Civic Intelligence

Alta Charitable Foundation

990EZ • Fiscal year 2023 • EIN 85-3912169

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 22, 2024

Refreshing map…

200 Congress Avenue 29AAustin, TX 78701

(512) 851-1411

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

99th percentile

1199%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

168%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$34,843

Flat from 2023

Net Assets

$34,843

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$73,480

Flat from 2023

Expenses

Flat

$41,320

Flat from 2023

Net Income

Flat

$32,160

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2022: $2,683Liabilities 2022: $02022Assets 2023: $34,843Liabilities 2023: $0Net Assets 2023: $34,8432023Assets 2023: $34,843Liabilities 2023: $02023Assets 2024: $26,691Liabilities 2024: $0Net Assets 2024: $26,6912024

Highlighted filing

2023

Assets$34,843
Liabilities$0
Net Assets$34,843

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2022: $27,388Expenses 2022: $37,641Net Income 2022: -$10,2532022Revenue 2023: $73,480Expenses 2023: $41,320Net Income 2023: $32,1602023Revenue 2023: $73,480Expenses 2023: $41,320Net Income 2023: $32,1602023Revenue 2024: $27,611Expenses 2024: $29,563Net Income 2024: -$1,9522024

Highlighted filing

2023

Revenue$73,480
Expenses$41,320
Net Income$32,160
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 22, 2024
Return Version
2023v5.1
Gross Receipts
$73,480
Mission and Program Overview

Mission

To assist ALTA pursue its mission.

To help ALTA pursue its mission

Program Services

DescriptionGrantsExpenses
The ACF 501(c)3 organization founded on 10/22/20, to provide communities-at-large with leaders and resources to promote quality practice and guidance in the field of dyslexia.$73,480$41,319
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNNE FITZHUGHPresidentPT$0--
KATHY TENNEYSecretaryPT$0--
ANGELA WILLIAMSTreasurerPT$0--
GENEVIEVE SHRYERCo Chair ScholarshipPT$0--
KARA LEECo Chair ScholarshipsPT$0--
LIBBY GRAFABoard MemberPT$0--
MARGARET DE TULLIOBoard MemberPT$0--
MELISSA DODDBoard MemberPT$0--
PAULINE NOVAKBoard MemberPT$0--
TRACI BARRIENTOSBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Alta Charitable Foundation
EIN
85-3912169
Address
200 CONGRESS AVENUE 29A, AUSTIN, TX 78701

Signing Officer

Name
Lynne Fitzhugh
Title
President
Phone
7199641008
Signed
2024-07-22
Discuss with paid preparer
No

Preparer

Firm
AR2 Investments LLC
Address
3600 Wabeek Lake Dr W, Bloomfield Hills, MI 48302
Preparer
Amitava Chakraborty
Phone
8123441441
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Scholarships Awarded Grantee Various Amount 9,320

Description of other expenses Part I line 16

Description AmountBank Charges & Fees 861Office Supplies & Software 837Other Business Expenses 121Insurance 1,453Roundoff Adjustment 1

Raw XML Appendix180 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BARTON CPA PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum05128511411
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 CONGRESS AVENUE 29A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02683
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034843
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053955
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032160
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt028719
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02683
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034843
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09320
IRS990EZ/GrossReceiptsAmt073480
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02683
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034843
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02683
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034843
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNNE FITZHUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY TENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GENEVIEVE SHRYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KARA LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LIBBY GRAFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARGARET DE TULLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MELISSA DODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAULINE NOVAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TRACI BARRIENTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO CHAIR SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO CHAIR SCHOLARSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt03273
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help ALTA pursue its mission
IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramServiceRevenueAmt019525
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The ACF 501(c)3 organization founded on 10/22/20, to provide communities-at-large with leaders and resources to promote quality practice and guidance in the field of dyslexia.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt073480
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041319
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041320
IRS990EZ/TotalProgramServiceExpensesAmt041319
IRS990EZ/TotalRevenueAmt073480
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.altacharitable.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096279
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019525
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt019525
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0115804
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012936
IRS990ScheduleA/Total509Grp/TotalAmt0115804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0115804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships Awarded Grantee Various Amount 9,320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Charges & Fees 861Office Supplies & Software 837Other Business Expenses 121Insurance 1,453Roundoff Adjustment 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE FITZHUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07199641008
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALTA
ReturnHeader/Filer/EIN0853912169
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 CONGRESS AVENUE 29A
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474271722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AR2 Investments LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03600 Wabeek Lake Dr W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomfield Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048302
ReturnHeader/PreparerPersonGrp/PhoneNum08123441441
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMITAVA CHAKRABORTY
ReturnHeader/ReturnTs02024-07-22T00:32:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FITZHUGH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings