Civic Intelligence

Long Beach Community Foundation

990 • Fiscal year 2024 • EIN 20-5054010

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 24, 2025

Organization ProfileLONGBEACHCF.ORG
1 World Trade Center 8th FloorLong Beach, CA 90831

(562) 435-9033

Siviq Scores

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

Liabilities / Assets

56th percentile

0.30x

Higher debt load relative to assets than 56% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

2.78x

Higher debt load relative to revenue than 89% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

58th percentile

7.7%

Higher net margin than 58% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$196,890

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

52nd percentile

6.8%

Faster asset growth than 52% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$74,746,076

Up $4,730,465 (+6.8%) from 2023

Net Assets

Up

$51,995,840

Up $4,215,025 (+8.8%) from 2023

Liabilities

Up

$22,750,236

Up $515,440 (+2.3%) from 2023

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin58th percentile

Revenue

Up

$8,198,242

Up $1,811,876 (+28%) from 2023

Expenses

Up

$7,565,606

Up $3,189,787 (+73%) from 2023

Net Income

Down

$632,636

Down $1,377,911 (-69%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2024

Assets$74,746,076
Liabilities$22,750,236
Net Assets$51,995,840
Open 2024 Filing

Operations Trend

Revenue Growth77th 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

2024

Revenue$8,198,242
Expenses$7,565,606
Net Income$632,636
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$12,073,902
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 functions as a leader for positive change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$64,738,708$68,477,468▲ $3,738,760
Savings and Temporary Cash Investments$4,142,802$5,599,223▲ $1,456,421
Cash and Non-Interest-Bearing Accounts$673,417$115,737▼ $557,680
Land, Buildings, and Equipment, Net$582$21,345▲ $20,763
Total Assets$70,015,611$74,746,076▲ $4,730,465
Other Assets Total$460,102$532,303▲ $72,201
Liabilities
Other Liabilities$22,226,033$22,710,748▲ $484,715
Accounts Payable and Accrued Expenses$8,763$39,488▲ $30,725
Total Liabilities$22,234,796$22,750,236▲ $515,440
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,416,841$37,154,812▲ $2,737,971
Net Assets With Donor Restrictions$13,363,974$14,841,028▲ $1,477,054
Total Net Assets Fund Balance$47,780,815$51,995,840▲ $4,215,025
Total Liabilities and Net Assets / Fund Balance$70,015,611$74,746,076▲ $4,730,465

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,345$4,269$25,614
Other Securities$6,879,110--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$16,416,065$4,102,824▲ $2,078,938-$21,683,181
2023$13,271,262$1,987,247▲ $1,731,624-$16,416,065
2022$12,916,481$1,730,082▼ $1,074,055-$13,271,262
2021$6,153,040$6,103,936▲ $886,444-$12,916,481
2020$4,957,392$338,943▲ $753,838-$6,153,037
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcelle EpleyPresident & CEOFT$188,208$8,682$196,890

Board Members and Trustees

NameTitle
Frank NewellChairman
Kevin PetersonVice Chair
Brenda McdowellDirector
Bryce CullinaneDirector
Jane NethertonDirector
Mark GuillenDirector
Norm CauntayDirector
Steve KeesalDirector
Suny Lay ChangDirector
Susan WiseDirector
Suzie PriceDirector
Yair KatzCFO
Suzanne NosworthySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,218,575
Program Service Revenue
$805,629
Investment Income
$4,165,970
Other Revenue
$8,068
All Other Contributions
$3,218,575
Change in Net Assets
$632,636

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$529,580Comparable Sales
Total Noncash Contributions11$529,580-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,154,733
Revenue Not Reported on Financial Statements
$43,509
Revenue Not Reported on Form 990
$3,582,391
Total Revenue per Audited Statements
$11,737,124
Total Revenue per Form 990
$8,198,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,788,722
Other Expenses$1,337,589
Salaries, Compensation, and Employee Benefits$439,295
Total Fundraising Expense$191,148
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,788,722--$5,788,722
Fees for Services Other-$892,744-$892,744
Other Salaries and Wages$144,537$38,773$20,455$203,765
Fees for Services Accounting-$200,096-$200,096
Current Officers, Directors, Trustees, and Key Employees-$98,445$98,445$196,890
Advertising--$65,136$65,136
Information Technology-$49,135-$49,135
Fees for Service Investment Mgmnt Fees-$43,509-$43,509
Occupancy-$32,785-$32,785
Payroll Taxes$7,112$14,223$7,112$28,447
Office Expenses-$17,734-$17,734
Conferences and Meetings-$6,735-$6,735
Pension Plan Contributions-$5,626-$5,626
Other Employee Benefits-$4,567-$4,567
Depreciation Depletion-$4,269-$4,269
Insurance-$3,629-$3,629
Travel-$2,490-$2,490
Fees for Services Legal-$2,125-$2,125
Other Expenses$2,352$1,371-$1,371
Total Functional Expenses$5,956,202$1,418,256$191,148$7,565,606

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,565,606
Expenses per Audited Statements$7,522,097
Total Expenses per Audited Statements$7,522,097
Expenses Not Reported on Financial Statements$43,509
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Immigrant Defenders Law CenterLos Angeles, CA501(c)(3)Closing Fund Distribution$809,122
Meals on Wheels WestSanta Monica, CA501(c)(3)Agency Fund Distribution Request Approved Unanimously by Board of Directors$591,672
Long Beach Museum of Art FoundationLong Beach, CA501(c)(3)General Support$565,000
Csulb 49er FoundationLong Beach, CA501(c)(3)THE GRANT IS TO SUPPORT THE WOMEN'S TENNIS PROGRAM.$321,446
Memorial Medical Center FoundationLong Beach, CA501(c)(3)General Support$227,247
Long Beach Navy Memorial Heritage AssociationLong Beach, CA501(c)(3)General Support$199,000
ExpCarson, CA501(c)(3)2024 Annual Distribution$175,000
Long Beach Journalism InitiativeLong Beach, CA501(c)(3)Long Beach Gives$141,500
Long Beach Symphony AssociationLong Beach, CA501(c)(3)2024 Distribution$102,674
City of Long Beach - Technology and Innovation DepartmentLong Beach, CA501(c)(3)Long Beach Collaboratory (lb Co-lab)$100,000
Aquarium of the PacificLong Beach, CA501(c)(3)General Support$76,800
Riverpark CoalitionLong Beach, CA501(c)(3)Distribution Request Approved by Board of Directors$68,000
Boys and Girls Clubs of Long BeachLong Beach, CA501(c)(3)Beachwalk Sponsorship$61,355
Long Beach Public Library FoundationLong Beach, CA501(c)(3)General Support$56,759
Rockharbor ChurchCosta Mesa, CA501(c)(3)Next Chapter Campaign$52,121
American Friends of Magen David AdomNew York, NY501(c)(3)General Support$50,000
For the TroopsSimi Valley, CA501(c)(3)General Support$50,000
Kounkuey Design Initiative IncLos Angeles, CA501(c)(3)Long Beach Adopt-a-lot$50,000
Raising HopeThousand Oaks, CA501(c)(3)General Support$50,000
Sun Club IncKetchum, ID501(c)(3)General Support$50,000
Ucla FoundationPasadena, CA501(c)(3)Ucla Law Achievement Fellowship, Current Use 31064c$50,000
National Park FoundationWashington, DC501(c)(3)General Support$49,999
Ymca of Greater Long BeachLong Beach, CA501(c)(3)$5,000.00 TO YMCA METRO ANNUAL CAMPAIGN$1,000.00 TO YMCA COMMUNITY DEVELOPMENT BRANCH ANNUAL CAMPAIGN$48,341
Casa Youth ShelterLos Alamitos, CA501(c)(3)General Support$45,000
Temple Israel of Long BeachLong Beach, CA501(c)(3)Capital Campaign$39,500
Moore Institute for Plastic Pollution ResearchLong Beach, CA501(c)(3)Moore Institute Endowment$38,000
Alamitos Bay Sailing FoundationLong Beach, CA501(c)(3)General Support$35,500
Colgate UniversityHamilton, NY501(c)(3)Stemler Family Scholarship$35,000
Fisher House Southern CaliforniaLong Beach, CA501(c)(3)For Long Beach Fisher House Only$35,000
Camp Fire AngelesLong Beach, CA501(c)(3)Send a Kid 2024 Distribution$33,000
Girl Scouts of Greater Los AngelesInglewood, CA501(c)(3)Send a Kid 2024 Distribution$33,000
Long Beach Area Council Scouting AmericaLong Beach, CA501(c)(3)Send a Kid 2024 Distribution$33,000
Safe Haven Wildlife SanctuaryImlay, NV501(c)(3)General Support$30,000
University of Southern CaliforniaLos Angeles, CA501(c)(3)SCHOLARSHIP FOR MEGAN DAVID, STUDENT ID: 9477075340$30,000
St Joseph Catholic ChurchLong Beach, CA501(c)(3)Renovation of School Gym Project$28,000
Long Beach Day NurseryLong Beach, CA501(c)(3)Munzer Continuing Education Scholarship Utilization July 2023 - June 2024$26,998
Operation Jump StartLong Beach, CA501(c)(3)2024 Scholarship$26,000
Joseph Learning LabSignal Hill, CA501(c)(3)THE JOSEPH LEARNING LAB IS SEEKING FINANCIAL SUPPORT IN THE AMOUNT OF $25,000 FOR OUR READING AND MATH LEARNING LAB SOLUTION PROGRAM. THE PURPOSE OF THIS REQUEST IS TO SEEK PARTIAL FUNDING FOR OUR AFTER-SCHOOL TUTORING AND SIX-WEEK SUMMER ENRICHMENT PROGRAMS; THAT HAVE BEEN KEY IN HELPING UNDERSERVED CHILDREN K-12 GET CAUGHT UP FROM FALLING BEHIND, POST PANDEMIC (FUNDS NEEDED: TEACHER $4800, RECREATION LEAD $2500, SUMMER PROGRAM MEALS $6200, FACILITY ADMINISTRATION $2700, ADDITIONAL SPACE $8800)$25,100
New Hope Academy of ChangeCarson, CA501(c)(3)NEW HOPE ACADEMY OF CHANGE IS SEEKING FINANCIAL SUPPORT IN THE AMOUNT OF $75,000 FOR IT'S YOUTH DEVELOPMENT PROGRAM. THE PURPOSE OF THIS REQUEST IS TO SEEK FUNDING TO CONTINUE TO SUPPORT STAFF SALARIES AND PROGRAM COSTS IN ORDER TO PROVIDE INTENSIVE SUPPORTIVE SERVICES AND EDUCATIONAL PROGRAMS TO HIGH AT-RISK YOUTH AND THEIR FAMILIES IN THE LONG BEACH COMMUNITY.$25,100
562 NetworkLong Beach, CA501(c)(3)General Support$25,000
AlightMinneapolis, MN501(c)(3)General Support$25,000
Musical Theatre WestLong Beach, CA501(c)(3)Yearly Maximum Distribution$24,759
Long Beach BlastLong Beach, CA501(c)(3)Long Beach Gives$20,500
Foothill CollegeLos Altos Hills, CA501(c)(3)SCHOLARSHIP FOR KEILA POUND, STUDENT ID:20571469$18,000
Bixby Knolls Community FoundationLong Beach, CA501(c)(3)Long Beach Gives$16,000
Long Beach Rescue MissionLong Beach, CA501(c)(3)BLANKETS, WOMEN'S AND CHILDREN'S CLOTHES, HYGIENE KITS AND OTHER SUPPLIES FOR THE RESIDENTS OF LYDIA HOUSE AFTER ITS RECENT FIRE$15,000
Regents of the University of California at BerkeleyBerkeley, CA501(c)(3)Scholarship for Jared Paul Guevara, Student Id 3039556665$15,000
Rancho Los Alamitos FoundationLong Beach, CA501(c)(3)Preservation and Education$14,435
Child LaneSignal Hill, CA501(c)(3)2024 Annual Distribution Request$13,862
His Little FeetLong Beach, CA501(c)(3)General Support$13,523
Steel MagnoliasLong Beach, CA501(c)(3)General Support$13,500
SOUTHERN CALIFORNIA CHILDREN'S ENDOWMENTSunset Beach, CA501(c)(3)For General Support on Behalf of Tricia Schooley$12,500
Utah Youth Village - Alpine AcademySalt Lake City, UT501(c)(3)Alpine Academy - Scholarships$12,500
Jazz AngelsSignal Hill, CA501(c)(3)Music Youth Program Catalina-mainland Connection (cmc)$12,190
CHILDREN'S DENTAL HEALTH CLINICLong Beach, CA501(c)(3)General Support$12,000
St Anthony High SchoolLong Beach, CA501(c)(3)ST. ANTHONY VARSITY WOMAN'S VOLLEYBALL$11,500
Womenshelter of Long BeachLong Beach, CA501(c)(3)For General Support on Behalf of Tricia Schooley$10,500
Elevate Your G a M ELos Angeles, CA501(c)(3)ELEVATE YOUR G.A.M.E. IS SEEKING FINANCIAL SUPPORT IN THE AMOUNT OF $10,000 FOR ITS MENTORING PROGRAMS IN LONG BEACH. THE PURPOSE OF THIS REQUEST IS TO SEEK PARTIAL FUNDING TO CONDUCT MENTORING PROGRAMS IN THREE HIGH SCHOOLS IN LONG BEACH: LONG BEACH POLYTECHNIC HIGH SCHOOL, POLY PAAL ACADEMY AND REID HIGH SCHOOL TO PROVIDE SOCIAL AND EMOTIONAL SUPPORT TO APPROXIMATELY 150 STUDENTS.$10,100
California Aquatic Therapy & Wellness CenterLong Beach, CA501(c)(3)To Provide a Comprehensive Array of Services That Increase Water-safety and Swim Skills to Improve Physical, Mental and Social Well-being.$10,000
Mountain RidesKetchum, ID501(c)(3)General Support$10,000
Pathways to IndependenceLos Alamitos, CA501(c)(3)For General Support on Behalf of Tricia Schooley$10,000
Pets of the HomelessCarson City, NV501(c)(3)General Support$10,000
Rancho Los Cerritos FoundationLong Beach, CA501(c)(3)General Support$10,000
Regents of the University of California at San DiegoLa Jolla, CA501(c)(3)Scholarship for Jaydon Joseph Guevara, Student Id A17666067$10,000
St John Bosco High SchoolBellflower, CA501(c)(3)Football Program$10,000
Valkyrie Ranch IncMissoula, MT501(c)(3)General Support$10,000
Vanderbilt UniversityLong Beach, CA501(c)(3)Scholarship for Alissa Sommer, Student Id 000978855$10,000
Guidance CenterLong Beach, CA501(c)(3)Adopt a Family$9,500
Assistance League of Long BeachLong Beach, CA501(c)(3)General Support$9,300
Long Beach City College FoundationLong Beach, CA501(c)(3)2024 Annual Distribution$9,207
International City TheatreLong Beach, CA501(c)(3)General Support$8,392
California State University Dominguez HillsCarson, CA501(c)(3)Scholarship for Aide Jimenez, Student Id Xxx-xx-xxxx$8,000
Precious Lamb PreschoolLong Beach, CA501(c)(3)General Support$7,902
Musica AngelicaLong Beach, CA501(c)(3)Matching Challenge Grant Campaign$7,500
Stetson Kindred of America IncBozeman, MT501(c)(3)General Support$7,500
Meals on Wheels of Long BeachLong Beach, CA501(c)(3)2024 Annual Distribution$7,255
CHILDREN'S CLINICLong Beach, CA501(c)(3)General Support$7,000
Tnp - the Nonprofit PartnershipLong Beach, CA-LONG BEACH GIVES:$5,000 - ROSE PARK NEIGHBORHOOD ASSOCIATION$100 - ALGALITA$100 - LONG BEACH POST$100 - WOMENSHELTER OF LONG BEACH$100 - LONG BEACH RESCUE MISSION$100 - THE LGBTQ CENTER OF LONG BEACH $100 - LONG BEACH RESCUE MISSION$6,750
East Los Angeles College FoundationMonterey Park, CA-Scholarship for Andrea Olivares Ochoa, Student Id Xxx-xx-xxxx$6,000
Long Beach City College Foundation - Financial Aid OfficeLong Beach, CA-Scholarship for Briana Felix, Student Id 0943697$6,000
Lgbtq Center of Long BeachLong Beach, CA-Long Beach Youth and Family Services$5,500
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Agency Funds$22,539,470
Grants Payable$125,815
Lease Liability$45,463
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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, Section B, Line 11B

“Line 11b explanation - a draft copy of the form 990 is provided to the president/ceo, who reviews and approves the draft. 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, Section B, Line 12C

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

Form 990, Part VI, Section B, Line 15

“The compensation committee reviews top management salaries and makes recommendations to the full board for its approval. The compensation 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 compensation committee seeks out compensation data on non-profit organizations and foundations to determine an appropriate compensation range for the president/ceo given the size of the foundation, complexity of the organization, breadth of responsibilities, etc. In an committee session, the compensation 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, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Long Beach Community Foundation
EIN
20-5054010
Phone
5624359033
Address
1 WORLD TRADE CENTER 8TH FLOOR, LONG BEACH, CA 90831

Signing Officer

Name
Marcelle Epley
Title
President & CEO
Phone
5624359033
Signed
2025-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcelle Epley
Formed
2006
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
13

Preparer

Firm
Bpm Llp
Address
3800 KILROY AIRPORT WAY SUITE 250, LONG BEACH, CA 90806-6865
Preparer
Cynthia Schoelen
Phone
5624203100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other contract service fees: program service expenses 0. Management and general expenses 892,744. Fundraising expenses 0. Total expenses 892,744.”

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreements -20,985.”

Form 990. Part XII, Line 2C.

“No change from the prior year.”

Financial Statement Notes

PART V, LINE 4:

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

PART X, LINE 2:

“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, 2024 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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agmts”

Raw XML AppendixShowing 400 of 1,432 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ConferencesMeetingsGrp/TotalAmt06735
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03218575
IRS990/CYGrantsAndSimilarPaidAmt05788722
IRS990/CYInvestmentIncomeAmt04165970
IRS990/CYOtherExpensesAmt01337589
IRS990/CYOtherRevenueAmt08068
IRS990/CYProgramServiceRevenueAmt0805629
IRS990/CYRevenuesLessExpensesAmt0632636
IRS990/CYSalariesCompEmpBnftPaidAmt0439295
IRS990/CYTotalExpensesAmt07565606
IRS990/CYTotalFundraisingExpenseAmt0191148
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08198242
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04269
IRS990/DepreciationDepletionGrp/TotalAmt04269
IRS990/Desc0DISTRIBUTE GRANTS TO ELIGIBLE NONPROFIT AGENCIES AND GOVERNMENT SUBDIVISIONS AS RECOMMENDED BY THE FOUNDATION'S BOARD OF DIRECTORS, DONOR ADVISORS, AND CREATORS OF SPECIAL PURPOSE CHARITABLE FUNDS AND ENDOWMENTS. MOST GRANTS ARE INTENDED TO BENEFIT CHARITABLE PROGRAMS WITHIN THE CITY OF LONG BEACH.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt013363974
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt014841028
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05956202
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0200096
IRS990/FeesForServicesAccountingGrp/TotalAmt0200096
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02125
IRS990/FeesForServicesLegalGrp/TotalAmt02125
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0892744
IRS990/FeesForServicesOtherGrp/TotalAmt0892744
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt043509
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt043509
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt08682
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0MARCELLE EPLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1YAIR KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK NEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4SUZANNE NOSWORTHY
IRS990/Form990PartVIISectionAGrp/PersonNm5NORM CAUNTAY
IRS990/Form990PartVIISectionAGrp/PersonNm6SUNY LAY CHANG
IRS990/Form990PartVIISectionAGrp/PersonNm7BRYCE CULLINANE
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK GUILLEN
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE KEESAL
IRS990/Form990PartVIISectionAGrp/PersonNm10BRENDA MCDOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm11JANE NETHERTON
IRS990/Form990PartVIISectionAGrp/PersonNm12SUZIE PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm13SUSAN WISE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0188208
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01993723
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt05788722
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05788722
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05788722
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05869383
IRS990/GrossReceiptsAmt012073902
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt049135
IRS990/InformationTechnologyGrp/TotalAmt049135
IRS990/InsuranceGrp/ManagementAndGeneralAmt03629
IRS990/InsuranceGrp/TotalAmt03629
IRS990/InvestmentIncomeGrp/ExclusionAmt02172247
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02172247
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt064738708
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt068477468
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04269
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0582
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021345
IRS990/LandBldgEquipCostOrOtherBssAmt025614
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03875660
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE LONG BEACH COMMUNITY FOUNDATION INITIATES POSITIVE CHANGE FOR LONG BEACH THROUGH CHARITABLE GIVING, STEWARDSHIP AND STRATEGIC GRANTMAKING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt047780815
IRS990/NetAssetsOrFundBalancesEOYAmt051995840
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01993723
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01993723
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03603374
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt034416841
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt037154812
IRS990/NoncashContributionsAmt0529580
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt032785
IRS990/OccupancyGrp/TotalAmt032785
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017734
IRS990/OfficeExpensesGrp/TotalAmt017734
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0460102
IRS990/OtherAssetsTotalGrp/EOYAmt0532303
IRS990/OtherChangesInNetAssetsAmt0-20985
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04567
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04567
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2PAYROLL FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01371
IRS990/OtherExpensesGrp/ProgramServicesAmt08883
IRS990/OtherExpensesGrp/ProgramServicesAmt14596
IRS990/OtherExpensesGrp/ProgramServicesAmt22352
IRS990/OtherExpensesGrp/TotalAmt08883
IRS990/OtherExpensesGrp/TotalAmt14596
IRS990/OtherExpensesGrp/TotalAmt22352
IRS990/OtherExpensesGrp/TotalAmt31371
IRS990/OtherLiabilitiesGrp/BOYAmt022226033
IRS990/OtherLiabilitiesGrp/EOYAmt022710748
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt08068
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08068
IRS990/OtherRevenueTotalAmt08068
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020455
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038773
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0144537
IRS990/OtherSalariesAndWagesGrp/TotalAmt0203765
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07112
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014223
IRS990/PayrollTaxesGrp/ProgramServicesAmt07112
IRS990/PayrollTaxesGrp/TotalAmt028447
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05626
IRS990/PensionPlanContributionsGrp/TotalAmt05626
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARCELLE EPLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0805629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0805629
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04628510
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03658555
IRS990/PYInvestmentIncomeAmt01556225
IRS990/PYOtherExpensesAmt0331538
IRS990/PYOtherRevenueAmt01
IRS990/PYProgramServiceRevenueAmt0201630
IRS990/PYRevenuesLessExpensesAmt02010547
IRS990/PYSalariesCompEmpBnftPaidAmt0385726
IRS990/PYTotalExpensesAmt04375819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06386366
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0632636
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0805629
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04142802
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05599223
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03218575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04628510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03040490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07074056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02834049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020795680
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02172247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01165226
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01153231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0842824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0903507
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06237035
IRS990ScheduleA/PublicSupportCY170Pct00.53170
IRS990ScheduleA/PublicSupportPY170Pct00.57400
IRS990ScheduleA/PublicSupportTotal170Amt014374143
IRS990ScheduleA/SubstantialContributorsTotAmt06421537
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03218575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04628510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03040490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07074056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02834049
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020795680
IRS990ScheduleA/TotalSupportAmt027032715
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.45000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0249603
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt016416065
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt04102824
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt021683181
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0665043
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02078938
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0146667
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013271262
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01987247
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt016416065
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0427401
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01731624
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0128554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012916481
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01730082
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013271262
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0172692
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1074055
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0101108
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06153040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06103936
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012916481
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0125831
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0886444
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt067384
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04957392
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0338943
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06153037
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-170248

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Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$74,746,076
Liabilities
$22,750,236
Net assets
$51,995,840
Revenue
$8,198,242
Expenses
$7,565,606
Net income
$632,636
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