Civic Intelligence

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

990PF • Fiscal year 2015 • EIN 46-6631733

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 22, 2016

Organization Profile
715 Twining Road No 214Dresher, PA 19025

(267) 540-8080

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

25th percentile

-4.8%

Faster asset growth than 25% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-37%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$523,510

Down $26,307 (-4.8%) from 2014

Net Assets

Down

$523,510

Down $26,307 (-4.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin71st percentile

Revenue

Down

$244,203

Down $144,844 (-37%) from 2014

Expenses

Up

$210,342

Up $184,989 (+730%) from 2014

Net Income

Down

$33,861

Down $329,833 (-91%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2015

Assets$523,510
Liabilities$0
Net Assets$523,510
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$244,203
Expenses$210,342
Net Income$33,861
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 22, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACKLYN 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 NO 214, DRESHER, PA 19025

Signing Officer

Name
Jaclyn Altman
Title
Trustee
Phone
2675408080
Signed
2016-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Lg Legacy Group LLC
Address
715 TWINING ROAD SUITE 214, DRESHER, PA 19025
Preparer
Linda Guendelsberger CPA
Phone
2675408077
Raw XML Appendix339 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATIONS SHOULD INCLUDE NAME, ADDRESS AND PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DOUGLAS DANIEL ALTMAN CHARITABLE TR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02675408080
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0715 TWINING ROAD STE 214
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DRESHER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019025
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JACKLYN ALTMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SPECIFIC PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ROSWELL PARK ALLIANCE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE CHILDREN'S HOSPITAL OF PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt134TH ST AND CIVIC CENTER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0142400631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119104
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200400
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/AppliedToCurrentYearAmt030131
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02673
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0167596
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0167596
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0167596
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0167596
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02673
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JACLYN ALTMAN CO LG LEGACY GROUP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0715 TWINING ROAD SUITE 214
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DRESHER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019025
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0105692
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0105692
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS STOCKS OF PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt061978
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0STOCK DONATION COST BASIS TAX/BOOK DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MERRILL LYNCH FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03542
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01810
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO ASSET VALUES
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACLYN ALTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02675408080
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-22
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 NO 214
ReturnHeader/Filer/USAddress/CityNm0DRESHER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019025
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/PreparerPersonNm0LINDA GUENDELSBERGER CPA
ReturnHeader/ReturnTs02016-07-25T14:44:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$523,510
Liabilities
$0
Net assets
$523,510
Revenue
$244,203
Expenses
$210,342
Net income
$33,861
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