Civic Intelligence

Bridge Transcends Inc.

990 • Fiscal year 2023 • EIN 84-2973967

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileTHEBRIDGETRANSCENDS.COM
757 Third Ave 10flNew York, NY 10017

(917) 838-0468

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$254,758

Flat from 2023

Net Assets

Flat

$254,758

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Flat

$237,351

Flat from 2023

Expenses

Flat

$73,019

Flat from 2023

Net Income

Flat

$164,332

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2020: $29,100Liabilities 2020: $0Net Assets 2020: $29,1002020Assets 2021: $41,135Liabilities 2021: $0Net Assets 2021: $41,1352021Assets 2022: $90,426Liabilities 2022: $0Net Assets 2022: $90,4262022Assets 2023: $254,758Liabilities 2023: $0Net Assets 2023: $254,7582023Assets 2023: $254,758Liabilities 2023: $0Net Assets 2023: $254,7582023Assets 2024: $456,322Liabilities 2024: $0Net Assets 2024: $456,3222024

Highlighted filing

2023

Assets$254,758
Liabilities$0
Net Assets$254,758
Open 2023 Filing

Operations Trend

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

$300K$200K$100K$0Revenue 2020: $28,000Expenses 2020: $8,058Net Income 2020: $19,9422020Revenue 2021: $14,110Expenses 2021: $2,075Net Income 2021: $12,0352021Revenue 2022: $188,448Expenses 2022: $139,157Net Income 2022: $49,2912022Revenue 2023: $237,351Expenses 2023: $73,019Net Income 2023: $164,3322023Revenue 2023: $237,351Expenses 2023: $73,019Net Income 2023: $164,3322023Revenue 2024: $292,770Expenses 2024: $91,206Net Income 2024: $201,5642024

Highlighted filing

2023

Revenue$237,351
Expenses$73,019
Net Income$164,332
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$237,351
Mission and Program Overview

Mission

To foster an inclusive network that generates meaningful connections among financial lines professionals with the goal of developing and advancing high potential women in order to increase the number of diverse colleagues in senior roles.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,426$254,758▲ $164,332
Total Assets$90,426$254,758▲ $164,332
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$90,426$254,758▲ $164,332
Total Net Assets Fund Balance$90,426$254,758▲ $164,332
Total Liabilities and Net Assets / Fund Balance$90,426$254,758▲ $164,332
Compensation and Service Providers

Board Members and Trustees

NameTitle
Allison CooperPresident
Cathy CossuBoard Member
David LyndersBoard Member
Japhet BoutinBoard Member
Jennifer SharkeyBoard Member
John BenedettoBoard Member
Laura CoppolaBoard Member
Melissa PhillipsBoard Member
Stacey WoodyBoard Member
Stefanie PelletierBoard Member
Deidre MartinCo-secretary
Michelle KleinCo-secretary
Christine WilliamsCo-vice Pres
Heather FoxCo-vice Pres
Kimberly IacoccaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$237,351
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$237,351
Change in Net Assets
$164,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,019
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$64,468--$64,468
Insurance-$8,070-$8,070
Information Technology-$338-$338
Advertising$143--$143
Total Functional Expenses$64,611$8,408$0$73,019
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“On november 9, 2024, the bridge executive committee of the board approved a board policy manual including association policies for whistleblower, document retention, conflicts of interest, private inurements, and antitrust.”

Form 990, Page 6, Part VI, Line 11B

“A copy of the return is provided to the board of directors for review.”

Form 990, Page 6, Part VI, Line 19

“Documents made available upon request.”

Filing and Contact Details

Filer

Filer Name
Bridge Transcends Inc
EIN
84-2973967
Phone
9178380468
Address
757 THIRD AVE 10FL, NEW YORK, NY 10017

Signing Officer

Name
Nathan Salati
Title
CFO
Phone
9178380468
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Cooper
Formed
2019
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
20

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240-3797
Preparer
James J Cline
Phone
3175661000
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“The return is being amended to correct the principal officer's address on page 1, section f.”

FORM 990 - ORGANIZATION'S MISSION

“To foster an inclusive network that generates meaningful connections among financial lines professionals with the goal of developing and advancing high potential women in order to increase the number of diverse colleagues in senior roles.”

Form 990, Page 2, Part III, Line 4A

“The bridge provides educational programming focused on development topics such as leadership, career planning, mentorship and inclusion. The bridge also provides a technical series of training led by industry subject matter experts. The bridge also has a mentorship program which connects more senior leaders in the financial lines insurance industry with junior members in the industry. The purpose of the program is for mentors to educate their mentees and offer career support and advice. The overall goal of the mentorship program is to foster diversity, equity and inclusion within the financial lines industry. The bridge currently provides its educational programming via webinars and in-person events.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS BEING AMENDED TO CORRECT THE PRINCIPAL OFFICER'S ADDRESS ON PAGE 1, SECTION F.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO FOSTER AN INCLUSIVE NETWORK THAT GENERATES MEANINGFUL CONNECTIONS AMONG FINANCIAL LINES PROFESSIONALS WITH THE GOAL OF DEVELOPING AND ADVANCING HIGH POTENTIAL WOMEN IN ORDER TO INCREASE THE NUMBER OF DIVERSE COLLEAGUES IN SENIOR ROLES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BRIDGE PROVIDES EDUCATIONAL PROGRAMMING FOCUSED ON DEVELOPMENT TOPICS SUCH AS LEADERSHIP, CAREER PLANNING, MENTORSHIP AND INCLUSION. THE BRIDGE ALSO PROVIDES A TECHNICAL SERIES OF TRAINING LED BY INDUSTRY SUBJECT MATTER EXPERTS. THE BRIDGE ALSO HAS A MENTORSHIP PROGRAM WHICH CONNECTS MORE SENIOR LEADERS IN THE FINANCIAL LINES INSURANCE INDUSTRY WITH JUNIOR MEMBERS IN THE INDUSTRY. THE PURPOSE OF THE PROGRAM IS FOR MENTORS TO EDUCATE THEIR MENTEES AND OFFER CAREER SUPPORT AND ADVICE. THE OVERALL GOAL OF THE MENTORSHIP PROGRAM IS TO FOSTER DIVERSITY, EQUITY AND INCLUSION WITHIN THE FINANCIAL LINES INDUSTRY. THE BRIDGE CURRENTLY PROVIDES ITS EDUCATIONAL PROGRAMMING VIA WEBINARS AND IN-PERSON EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ON NOVEMBER 9, 2024, THE BRIDGE EXECUTIVE COMMITTEE OF THE BOARD APPROVED A BOARD POLICY MANUAL INCLUDING ASSOCIATION POLICIES FOR WHISTLEBLOWER, DOCUMENT RETENTION, CONFLICTS OF INTEREST, PRIVATE INUREMENTS, AND ANTITRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt090426
IRS990/TotalAssetsEOYAmt0254758
IRS990/TotalAssetsGrp/BOYAmt090426
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08408
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064611
IRS990/TotalFunctionalExpensesGrp/TotalAmt073019
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt090426
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0254758
IRS990/TotalProgramServiceExpensesAmt064611
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0237351
IRS990/TotalVolunteersCnt020
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0254758
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0757 THIRD AVE 10FL
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010017
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0THEBRIDGETRANSCENDS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATHAN SALATI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09178380468
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIDGE TRANSCENDS INC
ReturnHeader/Filer/BusinessNameControlTxt0BRID
ReturnHeader/Filer/EIN0842973967
ReturnHeader/Filer/PhoneNum09178380468
ReturnHeader/Filer/USAddress/AddressLine1Txt0757 THIRD AVE 10FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205520612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L M HENDERSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 E 96TH ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462403797
ReturnHeader/PreparerPersonGrp/PhoneNum03175661000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J CLINE
ReturnHeader/ReturnTs02024-11-15T12:12:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,758
Liabilities
$0
Net assets
$254,758
Revenue
$237,351
Expenses
$73,019
Net income
$164,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$0.00$4.56$2.93$0.91$2.02
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.37$0.73$1.64
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.37$0.73$1.64
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.88$1.39$0.49
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.14$0.02$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.28$0.08$0.20