Civic Intelligence

The David and Joanne Long Education Foundation

990EZ • Fiscal year 2014 • EIN 26-0253325

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 02, 2015

Organization ProfileN/A
636 Loretta DrLaguna Beach, CA 92651

(916) 616-6027

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-5.8%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

23119%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$92,048

Down $5,633 (-5.8%) from 2013

Net Assets

Down

$92,048

Down $5,633 (-5.8%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Up

$23,451

Up $23,350 (+23119%) from 2013

Expenses

Up

$29,084

Up $25,389 (+687%) from 2013

Net Income

Down

-$5,633

Down $2,039 (-57%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$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

2014

Assets$92,048
Liabilities-
Net Assets$92,048
Open 2014 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$23,451
Expenses$29,084
Net Income-$5,633
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 2, 2015
Return Version
2014v5.0
Gross Receipts
$23,451
Mission and Program Overview

Mission

To provide scholarships to students

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.

Program Services

DescriptionGrantsExpenses
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.$23$28,376
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID LONGDirectorPT$0--
JOANNE LONGDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The David and Joanne Long
EIN
26-0253325
Phone
9166166027
Address
636 LORETTA DR, LAGUNA BEACH, CA 92651

Signing Officer

Name
David Long
Title
Chairman
Signed
2015-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Teaman Ramirez & Smith Inc
Address
4201 Brockton Ave Suite 100, Riverside, CA 92501
Preparer
Richard A Teaman
Phone
9512749500
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.7

“| Donee's Name: YI YOU LIU | Donee's Address: 8907 WARNER AVE HUNTINGTON BEACH, CA 92647 | Cash Amount Given: $23376”

Raw XML Appendix125 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 EDUCATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09166166027
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0636 LORETTA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAGUNA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092651
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097681
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092048
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023386
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5633
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0708
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097681
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092048
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028376
IRS990EZ/GrossReceiptsAmt023451
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt065
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097681
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092048
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097681
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092048
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANNE LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029084
IRS990EZ/TotalProgramServiceExpensesAmt023
IRS990EZ/TotalRevenueAmt023451
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023406
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt023406
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/Total509Grp/TotalAmt023406
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: YI YOU LIU | Donee's Address: 8907 WARNER AVE HUNTINGTON BEACH, CA 92647 | Cash Amount Given: $23376
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.7
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID AND JOANNE LONG
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0260253325
ReturnHeader/Filer/PhoneNum09166166027
ReturnHeader/Filer/USAddress/AddressLine1Txt0636 LORETTA DR
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Teaman Ramirez & Smith Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04201 Brockton Ave Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092501
ReturnHeader/PreparerPersonGrp/PhoneNum09512749500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Teaman
ReturnHeader/ReturnTs02015-06-02T10:30:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,048
Liabilities
-
Net assets
$92,048
Revenue
$23,451
Expenses
$29,084
Net income
-$5,633
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