Civic Intelligence

Bridge Forward Inc.

990EZ • Fiscal year 2023 • EIN 86-3858640

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

Organization Profile
75 State St STE 16Boston, MA 02109

(857) 236-4917

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-18%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

6th percentile

-71%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-50%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$8,806

Down $21,450 (-71%) from 2022

Net Assets

Down

$8,806

Down $21,450 (-71%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin21st percentile

Revenue

Down

$119,593

Down $118,892 (-50%) from 2022

Expenses

Down

$141,043

Down $108,458 (-43%) from 2022

Net Income

Down

-$21,450

Down $10,434 (-95%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$60K$40K$20K$0Assets 2021: $35,128Liabilities 2021: $0Net Assets 2021: $35,1282021Assets 2022: $30,256Liabilities 2022: $0Net Assets 2022: $30,2562022Assets 2023: $8,806Liabilities 2023: $0Net Assets 2023: $8,8062023Assets 2024: $47,737Liabilities 2024: $0Net Assets 2024: $47,7372024

Highlighted filing

2023

Assets$8,806
Liabilities$0
Net Assets$8,806
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KRevenue 2021: $150,000Expenses 2021: $114,872Net Income 2021: $35,1282021Revenue 2022: $238,485Expenses 2022: $249,501Net Income 2022: -$11,0162022Revenue 2023: $119,593Expenses 2023: $141,043Net Income 2023: -$21,4502023Revenue 2024: $147,104Expenses 2024: $108,173Net Income 2024: $38,9312024

Highlighted filing

2023

Revenue$119,593
Expenses$141,043
Net Income-$21,450
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.1
Gross Receipts
$119,593
Mission and Program Overview

Mission

To support families who need it most

Help families gain financial stability

Program Services

DescriptionGrantsExpenses
BFF supported approximately 35 families experiencing financial hardship with costs that helped cover housing, utilities, education and health-related expenses.-$38,659
Financial coaching & participant support programs-$10,985
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Luisa Pena LyonsPresidentFT$0--
Gloribel Beatriz RivasTreasurer-$0--
Joel JaquezClerk-$0--
Abdi AliDirector-$0--
Heather Caryn CatherwoodDirector-$0--
Sibusisiwe MalabaDirector-$0--
Wayne Derek YehDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bridge Forward Fund Inc
EIN
86-3858640
Address
75 State St STE 16, Boston, MA 02109

Signing Officer

Name
Luisa Pena Lyons
Title
President
Phone
8572364917
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Green Oak Financial Services LLC
Address
20 Marine Road, Milton, MA 02186
Preparer
Catherine A Finn CPA
Phone
6176156486
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Multiple recipients Grantee Multiple Amount 38,659”

Description of other expenses Part I line 16

“Description AmountBank fees 19Professional development 170PO Box & postage 289Taxes & fees 108Travel 147Payroll processing fees 704Payroll taxes 4,179Website 106Meetings & Other business exp 1,549Program expense 13,167”

Raw XML Appendix161 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08572364917
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt029 Maple St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030256
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08806
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0119593
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21450
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt08806
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038659
IRS990EZ/GrossReceiptsAmt0119593
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030256
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08806
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030256
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Luisa Pena Lyons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gloribel Beatriz Rivas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joel Jaquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Abdi Ali
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heather Caryn Catherwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sibusisiwe Malaba
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Wayne Derek Yeh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020438
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Help families gain financial stability
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BFF supported approximately 35 families experiencing financial hardship with costs that helped cover housing, utilities, education and health-related expenses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Financial coaching & participant support programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038659
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110985
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt064171
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141043
IRS990EZ/TotalProgramServiceExpensesAmt049644
IRS990EZ/TotalRevenueAmt0119593
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0119593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0238485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0150000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0508078
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0508078
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0119593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0238485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0150000
IRS990ScheduleA/Total509Grp/TotalAmt0508078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0119593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0238485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0150000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0508078
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Multiple recipients Grantee Multiple Amount 38,659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank fees 19Professional development 170PO Box & postage 289Taxes & fees 108Travel 147Payroll processing fees 704Payroll taxes 4,179Website 106Meetings & Other business exp 1,549Program expense 13,167
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Luisa Pena Lyons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08572364917
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bridge Forward Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0BRID
ReturnHeader/Filer/EIN0863858640
ReturnHeader/Filer/USAddress/AddressLine1Txt075 State St STE 16
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843965440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Green Oak Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 Marine Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002186
ReturnHeader/PreparerPersonGrp/PhoneNum06176156486
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine A Finn CPA
ReturnHeader/ReturnTs02024-09-07T11:54:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,806
Liabilities
$0
Net assets
$8,806
Revenue
$119,593
Expenses
$141,043
Net income
-$21,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.47$1.08$0.39
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.20$1.41$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$2.38$2.50$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.50$1.15$0.35