Civic Intelligence

Long Beach Rotary Charitable Foundation

990 • Fiscal year 2022 • EIN 33-0480906

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 28, 2023

Organization ProfileN/A
400 OceangateLong Beach, CA 90802

(056) 243-6818

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.0%

Faster asset growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

74%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$1,405,555

Down $74,363 (-5.0%) from 2021

Net Assets

Down

$1,404,209

Down $75,709 (-5.1%) from 2021

Liabilities

Up

$1,346

Up $1,346 from 2021

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin87th percentile

Revenue

Up

$296,405

Up $125,814 (+74%) from 2021

Expenses

Down

$165,116

Down $9,651 (-5.5%) from 2021

Net Income

Up

$131,289

Up $135,465 (+3244%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2022

Assets$1,405,555
Liabilities$1,346
Net Assets$1,404,209
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

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

2022

Revenue$296,405
Expenses$165,116
Net Income$131,289
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 28, 2023
Return Version
2021v4.0
Gross Receipts
$305,870
Mission and Program Overview

Mission

A charitable foundation distributing funds in a manner that furthers the mission, projects, and goals of the rotary club of long beach.

A charitable foundation distributing funds in a manner that furthers the mission, projects and goals of the rotary club of long beach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,413,143$1,296,518▼ $116,625
Cash and Non-Interest-Bearing Accounts$66,375$108,837▲ $42,462
Savings and Temporary Cash Investments$400$200▼ $200
Total Assets$1,479,918$1,405,555▼ $74,363
Liabilities
Accounts Payable and Accrued Expenses-$1,346-
Total Liabilities$0$1,346▲ $1,346
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,230,506$1,081,041▼ $149,465
Net Assets Without Donor Restrictions$249,412$323,168▲ $73,756
Total Net Assets Fund Balance$1,479,918$1,404,209▼ $75,709
Total Liabilities and Net Assets / Fund Balance$1,479,918$1,405,555▼ $74,363

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,046,708-▼ $131,333$104$915,271
2020$830,791-▲ $216,648$731$1,046,708
2019$800,441-▲ $40,740$10,390$830,791
2018$770,409-▲ $57,544$27,512$800,441
2017$742,277-▲ $53,415$25,283$770,409
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Matt KinleyPresident
Dana BuchananDirector
Dorian BolickDirector
Elizabeth LucasDirector
Greg BurnightDirector
Juan HuizarDirector
Mollie BeckPast Preside
Alfredo VelascoSecretary
Michele DobsonTreasurer
Dennis SmithVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$259,450
Program Service Revenue
$0
Investment Income
$36,955
Other Revenue
$0
All Other Contributions
$259,450
Change in Net Assets
$131,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$56,472--$56,472
Fees for Services Other-$14,435-$14,435
Fees for Service Investment Mgmnt Fees-$7,333-$7,333
Office Expenses$920$5,917-$6,837
Total Functional Expenses$137,431$27,685$0$165,116
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 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, Page 6, Part VI, Line 11B

“A copy of the return is provided to each board member. Sufficient time is allowed for their review and comment prior to filing the return.”

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

“The organization requires board members to review conflicts of interest annually.”

Form 990, Page 6, Part VI, Line 15A

“The organization has no ceo. Therefore, this question is not aplicable but does not allow for that response.”

Form 990, Page 6, Part VI, Line 15B

“The organization has no employees. Therefore, this question is not aplicable but does not allow for that response.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available upon request to the corporate offices.”

Filing and Contact Details

Filer

Filer Name
Long Beach Rotary Charitable Founda
EIN
33-0480906
Phone
0562436818
Address
400 OCEANGATE, LONG BEACH, CA 90802

Signing Officer

Name
Matt Kinley
Title
President
Phone
0562436818
Signed
2023-02-28

Organization Details

Principal Officer
Matt Kinley
Formed
1991
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Nerrie Lisk Smith Cecil
Address
3030 OLD RANCH PARKWAY 160, SEAL BEACH, CA 90740-2752
Preparer
Kenneth Cecil
Phone
5622866800
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN IS PROVIDED TO EACH BOARD MEMBER. SUFFICIENT TIME IS ALLOWED FOR THEIR REVIEW AND COMMENT PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES BOARD MEMBERS TO REVIEW CONFLICTS OF INTEREST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS NO CEO. THEREFORE, THIS QUESTION IS NOT APLICABLE BUT DOES NOT ALLOW FOR THAT RESPONSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO EMPLOYEES. THEREFORE, THIS QUESTION IS NOT APLICABLE BUT DOES NOT ALLOW FOR THAT RESPONSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO THE CORPORATE OFFICES.
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT KINLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum00562436818
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-28
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NERRIE LISK SMITH CECIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03030 OLD RANCH PARKWAY 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEAL BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0907402752
ReturnHeader/PreparerPersonGrp/PhoneNum05622866800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH CECIL
ReturnHeader/ReturnTs02023-04-07T16:50:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KINLEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,405,555
Liabilities
$1,346
Net assets
$1,404,209
Revenue
$296,405
Expenses
$165,116
Net income
$131,289
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