Civic Intelligence

The David and Joanne Long Education Foundation

EIN 26-0253325 • 501(c)3 • Laguna Beach, CA

Pub. 78 Eligible

Profile

To provide scholarships to students who are attending or have attended high school, continuation school, or other similar schools in riverside county to assist them in continuing their education by attending universities, colleges, community colleges, trade schools, or other similar schools wherever those universities, colleges, or schools may be located.

636 Loretta DriveLaguna Beach, CA 92651

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-2.9%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

-0.0%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

-1.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$43,768

Down $20 (-0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$43,768

Down $20 (-0.0%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin39th percentile

Revenue

Down

$701

Down $7 (-1.0%) from 2023

Expenses

Down

$721

Down $3,517 (-83%) from 2023

Net Income

Up

-$20

Up $3,510 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $104,769Net Assets 2011: $104,7692011Assets 2012: $101,275Net Assets 2012: $101,2752012Assets 2013: $97,681Net Assets 2013: $97,6812013Assets 2014: $92,048Net Assets 2014: $92,0482014Assets 2015: $86,372Net Assets 2015: $86,3722015Assets 2016: $81,168Net Assets 2016: $81,1682016Assets 2017: $75,701Net Assets 2017: $75,7012017Assets 2018: $70,516Liabilities 2018: $0Net Assets 2018: $70,5162018Assets 2019: $66,442Liabilities 2019: $0Net Assets 2019: $66,4422019Assets 2020: $61,039Liabilities 2020: $0Net Assets 2020: $61,0392020Assets 2021: $52,843Liabilities 2021: $0Net Assets 2021: $52,8432021Assets 2022: $47,318Liabilities 2022: $0Net Assets 2022: $47,3182022Assets 2023: $43,788Liabilities 2023: $0Net Assets 2023: $43,7882023Assets 2024: $43,768Liabilities 2024: $0Net Assets 2024: $43,7682024

Highlighted filing

2024

Assets$43,768
Liabilities$0
Net Assets$43,768
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $225Expenses 2011: $4,781Net Income 2011: -$4,5562011Revenue 2012: $191Expenses 2012: $3,685Net Income 2012: -$3,4942012Revenue 2013: $101Expenses 2013: $3,695Net Income 2013: -$3,5942013Revenue 2014: $23,451Expenses 2014: $29,084Net Income 2014: -$5,6332014Revenue 2015: $48Expenses 2015: $5,724Net Income 2015: -$5,6762015Revenue 2016: $46Expenses 2016: $5,250Net Income 2016: -$5,2042016Revenue 2017: $243Expenses 2017: $5,710Net Income 2017: -$5,4672017Revenue 2018: $26Expenses 2018: $5,210Net Income 2018: -$5,1842018Revenue 2019: $276Expenses 2019: $4,350Net Income 2019: -$4,0742019Expenses 2020: $5,4032020Expenses 2021: $8,1962021Expenses 2022: $5,5252022Revenue 2023: $708Expenses 2023: $4,238Net Income 2023: -$3,5302023Revenue 2024: $701Expenses 2024: $721Net Income 2024: -$202024

Highlighted filing

2024

Revenue$701
Expenses$721
Net Income-$20
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,768
Liabilities
$0
Net assets
$43,768
Revenue
$701
Expenses
$721
Net income
-$20
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.01$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.01$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.00$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.00$0.06$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.00$0.05$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.00$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.23$0.29$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.00$0.04$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$1.01$0.00$0.04$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$1.05$0.00$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$701
Mission and Program Overview

Mission

To provide scholarships to students

Program Services

DescriptionGrantsExpenses
During the year, the organization provided needed scholarships to deserving students in the Riverside County area.$696$721
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David LongDirector-$0--
Joanne LongDirector-$0--
Filing and Contact Details

Filer

Filer Name
The David and Joanne Long Education Foundation
EIN
26-0253325
In Care Of
% David Long
Phone
9166166027
Address
636 Loretta Drive, Laguna Beach, CA 92651

Signing Officer

Name
David Long
Title
Director
Phone
9166166027
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Accounting and Tax Solutions
Address
1000 N COAST HWY SUITE 1, LAGUNA BEACH, CA 92651
Preparer
Todd Hammett CPA
Phone
9496795700
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAnnual Filing Fees 25”

General explanation attachment

“The organizations purpose is to provide scholarships to students who are attending or have attended high school, continuation school, or other similar schools in Riverside County to assist them in continuing their education by attending universities, colleges, community colleges, trade schools, or other similar schools wherever those schools may be located.”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0David Joanne Long
IRS990EZ/BooksInCareOfDetail/PhoneNum09166166027
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0636 Loretta Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguna Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092651
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043788
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043768
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0696
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0696
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043788
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043768
IRS990EZ/GrossReceiptsAmt0701
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043788
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043768
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043788
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043768
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Long
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joanne Long
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships to students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During the year, the organization provided needed scholarships to deserving students in the Riverside County area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0696
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0721
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0721
IRS990EZ/TotalProgramServiceExpensesAmt0721
IRS990EZ/TotalRevenueAmt0701
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0696
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0688
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.30000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98230
IRS990ScheduleA/PublicSupportPY509Pct00.69920
IRS990ScheduleA/PublicSupportTotal509Amt01384
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0696
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0688
IRS990ScheduleA/Total509Grp/TotalAmt01384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAnnual Filing Fees 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations purpose is to provide scholarships to students who are attending or have attended high school, continuation school, or other similar schools in Riverside County to assist them in continuing their education by attending universities, colleges, community colleges, trade schools, or other similar schools wherever those schools may be located.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1General explanation attachment
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09166166027
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The David and Joanne Long Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0260253325
ReturnHeader/Filer/InCareOfNm0% David Long
ReturnHeader/Filer/PhoneNum09166166027
ReturnHeader/Filer/USAddress/AddressLine1Txt0636 Loretta Drive
ReturnHeader/Filer/USAddress/CityNm0Laguna Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455178250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING AND TAX SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 N COAST HWY SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092651
ReturnHeader/PreparerPersonGrp/PhoneNum09496795700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD HAMMETT CPA
ReturnHeader/ReturnTs02025-05-05T15:51:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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