2024-05-15T13:30:02-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC ONE CORPORATE DRIVE SUITE 725 SHELTON CT 064846241 990 2022-07-01 060646974 LIFEBRIDGE COMMUNITY SERVICES INC LIFE 2033684291 475 CLINTON AVENUE BRIDGEPORT CT 06605 EDITH BOYLE PRESIDENT/CEO 2033684291 2024-05-15 1 EDITH BOYLE XXX-XX-XXXX 1 EVA MRUK P00543254 2039293535 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z EDITH BOYLE 475 CLINTON AVENUE BRIDGEPORT CT 06605 8102049 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. 16 16 167 27 0 0 5127015 4670508 3174540 3367608 857 31647 4762 -58175 8307174 8011588 29535 6517 0 0 5867581 5485367 0 0 189664 3112942 3188794 9010058 8680678 -702884 -669090 4071184 3442935 2237304 2251619 1833880 1191316 X OUR MISSION IS TO PARTNER WITH INDIVIDUALS, YOUTH, AND FAMILIES TO IMPROVE WELL-BEING, STRENGTHEN RESILIENCE, AND CREATE A BRIGHTER FUTURE. 0 0 3440534 382 2161861 BEHAVIORAL HEALTH SERVICES: LIFEBRIDGE COMMUNITY SERVICES PROVIDES OUTPATIENT BEHAVIORAL HEALTH AND SUBSTANCE ABUSE COUNSELING SERVICES FOR YOUTH AND ADULTS. SERVICES THROUGH OUR BEHAVIORAL HEALTH SERVICES ARE PROVIDED WITH A TRAUMA INFORMED APPROACH. 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. BEHAVIORAL HEALTH PROVIDED 22.651 CLINICAL SESSIONS TO 1,552 UNIQUE INDIVIDUALS. 3124332 0 1205747 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 280,000 NUTRITIONAL MEALS TO A COMBINED 2,446 HOMEBOUND SENIOR CITIZENS AND DISABLED INDIVIDUALS, AND TO SENIOR CITIZENS IN CONGREGATE SETTINGS. 672277 0 0 YOUTH SERVICES: LIFEBRIDGE PROVIDED SUMMER DAY CAMP AND AFTER-SCHOOL ENRICHMENT PROGRAMS FOR 194 BRIDGEPORT YOUTH IN 6TH TO 9TH GRADE. WE PROVIDE ACADEMIC ENRICHMENT, AN OPPORTUNITY FOR YOUTH TO EXPLORE THEIR SKILLS AND TALENTS, IN AN ENVIRONMENT THAT FOSTERS SOCIAL AND EMOTIONAL LEARNING. YOUTH GAIN ACCESS TO ACTIVITIES SUCH AS ROBOTICS, STEM, MUSIC, VISUAL ARTS, HOMEWORK SUPPORT, AND ACADEMIC TUTORING. 185189 6136 0 ECONOMIC EMPOWERMENT: LIFEBRIDGE WORKS WITH OTHER AGENCIES TO HELP INDIVIDUALS AND FAMILIES SECURE AND MAINTAIN HOUSING AND MEET SOME BASIC NEEDS. DURING THE FISCAL YEAR, LIFEBRIDGE COMMUNITY SERVICES ASSISTED HUNDREDS OF INDIVIDUALS WITH ECONOMIC EMPOWERMENT BY COORDINATING ASSISTANCE WITH THE TEMPORARY ASSISTANCE FOR NEEDY FAMILY PROGRAM, PROVIDING CLOTHING VIA OUR COMMUNITY CLOSET AND DISTRIBUTION OF THOUSANDS OF DISPOSABLE DIAPERS TO HUNDREDS OF FAMILIES VIA OUR PARTNERSHIP WITH THE DIAPER BANK. 185189 6136 0 7422332 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 22 0 167 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X FRANK FARIAS CFO 2033684291 475 CLINTON AVENUE BRIDGEPORT CT 06605 GEORGE KASPER ESQ CHAIRPERSON 2.00 X X 0 0 0 JAYME STEVENSON FIRST VICE CHAIRPERSON 2.00 X X 0 0 0 DARA RICHARDS MD SECOND VICE CHAIRPERSON 2.00 X X 0 0 0 HOWARD GREENE TREASURER 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 STEVE FINNEGAN ASSISTANT SECRETARY 2.00 X X 0 0 0 ANNE DIAMOND JD DIRECTOR 1.00 X 0 0 0 LAWRENCE GANIM DIRECTOR 1.00 X 0 0 0 JOHN J LOMBARDI PHD 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 LIBBY TRAYNOR 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 EDITH BOYLE PRESIDENT & CEO 40.00 X 179716 0 5004 FRANK FARIAS CHIEF FINANCIAL OFFICER 40.00 X 157573 0 16815 CARY OSTROW CHIEF BEHAVIORAL HEALTH OF 40.00 X 136442 0 13331 KIM JOHNSON CHIEF YOUTH DEV. OFFICER 40.00 X 114308 0 33406 SIMON OVANESSIAN CHIEF MEDICAL OFFICER 40.00 X 115000 0 575 ROSE MARIE LEGER NURSE PRACTITIONER 40.00 X 115607 0 23068 818646 0 92199 6 0 1 0 LINDLEY ACQUISITION CORPORATION PO BOX 743074 ATLANTA GA 30374 FOOD SERVICES 1096450 1 144875 3844782 680851 4670508 BEHAVIORAL HEALTH SERV 624100 2144966 2144966 SOCIAL ENTERPRISES 624100 1222642 1222642 3367608 31647 31647 10800 144875 90461 -79661 -79661 OTHER INCOME 900099 20774 20774 REBATES 900099 712 712 21486 8011588 3367608 0 -26528 6517 6517 410319 354126 47300 8893 4307551 3717633 496556 93362 327353 282522 37736 7095 440144 379866 50738 9540 1361 1361 58520 58520 385393 267671 116426 1296 15057 1170 539 13348 205350 140568 62889 1893 210926 147126 38510 25290 164868 129703 31472 3693 144583 143899 558 126 1484 1484 36701 36701 250789 199479 44981 6329 88509 70809 14578 3122 FOOD COSTS 1127835 1127790 45 BAD DEBT EXPENSE 346075 346075 PROGRAM EXPENSES 99868 99003 815 50 STAFF RECRUITMENT 16154 6422 9373 359 35321 469 19584 15268 8680678 7422332 1068682 189664 66552 81389 986553 745308 308285 265399 538933 295407 27044 39283 6947098 5674253 1525123 1272845 618694 743304 4071184 3442935 1579225 1300742 95000 397202 443547 370000 119532 183675 2237304 2251619 X 256893 -197239 1576987 1388555 1833880 1191316 4071184 3442935 X -669090 26526 X X 0 1 X 1 1 1 X 6142659 5687924 6442785 5127015 4670508 28070891 6142659 5687924 6442785 5127015 4670508 28070891 28070891 19597 9615 288 957 31647 62104 26980 22762 9310 18711 21486 99249 28232244 17829370 0.99430 0.99170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 26,980. 2019 AMOUNT: $ 22,762. 2020 AMOUNT: $ 6,773. 2021 AMOUNT: $ 1,079. 2022 AMOUNT: $ 20,774. REBATES - 2020 AMOUNT: $ 2,537. 2021 AMOUNT: $ 2,348. 2022 AMOUNT: $ 712. REFUNDS - 2021 AMOUNT: $ 15,284. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1376304 11460 26526 1414290 983049 515660 -122405 1376304 864911 0 118138 983049 872626 0 -7715 864911 873883 0 -1257 872626 0.00000 1.00000 0.00000 0 0 210000 210000 5753308 4848744 904564 601172 585907 15265 382618 239602 143016 1272845 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 476555 RIGHT OF USE OF ASSETS 183293 UNEMPLOYMENT SERVICES TRUST FUND 79455 SECURITY DEPOSITS 4001 743304 LEASE LIABILITIES 183675 183675 X 8128575 116987 116987 8011588 0 8011588 8771139 90461 90461 8680678 0 8680678 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 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 90,461. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 26,526. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 90,461. BELOVED COMM. GALA 155675 144875 10800 22282 1430 6750 59999 155675 144875 10800 22282 1430 6750 59999 90461 -79661 1 CLIENT FOOD VOUCHERS 1 21 EMERGENCY FINANCIAL ASSISTANCE 4 307 PERSONAL NEEDS 1 53 RENTAL AND HOUSING ASSISTANCE 4 6136 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 0 0 0 0 0 0 0 1 0 EDITH BOYLE PRESIDENT & CEO 169716 0 10000 0 0 0 0 0 5004 0 184720 0 0 0 FRANK FARIAS CHIEF FINANCIAL OFFICER 153573 0 4000 0 0 0 0 0 16815 0 174388 0 0 0 PART I, LINE 7 INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2022, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. 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 15A COMPENSATION FOR THE AGENCY PRESIDENT & CEO WAS DETERMINED ON THE BASIS OF A SEARCH THAT WAS MADE BY CONTRACTING WITH A PROFESSIONAL RECRUITING FIRM WHO PERFORMED A SALARY SURVEY FOR THE POSITION. THIS PROCESS WAS UNDERTAKEN IN FY 22-23 AND THE APPOINTMENT OF THE CEO WAS DOCUMENTED IN THE BOARD MINUTES. FOR OTHER OFFICERS (CFO, ETC.): CHIEF FINANCIAL & HR OFFICER, CHIEF DEVELOPMENT OFFICER, CHIEF YOUTH DEVELOPMENT OFFICER, BEHAVIORAL HEALTH OFFICER, CHIEF DEVELOPMENT OFFICER, DIRECTOR OF FOOD SERVICES AND DIRECTOR OF INTERPRETING SERVICES REPORT DIRECTLY TO THE CEO AND RECEIVE ANNUAL PERFORMANCE REVIEWS IN WHICH SALARY CHANGES ARE REVIEWED AND THEN SUBSEQUENTLY APPROVED BY THE BOARD OF DIRECTORS AS A PART OF THE BUDGET PROCESS. THIS TYPICALLY TAKES PLACE IN JUNE/JULY OF EACH YEAR. 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 26,526. 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