Civic Intelligence

Long Beach Community Foundation

990 • Fiscal year 2013 • EIN 20-5054010

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 15, 2016

Organization ProfileWWW.LONGBEACHCF.ORG
400 Oceangate Ave90802

(562) 435-9033

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.29x

Higher debt load relative to assets than 53% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

1.23x

Higher debt load relative to revenue than 80% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

16th percentile

$48,000

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

96th percentile

162%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$21,996,130

Up $4,104,912 (+23%) from 2012

Net Assets

Up

$15,700,128

Up $3,564,265 (+29%) from 2012

Liabilities

Up

$6,296,002

Up $540,647 (+9.4%) from 2012

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin95th percentile

Revenue

Up

$5,118,592

Up $3,161,505 (+162%) from 2012

Expenses

Up

$1,447,019

Up $143,590 (+11%) from 2012

Net Income

Up

$3,671,573

Up $3,017,915 (+462%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$80M$60M$40M$20M$0Assets 2011: $17,418,741Liabilities 2011: $6,445,650Net Assets 2011: $10,973,0912011Assets 2012: $17,891,218Liabilities 2012: $5,755,355Net Assets 2012: $12,135,8632012Assets 2013: $21,996,130Liabilities 2013: $6,296,002Net Assets 2013: $15,700,1282013Assets 2014: $24,843,447Liabilities 2014: $7,299,296Net Assets 2014: $17,544,1512014Assets 2015: $26,705,048Liabilities 2015: $8,093,479Net Assets 2015: $18,611,5692015Assets 2016: $28,321,972Liabilities 2016: $8,692,320Net Assets 2016: $19,629,6522016Assets 2017: $35,549,705Liabilities 2017: $12,037,878Net Assets 2017: $23,511,8272017Assets 2018: $48,832,396Liabilities 2018: $11,504,517Net Assets 2018: $37,327,8792018Assets 2019: $55,668,280Liabilities 2019: $14,601,708Net Assets 2019: $41,066,5722019Assets 2020: $59,884,750Liabilities 2020: $16,628,353Net Assets 2020: $43,256,3972020Assets 2021: $70,296,685Liabilities 2021: $20,483,222Net Assets 2021: $49,813,4632021Assets 2022: $60,390,962Liabilities 2022: $18,682,760Net Assets 2022: $41,708,2022022Assets 2023: $70,015,611Liabilities 2023: $22,234,796Net Assets 2023: $47,780,8152023Assets 2024: $74,746,076Liabilities 2024: $22,750,236Net Assets 2024: $51,995,8402024

Highlighted filing

2013

Assets$21,996,130
Liabilities$6,296,002
Net Assets$15,700,128
Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,667,302Expenses 2011: $1,988,564Net Income 2011: $2,678,7382011Revenue 2012: $1,957,087Expenses 2012: $1,303,429Net Income 2012: $653,6582012Revenue 2013: $5,118,592Expenses 2013: $1,447,019Net Income 2013: $3,671,5732013Revenue 2014: $2,549,654Expenses 2014: $1,238,630Net Income 2014: $1,311,0242014Revenue 2015: $3,796,246Expenses 2015: $2,403,233Net Income 2015: $1,393,0132015Revenue 2016: $2,084,968Expenses 2016: $1,782,601Net Income 2016: $302,3672016Revenue 2017: $4,630,100Expenses 2017: $2,559,613Net Income 2017: $2,070,4872017Revenue 2018: $18,866,153Expenses 2018: $2,467,013Net Income 2018: $16,399,1402018Revenue 2019: $4,820,909Expenses 2019: $5,509,423Net Income 2019: -$688,5142019Revenue 2020: $6,407,274Expenses 2020: $6,067,771Net Income 2020: $339,5032020Revenue 2021: $10,436,779Expenses 2021: $5,195,573Net Income 2021: $5,241,2062021Revenue 2022: $4,523,032Expenses 2022: $5,407,584Net Income 2022: -$884,5522022Revenue 2023: $6,386,366Expenses 2023: $4,375,819Net Income 2023: $2,010,5472023Revenue 2024: $8,198,242Expenses 2024: $7,565,606Net Income 2024: $632,6362024

Highlighted filing

2013

Revenue$5,118,592
Expenses$1,447,019
Net Income$3,671,573
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 15, 2016
Return Version
2013v4.0
Gross Receipts
$15,582,180
Mission and Program Overview

Mission

The long beach community foundation initiates positive change for long beach throughcharitable giving, stewardship and strategic grantmaking.

The long beach community foundation uses its community knowledge and philanthropic resources to function as a leader for positive change. Its assets include charitable funds managed as an endowed pool of investments. Earnings on invested assets are distributed as grants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$15,329,564$18,919,133▲ $3,589,569
Savings and Temporary Cash Investments-$1,002,264-
Cash and Non-Interest-Bearing Accounts$1,283,883$301,787▼ $982,096
Pledges and Grants Receivable-$164,786-
Prepaid Expenses and Deferred Charges$3,156$5,506▲ $2,350
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$17,891,218$21,996,130▲ $4,104,912
Other Assets Total$1,274,615$1,602,654▲ $328,039
Liabilities
Other Liabilities$5,587,509$6,287,840▲ $700,331
Grants Payable$163,793$6,300▼ $157,493
Accounts Payable and Accrued Expenses$4,053$1,862▼ $2,191
Total Liabilities$5,755,355$6,296,002▲ $540,647
Net Assets / Fund Balance
Unrestricted Net Assets$9,774,796$12,822,921▲ $3,048,125
Temporarily Rstr Net Assets$1,387,089$1,834,510▲ $447,421
Permanently Rstr Net Assets$973,978$1,042,697▲ $68,719
Total Net Assets Fund Balance$12,135,863$15,700,128▲ $3,564,265
Total Liabilities and Net Assets / Fund Balance$17,891,218$21,996,130▲ $4,104,912

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,602,654--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,697,280$138,027▲ $440,126-$3,160,393
2012$2,461,011$136,601▲ $208,819-$2,697,280
2011$2,200,379$390,290▼ $67,575-$2,461,011
2010$1,603,813$550,251▲ $142,522-$2,200,379
2009$987,085$426,799▲ $246,920-$1,603,813
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James WorshamPresident & CEOFT$48,000$48,000

Board Members and Trustees

NameTitle
Jane NethertonChaiR
Judith Vander LansChairman
Kevin McGuanVice Chair
Alex NormanDirector
Bill BarnesDirector
Blake ChristianDirector
Bob StemlerDirector
Eleanor AguilarDirector
Gary VanArnamDirector
Jean Bixby SmithDirector
Donita JosephCFO
Donna ReckseenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,949,476
Program Service Revenue
$60,713
Investment Income
$2,107,977
Other Revenue
$426
All Other Contributions
$2,949,476
Change in Net Assets
$3,671,573

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded11$864,165Fair Market Value
Securities Miscellaneous3$28,760Fair Market Value
Total Noncash Contributions14$892,925-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,151,505
Salaries, Compensation, and Employee Benefits$186,282
Other Expenses$109,232
Total Fundraising Expense$62,826
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,151,505--$1,151,505
Other Salaries and Wages$40,247$52,631$30,959$123,837
Current Officers, Directors, Trustees, and Key Employees$15,600$20,400$12,000$48,000
Fees for Services Other-$25,000$495$25,495
Fees for Service Investment Mgmnt Fees-$23,983-$23,983
Payroll Taxes$4,695$6,139$3,611$14,445
Fees for Services Accounting-$13,000-$13,000
Insurance$2,848$5,441$1,405$9,694
Advertising--$9,218$9,218
Conferences and Meetings-$7,042-$7,042
All Other Expenses$1,402$3,039$1,517$5,958
Office Expenses-$2,954-$2,954
Fees for Services Legal-$1,615-$1,615
Other Expenses$102$205$1,155$1,462
Travel$220$441$257$918
Total Functional Expenses$1,218,514$165,679$62,826$1,447,019
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
46-1815286-501(c)(3)Fisher House; General Support$201,000
95-4242745-501(c)(3)General Support$75,000
95-4382752-501(c)(3)General Support$75,000
95-2540117-501(c)(3)Gavin Herbert Eye Institute$70,000
33-0698704-501(c)(3)Misc programs; General Support$58,610
95-1684093-501(c)(3)Capital Campaign; General Support$43,000
95-1643396-501(c)(3)Misc programs; General Support$37,950
33-0618231-501(c)(3)General Support$31,750
45-2163910-501(c)(3)49er Athletic Club; College of HHS$27,500
95-3167869-501(c)(3)General Support$27,000
95-3401090-501(c)(3)LB in Action and PADNET Programs$26,000
33-0967215-501(c)(3)Misc programs; General Support$25,800
33-0842943-501(c)(3)Misc programs; General Support$25,250
94-1709509-501(c)(3)Community News Website$25,000
95-2419940-501(c)(3)Capital Campaign; Misc Programs$22,500
95-1690969-501(c)(3)Misc programs; General Support$22,000
95-1643333-501(c)(3)Misc programs; General Support$21,000
95-1664123-501(c)(3)Annual Fund$20,000
95-2283828-501(c)(3)LB Plant; Vision 360$17,500
33-0532354-501(c)(3)Misc programs; General Support$16,500
95-1643977-501(c)(3)Misc programs; General Support$15,607
20-5494396-501(c)(3)General Support$14,500
95-3297459-501(c)(3)Misc programs; General Support$14,250
95-1643981-501(c)(3)Press Telegram Send a Kid to Camp$11,500
95-1644033-501(c)(3)Press Telegram Send a Kid to Camp$11,500
95-2567271-501(c)(3)General Support; Milbanks Circle$10,100
33-0657882-501(c)(3)Liaison; Plastic Ocean Pollution$10,000
95-3188150-501(c)(3)General Support$10,000
74-3200194-501(c)(3)Gems Uncovered$10,000
54-1615454-501(c)(3)General Support$9,800
90-0670174-501(c)(3)Parenting Classes$9,300
32-0355983-501(c)(3)Misc programs; General Support$6,800
95-1803684-501(c)(3)General Support; Lacrosse Club$6,800
95-2741506-501(c)(3)General Support; Christmas Store$5,550
27-3642198-501(c)(3)Farm Supplies$5,200
95-6105984-501(c)(3)Misc programs$5,120
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Agency Funds$6,287,840
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft copy of the form 990 return is provided to the president/ceo and the audit committee, who review and approve the draft on behalf of the full board. In addition, before the draft of the return is approved and the final version is prepared for filing, the president/ceo provides each board member a draft copy of the return for their review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each member of the board annually fills out a conflict of interest statement.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive committee conducts a formal evaluation of the president/ceo once a year in which it determines the president/ceo's compensation for the ensuing year.to help determine the president/ceo's compensation, the executive committee seeks out information compiled by independent consultants who specialize in gathering compensation data on non-profit organizations and foundations to determine anappropriate compensation range for the president/ceo given the size of thefoundation, complexity of the organization, breadth of responsibilities, etc.in an executive session, the executive committee will then propose a compensation package for the president/ceo, which is submitted to the full board for its consideration at the next board meeting.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The executive board reviews top management salaries and makes recommendations to thefull board for its approval.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents and conflict of interest policy are availablein response to a written request.the form 990 and audited financial statements are available on the organization'swebsite, on other websites, and upon written request.”

Filing and Contact Details

Filer

EIN
20-5054010
Phone
5624359033

Signing Officer

Name
Marcelle Epley
Title
President & CEO
Signed
2016-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcelle Epley
Formed
2006
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
12

Preparer

Preparer
Paul P Scholz CPA
Phone
5624203100
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in value of split interest agmts = $328039”

Amended Explanation

“In the original filing, Part V, question 9 was inadvertently not answered.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment funds are intended to benefit charitable organizations based on agreementswith the donors.”

Part X : FIN48 Footnote

“The Foundation evaluates uncertain tax positions whereby the effect of the uncertainty would be recorded if the tax positions will, more likely than not, be sustained upon examination. As of December 31, 2013 management does not believe the Foundation has any uncertain tax positions requiring accrual or disclosure. The Foundation is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal and California state purposes is generally three and four years, respectively.”

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IRS990/Form990PartVIISectionAGrp/PersonNm10Gary VanArnam
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,996,130
Liabilities
$6,296,002
Net assets
$15,700,128
Revenue
$5,118,592
Expenses
$1,447,019
Net income
$3,671,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.7$22.8$52.0$8.20$7.57$0.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.0$22.2$47.8$6.39$4.38$2.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.4$18.7$41.7$4.52$5.41$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$20.5$49.8$10.4$5.20$5.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.9$16.6$43.3$6.41$6.07$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.7$14.6$41.1$4.82$5.51$0.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.8$11.5$37.3$18.9$2.47$16.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$12.0$23.5$4.63$2.56$2.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$8.69$19.6$2.08$1.78$0.30
2015Detailed filing. Detailed filing data is available for this year.$26.7$8.09$18.6$3.80$2.40$1.39
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$7.30$17.5$2.55$1.24$1.31
2013Detailed filing. Detailed filing data is available for this year.$22.0$6.30$15.7$5.12$1.45$3.67
2012Summary only. Only limited summary data is available for this year.$17.9$5.76$12.1$1.96$1.30$0.65
2011Summary only. Only limited summary data is available for this year.$17.4$6.45$11.0$4.67$1.99$2.68