Civic Intelligence

Lifebridge Community Services Inc.

990 • Fiscal year 2016 • EIN 06-0646974

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 21, 2017

475 Clinton AveBridgeport, CT 06605

(203) 368-4291

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.32x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.16x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

39th percentile

0.2%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$204,604

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

18th percentile

-4.8%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

4.5%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$5,499,310

Down $274,764 (-4.8%) from 2015

Net Assets

Down

$3,717,224

Down $107,496 (-2.8%) from 2015

Liabilities

Down

$1,782,086

Down $167,268 (-8.6%) from 2015

Revenue

Up

$10,855,444

Up $465,532 (+4.5%) from 2015

Expenses

Up

$10,834,626

Up $45,974 (+0.4%) from 2015

Net Income

Up

$20,818

Up $419,558 (+105%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,226,626Liabilities 2011: $1,772,151Net Assets 2011: $4,454,4752011Assets 2012: $6,135,505Liabilities 2012: $1,781,156Net Assets 2012: $4,354,3492012Assets 2013: $5,922,830Liabilities 2013: $1,496,005Net Assets 2013: $4,426,8252013Assets 2014: $6,035,159Liabilities 2014: $1,748,719Net Assets 2014: $4,286,4402014Assets 2015: $5,774,074Liabilities 2015: $1,949,354Net Assets 2015: $3,824,7202015Assets 2016: $5,499,310Liabilities 2016: $1,782,086Net Assets 2016: $3,717,2242016Assets 2017: $5,811,898Liabilities 2017: $2,084,912Net Assets 2017: $3,726,9862017Assets 2018: $4,832,780Liabilities 2018: $1,766,742Net Assets 2018: $3,066,0382018Assets 2019: $4,339,909Liabilities 2019: $1,338,004Net Assets 2019: $3,001,9052019Assets 2020: $4,624,919Liabilities 2020: $1,789,873Net Assets 2020: $2,835,0462020Assets 2021: $3,971,886Liabilities 2021: $1,312,717Net Assets 2021: $2,659,1692021Assets 2022: $4,071,184Liabilities 2022: $2,237,304Net Assets 2022: $1,833,8802022Assets 2023: $3,442,935Liabilities 2023: $2,251,619Net Assets 2023: $1,191,3162023Assets 2024: $3,256,569Liabilities 2024: $1,809,871Net Assets 2024: $1,446,6982024Assets 2025: $4,108,427Liabilities 2025: $1,909,621Net Assets 2025: $2,198,8062025

Highlighted filing

2016

Assets$5,499,310
Liabilities$1,782,086
Net Assets$3,717,224

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $11,539,766Expenses 2011: $11,659,074Net Income 2011: -$119,3082011Revenue 2012: $11,836,858Expenses 2012: $11,880,471Net Income 2012: -$43,6132012Revenue 2013: $10,184,693Expenses 2013: $10,178,542Net Income 2013: $6,1512013Revenue 2014: $9,826,191Expenses 2014: $10,025,781Net Income 2014: -$199,5902014Revenue 2015: $10,389,912Expenses 2015: $10,788,652Net Income 2015: -$398,7402015Revenue 2016: $10,855,444Expenses 2016: $10,834,626Net Income 2016: $20,8182016Revenue 2017: $11,226,274Expenses 2017: $11,418,167Net Income 2017: -$191,8932017Revenue 2018: $10,929,308Expenses 2018: $11,612,623Net Income 2018: -$683,3152018Revenue 2019: $10,507,453Expenses 2019: $10,766,416Net Income 2019: -$258,9632019Revenue 2020: $9,444,222Expenses 2020: $9,578,844Net Income 2020: -$134,6222020Revenue 2021: $9,629,433Expenses 2021: $9,923,496Net Income 2021: -$294,0632021Revenue 2022: $8,307,174Expenses 2022: $9,010,058Net Income 2022: -$702,8842022Revenue 2023: $8,011,588Expenses 2023: $8,680,678Net Income 2023: -$669,0902023Revenue 2024: $8,760,159Expenses 2024: $8,542,738Net Income 2024: $217,4212024Revenue 2025: $9,001,497Expenses 2025: $8,288,899Net Income 2025: $712,5982025

Highlighted filing

2016

Revenue$10,855,444
Expenses$10,834,626
Net Income$20,818
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 21, 2017
Return Version
2015v3.0
Gross Receipts
$12,098,336
Mission and Program Overview

Mission

Our mission is to partner with individuals, youth, and families to improve well-being, strengthen resilience, and create a brighter future. Resilience is the process of effectively managing significant sources of stress or trauma. It's about fostering assets and resources within the individual, their life, and environment to facilitate this capacity for adaptation and 'bouncing back' in the face of adversity.

Empower people to build brighter futures by linking innovative programs that restore personal capability develop skills & build pathways to economic self sufficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,513,128$2,286,614▼ $226,514
Investments in Publicly Traded Securities$1,278,323$1,535,694▲ $257,371
Pledges and Grants Receivable$538,612$561,088▲ $22,476
Accounts Receivable$300,164$462,214▲ $162,050
Cash and Non-Interest-Bearing Accounts$535,015$199,991▼ $335,024
Prepaid Expenses and Deferred Charges$136,865$26,976▼ $109,889
Other Notes and Loans Receivable, Net$19,627$2,945▼ $16,682
Savings and Temporary Cash Investments$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,774,074$5,499,310▼ $274,764
Other Assets Total$452,340$423,788▼ $28,552
Liabilities
Accounts Payable and Accrued Expenses$1,170,882$1,063,143▼ $107,739
Mortgage Notes Payable Secured by Investment Property$629,767$696,286▲ $66,519
Deferred Revenue$147,639$22,657▼ $124,982
Other Liabilities$1,066$0▼ $1,066
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,949,354$1,782,086▼ $167,268
Net Assets / Fund Balance
Unrestricted Net Assets$2,822,916$2,569,467▼ $253,449
Permanently Rstr Net Assets$858,954$830,402▼ $28,552
Temporarily Rstr Net Assets$142,850$317,355▲ $174,505
Total Net Assets Fund Balance$3,824,720$3,717,224▼ $107,496
Total Liabilities and Net Assets / Fund Balance$5,774,074$5,499,310▼ $274,764

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,762,168$3,514,412$5,276,580
Equipment$178,312$922,060$1,100,372
Other Land Buildings$136,134$426,696$562,830
Land$210,000-$210,000
Other Assets Org$419,787--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$858,954-▼ $28,552-$830,402
2014$882,783-▼ $23,829-$858,954
2013$846,671-▲ $36,112-$882,783
2012$832,236-▲ $14,435-$846,671
2011$848,471-▼ $16,235-$832,236
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William J Hass JrPresidentFT$194,749$9,855$204,604

Board Members and Trustees

NameTitle
Harold Trischman JrChairperson
Robert MatthewsFirst Vice Chairperson
Robert ChalouxSecond Vice Chair/treasurer
Adam WoodDirector
Armando GoncalvesDirector
Bob EickDirector
Brendan MilesDirector
Brian KellyDirector
Carleen KunkelDirector
Chris LyddyDirector
Dana FiataroneDirector
Elizabeth ZezimaDirector
George Kasper EsqDirector
Jeanne BreenDirector
Joan SloanDirector
Katherine RustDirector
Kenneth WeinsteinDirector
Laura CoughlinDirector
Lawrence GanimDirector
Margaret Walker EsqDirector
Martha Gates LordDirector
Preston Tisdale EsqDirector
Robert CenciDirector
Robert FiloteiDirector
Robert LeyDirector
Roberta Burns-howardDirector
Shelby Wilson EsqDirector
Steve FinneganDirector
Thomas TraversDirector
Edwin Farrow EsqAssistant Secretary
Ellen TowerAssistant Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,107,637
Program Service Revenue
$3,514,797
Investment Income
$150,466
Other Revenue
$82,544
All Other Contributions
$1,746,911
Change in Net Assets
$20,818

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$36,760Fair Market Value
Real Estate Other1$32,350Fair Market Value
Securities Publicly Traded1$16,829Fair Market Value
Other Non Cash Contri Table1$468Fair Market Value
Total Noncash Contributions4$86,407-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,855,444
Revenue Not Reported on Form 990
$-102,994
Total Revenue per Audited Statements
$10,752,450
Total Revenue per Form 990
$10,855,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,671,831
Other Expenses$4,162,795
Total Fundraising Expense$455,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,156,425$358,269$303,740$4,818,434
Other Employee Benefits$481,452$123,280$46,707$651,439
Current Officers, Directors, Trustees, and Key Employees-$604,723-$604,723
Office Expenses$135,959$390,097$20,234$546,290
Payroll Taxes$409,848$83,996$27,348$521,192
Occupancy$377,343$9,255$3,008$389,606
Depreciation Depletion$367,021-$7,155$374,176
Travel$141,769$22,115$170$164,054
Pension Plan Contributions$56,326$14,870$4,847$76,043
Fees for Services Accounting$3,850$56,350-$60,200
Advertising$4,641$1,153$22,746$28,540
Interest$6,108$22,145-$28,253
Other Expenses$5,244$22,996$19,841$28,240
Information Technology-$27,268-$27,268
Fees for Services Legal$983$3,207-$4,190
Total Functional Expenses$8,428,855$1,949,975$455,796$10,834,626

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,978,751
Expenses per Audited Statements$10,834,626
Total Expenses per Form 990$10,834,626
Expenses Not Reported on Form 990$144,125
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,363
Fundraising Gross Income$44,300
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Brewfest$81,940$21,300$9,470$11,830
Food for Though$54,440$12,375$4,919$7,456
Total Events$167,045$44,300$44,363$-63
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lawrence GanimBoard MemberInsurance BrokerNo$28,947

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15A

The chief executive officer and president's compensation is approved by the executive committee of the board. A national alliance survey is used to determine the compensation level.

Form 990 Part VI, Line 11B

Prior to filing of form 990, the president, controller and treasurer review the return and approve the information. Form 990 is signed and filed.

Form 990 Part VI, Line 15B

Compensation for key employees is reviewed and approved by the ceo and president.

Form 990 Part VI, Section C, Line 19

The organization makes government documents and financial statements available upon request.

Form 990, Part VI, Section B, Line 12C

The organization will monitor any conflicts of interest through its risk management program quarterly. Annually, the organization will disclose any instance of an existing conflict. For members of the board of directors, such disclosures will take place at the september board meeting. For employees and volunteers, such disclosures will take place at the first meeting in september of the organization's executive management group. The president or his designee shall record all disclosure of conflict of interest that arise during the course of the year and report such to the risk management committee. This data will constitute the information disclosed annually each september.

Filing and Contact Details

Filer

Filer Name
Lifebridge Community Services Inc
EIN
06-0646974
In Care Of
% CRAIG CHANG CONTROLLER
Phone
2033684291
Address
475 Clinton Ave, Bridgeport, CT 06605

Signing Officer

Name
William Hass Jr
Title
CEO
Phone
2033684291
Signed
2017-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William J Hass Jr
Formed
1849
Legal Domicile
Ct
Voting Board Members
32
Independent Board Members
31
Employees
220
Volunteers
165

Preparer

Firm
DworkenHillmanLaMorte & Sterczala
Address
Four Corporate Dr Suite 488, Shelton, CT 06484
Preparer
Alberto C Martins CPA
Phone
2039293535
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Other changes to net assets include the following: unrealized loss on investments $(99,762) and change in beneficial interest in a perpetual trust $(28,552).

Form 990, Part XII, Line 1C

No change in oversight process from prior year. Fsw, inc. Ct has an audit committee.

Financial Statement Notes

Schedule D, Part V, Line 4

Intended use of the organization endowment fund: investment income is used to fund current operations, as allowed for by the donor.

Schedule D, Part XI Line 2D

Other revenue reconciliation: special events direct expenses netted against fundraising income on form 990, part viii, line 8b $44,363 and change in beneficial interest in perpetual trust $(28,552), as well as the fmv value of assets of $(118,805) received in the 100% acquisition of fairfield counseling services, llc.

Schedule D, Part XII, Line 2D

Other expense reconciliation: special events direct expenses of $44,363 netted against fundraising income on form 990, part viii, line 8b and unrealized loss on investment of $99,762.

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IRS990/Desc0BEHAVIORAL HEALTH SERVICES. Lifebridge provides support services for HIV/Aids patients, counseling and education for the Behavioral Health Services, including domestic violence and parent education programs. During fiscal year 2015-2016. Outpatient Behavioral Health Services were expanded to a second site in Fairfield as of April 1, 2016. Behavioral Health provided a record breaking number of 26,269 outpatient sessions to Lifebridge clients during the time period of July 1, 2015 - June 30, 2016.
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IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt27SECOND VICE CHAIR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt28ASSISTANT SECRETARY
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.11$1.91$2.20$9.00$8.29$0.71
2024Detailed filing. Detailed filing data is available for this year.$3.26$1.81$1.45$8.76$8.54$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.44$2.25$1.19$8.01$8.68$0.67
2022Detailed filing. Detailed filing data is available for this year.$4.07$2.24$1.83$8.31$9.01$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$1.31$2.66$9.63$9.92$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$1.79$2.84$9.44$9.58$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$1.34$3.00$10.5$10.8$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$1.77$3.07$10.9$11.6$0.68
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$2.08$3.73$11.2$11.4$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.50$1.78$3.72$10.9$10.8$0.02
2015Summary only. Only limited summary data is available for this year.$5.77$1.95$3.82$10.4$10.8$0.40
2014Detailed filing. Detailed filing data is available for this year.$6.04$1.75$4.29$9.83$10.0$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$1.50$4.43$10.2$10.2$0.01
2012Summary only. Only limited summary data is available for this year.$6.14$1.78$4.35$11.8$11.9$0.04
2011Summary only. Only limited summary data is available for this year.$6.23$1.77$4.45$11.5$11.7$0.12