Charity Bridge Fund

EIN: 943331010 501(c)(3) Philanthropy & Grantmaking

Weston, CT

Total Revenue
$168,840
Total Expenses
$99,235
Total Assets
$2,162,877
Net Assets
$2,140,433
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
CA
Principal Officer
Kendall Webb
Phone
4155052575
Tax Period
2024-03-01 to 2025-02-28

Charity Bridge Fund, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $169K in total revenue in fiscal year 2024. Revenue fell 73% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $70K, a strong 41% operating margin.

Mission

Increase charitable giving by connecting people with the charities and causes they care about.

Program Service Accomplishments

Program 1
Expenses: $46,350 Revenue: $79,048

Education of the general public about giving donations and facilitation of the contribution of donations to qualified non-profit organizations operating in the U.S.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $150
Program Service Revenue $79,048
Investment Income $89,642
Other Revenue $0
TOTAL REVENUE $168,840

Expense Breakdown

Grants Paid $150
Salaries & Benefits $57,749
Fundraising Expenses $2,310
Program Expenses $46,350
Other Expenses $41,336
TOTAL EXPENSES $99,235

Year-over-Year Comparison

2024 2023 Change
Revenue $168,840 $633,822 -0.7%
Expenses $99,235 $670,722 -0.9%
Net Income $69,605 $-36,900 -2.9%
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

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Governance

Voting Members
7
Independent Members
5
Employees
2
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
4
$69,394
Total Directors
7
$69,394
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Andrea Lloyd CFO 4.00
Officer Director
$13,200 $0 $13,200
Doug Feick Chair 1.00
Officer Director
$0 $0 $0
Doug Mazzucco Secretary 1.00
Officer Director
$0 $0 $0
Jeff Risberg Director 0.50
Director
$0 $0 $0
Dahna Goldstein Director 0.50
Director
$0 $0 $0
Jeff Barca-Hall Director 0.50
Director
$0 $0 $0
Kendall Webb Executive Director 30.00
Officer Director
$27,300 $28,894 $56,194
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 $168,840 $99,235 $2,162,877 $69,605
2024 $633,822 $670,722 $2,115,773 $-36,900
2023 $2,575,585 $4,063,450 $2,134,113 $-1,487,865
2022 $11,301,311 $11,223,066 $5,012,575 $78,245
2021 $12,039,427 $11,681,014 $4,682,028 $358,413
2020 $6,081,415 $5,941,962 $3,308,738 $139,453
2019 $9,780,133 $9,976,474 $3,500,864 $-196,341
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