Civic Intelligence

Long Beach Rotary Scholarship Foundation Inc.

990 • Fiscal year 2014 • EIN 95-6070198

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 22, 2015

Organization ProfileWWW.ROTARYLONGBEACH.ORG
1119 Queens Highway No 10390802-6390

(562) 436-8181

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.13x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$9,763

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

72nd percentile

10%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$8,670,819

Up $823,765 (+10%) from 2013

Net Assets

Up

$8,602,439

Up $794,365 (+10%) from 2013

Liabilities

Up

$68,380

Up $29,400 (+75%) from 2013

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin84th percentile

Revenue

$516,358

No earlier filing loaded for comparison.

Expenses

Up

$364,567

Up $18,339 (+5.3%) from 2013

Net Income

$151,791

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$15M$10M$5.0M$0Assets 2010: $5,228,955Liabilities 2010: $13,680Net Assets 2010: $5,215,2752010Assets 2011: $7,320,084Liabilities 2011: $13,680Net Assets 2011: $7,306,4042011Assets 2012: $7,278,106Liabilities 2012: $13,680Net Assets 2012: $7,264,4262012Assets 2013: $7,847,054Liabilities 2013: $38,980Net Assets 2013: $7,808,0742013Assets 2014: $8,670,819Liabilities 2014: $68,380Net Assets 2014: $8,602,4392014Assets 2015: $8,531,108Liabilities 2015: $13,680Net Assets 2015: $8,517,4282015Assets 2016: $8,530,314Liabilities 2016: $13,680Net Assets 2016: $8,516,6342016Assets 2017: $9,044,281Liabilities 2017: $16,432Net Assets 2017: $9,027,8492017Assets 2018: $9,456,525Liabilities 2018: $25,587Net Assets 2018: $9,430,9382018Assets 2019: $9,904,874Liabilities 2019: $13,822Net Assets 2019: $9,891,0522019Assets 2020: $10,157,138Liabilities 2020: $14,463Net Assets 2020: $10,142,6752020Assets 2021: $12,880,762Liabilities 2021: $13,680Net Assets 2021: $12,867,0822021Assets 2022: $11,370,327Liabilities 2022: $14,190Net Assets 2022: $11,356,1372022Assets 2023: $12,082,062Liabilities 2023: $20,944Net Assets 2023: $12,061,1182023Assets 2024: $13,352,066Liabilities 2024: $17,980Net Assets 2024: $13,334,0862024

Highlighted filing

2014

Assets$8,670,819
Liabilities$68,380
Net Assets$8,602,439
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $225,3792010Expenses 2011: $280,1172011Expenses 2012: $347,0032012Expenses 2013: $346,2282013Revenue 2014: $516,358Expenses 2014: $364,567Net Income 2014: $151,7912014Revenue 2015: $712,365Expenses 2015: $430,110Net Income 2015: $282,2552015Revenue 2016: $1,050,246Expenses 2016: $448,078Net Income 2016: $602,1682016Revenue 2017: $349,475Expenses 2017: $458,406Net Income 2017: -$108,9312017Revenue 2018: $514,968Expenses 2018: $491,486Net Income 2018: $23,4822018Revenue 2019: $633,023Expenses 2019: $451,237Net Income 2019: $181,7862019Revenue 2020: $767,509Expenses 2020: $467,630Net Income 2020: $299,8792020Revenue 2021: $755,009Expenses 2021: $528,266Net Income 2021: $226,7432021Revenue 2022: $663,271Expenses 2022: $540,850Net Income 2022: $122,4212022Revenue 2023: $691,317Expenses 2023: $597,270Net Income 2023: $94,0472023Revenue 2024: $1,110,609Expenses 2024: $652,860Net Income 2024: $457,7492024

Highlighted filing

2014

Revenue$516,358
Expenses$364,567
Net Income$151,791
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 22, 2015
Return Version
2013v4.0
Gross Receipts
$2,271,651
Mission and Program Overview

Mission

To provide financial assistance for achieving students who meet eligibility requirements and attend long beach city college or california state university long beach.

Provide scholarship awards to college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,584,548$7,440,384▲ $855,836
Savings and Temporary Cash Investments$649,035$627,721▼ $21,314
Land, Buildings, and Equipment, Net$552,181$525,808▼ $26,373
Cash and Non-Interest-Bearing Accounts$49,410$52,786▲ $3,376
Accounts Receivable$11,880$24,120▲ $12,240
Total Assets$7,847,054$8,670,819▲ $823,765
Liabilities
Accounts Payable and Accrued Expenses$25,300$54,700▲ $29,400
Other Liabilities$13,680$13,680→ $0
Total Liabilities$38,980$68,380▲ $29,400
Net Assets / Fund Balance
Unrestricted Net Assets$7,709,078$8,492,624▲ $783,546
Temporarily Rstr Net Assets$98,996$109,815▲ $10,819
Total Net Assets Fund Balance$7,808,074$8,602,439▲ $794,365
Total Liabilities and Net Assets / Fund Balance$7,847,054$8,670,819▲ $823,765

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$816$1,680$2,496
Buildings$273,442$583,325-
Land$251,550--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$98,996-▲ $14,319-$109,815
2012-$100,000▼ $940-$98,996
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleBaseTotal
Colleen BragaloneExec. Director (until 10/31/13)$9,763$9,763
Silvia L TotahExecutive Director$5,303$5,303

Board Members and Trustees

NameTitle
Craig DoughertyChair
Frank NewellPast Chair
Cam KillingsworthVice-chair
Bob LuskinBoard Member
Bob SteuberBoard Member
Craig CrossBoard Member
Don CochranBoard Member
Jane NethertonBoard Member
Jean SmithBoard Member
Jerry LaneBoard Member
Mark CurtisBoard Member
Steve ShawBoard Member
Tom ClarkBoard Member
James WorshamCFO
Mark SchneiderSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$24,251
Program Service Revenue
$0
Investment Income
$389,800
Other Revenue
$102,307
All Other Contributions
$24,251
Change in Net Assets
$151,791

Audited Revenue Reconciliation

Revenue per Audited Statements
$471,972
Revenue Not Reported on Financial Statements
$44,386
Revenue Not Reported on Form 990
$642,574
Other Revenue Adjustments
$44,386
Total Revenue per Audited Statements
$1,114,546
Total Revenue per Form 990
$516,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$284,500
Other Expenses$62,091
Salaries, Compensation, and Employee Benefits$17,976
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$284,500--$284,500
Fees for Service Investment Mgmnt Fees-$44,386-$44,386
Current Officers, Directors, Trustees, and Key Employees-$17,976-$17,976
Fees for Services Accounting-$13,685-$13,685
Conferences and Meetings-$1,290-$1,290
Office Expenses-$1,219-$1,219
Depreciation Depletion-$697-$697
Other Expenses-$75-$75
Total Functional Expenses$284,500$80,067$0$364,567

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$364,567
Expenses per Audited Statements$320,181
Total Expenses per Audited Statements$320,181
Expenses Not Reported on Financial Statements$44,386
Other Expense Adjustments$44,386
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Craig Dougherty Is the Owner of Doughtery Company, Inc.ON MARCH 11, 1992, THE BOARD OF DIRECTORS ACCEPTED A DONATION OF AN UNDIVIDED ONE-HALF INTEREST IN IMPROVED INDUSTRIAL PROPERTY LOCATED IN IRVINE, CALIFORNIA FROM THE ALBERT REINGARDT FOUNDATION. THE REMAINING ONE-HALF INTEREST IS OWNED BY THE DOUGHERTY COMPANY, INC., OF WHICH A MEMBER OF THE SCHOLARSHIP FOUNDATION BOARD OF TRUSTEES IS AFFILIATED. THE PROPERTY WAS RECORDED AT ITS FAIR MARKET VALUE AS OF THE DATE OF THE DONATION. UNDER THE DONATION AGREEMENT, THE FOUNDATION'S PORTION OF THE EXPENSES OF THE PROPERTY ARE PAID BY THE CO-OWNER OF THE PROPERTY AND WILL BE OFFSET AGAINST THE FOUNDATION'S FUTURE INCOME ON THE PROPERTY. RENTAL INCOME IN EXCESS OF PROPERTY EXPENSES IS THEN FORWARDED TO THE FOUNDATION.No$142,920
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rent Deposits$13,680
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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 11

“The foundation receives a copy of the organization's form 990, as prepared by windes, inc., which is reviewed by the executive board prior to filing the document with the irs. After the executive board has reviewed the form and any changes or updates are made, the final copy of the 990 is electronically circulated to all board members prior to filing the form with the irs.”

Form 990, Part VI, Section B, Line 12C

“Annually, the executive director of the organization updates the conflict of interest policy and re-distributes it to the board members. Board members then read and sign the policy. Policies are then collected from the board members and held on file at the rotary office. Members with a conflict of interest will not be a member of a committee in which the conflict of interest is relevant. For instance, craig dougherty is 50% owner of the investment property (in which the other 50% is owned by lbrsf). Craig is not a member of the investment committee and does not make any decisions based on the property on behalf of the lbrsf. Form 990,part vi, line 13: the organization does not have any employees and therefore does not have a whistleblower policy.”

Form 990, Part VI, Section B, Line 15A

“The chair of the board determines the salary of the executive director in consultation with the executive committee (chair, vice chair, secretary, treasurer, past chair). All compensation is supported by detailed time sheets outlining work performed by the executive director on behalf of the foundation.”

Form 990, Part VI, Section C, Line 19

“The organization's form 990, form 1023, governing documents, conflict of interest policy and financial statements are available upon request. They are located at: long beach rotary scholarship foundation 1119 queens highway, suite 103 long beach, ca 90802”

Filing and Contact Details

Filer

EIN
95-6070198
Phone
5624368181

Signing Officer

Name
James Worsham
Title
CFO
Phone
5624368181
Signed
2015-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Letty Totah
Formed
1963
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
15

Preparer

Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation received temporarily restricted contributions during the year ended june 30, 2013 for the newell family scholarship fund to benefit outstanding high school students from long beach polytechnic high school (poly) and long beach wilson high school (wilson). Under this scholarship program, funds are to be given each year to incoming freshmen at long beach city college and california state university long beach who have graduated from poly or wilson. These students are to be students who have overcome challenges and who are a source of inspiration through his or her accomplishments and service to the community. At least 5% of the net asset value of the fund is to be used each year to fund these scholarships.”

PART X, LINE 2:

“The foundation recognizes the financial statement benefit of tax positions, such as its filing status of tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The foundation is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal and california purposes is generally three and four years, respectively.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses 44,386.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses 44,386.”

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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/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXEC. DIRECTOR (UNTIL 10/31/13)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0223664
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0284500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0284500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0284500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01938344
IRS990/GrossReceiptsAmt02271651
IRS990/GrossRentsGrp/RealAmt0142920
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0166136
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0166136
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06584548
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07440384
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0585005
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0552181
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0525808
IRS990/LandBldgEquipCostOrOtherBssAmt01110813
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01714680
IRS990/LessRentalExpensesGrp/RealAmt040613
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE FOR ACHIEVING STUDENTS WHO MEET ELIGIBILITY REQUIREMENTS AND ATTEND LONG BEACH CITY COLLEGE OR CALIFORNIA STATE UNIVERSITY LONG BEACH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07808074
IRS990/NetAssetsOrFundBalancesEOYAmt08602439
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0223664
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0223664
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0102307
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0102307
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0642574
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01219
IRS990/OfficeExpensesGrp/TotalAmt01219
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2LICENSE AND FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0585
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1154
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt275
IRS990/OtherExpensesGrp/TotalAmt0585
IRS990/OtherExpensesGrp/TotalAmt1154
IRS990/OtherExpensesGrp/TotalAmt275
IRS990/OtherLiabilitiesGrp/BOYAmt013680
IRS990/OtherLiabilitiesGrp/EOYAmt013680
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LETTY TOTAH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0100820
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0276150
IRS990/PYInvestmentIncomeAmt0424621
IRS990/PYOtherExpensesAmt056116
IRS990/PYOtherRevenueAmt0100918
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0280131
IRS990/PYSalariesCompEmpBnftPaidAmt013962
IRS990/PYTotalExpensesAmt0346228
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0626359
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0151791
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0102307
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0649035
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0627721
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956106694
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1953297459
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc16
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0191250
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt182400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10CSULB
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11LONG BEACH CITY COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0273650
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0273442
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0583325
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0856767
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt098996
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0109815
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt014319
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt064
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt098996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-940
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0816
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01680
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02496
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt044386
IRS990ScheduleD/ExpensesSubtotalAmt0320181
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0251550
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0251550
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0642574
IRS990ScheduleD/OtherExpensesNotIncludedAmt044386
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013680
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENT DEPOSITS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt044386
IRS990ScheduleD/RevenueNotReportedAmt0642574
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt044386
IRS990ScheduleD/RevenueSubtotalAmt0471972
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECEIVED TEMPORARILY RESTRICTED CONTRIBUTIONS DURING THE YEAR ENDED JUNE 30, 2013 FOR THE NEWELL FAMILY SCHOLARSHIP FUND TO BENEFIT OUTSTANDING HIGH SCHOOL STUDENTS FROM LONG BEACH POLYTECHNIC HIGH SCHOOL (POLY) AND LONG BEACH WILSON HIGH SCHOOL (WILSON). UNDER THIS SCHOLARSHIP PROGRAM, FUNDS ARE TO BE GIVEN EACH YEAR TO INCOMING FRESHMEN AT LONG BEACH CITY COLLEGE AND CALIFORNIA STATE UNIVERSITY LONG BEACH WHO HAVE GRADUATED FROM POLY OR WILSON. THESE STUDENTS ARE TO BE STUDENTS WHO HAVE OVERCOME CHALLENGES AND WHO ARE A SOURCE OF INSPIRATION THROUGH HIS OR HER ACCOMPLISHMENTS AND SERVICE TO THE COMMUNITY. AT LEAST 5% OF THE NET ASSET VALUE OF THE FUND IS TO BE USED EACH YEAR TO FUND THESE SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES 44,386.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3INVESTMENT EXPENSES 44,386.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0525808
IRS990ScheduleD/TotalExpensesPerForm990Amt0364567
IRS990ScheduleD/TotalLiabilityAmt013680
IRS990ScheduleD/TotalRevenuePerForm990Amt0516358
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01114546
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0320181
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0191250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt23000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt31500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt482400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt52000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CALIFORNIA STATE UNIVERSITY, LONG BEACH (CSULB) SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SLAUGHTER SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2BIXBY SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3NEWELL - CALIFORNIA STATE UNIVERSITY, LONG BEACH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4LONG BEACH CITY COLLEGE (LBCC) SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5NEWELL - LONG BEACH COMMUNITY COLLEGE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0SCHOLARSHIPS FOR MILLENIUM, TRADITIONAL, AND PRESIDENTIAL SCHOLARS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1SCHOLARSHIPS FOR NURSING AND OTHER HEALTH CARE STUDENTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc2SCHOLARSHIP TO A STUDENT WHO EXEMPLIFIES THE LEADERSHIP AND COMMUNITY SERVICE OF MARK BIXBY.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc3SCHOLARSHIPS

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,670,819
Liabilities
$68,380
Net assets
$8,602,439
Revenue
$516,358
Expenses
$364,567
Net income
$151,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.4$0.02$13.3$1.11$0.65$0.46
2023Detailed filing. Detailed filing data is available for this year.$12.1$0.02$12.1$0.69$0.60$0.09
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.01$11.4$0.66$0.54$0.12
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.01$12.9$0.76$0.53$0.23
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.01$10.1$0.77$0.47$0.30
2019Detailed filing. Detailed filing data is available for this year.$9.90$0.01$9.89$0.63$0.45$0.18
2018Detailed filing. Detailed filing data is available for this year.$9.46$0.03$9.43$0.51$0.49$0.02
2017Detailed filing. Detailed filing data is available for this year.$9.04$0.02$9.03$0.35$0.46$0.11
2016Detailed filing. Detailed filing data is available for this year.$8.53$0.01$8.52$1.05$0.45$0.60
2015Detailed filing. Detailed filing data is available for this year.$8.53$0.01$8.52$0.71$0.43$0.28
2014Detailed filing. Detailed filing data is available for this year.$8.67$0.07$8.60$0.52$0.36$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.85$0.04$7.81$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$0.01$7.26$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.32$0.01$7.31$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.01$5.22$0.23
Peer Organizations

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