Civic Intelligence

Greentree Fund

990T • Fiscal year 2023 • EIN 23-7065240

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 19, 2024

Organization Profile
5130 Green TreeHouston, TX 77056

(713) 622-1295

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$4,560,087
Liabilities$425
Net Assets$4,559,662
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$999,878
Expenses$640,347
Net Income$359,531
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 19, 2024
Return Version
2022v7.0
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
2024-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
920 5TH AVENUE SUITE 2800, SEATTLE, WA 98104
Preparer
Christopher Kutac
Phone
2062814444
Raw XML Appendix105 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
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0-57853
IRS1041ScheduleD/LTCapitalLossCarryoverAmt059123
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IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS TAXABLE INCOME FROM FLOWTHROUGH ENTITY
IRS990TScheduleA/UBIBeforeNOLDedAmt0-1000
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-1000
IRS990T/SpecificDeductionAmt01000
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IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0387
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
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ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0237065240
ReturnHeader/Filer/PhoneNum07136221295
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-19
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ReturnHeader/ReturnTs02024-03-19T07:21:20-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
-
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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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