Civic Intelligence

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

990PF • Fiscal year 2021 • EIN 46-6631733

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 20, 2022

Organization Profile
715 Twining Road 214Dresher, PA 19025

(267) 540-8080

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

3.7%

Faster asset growth than 50% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-85%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$172,143

Up $6,177 (+3.7%) from 2020

Net Assets

Up

$172,143

Up $6,177 (+3.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Down

$8,241

Down $46,201 (-85%) from 2020

Expenses

Down

$1,911

Down $2,258 (-54%) from 2020

Net Income

Down

$6,330

Down $43,943 (-87%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2021

Assets$172,143
Liabilities$0
Net Assets$172,143
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$8,241
Expenses$1,911
Net Income$6,330
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 20, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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 214, DRESHER, PA 19025

Signing Officer

Name
Jaclyn Altman
Title
Trustee
Phone
2675408080
Signed
2022-06-20
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 Appendix279 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/UndistributedIncomeGrp/TotalCorpusAmt0684228
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0699213
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0153
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO ASSET VALUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01843
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01843
TaxesSchedule/TaxesDetail/Amt068
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt068
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACLYN ALTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02675408080
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-20
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/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/PreparationDt02022-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA GUENDELSBERGER CPA
ReturnHeader/ReturnTs02022-08-23T13:56:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALTMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,143
Liabilities
$0
Net assets
$172,143
Revenue
$8,241
Expenses
$1,911
Net income
$6,330
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