Civic Intelligence

Altman Fund

990PF • Fiscal year 2018 • EIN 23-7061964

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization Profile
5051 Klingle Street NWWashington, DC 20016

(202) 244-5411

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$20,793

No earlier filing loaded for comparison.

Net Assets

$20,793

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

$18,624

No earlier filing loaded for comparison.

Expenses

$24,373

No earlier filing loaded for comparison.

Net Income

-$5,749

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2018: $20,793Liabilities 2018: $0Net Assets 2018: $20,7932018Assets 2019: $14,545Liabilities 2019: $0Net Assets 2019: $14,5452019Assets 2020: $14,121Liabilities 2020: $0Net Assets 2020: $14,1212020Assets 2021: $13,359Liabilities 2021: $0Net Assets 2021: $13,3592021Assets 2022: $20,887Liabilities 2022: $929Net Assets 2022: $19,9582022Assets 2023: $21,246Liabilities 2023: $0Net Assets 2023: $21,2462023Assets 2024: $10,763Liabilities 2024: $0Net Assets 2024: $10,7632024

Highlighted filing

2018

Assets$20,793
Liabilities$0
Net Assets$20,793
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KRevenue 2018: $18,624Expenses 2018: $24,373Net Income 2018: -$5,7492018Revenue 2019: $776Expenses 2019: $7,024Net Income 2019: -$6,2482019Revenue 2020: $2,026Expenses 2020: $2,450Net Income 2020: -$4242020Revenue 2021: $1,718Expenses 2021: $2,480Net Income 2021: -$7622021Revenue 2022: $8,144Expenses 2022: $1,545Net Income 2022: $6,5992022Revenue 2023: $2,582Expenses 2023: $1,294Net Income 2023: $1,2882023Revenue 2024: $697Expenses 2024: $11,180Net Income 2024: -$10,4832024

Highlighted filing

2018

Revenue$18,624
Expenses$24,373
Net Income-$5,749
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan R AltmanPresident-$0--
Robert A AltmanTreasurer-$0--
Robert A AltmanSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Altman Fund
EIN
23-7061964
Phone
2022445411
Address
5051 Klingle Street NW, Washington, DC 20016

Signing Officer

Name
Susan R Altman
Title
President
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Jacqueline K Lorsong CPA
Address
13890 Rover Mill Road, West Friendship, MD 21794-9741
Preparer
Jacqueline K Lorsong
Phone
3018545003
Raw XML Appendix329 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Susan R Altman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert A Altman
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt040 Rector Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11730 M Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2850 7th Ave Ste 506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33500 Woodley Road NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43900 Stansbury Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53101 Wisconsin Ave NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Sherman Oaks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520016
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02329
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021585
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025277
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025277
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0104780
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021311
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021585
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014970
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023640
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021311
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0130057
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108746
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment account fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0300
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/CategoryTxt0US Excise tax
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan R Altman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Altman Fund
ReturnHeader/Filer/BusinessNameControlTxt0ALTM
ReturnHeader/Filer/EIN0237061964
ReturnHeader/Filer/PhoneNum02022445411
ReturnHeader/Filer/USAddress/AddressLine1Txt05051 Klingle Street NW
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521965935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jacqueline K Lorsong CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013890 Rover Mill Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Friendship
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0217949741
ReturnHeader/PreparerPersonGrp/PhoneNum03018545003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacqueline K Lorsong
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-11T07:49:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,793
Liabilities
$0
Net assets
$20,793
Revenue
$18,624
Expenses
$24,373
Net income
-$5,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.70$11.2$10.5
2023Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$2.58$1.29$1.29
2022Detailed filing. Detailed filing data is available for this year.$20.9$0.93$20.0$8.14$1.55$6.60
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.72$2.48$0.76
2020Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$2.03$2.45$0.42
2019Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.78$7.02$6.25
2018Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$18.6$24.4$5.75