Civic Intelligence

The Lisa & Steve Altman Family

EIN 58-2667016 • LA Jolla, CA

9696 LA Jolla Farms RoadLA Jolla, CA 92037
Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

Higher debt load relative to assets than 51% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.01x

Higher debt load relative to revenue than 53% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

29th percentile

-6.9%

Higher net margin than 29% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

29th percentile

-3.8%

Faster asset growth than 29% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

687%

Faster revenue growth than 98% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$936,491

Down $36,927 (-3.8%) from 2023

Liabilities

Up

$4,257

Up $3,379 (+385%) from 2023

Net Assets

Down

$932,234

Down $40,306 (-4.1%) from 2023

Operations
Liabilities / Revenue53rd percentileNet Margin29th percentile

Revenue

Up

$572,115

Up $499,375 (+687%) from 2023

Expenses

Up

$611,403

Up $98,519 (+19%) from 2023

Net Income

Up

-$39,288

Up $400,856 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $765,846Liabilities 2011: $11,0892011Assets 2012: $100,857Liabilities 2012: $11,0892012Assets 2013: $3,387,618Liabilities 2013: $11,0892013Assets 2014: $4,610,675Liabilities 2014: $0Net Assets 2014: $4,610,6752014Assets 2015: $3,609,278Liabilities 2015: $0Net Assets 2015: $3,609,2782015Assets 2016: $1,834,116Liabilities 2016: $0Net Assets 2016: $1,834,1162016Assets 2017: $1,054,620Liabilities 2017: $1,628Net Assets 2017: $1,052,9922017Assets 2018: $2,256,048Liabilities 2018: $0Net Assets 2018: $2,256,0482018Assets 2019: $2,175,534Liabilities 2019: $0Net Assets 2019: $2,175,5342019Assets 2020: $1,533,163Liabilities 2020: $0Net Assets 2020: $1,533,1632020Assets 2021: $1,690,022Liabilities 2021: $548Net Assets 2021: $1,689,4742021Assets 2022: $1,413,673Liabilities 2022: $24Net Assets 2022: $1,413,6492022Assets 2023: $973,418Liabilities 2023: $878Net Assets 2023: $972,5402023Assets 2024: $936,491Liabilities 2024: $4,257Net Assets 2024: $932,2342024

Highlighted filing

2024

Assets$936,491
Liabilities$4,257
Net Assets$932,234
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $528,440Expenses 2011: $956,589Net Income 2011: -$428,1492011Revenue 2012: $18,403Expenses 2012: $683,173Net Income 2012: -$664,7702012Revenue 2013: $3,870,214Expenses 2013: $583,353Net Income 2013: $3,286,8612013Revenue 2014: $2,129,482Expenses 2014: $906,425Net Income 2014: $1,223,0572014Revenue 2015: $128,134Expenses 2015: $1,121,652Net Income 2015: -$993,5182015Revenue 2016: $59,300Expenses 2016: $1,834,462Net Income 2016: -$1,775,1622016Revenue 2017: $184,793Expenses 2017: $964,289Net Income 2017: -$779,4962017Revenue 2018: $1,658,381Expenses 2018: $452,402Net Income 2018: $1,205,9792018Revenue 2019: $762,976Expenses 2019: $843,398Net Income 2019: -$80,4222019Revenue 2020: -$52,924Expenses 2020: $587,839Net Income 2020: -$640,7632020Revenue 2021: $943,019Expenses 2021: $786,708Net Income 2021: $156,3112021Revenue 2022: $469,943Expenses 2022: $743,689Net Income 2022: -$273,7462022Revenue 2023: $72,740Expenses 2023: $512,884Net Income 2023: -$440,1442023Revenue 2024: $572,115Expenses 2024: $611,403Net Income 2024: -$39,2882024

Highlighted filing

2024

Revenue$572,115
Expenses$611,403
Net Income-$39,288
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$936,491
Liabilities
$4,257
Net assets
$932,234
Revenue
$572,115
Expenses
$611,403
Net income
-$39,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.57$0.61$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.07$0.51$0.44
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.47$0.74$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.94$0.79$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.05$0.59$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.76$0.84$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$1.66$0.45$1.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.18$0.96$0.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.06$1.83$1.78
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.13$1.12$0.99
2014Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$2.13$0.91$1.22
2013Summary only. Only limited summary data is available for this year.$3.39$0.01$3.87$0.58$3.29
2012Summary only. Only limited summary data is available for this year.$0.10$0.01$0.02$0.68$0.66
2011Summary only. Only limited summary data is available for this year.$0.77$0.01$0.53$0.96$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA ALTMANPresident-$0--
STEVE ALTMANSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATIONBUILDING FUNDPUBLIC CHARITYLA JOLLA, CA, US$251,018
Paid GrantJUVENILE DIABETES RESEARCH FOUNDATIONGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$181,460
Paid GrantNEUROLAB 360GENERAL FUNDPUBLIC CHARITYENCINITAS, CA, US$75,000
Paid GrantCUREBOUNDGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$52,500
Paid GrantBIG BROTHERS BIG SISTERS OF SAN DIEGOGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$10,000
Paid GrantFARMLINK PROJECTGENERAL FUNDPUBLIC CHARITYLOS ANGELES, CA, US$10,000
Paid GrantMEALS ON WHEELSGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$3,000
Paid GrantCHILDRENS HEART FOUNDATIONGENERAL FUNDPUBLIC CHARITYNORTHBROOK, IL, US$2,500
Paid GrantDIABETES RESEARCH CONNECTIONGENERAL FUNDPUBLIC CHARITYDEL MAR, CA, US$2,500
Paid GrantMILES FOR MOFFITTGENERAL FUNDPUBLIC CHARITYTAMPA, FL, US$2,500
Paid GrantSTAND AMONG FRIENDSGENERAL FUNDPUBLIC CHARITYBOCA RATON, FL, US$2,500
Paid GrantYOUNGSTOWN JEWISH FEDERATIONGENERAL FUNDPUBLIC CHARITYYOUNGSTOWN, OH, US$1,500
Paid GrantSUSAN G KOMENGENERAL FUNDPUBLIC CHARITYCHICAGO, IL, US$1,040
Paid GrantTEMPLE ADAT SHALOMGENERAL FUNDPUBLIC CHARITYPOWAY, CA, US$1,036
Paid GrantJEWISH FEDERATION OF SAN DIEGOGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$1,018
Paid GrantLAWRENCE FAMILY JEWISH COMMUNITY CENTERGENERAL FUNDPUBLIC CHARITYLA JOLLA, CA, US$1,018
Paid GrantMUSEUM OF CONTEMPORARY ARTGENERAL FUNDPUBLIC CHARITYLA JOLLA, CA, US$1,018
Paid GrantALZHEIMER'S ASSOCIATIONGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$1,000
Paid GrantFREEDOMDOGSGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$1,000
Paid GrantJEWISH FAMILY SERVICESGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$518
Paid GrantSEACREST FOUNDATIONGENERAL FUNDPUBLIC CHARITYENCINITAS, CA, US$518
Paid GrantTEMPLE EL EMETHGENERAL FUNDPUBLIC CHARITYYOUNGSTOWN, OH, US$518
Paid GrantPLANNED PARENTHOODGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$516
Paid GrantCHRIS DUDLEY FOUNDATIONGENERAL FUNDPUBLIC CHARITYTURNER, OR, US$500
Paid GrantJUVENILE DIABETES RESEARCH FOUNDATION NEW ENGLANDGENERAL FUNDPUBLIC CHARITYWELLESLEY, MA, US$500
Paid GrantSCLERODERMA FOUNDATIONGENERAL FUNDPUBLIC CHARITYDANVERS, MA, US$500
Paid GrantSIGMA DELTAGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$500
Paid GrantPROMISES2KIDSGENERAL FUNDPUBLIC CHARITYSAN DIEGO, CA, US$250
Paid GrantJUVENILE DIABETES RESEARCH FOUNDATION CANADAGENERAL FUNDPUBLIC CHARITYOTTAWA, ONTARIO, CA$184
Filing and Contact Details

Filer

Filer Name
The Lisa & Steve Altman Family
EIN
58-2667016
Phone
8586250340
Address
9696 LA JOLLA FARMS ROAD, LA JOLLA, CA 92037

Signing Officer

Name
Lisa Altman
Title
President
Phone
8586250340
Signed
2025-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Oliva & Associates Cpas
Address
4350 EXECUTIVE DR STE 350, SAN DIEGO, CA 92121
Preparer
Shelly M Quarisa
Phone
8585540800
Raw XML AppendixShowing 400 of 599 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03404
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0914188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0963518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt019604
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt074700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019604
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-39288
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0604881
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt055096
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0572115
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt454692
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0138
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11975
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL #4128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MERRILL #4128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY #6461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY #6461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHARLES SCHWAB
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2355 EAST JACKSON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2415905 POMERADO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt253970 LOGAN WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt269500 GILMAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27505 GYPSY LANE

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