Civic Intelligence

The Beth Longwell Foundation

990EZ • Fiscal year 2016 • EIN 26-1144867

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

47th percentile

1.7%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

48th percentile

0.7%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$110,697

Up $820 (+0.7%) from 2015

Net Assets

Up

$110,697

Up $820 (+0.7%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$48,545

Up $7,386 (+18%) from 2015

Expenses

Up

$47,725

Up $2,798 (+6.2%) from 2015

Net Income

Up

$820

Up $4,588 (+122%) from 2015

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

2016

Assets$110,697
Liabilities-
Net Assets$110,697

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

2016

Revenue$48,545
Expenses$47,725
Net Income$820
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$61,586
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.$41,000$41,000
HEALING AFTER PERSONAL LOSS FROM LIFE THREATENING ILLNESS OR BEREAVEMENT--
CHILDHOOD EDUCATION AND ARTS--
COLLEGE SCHOLARSHIP--
OTHER--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN LEVITASPresident & CEO-$0--
JIM LEVITASSecretary-$0--
ROBERT LONGWELLCFO-$0--
RHODA GRUMETDirector-$0--
ALICE ERBERDirector-$0--
CAROL PLATNERDirector-$0--
CAROL TOPPELDirector-$0--
AVA C YAJIMADirector-$0--
JENNIFER BRAUNBoard Member-$0--
MERIDITH HERMANDirector-$0--
ASHLEY WALKERDirector-$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
2017-05-12
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

Other Revenue.1

FIDELITY DIVIDENDS $369

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 $1103

Other Expenses.3

LGL $222

Other Expenses.5

PERMITS AND LICENSES $25

Other Expenses.6

ANNUAL TAX $10

Raw XML Appendix186 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIDELITY DIVIDENDS $369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class 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/ExplanationTxt2| 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANNUAL TAX $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.11
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT LONGWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BETH LONGWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0261144867
ReturnHeader/Filer/PhoneNum06502139162
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ReturnHeader/Filer/USAddress/ZIPCd094303
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 E HAMILTON AVE STE 450
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum06509615520
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED STOREK
ReturnHeader/ReturnTs02017-05-12T17:28:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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