Civic Intelligence

The George E Handtmann III

EIN 27-2250801 • Santa Barbara, CA

204 Adair DriveSanta Barbara, CA 93105
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

79th percentile

30%

Higher net margin than 79% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

12%

Faster revenue growth than 56% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$985,379

Up $18,176 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$985,379

Up $18,176 (+1.9%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin79th percentile

Revenue

Up

$60,974

Up $6,337 (+12%) from 2023

Expenses

Up

$42,798

Up $17,893 (+72%) from 2023

Net Income

Down

$18,176

Down $11,556 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,561,278Liabilities 2011: $0Net Assets 2011: $1,561,2782011Assets 2012: $1,477,904Liabilities 2012: $0Net Assets 2012: $1,477,9042012Assets 2013: $1,340,493Liabilities 2013: $0Net Assets 2013: $1,340,4932013Assets 2014: $708,784Liabilities 2014: $0Net Assets 2014: $708,7842014Assets 2015: $622,525Liabilities 2015: $0Net Assets 2015: $622,5252015Assets 2016: $587,054Liabilities 2016: $0Net Assets 2016: $587,0542016Assets 2017: $485,786Liabilities 2017: $0Net Assets 2017: $485,7862017Assets 2018: $429,237Liabilities 2018: $0Net Assets 2018: $429,2372018Assets 2019: $432,686Liabilities 2019: $0Net Assets 2019: $432,6862019Assets 2020: $472,658Liabilities 2020: $0Net Assets 2020: $472,6582020Assets 2021: $955,821Liabilities 2021: $0Net Assets 2021: $955,8212021Assets 2022: $937,471Liabilities 2022: $0Net Assets 2022: $937,4712022Assets 2023: $967,203Liabilities 2023: $0Net Assets 2023: $967,2032023Assets 2024: $985,379Liabilities 2024: $0Net Assets 2024: $985,3792024

Highlighted filing

2024

Assets$985,379
Liabilities$0
Net Assets$985,379
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $92,1982011Expenses 2012: $108,5492012Revenue 2013: -$42,131Expenses 2013: $95,280Net Income 2013: -$137,4112013Revenue 2014: -$543,598Expenses 2014: $88,111Net Income 2014: -$631,7092014Revenue 2015: -$17,321Expenses 2015: $68,938Net Income 2015: -$86,2592015Revenue 2016: $49,177Expenses 2016: $84,648Net Income 2016: -$35,4712016Revenue 2017: -$60,327Expenses 2017: $38,785Net Income 2017: -$99,1122017Revenue 2018: $19,399Expenses 2018: $75,948Net Income 2018: -$56,5492018Revenue 2019: $41,743Expenses 2019: $38,294Net Income 2019: $3,4492019Revenue 2020: $59,843Expenses 2020: $19,871Net Income 2020: $39,9722020Revenue 2021: $540,103Expenses 2021: $56,940Net Income 2021: $483,1632021Revenue 2022: $33,501Expenses 2022: $51,851Net Income 2022: -$18,3502022Revenue 2023: $54,637Expenses 2023: $24,905Net Income 2023: $29,7322023Revenue 2024: $60,974Expenses 2024: $42,798Net Income 2024: $18,1762024

Highlighted filing

2024

Revenue$60,974
Expenses$42,798
Net Income$18,176
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$985,379
Liabilities
$0
Net assets
$985,379
Revenue
$60,974
Expenses
$42,798
Net income
$18,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.02$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.54$0.06$0.48
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.06$0.02$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.02$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.06$0.04$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.05$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.02$0.07$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.54$0.09$0.63
2013Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.04$0.10$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY HARRISON HANDTMANNCEO-$0--
JAMES GRAFT EVANSSecretary-$0--
KENDLE LAUREN EVANSCFO-$0--
Filing and Contact Details

Filer

Filer Name
The George E Handtmann Iii
EIN
27-2250801
Phone
6267445100
Address
204 ADAIR DRIVE, SANTA BARBARA, CA 93105

Signing Officer

Name
Henry Handtmann
Title
CEO
Phone
6267445100
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Lucas Horsfall Advisors LLC
Address
299 N EUCLID AVENUE 2ND FLOOR, PASADENA, CA 91101
Preparer
Ariel E Drachenberg
Phone
6267445100
Raw XML Appendix312 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/StatementsRegardingActyGrp/IndividualWithBooksNm0HENRY H HANDTMANN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0299 N EUCLID AVE 2ND FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PASADENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06267445100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MONTECITO UNION SCHOOL (MUS) FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HEARTS THERAPEUTIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0385 SAN YSIDRO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 30662
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTECITO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028416
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04120
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt067192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032536
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038776
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04120
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07526
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07526
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt1150
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1150
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY HANDTMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06267445100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GEORGE E HANDTMANN III
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0272250801
ReturnHeader/Filer/PhoneNum06267445100
ReturnHeader/Filer/USAddress/AddressLine1Txt0204 ADAIR DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0993307718
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCAS HORSFALL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0299 N EUCLID AVENUE 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06267445100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARIEL E DRACHENBERG
ReturnHeader/ReturnTs02025-06-13T09:21:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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