Civic Intelligence

Bridgewater Fund C/O John Habbert

990PF • Fiscal year 2020 • EIN 20-0524539

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 24, 2021

Organization Profile
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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

12%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$379,836

Up $57,094 (+18%) from 2019

Net Assets

Up

$379,836

Up $57,094 (+18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin80th percentile

Revenue

Up

$26,914

Up $2,850 (+12%) from 2019

Expenses

Down

$18,044

Down $194 (-1.1%) from 2019

Net Income

Up

$8,870

Up $3,044 (+52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2020

Assets$379,836
Liabilities$0
Net Assets$379,836
Open 2020 Filing

Operations Trend

Revenue Growth75th percentile

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

2020

Revenue$26,914
Expenses$18,044
Net Income$8,870
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 24, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
2021-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Larry E Powell
Phone
5132413111
Raw XML Appendix349 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DANCE THE NEXT GENERATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14405 DESOTO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 8058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35555 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4420 W WYOMING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SARASOTA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CINCINNATI
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01024
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0699
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01344
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02210
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015570
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07222
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01619
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01619
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H HABBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137315951
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-24
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/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/PreparationDt02021-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY E POWELL
ReturnHeader/ReturnTs02021-04-27T14:41:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HABBERT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$379,836
Liabilities
$0
Net assets
$379,836
Revenue
$26,914
Expenses
$18,044
Net income
$8,870
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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