Civic Intelligence

Lynn Handleman Charitable Foundation

990PF • Fiscal year 2019 • EIN 65-6263327

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

Organization Profile
PO Box 3610Oakland, CA 94609

(510) 227-8620

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

5th percentile

-110%

Higher net margin than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$8,110,199

Down $1,751,808 (-18%) from 2015

Net Assets

$8,110,199

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin5th percentile

Revenue

Up

$221,602

Up $94,086 (+74%) from 2015

Expenses

Down

$465,044

Down $657,891 (-59%) from 2015

Net Income

Up

-$243,442

Up $751,977 (+76%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2011: $10,880,608Liabilities 2011: $02011Assets 2012: $10,650,001Liabilities 2012: $02012Assets 2013: $10,685,646Liabilities 2013: $02013Assets 2014: $10,857,426Liabilities 2014: $02014Assets 2015: $9,862,007Liabilities 2015: $02015Assets 2019: $8,110,199Liabilities 2019: $0Net Assets 2019: $8,110,1992019Assets 2020: $7,513,968Liabilities 2020: $0Net Assets 2020: $7,513,9682020Assets 2021: $6,750,574Liabilities 2021: $0Net Assets 2021: $6,750,5742021Assets 2022: $5,319,181Liabilities 2022: $0Net Assets 2022: $5,319,1812022Assets 2023: $4,126,510Liabilities 2023: $0Net Assets 2023: $4,126,5102023Assets 2024: $2,804,680Liabilities 2024: $0Net Assets 2024: $2,804,6802024

Highlighted filing

2019

Assets$8,110,199
Liabilities$0
Net Assets$8,110,199
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $373,158Expenses 2011: $626,296Net Income 2011: -$253,1382011Revenue 2012: $407,381Expenses 2012: $637,988Net Income 2012: -$230,6072012Revenue 2013: $726,917Expenses 2013: $691,272Net Income 2013: $35,6452013Revenue 2014: $1,322,818Expenses 2014: $1,151,038Net Income 2014: $171,7802014Revenue 2015: $127,516Expenses 2015: $1,122,935Net Income 2015: -$995,4192015Revenue 2019: $221,602Expenses 2019: $465,044Net Income 2019: -$243,4422019Revenue 2020: $224,396Expenses 2020: $820,627Net Income 2020: -$596,2312020Revenue 2021: $223,662Expenses 2021: $987,056Net Income 2021: -$763,3942021Revenue 2022: $34,964Expenses 2022: $1,466,357Net Income 2022: -$1,431,3932022Revenue 2023: $33,666Expenses 2023: $1,226,337Net Income 2023: -$1,192,6712023Revenue 2024: $586,854Expenses 2024: $1,908,684Net Income 2024: -$1,321,8302024

Highlighted filing

2019

Revenue$221,602
Expenses$465,044
Net Income-$243,442
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT HANDLEMANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Lynn Handleman Charitable Foundation
EIN
65-6263327
Phone
5102278620
Address
PO BOX 3610, OAKLAND, CA 94609

Signing Officer

Name
Scott Handleman
Title
Trustee
Phone
5102278620
Signed
2020-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Lindquist Von Husen & Joyce Llp
Address
301 HOWARD STREET SUITE 850, SAN FRANCISCO, CA 94105
Preparer
Alexis H Wong
Phone
4159579999
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050567
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02054
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0409985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt052696
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0465044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0170841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0221602
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09985
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt052696
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt065044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt098469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-30623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-30623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt067846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02695
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-243442
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08110199
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08353641
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08110199
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0467185
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0467185
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0467185
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0469548
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02363
IRS990PF/DistributableAmountGrp/TotalTaxAmt02363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05923
IRS990PF/FMVAssetsEOYAmt09668511
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08353641
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08110199
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01963929
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01865460
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02964860
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0234
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03075
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03075
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03055850
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03302611
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03838275
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt05923
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03560
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03560
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02986602
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02594390
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02594390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08353641
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08110199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09668511
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08353641
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08110199
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08353641
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08110199
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0341103
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0341103
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0264351
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09533977
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02839092
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06688250
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0143010
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06635
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0469548
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09390967
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09533977
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0AXA ADVISORS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt050567
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01290 AVENUE OF THE AMERICAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0101042702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT HANDLEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 3610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0720531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0721712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0276035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0847488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0882100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01053239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01046948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.076726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.029370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.087692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.085387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.094985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.086198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09390967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09398680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09664328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010330648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011088498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012145899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0409985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.383632
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0409985
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0409985
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0409985
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,110,199
Liabilities
$0
Net assets
$8,110,199
Revenue
$221,602
Expenses
$465,044
Net income
-$243,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.59$1.91$1.32
2023Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.03$1.23$1.19
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.03$1.47$1.43
2021Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.22$0.99$0.76
2020Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.22$0.82$0.60
2019Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.22$0.47$0.24
2015Summary only. Only limited summary data is available for this year.$9.86$0.00$0.13$1.12$1.00
2014Summary only. Only limited summary data is available for this year.$10.9$0.00$1.32$1.15$0.17
2013Summary only. Only limited summary data is available for this year.$10.7$0.00$0.73$0.69$0.04
2012Summary only. Only limited summary data is available for this year.$10.7$0.00$0.41$0.64$0.23
2011Summary only. Only limited summary data is available for this year.$10.9$0.00$0.37$0.63$0.25