Civic Intelligence

The Morris & Bessie Altman Foundation C/O Peter Stern

EIN 03-0323120 • Shelburne, VT

PO Box 458Shelburne, VT 05482
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

90th percentile

60%

Higher net margin than 90% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

51st percentile

3.9%

Faster asset growth than 51% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

21%

Faster revenue growth than 65% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,009,074

Up $300,420 (+3.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$7,946,044

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin90th percentile

Revenue

Up

$2,323,880

Up $403,597 (+21%) from 2023

Expenses

Down

$931,531

Down $7,346 (-0.8%) from 2023

Net Income

Up

$1,392,349

Up $410,943 (+42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$10M$5.0M$0Assets 2012: $1,723,780Liabilities 2012: $02012Assets 2013: $3,517,990Liabilities 2013: $02013Assets 2014: $3,725,889Liabilities 2014: $02014Assets 2015: $3,868,809Liabilities 2015: $15,8762015Assets 2020: $2,984,337Liabilities 2020: $02020Assets 2021: $5,725,929Liabilities 2021: $0Net Assets 2021: $5,725,9292021Assets 2022: $6,929,134Liabilities 2022: $1Net Assets 2022: $6,929,1342022Assets 2023: $7,708,654Liabilities 2023: $12023Assets 2024: $8,009,074Liabilities 2024: $0Net Assets 2024: $7,946,0442024

Highlighted filing

2024

Assets$8,009,074
Liabilities$0
Net Assets$7,946,044
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $272,900Expenses 2012: $208,387Net Income 2012: $64,5132012Revenue 2013: $333,130Expenses 2013: $183,561Net Income 2013: $149,5692013Revenue 2014: $539,559Expenses 2014: $331,660Net Income 2014: $207,8992014Revenue 2015: $476,575Expenses 2015: $349,531Net Income 2015: $127,0442015Revenue 2020: $239,977Expenses 2020: $632,796Net Income 2020: -$392,8192020Revenue 2021: $3,243,575Expenses 2021: $501,034Net Income 2021: $2,742,5412021Revenue 2022: $2,082,561Expenses 2022: $600,932Net Income 2022: $1,481,6292022Revenue 2023: $1,920,283Expenses 2023: $938,877Net Income 2023: $981,4062023Revenue 2024: $2,323,880Expenses 2024: $931,531Net Income 2024: $1,392,3492024

Highlighted filing

2024

Revenue$2,323,880
Expenses$931,531
Net Income$1,392,349
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,009,074
Liabilities
$0
Net assets
$7,946,044
Revenue
$2,323,880
Expenses
$931,531
Net income
$1,392,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.01$0.00$7.95$2.32$0.93$1.39
2023Detailed filing. Detailed filing data is available for this year.$7.71$0.00$1.92$0.94$0.98
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.93$0.00$6.93$2.08$0.60$1.48
2021Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$3.24$0.50$2.74
2020Summary only. Only limited summary data is available for this year.$2.98$0.00$0.24$0.63$0.39
2015Summary only. Only limited summary data is available for this year.$3.87$0.02$0.48$0.35$0.13
2014Summary only. Only limited summary data is available for this year.$3.73$0.00$0.54$0.33$0.21
2013Summary only. Only limited summary data is available for this year.$3.52$0.00$0.33$0.18$0.15
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.27$0.21$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAJORIE STERNDirector-$0--
ABBI STERNDirector-$0--
SARENA STERNDirector-$0--
PETER STERNDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Morris & Bessie Altman Foundation
EIN
03-0323120
In Care Of
% PETER STERN
Phone
8029859943
Address
PO Box 458, Shelburne, VT 05482

Signing Officer

Name
Peter Stern
Title
Director
Phone
8029859943
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Danaher Attig & Plante PLC
Address
41 Rye Cr POB 2166, S Burlington, VT 05407-2166
Preparer
Matthew F Johnson
Phone
8023830399
Raw XML AppendixShowing 400 of 1,038 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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