Civic Intelligence

Lifebridge Community Services Inc.

990 • Fiscal year 2018 • EIN 06-0646974

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

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

64th percentile

0.37x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.16x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

20th percentile

-6.3%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$248,327

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

4th percentile

-17%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-2.6%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$4,832,780

Down $979,118 (-17%) from 2017

Net Assets

Down

$3,066,038

Down $660,948 (-18%) from 2017

Liabilities

Down

$1,766,742

Down $318,170 (-15%) from 2017

Revenue

Down

$10,929,308

Down $296,966 (-2.6%) from 2017

Expenses

Up

$11,612,623

Up $194,456 (+1.7%) from 2017

Net Income

Down

-$683,315

Down $491,422 (-256%) from 2017

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

2018

Assets$4,832,780
Liabilities$1,766,742
Net Assets$3,066,038

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

2018

Revenue$10,929,308
Expenses$11,612,623
Net Income-$683,315
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$13,551,437
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
Investments in Publicly Traded Securities$1,860,098$0▼ $1,860,098
Land, Buildings, and Equipment, Net$2,107,215$1,854,286▼ $252,929
Savings and Temporary Cash Investments$0$1,267,096▲ $1,267,096
Pledges and Grants Receivable$733,642$714,416▼ $19,226
Accounts Receivable$590,047$427,112▼ $162,935
Cash and Non-Interest-Bearing Accounts$54,984$75,671▲ $20,687
Prepaid Expenses and Deferred Charges$12,837$24,213▲ $11,376
Other Notes and Loans Receivable, Net$3,108$2,717▼ $391
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$5,811,898$4,832,780▼ $979,118
Other Assets Total$449,967$467,269▲ $17,302
Liabilities
Accounts Payable and Accrued Expenses$1,068,741$1,054,127▼ $14,614
Mortgage Notes Payable Secured by Investment Property$934,973$710,424▼ $224,549
Deferred Revenue$81,198$2,191▼ $79,007
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,084,912$1,766,742▼ $318,170
Net Assets / Fund Balance
Unrestricted Net Assets$2,587,008$1,814,365▼ $772,643
Permanently Rstr Net Assets$856,581$873,882▲ $17,301
Temporarily Rstr Net Assets$283,397$377,791▲ $94,394
Total Net Assets Fund Balance$3,726,986$3,066,038▼ $660,948
Total Liabilities and Net Assets / Fund Balance$5,811,898$4,832,780▼ $979,118

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,601,169$3,688,929$5,289,998
Equipment$138,020$1,054,687$1,192,707
Other Land Buildings$80,704$493,980$574,684
Land$210,000-$210,000
Other Assets Org$463,268--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$856,581-▲ $17,301-$873,882
2016$830,402-▲ $26,179-$856,581
2015$858,954-▼ $28,552-$830,402
2014$882,783-▼ $23,829-$858,954
2013$846,671-▲ $36,112-$882,783
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William J Hass JrPresidentFT$228,904$19,423$248,327
Dawn HatchettExecutive VPFT$114,489$705$115,194

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,471,627
Program Service Revenue
$4,228,801
Investment Income
$125,550
Other Revenue
$103,330
All Other Contributions
$1,424,960
Change in Net Assets
$-683,315

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,929,308
Revenue Not Reported on Form 990
$65,354
Total Revenue per Audited Statements
$10,994,662
Total Revenue per Form 990
$10,929,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,955,844
Other Expenses$3,656,779
Total Fundraising Expense$316,111
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,273,577$391,769$226,048$5,891,394
Office Expenses$166,580$682,987$11,597$861,164
Other Employee Benefits$634,910$146,647$36,967$818,524
Payroll Taxes$558,161$86,847$21,951$666,959
Current Officers, Directors, Trustees, and Key Employees-$578,967-$578,967
Occupancy$289,675$3,214$1,525$294,414
Depreciation Depletion$287,501-$1,988$289,489
Travel$155,469$21,122$101$176,692
Fees for Services Accounting$1,122$53,883-$55,005
Interest$3,423$29,274-$32,697
Information Technology-$31,979-$31,979
Other Expenses$234$26,913$52$27,199
Advertising$10,736$1,765$9,702$22,203
Fees for Services Legal-$14,011-$14,011
Total Functional Expenses$9,226,449$2,070,063$316,111$11,612,623

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,655,610
Total Expenses per Form 990$11,612,623
Expenses per Audited Statements$11,607,557
Expenses Not Reported on Form 990$48,053
Expenses Not Reported on Financial Statements$5,066
Other Expense Adjustments$5,066
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$48,053
Fundraising Gross Income$35,240
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Brewfest$82,710$15,550$3,263$12,287
Food for Though$49,770$7,445$1,344$6,101
Total Events$171,595$35,240$48,053$-12,813
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$43,653

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, cfo 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
% FRANK FARIAS CFO
Phone
2033684291
Address
475 Clinton Ave, Bridgeport, CT 06605

Signing Officer

Name
Alan J Mathis
Title
CEO
Phone
2033684291
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan J Mathis
Formed
1849
Legal Domicile
Ct
Voting Board Members
29
Independent Board Members
28
Employees
248
Volunteers
299

Preparer

Firm
DworkenHillmanLaMorte & Sterczala
Address
Four Corporate Dr Suite 488, Shelton, CT 06484
Preparer
Heather Smith-Jaser CPA
Phone
2039293535
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Other changes to net assets include the following: excess tax depreciation of $5,066 and change in beneficial interest in a perpetual trust $17,301.

Form 990, Part XII, Line 1C

No change in oversight process from prior year. The organization has an audit committee.

Form 990, Part III, Other Program Serivices, Line 4D

Social advocacy: bridgeport child advocacy coalition provided social and emotional learning training to 487 participants. Bcac assumed leadership of the parent leadership training institute, designed to build parent and family engagement. Bcac prepared and presented the state of the child report, providing data comparing the status of bridgeport children to children in connecticut. Bcac advocated for issues impacting the services provided by lifebridge and the community, hosting community forums and providing education regarding the issues. Economic empowerment initiative: lifebridge works with other agencies to improve financial knowledge and skill, secure and maintain housing, improve employment and entrepreneurial skills, prepare individuals for better jobs, and meet some basic needs. Throughout the 2017-2018 fiscal year, financial education workshops were provided to 233 clients. 80 youth and 288 adult clients participated in financial coaching sessions. The community closet provided clothing and household goods to 2,022 clients and their families. Additionally, 96,560 disposable diapers were distributed to 338 families (787 children) in partnership with the diaper bank. 346 clients secured utility assistance through operation fuel. Vita served 842 families, preparing 887 tax returns, helping families utilize $506,166 in earned income tax credits and securing tax refunds totaling $1,759,508. 29 nursing home residents were successfully transitioned to live more independently in accessible housing. Work skills programs served 35 clients providing customer service training, job readiness and skill building programs and certifications.

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 $48,053 and change in beneficial interest in perpetual trust of $17,301.

Schedule D, Part XII, Line 2D

Other expense reconciliation: special events direct expenses of $48,053 netted against fundraising income on form 990, part viii, line 8b.

Schedule D, Part XII, Line 4B

Excess tax depreciation of $5,066

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IRS990/Desc0BEHAVIORAL HEALTH SERVICES: LIFEBRIDGE COMMUNITY SERVICES PROVIDES COUNSELING AND EDUCATION FOR YOUTH AND ADULTS THROUGH OUR BEHAVIORAL HEALTH SERVICES, INCLUDING A WALK-IN CLINIC, DOMESTIC VIOLENCE COUNSELING, COMMUNITY SUPPORT PROGRAM AND PARENT EDUCATION PROGRAM. LIFEBRIDGE ALSO PROVIDES SUPPORT SERVICES FOR INDIVIDUALS WITH HIV/AIDS. DURING FISCAL YEAR 2017-18, LIFEBRIDGE PROVIDED SERVICES TO ALMOST 4,000 CLIENTS AND THEIR FAMILIES. OUTPATIENT BEHAVIORAL HEALTH SERVICES WERE PROVIDED AT BOTH OF THE AGENCIES BRIDGEPORT AND FAIRFIELD CLINICS. BEHAVIORAL HEALTH PROVIDED CASE MANAGEMENT SERVICES IN ADDITION TO 30,208 OUTPATIENT SESSIONS TO LIFEBRIDGE CLIENTS DURING THE TIME PERIOD OF JULY 1, 2017 JUNE 30, 2018.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt24TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt25SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt26FIRST VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt29FIRST VICE CHAIRPERSON
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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
2018Detailed filing. Detailed filing data is available for this year.$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