Form 990 for tax year 2023
Filed by LONG BEACH PUBLIC LIBRARY FOUNDATION.
What the amendment changed
Compared with the return it replaced , filed 15 November 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $1,259,296 changed to $1,273,849
- Total expenses
- $1,446,275 changed to $1,460,828
- Contributions and grants received
- $874,158 changed to $1,024,548
- Other revenue
- $135,837 changed to $0
- Program services expenses
- $1,088,539 changed to $1,095,470
- Management and general expenses
- $210,928 changed to $215,085
- Fundraising expenses
- $146,808 changed to $150,273
- Program service expenses (Part III)
- $1,088,539 changed to $1,095,470
Totals
- Total revenue
- $1,273,849
- Total expenses
- $1,460,828
- Contributions and grants received
- $1,024,548
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $249,301
- Other revenue
- $0
- Total assets, end of year
- $11,346,348
- Total liabilities, end of year
- $36,246
- Net assets or fund balances, end of year
- $11,310,102
- Program services expenses (Part IX)
- $1,095,470
- Management and general expenses
- $215,085
- Fundraising expenses
- $150,273
- Program service expenses (Part III)
- $1,095,470
Program services were 75.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$335,687
-
1e · Government grants (contributions)
$35,000
-
1f · All other contributions, gifts and grants
$653,861
-
1g · Noncash contributions included above
$24,653
-
3 · Investment income
total $220,117 · excluded $220,117
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $8,266,325
-
7b · Less cost or other basis and sales expenses
securities $8,237,141
-
7c · Gain or loss
securities $29,184
-
7d · Net gain or loss
total $29,184 · excluded $29,184
-
8a · Fundraising events: gross income
$205,161
-
8a · Fundraising events: contributions included on line 1c
$335,687
-
8b · Fundraising events: direct expenses
$205,161
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $144,717 · program services $108,900 · management and general $29,040 · fundraising $6,777
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $321,495 · program services $206,572 · management and general $53,304 · fundraising $61,619
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $38,013 · program services $13,716 · management and general $9,496 · fundraising $14,801
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $46,267 · management and general $46,267
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $42,870 · program services $586 · management and general $17,777 · fundraising $24,507
-
14 · Information technology
total $1,109 · management and general $1,109
-
15 · Royalties
total $0
-
16 · Occupancy
total $15,278 · program services $7,276 · management and general $4,364 · fundraising $3,638
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,437 · management and general $1,437
-
23 · Insurance
total $6,698 · management and general $6,698
-
24a · Other expenses: BOOKS/PROGRAM MATERIALS
total $758,653 · program services $754,308 · fundraising $4,345
-
24b · Other expenses: OUTSIDE SERVICES
total $57,013 · program services $3,813 · management and general $27,339 · fundraising $25,861
-
24c · Other expenses: BOARD EXPENSES
total $11,753 · program services $2 · management and general $11,183 · fundraising $568
-
24d · Other expenses: Printing and Publications
total $9,151 · program services $144 · management and general $4,878 · fundraising $4,129
-
24e · All other expenses
total $6,374 · program services $153 · management and general $2,193 · fundraising $4,028
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $742,709 · end of year $1,237,214
-
2 · Savings and temporary cash investments
beginning of year $682,406 · end of year $112,217
-
3 · Pledges and grants receivable
beginning of year $678,963 · end of year $706,574
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $2,051 · end of year $2,562
-
10a · Land, buildings and equipment: cost or other basis
$35,305
-
10b · Land, buildings and equipment: accumulated depreciation
$32,266
-
10c · Land, buildings and equipment, net
beginning of year $2,817 · end of year $3,039
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $8,735,811 · end of year $9,283,711
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $5,102 · end of year $1,031
-
17 · Accounts payable and accrued expenses
beginning of year $27,901 · end of year $35,235
-
19 · Deferred revenue
beginning of year $1,311
-
25 · Other liabilities
beginning of year $4,967 · end of year $1,011
-
27 · Net assets without donor restrictions
beginning of year $5,018,987 · end of year $5,733,204
-
28 · Net assets with donor restrictions
beginning of year $5,796,693 · end of year $5,576,898
Mission and programs · 2023
Mission
THE LONG BEACH PUBLIC LIBRARY FOUNDATION PROVIDES SUPPORT TO ENHANCE THE LONG BEACH PUBLIC LIBRARY AND ENCOURAGES LITERACY AND EDUCATION FOR ALL MEMBERS OF THE COMMUNITY.
-
Literacy Support At All Levels and Tools For Success: THE FOUNDATIONS FUNDRAISING EFFORTS, GRANTS, AND ENDOWED FUNDS PROVIDE SUPPORT TO ENHANCE THE LONG BEACH PUBLIC LIBRARIES AND ENCOURAGE LITERACY AND EDUCATION FOR ALL MEMBERS OF THE COMMUNITY. THESE ENHANCEMENTS INCLUDE: FAMILY LEARNING CENTER PROGRAM: THE FAMILY LEARNING CENTER PROGRAM IS THE LIBRARY AND FOUNDATIONS FLAGSHIP PARTNERSHIP. LEARNING GUIDES ASSIST STUDENTS WITH HOMEWORK AND SCHOOL PROJECTS IN LANGUAGE ARTS, READING, MATH, SCIENCE, AND TECHNOLOGY. THEY PROVIDE GUIDANCE, OVERSIGHT, AND FREE ACCESS TO COMPUTERS, PRINTERS, AND ACADEMIC RESOURCES RECOMMENDED BY THE SCHOOL DISTRICT THAT SUPPORT CURRICULUM. LEARNING GUIDES ALSO WORK WITH THE STUDENTS PARENTS, WHENEVER AVAILABLE, TO ENGAGE THEM IN THE LEARNING PROCESS. THIS IS ONE OF THE CITYS BEST RESOURCES IN HELPING TO BRIDGE THE COMMUNITYS VAST DIGITAL DIVIDE AND PROVIDES FREE AFTER-SCHOOL HOMEWORK AND ACADEMIC ASSISTANCE TO STUDENTS, MANY OF WHOM COME FROM TITLE I SCHOOLS. THE FAMILY LEARNING CENTER ALSO SERVES AS AN ENTRY POINT TO CONNECT PATRONS WITH ADDITIONAL SERVICES. THE MAKERSPACE STUDIO: THE STUDIO IS A DIGITAL CREATIVITY LAB AT THE BILLIE JEAN KING MAIN LIBRARY AND MICHELLE OBAMA NEIGHBORHOOD LIBRARY WHICH INTEGRATES STEAM AND MAKERSPACE ACTIVITIES TO ENGAGE AND INSPIRE STUDENTS TO LEARN 21ST CENTURY SKILLS. THE STUDIO OFFERS FREE WORKSHOPS AND CLASSES ON CUTTING-EDGE TECHNOLOGIES, SUCH AS 3D PRINTERS, ROBOTICS, VIRTUAL REALITY, A BROAD COLLECTION OF DESIGN SOFTWARE AND ONLINE APPLICATIONS, AND VIDEO AND MUSIC EDITING SOFTWARE DESIGNED TO TEACH SCIENCE AND ENGINEERING SKILLS TO YOUTH. IN ADDITION, A MOBILE STUDIO ENABLES THE LIBRARY TO BRING THESE RESOURCES TO EACH OF ITS BRANCHES, AND TO SCHOOLS, PARKS AND RECREATION CENTERS, AND COMMUNITY ORGANIZATIONS. SUMMER READING PROGRAM: THE SUMMER READING PROGRAM IS DESIGNED TO ENCOURAGE YOUTH AND THEIR FAMILIES TO READ REGULARLY EACH DAY OVER SCHOOL BREAK TO PREVENT SUMMER SLIDE. COMMUNITY OUTREACH EVENTS THROUGH THE LONG BEACH DEPARTMENT OF PARKS AND RECREATION ARE DESIGNED TO ENGAGE CHILDREN WHO ARE NOT ALREADY COMING INTO THE LIBRARY. DICTIONARY DAYS: THROUGH THE DICTIONARY DAYS PROGRAM, THE LIBRARY FOUNDATION PURCHASES AND DISTRIBUTES A DICTIONARY/THESAURUS TO EVERY 3RD GRADER (TYPICALLY BETWEEN 5,000 6,000) IN THE LONG BEACH UNIFIED SCHOOL DISTRICT. SEVERAL CHILDREN HAVE SHARED THAT THESE DICTIONARIES ARE THE FIRST BOOK THEY HAVE EVER OWNED.DIVE INTO READING: DIVE INTO READING IS THE LONG BEACH PUBLIC LIBRARYS 1,000 BOOKS BEFORE KINDERGARTEN PROGRAM. THIS IS A SIMPLE ENDEAVOR TO ENCOURAGE PARENTS TO READ WITH THEIR CHILDREN, WITH THE GOAL OF READING 1,000 BOOKS BEFORE KINDERGARTEN. THE PROGRAM WORKS WITH FAMILIES ONE-ON-ONE TO KEEP READING. THE SINGLE MOST SIGNIFICANT FACTOR INFLUENCING A CHILDS EARLY EDUCATIONAL SUCCESS IS AN INTRODUCTION TO BOOKS AND BEING READ TO AT HOME TO DEVELOP VOCABULARY PRIOR TO BEGINNING SCHOOL.CAREER ONLINE HIGH SCHOOL: THE FOUNDATION PROVIDES SCHOLARSHIPS FOR CAREER ONLINE HIGH SCHOOL WHICH PROVIDES LONG BEACH ADULTS WITH A SECOND CHANCE FOR FREE AT RECEIVING AN ACCREDITED HIGH SCHOOL DIPLOMA AND A CREDENTIALED CAREER CERTIFICATE. THIS PROGRAM HELPS TO PREPARE LONG BEACH CITIZENS TO OBTAIN EMPLOYMENT AND PROVIDE A STABLE HOME FOR THEIR CHILDREN.LB READS: A BRAND-NEW ADULT LITERACY PROGRAM, LB READS, WAS LAUNCHED IN JUNE OF 2019. READING TUTORS PROVIDE YEAR-ROUND, ONE-ON-ONE LITERACY LESSONS THAT AIM TO HELP ENGLISH SPEAKING ADULTS IMPROVE THEIR READING AND WRITING SKILLS SO THEY CAN REACH THEIR POTENTIAL AS WORKERS, PARENTS, COMMUNITY MEMBERS, AND LIFELONG LEARNERS.SENIOR SERVICES: IN ADDITION TO WORKSHOPS DESIGNED TO SUPPORT THE NEEDS OF OLDER ADULTS SUCH AS INTERNET SAFETY, THE HOMEBOUND READER PROGRAM ALLOWS LIBRARY PATRONS WHO ARE UNABLE TO LEAVE THEIR HOMES THE OPPORTUNITY TO HAVE PERSONALLY SELECTED BOOKS AND MATERIALS DELIVERED TO THEIR PLACE OF RESIDENCE. BOOKS, MATERIALS, AND ONLINE RESOURCES: HUNDREDS OF NEW BOOKS ARE PURCHASED EVERY YEAR TO UPDATE THE LONG BEACH PUBLIC LIBRARYS CATALOG. ONLINE RESOURCES SUPPORTED BY THE LIBRARY FOUNDATION INCLUDE BRAINFUSE JOB NOW WHICH OFFERS FREE JOB SKILLS AND RSUM ASSISTANCE, BRAINFUSE HELP NOW WHICH OFFERS LIVE ONLINE HOMEWORK HELP, AND BRAINFUSE VET NOW WHICH HELPS VETERANS NAVIGATE BENEFITS.ADVOCACY ACTIVITIES: THE LIBRARY IS A CITY DEPARTMENT AND PRIMARILY FUNDED BY THE CITYS GENERAL FUND WHICH MEANS BUILDING RELATIONSHIPS WITH KEY CITY LEADERS, NAMELY THE MAYOR AND CITY COUNCIL MEMBERS, AND MAKING PUBLIC COMMENT AT CITY COUNCIL MEETINGS, PARTICULARLY AROUND BUDGET SEASON DURING WHICH THE COUNCIL VOTES ON THE LIBRARY BUDGET, HELPS TO ENSURE THE LIBRARY IS WELL-FUNDED BY THE CITY AND OPEN AND AVAILABLE TO ALL MEMBERS OF THE COMMUNITY.CAPITAL CAMPAIGNS: THE FOUNDATIONS CAMPAIGN FOR THE NEW BILLIE JEAN KING MAIN LIBRARY WHICH OPENED ON SEPTEMBER 21, 2019 HAS RAISED OVER $3 MILLION TO ENHANCE FURNISHINGS, TECHNOLOGY AND EQUIPMENT AT THE NEW LIBRARY, INCLUDING AN ENGAGING OCEAN-THEMED CHILDRENS LIBRARY AND AN EXPANDED FAMILY LEARNING CENTER AND STUDIO.
Expenses $1,095,470
As filed on the 2023 return.
Listed in Part VII
-
Veronica Garcia DavalosVERONICA GARCIA DAVALOS
EXECUTIVE DIRECTOR
- Total calculated
- $145,200
- From this org
- $145,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Sharon L WeissmanSHARON L WEISSMAN
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Joshua B NortonJOSHUA B NORTON
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Ryan E BallardRYAN E BALLARD
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Celinea LunaCELINEA LUNA
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Sean M ReillySEAN M REILLY
President
- Total calculated
- $0
- Hours/week
- 2.6
-
Barbara U SchwerinBARBARA U SCHWERIN
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Colleen A BentleyCOLLEEN A BENTLEY
Secretary
- Total calculated
- $0
- Hours/week
- 2.6
-
Charlyn M BenderCHARLYN M BENDER
Mem at Large
- Total calculated
- $0
- Hours/week
- 2.6
-
Jeffrey D Carrick CPAJEFFREY D CARRICK CPA
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Margaret C DurninMARGARET C DURNIN
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Danita Y HumphreyDANITA Y HUMPHREY
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Julia Yc HuangJULIA YC HUANG
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
John A Mathews IIJOHN A MATHEWS II
President-Elect
- Total calculated
- $0
- Hours/week
- 2.6
-
John J McGinnisJOHN J MCGINNIS
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Elizabeth MUNZER
VP Fund Devlop
- Total calculated
- $0
- Hours/week
- 2.6
-
Barbara E LongBARBARA E LONG
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Theresa R MorrisonTHERESA R MORRISON
Treasurer
- Total calculated
- $0
- Hours/week
- 2.6
-
Desiree E RewDESIREE E REW
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Michael EarlMICHAEL EARL
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Carmen O PerezCARMEN O PEREZ
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Rolando CruzROLANDO CRUZ
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Gregory A ZinbergGREGORY A ZINBERG
Director
- Total calculated
- $0
- Hours/week
- 2.6
-
Diane AnglinDIANE ANGLIN
VP Pub Affair
- Total calculated
- $0
- Hours/week
- 2.6
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540429349301239
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