Civic Intelligence

Greentree Fund

EIN 23-7065240 • Houston, TX

5130 Green TreeHouston, TX 77056
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-3.2%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$4,560,087

Up $359,496 (+8.6%) from 2023

Liabilities

Down

$425

Down $88 (-17%) from 2023

Net Assets

Up

$4,559,662

Up $359,584 (+8.6%) from 2023

Revenue

Up

$999,878

Up $689,175 (+222%) from 2023

Expenses

Up

$640,347

Up $135,747 (+27%) from 2023

Net Income

Up

$359,531

Up $553,428 (+285%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2021: $4,537,413Liabilities 2021: $0Net Assets 2021: $4,537,4132021Assets 2022: $4,393,975Liabilities 2022: $0Net Assets 2022: $4,393,9752022Assets 2023: $4,200,591Liabilities 2023: $513Net Assets 2023: $4,200,0782023Assets 2024: $4,560,087Liabilities 2024: $425Net Assets 2024: $4,559,6622024

Highlighted filing

2024

Assets$4,560,087
Liabilities$425
Net Assets$4,559,662

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2021: $386,833Expenses 2021: $360,216Net Income 2021: $26,6172021Revenue 2022: $336,295Expenses 2022: $479,733Net Income 2022: -$143,4382022Revenue 2023: $310,703Expenses 2023: $504,600Net Income 2023: -$193,8972023Revenue 2024: $999,878Expenses 2024: $640,347Net Income 2024: $359,5312024

Highlighted filing

2024

Revenue$999,878
Expenses$640,347
Net Income$359,531

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 3, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY C ALLENTrustee-$0--
WILSON G ALLENTrustee-$0--
EDWARD R ALLEN IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Greentree Fund
EIN
23-7065240
Phone
7136221295
Address
5130 GREEN TREE, HOUSTON, TX 77056

Signing Officer

Name
Nancy C Allen
Title
Trustee
Phone
7136221295
Signed
2025-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
920 5TH AVENUE SUITE 2800, SEATTLE, WA 98104
Preparer
Sue Robison
Phone
2062814444
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-15
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2115041
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142849
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2115041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1EAGLE INCOME APPRECIATION PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EAGLE INCOME APPRECIATION PARTNERS, LP

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