Civic Intelligence

Jerry and Suzanne M Litner Foundation

990PF • Fiscal year 2018 • EIN 06-1597755

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization Profile
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

88th percentile

0.00x

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.00x

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-293%

Higher net margin than 13% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-64%

Faster asset growth than 8% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-84%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$101,247

Down $180,664 (-64%) from 2017

Net Assets

Down

$101,247

Down $145,685 (-59%) from 2017

Liabilities

Down

$0

Down $34,979 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin13th percentile

Revenue

Down

$49,654

Down $267,506 (-84%) from 2017

Expenses

Up

$195,339

Up $5,940 (+3.1%) from 2017

Net Income

Down

-$145,685

Down $273,446 (-214%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2018

Assets$101,247
Liabilities$0
Net Assets$101,247
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

2018

Revenue$49,654
Expenses$195,339
Net Income-$145,685
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay92nd percentile

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
2018-11-14
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 Appendix350 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/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08608739676
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EAST HADDAM
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1185727
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OAKWOOD FRIENDS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TRUST FOR CONSERVATION INNOVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022 SPACKENKILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1150 POST STREET SUITE 342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0190727
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/AppliedToCurrentYearAmt010522
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0174738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0142109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt039833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0576576
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0180205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0174738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0142109
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039691
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0190727
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0180205
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0576576
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0396371
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/Desc2ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01027
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1232
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1232
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23350
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY LITNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08608739676
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId065153C75F5ED3E082057A11A1962B7A77ABEA9EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D5517E5B0BC551F74D256B5B21F2040A8788F382
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.251.63.131
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:48:54
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/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMBER MONAGHAN
ReturnHeader/ReturnTs02018-11-14T12:03:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,247
Liabilities
$0
Net assets
$101,247
Revenue
$49,654
Expenses
$195,339
Net income
-$145,685
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