Civic Intelligence

The Longbranch Foundation

990EZ • Fiscal year 2020 • EIN 81-1147078

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 20, 2021

PO Box 111Lakebay, WA 98349

(253) 235-9009

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.14x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

51st percentile

5.8%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

5.8%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-90%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$123,673

Up $6,823 (+5.8%) from 2019

Net Assets

Up

$118,833

Up $1,983 (+1.7%) from 2019

Liabilities

Up

$4,840

Up $4,840 from 2019

Revenue

Down

$34,000

Down $299,916 (-90%) from 2019

Expenses

Down

$32,017

Down $237,053 (-88%) from 2019

Net Income

Down

$1,983

Down $62,863 (-97%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2017: $49,959Liabilities 2017: $0Net Assets 2017: $49,9592017Assets 2018: $52,004Liabilities 2018: $0Net Assets 2018: $52,0042018Assets 2019: $116,850Liabilities 2019: $0Net Assets 2019: $116,8502019Assets 2020: $123,673Liabilities 2020: $4,840Net Assets 2020: $118,8332020Assets 2021: $201,986Liabilities 2021: $4,435Net Assets 2021: $197,5512021Assets 2022: $179,101Liabilities 2022: $110Net Assets 2022: $178,9912022Assets 2023: $236,481Liabilities 2023: $0Net Assets 2023: $236,4812023Assets 2024: $224,844Net Assets 2024: $224,8442024

Highlighted filing

2020

Assets$123,673
Liabilities$4,840
Net Assets$118,833

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $44,743Expenses 2017: $8,265Net Income 2017: $36,4782017Revenue 2018: $25,141Expenses 2018: $23,096Net Income 2018: $2,0452018Revenue 2019: $333,916Expenses 2019: $269,070Net Income 2019: $64,8462019Revenue 2020: $34,000Expenses 2020: $32,017Net Income 2020: $1,9832020Revenue 2021: $103,301Expenses 2021: $24,583Net Income 2021: $78,7182021Revenue 2022: $30,933Expenses 2022: $49,493Net Income 2022: -$18,5602022Revenue 2023: $96,223Expenses 2023: $38,733Net Income 2023: $57,4902023Revenue 2024: $27,716Expenses 2024: $39,353Net Income 2024: -$11,6372024

Highlighted filing

2020

Revenue$34,000
Expenses$32,017
Net Income$1,983
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 20, 2021
Return Version
2020v4.1
Gross Receipts
$34,694
Mission and Program Overview

Mission

Historic building preservation, recreational trail enhancement, environmental and public safety at local marina facility, scholarships and education support, and supporting other charitable community organizations.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP PROGRAMS: EVERGREEN ELEMENTARY, TWO WATERS ART ALLIANCE, AND PENINSULA HAWKS SCHOLARSHIP.$13,800$13,800
COMMUNITY ORGANIZATIONS: KEY PENINSULA, ANGEL GUILD, KPFD, CHILDREN'S HOME SOCIETY, FOOD BACKPACKS 4 KIDS, FOOD BANK, SCHOOLS, AND MUSTARD SEED PROJECT.$9,075$9,075
LONGBRANCH MARINA, HISTORIC BUILDINGS AND GROUNDS. ENVIRONMENTAL AND PUBLIC SAFETY MEASURES.$1,500$1,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BJ FLOYDPresidentPT$0--
RANDY CARRVice President-$0--
JIM HETTINGERTresurer-$0--
SHERYL LOWSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Longbranch Foundation
EIN
81-1147078
Phone
2532359009
Address
PO BOX 111, LAKEBAY, WA 98349

Signing Officer

Name
Jim Hettinger
Title
Treasurer
Phone
2532359009
Signed
2021-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 FIRST AVE WEST SUITE 200, SEATTLE, WA 98119-4219
Preparer
Howard Donkin CPA
Phone
2066288990
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 52.

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

Activity classification: education support. Grantee name: peninsula hawks scholarship. Grantee address: po box 283 wauna, wa 98395. Grantee relationship: none. Property description: cash. Date of gift: 06/08/20. Amount given: 9,000.

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

Description: marketing and advertising. Amount: 2,963. Description: merchant services. Amount: 42. Description: insurance. Amount: 382. Description: office expenses. Amount: 2,131. Total to form 990-ez, line 16: 5,518.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses and deferred charges. Beg. Of year amount: 432. End of year amount: 815.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 0. End of year amount: 4,840.

Raw XML Appendix168 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JIM HETTINGER
IRS990EZ/BooksInCareOfDetail/PhoneNum02532359009
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 111
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEBAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098349
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0116418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122858
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01922
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt05434
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024375
IRS990EZ/GrossReceiptsAmt034694
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt052
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116850
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0118833
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116850
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0118833
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BJ FLOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RANDY CARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM HETTINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERYL LOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRESURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0432
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0815
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05518
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HISTORIC BUILDING PRESERVATION, RECREATIONAL TRAIL ENHANCEMENT, ENVIRONMENTAL AND PUBLIC SAFETY AT LOCAL MARINA FACILITY, SCHOLARSHIPS AND EDUCATION SUPPORT, AND SUPPORTING OTHER CHARITABLE COMMUNITY ORGANIZATIONS.
IRS990EZ/PrintingPublicationsPostageAmt0202
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP PROGRAMS: EVERGREEN ELEMENTARY, TWO WATERS ART ALLIANCE, AND PENINSULA HAWKS SCHOLARSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY ORGANIZATIONS: KEY PENINSULA, ANGEL GUILD, KPFD, CHILDREN'S HOME SOCIETY, FOOD BACKPACKS 4 KIDS, FOOD BANK, SCHOOLS, AND MUSTARD SEED PROJECT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LONGBRANCH MARINA, HISTORIC BUILDINGS AND GROUNDS. ENVIRONMENTAL AND PUBLIC SAFETY MEASURES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013800
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19075
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19075
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0694
IRS990EZ/SpecialEventsNetIncomeLossAmt04740
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04840
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032017
IRS990EZ/TotalProgramServiceExpensesAmt024375
IRS990EZ/TotalRevenueAmt034000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LONGBRANCHFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0277039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0342444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0119498
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0339295
IRS990ScheduleA/SubstantialContributorsTotAmt03149
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0277039
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011074
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0342444
IRS990ScheduleA/TotalSupportAmt0342537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 52.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATION SUPPORT. GRANTEE NAME: PENINSULA HAWKS SCHOLARSHIP. GRANTEE ADDRESS: PO BOX 283 WAUNA, WA 98395. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/08/20. AMOUNT GIVEN: 9,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MARKETING AND ADVERTISING. AMOUNT: 2,963. DESCRIPTION: MERCHANT SERVICES. AMOUNT: 42. DESCRIPTION: INSURANCE. AMOUNT: 382. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,131. TOTAL TO FORM 990-EZ, LINE 16: 5,518.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES AND DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 432. END OF YEAR AMOUNT: 815.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,840.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM HETTINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02532359009
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LONGBRANCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0811147078
ReturnHeader/Filer/PhoneNum02532359009
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 111
ReturnHeader/Filer/USAddress/CityNm0LAKEBAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098349
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912011386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBSON JARVIS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 FIRST AVE WEST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981194219
ReturnHeader/PreparerPersonGrp/PhoneNum02066288990
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD DONKIN CPA
ReturnHeader/ReturnTs02021-10-26T20:48:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HETTINGER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings