T — Philanthropy, Voluntarism & GrantmakingEIN: 656263328· Ruling Year: 1998

Joseph & Sally Handleman Charitable Foundation Trust C

Key Biscayne, Florida

BHealth Score
63B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org14.15×
Peer Median18.82×
💰
$930K
Total Revenue
📊
$501K
Total Expenses
🏦
$7.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+308.2%
Year-over-year change (2022 → 2023)
Net Margin
+46.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.15
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$929,591↑308%$501,063↓15%$7,089,451↑6%
2022$227,749↓81%$590,587↑20%$6,665,270↓5%
2021$1,198,282↓27%$492,310↑8%$7,026,917↑11%
2020$1,634,765↑135%$454,497↓2%$6,320,946↑23%
2019$697,070↑43%$464,017↑38%$5,143,413↓3%
2014$488,547↓12%$335,108↓5%$5,317,498↑3%
2013$552,799↑100%$352,145↓6%$5,164,059↑4%
2012$276,013↓32%$373,777↓19%$4,963,405↓2%
2011$407,016$461,415$5,061,169

Frequently Asked Questions

What does Joseph & Sally Handleman Charitable Foundation Trust C do?▼

Joseph & Sally Handleman Charitable Foundation Trust C is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Joseph & Sally Handleman Charitable Foundation Trust C financially healthy?▼

Based on our 9-metric Financial Health Score model, Joseph & Sally Handleman Charitable Foundation Trust C has a score of 63/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Joseph & Sally Handleman Charitable Foundation Trust C generate?▼

Revenue data for Joseph & Sally Handleman Charitable Foundation Trust C is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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