Civic Intelligence

Burt and Penny Greer Trust

990PF • Fiscal year 2023 • EIN 45-4276040

Jan 01, 2023 to Dec 31, 2023 • Filed on May 17, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

124%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-10.0%

Faster asset growth than 30% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$379,321

Flat from 2023

Net Assets

$379,321

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Flat

-$33,750

Flat from 2023

Expenses

Flat

$8,214

Flat from 2023

Net Income

Flat

-$41,964

Flat from 2023

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: $0Net Assets 2023: $379,3212023Assets 2023: $379,321Liabilities 2023: $12023Assets 2024: $355,922Liabilities 2024: $0Net Assets 2024: $355,9222024

Highlighted filing

2023

Assets$379,321
Liabilities$0
Net Assets$379,321
Open 2023 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 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 2023: -$33,750Expenses 2023: $8,214Net Income 2023: -$41,9642023Revenue 2024: $21,350Expenses 2024: $44,749Net Income 2024: -$23,3992024

Highlighted filing

2023

Revenue-$33,750
Expenses$8,214
Net Income-$41,964
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD DENTTrustee-$0--
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
2024-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
6320 CANOGA AVE 17TH FLOOR, WOODLAND HILLS, CA 91367
Preparer
Stephen J Landsman
Phone
8189950090
Raw XML Appendix339 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/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06119
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011514
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0680
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03494
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03494
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD DENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08188129160
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-17
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ReturnHeader/Filer/EIN0454276040
ReturnHeader/Filer/PhoneNum08188129160
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ReturnHeader/Filer/USAddress/CityNm0NORTHRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091324
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
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/PreparationDt02024-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN J LANDSMAN
ReturnHeader/ReturnTs02024-05-23T11:01:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LLOYD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DENT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$379,321
Liabilities
$0
Net assets
$379,321
Revenue
-$33,750
Expenses
$8,214
Net income
-$41,964
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
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.34$0.08$0.42
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