Civic Intelligence

Newbridge Fund Inc.

990 • Fiscal year 2014 • EIN 22-2698009

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 13, 2015

7 Industrial RoadSuite07440

(973) 839-2520

Siviq Scores

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

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2014 filings • NTEE F • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2014 filings • NTEE F • $1M-$5M nonprofits • Source year 2014

Net Margin

2nd percentile

-79%

Higher net margin than 2% of similar nonprofits.

2014 filings • NTEE F • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2014 filings • NTEE F • $1M-$5M nonprofits • Source year 2014

Asset Growth

5th percentile

-17%

Faster asset growth than 5% of similar nonprofits.

2014 filings • NTEE F • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

4.3%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • NTEE F • $1M-$5M nonprofits • Annualized from 2012 to 2014

Assets

Down

$1,000,603

Down $211,386 (-17%) from 2013

Net Assets

Down

$989,573

Down $219,416 (-18%) from 2013

Liabilities

Up

$11,030

Up $8,030 (+268%) from 2013

Revenue

$277,599

No earlier filing loaded for comparison.

Expenses

Down

$497,015

Down $47,594 (-8.7%) from 2013

Net Income

-$219,416

No earlier filing loaded for comparison.

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 2011: $339,443Liabilities 2011: $93,307Net Assets 2011: $246,1362011Assets 2012: $193,621Liabilities 2012: $4,627Net Assets 2012: $188,9942012Assets 2013: $1,211,989Liabilities 2013: $3,000Net Assets 2013: $1,208,9892013Assets 2014: $1,000,603Liabilities 2014: $11,030Net Assets 2014: $989,5732014Assets 2015: $673,712Liabilities 2015: $0Net Assets 2015: $673,7122015Assets 2016: $1,682,770Liabilities 2016: $0Net Assets 2016: $1,682,7702016Assets 2017: $1,747,332Liabilities 2017: $1,917Net Assets 2017: $1,745,4152017Assets 2018: $1,551,181Liabilities 2018: $5,600Net Assets 2018: $1,545,5812018Assets 2019: $2,057,994Liabilities 2019: $6,500Net Assets 2019: $2,051,4942019Assets 2020: $1,817,630Liabilities 2020: $4,500Net Assets 2020: $1,813,1302020Assets 2021: $1,673,013Liabilities 2021: $8,417Net Assets 2021: $1,664,5962021Assets 2022: $2,244,215Liabilities 2022: $15,947Net Assets 2022: $2,228,2682022Assets 2023: $1,499,745Liabilities 2023: $35,671Net Assets 2023: $1,464,0742023Assets 2024: $1,362,177Liabilities 2024: $21,272Net Assets 2024: $1,340,9052024

Highlighted filing

2014

Assets$1,000,603
Liabilities$11,030
Net Assets$989,573

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $172,449Expenses 2011: $164,260Net Income 2011: $8,1892011Revenue 2012: $255,385Expenses 2012: $224,800Net Income 2012: $30,5852012Expenses 2013: $544,6092013Revenue 2014: $277,599Expenses 2014: $497,015Net Income 2014: -$219,4162014Revenue 2015: $617,807Expenses 2015: $934,465Net Income 2015: -$316,6582015Revenue 2016: $1,233,263Expenses 2016: $224,695Net Income 2016: $1,008,5682016Revenue 2017: $207,107Expenses 2017: $144,462Net Income 2017: $62,6452017Revenue 2018: $818,265Expenses 2018: $813,649Net Income 2018: $4,6162018Revenue 2019: $543,968Expenses 2019: $38,055Net Income 2019: $505,9132019Revenue 2020: $479,896Expenses 2020: $718,260Net Income 2020: -$238,3642020Revenue 2021: $342,839Expenses 2021: $491,373Net Income 2021: -$148,5342021Revenue 2022: $918,214Expenses 2022: $354,542Net Income 2022: $563,6722022Revenue 2023: $254,663Expenses 2023: $1,018,857Net Income 2023: -$764,1942023Revenue 2024: $121,147Expenses 2024: $117,174Net Income 2024: $3,9732024

Highlighted filing

2014

Revenue$277,599
Expenses$497,015
Net Income-$219,416
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$333,280
Mission and Program Overview

Mission

Fundraising to support the charitable organization, newbridge services inc. (ein xxx-xx-xxxx), in its efforts to bring balance to people's lives by providing counseling, housing and education.

SEE PART III - LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$392,234$473,303▲ $81,069
Cash and Non-Interest-Bearing Accounts$238,273$144,205▼ $94,068
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
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
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,211,989$1,000,603▼ $211,386
Other Assets Total$581,482$383,095▼ $198,387
Liabilities
Accounts Payable and Accrued Expenses$3,000$11,030▲ $8,030
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,000$11,030▲ $8,030
Net Assets / Fund Balance
Unrestricted Net Assets$1,006,246$786,830▼ $219,416
Temporarily Rstr Net Assets$202,743$202,743→ $0
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,208,989$989,573▼ $219,416
Total Liabilities and Net Assets / Fund Balance$1,211,989$1,000,603▼ $211,386

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$74,595--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary AmeenPresident
Allen LevyVice-president
Francis McenerneyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$216,005
Program Service Revenue
$0
Investment Income
$1,122
Other Revenue
$60,472
All Other Contributions
$131,005
Change in Net Assets
$-219,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$430,625
Other Expenses$66,390
Total Fundraising Expense$4,687
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$430,625--$430,625
Other Expenses-$61,703$4,687$66,390
Total Functional Expenses$430,625$61,703$4,687$497,015
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
22-1725830--To Support the Mental Health Programs and Activities of the Recipient.$429,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$111,026
Fundraising Direct Expenses$55,681
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$112,222$57,222$14,872$42,350
Event 2$80,054$50,054$35,939$14,115
Total Events$196,026$111,026$55,681$55,345
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

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
Audit committee
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
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, #8

Minutes are documented for each meeting of the board of trustees.

FORM 990, PART VI, SECTION B, LINE #11

Newbridge fund, inc. Is an affiliate of newbridge services, inc. Newbridges' cfo e-mails the draft 990 to each member of the finance committee for review and comment prior to filing with the irs.

Filing and Contact Details

Filer

EIN
22-2698009
In Care Of
% RONALD J SURLAK
Phone
9738392520

Signing Officer

Name
Ronald J Surlak
Title
CFO
Phone
9736862241
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Parker CEO
Formed
1985
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Preparer
Bernard W Stubofsky
Phone
9736862241
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085386
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01658674
IRS990ScheduleA/TotalSupportAmt01669688
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0308500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt174595
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PLEDGES RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM AFFILIATE
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0383095
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt085000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt055000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt030000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt055681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0112222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt080054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0196026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt050054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0111026
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GALA DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055345
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04870
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt055681
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014872
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt035939
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0429500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE MENTAL HEALTH PROGRAMS AND ACTIVITIES OF THE RECIPIENT.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10NEWBRIDGE SERVICES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0221725830
IRS990ScheduleI/RecipientTable/USAddress/AddressLine107 INDUSTRIAL ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0PEQUANNOCK
IRS990ScheduleI/RecipientTable/USAddress/State0NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode007440
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MINUTES ARE DOCUMENTED FOR EACH MEETING OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEWBRIDGE FUND, INC. IS AN AFFILIATE OF NEWBRIDGE SERVICES, INC. NEWBRIDGES' CFO E-MAILS THE DRAFT 990 TO EACH MEMBER OF THE FINANCE COMMITTEE FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, #8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE #11
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10NEWBRIDGE SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0221725830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH SRVCS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170B1AIV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine107 INDUSTRIAL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PEQUANNOCK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode007440
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0429500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10NEWBRIDGE SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0GRANT
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0202743
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0202743
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01211989
IRS990/TotalAssetsEOYAmt01000603
IRS990/TotalAssetsGrp/BOYAmt01211989
IRS990/TotalAssetsGrp/EOYAmt01000603
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0216005
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04687
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061703
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0430625
IRS990/TotalFunctionalExpensesGrp/TotalAmt0497015
IRS990/TotalGrossUBIAmt06249
IRS990/TotalLiabilitiesBOYAmt03000
IRS990/TotalLiabilitiesEOYAmt011030
IRS990/TotalLiabilitiesGrp/BOYAmt03000
IRS990/TotalLiabilitiesGrp/EOYAmt011030
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01208989
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0989573
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0430625
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277599
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06249
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01211989
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01000603
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01006246
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0786830
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.02$1.34$0.12$0.12$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.04$1.46$0.25$1.02$0.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.02$2.23$0.92$0.35$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.01$1.66$0.34$0.49$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.81$0.48$0.72$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.01$2.05$0.54$0.04$0.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.01$1.55$0.82$0.81$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.21$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.23$0.22$1.01
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.62$0.93$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.28$0.50$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.54
2012Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.26$0.22$0.03
2011Summary only. Only limited summary data is available for this year.$0.34$0.09$0.25$0.17$0.16$0.01