Civic Intelligence

Julie Handley Foundation

EIN 47-2213136 • Palo Alto, CA

4261 El Camino RealPalo Alto, CA 94306
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-73%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

30th percentile

-2.1%

Faster asset growth than 30% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,643,430

Down $55,733 (-2.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$2,643,430

Down $55,733 (-2.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin7th percentile

Revenue

Down

$76,662

Down $310,212 (-80%) from 2023

Expenses

Up

$132,395

Up $4,712 (+3.7%) from 2023

Net Income

Down

-$55,733

Down $314,924 (-122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $250,004Liabilities 2014: $02014Assets 2015: $541,852Liabilities 2015: $02015Assets 2016: $852,074Liabilities 2016: $0Net Assets 2016: $852,0742016Assets 2017: $1,192,072Liabilities 2017: $0Net Assets 2017: $1,192,0722017Assets 2018: $1,442,697Liabilities 2018: $0Net Assets 2018: $1,442,6972018Assets 2019: $1,674,061Liabilities 2019: $1Net Assets 2019: $1,674,0612019Assets 2020: $1,939,819Liabilities 2020: $1Net Assets 2020: $1,939,8192020Assets 2021: $2,188,570Liabilities 2021: $1Net Assets 2021: $2,188,5702021Assets 2022: $2,439,972Liabilities 2022: $1Net Assets 2022: $2,439,9722022Assets 2023: $2,699,163Liabilities 2023: $1Net Assets 2023: $2,699,1632023Assets 2024: $2,643,430Liabilities 2024: $0Net Assets 2024: $2,643,4302024

Highlighted filing

2024

Assets$2,643,430
Liabilities$0
Net Assets$2,643,430
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$200K$0-$200KRevenue 2014: $250,004Expenses 2014: $0Net Income 2014: $250,0042014Revenue 2015: $350,492Expenses 2015: $58,644Net Income 2015: $291,8482015Revenue 2016: $351,128Expenses 2016: $40,906Net Income 2016: $310,2222016Revenue 2017: $351,732Expenses 2017: $11,734Net Income 2017: $339,9982017Revenue 2018: $352,815Expenses 2018: $102,190Net Income 2018: $250,6252018Revenue 2019: $353,419Expenses 2019: $122,055Net Income 2019: $231,3642019Revenue 2020: $353,504Expenses 2020: $87,746Net Income 2020: $265,7582020Revenue 2021: $353,092Expenses 2021: $104,341Net Income 2021: $248,7512021Revenue 2022: $353,303Expenses 2022: $101,901Net Income 2022: $251,4022022Revenue 2023: $386,874Expenses 2023: $127,683Net Income 2023: $259,1912023Revenue 2024: $76,662Expenses 2024: $132,395Net Income 2024: -$55,7332024

Highlighted filing

2024

Revenue$76,662
Expenses$132,395
Net Income-$55,733
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,643,430
Liabilities
$0
Net assets
$2,643,430
Revenue
$76,662
Expenses
$132,395
Net income
-$55,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.08$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.39$0.13$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.35$0.10$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.35$0.10$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.35$0.09$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.35$0.12$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.35$0.10$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.35$0.01$0.34
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.35$0.04$0.31
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$0.35$0.06$0.29
2014Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.00$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 10, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALFRED MARKUFoundation Manager-$0--
ELISENDA ROS CLOLSFoundation Manager-$0--
Filing and Contact Details

Filer

Filer Name
Julie Handley Foundation
EIN
47-2213136
Phone
6504932844
Address
4261 EL CAMINO REAL, PALO ALTO, CA 94306

Signing Officer

Name
Alfred Marku
Title
Foundation Manager
Phone
6504932844
Signed
2025-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Sensiba Llp
Address
5960 INGLEWOOD DR SUITE 201, PLEASANTON, CA 94588
Preparer
Monic Ramirez
Phone
9252718700
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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/ZIPCd294402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395192
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0132000
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/AppliedToCurrentYearAmt0132000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt050086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0751
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt049335
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011343
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05207
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06136
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060678
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061429
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0395
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFRED MARKU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06504932844
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIE HANDLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0472213136
ReturnHeader/Filer/PhoneNum06504932844
ReturnHeader/Filer/USAddress/AddressLine1Txt04261 EL CAMINO REAL
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942370906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SENSIBA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05960 INGLEWOOD DR SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09252718700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONIC RAMIREZ
ReturnHeader/ReturnTs02025-02-23T01:24:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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