Civic Intelligence

Long Beach Rotary Charitable Foundation

990 • Fiscal year 2023 • EIN 33-0480906

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 18, 2024

Organization ProfileN/A
400 Oceangate Ste 470Long Beach, CA 90802

(056) 243-6818

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-9.4%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,573,531

Up $167,976 (+12%) from 2022

Net Assets

Up

$1,573,531

Up $169,322 (+12%) from 2022

Liabilities

Down

$0

Down $1,346 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin78th percentile

Revenue

Down

$268,666

Down $27,739 (-9.4%) from 2022

Expenses

Up

$205,007

Up $39,891 (+24%) from 2022

Net Income

Down

$63,659

Down $67,630 (-52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2023

Assets$1,573,531
Liabilities$0
Net Assets$1,573,531
Open 2023 Filing

Operations Trend

Revenue Growth26th 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

2023

Revenue$268,666
Expenses$205,007
Net Income$63,659
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 18, 2024
Return Version
2022v5.0
Gross Receipts
$268,666
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$1,296,518$1,454,579▲ $158,061
Cash and Non-Interest-Bearing Accounts$108,837$118,952▲ $10,115
Savings and Temporary Cash Investments$200--
Total Assets$1,405,555$1,573,531▲ $167,976
Liabilities
Accounts Payable and Accrued Expenses$1,346--
Total Liabilities$1,346$0▼ $1,346
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,081,041$1,233,732▲ $152,691
Net Assets Without Donor Restrictions$323,168$339,799▲ $16,631
Total Net Assets Fund Balance$1,404,209$1,573,531▲ $169,322
Total Liabilities and Net Assets / Fund Balance$1,405,555$1,573,531▲ $167,976

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$915,271$52,932▲ $100,631$22,715$1,046,119
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Dennis SmithPresident
Dana BuchananDirector
Danita HumphreyDirector
Freda Hinsche OttoDirector
Greg BurnightDirector
John RomundstadDirector
Juan HuizarDirector
Julie MeenanDirector
Leslie WibergDirector
Matt KinleyDirector
Steve HockettPast Preside
Michele DobsonSecretary
Rich GibsonTreasurer
Alfredo VelascoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$230,166
Program Service Revenue
$0
Investment Income
$38,500
Other Revenue
$0
All Other Contributions
$230,166
Change in Net Assets
$63,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,007
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
Fees for Services Other-$15,612-$15,612
Other Expenses$13,000--$13,000
Office Expenses$2,085$6,368-$8,453
Total Functional Expenses$183,027$21,980$0$205,007
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 Found
EIN
33-0480906
Phone
0562436818
Address
400 OCEANGATE STE 470, LONG BEACH, CA 90802

Signing Officer

Name
Dennis Smith
Title
President
Phone
0562436818
Signed
2024-01-18

Organization Details

Principal Officer
Dennis Smith
Formed
1991
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
15

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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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-18
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NERRIE LISK SMITH CECIL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0907402752
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH CECIL

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,573,531
Liabilities
$0
Net assets
$1,573,531
Revenue
$268,666
Expenses
$205,007
Net income
$63,659
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