Civic Intelligence

The Litman Foundation

990PF • Fiscal year 2019 • EIN 75-2892769

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
3010 Lbj Freeway No 748Dallas, TX 75234

(214) 239-2666

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

2nd percentile

-192%

Higher net margin than 2% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

15th percentile

-3.5%

Faster asset growth than 15% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$34,365,279

Down $1,244,242 (-3.5%) from 2018

Net Assets

Down

$34,363,832

Down $1,245,689 (-3.5%) from 2018

Liabilities

Up

$1,447

Up $1,447 from 2018

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin2nd percentile

Revenue

Down

$747,427

Down $7,194,066 (-91%) from 2018

Expenses

Down

$2,180,582

Down $199,055 (-8.4%) from 2018

Net Income

Down

-$1,433,155

Down $6,995,011 (-126%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$40M$30M$20M$10M$0Assets 2011: $29,046,031Liabilities 2011: $02011Assets 2012: $28,307,077Liabilities 2012: $02012Assets 2013: $29,593,442Liabilities 2013: $02013Assets 2014: $29,161,932Liabilities 2014: $0Net Assets 2014: $29,161,9322014Assets 2015: $28,411,096Liabilities 2015: $0Net Assets 2015: $28,411,0962015Assets 2016: $26,810,381Liabilities 2016: $0Net Assets 2016: $26,810,3812016Assets 2017: $30,128,000Liabilities 2017: $3,639Net Assets 2017: $30,124,3612017Assets 2018: $35,609,521Liabilities 2018: $0Net Assets 2018: $35,609,5212018Assets 2019: $34,365,279Liabilities 2019: $1,447Net Assets 2019: $34,363,8322019Assets 2020: $34,856,819Liabilities 2020: $193Net Assets 2020: $34,856,6262020Assets 2021: $34,911,644Liabilities 2021: $1,349Net Assets 2021: $34,910,2952021Assets 2022: $37,198,129Liabilities 2022: $29Net Assets 2022: $37,198,1002022Assets 2023: $37,744,004Liabilities 2023: $0Net Assets 2023: $37,744,0042023Assets 2024: $37,636,217Liabilities 2024: $0Net Assets 2024: $37,636,2172024

Highlighted filing

2019

Assets$34,365,279
Liabilities$1,447
Net Assets$34,363,832
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,434,052Expenses 2011: $1,565,207Net Income 2011: $868,8452011Revenue 2012: $1,442,006Expenses 2012: $1,549,445Net Income 2012: -$107,4392012Revenue 2013: $3,555,957Expenses 2013: $2,169,592Net Income 2013: $1,386,3652013Revenue 2014: $1,727,177Expenses 2014: $2,158,687Net Income 2014: -$431,5102014Revenue 2015: $1,337,970Expenses 2015: $1,988,806Net Income 2015: -$650,8362015Revenue 2016: $235,637Expenses 2016: $1,853,222Net Income 2016: -$1,617,5852016Revenue 2017: $4,998,300Expenses 2017: $2,037,611Net Income 2017: $2,960,6892017Revenue 2018: $7,941,493Expenses 2018: $2,379,637Net Income 2018: $5,561,8562018Revenue 2019: $747,427Expenses 2019: $2,180,582Net Income 2019: -$1,433,1552019Revenue 2020: $637,646Expenses 2020: $144,852Net Income 2020: $492,7942020Revenue 2021: $2,152,453Expenses 2021: $2,098,784Net Income 2021: $53,6692021Revenue 2022: $4,799,036Expenses 2022: $2,086,853Net Income 2022: $2,712,1832022Revenue 2023: $2,370,732Expenses 2023: $1,910,371Net Income 2023: $460,3612023Revenue 2024: $1,873,769Expenses 2024: $2,058,351Net Income 2024: -$184,5822024

Highlighted filing

2019

Revenue$747,427
Expenses$2,180,582
Net Income-$1,433,155
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID S LITMANPresidentPT$0--
MALIA A LITMANDirectorPT$0--
ROBERT B DIENERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLE GIFT FUNDVARIOUSPUBLIC CHARITIESCINCINNATI, OH, US$2,103,354
Paid GrantMEDICAL STUDENTS FOR CHOICEHUMANITARIANPUBLIC CHARITIESPHILADELPHIA, PA, US$1,000
Paid GrantANTI-DEFAMATION LEAGUEHUMANITARIANPUBLIC CHARITIESNEW YORK, NY, US$280
Filing and Contact Details

Filer

Filer Name
The Litman Foundation
EIN
75-2892769
Phone
2142392666
Address
3010 LBJ FREEWAY NO 748, DALLAS, TX 75234

Signing Officer

Name
David Litman
Title
President
Phone
2142392666
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Carter & Company
Address
4305 MACARTHUR AVE, DALLAS, TX 75209
Preparer
Michael L Carter
Phone
2148800380
Raw XML Appendix393 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/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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/IndividualWithBooksNm0DAVID S LITMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03010 LBJ FREEWAY SUITE 748
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075234
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02142392666
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID MALIA LITMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02142392666
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03010 LBJ FREEWAY SUITE 748
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075234
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID S LITMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MALIA A LITMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02103354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HUMANITARIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HUMANITARIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANTI-DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MEDICAL STUDENTS FOR CHOICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 223623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1605 THIRD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2245 NORTH BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219107
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02104634
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/AppliedToCurrentYearAmt01755348
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01755348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0459525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0358038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0258906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0272260
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01712019
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0363290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0459525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0358038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0258906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0272260
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02118638
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0363290
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01712019
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01348729
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06492
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06492
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0532
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-49213
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-12204
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME (LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc2UBTI FROM PASSTHROUGHS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0532
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-49213
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0532
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-49213
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-12204
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0187466
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON DONATED SECURITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01447
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt038799
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt159
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02905
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt035894
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt159
TaxesSchedule/TaxesDetail/Amt05600
TaxesSchedule/TaxesDetail/Amt120408
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt120408
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LITMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142392666
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LITMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LITM
ReturnHeader/Filer/EIN0752892769
ReturnHeader/Filer/PhoneNum02142392666
ReturnHeader/Filer/USAddress/AddressLine1Txt03010 LBJ FREEWAY NO 748
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075234
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F4EBF2BC15C671F84DF3A890EB6799640178B393
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2AD797603E380B3DA6BB7E841C674C048279E3C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.184.126.234
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:12:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752126048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04305 MACARTHUR AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075209
ReturnHeader/PreparerPersonGrp/PhoneNum02148800380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L CARTER
ReturnHeader/ReturnTs02020-11-16T10:12:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,365,279
Liabilities
$1,447
Net assets
$34,363,832
Revenue
$747,427
Expenses
$2,180,582
Net income
-$1,433,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$1.87$2.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$2.37$1.91$0.46
2022Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$4.80$2.09$2.71
2021Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$2.15$2.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$0.64$0.14$0.49
2019Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$0.75$2.18$1.43
2018Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$7.94$2.38$5.56
2017Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$5.00$2.04$2.96
2016Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$0.24$1.85$1.62
2015Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$1.34$1.99$0.65
2014Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$1.73$2.16$0.43
2013Summary only. Only limited summary data is available for this year.$29.6$0.00$3.56$2.17$1.39
2012Summary only. Only limited summary data is available for this year.$28.3$0.00$1.44$1.55$0.11
2011Summary only. Only limited summary data is available for this year.$29.0$0.00$2.43$1.57$0.87
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $25M-$50M nonprofits