LONG BEACH COMMUNITY FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

MARCELLE EPLEY

Phone

5624359033

Tax Period

2024-01-01 to 2024-12-31

LONG BEACH COMMUNITY FOUNDATION, founded in 2006, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.2M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $7.6M left a modest 8% surplus.

Mission

THE LONG BEACH COMMUNITY FOUNDATION INITIATES POSITIVE CHANGE FOR LONG BEACH THROUGH CHARITABLE GIVING, STEWARDSHIP AND STRATEGIC GRANTMAKING.

Program Service Accomplishments

Program 1

Expenses: $5,956,202 Revenue: $805,629

DISTRIBUTE GRANTS TO ELIGIBLE NONPROFIT AGENCIES AND GOVERNMENT SUBDIVISIONS AS RECOMMENDED BY THE FOUNDATION'S BOARD OF DIRECTORS, DONOR ADVISORS, AND CREATORS OF SPECIAL PURPOSE CHARITABLE FUNDS...

DISTRIBUTE GRANTS TO ELIGIBLE NONPROFIT AGENCIES AND GOVERNMENT SUBDIVISIONS AS RECOMMENDED BY THE FOUNDATION'S BOARD OF DIRECTORS, DONOR ADVISORS, AND CREATORS OF SPECIAL PURPOSE CHARITABLE FUNDS AND ENDOWMENTS. MOST GRANTS ARE INTENDED TO BENEFIT CHARITABLE PROGRAMS WITHIN THE CITY OF LONG BEACH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,218,575

Program Service Revenue $805,629

Investment Income $4,165,970

Other Revenue $8,068

TOTAL REVENUE $8,198,242

Expense Breakdown

Grants Paid $5,788,722

Salaries & Benefits $439,295

Fundraising Expenses $191,148

Program Expenses $5,956,202

Other Expenses $1,337,589

TOTAL EXPENSES $7,565,606

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,198,242	$6,386,366	+0.3%
Expenses	$7,565,606	$4,375,819	+0.7%
Net Income	$632,636	$2,010,547	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$196,890

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCELLE EPLEY	PRESIDENT & CEO	40.00	Officer	$188,208	$8,682	$196,890
YAIR KATZ	CFO	2.00	Officer Director	$0	$0	$0
FRANK NEWELL	CHAIRMAN	2.00	Officer Director	$0	$0	$0
KEVIN PETERSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUZANNE NOSWORTHY	SECRETARY	2.00	Officer Director	$0	$0	$0
NORM CAUNTAY	DIRECTOR	2.00	Director	$0	$0	$0
SUNY LAY CHANG	DIRECTOR	2.00	Director	$0	$0	$0
BRYCE CULLINANE	DIRECTOR	2.00	Director	$0	$0	$0
MARK GUILLEN	DIRECTOR	2.00	Director	$0	$0	$0
STEVE KEESAL	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA MCDOWELL	DIRECTOR	2.00	Director	$0	$0	$0
JANE NETHERTON	DIRECTOR	2.00	Director	$0	$0	$0
SUZIE PRICE	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN WISE	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$8,198,242	$7,565,606	$74,746,076	$632,636
2023	$6,386,366	$4,375,819	$70,015,611	$2,010,547
2022	$4,523,032	$5,407,584	$60,390,962	$-884,552
2021	$10,436,779	$5,195,573	$70,296,685	$5,241,206
2020	$6,407,274	$6,067,771	$59,884,750	$339,503
2019	$4,820,909	$5,509,423	$55,668,280	$-688,514
2018	$18,866,153	$2,467,013	$48,832,396	$16,399,140