Civic Intelligence

Long Beach Heritage Coalition

EIN 95-3769024 • 501(c)3 • Long Beach, CA

Profile

To promote preservation and public knowledge

PO Box 92521Long Beach, CA 90809

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

59th percentile

6.8%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

57th percentile

1.6%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

92%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$429,238

Up $6,941 (+1.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$429,238

Up $6,941 (+1.6%) from 2024

Revenue

Up

$102,275

Up $48,872 (+92%) from 2024

Expenses

Down

$95,334

Down $8,943 (-8.6%) from 2024

Net Income

Up

$6,941

Up $57,815 (+114%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $500,129Liabilities 2011: $2612011Assets 2012: $498,993Liabilities 2012: $2672012Assets 2013: $499,616Liabilities 2013: $3402013Assets 2014: $490,987Liabilities 2014: $4452014Assets 2015: $480,949Liabilities 2015: $7102015Assets 2016: $489,320Liabilities 2016: $02016Assets 2017: $474,967Liabilities 2017: $02017Assets 2018: $580,393Liabilities 2018: $0Net Assets 2018: $580,3932018Assets 2019: $455,801Liabilities 2019: $497Net Assets 2019: $455,3042019Assets 2020: $414,607Liabilities 2020: $8,743Net Assets 2020: $405,8642020Assets 2021: $409,232Liabilities 2021: $0Net Assets 2021: $409,2322021Assets 2022: $403,120Net Assets 2022: $403,1202022Assets 2023: $436,712Net Assets 2023: $436,7122023Assets 2024: $422,297Net Assets 2024: $422,2972024Assets 2025: $429,238Net Assets 2025: $429,2382025

Highlighted filing

2025

Assets$429,238
Liabilities-
Net Assets$429,238

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $73,116Expenses 2011: $96,017Net Income 2011: -$22,9012011Revenue 2012: $82,412Expenses 2012: $88,908Net Income 2012: -$6,4962012Revenue 2013: $102,486Expenses 2013: $101,936Net Income 2013: $5502013Revenue 2014: $94,353Expenses 2014: $103,087Net Income 2014: -$8,7342014Revenue 2015: $92,033Expenses 2015: $105,161Net Income 2015: -$13,1282015Revenue 2016: $107,456Expenses 2016: $98,375Net Income 2016: $9,0812016Revenue 2017: $85,545Expenses 2017: $99,898Net Income 2017: -$14,3532017Revenue 2018: $237,267Expenses 2018: $131,841Net Income 2018: $105,4262018Revenue 2019: $118,230Expenses 2019: $243,319Net Income 2019: -$125,0892019Revenue 2020: $54,627Expenses 2020: $104,067Net Income 2020: -$49,4402020Revenue 2021: $72,291Expenses 2021: $68,923Net Income 2021: $3,3682021Revenue 2022: $53,815Expenses 2022: $59,927Net Income 2022: -$6,1122022Revenue 2023: $107,702Expenses 2023: $74,110Net Income 2023: $33,5922023Revenue 2024: $53,403Expenses 2024: $104,277Net Income 2024: -$50,8742024Revenue 2025: $102,275Expenses 2025: $95,334Net Income 2025: $6,9412025

Highlighted filing

2025

Revenue$102,275
Expenses$95,334
Net Income$6,941

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.29$4.29$1.02$0.95$0.07
2024Detailed filing. Detailed filing data is available for this year.$4.22$4.22$0.53$1.04$0.51
2023Detailed filing. Detailed filing data is available for this year.$4.37$4.37$1.08$0.74$0.34
2022Detailed filing. Detailed filing data is available for this year.$4.03$4.03$0.54$0.60$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.72$0.69$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.15$0.09$4.06$0.55$1.04$0.49
2019Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.55$1.18$2.43$1.25
2018Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$2.37$1.32$1.05
2017Summary only. Only limited summary data is available for this year.$4.75$0.00$0.86$1.00$0.14
2016Summary only. Only limited summary data is available for this year.$4.89$0.00$1.07$0.98$0.09
2015Summary only. Only limited summary data is available for this year.$4.81$0.01$0.92$1.05$0.13
2014Summary only. Only limited summary data is available for this year.$4.91$0.00$0.94$1.03$0.09
2013Summary only. Only limited summary data is available for this year.$5.00$0.00$1.02$1.02$0.01
2012Summary only. Only limited summary data is available for this year.$4.99$0.00$0.82$0.89$0.06
2011Summary only. Only limited summary data is available for this year.$5.00$0.00$0.73$0.96$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$123,608
Mission and Program Overview

Mission

To promote preservation and public knowledge

Program Services

DescriptionGrantsExpenses
THE PROMOTION OF PUBLIC AWARENESS OF HISTORICAL ARCHITETURAL ACIEVEMENTS THRGH HISTORIC HOME TOURS, WALKING TOURS OF HISTORIC DISTRICTS, RESTORATION PROJECTS, INFORMATIONAL SEMINARS AND NEWSLETTERS AND THROUGH ENCOURAGING INVOLVEMENT.$14,200-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER HOGANPresidentPT$0--
JOHN THOMASPresident Emeri-$0--
BETTE MCKINNEYTreasurerPT$0--
LOUISE IVERSVP Of Advocacy-$0--
LISA HARRISSecretary-$0--
JACQUELINE PADILLA-PEREZVP- Neighborhoo-$0--
SHIELA GIBBONSVP- Bembridge-$0--
JOE MELLOVP- Education-$0--
JACQUELINE CASEVP - Membership-$0--
CHERYL PERRYMember At Large-$0--
RICK HOBBS SEELEYMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Long Beach Heritage Coalition
EIN
95-3769024
Phone
5627150804
Address
PO BOX 92521, LONG BEACH, CA 90809

Signing Officer

Name
Cheryl Perry
Title
Member at Large
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Lenning Tax and Accounting Services Inc
Address
13924 Seal Beach Blvd Ste C, Seal Beach, CA 90740
Preparer
Stephanie A Briceno EA
Phone
5625949729
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $13348

Other Expenses.1002

Office Expenses $558

Other Expenses.1012

Insurance $4905

Other Expenses.1

Professional fees $18094

Other Expenses.2

Avairy Grant $14200

Other Expenses.3

WEBSITE $2472

Other Expenses.4

Newsletter $1931

Other Expenses.6

Telephone $947

Other Expenses.7

BANK CHARGES $944

Other Expenses.8

Special Tours/Entertainment $589

Other Expenses.9

Donation $437

Other Expenses.10

DUES $425

Other Expenses.11

Volunteer Appreciation $241

Other Expenses.12

Board Expenes/meetings $133

Other Expenses.13

Docent Expense $92

Other Expenses.14

FEES AND PERMITS $50

Other Assets.1

Other Assets - Beginning $0 Other Assets - Ending $4020

Raw XML Appendix254 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER AT LARGE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONG BEACH HERITAGE COALITION
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0953769024
ReturnHeader/Filer/PhoneNum05627150804
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 92521
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090809
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0924000449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lenning Tax and Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013924 Seal Beach Blvd Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seal Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090740
ReturnHeader/PreparerPersonGrp/PhoneNum05625949729
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie A Briceno EA
ReturnHeader/ReturnTs02025-11-05T13:52:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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