Civic Intelligence

Leadership Long Beach Inc.

990 • Fiscal year 2021 • EIN 33-0361041

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 01, 2022

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4401 Atlantic Avenue 200Long Beach, CA 90807

(562) 997-9194

Siviq Scores

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

Liabilities / Assets

85th percentile

0.28x

Higher debt load relative to assets than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.21x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

52%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

-0.5%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$220,962

Up $75,912 (+52%) from 2020

Net Assets

Up

$158,220

Up $88,369 (+127%) from 2020

Liabilities

Down

$62,742

Down $12,457 (-17%) from 2020

Revenue

Down

$292,561

Down $1,353 (-0.5%) from 2020

Expenses

Down

$204,192

Down $91,244 (-31%) from 2020

Net Income

Up

$88,369

Up $89,891 (+5906%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $145,050Liabilities 2020: $75,199Net Assets 2020: $69,8512020Assets 2021: $220,962Liabilities 2021: $62,742Net Assets 2021: $158,2202021Assets 2022: $270,059Liabilities 2022: $13,474Net Assets 2022: $256,5852022Assets 2025: $158,285Liabilities 2025: $4,232Net Assets 2025: $154,0532025

Highlighted filing

2021

Assets$220,962
Liabilities$62,742
Net Assets$158,220

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2020: $293,914Expenses 2020: $295,436Net Income 2020: -$1,5222020Revenue 2021: $292,561Expenses 2021: $204,192Net Income 2021: $88,3692021Revenue 2022: $443,152Expenses 2022: $344,787Net Income 2022: $98,3652022Revenue 2025: $348,237Expenses 2025: $432,798Net Income 2025: -$84,5612025

Highlighted filing

2021

Revenue$292,561
Expenses$204,192
Net Income$88,369
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 1, 2022
Return Version
2020v4.0
Gross Receipts
$292,561
Mission and Program Overview

Mission

We are a catalyst that informs, activates, and connects community leaders to more meaningfully serve Long Beach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$71,594$144,767▲ $73,173
Savings and Temporary Cash Investments$53,340$66,759▲ $13,419
Pledges and Grants Receivable$6,375$0▼ $6,375
Prepaid Expenses and Deferred Charges$315$5,400▲ $5,085
Land, Buildings, and Equipment, Net$2,940$0▼ $2,940
Accounts Receivable$10,486$2,500▼ $7,986
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$145,050$220,962▲ $75,912
Other Assets Total-$1,536-
Liabilities
Grants Payable$36,085$33,562▼ $2,523
Deferred Revenue$34,168$23,844▼ $10,324
Accounts Payable and Accrued Expenses$4,946$5,336▲ $390
Total Liabilities$75,199$62,742▼ $12,457
Net Assets / Fund Balance
Net Assets With Donor Restrictions$87,601$91,065▲ $3,464
Net Assets Without Donor Restrictions$-17,750$67,155▲ $84,905
Total Net Assets Fund Balance$69,851$158,220▲ $88,369
Total Liabilities and Net Assets / Fund Balance$145,050$220,962▲ $75,912

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$10,251$10,251
Equipment-$5,530$5,530
Leasehold Improvements-$1,522$1,522
Compensation and Service Providers

Board Members and Trustees

NameTitle
Drew SchneiderPresident
Kenny AllenVice President
Lindsay MaisVice President
Lori AndrewsVice President
Andrea SulsonaDirector
April WalkerDirector
Ashley JonesDirector
Brenda McDowellDirector
Brian McPhailDirector
Brian SavalaDirector
Connor LockDirector
Danita HumphreyDirector
Dawn McIntoshDirector
Erin WilsonDirector
Jennifer AllenDirector
Kimberly WeeDirector
Nathaniel S Brown IIIDirector
Santiago Ogradon CortesDirector
Scott BristolDirector
Shawna WrightDirector
Sheryl BenderDirector
Susan WyantDirector
Tracey ThorpeDirector
Susan JacobsSecretary
Derek WratchfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$278,592
Program Service Revenue
$13,969
Investment Income
$0
Other Revenue
$0
All Other Contributions
$230,007
Change in Net Assets
$88,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$106,704
Other Expenses$97,488
Total Fundraising Expense$15,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,460$28,386$1,196$98,042
Occupancy$11,058$2,816$1,981$15,855
Fees for Services Other$11,150$2,000$20$13,170
All Other Expenses$2,777$7,319$3,070$13,166
Fees for Services Accounting$2,539$10,029$127$12,695
Payroll Taxes$6,088$2,492$82$8,662
Information Technology$4,998$2,102$40$7,140
Insurance$1,020$3,101$340$4,461
Other Expenses$4,211$152$1,715$4,363
Advertising--$2,162$2,162
Conferences and Meetings-$530-$530
Total Functional Expenses$129,626$59,143$15,423$204,192
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

The Board of Directors is the only body that has authority to act on behalf of the organization.

Form 990, Part VI, Line 11B: Form 990 Review Process

Reviewed with the Board of Directors at our February meeting.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Conflict of interest policy is distributed to board members on an annual basis. It is also included in the policy and procedures manual.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Leadership Long Beach
EIN
33-0361041
Phone
5629979194
Address
4401 Atlantic Avenue 200, Long Beach, CA 90807

Signing Officer

Name
Drew Schneider
Title
President
Signed
2022-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Drew Schneider
Formed
1989
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
8
Volunteers
100

Preparer

Firm
Katherine Gluck CPA
Address
703 Pier Ave B621, Hermosa Beach, CA 90254
Preparer
Katherine Gluck
Phone
3104066256
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

Young Environmental Leaders Program (YEL): The Youth Environmental Leadership program is a four-day workshop series for middle school-aged youth. This program immerses young leaders in environmental educational programming while having fun and building new relationships with peers from all over Long Beach. Participants learn about environmentally sustainable initiatives within our city, meet city leaders working towards creating a greener Long Beach, and explore ideas to help solve these issues. The programs curriculum is filled with hands-on activities to help students and encourage them to further their STEM education.

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Executive Leadership Series (ELS): The Executive Leadership Series program is a six-week program designed to meet the needs of executive leaders for the Long Beach community. This intensive program informs participants of key attributes pertaining to California's seventh largest city, creates opportunities to meet and interact with Long Beach leaders, and the leadership network of alumni who are leading in every sector of the community. The program is offered in the spring over six consecutive weekly afternoons. OTHER PROGRAM SERVICES 5: MLK Day of Service: Leadership Long Beach brings together our alumni and community volunteers from across Long Beach to serve together in honor of the National Day of Service and in the spirit of Dr. Martin Luther King Jr. Service opportunities are developed in partnership with local nonprofits, City representatives, and community leaders throughout Long Beach. Since 2010, thousands of volunteers have completed dozens of community service projects, growing the Long Beach MLK Day of Service into the largest MLK service day in LA County. The MLK Day of Service pivoted to a virtual day of service this year allowing Leadership Long Beach to continue our tradition of service to the community, while ensuring that participants could participate safely. OTHER PROGRAM SERVICES 6: Other programs

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IRS990/Form990PartVIISectionAGrp/PersonNm0Drew Schneider
IRS990/Form990PartVIISectionAGrp/PersonNm1Susan Jacobs
IRS990/Form990PartVIISectionAGrp/PersonNm2Derek Wratchford
IRS990/Form990PartVIISectionAGrp/PersonNm3Lori Andrews
IRS990/Form990PartVIISectionAGrp/PersonNm4Lindsay Mais
IRS990/Form990PartVIISectionAGrp/PersonNm5Kenny Allen
IRS990/Form990PartVIISectionAGrp/PersonNm6Dawn McIntosh
IRS990/Form990PartVIISectionAGrp/PersonNm7Brian McPhail
IRS990/Form990PartVIISectionAGrp/PersonNm8Jennifer Allen
IRS990/Form990PartVIISectionAGrp/PersonNm9Shawna Wright
IRS990/Form990PartVIISectionAGrp/PersonNm10Sheryl Bender
IRS990/Form990PartVIISectionAGrp/PersonNm11Scott Bristol
IRS990/Form990PartVIISectionAGrp/PersonNm12Nathaniel S Brown III
IRS990/Form990PartVIISectionAGrp/PersonNm13Danita Humphrey
IRS990/Form990PartVIISectionAGrp/PersonNm14Ashley Jones
IRS990/Form990PartVIISectionAGrp/PersonNm15Connor Lock
IRS990/Form990PartVIISectionAGrp/PersonNm16Brenda McDowell
IRS990/Form990PartVIISectionAGrp/PersonNm17Santiago Ogradon Cortes
IRS990/Form990PartVIISectionAGrp/PersonNm18Brian Savala
IRS990/Form990PartVIISectionAGrp/PersonNm19Andrea Sulsona
IRS990/Form990PartVIISectionAGrp/PersonNm20Tracey Thorpe
IRS990/Form990PartVIISectionAGrp/PersonNm21April Walker
IRS990/Form990PartVIISectionAGrp/PersonNm22Kimberly Wee
IRS990/Form990PartVIISectionAGrp/PersonNm23Erin Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm24Susan Wyant
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