Civic Intelligence

William and Bertha D Green Foundation

990PF • Fiscal year 2016 • EIN 22-2191519

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 07, 2017

Organization Profile
2535 NW 159th StreetClive, IA 50325

(732) 774-8262

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-6.4%

Faster asset growth than 32% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

270%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$42,693

Down $2,913 (-6.4%) from 2015

Net Assets

$42,693

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin21st percentile

Revenue

Up

$17,768

Up $12,969 (+270%) from 2015

Expenses

Up

$20,681

Up $18,840 (+1023%) from 2015

Net Income

Down

-$2,913

Down $5,871 (-198%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $50,235Liabilities 2011: $02011Assets 2012: $51,234Liabilities 2012: $0Net Assets 2012: $51,2342012Assets 2013: $48,860Liabilities 2013: $0Net Assets 2013: $48,8602013Assets 2014: $42,646Liabilities 2014: $02014Assets 2015: $45,606Liabilities 2015: $02015Assets 2016: $42,693Liabilities 2016: $0Net Assets 2016: $42,6932016Assets 2017: $38,559Liabilities 2017: $0Net Assets 2017: $38,5592017Assets 2018: $37,723Liabilities 2018: $0Net Assets 2018: $37,7232018Assets 2019: $36,554Liabilities 2019: $0Net Assets 2019: $36,5542019Assets 2020: $36,837Liabilities 2020: $0Net Assets 2020: $36,8372020Assets 2021: $68,770Liabilities 2021: $0Net Assets 2021: $68,7702021Assets 2022: $73,081Liabilities 2022: $0Net Assets 2022: $73,0812022Assets 2023: $72,822Liabilities 2023: $0Net Assets 2023: $72,8222023Assets 2024: $61,060Liabilities 2024: $0Net Assets 2024: $61,0602024

Highlighted filing

2016

Assets$42,693
Liabilities$0
Net Assets$42,693
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$40K$20K$0-$20KRevenue 2011: $1,750Expenses 2011: $581Net Income 2011: $1,1692011Expenses 2012: $1,1922012Expenses 2013: $4,7922013Revenue 2014: $4,103Expenses 2014: $5,317Net Income 2014: -$1,2142014Revenue 2015: $4,799Expenses 2015: $1,841Net Income 2015: $2,9582015Revenue 2016: $17,768Expenses 2016: $20,681Net Income 2016: -$2,9132016Revenue 2017: $30,234Expenses 2017: $34,368Net Income 2017: -$4,1342017Revenue 2018: $7,224Expenses 2018: $8,060Net Income 2018: -$8362018Revenue 2019: $4,168Expenses 2019: $5,337Net Income 2019: -$1,1692019Revenue 2020: $3,933Expenses 2020: $3,650Net Income 2020: $2832020Revenue 2021: $35,583Expenses 2021: $3,650Net Income 2021: $31,9332021Revenue 2022: $5,639Expenses 2022: $150Net Income 2022: $5,4892022Revenue 2023: $5,731Expenses 2023: $5,833Net Income 2023: -$1022023Revenue 2024: $6,198Expenses 2024: $17,960Net Income 2024: -$11,7622024

Highlighted filing

2016

Revenue$17,768
Expenses$20,681
Net Income-$2,913
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 7, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS GREENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William & Bertha D Green Foundation
EIN
22-2191519
Phone
7327748262
Address
2535 NW 159TH STREET, CLIVE, IA 50325

Signing Officer

Name
Thomas Green
Title
Trustee
Phone
7327748262
Signed
2017-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Brooks Lodden Pc
Address
1441 29TH STREET STE 305, WEST DES MOINES, IA 50266-1357
Preparer
Anthony Wagner
Phone
5152237300
Raw XML Appendix326 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt427666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt515100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt727072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt921054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1119906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BLACK ROCK GLOBAL ALLOCATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EATON VANCE LARGE CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8NOKIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10TIME WARNER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VARIAN MEDICAL SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHARTER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13TIME INC
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03056
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014711
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt017768
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017768
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014711
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03056
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03056
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2913
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014711
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014711
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017768
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0681
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt020681
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01998-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11994-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21998-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc00.825 SHS CHARTER COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100.00 SHS HOME DEPOT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc216.00 SHS TIME WARNER CABLE INC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014711
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2913
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt042693
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt045606
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt042693
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07619
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07619
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07619
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07797
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0178
IRS990PF/DistributableAmountGrp/TotalTaxAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0166351
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05829
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04057
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04057
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt039777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt038636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0162294
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt045606
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt042693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt045606
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt042693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0166351
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt045606
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt042693
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt045606
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt042693
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0158318
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04943
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0153375
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02375
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07797
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0155943
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0158318
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS GREEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02535 NW 159TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.017845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.009477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.003602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0155943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0133173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0117074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0104672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0104653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.089224
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019822
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0178
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02535 NW 159TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050325
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS GREEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum07327748262
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/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SYMON PRODUCTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011911 DOROTHY STREET 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090049
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt07619
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012381
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012381
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012381
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MORGAN STANLEY ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1531
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07327748262
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & BERTHA D GREEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0222191519
ReturnHeader/Filer/PhoneNum07327748262
ReturnHeader/Filer/USAddress/AddressLine1Txt02535 NW 159TH STREET
ReturnHeader/Filer/USAddress/CityNm0CLIVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050325
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421229486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROOKS LODDEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01441 29TH STREET STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502661357
ReturnHeader/PreparerPersonGrp/PhoneNum05152237300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY WAGNER
ReturnHeader/ReturnTs02017-08-14T09:25:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,693
Liabilities
$0
Net assets
$42,693
Revenue
$17,768
Expenses
$20,681
Net income
-$2,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$6.20$18.0$11.8
2023Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$5.73$5.83$0.10
2022Detailed filing. Detailed filing data is available for this year.$73.1$0.00$73.1$5.64$0.15$5.49
2021Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$35.6$3.65$31.9
2020Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$3.93$3.65$0.28
2019Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$4.17$5.34$1.17
2018Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$7.22$8.06$0.84
2017Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$30.2$34.4$4.13
2016Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$17.8$20.7$2.91
2015Summary only. Only limited summary data is available for this year.$45.6$0.00$4.80$1.84$2.96
2014Summary only. Only limited summary data is available for this year.$42.6$0.00$4.10$5.32$1.21
2013Detailed filing. Detailed filing data is available for this year.$48.9$0.00$48.9$4.79
2012Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$1.19
2011Summary only. Only limited summary data is available for this year.$50.2$0.00$1.75$0.58$1.17