2968329

Social security number (SSN)

Return

Code

for each return)

10

11

12

o Thebooksareinthecareof ) P.O. Box 3696 Oak Brook tr, 60522

TelephoneNo.) 630-990-0010 FaxNo. ). lf the organization does not have an office or place of business in the United States, check this box ........... > E. lf this is for a Group Retum, enter the organization's four digit Group Exemption Number (GEN) _ . lf this is for the whole group, check this

box > f] . lf it is for part of the group, check this box ) f] and attach a list with the names-aiffi of all members the extension is for.

I I reouest an automatic 6-month extension of time until Novernbe! 15 , 2 018

for the organization named above. The extension is for the organization's retum for:, to file the exempt organization retum

)lX fcalendaryear 20t7 s7

> | | tax year beginning _ . and endino

eason: ffi2 lf the tax vear entered in line 1 is for less than 12 months, check reason:

in accoun

lf this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any

nonrefundable credits.

b ll this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any retundable credits and

estimated tax made. lnclude t allowed as a credit

c Balance due, Subtract line 3b from line 3a. Include your payment with this form, if required,

EFTPS

Caution: lf you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-EO and Form 8879-EO for payment

instructions.

LHA For Privacy Act and Paperwork Reduction Act Notice' see insfuctions. Form 8868 (Rev. 1-2017)

tl0.

0.

0.

Name of exempt organization or other filer, see instructions.

The Compassionate Priends, Inc.Number, street, and room or suite no. lf a P.O. box, see instructions.P.o. Box 3695

Debbie Rarrbis

723A41 04-01-17

flv. lll - Compassionate Friends...flv." lll Ho l-]y"" ll-lrqo..-,.... ] as welL as washington DC...

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Transcript of flv. lll - Compassionate Friends...flv." lll Ho l-]y"" ll-lrqo..-,.... ] as welL as washington DC...