Civic Intelligence

Bridgeport Ladies Charitable Society Inc. 105306388100

990 • Fiscal year 2017 • EIN 06-6068224

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 11, 2018

PO Box 320132Fairfield, CT 06825

(203) 259-2613

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

28th percentile

-4.8%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,369,940

Up $129,887 (+10%) from 2016

Net Assets

Up

$1,369,940

Up $129,887 (+10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$94,075

Up $12,234 (+15%) from 2016

Expenses

Up

$98,556

Up $4,748 (+5.1%) from 2016

Net Income

Up

-$4,481

Up $7,486 (+63%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $921,869Net Assets 2010: $921,8692010Assets 2011: $906,310Liabilities 2011: $0Net Assets 2011: $906,3102011Assets 2012: $1,050,269Liabilities 2012: $0Net Assets 2012: $1,050,2692012Assets 2013: $1,186,227Liabilities 2013: $0Net Assets 2013: $1,186,2272013Assets 2014: $1,272,824Liabilities 2014: $0Net Assets 2014: $1,272,8242014Assets 2015: $1,187,722Liabilities 2015: $0Net Assets 2015: $1,187,7222015Assets 2016: $1,240,053Liabilities 2016: $0Net Assets 2016: $1,240,0532016Assets 2017: $1,369,940Liabilities 2017: $0Net Assets 2017: $1,369,9402017Assets 2018: $1,427,613Liabilities 2018: $0Net Assets 2018: $1,427,6132018Assets 2019: $1,502,241Liabilities 2019: $0Net Assets 2019: $1,502,2412019Assets 2020: $1,650,632Liabilities 2020: $0Net Assets 2020: $1,650,6322020Assets 2021: $1,949,954Liabilities 2021: $0Net Assets 2021: $1,949,9542021Assets 2022: $1,515,772Liabilities 2022: $0Net Assets 2022: $1,515,7722022Assets 2023: $1,647,475Liabilities 2023: $0Net Assets 2023: $1,647,4752023Assets 2024: $1,930,298Liabilities 2024: $0Net Assets 2024: $1,930,2982024Assets 2025: $2,074,355Liabilities 2025: $0Net Assets 2025: $2,074,3552025

Highlighted filing

2017

Assets$1,369,940
Liabilities$0
Net Assets$1,369,940

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $60,689Expenses 2010: $89,300Net Income 2010: -$28,6112010Expenses 2011: $95,6152011Expenses 2012: $65,2982012Revenue 2013: $249,448Expenses 2013: $64,217Net Income 2013: $185,2312013Revenue 2014: $144,618Expenses 2014: $82,686Net Income 2014: $61,9322014Revenue 2015: $145,376Expenses 2015: $92,951Net Income 2015: $52,4252015Revenue 2016: $81,841Expenses 2016: $93,808Net Income 2016: -$11,9672016Revenue 2017: $94,075Expenses 2017: $98,556Net Income 2017: -$4,4812017Revenue 2018: $166,099Expenses 2018: $89,255Net Income 2018: $76,8442018Revenue 2019: $194,362Expenses 2019: $105,972Net Income 2019: $88,3902019Revenue 2020: $152,575Expenses 2020: $102,599Net Income 2020: $49,9762020Revenue 2021: $274,085Expenses 2021: $127,023Net Income 2021: $147,0622021Revenue 2022: $173,052Expenses 2022: $122,722Net Income 2022: $50,3302022Revenue 2023: $194,768Expenses 2023: $153,429Net Income 2023: $41,3392023Revenue 2024: $170,141Expenses 2024: $141,147Net Income 2024: $28,9942024Revenue 2025: $189,800Expenses 2025: $159,796Net Income 2025: $30,0042025

Highlighted filing

2017

Revenue$94,075
Expenses$98,556
Net Income-$4,481
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Gross Receipts
$229,519
Mission and Program Overview

Mission

Charitable grants to indigent persons in the greater bridgeport, connecticut area

To grant assistance to indigent persons in the greater bridgeport area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,224,406$1,291,149▲ $66,743
Cap Stk Tr Prin Current Funds$1,187,722$1,240,053▲ $52,331
Rtn Earn Endowment Incm Other Fnds$52,331$129,887▲ $77,556
Savings and Temporary Cash Investments$12,135$74,803▲ $62,668
Cash and Non-Interest-Bearing Accounts$3,512$3,988▲ $476
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,240,053$1,369,940▲ $129,887
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,240,053$1,369,940▲ $129,887
Total Liabilities and Net Assets / Fund Balance$1,240,053$1,369,940▲ $129,887
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$28,922
Program Service Revenue
$0
Investment Income
$41,549
Other Revenue
$23,604
All Other Contributions
$28,202
Change in Net Assets
$-4,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,076
Other Expenses$13,480
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,744--$52,744
Grants to Domestic Individuals$32,332--$32,332
Fees for Service Investment Mgmnt Fees-$11,471-$11,471
Fees for Services Accounting-$1,100-$1,100
Other Expenses-$909-$909
Total Functional Expenses$85,076$13,480$0$98,556
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Operation HopeFairfield, CT501(c)(3)To Provide Aid for Camperships Within the Organization.$14,294
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,655
Fundraising Direct Expenses$2,267
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Tea$24,655$24,655$2,267$22,388
Total Events$24,655$24,655$2,267$22,388
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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, Section B, Line 11B

A draft of the 990 is made available to all governing board members prior to filing for review.

Form 990, Part VI, Section C, Line 19

Documents are made available to the public upon request at any time.

Filing and Contact Details

Filer

Filer Name
Bridgeport Ladies Charitable Society
EIN
06-6068224
Phone
2032592613
Address
PO BOX 320132, FAIRFIELD, CT 06825

Signing Officer

Name
Nancy Murren
Title
Treasurer
Phone
2032592613
Signed
2018-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mrs Richard Van De Bergh
Formed
1991
Legal Domicile
Ct
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
0

Preparer

Firm
Knight Rolleri Sheppard Cpas Llp
Address
1499 POST ROAD SUITE 1040, FAIRFIELD, CT 06824
Preparer
John M Rolleri CPA
Phone
2032592727
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2RECDG SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CSPDG SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSOC. MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSOC. MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSOC. MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt24ASSOC. MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt25ASSOC. MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt26HONOR. MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt27HONOR. MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt02267
IRS990/FundraisingGrossIncomeAmt024655
IRS990/GainOrLossGrp/SecuritiesAmt018347
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt085076
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt032332
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt032332
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt052744
IRS990/GrantsToDomesticOrgsGrp/TotalAmt052744
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0151524
IRS990/GrossReceiptsAmt0229519
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt023202
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023202
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01224406
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01291149
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0133177
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0720
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHARITABLE GRANTS TO INDIGENT PERSONS IN THE GREATER BRIDGEPORT, CONNECTICUT AREA
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01240053
IRS990/NetAssetsOrFundBalancesEOYAmt01369940
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt018347
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018347
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt022388
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt022388
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0134368
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0909
IRS990/OtherExpensesGrp/TotalAmt0909
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0MISC.
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01216
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01216
IRS990/OtherRevenueTotalAmt01216
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MRS RICHARD VAN DE BERGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt016070
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt081574
IRS990/PYInvestmentIncomeAmt042018
IRS990/PYOtherExpensesAmt012234
IRS990/PYOtherRevenueAmt023753
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-11967
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt093808
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt081841
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-4481
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt052331
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0129887
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012135
IRS990/SavingsAndTempCashInvstGrp/EOYAmt074803
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt042330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0251643
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024531
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022668
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0152501
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01216
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0247
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0588
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0680
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02731
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61850
IRS990ScheduleA/PublicSupportPY170Pct00.62240
IRS990ScheduleA/PublicSupportTotal170Amt0251643
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053577
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt042330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067111
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0251643

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.00$2.07$0.19$0.16$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17$0.14$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.19$0.15$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.17$0.12$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.27$0.13$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.15$0.10$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.19$0.11$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.17$0.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.10$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.08$0.09$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.15$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.14$0.08$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.25$0.06$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.92$0.06$0.09$0.03