Civic Intelligence

Long Beach Navy Memorial Heritage Association

990EZ • Fiscal year 2017 • EIN 33-0826082

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 04, 2018

PO Box 91811Long Beach, CA 90809-1811

(562) 331-0619

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$116,244

Up $23,666 (+26%) from 2016

Net Assets

Up

$116,244

Up $23,666 (+26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Flat

$199,000

Flat from 2016

Expenses

Up

$175,334

Up $9,038 (+5.4%) from 2016

Net Income

Down

$23,666

Down $9,038 (-28%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $14,273Liabilities 2010: $0Net Assets 2010: $14,2732010Assets 2011: $34,488Liabilities 2011: $0Net Assets 2011: $34,4882011Assets 2013: $88,685Liabilities 2013: $0Net Assets 2013: $88,6852013Assets 2014: $75,475Liabilities 2014: $0Net Assets 2014: $75,4752014Assets 2015: $59,874Liabilities 2015: $0Net Assets 2015: $59,8742015Assets 2016: $92,578Liabilities 2016: $0Net Assets 2016: $92,5782016Assets 2017: $116,244Liabilities 2017: $0Net Assets 2017: $116,2442017Assets 2018: $115,435Liabilities 2018: $0Net Assets 2018: $115,4352018Assets 2019: $154,030Liabilities 2019: $0Net Assets 2019: $154,0302019Assets 2020: $192,001Liabilities 2020: $0Net Assets 2020: $192,0012020Assets 2021: $169,633Net Assets 2021: $169,6332021Assets 2022: $125,755Net Assets 2022: $125,7552022Assets 2023: $111,716Net Assets 2023: $111,7162023Assets 2024: $142,288Net Assets 2024: $142,2882024

Highlighted filing

2017

Assets$116,244
Liabilities$0
Net Assets$116,244

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $100,092Expenses 2010: $200,581Net Income 2010: -$100,4892010Revenue 2011: $180,006Expenses 2011: $159,791Net Income 2011: $20,2152011Revenue 2013: $190,000Expenses 2013: $160,138Net Income 2013: $29,8622013Revenue 2014: $200,000Expenses 2014: $213,210Net Income 2014: -$13,2102014Revenue 2015: $198,000Expenses 2015: $213,601Net Income 2015: -$15,6012015Revenue 2016: $199,000Expenses 2016: $166,296Net Income 2016: $32,7042016Revenue 2017: $199,000Expenses 2017: $175,334Net Income 2017: $23,6662017Revenue 2018: $199,000Expenses 2018: $199,809Net Income 2018: -$8092018Revenue 2019: $199,000Expenses 2019: $160,405Net Income 2019: $38,5952019Revenue 2020: $198,200Expenses 2020: $160,229Net Income 2020: $37,9712020Revenue 2021: $199,000Expenses 2021: $221,368Net Income 2021: -$22,3682021Revenue 2022: $199,200Expenses 2022: $243,078Net Income 2022: -$43,8782022Revenue 2023: $199,100Expenses 2023: $213,139Net Income 2023: -$14,0392023Revenue 2024: $199,100Expenses 2024: $168,528Net Income 2024: $30,5722024

Highlighted filing

2017

Revenue$199,000
Expenses$175,334
Net Income$23,666
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 4, 2018
Return Version
2017v2.3
Gross Receipts
$199,000
Mission and Program Overview

Mission

To foster and support the identification, evaluation, preservation, rehabilitation, restoration and interpretation of historical resources, sites and archival sources within the municipal boundaries of the city of long beach

Program Services

DescriptionGrantsExpenses
TO CONTRIBUTE AND PARTICIPATE IN THE PRESERVATION OF HERITAGE AND HISTORIC SITES WITHIN THE CITY OF LONG BEACH, TO HONOR THE NAME AND WORK OF PAUL REVERE WILLIAMS-ARCHITECT OF HISTORIC BUILDINGS AT THE LONG BEACH NAVAL STATION, TO CONTRIBUTE TO THE WELFARE OF THE LONG BEACH COMMUNITY WHICH WILL HONOR THE CITY'S RELATIONSHIP WITH THE NAVY$199,000$154,625
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL PERRYPresident-$0--
KAYE BRIEGELVice-President-$0--
MAUREEN NEELEYSecretary-$0--
MARGUERITE MORELTreasurer-$0--
KAREN CLEMENTSTrustee-$0--
RENEE SIMONTrustee-$0--
PETER DEVEREAUXTrustee-$0--
RICK DAMATOTrustee-$0--
JANA SHIELDSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Long Beach Navy Memorial
EIN
33-0826082
Phone
5623310619
Address
PO BOX 91811, LONG BEACH, CA 90809-1811

Signing Officer

Name
Marguerite Morel
Title
Treasurer
Phone
5623310619
Signed
2018-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Goodrich Baron & Goodyear
Address
6700 E PACIFIC COAST HWY 255, LONG BEACH, CA 90803
Preparer
Gregory a Goodyear
Phone
5625948791
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: east 7th street history project/csulb. Grantee address: 1250 bellflower blvd. Long beach, ca 90840. Date of gift: 11/15/17. Amount given: 8,400.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: first congregational church. Grantee address: 241 cedar ave long beach, ca 90802. Date of gift: 08/31/17. Amount given: 25,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: long beach museum of art. Grantee address: 2300 e ocean blvd long beach, ca 90803. Date of gift: 08/28/17. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: historical society of lb-illuminating the navy. Grantee address: 4260 atalantic avenue long beach, ca 90807. Date of gift: 03/22/17. Amount given: 20,192.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: csulb research foundation. Grantee address: 525 e 7th st. Long beach, ca 90813. Date of gift: 06/05/17. Amount given: 25,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: st. Regis condominium association. Grantee address: 1030 e. Ocean blvd. Long beach, ca 90802. Date of gift: 07/05/17. Amount given: 17,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: 2nd samoan church. Grantee address: 655 cedar avenue long beach, ca 90802. Date of gift: 08/02/17. Amount given: 10,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: louise ivers mid-century modern. Grantee address: 1837 e 6th st long beach, ca 90802. Date of gift: 03/22/17. Amount given: 10,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: sea scouts boy scouts of america. Grantee address: 401 e 37th st long beach, ca 90807. Date of gift: 03/22/17. Amount given: 17,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: long beach heritage. Grantee address: p.o. Box 92521 long beach, ca 90809. Date of gift: 03/22/17. Amount given: 2,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: sunnyside cemetery. Grantee address: 1095 e willow st long beach, ca 90806. Date of gift: 03/22/17. Amount given: 20,000. Total included on form 990-ez, line 10: 161,092.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 3,197. Description: supplies and other costs. Amount: 389. Total to form 990-ez, line 16: 3,586.

Raw XML Appendix206 raw XML fields

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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IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER AND SUPPORT THE IDENTIFICATION, EVALUATION, PRESERVATION, REHABILITATION, RESTORATION AND INTERPRETATION OF HISTORICAL RESOURCES, SITES AND ARCHIVAL SOURCES WITHIN THE MUNICIPAL BOUNDARIES OF THE CITY OF LONG BEACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO CONTRIBUTE AND PARTICIPATE IN THE PRESERVATION OF HERITAGE AND HISTORIC SITES WITHIN THE CITY OF LONG BEACH, TO HONOR THE NAME AND WORK OF PAUL REVERE WILLIAMS-ARCHITECT OF HISTORIC BUILDINGS AT THE LONG BEACH NAVAL STATION, TO CONTRIBUTE TO THE WELFARE OF THE LONG BEACH COMMUNITY WHICH WILL HONOR THE CITY'S RELATIONSHIP WITH THE NAVY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: EAST 7TH STREET HISTORY PROJECT/CSULB. GRANTEE ADDRESS: 1250 BELLFLOWER BLVD. LONG BEACH, CA 90840. DATE OF GIFT: 11/15/17. AMOUNT GIVEN: 8,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: FIRST CONGREGATIONAL CHURCH. GRANTEE ADDRESS: 241 CEDAR AVE LONG BEACH, CA 90802. DATE OF GIFT: 08/31/17. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: LONG BEACH MUSEUM OF ART. GRANTEE ADDRESS: 2300 E OCEAN BLVD LONG BEACH, CA 90803. DATE OF GIFT: 08/28/17. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: HISTORICAL SOCIETY OF LB-ILLUMINATING THE NAVY. GRANTEE ADDRESS: 4260 ATALANTIC AVENUE LONG BEACH, CA 90807. DATE OF GIFT: 03/22/17. AMOUNT GIVEN: 20,192.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: CSULB RESEARCH FOUNDATION. GRANTEE ADDRESS: 525 E 7TH ST. LONG BEACH, CA 90813. DATE OF GIFT: 06/05/17. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: ST. REGIS CONDOMINIUM ASSOCIATION. GRANTEE ADDRESS: 1030 E. OCEAN BLVD. LONG BEACH, CA 90802. DATE OF GIFT: 07/05/17. AMOUNT GIVEN: 17,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: 2ND SAMOAN CHURCH. GRANTEE ADDRESS: 655 CEDAR AVENUE LONG BEACH, CA 90802. DATE OF GIFT: 08/02/17. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: . GRANTEE NAME: LOUISE IVERS MID-CENTURY MODERN. GRANTEE ADDRESS: 1837 E 6TH ST LONG BEACH, CA 90802. DATE OF GIFT: 03/22/17. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: . GRANTEE NAME: SEA SCOUTS BOY SCOUTS OF AMERICA. GRANTEE ADDRESS: 401 E 37TH ST LONG BEACH, CA 90807. DATE OF GIFT: 03/22/17. AMOUNT GIVEN: 17,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: . GRANTEE NAME: LONG BEACH HERITAGE. GRANTEE ADDRESS: P.O. BOX 92521 LONG BEACH, CA 90809. DATE OF GIFT: 03/22/17. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: . GRANTEE NAME: SUNNYSIDE CEMETERY. GRANTEE ADDRESS: 1095 E WILLOW ST LONG BEACH, CA 90806. DATE OF GIFT: 03/22/17. AMOUNT GIVEN: 20,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 161,092.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DESCRIPTION: INSURANCE. AMOUNT: 3,197. DESCRIPTION: SUPPLIES AND OTHER COSTS. AMOUNT: 389. TOTAL TO FORM 990-EZ, LINE 16: 3,586.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGUERITE MOREL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05623310619
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONG BEACH NAVY MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HERITAGE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0330826082
ReturnHeader/Filer/PhoneNum05623310619
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 91811
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0908091811
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041615EACF41CE01569619AC2AFB761C1715D3DF2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041615EACF41CE01569619AC2AFB761C1715D3DF2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.180.88.216
ReturnHeader/FilingSecurityInformation/IPDt02018-09-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:48:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201739458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOODRICH BARON & GOODYEAR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06700 E PACIFIC COAST HWY 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05625948791
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY A GOODYEAR
ReturnHeader/ReturnTs02018-09-04T14:53:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$1.42$1.99$1.69$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.99$2.13$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.99$2.43$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.70$1.70$1.99$2.21$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$1.98$1.60$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.99$1.60$0.39
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.99$2.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.99$1.75$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.99$1.66$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.98$2.14$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$2.00$2.13$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$1.90$1.60$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$1.80$1.60$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$1.00$2.01$1.00