Civic Intelligence

Greentree Fund

990PF • Fiscal year 2023 • EIN 23-7065240

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 27, 2024

Organization Profile
5130 Green TreeHouston, TX 77056

(713) 622-1295

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-62%

Higher net margin than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

23rd percentile

-4.4%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-7.6%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,200,591

Down $193,384 (-4.4%) from 2022

Net Assets

Down

$4,200,078

Down $193,897 (-4.4%) from 2022

Liabilities

Up

$513

Up $513 from 2022

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin11th percentile

Revenue

Down

$310,703

Down $25,592 (-7.6%) from 2022

Expenses

Up

$504,600

Up $24,867 (+5.2%) from 2022

Net Income

Down

-$193,897

Down $50,459 (-35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$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

2023

Assets$4,200,591
Liabilities$513
Net Assets$4,200,078
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$310,703
Expenses$504,600
Net Income-$193,897
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 27, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

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
2024-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
920 5TH AVENUE SUITE 2800, SEATTLE, WA 98104
Preparer
Christopher Kutac
Phone
2062814444
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92006-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-05-10

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,200,591
Liabilities
$513
Net assets
$4,200,078
Revenue
$310,703
Expenses
$504,600
Net income
-$193,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$1.00$0.64$0.36
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.31$0.50$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.34$0.48$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.39$0.36$0.03