Civic Intelligence

The Beth Longwell Foundation

990EZ • Fiscal year 2015 • EIN 26-1144867

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 27, 2016

PO Box 50457Palo Alto, CA 94303

(650) 213-9162

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

24th percentile

-9.2%

Higher net margin than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

36th percentile

-4.4%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$109,877

Down $5,042 (-4.4%) from 2014

Net Assets

Down

$109,877

Down $3,768 (-3.3%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$41,159

Down $21,031 (-34%) from 2014

Expenses

Up

$44,927

Up $10,380 (+30%) from 2014

Net Income

Down

-$3,768

Down $31,411 (-114%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $114,919Liabilities 2014: $1,274Net Assets 2014: $113,6452014Assets 2015: $109,877Net Assets 2015: $109,8772015Assets 2016: $110,697Net Assets 2016: $110,6972016Assets 2017: $103,465Net Assets 2017: $103,4652017Assets 2018: $84,363Liabilities 2018: $455Net Assets 2018: $83,9082018Assets 2019: $83,018Net Assets 2019: $83,0182019Assets 2020: $93,179Net Assets 2020: $93,1792020

Highlighted filing

2015

Assets$109,877
Liabilities-
Net Assets$109,877

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $62,190Expenses 2014: $34,547Net Income 2014: $27,6432014Revenue 2015: $41,159Expenses 2015: $44,927Net Income 2015: -$3,7682015Revenue 2016: $48,545Expenses 2016: $47,725Net Income 2016: $8202016Revenue 2017: $39,683Expenses 2017: $53,884Net Income 2017: -$14,2012017Revenue 2018: $40,406Expenses 2018: $54,136Net Income 2018: -$13,7302018Revenue 2019: $30,996Expenses 2019: $37,389Net Income 2019: -$6,3932019Revenue 2020: $24,957Expenses 2020: $21,986Net Income 2020: $2,9712020

Highlighted filing

2015

Revenue$41,159
Expenses$44,927
Net Income-$3,768
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 27, 2016
Return Version
2015v2.0
Gross Receipts
$50,387
Mission and Program Overview

Mission

The Beth Longwell Foundation is a California Benefit Corporation, organized to provide charitable assistance to the general public by supporting charities and organizations in the areas of childhood education, lung cancer research, grief support for children who have lost a parent, and others that honor the memory of Elisabeth J. Longwell.

The Beth Longwell Foundation is a California Public Benefit Corporation, organized to provide charitable assistance to the general public by supporting charities and organizations in the areas of childhood education, lung cancer research, grief support for children who have lost a parent, and others that honor the memory of Elisabeth J. Longwell.

Program Services

DescriptionGrantsExpenses
LUNG CANCER RESEARCH FOR WOMEN WHO HAVE NEVER SMOKED.$15,000$15,000
COLLEGE SCHOLARSHIP$10,000$10,000
CHILDHOOD EDUCATION AND ARTS$9,500$9,500
HEALING AFTER PERSONAL LOSS FROM LIFE THREATENING ILLNESS OR BEREAVEMENT$2,500$2,500
OTHER$1,300$1,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN LEVITASPresident & CEO-$0--
JIM LEVITASSecretary-$0--
ROBERT LONGWELLCFO-$0--
RHODA GRUMETDirector-$0--
KAREN STOTELMYERDirector-$0--
CAROL PLATNERDirector-$0--
CAROL TOPPELDirector-$0--
AVA C YAJIMADirector-$0--
JENNIFER BRAUNBoard Member-$0--
LISA PROVENZANODirector-$0--
Filing and Contact Details

Filer

Filer Name
The Beth Longwell Foundation
EIN
26-1144867
Phone
6502139162
Address
PO BOX 50457, PALO ALTO, CA 94303

Signing Officer

Name
Robert Longwell
Title
CFO
Signed
2016-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Storek Carlson & Strutz Llp
Address
900 E HAMILTON AVE STE 450, CAMPBELL, CA 95008
Preparer
Fred Storek
Phone
6509615520
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: PERSONAL LOSS HEALING | Donee's Name: KARA | Donee's Address: 457 KINGSLEY AVE PALO ALTO CA 94301 | Relationship of Donee: QUALIFIED CHARITY | Cash Amount Given: $7500

Grants and Similar Amounts Paid In Excess of $5,000.11

| Donee's Name: BONNIE ADDARIO LUNG CANCER FOUNDATION | Donee's Address: 1100 INDUSTRIAL RD #1 SAN CARLOS CA 94070 | Cash Amount Given: $7500

Other Expenses.2

BANK CHARGES $1025

Other Expenses.4

INVESTMENT LOSS $150

Other Expenses.5

ANNUAL TAX $35

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1274 Accounts Payable and Accrued Expenses - Ending $0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: PERSONAL LOSS HEALING | Donee's Name: KARA | Donee's Address: 457 KINGSLEY AVE PALO ALTO CA 94301 | Relationship of Donee: QUALIFIED CHARITY | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: BONNIE ADDARIO LUNG CANCER FOUNDATION | Donee's Address: 1100 INDUSTRIAL RD #1 SAN CARLOS CA 94070 | Cash Amount Given: $7500
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT LONGWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BETH LONGWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0261144867
ReturnHeader/Filer/PhoneNum06502139162
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ReturnHeader/PreparerPersonGrp/PhoneNum06509615520
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED STOREK
ReturnHeader/ReturnTs02016-06-27T15:58:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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