Civic Intelligence

The Litchfield Foundation

990 • Fiscal year 2017 • EIN 47-2488698

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

1000 4th St No 875San Rafael, CA 94901

(415) 459-2000

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

99th percentile

1818%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Up

$105,500

Up $100,000 (+1818%) from 2016

Net Assets

Up

$105,500

Up $100,000 (+1818%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$100,000

Up $100,000 from 2016

Expenses

Flat

$0

Flat from 2016

Net Income

Up

$100,000

Up $100,000 from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $5,500Liabilities 2015: $0Net Assets 2015: $5,5002015Assets 2016: $5,500Liabilities 2016: $0Net Assets 2016: $5,5002016Assets 2017: $105,500Liabilities 2017: $0Net Assets 2017: $105,5002017Assets 2018: $1,218,892Liabilities 2018: $0Net Assets 2018: $1,218,8922018Assets 2019: $1,246,260Liabilities 2019: $72,829Net Assets 2019: $1,173,4312019Assets 2020: $1,294,829Liabilities 2020: $150,525Net Assets 2020: $1,144,3042020Assets 2021: $1,436,397Liabilities 2021: $247,050Net Assets 2021: $1,189,3472021Assets 2022: $1,327,659Liabilities 2022: $0Net Assets 2022: $1,327,6592022Assets 2023: $1,440,208Liabilities 2023: $153,393Net Assets 2023: $1,286,8152023Assets 2024: $2,529,472Liabilities 2024: $249,189Net Assets 2024: $2,280,2832024

Highlighted filing

2017

Assets$105,500
Liabilities$0
Net Assets$105,500

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $5,500Expenses 2015: $0Net Income 2015: $5,5002015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $100,000Expenses 2017: $0Net Income 2017: $100,0002017Revenue 2018: $1,127,999Expenses 2018: $10,240Net Income 2018: $1,117,7592018Revenue 2019: $33,295Expenses 2019: $78,756Net Income 2019: -$45,4612019Revenue 2020: $52,630Expenses 2020: $81,757Net Income 2020: -$29,1272020Revenue 2021: $118,097Expenses 2021: $73,054Net Income 2021: $45,0432021Revenue 2022: $237,368Expenses 2022: $99,056Net Income 2022: $138,3122022Revenue 2023: $41,450Expenses 2023: $82,294Net Income 2023: -$40,8442023Revenue 2024: $1,089,792Expenses 2024: $96,324Net Income 2024: $993,4682024

Highlighted filing

2017

Revenue$100,000
Expenses$0
Net Income$100,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$100,000
Mission and Program Overview

Mission

To assist underserved and/or disadvantaged persons and groups through education and recreation programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,500$105,500▲ $100,000
Rtn Earn Endowment Incm Other Fnds$5,500$105,500▲ $100,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,500$105,500▲ $100,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,500$105,500▲ $100,000
Total Liabilities and Net Assets / Fund Balance$5,500$105,500▲ $100,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Perry LitchfieldBoard Member
Charles LitchfieldManaging Director
Revenue and Support

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$100,000
Change in Net Assets
$100,000
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
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, Part VI, Section B, Line 11B

Reviewed at b.o.d. Meeting

Form 990, Part VI, Section C, Line 19

PROVIDED UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The Litchfield Foundation
EIN
47-2488698
Phone
4154592000
Address
1000 4TH ST NO 875, SAN RAFAEL, CA 94901

Signing Officer

Name
Charles Litchfield
Title
Managing Director
Phone
4154592000
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Litchfield
Formed
2014
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Spmcpa Inc
Address
1000 FOURTH ST STE 875, SAN RAFAEL, CA 94901
Preparer
Steven P Miller CPA
Phone
4154829306
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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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