Civic Intelligence

Douglas & Daniel Altman Charitable Trust C/O Lg Legacy Group

EIN 46-6631733 • Dresher, PA

715 Twining Road 214Dresher, PA 19025
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

84th percentile

32%

Faster asset growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

872%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$363,101

Up $87,242 (+32%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$363,101

Up $87,242 (+32%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Up

$116,430

Up $104,446 (+872%) from 2023

Expenses

Down

$4,488

Down $574 (-11%) from 2023

Net Income

Up

$111,942

Up $105,020 (+1517%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$600K$400K$200K$0Assets 2013: $244,891Liabilities 2013: $0Net Assets 2013: $244,8912013Assets 2014: $549,817Liabilities 2014: $0Net Assets 2014: $549,8172014Assets 2015: $523,510Liabilities 2015: $0Net Assets 2015: $523,5102015Assets 2016: $504,426Liabilities 2016: $0Net Assets 2016: $504,4262016Assets 2017: $452,456Liabilities 2017: $0Net Assets 2017: $452,4562017Assets 2018: $308,669Liabilities 2018: $0Net Assets 2018: $308,6692018Assets 2019: $156,346Liabilities 2019: $0Net Assets 2019: $156,3462019Assets 2020: $165,966Liabilities 2020: $0Net Assets 2020: $165,9662020Assets 2021: $172,143Liabilities 2021: $0Net Assets 2021: $172,1432021Assets 2022: $268,902Liabilities 2022: $0Net Assets 2022: $268,9022022Assets 2023: $275,859Liabilities 2023: $0Net Assets 2023: $275,8592023Assets 2024: $363,101Liabilities 2024: $0Net Assets 2024: $363,1012024

Highlighted filing

2024

Assets$363,101
Liabilities$0
Net Assets$363,101
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$200K$0-$200KRevenue 2013: $258,465Expenses 2013: $13,574Net Income 2013: $244,8912013Revenue 2014: $389,047Expenses 2014: $25,353Net Income 2014: $363,6942014Revenue 2015: $244,203Expenses 2015: $210,342Net Income 2015: $33,8612015Revenue 2016: $237,415Expenses 2016: $210,842Net Income 2016: $26,5732016Revenue 2017: $161,698Expenses 2017: $213,734Net Income 2017: -$52,0362017Revenue 2018: $104,409Expenses 2018: $211,325Net Income 2018: -$106,9162018Revenue 2019: $56,161Expenses 2019: $208,484Net Income 2019: -$152,3232019Revenue 2020: $54,442Expenses 2020: $4,169Net Income 2020: $50,2732020Revenue 2021: $8,241Expenses 2021: $1,911Net Income 2021: $6,3302021Revenue 2022: $106,716Expenses 2022: $6,900Net Income 2022: $99,8162022Revenue 2023: $11,984Expenses 2023: $5,062Net Income 2023: $6,9222023Revenue 2024: $116,430Expenses 2024: $4,488Net Income 2024: $111,9422024

Highlighted filing

2024

Revenue$116,430
Expenses$4,488
Net Income$111,942
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$363,101
Liabilities
$0
Net assets
$363,101
Revenue
$116,430
Expenses
$4,488
Net income
$111,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.16$0.04$1.12
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.12$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$1.07$0.07$1.00
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.08$0.02$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.54$0.04$0.50
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.56$2.08$1.52
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$1.04$2.11$1.07
2017Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$1.62$2.14$0.52
2016Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$2.37$2.11$0.27
2015Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$2.44$2.10$0.34
2014Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$3.89$0.25$3.64
2013Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$2.58$0.14$2.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACLYN ALTMANTrustee-$0--
MAXWELL ALTMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Douglas & Daniel Altman Charitable Trust
EIN
46-6631733
Phone
2675408080
Address
715 TWINING ROAD 214, DRESHER, PA 19025

Signing Officer

Name
Jaclyn Altman
Title
Trustee
Phone
2675408080
Signed
2025-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Lg Legacy Group LLC
Address
715 TWINING ROAD SUITE 214, DRESHER, PA 19025
Preparer
Christine Meller CPA
Phone
2675408077
Raw XML Appendix292 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023420
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023420
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0182436
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023420
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0159016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0159016
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0182436
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JACLYN ALTMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04 STONINGTON COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DRESHER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0190251313
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0102786
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0102786
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc05,550 SHARES OF HARTFORD SCHRODERS INTL COMMON STOCK (SCIEX)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Amt124698
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO ASSET VALUES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02533
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02533
TaxesSchedule/TaxesDetail/Amt0455
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0455
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACLYN ALTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02675408080
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOUGLAS & DANIEL ALTMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LG LEGACY GROUP
ReturnHeader/Filer/BusinessNameControlTxt0DOUG
ReturnHeader/Filer/EIN0466631733
ReturnHeader/Filer/PhoneNum02675408080
ReturnHeader/Filer/USAddress/AddressLine1Txt0715 TWINING ROAD 214
ReturnHeader/Filer/USAddress/CityNm0DRESHER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019025
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463435680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LG LEGACY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0715 TWINING ROAD SUITE 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DRESHER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019025
ReturnHeader/PreparerPersonGrp/PhoneNum02675408077
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE MELLER CPA
ReturnHeader/ReturnTs02025-09-29T13:35:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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