Civic Intelligence

Bridgewater Fund C/O John Habbert

990PF • Fiscal year 2019 • EIN 20-0524539

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 16, 2020

1771 Ringling Blvd Unit 603Sarasota, FL 34236

(513) 731-5951

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$322,742

Up $57,876 (+22%) from 2018

Net Assets

Up

$322,742

Up $57,876 (+22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$24,064

Up $3,501 (+17%) from 2018

Expenses

Down

$18,238

Down $61 (-0.3%) from 2018

Net Income

Up

$5,826

Up $3,562 (+157%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $240,667Liabilities 2010: $0Net Assets 2010: $240,6672010Assets 2011: $227,667Liabilities 2011: $12011Assets 2012: $220,427Liabilities 2012: $12012Assets 2013: $219,020Liabilities 2013: $0Net Assets 2013: $219,0202013Assets 2014: $299,668Liabilities 2014: $0Net Assets 2014: $299,6682014Assets 2015: $268,989Liabilities 2015: $0Net Assets 2015: $268,9892015Assets 2016: $266,800Liabilities 2016: $0Net Assets 2016: $266,8002016Assets 2017: $292,090Liabilities 2017: $0Net Assets 2017: $292,0902017Assets 2018: $264,866Liabilities 2018: $0Net Assets 2018: $264,8662018Assets 2019: $322,742Liabilities 2019: $0Net Assets 2019: $322,7422019Assets 2020: $379,836Liabilities 2020: $0Net Assets 2020: $379,8362020Assets 2021: $445,297Liabilities 2021: $6,165Net Assets 2021: $439,1322021Assets 2022: $27,050Liabilities 2022: $0Net Assets 2022: $27,0502022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2019

Assets$322,742
Liabilities$0
Net Assets$322,742

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $14,1362010Revenue 2011: $2,188Expenses 2011: $15,188Net Income 2011: -$13,0002011Revenue 2012: $7,057Expenses 2012: $14,297Net Income 2012: -$7,2402012Revenue 2013: $19,004Expenses 2013: $20,411Net Income 2013: -$1,4072013Revenue 2014: $9,325Expenses 2014: $18,161Net Income 2014: -$8,8362014Revenue 2015: $2,744Expenses 2015: $18,425Net Income 2015: -$15,6812015Revenue 2016: $6,763Expenses 2016: $18,005Net Income 2016: -$11,2422016Revenue 2017: $7,070Expenses 2017: $18,164Net Income 2017: -$11,0942017Revenue 2018: $20,563Expenses 2018: $18,299Net Income 2018: $2,2642018Revenue 2019: $24,064Expenses 2019: $18,238Net Income 2019: $5,8262019Revenue 2020: $26,914Expenses 2020: $18,044Net Income 2020: $8,8702020Revenue 2021: $25,245Expenses 2021: $18,964Net Income 2021: $6,2812021Revenue 2022: $15,284Expenses 2022: $342,870Net Income 2022: -$327,5862022Revenue 2023: $321Expenses 2023: $27,196Net Income 2023: -$26,8752023

Highlighted filing

2019

Revenue$24,064
Expenses$18,238
Net Income$5,826
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 16, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN B HABBERTPresident-$0--
JOHN H HABBERTVice President-$0--
Filing and Contact Details

Filer

Filer Name
Bridgewater Fund
EIN
20-0524539
Phone
5137315951
Address
1771 RINGLING BLVD UNIT 603, SARASOTA, FL 34236

Signing Officer

Name
John H Habbert
Title
Vice President
Phone
5137315951
Signed
2020-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Herbert L Lemaster CPA
Phone
5132413111
Raw XML Appendix373 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt052050
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05137315951
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HELEN B HABBERT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JOHN H HABBERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNFUNDED COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NEIGHBORS IN NEED PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DANCE THE NEXT GENERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNFUNDED COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDEXPLORERSRQ FOR CURRENT EXPLORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HEIFER INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VALLEY INTERFAITH FOOD & CLOTHING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SARASOTA BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITY HAVEN FOR ADULTS AND CHILDREN WITH DISABILITY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COMMUNITY FOUNDATION OF SARASOTA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 8058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1420 W WYOMING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25555 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34405 DESOTO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42635 FRUITVILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434237
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014498
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014498
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0483
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0483
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07222
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01344
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01024
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015558
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01060
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07705
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06645
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt052050
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01769
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01769
TaxesSchedule/TaxesDetail/Amt074
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt074
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H HABBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137315951
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIDGEWATER FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN HABBERT
ReturnHeader/Filer/BusinessNameControlTxt0BRID
ReturnHeader/Filer/EIN0200524539
ReturnHeader/Filer/PhoneNum05137315951
ReturnHeader/Filer/USAddress/AddressLine1Txt01771 RINGLING BLVD UNIT 603
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04BC3884C685CC29EDF87CA258A881B50879BEBA0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.64.193.168
ReturnHeader/FilingSecurityInformation/IPDt02020-04-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:24:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 EAST 4TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132413111
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HERBERT L LEMASTER CPA
ReturnHeader/ReturnTs02020-07-15T14:33:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.27$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.15$3.43$3.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.06$4.39$0.25$0.19$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.27$0.18$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.24$0.18$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.21$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.07$0.18$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.07$0.18$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.03$0.18$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.09$0.18$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.19$0.20$0.01
2012Summary only. Only limited summary data is available for this year.$2.20$0.00$0.07$0.14$0.07
2011Summary only. Only limited summary data is available for this year.$2.28$0.00$0.02$0.15$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.14