Civic Intelligence

The Rita and Jeffrey Adler Charitable Foundation

990T • Fiscal year 2024 • EIN 59-7177100

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 07, 2025

Organization Profile
1301 Alberta DriveWinter Park, FL 32789-3900

(407) 629-7902

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,378,265Liabilities 2011: $02011Assets 2012: $3,572,370Liabilities 2012: $02012Assets 2013: $3,693,947Liabilities 2013: $02013Assets 2014: $3,869,324Liabilities 2014: $0Net Assets 2014: $3,869,3242014Assets 2015: $4,100,805Liabilities 2015: $0Net Assets 2015: $4,100,8052015Assets 2016: $4,149,969Liabilities 2016: $0Net Assets 2016: $4,149,9692016Assets 2017: $4,571,345Liabilities 2017: $0Net Assets 2017: $4,571,3452017Assets 2018: $4,631,145Liabilities 2018: $0Net Assets 2018: $4,631,1452018Assets 2019: $5,180,826Liabilities 2019: $0Net Assets 2019: $5,180,8262019Assets 2020: $6,064,599Liabilities 2020: $0Net Assets 2020: $6,064,5992020Assets 2021: $7,248,680Liabilities 2021: $3,000Net Assets 2021: $7,245,6802021Assets 2022: $6,753,521Liabilities 2022: $32,373Net Assets 2022: $6,721,1482022Assets 2023: $6,686,933Liabilities 2023: $27,000Net Assets 2023: $6,659,9332023Assets 2024: $6,491,507Liabilities 2024: $1,000Net Assets 2024: $6,490,5072024

Latest loaded filing

2024

Assets$6,491,507
Liabilities$1,000
Net Assets$6,490,507
Open 2024 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $208,334Expenses 2011: $204,129Net Income 2011: $4,2052011Revenue 2012: $396,082Expenses 2012: $201,977Net Income 2012: $194,1052012Revenue 2013: $529,499Expenses 2013: $283,916Net Income 2013: $245,5832013Revenue 2014: $331,789Expenses 2014: $156,412Net Income 2014: $175,3772014Revenue 2015: $769,604Expenses 2015: $269,290Net Income 2015: $500,3142015Revenue 2016: $872,850Expenses 2016: $190,660Net Income 2016: $682,1902016Revenue 2017: $643,101Expenses 2017: $221,725Net Income 2017: $421,3762017Revenue 2018: $408,178Expenses 2018: $348,378Net Income 2018: $59,8002018Revenue 2019: $815,637Expenses 2019: $265,956Net Income 2019: $549,6812019Revenue 2020: $1,439,128Expenses 2020: $282,968Net Income 2020: $1,156,1602020Revenue 2021: $1,476,857Expenses 2021: $529,703Net Income 2021: $947,1542021Revenue 2022: -$161,829Expenses 2022: $504,665Net Income 2022: -$666,4942022Revenue 2023: $577,456Expenses 2023: $531,604Net Income 2023: $45,8522023Revenue 2024: $717,157Expenses 2024: $551,251Net Income 2024: $165,9062024

Latest loaded filing

2024

Revenue$717,157
Expenses$551,251
Net Income$165,906
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Rita & Jeffrey Adler Family Foundation
EIN
59-7177100
Phone
4076297902
Address
1301 ALBERTA DRIVE, WINTER PARK, FL 32789-3900

Signing Officer

Name
Rita N Adler
Title
Trustee
Phone
4076297902
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
201 EAST LAS OLAS BLVD 21ST FLOOR, FORT LAUDERDALE, FL 33301
Preparer
Tristen Dunmire
Phone
3059959600
Raw XML Appendix84 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
IRS990T/BooksInCareOfDetail/PersonNm0RITA ADLER
IRS990T/BooksInCareOfDetail/PhoneNum04076297902
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01301 ALBERTA DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WINTER PARK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0327893900
IRS990T/BookValueAssetsEOYAmt06491507
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
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IRS990TScheduleA/NetOperatingLossDeductionAmt02790
IRS990TScheduleA/OtherIncomeAmt03488
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
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IRS990TScheduleA/TotalRentIncomeAmt00
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt03488
IRS990TScheduleA/TotUnrltTrdBusIncmAmt03488
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0TIGERGLOBAL ACCESS FUND LP
IRS990TScheduleA/UBIBeforeNOLDedAmt03488
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0698
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0698
IRS990T/TotalUBTIBeforeSection199AAmt0698
IRS990T/TotalUBTIComputedAmt0698
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RITA N ADLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04076297902
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RITA & JEFFREY ADLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RITA
ReturnHeader/Filer/EIN0597177100
ReturnHeader/Filer/PhoneNum04076297902
ReturnHeader/Filer/USAddress/AddressLine1Txt01301 ALBERTA DRIVE
ReturnHeader/Filer/USAddress/CityNm0WINTER PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0327893900
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 EAST LAS OLAS BLVD 21ST FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033301
ReturnHeader/PreparerPersonGrp/PhoneNum03059959600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRISTEN DUNMIRE
ReturnHeader/ReturnTs02025-11-10T08:36:20-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.72$0.55$0.17
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$6.69$0.03$6.66$0.58$0.53$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.75$0.03$6.72$0.16$0.50$0.67
2021Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$1.48$0.53$0.95
2020Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$1.44$0.28$1.16
2019Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.82$0.27$0.55
2018Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.41$0.35$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.64$0.22$0.42
2016Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.87$0.19$0.68
2015Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.77$0.27$0.50
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.33$0.16$0.18
2013Summary only. Only limited summary data is available for this year.$3.69$0.00$0.53$0.28$0.25
2012Summary only. Only limited summary data is available for this year.$3.57$0.00$0.40$0.20$0.19
2011Summary only. Only limited summary data is available for this year.$3.38$0.00$0.21$0.20$0.00