Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 46-6631733

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 05, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-32%

Higher net margin than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-32%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$452,456

Down $51,970 (-10%) from 2016

Net Assets

Down

$452,456

Down $51,970 (-10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin13th percentile

Revenue

Down

$161,698

Down $75,717 (-32%) from 2016

Expenses

Up

$213,734

Up $2,892 (+1.4%) from 2016

Net Income

Down

-$52,036

Down $78,609 (-296%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2017

Assets$452,456
Liabilities$0
Net Assets$452,456
Open 2017 Filing

Operations Trend

Revenue Growth15th 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

2017

Revenue$161,698
Expenses$213,734
Net Income-$52,036
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 5, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-09-05
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 Appendix365 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MS JACLYN ALTMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O LG LEGACY GROUP 715 TWINING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0ROAD STE 214
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DRESHER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02675408080
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE FUNCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CHILDREN'S HOSPITAL OF PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt034TH ST AND CIVIC CENTER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
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/AppliedToCurrentYearAmt030123
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0172098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0167596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0509571
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0169877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0172098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0167596
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0169877
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0509571
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0339694
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DAVID ALTMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1JACLYN ALTMAN CO LG LEGACY GROUP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01075 BLYTH COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1715 TWINING ROAD SUITE 214
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BLUE BELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1DRESHER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019422
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd119025
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06034
OtherIncreasesSchedule/OtherIncreasesDetail/Amt066
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO ASSET VALUES
TaxesSchedule/TaxesDetail/Amt02500
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02500
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACLYN ALTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02675408080
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB5B2A1B62DFC611103E5A15480C9706982D3BD0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09EA2D6F66DDAACE5F9EBA3652337D4ED6B413934
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-09-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:34:56
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/PreparationDt02018-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA GUENDELSBERGER CPA
ReturnHeader/ReturnTs02018-09-13T16:32:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,456
Liabilities
$0
Net assets
$452,456
Revenue
$161,698
Expenses
$213,734
Net income
-$52,036
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