Civic Intelligence

Burt and Penny Greer Trust

990PF • Fiscal year 2018 • EIN 45-4276040

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$1,680

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

2.2%

Faster asset growth than 54% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

103%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$444,980

Down $445 (-0.1%) from 2016

Net Assets

Down

$444,980

Down $445 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin82nd percentile

Revenue

Up

$34,171

Up $34,849 (+5140%) from 2016

Expenses

Down

$24,704

Down $84,750 (-77%) from 2016

Net Income

Up

$9,467

Up $119,599 (+109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th 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 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

2018

Assets$444,980
Liabilities$0
Net Assets$444,980
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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 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

2018

Revenue$34,171
Expenses$24,704
Net Income$9,467
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD DENTTrustee-$1,680-$1,680
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
2019-11-12
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 Appendix372 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/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014747
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/Amt013907
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/TotalGrantOrContriPdDurYrAmt013907
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/AppliedToCurrentYearAmt014747
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt071187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026960
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08122
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0124153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt071187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt034128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018838
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014747
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0124153
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0132275
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05303
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05303
TaxesSchedule/TaxesDetail/Amt0160
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2109
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0160
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD DENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08188129160
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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/AtSubmissionFilingDeviceId08AE91D92C8CB7F7930F4D9CF56B958E13615D26C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.62.195.234
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:10:31
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/ReturnTs02019-11-14T13:23:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$444,980
Liabilities
$0
Net assets
$444,980
Revenue
$34,171
Expenses
$24,704
Net income
$9,467
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
2018Detailed filing. Detailed filing data is available for this year.$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