Civic Intelligence

The Junior League of Long Beach

EIN 95-6063035 • 501(c)3 • Long Beach, CA

Profile

The purpose of the junior league of long beach is to recruit and train volunteers to engage in charitable services and activities in the community.

3515 Linden 49Long Beach, CA 90807

jllb.com/LONGBEACH/INDEX.JSP

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

43rd percentile

0.05x

Higher debt load relative to revenue than 43% of similar nonprofits.

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

Net Margin

34th percentile

-2.0%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

65th percentile

9.4%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

86th percentile

61%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,058,104

Up $90,842 (+9.4%) from 2022

Liabilities

Down

$6,668

Down $24,966 (-79%) from 2022

Net Assets

Up

$1,051,436

Up $115,808 (+12%) from 2022

Operations
Liabilities / Revenue43rd percentileNet Margin34th percentile

Revenue

Up

$143,702

Up $54,503 (+61%) from 2022

Expenses

Up

$146,608

Up $52,817 (+56%) from 2022

Net Income

Up

-$2,906

Up $1,686 (+37%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $742,415Liabilities 2011: $39,437Net Assets 2011: $702,9782011Assets 2012: $743,731Liabilities 2012: $9,727Net Assets 2012: $734,0042012Assets 2013: $774,953Liabilities 2013: $42,854Net Assets 2013: $732,0092013Assets 2014: $752,295Liabilities 2014: $7,339Net Assets 2014: $744,9562014Assets 2015: $798,918Liabilities 2015: $46,636Net Assets 2015: $752,2822015Assets 2016: $786,849Liabilities 2016: $14,878Net Assets 2016: $771,9712016Assets 2017: $877,338Liabilities 2017: $21,640Net Assets 2017: $855,6982017Assets 2018: $957,065Liabilities 2018: $24,712Net Assets 2018: $932,3532018Assets 2019: $1,014,859Liabilities 2019: $30,982Net Assets 2019: $983,8772019Assets 2020: $909,196Liabilities 2020: $27,653Net Assets 2020: $881,5432020Assets 2021: $970,570Liabilities 2021: $30,350Net Assets 2021: $940,2202021Assets 2022: $967,262Liabilities 2022: $31,634Net Assets 2022: $935,6282022Assets 2023: $1,058,104Liabilities 2023: $6,668Net Assets 2023: $1,051,4362023

Highlighted filing

2023

Assets$1,058,104
Liabilities$6,668
Net Assets$1,051,436
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $120,054Expenses 2011: $146,789Net Income 2011: -$26,7352011Revenue 2012: $223,570Expenses 2012: $187,407Net Income 2012: $36,1632012Revenue 2013: $124,780Expenses 2013: $123,955Net Income 2013: $8252013Revenue 2014: $210,546Expenses 2014: $153,587Net Income 2014: $56,9592014Revenue 2015: $155,185Expenses 2015: $156,807Net Income 2015: -$1,6222015Revenue 2016: $166,107Expenses 2016: $147,100Net Income 2016: $19,0072016Revenue 2017: $189,622Expenses 2017: $155,068Net Income 2017: $34,5542017Revenue 2018: $215,074Expenses 2018: $160,757Net Income 2018: $54,3172018Revenue 2019: $147,415Expenses 2019: $95,891Net Income 2019: $51,5242019Revenue 2020: $136,657Expenses 2020: $157,467Net Income 2020: -$20,8102020Revenue 2021: $105,685Expenses 2021: $107,008Net Income 2021: -$1,3232021Revenue 2022: $89,199Expenses 2022: $93,791Net Income 2022: -$4,5922022Revenue 2023: $143,702Expenses 2023: $146,608Net Income 2023: -$2,9062023

Highlighted filing

2023

Revenue$143,702
Expenses$146,608
Net Income-$2,906
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,058,104
Liabilities
$6,668
Net assets
$1,051,436
Revenue
$143,702
Expenses
$146,608
Net income
-$2,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.01$1.05$0.14$0.15$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.03$0.94$0.09$0.09$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.03$0.94$0.11$0.11$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.03$0.88$0.14$0.16$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.03$0.98$0.15$0.10$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.02$0.93$0.22$0.16$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.02$0.86$0.19$0.16$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.01$0.77$0.17$0.15$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.05$0.75$0.16$0.16$0.00
2014Summary only. Only limited summary data is available for this year.$0.75$0.01$0.74$0.21$0.15$0.06
2013Summary only. Only limited summary data is available for this year.$0.77$0.04$0.73$0.12$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$0.74$0.01$0.73$0.22$0.19$0.04
2011Summary only. Only limited summary data is available for this year.$0.74$0.04$0.70$0.12$0.15$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$145,729
Mission and Program Overview

Mission

The purpose of the junior league of long beach is to recruit and train volunteers to engage in charitable services and activities in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$359,489$129,028▼ $230,461
Cash and Non-Interest-Bearing Accounts$26,093$36,041▲ $9,948
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$967,262$1,058,104▲ $90,842
Other Assets Total$581,680$893,035▲ $311,355
Liabilities
Deferred Revenue$31,584$6,668▼ $24,916
Accounts Payable and Accrued Expenses$50--
Total Liabilities$31,634$6,668▼ $24,966
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$935,628$1,051,436▲ $115,808
Total Net Assets Fund Balance$935,628$1,051,436▲ $115,808
Total Liabilities and Net Assets / Fund Balance$967,262$1,058,104▲ $90,842

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$27,733$27,733
Other Land Buildings-$11,561$11,561
Leasehold Improvements-$8,310$8,310
Other Assets Org$893,035--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$946,926-▼ $43,831-$893,034
2021$933,689-▲ $24,388-$946,926
2020$821,545-▲ $124,255-$933,689
2019$811,102-▲ $12,733-$821,545
2018$581,391$169,711▲ $60,000-$811,102
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Francine OdeePresident
Kaley MilanPresident Elect
Arantxa ChavarriaBoard Assistant
Christina PearceCommunity VP
Bridget MccannFund Dev. VP
Jessica MartoneMembership VP
Kami RileyNominating
Allison AndersonSecretary
Shelly HorvathSustaining Adv.
Jessica Harbison WeaverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,502
Program Service Revenue
$66,286
Investment Income
$24,914
Other Revenue
$0
All Other Contributions
$36,544
Change in Net Assets
$-2,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$146,608
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
Travel$20,557$1,785-$22,342
Office Expenses$19,374$2,636-$22,010
All Other Expenses$1,764$9,382-$11,146
Other Expenses$643$10,053-$10,696
Occupancy$7,916$1,979-$9,895
Fees for Services Accounting-$5,985-$5,985
Total Functional Expenses$102,196$44,412$0$146,608
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,027
Fundraising Gross Income$2,027
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lunafest$17,530$2,027$2,027$0
Total Events$17,530$2,027$2,027-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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, Part VI, Section B, Line 11B

“Reviewed by the treasurer and/or finance committee who make a recommendation to the board for filing and availability”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
The Junior League of Long Beach
EIN
95-6063035
Phone
5629896400
Address
3515 LINDEN 49, LONG BEACH, CA 90807

Signing Officer

Name
Francine Odee
Title
President
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
100

Preparer

Firm
Guzman & Gray Certified Public Accountants
Address
4510 E Pacific Coast Highway Suite, Long Beach, CA 90804
Preparer
Patrick S Guzman CPA
Phone
5624980997
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment and quasi endowment - board designated fundthe endowment fund was initially established in 1999 and the quasi endowment fund was established in 2019. Both funds are used to secure the long-term economic well being of the organization, achieve its mission objectives including housing and community support, and provide reasonable assurances of financial stability of donors. The organization transferred ownership of the endowment fund to the long beach community foundation to manage.”

Raw XML AppendixShowing 400 of 506 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD ASSISTANT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBERSHIP VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt7FUND DEV. VP
IRS990/Form990PartVIISectionAGrp/TitleTxt8NOMINATING
IRS990/Form990PartVIISectionAGrp/TitleTxt9SUSTAINING ADV.
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