Civic Intelligence

Lichtman Foundation C/O Mr John J Lichtman

990PF • Fiscal year 2023 • EIN 22-6034110

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

P O Box 3531Woodbridge, CT 06525

(203) 878-2421

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-40%

Higher net margin than 15% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-2.2%

Faster asset growth than 44% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

228%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$177,444

Down $3,942 (-2.2%) from 2022

Net Assets

Down

$177,444

Down $3,942 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$9,780

Up $6,797 (+228%) from 2022

Expenses

Down

$13,722

Down $1,060 (-7.2%) from 2022

Net Income

Up

-$3,942

Up $7,857 (+67%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $271,021Liabilities 2011: $02011Assets 2012: $291,410Liabilities 2012: $02012Assets 2013: $262,621Liabilities 2013: $0Net Assets 2013: $262,6212013Assets 2014: $359,060Liabilities 2014: $0Net Assets 2014: $359,0602014Assets 2015: $315,314Liabilities 2015: $0Net Assets 2015: $315,3142015Assets 2016: $289,698Liabilities 2016: $0Net Assets 2016: $289,6982016Assets 2017: $270,082Liabilities 2017: $0Net Assets 2017: $270,0822017Assets 2018: $242,263Liabilities 2018: $0Net Assets 2018: $242,2632018Assets 2019: $228,013Liabilities 2019: $0Net Assets 2019: $228,0132019Assets 2020: $194,415Liabilities 2020: $0Net Assets 2020: $194,4152020Assets 2021: $193,185Liabilities 2021: $0Net Assets 2021: $193,1852021Assets 2022: $181,386Liabilities 2022: $0Net Assets 2022: $181,3862022Assets 2023: $177,444Liabilities 2023: $0Net Assets 2023: $177,4442023Assets 2024: $169,855Liabilities 2024: $0Net Assets 2024: $169,8552024

Highlighted filing

2023

Assets$177,444
Liabilities$0
Net Assets$177,444

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $148,216Expenses 2011: $198,719Net Income 2011: -$50,5032011Revenue 2012: $147,400Expenses 2012: $127,011Net Income 2012: $20,3892012Revenue 2013: $190,104Expenses 2013: $218,893Net Income 2013: -$28,7892013Revenue 2014: $254,870Expenses 2014: $158,431Net Income 2014: $96,4392014Revenue 2015: $5,089Expenses 2015: $48,835Net Income 2015: -$43,7462015Revenue 2016: $3,569Expenses 2016: $29,185Net Income 2016: -$25,6162016Revenue 2017: $6,536Expenses 2017: $26,152Net Income 2017: -$19,6162017Revenue 2018: $4,263Expenses 2018: $40,919Net Income 2018: -$36,6562018Revenue 2019: $5,729Expenses 2019: $19,979Net Income 2019: -$14,2502019Revenue 2020: $8,029Expenses 2020: $41,627Net Income 2020: -$33,5982020Revenue 2021: $13,491Expenses 2021: $14,721Net Income 2021: -$1,2302021Revenue 2022: $2,983Expenses 2022: $14,782Net Income 2022: -$11,7992022Revenue 2023: $9,780Expenses 2023: $13,722Net Income 2023: -$3,9422023Revenue 2024: $7,437Expenses 2024: $15,026Net Income 2024: -$7,5892024

Highlighted filing

2023

Revenue$9,780
Expenses$13,722
Net Income-$3,942
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL LICHTMANTrustee-$0--
JOHN LICHTMANTrustee-$0--
SHIRLEY LICHTMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lichtman Foundation
EIN
22-6034110
Phone
2038782421
Address
P O BOX 3531, WOODBRIDGE, CT 06525

Signing Officer

Name
John Lichtman
Title
Director
Phone
2038782421
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Cironefriedberg Llp
Address
6 RESEARCH DRIVE 450, SHELTON, CT 06484
Preparer
Sandra D Callanan CPA
Phone
2033665876
Raw XML Appendix358 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/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN J LICHTMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 3531
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOODBRIDGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006526
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02038782421
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FEDERATION OF METROWEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH VOCATIONAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0910 ROUTE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1910 ROUTE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WHIPPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WHIPPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007981
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107981
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt010721
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02543
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036296
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02543
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013231
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02510
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063281
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060771
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt095084
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RECEIVABLE FROM J. LICHTMAN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt095084
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt095084
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0431
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1456
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0431
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1456
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LICHTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02038782421
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LICHTMAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MR JOHN J LICHTMAN
ReturnHeader/Filer/BusinessNameControlTxt0LICH
ReturnHeader/Filer/EIN0226034110
ReturnHeader/Filer/PhoneNum02038782421
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3531
ReturnHeader/Filer/USAddress/CityNm0WOODBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006525
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061533315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CIRONEFRIEDBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 RESEARCH DRIVE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02033665876
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA D CALLANAN CPA
ReturnHeader/ReturnTs02024-05-14T10:30:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LICHTMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.07$0.15$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.14$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.03$0.15$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.13$0.15$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.08$0.42$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.06$0.20$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.04$0.41$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.07$0.26$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.04$0.29$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.05$0.49$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$2.55$1.58$0.96
2013Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$1.90$2.19$0.29
2012Summary only. Only limited summary data is available for this year.$2.91$0.00$1.47$1.27$0.20
2011Summary only. Only limited summary data is available for this year.$2.71$0.00$1.48$1.99$0.51