Civic Intelligence

Burt and Penny Greer Trust

990PF • Fiscal year 2019 • EIN 45-4276040

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 07, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-731%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

30th percentile

-8.0%

Faster asset growth than 30% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-86%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$409,164

Down $35,816 (-8.0%) from 2018

Net Assets

Down

$409,164

Down $35,816 (-8.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$4,898

Down $29,273 (-86%) from 2018

Expenses

Up

$40,714

Up $16,010 (+65%) from 2018

Net Income

Down

-$35,816

Down $45,283 (-478%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2019

Assets$409,164
Liabilities$0
Net Assets$409,164
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$4,898
Expenses$40,714
Net Income-$35,816
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 7, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD DENTTrustee-$0--
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$30,550
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
2020-10-07
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 Appendix379 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0564114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0583615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt030550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.367696
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030550
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030550
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030550
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/Amt030550
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/TotalGrantOrContriPdDurYrAmt030550
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/AppliedToCurrentYearAmt022662
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022662
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt071187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018838
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018838
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0113203
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt071187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034128
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07888
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0132041
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0124153
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05268
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05268
TaxesSchedule/TaxesDetail/Amt091
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2500
TaxesSchedule/TaxesDetail/Amt325
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt3REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt091
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD DENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08188129160
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-07
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/AtSubmissionCreationDeviceId08AE91D92C8CB7F7930F4D9CF56B958E13615D26C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F325E89BDA2657E618CB48E62B178E2EE79D0722
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096652120202800352e02
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0149.20.203.5
ReturnHeader/FilingSecurityInformation/IPDt02020-10-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:40:59
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/ReturnTs02020-10-07T14:43:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,164
Liabilities
$0
Net assets
$409,164
Revenue
$4,898
Expenses
$40,714
Net income
-$35,816
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
2019Detailed filing. Detailed filing data is available for this year.$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