Civic Intelligence

Karen and Herbert Lotman Foundation

990PF • Fiscal year 2016 • EIN 22-2429821

Dec 01, 2015 to Nov 30, 2016 • Filed on Jan 30, 2017

Organization Profile
100 Front Street Suite 300West Conshohocken, PA 19428-2894

(610) 234-0090

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-162%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

7th percentile

-16%

Faster asset growth than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-65%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,620,527

Down $484,909 (-16%) from 2015

Net Assets

Down

$2,620,326

Down $285,110 (-9.8%) from 2015

Liabilities

Down

$201

Down $199,799 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin5th percentile

Revenue

Down

$141,278

Down $262,480 (-65%) from 2015

Expenses

Down

$370,330

Down $1,051,030 (-74%) from 2015

Net Income

Up

-$229,052

Up $788,550 (+77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,067,500Liabilities 2011: $02011Assets 2012: $5,766,698Liabilities 2012: $1,250,000Net Assets 2012: $4,516,6982012Assets 2013: $5,361,346Liabilities 2013: $421,2912013Assets 2014: $4,530,011Liabilities 2014: $210,0002014Assets 2015: $3,105,436Liabilities 2015: $200,000Net Assets 2015: $2,905,4362015Assets 2016: $2,620,527Liabilities 2016: $201Net Assets 2016: $2,620,3262016Assets 2017: $2,690,801Liabilities 2017: $101Net Assets 2017: $2,690,7002017Assets 2018: $2,689,853Liabilities 2018: $0Net Assets 2018: $2,689,8532018Assets 2019: $2,996,082Liabilities 2019: $0Net Assets 2019: $2,996,0822019Assets 2020: $3,071,848Liabilities 2020: $0Net Assets 2020: $3,071,8482020Assets 2021: $3,107,809Liabilities 2021: $02021Assets 2022: $1,688,913Liabilities 2022: $0Net Assets 2022: $1,688,9132022Assets 2023: $1,532,985Liabilities 2023: $0Net Assets 2023: $1,532,9852023Assets 2024: $1,490,487Liabilities 2024: $0Net Assets 2024: $1,490,4872024

Highlighted filing

2016

Assets$2,620,527
Liabilities$201
Net Assets$2,620,326
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,965,760Expenses 2011: $1,720,343Net Income 2011: $3,245,4172011Expenses 2012: $3,497,0952012Revenue 2013: $173,328Expenses 2013: $661,313Net Income 2013: -$487,9852013Revenue 2014: $309,150Expenses 2014: $1,021,057Net Income 2014: -$711,9072014Revenue 2015: $403,758Expenses 2015: $1,421,360Net Income 2015: -$1,017,6022015Revenue 2016: $141,278Expenses 2016: $370,330Net Income 2016: -$229,0522016Revenue 2017: $65,131Expenses 2017: $300,842Net Income 2017: -$235,7112017Revenue 2018: $124,129Expenses 2018: $5,881Net Income 2018: $118,2482018Revenue 2019: $93,843Expenses 2019: $16,692Net Income 2019: $77,1512019Revenue 2020: $145,678Expenses 2020: $244,046Net Income 2020: -$98,3682020Revenue 2021: $356,001Expenses 2021: $305,833Net Income 2021: $50,1682021Revenue 2022: $259,699Expenses 2022: $1,072,469Net Income 2022: -$812,7702022Revenue 2023: $160,390Expenses 2023: $384,640Net Income 2023: -$224,2502023Revenue 2024: $150,330Expenses 2024: $291,502Net Income 2024: -$141,1722024

Highlighted filing

2016

Revenue$141,278
Expenses$370,330
Net Income-$229,052
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN LOTMANPresidentPT$0--
GEORGE GINADERAss'T Secr/TPT$0--
JEFFREY LOTMANTreasurerPT$0--
SHELLY LOTMAN FISHERSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Karen and Herbert Lotman Foundation
EIN
22-2429821
Phone
6102340090
Address
100 FRONT STREET SUITE 300, WEST CONSHOHOCKEN, PA 19428-2894

Signing Officer

Name
Shelly Lotman Fisher
Title
Secretary
Phone
6102340090
Signed
2017-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Ginader Jones & Co Llp
Address
1 HIGHLANDS BOULEVARD SUITE 201, ARCHBALD, PA 18403-1506
Preparer
Michael a Lawrence
Phone
5703473377
Raw XML Appendix347 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05958413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07703094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08905890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0367830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.229641
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0367830
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0367830
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0367830
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHELLY LOTMAN FISHER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 FRONT ST SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST CONSHOHOCKEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019428
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06102340090
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DIRECT CONTRIBUTIONS TO QUALIFIED CHARITIES (SEE SCHEDULE)
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER SHOULD BE SENT STATING THE GRANT REQUEST, THE REASON THE FUNDS ARE NEEDED, AND THE PURPOSE FOR WHICH THE FUNDS WILL BE USED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SHELLY LOTMAN FISHER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06102340090
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0100 FRONT ST SUITE 300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WEST CONSHOHOCKEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019043
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AUGUST 31ST OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0364000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MACULA VISION RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0MACULA VISION RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE TOWER BRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0100 FRONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST CONSHOHOCKEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019428
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0364000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0119316
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0119316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01248633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0790098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0355813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01854027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01259912
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01259912
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04497085
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0248514
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01248633
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0790098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0355813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01854027
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0367830
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0248514
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05756997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05508483
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt056061
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS, MARKETABLE SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCRUED EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0201
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01388
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ACCOUNTING AND TAX PREP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01388
TaxesSchedule/TaxesDetail/Amt01112
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY LOTMAN FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06102340090
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAREN AND HERBERT LOTMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KARE
ReturnHeader/Filer/EIN0222429821
ReturnHeader/Filer/PhoneNum06102340090
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 FRONT STREET SUITE 300
ReturnHeader/Filer/USAddress/CityNm0WEST CONSHOHOCKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0194282894
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231925864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GINADER JONES & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 HIGHLANDS BOULEVARD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCHBALD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0184031506
ReturnHeader/PreparerPersonGrp/PhoneNum05703473377
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A LAWRENCE
ReturnHeader/ReturnTs02017-02-10T11:27:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,620,527
Liabilities
$201
Net assets
$2,620,326
Revenue
$141,278
Expenses
$370,330
Net income
-$229,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.15$0.29$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.16$0.38$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.26$1.07$0.81
2021Summary only. Only limited summary data is available for this year.$3.11$0.00$0.36$0.31$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.15$0.24$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.09$0.02$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.12$0.01$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.07$0.30$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.14$0.37$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.20$2.91$0.40$1.42$1.02
2014Summary only. Only limited summary data is available for this year.$4.53$0.21$0.31$1.02$0.71
2013Summary only. Only limited summary data is available for this year.$5.36$0.42$0.17$0.66$0.49
2012Detailed filing. Detailed filing data is available for this year.$5.77$1.25$4.52$3.50
2011Summary only. Only limited summary data is available for this year.$7.07$0.00$4.97$1.72$3.25