Civic Intelligence

Jerry and Suzanne M Litner Foundation

990PF • Fiscal year 2012 • EIN 06-1597755

Jul 01, 2011 to Jun 30, 2012 • Filed on Aug 10, 2012

86 Millington Road06423-1536
Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2012 filings • NTEE T20 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

2012 filings • NTEE T20 • <$500k nonprofits • Source year 2012

Asset Growth

55th percentile

-0.8%

Faster asset growth than 55% of similar nonprofits.

2012 filings • NTEE T20 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$212,217

Down $1,723 (-0.8%) from 2011

Net Assets

$212,217

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$10,163

Down $4,519 (-31%) from 2011

Net Income

-

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.

$300K$200K$100K$0Assets 2011: $213,940Liabilities 2011: $02011Assets 2012: $212,217Liabilities 2012: $0Net Assets 2012: $212,2172012Assets 2013: $233,367Liabilities 2013: $02013Assets 2014: $231,922Liabilities 2014: $02014Assets 2015: $233,756Liabilities 2015: $02015Assets 2016: $116,433Liabilities 2016: $0Net Assets 2016: $116,4332016Assets 2017: $281,911Liabilities 2017: $34,979Net Assets 2017: $246,9322017Assets 2018: $101,247Liabilities 2018: $0Net Assets 2018: $101,2472018Assets 2019: $68,115Liabilities 2019: $0Net Assets 2019: $68,1152019Assets 2020: $13,717Liabilities 2020: $0Net Assets 2020: $13,7172020Assets 2021: $58,884Liabilities 2021: $0Net Assets 2021: $58,8842021Assets 2022: $39,115Liabilities 2022: $0Net Assets 2022: $39,1152022Assets 2023: $24,999Liabilities 2023: $0Net Assets 2023: $24,9992023Assets 2024: $21,094Liabilities 2024: $0Net Assets 2024: $21,0942024Assets 2025: $21,801Liabilities 2025: $0Net Assets 2025: $21,8012025

Highlighted filing

2012

Assets$212,217
Liabilities$0
Net Assets$212,217

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $25,033Expenses 2011: $14,682Net Income 2011: $10,3512011Expenses 2012: $10,1632012Revenue 2013: $34,606Expenses 2013: $9,726Net Income 2013: $24,8802013Revenue 2014: $61,248Expenses 2014: $60,317Net Income 2014: $9312014Revenue 2015: $62,387Expenses 2015: $60,375Net Income 2015: $2,0122015Revenue 2016: $38,743Expenses 2016: $156,438Net Income 2016: -$117,6952016Revenue 2017: $317,160Expenses 2017: $189,399Net Income 2017: $127,7612017Revenue 2018: $49,654Expenses 2018: $195,339Net Income 2018: -$145,6852018Revenue 2019: $39,099Expenses 2019: $72,231Net Income 2019: -$33,1322019Revenue 2020: $5,246Expenses 2020: $59,651Net Income 2020: -$54,4052020Revenue 2021: $71,925Expenses 2021: $26,758Net Income 2021: $45,1672021Revenue 2022: $42Expenses 2022: $19,811Net Income 2022: -$19,7692022Revenue 2023: $4,254Expenses 2023: $18,370Net Income 2023: -$14,1162023Revenue 2024: $3,999Expenses 2024: $7,904Net Income 2024: -$3,9052024Revenue 2025: $3,800Expenses 2025: $3,093Net Income 2025: $7072025

Highlighted filing

2012

Revenue-
Expenses$10,163
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Aug 10, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY LITNERTrustee-$0--
SUZANNE M LITNERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOAKWOOD FRIENDS SCHOOLGENERAL SUPPORTPUBLICPOUGHKEEPSIE, NY, US$5,000
Paid GrantGROUNDS FOR HEALTHGENERAL SUPPORTPUBLICWATERBURY, VT, US$1,000
Filing and Contact Details

Filer

EIN
06-1597755
Raw XML Appendix349 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.

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AccountingFeesSchedule/AccountingFees/Amount03100
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome03100
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0198580
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MERRILL LYNCH INVESTMENTS (SEE STATEMENT 8)
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0242850
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount05099
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount015141
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
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IRS990PF/BalanceSheets/RetainedEarningsBOY0213940
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02000-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-08-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-08-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SHORT-TERM SALES (SEE ATTACHED STATEMENT 7)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1LONG-TERM SALES (SEE ATTACHED STATEMENT 7)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2145 SH GENERAL ELECTRIC CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3155 SH GENERAL ELECTRIC CO
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IRS990PF/DistributableAmount/MinimumInvestmentReturn012247
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0220
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0248664
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances026826
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0221838
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03730
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn012247
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JERRY LITNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SUZANNE M LITNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1086 MILLINGTON GREEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1186 MILLINGTON GREEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0EAST HADDAM
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IRS990PF/QualifyingDistributions/QualifyingDistributions06000
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JERRY LITNER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08608739676
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1086 MILLINGTON ROAD
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JERRY LITNER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08608739676
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1086 MILLINGTON ROAD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0EAST HADDAM
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0064231536
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OAKWOOD FRIENDS SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11GROUNDS FOR HEALTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1022 SPACKENKILL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1192 SOUTH MAIN STREET 2
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0POUGHKEEPSIE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WATERBURY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode012603
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode105676
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear06000
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted012027
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10415
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2019458
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3096878
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4018777
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear501799
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus06027
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY06027
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0131300
IRS990PF/UndistributedIncome/ExcessFromYear10415
IRS990PF/UndistributedIncome/ExcessFromYear2019458
IRS990PF/UndistributedIncome/ExcessFromYear3096878
IRS990PF/UndistributedIncome/ExcessFromYear4014549
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0131300
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0137327
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount06052
OtherDecreasesSchedule/OtherDecreases/Amount1649
OtherDecreasesSchedule/OtherDecreases/Description0DIFFERENCE BETWEEN BOOK AND TAX BASIS
OtherDecreasesSchedule/OtherDecreases/Description1ADJUST TO ACTUAL
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01057
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01057
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount06
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome06
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0061597755
ReturnHeader/Filer/Name/BusinessNameLine10JERRY & SUZANNE M LITNER FOUNDATION
ReturnHeader/Filer/NameControl0JERR
ReturnHeader/Filer/Phone08608739676
ReturnHeader/Filer/USAddress/AddressLine1086 MILLINGTON ROAD
ReturnHeader/Filer/USAddress/City0EAST HADDAM
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0064231536
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-08-10
ReturnHeader/Officer/Name0JERRY LITNER
ReturnHeader/Officer/Phone08608739676
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0061009205
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BLUM SHAPIRO & COMPANY PC CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1029 S MAIN STREET PO BOX 272000
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WEST HARTFORD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0061272000
ReturnHeader/Preparer/Name0FREDERICK J KAPLAN
ReturnHeader/Preparer/Phone08605614000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-04T14:43:47-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.04$0.03$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.04$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.04$0.18$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.00$0.20$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.72$0.27$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.05$0.60$0.54
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.39$0.72$0.33
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.50$1.95$1.46
2017Detailed filing. Detailed filing data is available for this year.$2.82$0.35$2.47$3.17$1.89$1.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.39$1.56$1.18
2015Summary only. Only limited summary data is available for this year.$2.34$0.00$0.62$0.60$0.02
2014Summary only. Only limited summary data is available for this year.$2.32$0.00$0.61$0.60$0.01
2013Summary only. Only limited summary data is available for this year.$2.33$0.00$0.35$0.10$0.25
2012Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.10
2011Summary only. Only limited summary data is available for this year.$2.14$0.00$0.25$0.15$0.10