Civic Intelligence

The Handle Institute

EIN 30-0317969 • 501(c)3 • Redding, CA

Pub. 78 Eligible990-N Coverage

Profile

The primary objectives and purposes of this organization is to provide information to the general public about the unique challenges faced by people with neurodevelopmental differences.

PO Box 493735Redding, CA 96049

www.handle.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

28th percentile

-26%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Assets

Down

$59,067

Down $62,747 (-52%) from 2016

Liabilities

Down

$936

Down $4,487 (-83%) from 2016

Net Assets

Down

$58,131

Down $58,260 (-50%) from 2016

Revenue

Down

$27,612

Down $6,346 (-19%) from 2016

Expenses

Down

$22,824

Down $46,855 (-67%) from 2016

Net Income

Up

$4,788

Up $40,509 (+113%) from 2016

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2014: $161,843Liabilities 2014: $7,430Net Assets 2014: $154,4132014Assets 2015: $154,646Liabilities 2015: $2,534Net Assets 2015: $152,1122015Assets 2016: $121,814Liabilities 2016: $5,423Net Assets 2016: $116,3912016Assets 2017: $59,067Liabilities 2017: $936Net Assets 2017: $58,1312017

Highlighted filing

2017

Assets$59,067
Liabilities$936
Net Assets$58,131

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2014: $68,233Expenses 2014: $120,845Net Income 2014: -$52,6122014Revenue 2015: $52,181Expenses 2015: $54,723Net Income 2015: -$2,5422015Revenue 2016: $33,958Expenses 2016: $69,679Net Income 2016: -$35,7212016Revenue 2017: $27,612Expenses 2017: $22,824Net Income 2017: $4,7882017

Highlighted filing

2017

Revenue$27,612
Expenses$22,824
Net Income$4,788

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$30,807
Mission and Program Overview

Mission

The primary objectives and purposes of this organization is to provide information to the general public about the unique challenges faced by people with neurodevelopmental differences.

Program Services

DescriptionGrantsExpenses
PROVIDE INFORMATION ABOUT THERAPIES THAT GENTLY ENHANCE NEURODEVELOPMENT AND LEARNING EFFICIENCY, PROMOTE RESEARCH AND PROFESSIONAL INTEREST IN THESE THERAPIES, AND PROVIDE FINANCIAL ASSISTANCE TO PEOPLE WHO CANNOT AFFORD THERAPY.$7,285-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL CUNNINGHAMTreasurerPT$0--
MAY WALTERSInterim Op MgrPT$0--
CATHY STINGLEYSecretaryPT$0--
MATTHEW MC NATTPresidentPT$0--
KATIE PENQUEInterim Comm Relations MgrPT$0--
Filing and Contact Details

Filer

Filer Name
The Handle Institute
EIN
30-0317969
Phone
2069096028
Address
PO BOX 493735, REDDING, CA 96049

Signing Officer

Name
Gail Cunningham
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
John Schloetter & Co LLP
Address
5401 Old Redwood Hwy STE 101, Petaluma, CA 94954
Preparer
Darlene De Bernardi
Phone
7077622766
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $401

Other Expenses.1012

Insurance $2572

Other Expenses.1

LICENSING $2500

Other Expenses.2

Telephone & internet $1955

Other Expenses.3

BANK CHARGES $1716

Other Expenses.4

WEBSITE $617

Other Expenses.5

ADVERTISING & DUES $602

Other Expenses.6

Business registration fees $85

Other Assets.1005

Accounts Receivable - Beginning $2900 Accounts Receivable - Ending $457

Other Assets.1010

Inventories - Beginning $74738 Inventories - Ending $8970

Other Assets.1

SECURITY DEPOSIT - Beginning $105 SECURITY DEPOSIT - Ending $105

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $4396 Accounts Payable and Accrued Expenses - Ending $0

Total Liabilities.1003

Deferred Revenue - Beginning $1000 Deferred Revenue - Ending $936

Total Liabilities.1

- Beginning $0 - Ending $0

Raw XML Appendix201 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAULA LITZKY
IRS990EZ/BooksInCareOfDetail/PhoneNum07075292832
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0805 WINE COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094954
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044071
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049535
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04716
IRS990EZ/CostOfGoodsSoldAmt03195
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04788
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03738
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121814
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059067
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-44
IRS990EZ/GrossReceiptsAmt030807
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt03151
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116391
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058131
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116391
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058131
IRS990EZ/OccupancyRentUtltsAndMaintAmt01970
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GAIL CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAY WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHY STINGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW MC NATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATIE PENQUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1INTERIM OP MGR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4INTERIM COMM RELATIONS MGR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt077743
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09532
IRS990EZ/OtherChangesInNetAssetsAmt0-63048
IRS990EZ/OtherExpensesTotalAmt010448
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY OBJECTIVES AND PURPOSES OF THIS ORGANIZATION IS TO PROVIDE INFORMATION TO THE GENERAL PUBLIC ABOUT THE UNIQUE CHALLENGES FACED BY PEOPLE WITH NEURODEVELOPMENTAL DIFFERENCES.
IRS990EZ/ProgramServiceRevenueAmt022933
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE INFORMATION ABOUT THERAPIES THAT GENTLY ENHANCE NEURODEVELOPMENT AND LEARNING EFFICIENCY, PROMOTE RESEARCH AND PROFESSIONAL INTEREST IN THESE THERAPIES, AND PROVIDE FINANCIAL ASSISTANCE TO PEOPLE WHO CANNOT AFFORD THERAPY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07285
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06668
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05423
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0936
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022824
IRS990EZ/TotalProgramServiceExpensesAmt07285
IRS990EZ/TotalRevenueAmt027612
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.handle.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040504
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0201
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0247419
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0329
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00140
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99860
IRS990ScheduleA/PublicSupportTotal509Amt0287923
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033967
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054574
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098003
IRS990ScheduleA/Total509Grp/TotalAmt0287923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098076
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0288252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSING $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE & INTERNET $1955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $1716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE $617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADVERTISING & DUES $602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BUSINESS REGISTRATION FEES $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $2900 Accounts Receivable - Ending $457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Inventories - Beginning $74738 Inventories - Ending $8970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SECURITY DEPOSIT - Beginning $105 SECURITY DEPOSIT - Ending $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $4396 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Deferred Revenue - Beginning $1000 Deferred Revenue - Ending $936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL CUNNINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HANDLE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HAND
ReturnHeader/Filer/EIN0300317969
ReturnHeader/Filer/PhoneNum02069096028
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 493735
ReturnHeader/Filer/USAddress/CityNm0REDDING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Schloetter & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05401 Old Redwood Hwy STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Petaluma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094954
ReturnHeader/PreparerPersonGrp/PhoneNum07077622766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARLENE DE BERNARDI
ReturnHeader/ReturnTs02017-11-14T09:09:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.