2022-05-04T14:37:43-05:00 2021-06-30 271728945 PKF O'CONNOR DAVIES LLP FOUR CORPORATE DRIVE SUITE 488 SHELTON CT 064846241 990 2020-07-01 060646974 LIFEBRIDGE COMMUNITY SERVICES INC LIFE 2033684291 475 CLINTON AVENUE BRIDGEPORT CT 06605 EDITH LEE PRESIDENT/CEO 2033684291 2022-05-04 1 EDITH LEE XXX-XX-XXXX EVA MRUK P00543254 2039293535 2022-05-03 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z EDITH LEE 475 CLINTON AVENUE BRIDGEPORT CT 06605 10593071 0 X WWW.LIFEBRIDGECT.ORG X 1849 CT LIFEBRIDGE PARTNERS WITH BRIDGEPORT'S YOUTH AND FAMILIES TO BUILD RESILIENCE. WORKING WITH YOUTH AND FAMILIES, WE HELP THEM REACH THEIR FULL POTENTIAL WITHIN A STRONGER COMMUNITY. 14 13 185 63 0 0 5163375 6442785 3737628 3186635 5464 500 537755 -487 9444222 9629433 0 120677 0 0 6319475 6090344 0 0 363536 3259369 3712475 9578844 9923496 -134622 -294063 4624919 3971886 1789873 1312717 2835046 2659169 X OUR MISSION IS TO PARTNER WITH BRIDGEPORT'S YOUTH AND FAMILIES TO BUILD RESILIENCE. WORKING WITH YOUTH AND FAMILIES, WE HELP THEM REACH THEIR FULL POTENTIAL WITHIN A STRONGER COMMUNITY. 0 0 3461385 0 2019475 BEHAVIORAL HEALTH SERVICES: LIFEBRIDGE COMMUNITY SERVICES PROVIDES PSYCHIATRIC OUTPATIENT AND SUBSTANCE ABUSE COUNSELING SERVICES FOR YOUTH AND ADULTS. LIFEBRIDGE PROVIDES SERVICES IN TWO LOCATIONS, BRIDGEPORT AND FAIRFIELD. WE ALSO OFFER SPECIALIZED CARE FOR SURVIVORS OF DOMESTIC VIOLENCE AND INTENSIVE CASE MANAGEMENT SERVICES FOR INDIVIDUALS LIVING WITH CHRONIC, SEVERE MENTAL ILLNESS. SERVICES COMBINED WERE PROVIDED TO 1,676 INDIVIDUALS. 3054713 0 1167160 SOCIAL ENTERPRISES: LIFEBRIDGE SOCIAL ENTERPRISE PROGRAMS HELPED CLIENTS RETAIN THEIR INDEPENDENCE AND IMPROVE THEIR NUTRITION. SIGN LANGUAGE INTERPRETING PROVIDES SERVICES TO DEAF, DEAF BLIND AND HARD OF HEARING INDIVIDUALS THAT USE SIGN LANGUAGE AS THEIR PRIMARY MEANS OF COMMUNICATION. SIGN LANGUAGE PROVIDES SERVICE THROUGHOUT CT TO APPROXIMATELY 1,000 DEAF INDIVIDUALS. THE PROGRAM ENABLES EFFECTIVE COMMUNICATION IN MEDICAL, LEGAL, CORPORATE, GOVERNMENT, AND EDUCATION FOR THE DEAF COMMUNITY. OUR FOOD SERVICE ENTERPRISE DELIVERED OVER 347,000 NUTRITIONAL MEALS TO A COMBINED 2,250 HOMEBOUND SENIOR CITIZENS AND DISABLED INDIVIDUALS, AND TO SENIOR CITIZENS IN CONGREGATE SETTINGS. 786302 0 0 YOUTH SERVICES: LIFEBRIDGE PROVIDED SUMMER DAY CAMP AND AFTER-SCHOOL ENRICHMENT PROGRAMS FOR 70 BRIDGEPORT YOUTH IN 6TH TO 9TH GRADE. THE PROGRAM OFFERS YOUTH THE OPPORTUNITY TO ENGAGE IN STEAM ENRICHMENT ACTIVITIES SUCH AS MUSIC, ART, DANCE, MARTIAL ARTS, AND ROBOTICS COUPLED WITH PERSONAL TUTORING WITH AN EMPHASIS ON SOCIAL EMOTIONAL LEARNING. 484164 120677 0 ECONOMIC EMPOWERMENT: LIFEBRIDGE WORKS WITH OTHER AGENCIES TO SECURE AND MAINTAIN HOUSING, IMPROVE EMPLOYMENT SKILLS TO PREPARE INDIVIDUALS FOR BETTER JOBS, AND MEET SOME BASIC NEEDS. DURING THE FISCAL YEAR, LIFEBRIDGE COMMUNITY SERVICES ASSISTED HUNDREDS OF INDIVIDUALS WITH ECONOMIC EMPOWERMENT THROUGH OUR WORK SKILLS TRAINING PROGRAM, COORDINATED ASSISTANCE WITH THE TEMPORARY ASSISTANCE FOR NEEDY FAMILY PROGRAM, PROVIDED CLOTHING VIA OUR COMMUNITY CLOSET AND DISTRIBUTED THOUSANDS OF DISPOSABLE DIAPERS TO HUNDREDS OF FAMILIES VIA OUR PARTNERSHIP WITH THE DIAPER BANK. 484164 120677 0 7786564 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 31 0 185 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X FRANK FARIAS CFO 2033684291 475 CLINTON AVENUE BRIDGEPORT CT 06605 HOWARD GREENE CHAIRPERSON/TREASURER 2.00 X X 0 0 0 GEORGE KASPER ESQ FIRST VICE CHAIRPERSON 2.00 X X 0 0 0 STEVE FINNEGAN SECOND VICE CHAIRPERSON 2.00 X X 0 0 0 BRENDAN MILES TREASURER, THRU MAY 2021 2.00 X X 0 0 0 BRIAN KELLY ASSISTANT TREASURER 2.00 X X 0 0 0 JEANNE BREEN MD SECRETARY 2.00 X X 0 0 0 LAURA COUGLIN DIRECTOR 1.00 X 0 0 0 LAWRENCE GANIM DIRECTOR 1.00 X 0 0 0 JOHN J LOMBARDI DIRECTOR 1.00 X 0 0 0 JAYME STEVENSON DIRECTOR 1.00 X 0 0 0 PAUL TIMPANELLI DIRECTOR 1.00 X 0 0 0 ELLEN TOWER DIRECTOR 1.00 X 0 0 0 THOMAS TRAVERS DIRECTOR 1.00 X 0 0 0 HAROLD TRISCHMAN JR DIRECTOR 1.00 X 0 0 0 KENNETH WEINSTEIN DIRECTOR 1.00 X 0 0 0 ALAN J MATHIS PRESIDENT & CEO 40.00 X 247518 0 24866 FRANK FARIAS CHIEF FINANCIAL OFFICER 40.00 X 154220 0 11438 DAWN HATCHETT CHIEF OPERATING OFFICER 40.00 X 133250 0 0 CARY OSTROW CHIEF BEHAVIORAL HEALTH OFFICER 40.00 X 134011 0 10764 KIM JOHNSON CHIEF YOUTH DEV. OFFICER 40.00 X 109556 0 30375 SIMON OVANESSIAN CHIEF MEDICAL OFFICER 40.00 X 115000 0 0 ROSE LEGER APRN 40.00 X 112147 0 22090 1005702 0 99533 7 0 1 0 LINDLEY ACQUISITION CORPORATION PO BOX 743074 ATLANTA GA 30374 FOOD SERVICES 1367652 FAMILY CENTERS INC 40 ARCH STREET GREENWICH CT 06836 IT SERVICES 260650 2 424 201069 5129518 1111774 27672 6442785 BEHAVIORAL HEALTH SERV 624100 2019475 2019475 SOCIAL ENTERPRISES 624100 1167160 1167160 3186635 288 288 946517 946305 212 212 212 7536 201069 17333 -9797 -9797 OTHER INCOME 900099 6773 6773 REBATES 900099 2537 2537 9310 9629433 3186635 0 13 120677 120677 453029 453029 22551 22551 4685585 4063686 376089 245810 512795 427840 59076 25879 416384 330926 65440 20018 6314 6314 56500 56500 278771 199121 74075 5575 3295 677 260 2358 183567 106390 70910 6267 431361 303943 106047 21371 242149 200892 35190 6067 130567 128173 2372 22 3642 3642 143 143 243856 197579 38683 7594 43792 38056 4883 853 FOOD COSTS 1520544 1515680 4864 BAD DEBT EXPENSE 369543 376 369167 PROGRAM EXPENSES 142789 127804 11509 3476 STAFF RECRUITMENT 23183 21097 1791 295 32459 5 19367 13087 9923496 7786564 1773396 363536 132045 58395 1161509 716652 503900 336122 343637 456603 109135 96745 6971558 5410486 1726092 1561072 648601 746297 4624919 3971886 855711 1149293 15000 20000 210411 143424 708751 0 1789873 1312717 X 1645935 1427567 1189111 1231602 2835046 2659169 4624919 3971886 X -294063 48 118138 X X 0 1 X 1 1 1 X 6126211 6471627 6142659 5687924 6442785 30871206 6126211 6471627 6142659 5687924 6442785 30871206 30871206 29140 24206 19597 9615 288 82846 127566 116142 26980 22762 9310 302760 31256812 20006045 0.98770 0.96630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 127,566. 2017 AMOUNT: $ 116,142. 2018 AMOUNT: $ 26,980. 2019 AMOUNT: $ 22,762. 2020 AMOUNT: $ 9,310. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 864911 118138 983049 872626 -7715 864911 873883 -1257 872626 856582 17301 873883 830403 26179 856582 0.00000 1.00000 0.00000 0 0 210000 210000 5650018 4442408 1207610 649481 569854 79627 462059 398224 63835 1561072 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 572434 UNEMPLOYMENT SERVICES TRUST FUND 169862 SECURITY DEPOSITS 4001 746297 X 9764952 48 135471 135519 9629433 0 9629433 9940829 17333 17333 9923496 0 9923496 PART V, LINE 4: INVESTMENT INCOME FROM THE ORGANIZATION'S ENDOWMENT IS USED TO FUND CURRENT OPERATIONS, PER DONOR AGREEMENTS. PART X, LINE 2: THE AGENCY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT IS NOT AWARE OF ANY EXPOSURE TO UNCERTAIN TAX POSITIONS THAT REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE AGENCY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE FEDERAL GOVERNMENT FOR PERIOD ENDING ON OR PRIOR TO 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 17,333. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 118,138. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 17,333. VIRTUAL GALA 208605 201069 7536 6704 8289 2340 208605 201069 7536 6704 8289 2340 17333 -9797 1 CLIENT FOOD VOUCHERS 14 26340 CLIENT HEALTH INSURANCE ASSISTANCE 20 3244 EMERGENCY FINANCIAL ASSISTANCE 70 31393 HOUSING SUBSIDY FUND 22 6644 RENTAL AND HOUSING ASSISTANCE 31 53056 PART I, LINE 2: DISTRIBUTION AND DETERMINATION OF VOUCHERS AND OTHER ASSISTANCE IS MANAGED BY SUPERVISORS AND PROGRAM DIRECTORS. SOME GRANTS INCLUDE FUNDING FOR FOOD, CLOTHING OR OTHER ESSENTIALS FOR CLIENTS. THIS IS GENERALLY ACCOMPLISHED BY PURCHASING AND DISTRIBUTING STORE GIFT CARDS. THE PURCHASE, TRACKING, AND DISTRIBUTION OF GIFT CARDS ARE MONITORED BY CASE MANAGERS AND PROGRAM MANAGERS TO ENSURE PROPER USE. X X X 0 0 0 0 0 0 0 1 0 ALAN J MATHIS PRESIDENT & CEO 227518 0 20000 0 0 0 0 0 24866 0 272384 0 0 0 FRANK FARIAS CHIEF FINANCIAL OFFICER 144220 0 10000 0 0 0 0 0 11438 0 165658 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE DISCRETIONARY BONUSES: ALAN J. MATHIS, PRESIDENT & CEO - $20,000 FRANK FARIAS, CFO - $10,000 KIM JOHNSON, CHIEF YOUTH DEV. OFFICER - $5,000 CARY OSTROW, CHIEF BEHAVIORAL HEALTH OFFICER - $1,500 X 27672 COST 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, A COPY OF THE RETURN IS REVIEWED BY THE PRESIDENT/CEO, CFO AND TREASURER, BEFORE IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS ANY CONFLICTS OF INTEREST THROUGH ITS RISK MANAGEMENT PROGRAM. ANNUALLY, THE ORGANIZATION REQUIRES THE DISCLOSURE OF ANY POTENTIAL CONFLICT. FOR MEMBERS OF THE BOARD OF DIRECTORS, SUCH DISCLOSURES TAKE PLACE AT THE SEPTEMBER BOARD MEETING. FOR EMPLOYEES AND VOLUNTEERS, SUCH DISCLOSURES TAKE PLACE AT THE FIRST MEETING IN SEPTEMBER OF THE ORGANIZATION'S EXECUTIVE MANAGEMENT GROUP. THE PRESIDENT/CEO OR HIS DESIGNEE RECORDS ALL DISCLOSURES OF CONFLICTS OF INTEREST THAT ARISE DURING THE COURSE OF THE YEAR AND REPORTS SUCH TO THE RISK MANAGEMENT COMMITTEE OF THE BOARD, WHO IS RESPONSIBLE FOR DETERMINING IF A CONFLICT EXISTS AND THE APPROPRIATE ACTION TO BE TAKEN. ANY PERSON GOVERNED BY THE POLICY WHO HAS A CONFLICT OF INTEREST IN ANY PROPOSED TRANSACTION OR OTHER MATTER REFRAINS FROM PARTICIPATING IN CONSIDERATION OF THE PROPOSED TRANSACTION OR OTHER MATTER. IN THE CASE OF A DIRECTOR OR MEMBER OF A BOARD COMMITTEE, HE OR SHE DOES NOT VOTE ON THE MATTER IN QUESTION AND, IF SO REQUESTED BY THE CHAIR OR ANY MEMBER OF THE BOARD OR BOARD COMMITTEE, IS NOT PRESENT AT THE TIME OF THE FINAL DISCUSSION AND/OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/CEO COMPENSATION IS REVIEWED AND DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. A NATIONAL ALLIANCE COMPENSATION SURVEY IS USED TO DETERMINE THE COMPENSATION LEVEL. THE LAST TIME THE PROCESS WAS UNDERTAKEN WAS JUNE 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 118,138. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FAMILY ASSETS LLC 475 CLINTON AVENUE BRIDGEPORT CT 06605 INACTIVE CT 0 0 LIFEBRIDGE COMMUNITY SERVICES INC