Civic Intelligence

The Joan C and David L Henle Foundation

EIN 13-7103244 • Bronxville, NY

33 Dusenberry RoadBronxville, NY 10708
Siviq Scores

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

Liabilities / Assets

70th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $5M-$10M nonprofits • Source year 2025

Net Margin

19th percentile

-48%

Higher net margin than 19% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T • $5M-$10M nonprofits • Source year 2025

Asset Growth

28th percentile

-1.5%

Faster asset growth than 28% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$8,678,253

Down $127,815 (-1.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$8,678,253

Down $127,815 (-1.5%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin19th percentile

Revenue

Down

$269,270

Down $6,181,750 (-96%) from 2024

Expenses

Up

$398,346

Up $46,027 (+13%) from 2024

Net Income

Down

-$129,076

Down $6,227,777 (-102%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$10M$5.0M$0Assets 2011: $990,317Liabilities 2011: $02011Assets 2012: $2,107,021Liabilities 2012: $02012Assets 2013: $2,137,484Liabilities 2013: $02013Assets 2014: $1,956,724Liabilities 2014: $02014Assets 2015: $2,052,151Liabilities 2015: $02015Assets 2019: $2,091,229Liabilities 2019: $02019Assets 2020: $1,979,189Liabilities 2020: $0Net Assets 2020: $1,979,1892020Assets 2021: $6,150,792Liabilities 2021: $0Net Assets 2021: $6,150,7922021Assets 2022: $4,254,064Liabilities 2022: $0Net Assets 2022: $4,254,0642022Assets 2023: $5,559,314Liabilities 2023: $0Net Assets 2023: $5,559,3142023Assets 2024: $8,806,068Liabilities 2024: $0Net Assets 2024: $8,806,0682024Assets 2025: $8,678,253Liabilities 2025: $0Net Assets 2025: $8,678,2532025

Highlighted filing

2025

Assets$8,678,253
Liabilities$0
Net Assets$8,678,253
Open 2025 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $489,507Expenses 2011: $412,307Net Income 2011: $77,2002011Revenue 2012: $1,342,977Expenses 2012: $226,273Net Income 2012: $1,116,7042012Revenue 2013: $1,196,688Expenses 2013: $2,198,851Net Income 2013: -$1,002,1632013Revenue 2014: $12,786Expenses 2014: $193,546Net Income 2014: -$180,7602014Revenue 2015: $304,976Expenses 2015: $209,549Net Income 2015: $95,4272015Revenue 2019: $942,861Expenses 2019: $483,256Net Income 2019: $459,6052019Revenue 2020: $62,988Expenses 2020: $175,028Net Income 2020: -$112,0402020Revenue 2021: $8,210,689Expenses 2021: $408,895Net Income 2021: $7,801,7942021Revenue 2022: $1,308,779Expenses 2022: $2,548,968Net Income 2022: -$1,240,1892022Revenue 2023: $4,470,228Expenses 2023: $1,323,969Net Income 2023: $3,146,2592023Revenue 2024: $6,451,020Expenses 2024: $352,319Net Income 2024: $6,098,7012024Revenue 2025: $269,270Expenses 2025: $398,346Net Income 2025: -$129,0762025

Highlighted filing

2025

Revenue$269,270
Expenses$398,346
Net Income-$129,076
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,678,253
Liabilities
$0
Net assets
$8,678,253
Revenue
$269,270
Expenses
$398,346
Net income
-$129,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.27$0.40$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$0.00$8.81$6.45$0.35$6.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$4.47$1.32$3.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$1.31$2.55$1.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.15$0.00$6.15$8.21$0.41$7.80
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.06$0.18$0.11
2019Summary only. Only limited summary data is available for this year.$2.09$0.00$0.94$0.48$0.46
2015Summary only. Only limited summary data is available for this year.$2.05$0.00$0.30$0.21$0.10
2014Summary only. Only limited summary data is available for this year.$1.96$0.00$0.01$0.19$0.18
2013Summary only. Only limited summary data is available for this year.$2.14$0.00$1.20$2.20$1.00
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$1.34$0.23$1.12
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$0.49$0.41$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L HENLETrustee-$0--
JOAN C HENLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Joan C and David L Henle Foundation
EIN
13-7103244
In Care Of
% DAVID & JOAN HENLE
Phone
2127733000
Address
33 DUSENBERRY ROAD, BRONXVILLE, NY 10708

Signing Officer

Name
David L Henle
Title
Trustee
Phone
2127733000
Signed
2025-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Brian STROH
Phone
2127733000
Raw XML Appendix285 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0341725
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0344425
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0714281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0369856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01008186
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02100959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0369856
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02739289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01008186
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01731103
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0344425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02739289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03109145
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0483
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0483
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01261
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECOVERY OF FUNDS
TaxesSchedule/TaxesDetail/Amt03478
TaxesSchedule/TaxesDetail/Amt147743
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03478
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L HENLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOAN C AND DAVID L HENLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0137103244
ReturnHeader/Filer/InCareOfNm0% DAVID & JOAN HENLE
ReturnHeader/Filer/PhoneNum02127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt033 DUSENBERRY ROAD
ReturnHeader/Filer/USAddress/CityNm0BRONXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010708
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian STROH
ReturnHeader/ReturnTs02025-12-16T01:14:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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