Long Beach Education Foundation FY2020 filing

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Encouraging the successes of students in the Long Beach unified school district by recognizing excellence, supporting efforts to improve Education, and assisting the district to enable all students to learn and become responsible, productive members of a competitive society.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $252K a year · 20% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
34 mo
of spending, in cash
Looks good: 33.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $553K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$84K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 10 voting members
Looks good: 7 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$956K
Spent
$894K
To programs
99%
Net assets
$2.4M
By yearFY2020–FY2025
Revenue
$956K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$956K
FY2021$1.2M
FY2022$1.3M
FY2023$1.5M
FY2024$1.8M
FY2025$674K
Expenses
$894K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$894K
FY2021$839K
FY2022$1.1M
FY2023$2.8M
FY2024$2.1M
FY2025$1.3M
Net assets
$2.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.4M
FY2021$2.8M
FY2022$3.0M
FY2023$1.7M
FY2024$1.5M
FY2025$847K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1989.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $885K Management & general 1% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
First Vice President
$0Pt VII · Sec A
VP at Large
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
See Long Beach Education Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Long Beach students' success through recognition, educational improvement, and district assistance.

Questions for Long Beach Education Foundation

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3 programs · $885K · in their own filed words · FY2019
01

Support for teachers, school sites, programs and students. These include providing classroom support to teachers for innovative projects to increase student performance and additional funding for literacy, field trips and other classroom needs.

$626Kprogram expense
02

Educare is foundation's biggest program. Educare provides direct intensive early education and care to children to promote school readiness, reduce the achievement gap and break the cycle of poverty by enhancing the social and cognitive development of children ages 0 to 5 years through the provision of evidence-based education, health…

$202Kprogram expense
03

Scholarships and grants given to students. These include the scholarships in escrow awarded to eighth grade students who agree to take challenging, college prep classes and finish high school. When they enroll in college, they receive the financial award.

$57Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$553K
Grants paid · 6 grants · $602K · 2019–2024
Unitemized GrantFY2024$71,500
Unitemized GrantFY2023$76,000
Unitemized GrantFY2022$122,076
Unitemized GrantFY2021$171,928
Unitemized GrantFY2020$103,611
Unitemized GrantFY2019$57,122

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$956K
Ln 12
Gifts and grantsLn 1h$954K
Other incomeLn 4–11$2K
Investment incomeLn 3$124
Money outPt IX
$894K
Ln 25
Programscol B$885K
Managementcol C$8K
Owns and owesPt X
$2.4M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$2.5M
LiabilitiesLn 26$84K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$954K
Fundraising eventsLn 1c$7K
Investment incomeLn 3$124
Other incomeLn 4–11$2K
Total revenueLn 12$956K
Assets in detailPt X, end of year
CashLn 1$1.4M
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$2.5M
Total assetsLn 16$2.5M
LiabilitiesLn 26$84K
Net assetsLn 32$2.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$91K$92K$92K$93K$94K
Given inLn 1b$464
SpentLn 1d–1f$500$423$488$2K$2K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$2.6M$2.5M
Total assetsLn 16$2.6M$2.5M
LiabilitiesLn 26$252K$84K
Net assetsLn 32$2.4M$2.4M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$57K$57K
Other expenses (24a–d)Ln 24$837K$828K$8K
Total functional expensesLn 25$894K$885K$8K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 11, 2026 $674K$1.3M−$642K$847K 990 PDF
FY2024Filed with the IRS Apr 28, 2025 $1.8M$2.1M−$254K$1.5M 990 PDF
FY2023Filed with the IRS May 14, 2024 $1.5M$2.8M−$1.2M$1.7M 990 PDF
FY2022Filed with the IRS Sep 19, 2023 $1.3M$1.1M$197K$3.0M 990 PDF
FY2021Filed with the IRS May 13, 2022 $1.2M$839K$368K$2.8M 990 PDF
FY2020 ViewingFiled with the IRS May 17, 2021 $956K$894K$62K$2.4M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $955,704 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $8,000,396$953,690
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $8,701$124
I-11 Other revenuePrior year −$17,001$1,890
I-12 Total revenuePrior year $7,992,096$955,704
I-13 Grants and similar amounts paidPrior year $75,340$57,122
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,204,644$836,669
I-18 Total expensesPrior year $8,279,984$893,791
I-19 Revenue less expensesPrior year −$287,888$61,913
Part VI · Governance 7 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $955,704 across 6 lines filed
VIII-1c Fundraising events$7,009
VIII-1f All other contributions, gifts and grants$946,681
VIII-1h Total contributions, gifts and grants$953,690
VIII-3 Investment incomeExcluded from tax $124$124
VIII-8 Net income from fundraising eventsExcluded from tax $1,890$1,890
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $2,014$955,704
Part IX · Statement of functional expenses $893,791 across 2 lines filed
IX-2 Grants to domestic individualsPrograms $57,122$57,122
IX-24 Other expenses (24a–d)Programs $828,353 · Management $8,316$836,669
IX-25 Total functional expensesPrograms $885,475 · Management $8,316 · Fundraising $0$893,791
Part X · Balance sheet $2,506,282 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $1,493,418$1,438,759
X-2 Savings and temporary cash investmentsStart of year $1,056,761$1,064,908
X-4 Accounts receivableStart of year $53,791$2,615
X-16 Total assetsStart of year $2,603,970$2,506,282
X-17 Accounts payable and accrued expensesStart of year $251,561$84,054
X-26 Total liabilitiesStart of year $251,561$84,054
X-27 Net assets without donor restrictionsStart of year $117,464$161,845
X-28 Net assets with donor restrictionsStart of year $2,234,945$2,260,383
X-32 Total net assets or fund balancesStart of year $2,352,409$2,422,228
X-33 Total liabilities and net assetsStart of year $2,603,970$2,506,282
Part XI · Reconciliation of net assets $2,422,228 net assets at year end
XI-1 Total revenue$955,704
XI-2 Total expenses$893,791
XI-3 Revenue less expenses$61,913
XI-4 Net assets at start of year$2,352,409
XI-8 Prior period adjustments$7,906
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,422,228

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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