Civic Intelligence

The Litman Foundation

990PF • Fiscal year 2023 • EIN 75-2892769

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

3010 Lbj Freeway 748Dallas, TX 75234

(214) 239-2666

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

37th percentile

1.5%

Faster asset growth than 37% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$37,744,004

Up $545,875 (+1.5%) from 2022

Net Assets

Up

$37,744,004

Up $545,904 (+1.5%) from 2022

Liabilities

Down

$0

Down $29 (-100%) from 2022

Revenue

Down

$2,370,732

Down $2,428,304 (-51%) from 2022

Expenses

Down

$1,910,371

Down $176,482 (-8.5%) from 2022

Net Income

Down

$460,361

Down $2,251,822 (-83%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$37,744,004
Liabilities$0
Net Assets$37,744,004

Operations Trend

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

2023

Revenue$2,370,732
Expenses$1,910,371
Net Income$460,361
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID S LITMANPresidentPT$0--
MALIA A LITMANDirectorPT$0--
ROBERT B DIENERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Litman Foundation
EIN
75-2892769
Phone
2142392666
Address
3010 LBJ FREEWAY 748, DALLAS, TX 75234

Signing Officer

Name
David Litman
Title
President
Phone
2142392666
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Carter & Company
Address
4300 MACARTHUR AVE STE 200, DALLAS, TX 75209
Preparer
Jeffrey W Mcalister
Phone
2148800380
Raw XML Appendix355 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/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/UnrelatedBusIncmOverLimitInd01
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/Amt01798976
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF BARZILAI MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 223623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1104 WEST 40TH STREET 9TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110018
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01803976
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/AppliedToCurrentYearAmt01811311
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01830528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt046506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034840
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019217
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt062129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt046506
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015623
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01811311
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062129
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt081346
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05402
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05402
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01334
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13365
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME (LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UBTI FROM PASSTHROUGHS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01334
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01334
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13365
OtherIncreasesSchedule/OtherIncreasesDetail/Amt085543
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON DONATED SECURITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt029
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045652
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1152
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt043866
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1152
TaxesSchedule/TaxesDetail/Amt025509
TaxesSchedule/TaxesDetail/Amt127159
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN & STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt127159
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LITMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142392666
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LITMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LITM
ReturnHeader/Filer/EIN0752892769
ReturnHeader/Filer/PhoneNum02142392666
ReturnHeader/Filer/USAddress/AddressLine1Txt03010 LBJ FREEWAY 748
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075234
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883914808
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 MACARTHUR AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075209
ReturnHeader/PreparerPersonGrp/PhoneNum02148800380
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY W MCALISTER
ReturnHeader/ReturnTs02024-11-15T15:40:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

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