Civic Intelligence

George E Handtmann III Foundation

990PF • Fiscal year 2014 • EIN 27-2250801

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 30, 2015

3269 Padaro LaneCarpinteria, CA 93013

(626) 744-5100

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

100th percentile

116%

Higher net margin than 100% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

2nd percentile

-47%

Faster asset growth than 2% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Down

$708,784

Down $631,709 (-47%) from 2013

Net Assets

Down

$708,784

Down $631,709 (-47%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

-$543,598

Down $501,467 (-1190%) from 2013

Expenses

Down

$88,111

Down $7,169 (-7.5%) from 2013

Net Income

Down

-$631,709

Down $494,298 (-360%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$708,784
Liabilities$0
Net Assets$708,784

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue-$543,598
Expenses$88,111
Net Income-$631,709
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 30, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE E HANDTMANN IIIPresident-$0--
LAUREN KENDLE HANDTMANNVice Preside-$0--
HILARY NICOLE HANDTMANNSecretary-$0--
HENRY HARRISON HANDTMANNCFO-$0--
Filing and Contact Details

Filer

Filer Name
The George E Handtmann Iii
EIN
27-2250801
Phone
6267445100
Address
3269 PADARO LANE, CARPINTERIA, CA 93013

Signing Officer

Name
George E Handtmann Iii
Title
President
Phone
6267445100
Signed
2015-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Lucas Horsfall Murphy & Pindroh Llp
Address
100 E CORSON ST STE 200, PASADENA, CA 91103-3841
Preparer
Ariel E Drachenberg
Phone
6267445100
Raw XML AppendixShowing 400 of 422 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc239 SHS BANCO SANTANDER S.A SPON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc337 SHM BANCO SANTANDER S.A SPON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41514 SHS BANCO SANTADER S.A SPON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc56200 SHS FANNIE MAE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61000 SHS INTEL CORP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE E HANDTMANN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAUREN KENDLE HANDTMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HILARY NICOLE HANDTMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HENRY HARRISON HANDTMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CFO
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054326
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014514
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GRANT REVIEW EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2REGISTRY OF TRUSTS
TaxesSchedule/TaxesDetail/CategoryTxt3EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt076
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE E HANDTMANN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06267445100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GEORGE E HANDTMANN III

Document Assets

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Filings

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