BRIDGEPORT LADIES CHARITABLE SOCIE… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

FLEUR RUECKERT

Phone

2032572829

Tax Period

2024-10-01 to 2025-09-30

BRIDGEPORT LADIES CHARITABLE SOCIETY, founded in 1991, is a small nonprofit that reported $190K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $30K, a strong 16% operating margin.

Mission

CHARITABLE GRANTS TO INDIGENT PERSONS IN THE GREATER BRIDGEPORT, CONNECTICUT AREA

Program Service Accomplishments

Program 1

Expenses: $139,377

THE ORGANIZATION GRANTS ASSISTANCE TO INDIGENT PERSONS IN THE GREATER BRIDGEPORT, CT AREA IN NEED OF EMERGENCY OR SHORT TERM HELP IN OBTAINING MEDICINE, FUEL OIL, UTILITIES, MEALS OR OTHER AID. THE ORGANIZATION ALSO GRANTS ASSISTANCE IN THE FORM OF CAMPERSHIP GRANTS FOR NEEDY INDIVIDUALS AND FINANCIAL HELP FOR NECESSARY PERSONAL ITEMS. THE ORGANIZATION MAY GRANT SCHOLARSHIPS TO STUDENTS IN NEED. THE ORGANIZATION ASSISTS AN AVERAGE OF 8-9 PERSONS EACH MONTH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $42,880

Program Service Revenue $0

Investment Income $114,767

Other Revenue $32,153

TOTAL REVENUE $189,800

Expense Breakdown

Grants Paid $139,377

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,377

Other Expenses $20,419

TOTAL EXPENSES $159,796

Year-over-Year Comparison

	2024	2023	Change
Revenue	$189,800	$170,141	+0.1%
Expenses	$159,796	$141,147	+0.1%
Net Income	$30,004	$28,994	+0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FLEUR RUECKERT	PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACY W LENNON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TARA T BACKE	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH K ESSIG	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
CANDACE WAGNER	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
WENDY SIMON	CORRESPONDING SECRETARY	1.00	Officer Director	$0	$0	$0
ELLEN D CARTER	MANAGER	1.00	Director	$0	$0	$0
ABBIE S DAVIES	MANAGER	1.00	Director	$0	$0	$0
TRISH DONELAN	MANAGER	1.00	Director	$0	$0	$0
LIBBY HIBBS	MANAGER	1.00	Director	$0	$0	$0
JANET L HOYT	MANAGER	1.00	Director	$0	$0	$0
NANCY H MURREN	MANAGER	1.00	Director	$0	$0	$0
MELISSA W NORTON	MANAGER	1.00	Director	$0	$0	$0
JULIA PAXTON SEEBER	MANAGER	1.00	Director	$0	$0	$0
JENNIFER T SMITH	MANAGER	1.00	Director	$0	$0	$0
BETH TARDE	MANAGER	1.00	Director	$0	$0	$0
JUDY C URQUHART	MANAGER	1.00	Director	$0	$0	$0
SALLY K CUMMINGS	MANAGER	1.00	Director	$0	$0	$0
CLAIRE VAN DE BERGHE	MANAGER	1.00	Director	$0	$0	$0
CAROL H WHEELER	MANAGER	1.00	Director	$0	$0	$0
KAREN WINGET	MANAGER	1.00	Director	$0	$0	$0
MEGHAN G HESSEL	MANAGER	1.00	Director	$0	$0	$0
LISA W CALLAHAN	MANAGER	1.00	Director	$0	$0	$0
JANET L BANKS-MOTT	MANAGER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$189,800	$159,796	$2,074,355	$30,004
2024	$170,141	$141,147	$1,930,298	$28,994
2023	$194,768	$153,429	$1,647,475	$41,339
2022	$173,052	$122,722	$1,515,772	$50,330
2021	$274,085	$127,023	$1,949,954	$147,062
2020	$152,575	$102,599	$1,650,632	$49,976
2019	$194,362	$105,972	$1,502,241	$88,390
2018	$166,099	$89,255	$1,427,613	$76,844

BRIDGEPORT LADIES CHARITABLE SOCIETY