Civic Intelligence

Brightbridge Foundation Inc.

990EZ • Fiscal year 2018 • EIN 80-0709184

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization ProfileRTN.ORG/RTN-GOODWORKS-FOUNDATION
600 Main StreetWaltham, MA 02452

(781) 736-9988

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$62,197

Up $10,436 (+20%) from 2017

Net Assets

Up

$62,197

Up $10,436 (+20%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin79th percentile

Revenue

Down

$45,389

Down $16,022 (-26%) from 2017

Expenses

Up

$34,953

Up $5,074 (+17%) from 2017

Net Income

Down

$10,436

Down $21,096 (-67%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$100K$50K$0Assets 2010: $1Liabilities 2010: $0Net Assets 2010: $02010Assets 2017: $51,761Liabilities 2017: $0Net Assets 2017: $51,7612017Assets 2018: $62,197Liabilities 2018: $0Net Assets 2018: $62,1972018Assets 2019: $67,481Liabilities 2019: $0Net Assets 2019: $67,4812019Assets 2020: $64,329Liabilities 2020: $0Net Assets 2020: $64,3292020Assets 2021: $84,924Liabilities 2021: $0Net Assets 2021: $84,9242021Assets 2022: $97,415Liabilities 2022: $0Net Assets 2022: $97,4152022Assets 2023: $92,702Liabilities 2023: $02023

Highlighted filing

2018

Assets$62,197
Liabilities$0
Net Assets$62,197
Open 2018 Filing

Operations Trend

Revenue Growth20th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Revenue 2017: $61,411Expenses 2017: $29,879Net Income 2017: $31,5322017Revenue 2018: $45,389Expenses 2018: $34,953Net Income 2018: $10,4362018Revenue 2019: $44,363Expenses 2019: $39,079Net Income 2019: $5,2842019Revenue 2020: $16,601Expenses 2020: $19,753Net Income 2020: -$3,1522020Revenue 2021: $49,014Expenses 2021: $28,419Net Income 2021: $20,5952021Revenue 2022: $27,121Expenses 2022: $14,630Net Income 2022: $12,4912022Revenue 2023: $21,017Expenses 2023: $25,727Net Income 2023: -$4,7102023

Highlighted filing

2018

Revenue$45,389
Expenses$34,953
Net Income$10,436
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$60,056
Mission and Program Overview

Mission

Rtn goodworks foundation is a non-profit, public charitable foundation that fosters financial wellness, and promotes financial literacy and community involvement. Founded in 2011, the rtn goodworks foundation is a natural outgrowth of the credit union's commitment to community activities and financial literacy as a key component of financial health efforts.

Program Services

DescriptionGrantsExpenses
RTN GOODWORKS FOUNDATION IS A NON-PROFIT, PUBLIC CHARITABLE FOUNDATION THAT FOSTERS FINANCIAL WELLNESS, AND PROMOTES FINANCIAL LITERACY AND COMMUNITY INVOLVEMENT.$27,472$33,558
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN C KUHNChair & Director-$0--
NICOLE JAMESTreasurer & Director-$0--
HENRY DOYLEClerk & Director-$0--
JOHN F TORPEY JRDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$35,700$21,033$14,667$6,366
Total Events$35,700$21,033$14,667$6,366
Filing and Contact Details

Filer

Filer Name
Rtn Goodworks Foundation
EIN
80-0709184
Phone
7817369988
Address
600 MAIN STREET, WALTHAM, MA 02452

Signing Officer

Name
Sarita Ledani
Title
Executive Director
Phone
7817369988
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
300 CROWN COLONY DRIVE SUITE 310, QUINCY, MA 02169
Preparer
Timothy Warren
Phone
6179848100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 137.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: annual financial report fees. Amount: 79. Description: transactions fees. Amount: 679. Description: quickbooks fees. Amount: 638. Description: other operating expenses . Amount: 6,085. Total to form 990-ez, line 16: 7,481.”

Raw XML Appendix167 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0SARITA LEDANI
IRS990EZ/BooksInCareOfDetail/PhoneNum07817369988
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALTHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051761
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062197
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt038886
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010436
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051761
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062197
IRS990EZ/FundraisingGrossIncomeAmt021033
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027472
IRS990EZ/GrossReceiptsAmt060056
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0137
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051761
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062197
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051761
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062197
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOAN C KUHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HENRY DOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN F TORPEY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07481
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0RTN GOODWORKS FOUNDATION IS A NON-PROFIT, PUBLIC CHARITABLE FOUNDATION THAT FOSTERS FINANCIAL WELLNESS, AND PROMOTES FINANCIAL LITERACY AND COMMUNITY INVOLVEMENT. FOUNDED IN 2011, THE RTN GOODWORKS FOUNDATION IS A NATURAL OUTGROWTH OF THE CREDIT UNION'S COMMITMENT TO COMMUNITY ACTIVITIES AND FINANCIAL LITERACY AS A KEY COMPONENT OF FINANCIAL HEALTH EFFORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RTN GOODWORKS FOUNDATION IS A NON-PROFIT, PUBLIC CHARITABLE FOUNDATION THAT FOSTERS FINANCIAL WELLNESS, AND PROMOTES FINANCIAL LITERACY AND COMMUNITY INVOLVEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027472
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033558
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt014667
IRS990EZ/SpecialEventsNetIncomeLossAmt06366
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034953
IRS990EZ/TotalProgramServiceExpensesAmt033558
IRS990EZ/TotalRevenueAmt045389
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0RTN.ORG/RTN-GOODWORKS-FOUNDATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0112356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0137
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0228
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77810
IRS990ScheduleA/PublicSupportPY170Pct00.71820
IRS990ScheduleA/PublicSupportTotal170Amt0105268
IRS990ScheduleA/SubstantialContributorsTotAmt07088
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038886
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03320
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0112356
IRS990ScheduleA/TotalSupportAmt0135288
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt06366
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt016338
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt022704
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt014667
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014667
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014667
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021033
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06366
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014667
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 137.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ANNUAL FINANCIAL REPORT FEES. AMOUNT: 79. DESCRIPTION: TRANSACTIONS FEES. AMOUNT: 679. DESCRIPTION: QUICKBOOKS FEES. AMOUNT: 638. DESCRIPTION: OTHER OPERATING EXPENSES . AMOUNT: 6,085. TOTAL TO FORM 990-EZ, LINE 16: 7,481.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARITA LEDANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07817369988
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RTN GOODWORKS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RTNG
ReturnHeader/Filer/EIN0800709184
ReturnHeader/Filer/PhoneNum07817369988
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WALTHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002452
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A53DBAE8AE3BFC29E9AECF52760C2CD4F90396B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DCDC301DDE5B45545BF0BB810C95F69F0F486C99
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:42:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 CROWN COLONY DRIVE SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06179848100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY WARREN
ReturnHeader/ReturnTs02019-11-14T08:16:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,197
Liabilities
$0
Net assets
$62,197
Revenue
$45,389
Expenses
$34,953
Net income
$10,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$92.7$0.00$21.0$25.7$4.71
2022Detailed filing. Detailed filing data is available for this year.$97.4$0.00$97.4$27.1$14.6$12.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.9$0.00$84.9$49.0$28.4$20.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.3$0.00$64.3$16.6$19.8$3.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.5$0.00$67.5$44.4$39.1$5.28
2018Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$45.4$35.0$10.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.8$0.00$51.8$61.4$29.9$31.5
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00