Civic Intelligence

Burt and Penny Greer Trust

EIN 45-4276040 • Northridge, CA

9810 Aura AvenueNorthridge, CA 91324
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-110%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$1,203

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-6.2%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$355,922

Down $23,399 (-6.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$355,922

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$21,350

Up $55,100 (+163%) from 2023

Expenses

Up

$44,749

Up $36,535 (+445%) from 2023

Net Income

Up

-$23,399

Up $18,565 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2012: $653,900Liabilities 2012: $02012Assets 2013: $591,845Liabilities 2013: $02013Assets 2014: $555,026Liabilities 2014: $02014Assets 2015: $555,557Liabilities 2015: $0Net Assets 2015: $555,5572015Assets 2016: $445,425Liabilities 2016: $0Net Assets 2016: $445,4252016Assets 2018: $444,980Liabilities 2018: $0Net Assets 2018: $444,9802018Assets 2019: $409,164Liabilities 2019: $0Net Assets 2019: $409,1642019Assets 2020: $402,003Liabilities 2020: $0Net Assets 2020: $402,0032020Assets 2021: $447,463Liabilities 2021: $0Net Assets 2021: $447,4632021Assets 2022: $421,285Liabilities 2022: $0Net Assets 2022: $421,2852022Assets 2023: $379,321Liabilities 2023: $12023Assets 2024: $355,922Liabilities 2024: $0Net Assets 2024: $355,9222024

Highlighted filing

2024

Assets$355,922
Liabilities$0
Net Assets$355,922
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $661,090Expenses 2012: $7,190Net Income 2012: $653,9002012Revenue 2013: $20,668Expenses 2013: $82,723Net Income 2013: -$62,0552013Revenue 2014: $38,647Expenses 2014: $73,249Net Income 2014: -$34,6022014Revenue 2015: $20,147Expenses 2015: $19,616Net Income 2015: $5312015Revenue 2016: -$678Expenses 2016: $109,454Net Income 2016: -$110,1322016Revenue 2018: $34,171Expenses 2018: $24,704Net Income 2018: $9,4672018Revenue 2019: $4,898Expenses 2019: $40,714Net Income 2019: -$35,8162019Revenue 2020: $13,337Expenses 2020: $20,498Net Income 2020: -$7,1612020Revenue 2021: $82,220Expenses 2021: $36,760Net Income 2021: $45,4602021Revenue 2022: $1,766Expenses 2022: $27,944Net Income 2022: -$26,1782022Revenue 2023: -$33,750Expenses 2023: $8,214Net Income 2023: -$41,9642023Revenue 2024: $21,350Expenses 2024: $44,749Net Income 2024: -$23,3992024

Highlighted filing

2024

Revenue$21,350
Expenses$44,749
Net Income-$23,399
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,922
Liabilities
$0
Net assets
$355,922
Revenue
$21,350
Expenses
$44,749
Net income
-$23,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.21$0.45$0.23
2023Summary only. Only limited summary data is available for this year.$3.79$0.00$0.34$0.08$0.42
2022Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.02$0.28$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.47$0.82$0.37$0.45
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.13$0.20$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.00$4.09$0.05$0.41$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.34$0.25$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.01$1.09$1.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$0.20$0.20$0.01
2014Summary only. Only limited summary data is available for this year.$5.55$0.00$0.39$0.73$0.35
2013Summary only. Only limited summary data is available for this year.$5.92$0.00$0.21$0.83$0.62
2012Summary only. Only limited summary data is available for this year.$6.54$0.00$6.61$0.07$6.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD DENTTrustee-$1,203-$1,203
Filing and Contact Details

Filer

Filer Name
Burt and Penny Greer Trust
EIN
45-4276040
Phone
8188129160
Address
9810 AURA AVENUE, NORTHRIDGE, CA 91324

Signing Officer

Name
Lloyd Dent
Title
Trustee
Phone
8188129160
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
6320 CANOGA AVE 17TH FLOOR, WOODLAND HILLS, CA 91367
Preparer
Stephen J Landsman
Phone
8189950090
Raw XML Appendix323 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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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LLOYD DENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09810 AURA AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTHRIDGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091324
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08188129160
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MAINTENANCE/IMPROVEMENT OF CHURCH PROPERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SHERMAN OAKS UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014401 DICKENS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHERMAN OAKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091423
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034750
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/AppliedToCurrentYearAmt019284
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07999
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08069
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08069
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035352
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08069
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08069
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07999
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02070
TaxesSchedule/TaxesDetail/Amt0107
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt290
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0107
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD DENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08188129160
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURT AND PENNY GREER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0454276040
ReturnHeader/Filer/PhoneNum08188129160
ReturnHeader/Filer/USAddress/AddressLine1Txt09810 AURA AVENUE
ReturnHeader/Filer/USAddress/CityNm0NORTHRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091324
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06320 CANOGA AVE 17TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08189950090
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN J LANDSMAN
ReturnHeader/ReturnTs02025-05-15T14:00:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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