Civic Intelligence

Leadership Long Beach Inc.

990 • Fiscal year 2024 • EIN 33-0361041

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 18, 2024

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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

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

45th percentile

0.6%

Higher net margin than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-3.4%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

2.0%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$242,655

Down $27,404 (-10%) from 2022

Net Assets

Down

$238,614

Down $17,971 (-7.0%) from 2022

Liabilities

Down

$4,041

Down $9,433 (-70%) from 2022

Revenue

Down

$394,965

Down $48,187 (-11%) from 2022

Expenses

Up

$392,465

Up $47,678 (+14%) from 2022

Net Income

Down

$2,500

Down $95,865 (-97%) from 2022

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 2024: $242,655Liabilities 2024: $4,041Net Assets 2024: $238,6142024Assets 2025: $158,285Liabilities 2025: $4,232Net Assets 2025: $154,0532025

Highlighted filing

2024

Assets$242,655
Liabilities$4,041
Net Assets$238,614

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 2024: $394,965Expenses 2024: $392,465Net Income 2024: $2,5002024Revenue 2025: $348,237Expenses 2025: $432,798Net Income 2025: -$84,5612025

Highlighted filing

2024

Revenue$394,965
Expenses$392,465
Net Income$2,500
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 18, 2024
Return Version
2023v5.1
Gross Receipts
$394,965
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
Savings and Temporary Cash Investments$182,245$133,727▼ $48,518
Accounts Receivable$2,500$67,612▲ $65,112
Cash and Non-Interest-Bearing Accounts$64,827$39,780▼ $25,047
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$251,108$242,655▼ $8,453
Other Assets Total$1,536$1,536→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,994$2,041▼ $10,953
Deferred Revenue$2,000$2,000→ $0
Total Liabilities$14,994$4,041▼ $10,953
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$166,114$178,614▲ $12,500
Net Assets With Donor Restrictions$70,000$60,000▼ $10,000
Total Net Assets Fund Balance$236,114$238,614▲ $2,500
Total Liabilities and Net Assets / Fund Balance$251,108$242,655▼ $8,453

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
Brian McPhailPresident
Dawn McIntoshPresident-Elect
Ishmael SalamancaVice President
Tracey ThorpeVice President
Avis AtkinsDirector
Claudia MendozaDirector
Desiree RewDirector
Erin WilsonDirector
Lori AndrewsDirector
Marcus HobbsDirector
Martha BayerDirector
Nancy LuongDirector
Shaunna HadestyDirector
Sheryl BenderDirector
Stefanie ClaveryDirector
Thelma ValenzuelaDirector
Angelica WheatonSecretary
Gerard GreenidgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$224,133
Program Service Revenue
$170,757
Investment Income
$75
Other Revenue
$0
All Other Contributions
$212,697
Change in Net Assets
$2,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$252,533
Other Expenses$131,932
Total Fundraising Expense$22,104
Grants and Similar Amounts Paid$8,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,583$71,388$16,740$214,711
Other Employee Benefits-$19,616-$19,616
Payroll Taxes$10,730$5,939$1,537$18,206
Occupancy$10,668$4,630$1,657$16,955
Fees for Services Other$8,535$5,000-$13,535
Fees for Services Accounting$4,041$5,351$629$10,021
Grants to Domestic Individuals$8,000--$8,000
All Other Expenses$1,261$4,403$616$6,280
Insurance-$5,825-$5,825
Travel$4,289$620-$4,909
Other Expenses$3,541$1,131$475$4,672
Advertising$4,300$15-$4,315
Information Technology$1,713-$282$1,995
Total Functional Expenses$244,410$125,951$22,104$392,465
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
No
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, Section A, Line 8B

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

Form 990, Part VI, Section B, Line 11B

Reviewed by management and board of directors prior to filing.

Form 990, Part VI, Section B, Line 12C

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, Section C, Line 19

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
Tracey Thorpe
Title
President Elect
Signed
2024-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn McIntosh
Formed
1989
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
3
Volunteers
1,000

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 4D

OTHER PROGRAM SERVICES 4: Other Programs:The Executive Leadership Series (ELS) is a dynamic five-week program tailored to meet the specific needs of executive leaders in the Long Beach community. ELS combines instructional, experiential, group learning, and reflection activities to provide a comprehensive and distinctive learning experience. From the outset, participants undergo an Orientation & Leadership Assessment, setting the stage for personalized development throughout the program. Throughout the series, participants have the opportunity to engage with prominent leaders from various sectors within Long Beach, fostering valuable connections and insights. Additionally, the program provides a platform for executives to develop and refine their personal leadership brand, equipping them with the skills and strategies needed to excel in their roles. One of the unique strengths of the ELS is its emphasis on building a strong leadership network. Participants are connected with a diverse community of alumni who are actively leading in every sector of the community, providing ongoing support and opportunities for collaboration. Overall, the Executive Leadership Series offers a transformative experience for executive leaders, empowering them to make a meaningful impact within the Long Beach community and beyond.

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IRS990/Form990PartVIISectionAGrp/PersonNm5Tracey Thorpe
IRS990/Form990PartVIISectionAGrp/PersonNm6Sheryl Bender
IRS990/Form990PartVIISectionAGrp/PersonNm7Lori Andrews
IRS990/Form990PartVIISectionAGrp/PersonNm8Avis Atkins
IRS990/Form990PartVIISectionAGrp/PersonNm9Martha Bayer
IRS990/Form990PartVIISectionAGrp/PersonNm10Stefanie Clavery
IRS990/Form990PartVIISectionAGrp/PersonNm11Shaunna Hadesty
IRS990/Form990PartVIISectionAGrp/PersonNm12Marcus Hobbs
IRS990/Form990PartVIISectionAGrp/PersonNm13Nancy Luong
IRS990/Form990PartVIISectionAGrp/PersonNm14Claudia Mendoza
IRS990/Form990PartVIISectionAGrp/PersonNm15Desiree Rew
IRS990/Form990PartVIISectionAGrp/PersonNm16Thelma Valenzuela
IRS990/Form990PartVIISectionAGrp/PersonNm17Erin Wilson
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
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IRS990/ProgSrvcAccomActy2Grp/Desc0Community EventsLeadership Long Beach brings together our alumni and community volunteers from across Southern California 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 over 150 community service projects, growing the Long Beach MLK Day of Service into the largest MLK service day in LA County.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Youth Leadership Long Beach (YLLB)Youth Leadership Long Beach is an 8-month program designed to cultivate leadership skills among high school students while addressing issues important to both them and the community. This unique program brings together over 30 high school students from across Long Beach to engage in an environmentally focused leadership experience. YLLB allows students to explore their roles as community trustees and learn the value of addressing community challenges through individual responsibility. Through a lens of environmental sustainability, the program delivers high-quality leadership programming that spans various fields and disciplines, including sociology, ethics, and STEM subjects. In today's world, where the threat of climate change looms large, it's crucial for young people to consider ways to create a more sustainable future. YLLB empowers students to tackle these pressing issues and become agents of positive change within their communities.
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