Civic Intelligence

Burt and Penny Greer Trust

990PF • Fiscal year 2017 • EIN 45-4276040

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 01, 2018

Organization Profile
9810 Aura AvenueNorthridge, CA 91324

(818) 812-9160

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-59%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$854

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.2%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$435,513

Down $9,912 (-2.2%) from 2016

Net Assets

Down

$435,513

Down $9,912 (-2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Up

$16,803

Up $17,481 (+2578%) from 2016

Expenses

Down

$26,715

Down $82,739 (-76%) from 2016

Net Income

Up

-$9,912

Up $100,220 (+91%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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 2017: $435,513Liabilities 2017: $0Net Assets 2017: $435,5132017Assets 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

2017

Assets$435,513
Liabilities$0
Net Assets$435,513
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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 2017: $16,803Expenses 2017: $26,715Net Income 2017: -$9,9122017Revenue 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

2017

Revenue$16,803
Expenses$26,715
Net Income-$9,912
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD DENTTrustee-$854-$854
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHERMAN OAKS UNITED METHODIST CHURCHMAINTENANCE/IMPROVEMENT OF CHURCH PROPERTY501(C)(3) CHURCHSHERMAN OAKS, CA, US$16,300
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
2018-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Squar Milner Llp
Address
15760 VENTURA BLVD SUITE 1100, ENCINO, CA 91436
Preparer
Stephen J Landsman
Phone
8189812600
Raw XML Appendix357 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.

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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/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/Amt016300
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/TotalGrantOrContriPdDurYrAmt016300
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/AppliedToCurrentYearAmt016727
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt071187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt034128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0301
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0132275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt071187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026960
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016727
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0132275
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0139443
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05961
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05955
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0105
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD DENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08188129160
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05156971DF11FA9341EE89F0CF506063408A00BD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05156971DF11FA9341EE89F0CF506063408A00BD3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.38.18.164
ReturnHeader/FilingSecurityInformation/IPDt02018-10-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:23:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUAR MILNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015760 VENTURA BLVD SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08189812600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN J LANDSMAN
ReturnHeader/ReturnTs02018-10-01T17:29:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$435,513
Liabilities
$0
Net assets
$435,513
Revenue
$16,803
Expenses
$26,715
Net income
-$9,912
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
2017Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.17$0.27$0.10
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