Form 990 for tax year 2023
Filed by ASSISTANCE LEAGUE OF LONG BEACH.
Totals
- Total revenue
- $3,777,869
- Total expenses
- $3,077,933
- Contributions and grants received
- $2,847,231
- Grants paid
- $467,225
- Program service revenue
- $665,458
- Investment income
- $202,931
- Other revenue
- $62,249
- Total assets, end of year
- $15,638,908
- Total liabilities, end of year
- $1,554,492
- Net assets or fund balances, end of year
- $14,084,416
- Program services expenses (Part IX)
- $2,194,055
- Management and general expenses
- $190,402
- Fundraising expenses
- $693,476
- Program service expenses (Part III)
- $2,194,055
Program services were 71.3% 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.
-
1b · Membership dues
$73,910
-
1c · Fundraising events
$174,332
-
1e · Government grants (contributions)
$283,763
-
1f · All other contributions, gifts and grants
$2,315,226
-
1g · Noncash contributions included above
$826,759
-
2a · Program service revenue: Orthodontic fees
total $665,458 · related or exempt $665,458
-
3 · Investment income
total $204,496 · excluded $204,496
-
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 $603,330
-
7b · Less cost or other basis and sales expenses
securities $604,895
-
7c · Gain or loss
securities -$1,565
-
7d · Net gain or loss
total -$1,565 · excluded -$1,565
-
8a · Fundraising events: gross income
$216,087
-
8a · Fundraising events: contributions included on line 1c
$174,332
-
8b · Fundraising events: direct expenses
$154,688
-
8c · Net income from fundraising events
total $61,399 · excluded $61,399
-
9a · Gaming: gross income
$16,530
-
9b · Gaming: direct expenses
$15,680
-
9c · Net income from gaming
total $850 · excluded $850
-
10a · Gross sales of inventory
$696,672
-
10b · Cost of goods sold
$696,672
-
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 $66,000 · program services $66,000
-
2 · Grants to domestic individuals
total $401,225 · program services $401,225
-
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 $414,397 · program services $255,000 · fundraising $159,397
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $677,018 · program services $429,305 · management and general $33,995 · fundraising $213,718
-
8 · Pension plan contributions
total $10,561 · program services $8,234 · management and general $1,383 · fundraising $944
-
9 · Other employee benefits
total $96,684 · program services $56,101 · management and general $3,488 · fundraising $37,095
-
10 · Payroll taxes
total $83,882 · program services $51,474 · management and general $3,773 · fundraising $28,635
-
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 $33,000 · fundraising $33,000
-
11f · Fees: investment management
total $28,173 · management and general $28,173
-
11g · Fees: other
total $97,552 · program services $71,903 · management and general $18,243 · fundraising $7,406
-
12 · Advertising and promotion
total $14,102 · management and general $7,949 · fundraising $6,153
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $366,940 · program services $257,889 · management and general $20,623 · fundraising $88,428
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $25,069 · program services $16,865 · management and general $3,304 · fundraising $4,900
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $24,640 · management and general $24,640
-
22 · Depreciation, depletion and amortization
total $312,622 · program services $274,482 · management and general $6,565 · fundraising $31,575
-
23 · Insurance
total $35,763 · program services $28,236 · management and general $5,020 · fundraising $2,507
-
24a · Other expenses: Program Supplies
total $117,418 · program services $117,418
-
24b · Other expenses: Other
total $58,649 · program services $32,916 · management and general $2,415 · fundraising $23,318
-
24c · Other expenses: Supplies
total $58,498 · program services $31,456 · management and general $12,423 · fundraising $14,619
-
24d · Other expenses: Contributed artwork
total $35,000 · program services $35,000
-
24e · All other expenses
total $120,740 · program services $60,551 · management and general $18,408 · fundraising $41,781
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,299,630 · end of year $1,232,768
-
2 · Savings and temporary cash investments
beginning of year $536,989 · end of year $369,164
-
3 · Pledges and grants receivable
beginning of year $202,294 · end of year $168,922
-
4 · Accounts receivable
beginning of year $67,391 · end of year $359,513
-
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
beginning of year $230,561 · end of year $536,482
-
9 · Prepaid expenses and deferred charges
beginning of year $38,108 · end of year $50,398
-
10a · Land, buildings and equipment: cost or other basis
$12,130,551
-
10b · Land, buildings and equipment: accumulated depreciation
$3,229,697
-
10c · Land, buildings and equipment, net
beginning of year $8,967,981 · end of year $8,900,854
-
11 · Investments: publicly traded securities
beginning of year $3,292,575 · end of year $4,020,807
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $128,274 · end of year $161,827
-
19 · Deferred revenue
beginning of year $78,294 · end of year $74,754
-
23 · Secured mortgages and notes payable
beginning of year $1,355,562 · end of year $1,317,911
-
27 · Net assets without donor restrictions
beginning of year $11,338,300 · end of year $11,977,146
-
28 · Net assets with donor restrictions
beginning of year $1,735,099 · end of year $2,107,270
Mission and programs · 2023
Mission
Our vision is to improve lives to ensure our communities thrive.
Activities or mission (Part I)
Assistance League of Long Beach volunteers empower and transform lives of children and adults through impactful programs.
-
The Orthodontic Program provides orthodontic services at a reduced cost to students in the greater Long Beach region. Throughout fiscal year 2024, the Orthodontic Center averaged 1,052 patients under treatment.
Expenses $975,987 · Revenue $665,458
-
Operation School Bell delivers new school uniforms to kindergarten through high school students in the Long Beach Unified School District. During fiscal year 2024, Operation School Bell provided uniforms for 11,642 students.
Expenses $695,879 · Grants $347,468
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $214,152 · Grants $119,757
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Dr Joshua Schneider
Orthodontist
- Total calculated
- $244,451
- From this org
- $239,226
- From related orgs
- $0
- Other
- $5,225
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $239,226
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $5,225
- Filer's total
- $244,451
-
Annette Isozaki
Executive Dir.
- Total calculated
- $152,813
- From this org
- $142,484
- From related orgs
- $0
- Other
- $10,329
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,484
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $10,329
- Filer's total
- $152,813
-
Karen Sprague
President
- Total calculated
- $0
- Hours/week
- 12
-
Julie Wilson
President-Elect
- Total calculated
- $0
- Hours/week
- 11
-
Diana Wade
Vice President
- Total calculated
- $0
- Hours/week
- 8
-
Christina Mansour
Vice President
- Total calculated
- $0
- Hours/week
- 11.5
-
Penny Wilds
Vice President
- Total calculated
- $0
- Hours/week
- 3
-
Mary Stanton
Vice President
- Total calculated
- $0
- Hours/week
- 1.25
-
Judy Griggs
Vice President
- Total calculated
- $0
- Hours/week
- 1.5
-
Charlene Ebright
Recording Sec.
- Total calculated
- $0
- Hours/week
- 2
-
Julie Tonks
Treasurer
- Total calculated
- $0
- Hours/week
- 8
-
Cynthia Terry
Board Member
- Total calculated
- $0
- Hours/week
- 2.5
-
Carol Thorburn
Board Member
- Total calculated
- $0
- Hours/week
- 3
-
Wendy Van Sickle
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Trish Denny
Board Member
- Total calculated
- $0
- Hours/week
- 1.75
-
Katey Conley
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Joyce Dockery
Board Members
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Jeffries
Board Member
- Total calculated
- $0
- Hours/week
- 1.25
-
Wendy Whelan
Director
- Total calculated
- $0
- Hours/week
- 1
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$40,000
Scholarships
-
$12,000
Scholarships
-
Calif State Univ Long Beach
$6,500
Scholarships
-
$6,500
Scholarships
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 20 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402649349301655
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