Civic Intelligence

Abraham and Gertrude Cone Litchman Charitable Trust

EIN 90-0037372 • Encino, CA

16133 Ventura Blvd PhEncino, CA 91436
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$29,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

3.2%

Faster asset growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

32%

Faster revenue growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,905,705

Up $58,376 (+3.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,905,705

No earlier filing loaded for comparison.

Revenue

Up

$228,996

Up $55,460 (+32%) from 2023

Expenses

Up

$170,620

Up $4,479 (+2.7%) from 2023

Net Income

Up

$58,376

Up $50,981 (+689%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,606,489Liabilities 2011: $02011Assets 2012: $1,531,738Liabilities 2012: $0Net Assets 2012: $1,531,7382012Assets 2013: $1,471,403Liabilities 2013: $0Net Assets 2013: $1,471,4032013Assets 2014: $1,417,023Liabilities 2014: $02014Assets 2015: $1,484,496Liabilities 2015: $02015Assets 2019: $1,505,117Liabilities 2019: $02019Assets 2020: $1,610,129Liabilities 2020: $12020Assets 2021: $1,768,706Liabilities 2021: $0Net Assets 2021: $1,768,7062021Assets 2022: $1,839,934Liabilities 2022: $0Net Assets 2022: $1,839,9342022Assets 2023: $1,847,329Liabilities 2023: $12023Assets 2024: $1,905,705Liabilities 2024: $0Net Assets 2024: $1,905,7052024

Highlighted filing

2024

Assets$1,905,705
Liabilities$0
Net Assets$1,905,705

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $49,739Expenses 2011: $176,487Net Income 2011: -$126,7482011Expenses 2012: $131,9152012Revenue 2013: $73,976Expenses 2013: $134,311Net Income 2013: -$60,3352013Revenue 2014: $86,814Expenses 2014: $141,194Net Income 2014: -$54,3802014Revenue 2015: $207,865Expenses 2015: $140,392Net Income 2015: $67,4732015Revenue 2019: $213,769Expenses 2019: $151,221Net Income 2019: $62,5482019Revenue 2020: $262,570Expenses 2020: $157,558Net Income 2020: $105,0122020Revenue 2021: $332,547Expenses 2021: $173,970Net Income 2021: $158,5772021Revenue 2022: $247,698Expenses 2022: $176,470Net Income 2022: $71,2282022Revenue 2023: $173,536Expenses 2023: $166,141Net Income 2023: $7,3952023Revenue 2024: $228,996Expenses 2024: $170,620Net Income 2024: $58,3762024

Highlighted filing

2024

Revenue$228,996
Expenses$170,620
Net Income$58,376

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 24, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRANCE A MALONETrusteePT$29,000-$29,000
Filing and Contact Details

Filer

Filer Name
Abraham and Gertrude Cone Litchman
EIN
90-0037372
Phone
8187037700
Address
16133 VENTURA BLVD PH, ENCINO, CA 91436

Signing Officer

Name
Terrance a Malone
Title
Trustee
Signed
2025-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Northpoint Tax Wealth & Business Co
Address
1661 E Chapman Ave Ste 2A, Fullerton, CA 92831
Preparer
Matt Apodaca CPA RFC
Phone
7148704542
Raw XML Appendix275 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/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029166
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Thompson, Malone, Conti
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034870
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt017435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017435
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0CA ATTORNEY GENERAL REGISTRY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt075
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRANCE A MALONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ABRAHAM AND GERTRUDE CONE LITCHMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ABRA
ReturnHeader/Filer/EIN0900037372
ReturnHeader/Filer/PhoneNum08187037700
ReturnHeader/Filer/USAddress/AddressLine1Txt016133 VENTURA BLVD PH
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091436
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853969430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Northpoint Tax Wealth & Business Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 E Chapman Ave Ste 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07148704542
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matt Apodaca CPA RFC
ReturnHeader/ReturnTs02025-06-24T13:38:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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