Civic Intelligence

Lifchez-Stronach Windfall Foundation

EIN 33-1528585 • 501(c)3 • Orinda, CA

Pub. 78 EligibleNTEE T20

Profile

Distribute money to continue the philanthropic activites conducted by the late raymond lifchex conducted during his lifteime.

17 Eastwood DriveOrinda, CA 94563
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

NTEE T • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

$13,945

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$13,945

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue81st percentileNet Margin100th percentile

Revenue

$13,945

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$13,945

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2024: $13,945Liabilities 2024: $0Net Assets 2024: $13,9452024

Highlighted filing

2024

Assets$13,945
Liabilities$0
Net Assets$13,945
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0Revenue 2024: $13,945Expenses 2024: $0Net Income 2024: $13,9452024

Highlighted filing

2024

Revenue$13,945
Expenses$0
Net Income$13,945
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,945
Liabilities
$0
Net assets
$13,945
Revenue
$13,945
Expenses
$0
Net income
$13,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.00$13.9$13.9$0.00$13.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 16, 2025
Return Version
2024v5.0
Gross Receipts
$13,945
Mission and Program Overview

Mission

Distribute money to continue the philanthropic activites conducted by the late raymond lifchex conducted during his lifteime.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$13,945-
Total Assets$0$13,945▲ $13,945
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$13,945-
Total Net Assets Fund Balance$0$13,945▲ $13,945
Total Liabilities and Net Assets / Fund Balance$0$13,945▲ $13,945
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Douglas TreterPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$13,945
Other Revenue
$0
Change in Net Assets
$13,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Lifchez-stronach Windfall
EIN
33-1528585
Address
17 EASTWOOD DRIVE, ORINDA, CA 94563

Signing Officer

Name
Douglas Treter
Title
President
Phone
5105991498
Signed
2025-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Treter
Formed
2024
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Rhw Cpas
Address
2300 CONTRA COSTA BLVD STE 100, PLEASANT HILL, CA 94523-3931
Preparer
Amy Fackler CPA
Phone
6143449381
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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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