Civic Intelligence

Long Beach Rotary Scholarship Foundation Inc.

990 • Fiscal year 2017 • EIN 95-6070198

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 15, 2018

Organization ProfileWWW.LBRSF.ORG
400 Oceangate No 470Long Beach, CA 90802

(562) 999-4718

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.05x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

9th percentile

-31%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

22nd percentile

$32,248

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-67%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$9,044,281

Up $513,967 (+6.0%) from 2016

Net Assets

Up

$9,027,849

Up $511,215 (+6.0%) from 2016

Liabilities

Up

$16,432

Up $2,752 (+20%) from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin9th percentile

Revenue

Down

$349,475

Down $700,771 (-67%) from 2016

Expenses

Up

$458,406

Up $10,328 (+2.3%) from 2016

Net Income

Down

-$108,931

Down $711,099 (-118%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2017

Assets$9,044,281
Liabilities$16,432
Net Assets$9,027,849
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

2017

Revenue$349,475
Expenses$458,406
Net Income-$108,931
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 15, 2018
Return Version
2016v3.0
Gross Receipts
$1,537,349
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$7,069,655$8,273,153▲ $1,203,498
Land, Buildings, and Equipment, Net$478,645$457,945▼ $20,700
Savings and Temporary Cash Investments$952,893$287,839▼ $665,054
Accounts Receivable$12,960$14,760▲ $1,800
Cash and Non-Interest-Bearing Accounts$16,161$10,584▼ $5,577
Total Assets$8,530,314$9,044,281▲ $513,967
Liabilities
Other Liabilities$13,680$13,680→ $0
Accounts Payable and Accrued Expenses-$2,752-
Total Liabilities$13,680$16,432▲ $2,752
Net Assets / Fund Balance
Unrestricted Net Assets$8,310,224$8,806,491▲ $496,267
Temporarily Rstr Net Assets$206,410$221,358▲ $14,948
Total Net Assets Fund Balance$8,516,634$9,027,849▲ $511,215
Total Liabilities and Net Assets / Fund Balance$8,530,314$9,044,281▲ $513,967

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,563$2,563
Buildings$201,145$520,434-
Land$251,550--
Leasehold Improvements$5,250$124,649-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$206,410-▲ $25,948-$221,358
2015$217,462-▼ $3,552-$206,410
2014$109,815$110,000▲ $1,647-$217,462
2013$98,996-▲ $14,319-$109,815
2012-$100,000▼ $940-$98,996
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Silvia L TotahExecutive DirectorPT$32,248$32,248

Board Members and Trustees

NameTitle
Jane NethertonChair
Craig DoughertyPast Chair
Frank NewellPast Chair
Craig CrossVice-chair
Bob SteuberBoard Member
Cam KillingsworthBoard Member
Don CochranBoard Member
Gerald LaneBoard Member
Jean SmithBoard Member
Jeff WimbishBoard Member
Jim Mills-winklerBoard Member
Larry JacksonBoard Member
Marcelle EpleyBoard Member
Mark SchneiderBoard Member
Robert LuskinBoard Member
Mark CurtisCFO
Gail SchwandnerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$43,780
Program Service Revenue
$0
Investment Income
$192,647
Other Revenue
$113,048
All Other Contributions
$43,780
Change in Net Assets
$-108,931

Audited Revenue Reconciliation

Revenue per Audited Statements
$308,047
Revenue Not Reported on Financial Statements
$41,428
Revenue Not Reported on Form 990
$620,146
Other Revenue Adjustments
$41,428
Total Revenue per Audited Statements
$928,193
Total Revenue per Form 990
$349,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$347,171
Other Expenses$76,012
Salaries, Compensation, and Employee Benefits$35,223
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$347,171--$347,171
Fees for Service Investment Mgmnt Fees-$41,428-$41,428
Current Officers, Directors, Trustees, and Key Employees-$35,223-$35,223
Fees for Services Accounting-$21,766-$21,766
Information Technology-$5,636-$5,636
Occupancy-$1,125-$1,125
Conferences and Meetings-$580-$580
Office Expenses-$476-$476
Other Expenses-$179-$179
Depreciation Depletion-$108-$108
Total Functional Expenses$347,171$111,235$0$458,406

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$458,406
Expenses per Audited Statements$416,978
Total Expenses per Audited Statements$416,978
Expenses Not Reported on Financial Statements$41,428
Other Expense Adjustments$41,428
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$157,320
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 11B

“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 executive director is compensated at an hourly rate that is set and voted on by the full board of directors. 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 400 oceangate, suite 470 long beach, ca 90802”

Filing and Contact Details

Filer

Filer Name
Long Beach Rotary Scholarship
EIN
95-6070198
Phone
5629994718
Address
400 OCEANGATE NO 470, LONG BEACH, CA 90802

Signing Officer

Name
Mark Curtis
Title
CFO
Phone
5629994718
Signed
2018-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Letty Totah
Formed
1963
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
16
Employees
0
Volunteers
17

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
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. Recipients are to be students who have overcome challenges and who are a source of inspiration through their 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. The foundation received temporarily restricted contributions during the year ended june 30, 2015 for the temple family scholarship fund to benefit outstanding upper-division students currently attending california state university, long beach (csulb) and majoring in aerospace engineering or a related field.”

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 41,428.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses 41,428.”

Raw XML AppendixShowing 400 of 585 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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST CHAIR
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/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
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IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-37276
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0347171
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0347171
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0347171
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01106326
IRS990/GrossReceiptsAmt01537349
IRS990/GrossRentsGrp/RealAmt0157320
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05636
IRS990/InformationTechnologyGrp/TotalAmt05636
IRS990/InvestmentIncomeGrp/ExclusionAmt0229923
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0229923
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IRS990/IRPDocumentCnt01
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0457945
IRS990/LandBldgEquipCostOrOtherBssAmt01105591
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01143602
IRS990/LessRentalExpensesGrp/RealAmt044272
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/NetAssetsOrFundBalancesBOYAmt08516634
IRS990/NetAssetsOrFundBalancesEOYAmt09027849
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-37276
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-37276
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0113048
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0113048
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0620146
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01125
IRS990/OccupancyGrp/TotalAmt01125
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0476
IRS990/OfficeExpensesGrp/TotalAmt0476
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc2LICENSE AND FILING FEES
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02543
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11952
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2219
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3179
IRS990/OtherExpensesGrp/TotalAmt02543
IRS990/OtherExpensesGrp/TotalAmt11952
IRS990/OtherExpensesGrp/TotalAmt2219
IRS990/OtherExpensesGrp/TotalAmt3179
IRS990/OtherLiabilitiesGrp/BOYAmt013680
IRS990/OtherLiabilitiesGrp/EOYAmt013680
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LETTY TOTAH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0122500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0358443
IRS990/PYInvestmentIncomeAmt0820142
IRS990/PYOtherExpensesAmt060151
IRS990/PYOtherRevenueAmt0107604
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0602168
IRS990/PYSalariesCompEmpBnftPaidAmt029484
IRS990/PYTotalExpensesAmt0448078
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01050246
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-108931
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0113048
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0952893
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0287839
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE LONG BEACH ROTARY SCHOLARSHIP FOUNDATION PROVIDES FUNDS FOR SCHOLARSHIPS AND GRANTS-IN-AID TO STUDENTS ENROLLED IN A COURSE OF EDUCATION AT CALIFORNIA STATE UNIVERSITY, LONG BEACH AND LONG BEACH CITY COLLEGE. THESE GRANTS-IN-AID QUALIFY AS PAYMENTS THAT DIRECTLY FURTHER THE EXEMPT PURPOSE OF BOTH CSULB AND LBCC UNDER REGULATIONS SECTION 1.509(A)-4(I)(4)(II)(D). THE FOUNDATION IS ABLE TO MONITOR THE USE OF STUDENTS' GRANTS IN TWO WAYS. 1. AT BOTH CAL STATE LONG BEACH AND LONG BEACH CITY COLLEGE, STUDENTS ARE NOT GIVEN THEIR GRANT DISBURSEMENT UNTIL AFTER THE SCHOOL'S CENSUS DATE (I.E. DROP DATE). THIS ENSURES THAT GRANTEES ARE FULFILLING THEIR OBLIGATIONS THAT NEED TO BE SATISFIED IN ORDER TO RECEIVE THE SCHOLARSHIPS. 2. AT CAL STATE LONG BEACH, THE GRANT IS DEPOSITED DIRECTLY INTO THE STUDENT'S SCHOOL ACCOUNT ENSURING THE MONEY IS USED FOR ITS INTENDED PURPOSE. AT LONG BEACH CITY COLLEGE, ONCE STUDENTS MEET THEIR ELIGIBILITY REQUIREMENTS, THEIR DISBURSEMENTS ARE CREDITED TO THEIR STUDENT DEBIT CARD TO BE USED FOR SCHOOL-RELATED EXPENSES ON CAMPUS (I.E. TUITION, FEES, BOOKS AND MATERIALS). ELIGIBILITY REQUIREMENTS FOR STUDENTS AT BOTH SCHOOLS ARE TO MAINTAIN FULL TIME STATUS WITH A MINIMUM 12 UNITS PER SEMESTER AND A MINIMUM GPA OF 2.0+. THESE GRANTS WOULD NOT BE PROVIDED TO THESE STUDENTS BUT FOR LONG BEACH ROTARY SCHOLARSHIP FOUNDATION. THE DIRECTORS OF CSULB AND LBCC MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE FOUNDATION. THIS RELATIONSHIP IS MAINTAINED THROUGH THE SCHOLARSHIP OFFICE AT BOTH INSTITUTIONS. THE RESPECTIVE OFFICES ARE OVERSEEN BY VALERIE KELSEY AT CSULB AND SHYRA COMPTON AT LBCC. BECAUSE OF THIS RELATIONSHIP, THESE DIRECTORS HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S TIMING OF GRANTS, SELECTION OF GRANT RECIPIENTS, AND MANNER OF MAKING GRANTS. ALL OF THE FOUNDATION'S ACTIVITIES DURING THE TAX YEAR DIRECTLY FURTHERED THE EXEMPT PURPOSES OF CSULB AND LBCC AS MORE THAN 80% OF THE FOUNDATION'S EXPENSES WERE GRANT EXPENSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE MISSION OF THE LONG BEACH ROTARY SCHOLARSHIP FOUNDATION (LBRSF) IS TO PROVIDE THE RESOURCES TO DESERVING STUDENTS WITH AVERAGE AND ABOVE-AVERAGE GRADES SO THAT THEY MAY ATTEND LONG BEACH CITY COLLEGE (LBCC) OR CALIFORNIA STATE UNIVERSITY, LONG BEACH (CSULB). LBCC AND CSULB BOTH ALREADY PROVIDE SCHOLARSHIPS TO STUDENTS AND WOULD CONTINUE TO PROVIDE SCHOLARSHIPS IN THE ABSENCE OF THE LBRSF'S ASSISTANCE. IT IS LBRSF'S GOAL TO ASSIST THOSE STUDENTS WHO MIGHT OTHERWISE NOT QUALIFY FOR A SCHOLARSHIP AND HAVE A DESIRE TO LEARN AND BECOME RESPONSIBLE AND PRODUCTIVE CITIZENS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956106694
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1953297459
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd16
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0241500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1105671
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CSULB
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1LONG BEACH CITY COLLEGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0347171
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/BookValueAmt0201145
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0520434
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0721579
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0206410
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0221358
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt011000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt025948
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0217462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0206410
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt07500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3552
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0109815
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0110000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0217462
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt098996
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0109815
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014319
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt064
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt098996
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-940

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,044,281
Liabilities
$16,432
Net assets
$9,027,849
Revenue
$349,475
Expenses
$458,406
Net income
-$108,931
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