Civic Intelligence

Jerry and Suzanne M Litner Foundation

990PF • Fiscal year 2016 • EIN 06-1597755

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

86 Millington RoadEast Haddam, CT 06423-1536

(860) 873-9676

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-304%

Higher net margin than 14% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Asset Growth

8th percentile

-50%

Faster asset growth than 8% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-38%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$116,433

Down $117,323 (-50%) from 2015

Net Assets

$116,433

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$38,743

Down $23,644 (-38%) from 2015

Expenses

Up

$156,438

Up $96,063 (+159%) from 2015

Net Income

Down

-$117,695

Down $119,707 (-5950%) from 2015

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

2016

Assets$116,433
Liabilities$0
Net Assets$116,433

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

2016

Revenue$38,743
Expenses$156,438
Net Income-$117,695
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY LITNERTrustee-$0--
SUZANNE M LITNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jerry & Suzanne M Litner Foundation
EIN
06-1597755
Phone
8608739676
Address
86 MILLINGTON ROAD, EAST HADDAM, CT 06423-1536

Signing Officer

Name
Jerry Litner
Title
Trustee
Phone
8608739676
Signed
2016-11-01
Discuss with paid preparer
Yes

Preparer

Firm
BLUM SHAPIRO & COMPANY PC CPA'S
Address
29 S MAIN STREET PO BOX 272000, WEST HARTFORD, CT 06127-2000
Preparer
Amber Monaghan
Phone
8605614000
Raw XML Appendix362 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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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JERRY LITNER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt086 MILLINGTON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EAST HADDAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0064231536
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08608739676
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JERRY LITNER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08608739676
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt086 MILLINGTON ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EAST HADDAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0064231536
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1142672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OAKWOOD FRIENDS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TRUST FOR CONSERVATION INNOVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SEWARD PARK AUDUBON CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022 SPACKENKILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1150 POST STREET SUITE 342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25902 LAKE WASHINGTON BLVD S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298118
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0153872
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/AppliedToCurrentYearAmt011763
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0415
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0415
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0221633
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0142109
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt039691
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0153872
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0142109
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0222048
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt079939
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MARGIN INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01131
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt182
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2743
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2743
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0372
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX STOCK BASIS ADJUST TO ACTUAL
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1600
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY LITNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08608739676
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY & SUZANNE M LITNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0061597755
ReturnHeader/Filer/PhoneNum08608739676
ReturnHeader/Filer/USAddress/AddressLine1Txt086 MILLINGTON ROAD
ReturnHeader/Filer/USAddress/CityNm0EAST HADDAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0064231536
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061009205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUM SHAPIRO & COMPANY PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 S MAIN STREET PO BOX 272000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0061272000
ReturnHeader/PreparerPersonGrp/PhoneNum08605614000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMBER MONAGHAN
ReturnHeader/ReturnTs02016-11-14T13:51:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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
2016Detailed filing. Detailed filing data is available for this year.$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