Civic Intelligence

The Joseph and Vera Long Foundation

990PF • Fiscal year 2018 • EIN 94-1643626

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 23, 2019

500 Ygnacio Valley Road Suite 330Walnut Creek, CA 94596

(925) 935-4138

Siviq Scores

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

Liabilities / Assets

21st percentile

0.03x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

51st percentile

0.51x

Higher debt load relative to revenue than 51% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

16th percentile

$156,431

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

7th percentile

-9.5%

Faster asset growth than 7% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-26%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Assets

Down

$101,092,225

Down $10,569,391 (-9.5%) from 2017

Net Assets

Down

$98,111,013

Down $8,380,137 (-7.9%) from 2017

Liabilities

Down

$2,981,212

Down $2,189,254 (-42%) from 2017

Revenue

Down

$5,874,908

Down $2,050,930 (-26%) from 2017

Expenses

Down

$3,571,580

Down $2,278,859 (-39%) from 2017

Net Income

Up

$2,303,328

Up $227,929 (+11%) from 2017

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $74,513,844Liabilities 2010: $1,883,945Net Assets 2010: $72,629,8992010Assets 2011: $88,887,620Liabilities 2011: $4,230,7502011Assets 2012: $94,501,427Liabilities 2012: $4,252,620Net Assets 2012: $90,248,8072012Assets 2013: $105,516,359Liabilities 2013: $2,518,140Net Assets 2013: $102,998,2192013Assets 2014: $107,430,074Liabilities 2014: $3,579,542Net Assets 2014: $103,850,5322014Assets 2015: $99,547,520Liabilities 2015: $4,876,944Net Assets 2015: $94,670,5762015Assets 2016: $103,436,114Liabilities 2016: $5,056,228Net Assets 2016: $98,379,8862016Assets 2017: $111,661,616Liabilities 2017: $5,170,466Net Assets 2017: $106,491,1502017Assets 2018: $101,092,225Liabilities 2018: $2,981,212Net Assets 2018: $98,111,0132018Assets 2019: $114,328,227Liabilities 2019: $1,163,038Net Assets 2019: $113,165,1892019Assets 2020: $115,605,581Liabilities 2020: $4,308,170Net Assets 2020: $111,297,4112020Assets 2021: $125,456,608Liabilities 2021: $3,147,389Net Assets 2021: $122,309,2192021Assets 2022: $107,113,229Liabilities 2022: $721,218Net Assets 2022: $106,392,0112022Assets 2023: $115,200,377Liabilities 2023: $5,603,482Net Assets 2023: $109,596,8952023Assets 2024: $122,548,627Liabilities 2024: $3,695,000Net Assets 2024: $118,853,6272024

Highlighted filing

2018

Assets$101,092,225
Liabilities$2,981,212
Net Assets$98,111,013

Operations Trend

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2010: $2,772,9622010Revenue 2011: $4,447,602Expenses 2011: $7,133,200Net Income 2011: -$2,685,5982011Expenses 2012: $4,886,2042012Revenue 2013: $10,019,483Expenses 2013: $3,170,896Net Income 2013: $6,848,5872013Revenue 2014: $7,011,219Expenses 2014: $6,277,394Net Income 2014: $733,8252014Revenue 2015: $4,070,093Expenses 2015: $7,513,786Net Income 2015: -$3,443,6932015Revenue 2016: $4,276,998Expenses 2016: $5,794,498Net Income 2016: -$1,517,5002016Revenue 2017: $7,925,838Expenses 2017: $5,850,439Net Income 2017: $2,075,3992017Revenue 2018: $5,874,908Expenses 2018: $3,571,580Net Income 2018: $2,303,3282018Revenue 2019: $6,403,445Expenses 2019: $4,018,665Net Income 2019: $2,384,7802019Revenue 2020: $6,766,589Expenses 2020: $8,728,598Net Income 2020: -$1,962,0092020Revenue 2021: $5,818,576Expenses 2021: $4,432,462Net Income 2021: $1,386,1142021Revenue 2022: $3,849,529Expenses 2022: $3,591,712Net Income 2022: $257,8172022Revenue 2023: $4,647,016Expenses 2023: $10,824,954Net Income 2023: -$6,177,9382023Revenue 2024: $9,219,381Expenses 2024: $3,859,310Net Income 2024: $5,360,0712024

Highlighted filing

2018

Revenue$5,874,908
Expenses$3,571,580
Net Income$2,303,328
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 23, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILTON E LONGExec. Dir./VP/Treasurer/TrPT$130,000$26,431$156,431
LANI MACKENZIEVP/Trustee-$0--
LISA PIEDISCALZIVP/Trustee-$0--
MICHELLE HOLSTEINVP/Trustee-$0--
NAN L GEFENVP/Secretary/Trustee-$0--
NICHOLAS PIEDISCALZIPresident/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Joseph and Vera Long Foundation
EIN
94-1643626
Phone
9259354138
Address
500 YGNACIO VALLEY ROAD SUITE 330, WALNUT CREEK, CA 94596

Signing Officer

Name
Milton Long
Title
Exec. Director & VP
Phone
9259354138
Signed
2019-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
4200 BOHANNON DRIVE SUITE 250, MENLO PARK, CA 94025-1021
Preparer
Tamara L Mcinerney
Phone
6508556800
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MANAGER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt23838 OAK LAWN AVENUE STE 1414
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXEC. DIR./VP/TREASURER/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VP/SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5PRESIDENT/TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4500 YGNACIO VALLEY ROADSUITE 330
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WALNUT CREEK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094596
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294596
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594596
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05192233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05136123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05063581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04790652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04454762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt054483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0108664496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0107732010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0100763197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0104297646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0106575178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt099389795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05275022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237489
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05220539
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05275022
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt054483
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05275022
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MS BRENDA KAUTEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0500 YGNACIO VALLEY ROAD SUITE 330
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALNUT CREEK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094596
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09259354138
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.JVLF.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0350000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0BRIDALVEIL FALL RESTORATION PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0YOSEMITE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0101 MONTGOMERY ST SUITE 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd094104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt144300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt349000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt575000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt748740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt850000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt950000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1449000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1648000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2330000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2649000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27200000

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$123$3.70$119$9.22$3.86$5.36
2023Detailed filing. Detailed filing data is available for this year.$115$5.60$110$4.65$10.8$6.18
2022Detailed filing. Detailed filing data is available for this year.$107$0.72$106$3.85$3.59$0.26
2021Detailed filing. Detailed filing data is available for this year.$125$3.15$122$5.82$4.43$1.39
2020Detailed filing. Detailed filing data is available for this year.$116$4.31$111$6.77$8.73$1.96
2019Detailed filing. Detailed filing data is available for this year.$114$1.16$113$6.40$4.02$2.38
2018Detailed filing. Detailed filing data is available for this year.$101$2.98$98.1$5.87$3.57$2.30
2017Detailed filing. Detailed filing data is available for this year.$112$5.17$106$7.93$5.85$2.08
2016Detailed filing. Detailed filing data is available for this year.$103$5.06$98.4$4.28$5.79$1.52
2015Detailed filing. Detailed filing data is available for this year.$99.5$4.88$94.7$4.07$7.51$3.44
2014Detailed filing. Detailed filing data is available for this year.$107$3.58$104$7.01$6.28$0.73
2013Detailed filing. Detailed filing data is available for this year.$106$2.52$103$10.0$3.17$6.85
2012Detailed filing. Detailed filing data is available for this year.$94.5$4.25$90.2$4.89
2011Summary only. Only limited summary data is available for this year.$88.9$4.23$4.45$7.13$2.69
2010Detailed filing. Detailed filing data is available for this year.$74.5$1.88$72.6$2.77