Civic Intelligence

Charlpeg Foundation Inc C/O Meyer Handelman Co

EIN 13-6076805

PO Box 81710577
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,772 (-100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$0

Down $1,772 (-100%) from 2013

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

Down

$1,772

Down $64,747 (-97%) from 2013

Net Income

-$1,772

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $466,030Liabilities 2010: $0Net Assets 2010: $466,0302010Assets 2011: $451,181Liabilities 2011: $0Net Assets 2011: $451,1812011Assets 2012: $463,347Liabilities 2012: $81Net Assets 2012: $463,2662012Assets 2013: $1,772Liabilities 2013: $0Net Assets 2013: $1,7722013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $91,3042010Expenses 2011: $89,4332011Expenses 2012: $69,1772012Expenses 2013: $66,5192013Revenue 2014: $0Expenses 2014: $1,772Net Income 2014: -$1,7722014

Highlighted filing

2014

Revenue$0
Expenses$1,772
Net Income-$1,772
Open 2014 Filing

Filings

Most recent year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$1,772
Net income
-$1,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.02$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.67
2012Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.69
2011Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.89
2010Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Jun 30, 2014
Signed
Aug 27, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD A HANDELMANAst Sec/Trea-$0--
DONALD E HANDELMANPres/Director-$0--
WILLIAM R HANDELMANSec/Director-$0--
Filing and Contact Details

Filer

EIN
13-6076805
Phone
9149394060

Signing Officer

Name
Donald E Handelman
Title
President
Phone
9149394060
Signed
2014-08-27

Preparer

Preparer
Nancy G Tadler
Phone
8456286050
Raw XML Appendix230 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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LiquidationExplanationStmt/ExplanationTxt0THE CHARLPEG FOUNDATION HAS COMPLETELY LIQUIDATED EFFECTIVE JUNE 30, 2014. AS REPORTED IN THE PREVIOUS YEAR'S FORM 990-PF, THE DIRECTORS AND MEMBERS OF THE CHARLPEG FOUNDATION UNANIMOUSLY AGREED BY WRITTEN CONSENT OF DIRECTORS AND MEMBERS DATED JUNE 11, 2013 TO TRANSFER THE REMAINING ASSETS OF THE CHARLPEG FOUNDATION TO THE CHARLPEG CHARITABLE FUND, A DONOR ADVISED FUND IN THE VANGUARD CHARITABLE ENDOWMENT PROGRAM, A 501(C)(3) ORGANIZATION, AND TO COMPLETELY DISSOLVE THE CHARLPEG FOUNDATION, ONCE ALL TRANSFERS WERE COMPLETED. PER THE FOUNDATION'S FORM 990PF FILED FOR THE TAX YEAR ENDED OCTOBER 31, 2013, THE FOUNDATION DISTRIBUTED STOCK HOLDINGS WITH A FAIR MARKET VALUE TOTALING 601,070 AND A BOOK VALUE TOTALING 342,320 TO THE VANGUARD CHARITABLE ENDOWMENT PROGRAM- THE CHARLPEG CHARITABLE FUND ON SEPTEMBER 20, 2013. THE FOUNDATION DISTRIBUTED CASH TO THE VANGUARD CHARITABLE ENDOWMENT PROGRAM- THE CHARLPEG CHARITABE FUND OF 82,000 ON OCTOBER 30, 2013 AND 1,000 ON OCTOBER 31, 2013. THE VANGUARD CHARITABLE ENDOWMENT PROGRAM, FEIN 23-2888152, P.O. BOX 55766 BOCTON, MA 02205-5766 (PHYSICAL ADDRESS 95 WELLS AENUE, SUITE 155 NEWTON, MA 02459-3204) WAS FOUNDED BY VANGUARD GROUP, INC. IN DECEMBER 1997. THE DIRECTORS HAVE ADVISORY POWERS WITH REGARDS TO WHICH CHARITIES WILL RECEIVE GRANTS FROM THE VANGUARD CHARITABLE ENDOWMENT- THE CHARLPEG CHARITABLE FUND. FOLLOWING THE ABOVE PRIOR YEAR TRANSFERS, THE FOUNDATION'S ONLY ASSETS AT ITS 10/31/13 FISCAL YEAR END, AS REFLECTED ON 2012 FORM 990PF TOTALED 1772, CONSISTING OF 220 CASH PLUS A 1552 FEDERAL TAX REFUND RECEIVABLE. THE FEDERAL TAX REFUND WAS RECEIVED AND DEPOSITED INTO THE CASH ACCOUNT DURING THE CURRENT TAX YEAR. THE FULL 1772 IN ASSETS WERE PAID OUT FOR EXPENSES AS FOLLOWS: 1330 LEGAL FEES TO LIQUIDATE & TRANSFER ASSETS TO THE DONOR ADVISED FUND 21 PUBLIC NOTICE FEE 25 NYS DEPT. OF LAW FILING FEE 46 POSTAGE, COPIES, OFFICE EXPENSE 350 TAX PREPARATION FOR FINAL RETURN 1772 TOTAL EXPENSES PAID THE FINAL CHECK FOR 350, LISTED ABOVE, WAS PAID ON JUNE 30, 2014 FOR TAX PREPARATION OF THE FINAL FORM 990PF, LEAVING A ZERO BALANCE FOR ALL ASSETS AND LIABILITIES OF THE FOUNDATION, AND COMPLETING THE FULL LIQUIDATION OF THE CHARLPEG FOUNDATION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WESTFAIR COMM.- PUBLIC NOTICE
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ReturnHeader/BuildTS02015-12-30 17:16:21Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0105411706
ReturnHeader/PreparerPersonGrp/PhoneNum08456286050
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY G TADLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-18T14:48:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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