Civic Intelligence

Long Beach Education Foundation

990 • Fiscal year 2015 • EIN 33-0357679

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

Organization ProfileWWW.LBSCHOOLS.NET/DEPARTMENTS/EDUCATI
1515 Hughes Way Ste 430Long Beach, CA 90810

(562) 997-8000

Siviq Scores

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

Liabilities / Assets

47th percentile

0.08x

Higher debt load relative to assets than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

56th percentile

0.15x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

91st percentile

$221,727

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

72nd percentile

9.7%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$2,320,001

Up $205,231 (+9.7%) from 2014

Net Assets

Up

$2,124,113

Up $241,235 (+13%) from 2014

Liabilities

Down

$195,888

Down $36,004 (-16%) from 2014

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin77th percentile

Revenue

Up

$1,343,799

Up $205,458 (+18%) from 2014

Expenses

Up

$1,102,564

Up $244,333 (+28%) from 2014

Net Income

Down

$241,235

Down $38,875 (-14%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,808,615Liabilities 2012: $164,986Net Assets 2012: $1,643,6292012Assets 2013: $1,851,667Liabilities 2013: $248,899Net Assets 2013: $1,602,7682013Assets 2014: $2,114,770Liabilities 2014: $231,892Net Assets 2014: $1,882,8782014Assets 2015: $2,320,001Liabilities 2015: $195,888Net Assets 2015: $2,124,1132015Assets 2016: $3,124,554Liabilities 2016: $102,723Net Assets 2016: $3,021,8312016Assets 2017: $3,272,030Liabilities 2017: $457,265Net Assets 2017: $2,814,7652017Assets 2018: $2,844,172Liabilities 2018: $203,875Net Assets 2018: $2,640,2972018Assets 2019: $2,603,970Liabilities 2019: $251,561Net Assets 2019: $2,352,4092019Assets 2020: $2,506,282Liabilities 2020: $84,054Net Assets 2020: $2,422,2282020Assets 2021: $2,877,148Liabilities 2021: $87,037Net Assets 2021: $2,790,1112021Assets 2022: $2,987,219Liabilities 2022: $0Net Assets 2022: $2,987,2192022Assets 2023: $1,742,747Liabilities 2023: $0Net Assets 2023: $1,742,7472023Assets 2024: $1,489,062Liabilities 2024: $0Net Assets 2024: $1,489,0622024

Highlighted filing

2015

Assets$2,320,001
Liabilities$195,888
Net Assets$2,124,113
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$10M$5.0M$0-$5.0MExpenses 2012: $881,5102012Expenses 2013: $993,2752013Revenue 2014: $1,138,341Expenses 2014: $858,231Net Income 2014: $280,1102014Revenue 2015: $1,343,799Expenses 2015: $1,102,564Net Income 2015: $241,2352015Revenue 2016: $2,287,337Expenses 2016: $1,389,619Net Income 2016: $897,7182016Revenue 2017: $3,083,311Expenses 2017: $3,031,577Net Income 2017: $51,7342017Revenue 2018: $4,438,590Expenses 2018: $4,613,058Net Income 2018: -$174,4682018Revenue 2019: $7,992,096Expenses 2019: $8,279,984Net Income 2019: -$287,8882019Revenue 2020: $955,704Expenses 2020: $893,791Net Income 2020: $61,9132020Revenue 2021: $1,206,563Expenses 2021: $838,680Net Income 2021: $367,8832021Revenue 2022: $1,338,378Expenses 2022: $1,141,270Net Income 2022: $197,1082022Revenue 2023: $1,546,762Expenses 2023: $2,791,234Net Income 2023: -$1,244,4722023Revenue 2024: $1,812,523Expenses 2024: $2,066,208Net Income 2024: -$253,6852024

Highlighted filing

2015

Revenue$1,343,799
Expenses$1,102,564
Net Income$241,235
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
Gross Receipts
$1,389,920
Mission and Program Overview

Mission

Support educational programs and services within the long beach unified district.

Support educational program and services within the long beach unified district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,112,988$2,320,001▲ $207,013
Accounts Receivable$1,782--
Total Assets$2,114,770$2,320,001▲ $205,231
Liabilities
Accounts Payable and Accrued Expenses$231,892$195,888▼ $36,004
Total Liabilities$231,892$195,888▼ $36,004
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,701,200$1,950,770▲ $249,570
Unrestricted Net Assets$110,759$102,424▼ $8,335
Permanently Rstr Net Assets$70,919$70,919→ $0
Total Net Assets Fund Balance$1,882,878$2,124,113▲ $241,235
Total Liabilities and Net Assets / Fund Balance$2,114,770$2,320,001▲ $205,231
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
Christine DominguezFormer 1st V$221,727$221,727
Judy SealExecutive Di$144,844$144,844
Susan LivesayCFO$128,386$128,386

Board Members and Trustees

NameTitle
Mike MurraryPresident
William C BarnesBoard Member
Tamika M LangDirector at
Ruth AshleyFirst Vice P
Christine DominguezFormer 1st VP
Jeff FellenzerImmediate Pa
Chris EftychiouSecretary
Debra EcungVP at Large
Carl KempVP Corporate
Henry FungVP Finance &
Scott J Dionne CPAVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$1,338,069
Program Service Revenue
$0
Investment Income
$5,512
Other Revenue
$218
All Other Contributions
$1,338,069
Change in Net Assets
$241,235

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,343,799
Revenue Not Reported on Form 990
$248,327
Total Revenue per Audited Statements
$1,592,126
Total Revenue per Form 990
$1,343,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,069,589
Grants and Similar Amounts Paid$32,975
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$32,975--$32,975
Other Expenses$2,376$13,939-$2,376
Total Functional Expenses$1,088,625$13,939$0$1,102,564

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,350,891
Expenses per Audited Statements$1,102,564
Total Expenses per Form 990$1,102,564
Expenses Not Reported on Form 990$248,327
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,339
Fundraising Direct Expenses$46,121
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mis Dinner$46,339$46,339-$46,339
Total Events$46,339$46,339$46,121$218
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided to the executive board of directors before it is filed and it is reviewed by it.”

Form 990, Page 6, Part VI, Line 12C

“Compliance with the conflict of interest policy is regularly and consistenly monitored. Every year the board is required to disclose any possible conflict and the board decides the result of such conflict after determining its impact on independence.”

Form 990, Page 6, Part VI, Line 19

“Long beach educational foundation makes it governing documents, conflict of interest policy, financial statements and form 990 available to the public upon request. To organization has an audit and finance committee that oversees the audit process. This process has not changed from the prior year.”

Filing and Contact Details

Filer

Filer Name
Long Beach Education Foundation
EIN
33-0357679
Phone
5629978000
Address
1515 HUGHES WAY STE 430, LONG BEACH, CA 90810

Signing Officer

Name
Susan Livesay
Title
Chief Financial Officer
Phone
5629978000
Signed
2016-05-09

Organization Details

Principal Officer
Susan Livesay
Formed
1989
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
6
Employees
0

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Tina Henton CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising expenses 46,121 direct fundraising expenses -46,121”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation qualifies as a tax exempt organization under the applicable sections of the internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. The foundation has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the foundation's continued qualification as a tax-exempt entity and whether there is unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The foundation files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.”

Schedule D, Page 4, Part XI, Line 2D

“Direct fundraising expenses 46,121”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expenses 46,121”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER THE APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE FOUNDATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ENTITY AND WHETHER THERE IS UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES 46,121
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES 46,121
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt236256
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBRA ECUNG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHRIS EFTYCHIOU
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CHRISTINE DOMINGUEZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0VP AT LARGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FORMER 1ST VP
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE BOARD OF DIRECTORS BEFORE IT IS FILED AND IT IS REVIEWED BY IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENLY MONITORED. EVERY YEAR THE BOARD IS REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICT AND THE BOARD DECIDES THE RESULT OF SUCH CONFLICT AFTER DETERMINING ITS IMPACT ON INDEPENDENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LONG BEACH EDUCATIONAL FOUNDATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. TO ORGANIZATION HAS AN AUDIT AND FINANCE COMMITTEE THAT OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECT FUNDRAISING EXPENSES 46,121 DIRECT FUNDRAISING EXPENSES -46,121
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,320,001
Liabilities
$195,888
Net assets
$2,124,113
Revenue
$1,343,799
Expenses
$1,102,564
Net income
$241,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.81$2.07$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.55$2.79$1.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.00$2.99$1.34$1.14$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.09$2.79$1.21$0.84$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.08$2.42$0.96$0.89$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.60$0.25$2.35$7.99$8.28$0.29
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.20$2.64$4.44$4.61$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.46$2.81$3.08$3.03$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.12$0.10$3.02$2.29$1.39$0.90
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.20$2.12$1.34$1.10$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.11$0.23$1.88$1.14$0.86$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.25$1.60$0.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.16$1.64$0.88