Civic Intelligence

Lifebridge Community Services Inc.

990 • Fiscal year 2020 • EIN 06-0646974

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

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

0.39x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.19x

Higher debt load relative to revenue than 38% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

31st percentile

-1.4%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$260,318

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

49th percentile

6.6%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,624,919

Up $285,010 (+6.6%) from 2019

Net Assets

Down

$2,835,046

Down $166,859 (-5.6%) from 2019

Liabilities

Up

$1,789,873

Up $451,869 (+34%) from 2019

Revenue

Down

$9,444,222

Down $1,063,231 (-10%) from 2019

Expenses

Down

$9,578,844

Down $1,187,572 (-11%) from 2019

Net Income

Up

-$134,622

Up $124,341 (+48%) from 2019

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

2020

Assets$4,624,919
Liabilities$1,789,873
Net Assets$2,835,046

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

2020

Revenue$9,444,222
Expenses$9,578,844
Net Income-$134,622
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$10,497,819
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.

Lifebridge partners with bridgeport's youth & families to build resilience. Working with youth & families, we help them reach their full potential within a stronger community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,813,366$1,726,092▼ $87,274
Savings and Temporary Cash Investments$821,243$1,161,509▲ $340,266
Pledges and Grants Receivable$486,151$503,900▲ $17,749
Accounts Receivable$454,039$343,637▼ $110,402
Cash and Non-Interest-Bearing Accounts$57,425$132,045▲ $74,620
Prepaid Expenses and Deferred Charges$34,068$109,135▲ $75,067
Other Notes and Loans Receivable, Net$500$0▼ $500
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
Investments in Publicly Traded Securities$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$4,339,909$4,624,919▲ $285,010
Other Assets Total$673,117$648,601▼ $24,516
Liabilities
Mortgage Notes Payable Secured by Investment Property$297,090$919,162▲ $622,072
Accounts Payable and Accrued Expenses$990,551$855,711▼ $134,840
Deferred Revenue$50,363$15,000▼ $35,363
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$1,338,004$1,789,873▲ $451,869
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,757,653$1,645,935▼ $111,718
Net Assets With Donor Restrictions$1,244,252$1,189,111▼ $55,141
Total Net Assets Fund Balance$3,001,905$2,835,046▼ $166,859
Total Liabilities and Net Assets / Fund Balance$4,339,909$4,624,919▲ $285,010

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,396,937$4,242,899$5,639,836
Equipment$103,786$535,413$639,199
Other Land Buildings$15,369$388,318$403,687
Land$210,000-$210,000
Other Assets Org$190,304--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$872,625-▼ $7,715-$864,910
2018$873,882-▼ $1,257-$872,625
2017$856,581-▲ $17,301-$873,882
2016$830,402-▲ $26,179-$856,581
2015$858,954-▼ $28,552-$830,402
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan MathisPresidentFT$221,936$38,382$260,318
Frank FariasChief Financial OfficerFT$128,157$11,173$139,330
Dawn HatchettExecutive VPFT$134,125-$134,125
Kim JohnsonVP DevelopmentFT$90,503$19,465$109,968
Cary OstrowChief Behavioral Health OfcrFT$100,959-$100,959

Board Members and Trustees

NameTitle
Howard GreeneChairperson
George Kasper EsqFirst Vice Chairperson
Steve FinneganSecond Vice Chairperson
Brian KellyDirector
Harold Trischman JrDirector
John J LombardiDirector
Kenneth WeinsteinDirector
Laura CoughlinDirector
Lawrence GanimDirector
Paul TimpanelliDirector
Robert ChalouxDirector
Roberta Burns-howardDirector
Thomas TraversDirector
Jeanne BreenAssistant Secretary
Ellen TowerAssistant Treasurer
Edwin P Farrow EsqSecretary
Brendan MilesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lindley Acquisition CorporationFood Vendor201 WALLACE ST, New Haven, CT 06511$870,574
Family CentersIt Related Service40 ARCH STREET, Greenwich, CT 06830$305,061
Revenue and Support

Revenue Composition

Contributions and Grants
$5,163,375
Program Service Revenue
$3,737,628
Investment Income
$5,464
Other Revenue
$537,755
All Other Contributions
$792,119
Change in Net Assets
$-134,622

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,444,222
Revenue Not Reported on Form 990
$1,841
Total Revenue per Audited Statements
$9,446,063
Total Revenue per Form 990
$9,444,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,319,475
Other Expenses$3,259,369
Total Fundraising Expense$250,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,137,524$356,276$56,728$4,550,528
Current Officers, Directors, Trustees, and Key Employees$103,945$556,766$102,907$763,618
Office Expenses$483,610$229,408$30,214$743,232
Other Employee Benefits$481,448$55,642$14,002$551,092
Payroll Taxes$412,121$27,696$14,420$454,237
Occupancy$244,474$26,940$9,628$281,042
Depreciation Depletion$201,059$36,581$9,516$247,156
Travel$142,154$3,193$84$145,431
Fees for Services Accounting-$47,800-$47,800
Information Technology-$24,376-$24,376
Other Expenses$112$19,790$2,087$21,989
Advertising$1,010$6,376$9,822$17,208
Interest-$13,895-$13,895
Fees for Services Legal-$7,598-$7,598
Total Functional Expenses$7,836,109$1,491,748$250,987$9,578,844

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,612,922
Expenses per Audited Statements$9,603,366
Total Expenses per Form 990$9,578,844
Expenses Not Reported on Form 990$9,556
Expenses Not Reported on Financial Statements$-24,522
Other Expense Adjustments$-24,522
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,556
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Giving Day$47,799-$3,537-
Gala$0$0$1,114$-1,114
Total Events$47,799-$9,556$-9,556
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$35,374

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 35% controlled entity
No
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 president & ceo.

Form 990 Part VI, Section C, Line 19

The organization makes government documents and financial statements available upon request and 990 information via the internet on guidestar.

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
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan J Mathis
Formed
1849
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
16
Employees
240
Volunteers
48

Preparer

Firm
PKF O'Connor Davies LLP
Address
Four Corporate Dr Suite 488, Shelton, CT 06484
Preparer
HEATHER SMITH-JASER CPA Prin
Phone
2039293535
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Other changes to net assets include the following: excess book depreciation of $(24,522) and change in beneficial interest in a perpetual trust $(7,715).

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 its 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. The community closet provided clothing and household goods to its clients and their families. Additionally, disposable diapers were distributed to families in partnership with the diaper bank. Clients secured utility assistance through operation fuel.

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 $9,556 and change in beneficial interest in perpetual trust of $(7,715).

Schedule D, Part XII, Line 2D

Other expense reconciliation: special events direct expenses of $9,556 netted against fundraising income on form 990, part viii, line 8b.

Schedule D, Part XII, Line 4B

Excess book depreciation of $24,522.

Schedule D, Part X, Line 2

The agencys recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management is not aware of any exposure to uncertain tax positions that require financial statement recognition or disclosure. The agency is no longer subject to examinations by the federal government for periods ending on or prior to 2016. Disclosure. The agency is no longer subject to examinations by the federal government for periods ending on or prior to 2016

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF BEHAVIORAL HEALTH OFCR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17FIRST VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECOND VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHAIRPERSON
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IRS990/MembersOrStockholdersInd0false
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IRS990/MissionDesc0OUR MISSION IS TO PARTNER WITH BRIDGEPORT'S YOUTH AND FAMILIES TO BUILD RESILIENCE. WE WORK TO HELP YOUTH AND FAMILIES REACH THEIR FULL POTENTIAL WITHIN A STRONGER COMMUNITY.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0229408
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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
2020Detailed filing. Detailed filing data is available for this year.$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