Civic Intelligence

The Handler Family Foundation

990PF • Fiscal year 2015 • EIN 13-7314630

Dec 01, 2014 to Nov 30, 2015 • Filed on Oct 15, 2016

c/o Berdon LLP One Jericho PlazaJericho, NY 11753

(212) 832-0400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.00x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

0.01x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2015

Net Margin

88th percentile

70%

Higher net margin than 88% of similar nonprofits.

2015 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2015 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2015

Asset Growth

82nd percentile

9.2%

Faster asset growth than 82% of similar nonprofits.

2015 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

481%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$817,710

Up $68,609 (+9.2%) from 2014

Net Assets

Up

$817,198

Up $68,097 (+9.1%) from 2014

Liabilities

Up

$512

Up $512 from 2014

Revenue

Up

$96,662

Up $80,037 (+481%) from 2014

Expenses

Down

$28,565

Down $35,858 (-56%) from 2014

Net Income

Up

$68,097

Up $115,895 (+242%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2010: $1,174,212Liabilities 2010: $02010Assets 2011: $1,022,797Liabilities 2011: $02011Assets 2012: $911,076Liabilities 2012: $0Net Assets 2012: $911,0762012Assets 2013: $796,899Liabilities 2013: $12013Assets 2014: $749,101Liabilities 2014: $0Net Assets 2014: $749,1012014Assets 2015: $817,710Liabilities 2015: $512Net Assets 2015: $817,1982015Assets 2016: $771,746Liabilities 2016: $0Net Assets 2016: $771,7462016Assets 2017: $329,756Liabilities 2017: $0Net Assets 2017: $329,7562017Assets 2018: $104,838Liabilities 2018: $0Net Assets 2018: $104,8382018Assets 2019: $2,041Liabilities 2019: $0Net Assets 2019: $2,0412019Assets 2020: $0Liabilities 2020: $83Net Assets 2020: -$832020Assets 2021: $192Liabilities 2021: $0Net Assets 2021: $1922021Assets 2022: $46Liabilities 2022: $0Net Assets 2022: $462022Assets 2023: $445Liabilities 2023: $0Net Assets 2023: $4452023Assets 2024: $394Liabilities 2024: $0Net Assets 2024: $3942024

Highlighted filing

2015

Assets$817,710
Liabilities$512
Net Assets$817,198

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $1,390Expenses 2010: $219,313Net Income 2010: -$217,9232010Revenue 2011: $181,425Expenses 2011: $332,840Net Income 2011: -$151,4152011Expenses 2012: $219,4812012Revenue 2013: $73,670Expenses 2013: $187,847Net Income 2013: -$114,1772013Revenue 2014: $16,625Expenses 2014: $64,423Net Income 2014: -$47,7982014Revenue 2015: $96,662Expenses 2015: $28,565Net Income 2015: $68,0972015Revenue 2016: $105,964Expenses 2016: $151,416Net Income 2016: -$45,4522016Revenue 2017: $62,483Expenses 2017: $504,473Net Income 2017: -$441,9902017Revenue 2018: $43,044Expenses 2018: $267,962Net Income 2018: -$224,9182018Revenue 2019: $1,187Expenses 2019: $103,984Net Income 2019: -$102,7972019Revenue 2020: $1Expenses 2020: $2,125Net Income 2020: -$2,1242020Revenue 2021: $3,600Expenses 2021: $3,325Net Income 2021: $2752021Revenue 2022: $1,504Expenses 2022: $1,650Net Income 2022: -$1462022Revenue 2023: $4,649Expenses 2023: $4,250Net Income 2023: $3992023Revenue 2024: $17,574Expenses 2024: $17,625Net Income 2024: -$512024

Highlighted filing

2015

Revenue$96,662
Expenses$28,565
Net Income$68,097
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Oct 15, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD HANDLERPresident-$0--
MARTHA HANDLERVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE STATEMENT CGeneral-New York, NY, US$19,474
Filing and Contact Details

Filer

Filer Name
The Handler Family Foundation
EIN
13-7314630
In Care Of
% MARTHA HANDLER
Address
c/o Berdon LLP One Jericho Plaza, Jericho, NY 11753

Signing Officer

Name
Martha Handler
Title
president
Phone
5169313100
Signed
2016-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Berdon LLP
Address
360 Madison Ave, New York, NY 10017
Preparer
Jude Coard
Phone
2128320400
Raw XML Appendix361 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.177631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.192857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.225874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.16257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0972901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01021041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0996164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01019372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01350906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01294640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt021169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.813919
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt021169
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021169
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021169
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt025 WOODWAY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH SALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010590
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARTHA HANDLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum09147635161
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None - public charity under sec 501(c)(3) & 509(a)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010590
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019474
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/AppliedToCurrentYearAmt021169
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0128468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0147212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0305135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0210470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0184784
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0586074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0128468
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0147212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0305135
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021169
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0770858
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0796544
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AD PLACEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROOKFIELD - PORTFOLIO EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06056
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06056
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OFFICER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0512
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04948
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04948
TaxesSchedule/TaxesDetail/Amt0635
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NYS DEPT OF LAW
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0635
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Martha Handler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum05169313100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Handler Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HAND
ReturnHeader/Filer/EIN0137314630
ReturnHeader/Filer/InCareOfNm0% MARTHA HANDLER
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Berdon LLP One Jericho Plaza
ReturnHeader/Filer/USAddress/CityNm0Jericho
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berdon LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0360 Madison Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02128320400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDE COARD
ReturnHeader/ReturnTs02016-10-14T16:01:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.10$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.04$0.27$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.06$0.50$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.11$0.15$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.10$0.03$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.02$0.06$0.05
2013Summary only. Only limited summary data is available for this year.$0.80$0.00$0.07$0.19$0.11
2012Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.22
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.18$0.33$0.15
2010Summary only. Only limited summary data is available for this year.$1.17$0.00$0.00$0.22$0.22