Civic Intelligence

Long Beach Rotary Charitable Foundation

990 • Fiscal year 2018 • EIN 33-0480906

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

Organization ProfileN/A
400 0ceangateLong Beach, CA 90802

(562) 436-8181

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,385,596

Up $647 (+0.0%) from 2017

Net Assets

Down

$1,380,301

Down $4,598 (-0.3%) from 2017

Liabilities

Up

$5,295

Up $5,245 (+10490%) from 2017

Revenue And Expenses

Revenue

Down

$146,117

Down $1,015,722 (-87%) from 2017

Expenses

Up

$206,261

Up $72,365 (+54%) from 2017

Net Income

Down

-$60,144

Down $1,088,087 (-106%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $391,305Liabilities 2014: $3,971Net Assets 2014: $387,3342014Assets 2015: $388,718Liabilities 2015: $178Net Assets 2015: $388,5402015Assets 2016: $391,663Liabilities 2016: $56Net Assets 2016: $391,6072016Assets 2017: $1,384,949Liabilities 2017: $50Net Assets 2017: $1,384,8992017Assets 2018: $1,385,596Liabilities 2018: $5,295Net Assets 2018: $1,380,3012018Assets 2019: $1,194,090Liabilities 2019: $10,361Net Assets 2019: $1,183,7292019Assets 2020: $1,258,116Liabilities 2020: $0Net Assets 2020: $1,258,1162020Assets 2021: $1,479,918Liabilities 2021: $0Net Assets 2021: $1,479,9182021Assets 2022: $1,405,555Liabilities 2022: $1,346Net Assets 2022: $1,404,2092022Assets 2023: $1,573,531Liabilities 2023: $0Net Assets 2023: $1,573,5312023Assets 2024: $1,762,510Liabilities 2024: $0Net Assets 2024: $1,762,5102024Assets 2025: $1,812,734Liabilities 2025: $416Net Assets 2025: $1,812,3182025

Highlighted filing

2018

Assets$1,385,596
Liabilities$5,295
Net Assets$1,380,301
Open 2018 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $113,656Expenses 2014: $73,780Net Income 2014: $39,8762014Revenue 2015: $109,586Expenses 2015: $109,568Net Income 2015: $182015Revenue 2016: $116,731Expenses 2016: $100,660Net Income 2016: $16,0712016Revenue 2017: $1,161,839Expenses 2017: $133,896Net Income 2017: $1,027,9432017Revenue 2018: $146,117Expenses 2018: $206,261Net Income 2018: -$60,1442018Revenue 2019: $164,793Expenses 2019: $400,915Net Income 2019: -$236,1222019Revenue 2020: $224,905Expenses 2020: $163,809Net Income 2020: $61,0962020Revenue 2021: $170,591Expenses 2021: $174,767Net Income 2021: -$4,1762021Revenue 2022: $296,405Expenses 2022: $165,116Net Income 2022: $131,2892022Revenue 2023: $268,666Expenses 2023: $205,007Net Income 2023: $63,6592023Revenue 2024: $283,190Expenses 2024: $260,838Net Income 2024: $22,3522024Revenue 2025: $250,705Expenses 2025: $340,601Net Income 2025: -$89,8962025

Highlighted filing

2018

Revenue$146,117
Expenses$206,261
Net Income-$60,144
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$312,687
Mission and Program Overview

Mission

Support health, youth services, education and other programs in the community.

Support health,education and other programs for youth in long beach, ca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$428,742$1,064,874▲ $636,132
Accounts Receivable$620,000--
Savings and Temporary Cash Investments$283,412$320,722▲ $37,310
Pledges and Grants Receivable$52,795--
Total Assets$1,384,949$1,385,596▲ $647
Liabilities
Accounts Payable and Accrued Expenses$50$5,295▲ $5,245
Total Liabilities$50$5,295▲ $5,245
Net Assets / Fund Balance
Permanently Rstr Net Assets$744,165$744,165→ $0
Temporarily Rstr Net Assets$409,281$452,099▲ $42,818
Unrestricted Net Assets$231,453$184,037▼ $47,416
Total Net Assets Fund Balance$1,384,899$1,380,301▼ $4,598
Total Liabilities and Net Assets / Fund Balance$1,384,949$1,385,596▲ $647

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$742,277-▲ $53,415$25,283$770,409
2016$19,202$724,963▲ $11,112$13,000$742,277
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steven KeesalPresident
Alfredo VelascoBoard Member
Denise DahlhausenBoard Member
Jayne LastuskyBoard Member
Matt KinleyBoard Member
Mollie BeckBoard Member
Stacey BaltesBoard Member
Steve KuykendallBoard Member
Wendy SorelBoard Member
Madrid ZimmermanExecutive Director
Gail SchwandnerSecretary
Nancy KindelanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,982
Program Service Revenue
$0
Investment Income
$29,135
Other Revenue
$0
All Other Contributions
$116,982
Change in Net Assets
$-60,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$175,363
Other Expenses$30,898
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,363--$175,363
Fees for Service Investment Mgmnt Fees$0$8,049$0$8,049
Fees for Services Management$0$4,786$0$4,786
Fees for Services Accounting$0$4,000$0$4,000
Other Expenses$2,027$725$0$2,752
All Other Expenses$271$561$0$832
Total Functional Expenses$187,845$18,416$0$206,261
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Filing and Contact Details

Filer

Filer Name
Long Beach Rotary Charitable Foundation
EIN
33-0480906
Phone
5624368181
Address
400 0CEANGATE, LONG BEACH, CA 90802

Signing Officer

Name
Steven Keesal
Title
President
Phone
5624368181
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Keesal
Formed
1986
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
280

Preparer

Firm
Nancy C Kindelan Rtp
Address
11 BLUE POINT, ALISO VIEJO, CA 92656-4262
Preparer
Nancy C Kindelan
Phone
5627062238
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Financial Statements and Tax Return were presented at January 2018 Foundation Board meeting and are documented in the minutes of that meeting.”

Pt VI, Line 12C

“Board members are required to review the Conflict of Interest policy and to complete and sign a conflict of interest statement annually.”

Pt VI, Line 15A

“The organization has no paid staff”

Pt VI, Line 15B

“The organization has no paid staff”

Form 990, Part III, Line 4D

“Various programs to support youth 11488. 0. 0.”

Form 990, Part IX, Line 24E

“Filing fees 130. 0. 130. 0.”

Form 990, Part IX, Line 24E

“OTHER 702. 271. 431. 0.”

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08432
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05115
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt055262
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PublicSupportCY170Pct00.94990
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.95490
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IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0116982
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt099914
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt098316
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01499039
IRS990ScheduleA/TotalSupportAmt01554301
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0770409
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt053415
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt025283
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt019202
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0724963
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0742277
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011112
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt013000
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.97000
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03000
IRS990ScheduleD/TotalBookValueSecuritiesAmt01064874
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Financial Statements and Tax Return were presented at January 2018 Foundation Board meeting and are documented in the minutes of that meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members are required to review the Conflict of Interest policy and to complete and sign a conflict of interest statement annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization has no paid staff
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has no paid staff
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Various programs to support youth 11488. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FILING FEES 130. 0. 130. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER 702. 271. 431. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0116982
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018416
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IRS990/TotalOtherProgSrvcExpenseAmt011488
IRS990/TotalProgramServiceExpensesAmt0187845
IRS990/TotalRevenueGrp/ExclusionAmt029135
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146117
IRS990/TotalVolunteersCnt0280
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01384949
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01385596
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0231453
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0184037
IRS990/USAddress/AddressLine1Txt0400 OCEANGATE 470
IRS990/USAddress/CityNm0LONG BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090802
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN KEESAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05624368181
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONG BEACH ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0330480906
ReturnHeader/Filer/PhoneNum05624368181
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ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CF57D2212A3A1CA6B1DB6373C25DCF4DCBBD1359
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,385,596
Liabilities
$5,295
Net assets
$1,380,301
Revenue
$146,117
Expenses
$206,261
Net income
-$60,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.25$0.34$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.28$0.26$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.27$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.40$0.30$0.17$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.17$0.17$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.22$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$0.16$0.40$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.15$0.21$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.16$0.13$1.03
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.12$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.11$0.11$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.11$0.07$0.04